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erp-manual:cloud:sales:collection
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erp-manual:cloud:sales:collection [2024/04/06 05:59] Varun Nagrecha created |
erp-manual:cloud:sales:collection [2024/04/27 06:43] (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: | ||
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| * **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. | ||
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| ===== Transactions ===== | ===== Transactions ===== | ||
| - | List of transactions pending settlement for the selected customer will be added automatically. | + | * List of transactions pending settlement for the selected customer will be added automatically. System will automatically adjust the amount to be adjusted. |
| - | System will automatically adjust the amount to be adjusted. | + | * System will adjust the according to the order provided, first transaction will be adjusted first and then second and so on. |
| + | * You can change the order of transactions to be adjusted by clicking on Drag and dragging the transaction to required order. | ||
| + | |||
| + | {{popup> | ||
| - | 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 | ||
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| + | {{popup> | ||
| ===== Save the Document ===== | ===== Save the Document ===== | ||
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| 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 | ||
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| + | {{popup> | ||
| **Step 2:** Click confirm to close the popup | **Step 2:** Click confirm to close the popup | ||
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| 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. | ||
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| + | {{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/sales/collection.1712383158.txt.gz · Last modified: 2024/04/06 05:59 by Varun Nagrecha
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