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erp-manual:cloud:expense:expensesettlement [2020/03/26 09:23] krishnad created |
erp-manual:cloud:expense:expensesettlement [2020/03/31 12:53] (current) krishnad |
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* When clicking on the icon of Expense Settlement, the search screen is seen. In which the Settlement Id, Claim Date, Settlement By, Status, Item Name, Settlement Amount, Outstanding and other claim details is been seen. While Clicking on the Settlement id, the particular Claim can be seen. | * When clicking on the icon of Expense Settlement, the search screen is seen. In which the Settlement Id, Claim Date, Settlement By, Status, Item Name, Settlement Amount, Outstanding and other claim details is been seen. While Clicking on the Settlement id, the particular Claim can be seen. | ||
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* For entering the new record, click on create new Expense Settlement or can press n. | * For entering the new record, click on create new Expense Settlement or can press n. | ||
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* To Save Header, either click on Confirm or Press Ctrl + s. It will save the header section of the item. | * To Save Header, either click on Confirm or Press Ctrl + s. It will save the header section of the item. | ||
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* To add Item click on Search and Add Items or press i. when Click n search and add items a popup is openend. In which any items is added and confirmed. | * To add Item click on Search and Add Items or press i. when Click n search and add items a popup is openend. In which any items is added and confirmed. | ||
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* Item Details are seen with its Name, Code and Id. For adding the quantity for the item, click on edit. To remove the item click on delete. | * Item Details are seen with its Name, Code and Id. For adding the quantity for the item, click on edit. To remove the item click on delete. | ||
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- | * Additional Info i.e. Time of Receipt and Time of Transfer is in date time format. | + | |
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* For saving the document either click on Save Changes or Press Ctrl + s. | * For saving the document either click on Save Changes or Press Ctrl + s. | ||