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erp-manual:cloud:purchase:vendor-payment
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This shows you the differences between two versions of the page.
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erp-manual:cloud:purchase:vendor-payment [2024/04/04 11:44] Varun Nagrecha created |
erp-manual:cloud:purchase:vendor-payment [2024/04/27 06:17] (current) Varun Nagrecha |
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| ===== Header ===== | ===== Header ===== | ||
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| + | {{popup> | ||
| **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: | **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: | ||
| - | * **Supplier Name**: Select the supplier | + | * **Supplier Name**: Select the for the payment. |
| * **Amount**: Provide the amount to be paid | * **Amount**: Provide the amount to be paid | ||
| * **Currency**: | * **Currency**: | ||
| * **Exchange Rate**: If it is a foreign currency GGRN, then provide the exchange rate. Exchange rate will automatically added but it can be changed as required. | * **Exchange Rate**: If it is a foreign currency GGRN, then provide the exchange rate. Exchange rate will automatically added but it can be changed as required. | ||
| - | * **Comments**: | + | * **Comments**: |
| + | |||
| + | {{popup> | ||
| **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. | **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. | ||
| Line 30: | Line 34: | ||
| List of transactions pending settlement for the selected supplier will be added automatically. | List of transactions pending settlement for the selected supplier will be added automatically. | ||
| System will automatically adjust the amount to be adjusted. | System will automatically adjust the amount to be adjusted. | ||
| + | |||
| + | {{popup> | ||
| You can change the order of transactions to be adjusted by clicking on Drag and dragging the transaction to required position. | You can change the order of transactions to be adjusted by clicking on Drag and dragging the transaction to required position. | ||
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| * Values: Voucher Amount, Tax Deducted, Amount Adjusted, Charge Amount | * Values: Voucher Amount, Tax Deducted, Amount Adjusted, Charge Amount | ||
| * Transaction References: Voucher Date, Currency, Exchange Rate | * Transaction References: Voucher Date, Currency, Exchange Rate | ||
| + | |||
| + | {{popup> | ||
| ===== Save the Document ===== | ===== Save the Document ===== | ||
| Line 52: | Line 60: | ||
| Users can select the file to attach or drag and drop the file on the popup | Users can select the file to attach or drag and drop the file on the popup | ||
| + | |||
| + | {{popup> | ||
| **Step 2:** Click confirm to close the popup | **Step 2:** Click confirm to close the popup | ||
| Line 64: | Line 74: | ||
| To add comment click on Add button and provide the comment in the popup. | To add comment click on Add button and provide the comment in the popup. | ||
| + | |||
| + | {{popup> | ||
| Note: User can edit only their own comment, eg: User A cannot change comment of User B | Note: User can edit only their own comment, eg: User A cannot change comment of User B | ||
erp-manual/cloud/purchase/vendor-payment.1712231051.txt.gz · Last modified: 2024/04/04 11:44 by Varun Nagrecha
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