SARAS ennovations

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 ====== Collection ======

 ===== Start =====
Click on Collection Menu and then click on Create New button

 ===== Components of Collection =====
  * Header
  * Transactions
  * Detail
  * Save Document
  * Attachment
  * Comments


 ===== Header =====

{{popup>erp-manual:cloud:sales:collectionheaderview.png?400}}

**Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required:

    * **Customer Name**: Select the customer for the payment.
    * **Amount**: Provide the amount to be paid
    * **Currency**: Provide the currency of the sale, by default system will show local 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. 
    * **Comments**: Any comments that will help make the payment.

{{popup>erp-manual:cloud:sales:collectionheaderedit.png?400}}

**Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.


 ===== Transactions =====

  * List of transactions pending settlement for the selected customer will be added automatically. 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>erp-manual:cloud:sales:collectiontransaction.png?600}}



===== Detail =====

This section will show the following key information
  * Values: Voucher Amount, Tax Deducted, Amount Adjusted, Charge Amount
  * Transaction References: Voucher Date, Currency, Exchange Rate

{{popup>erp-manual:cloud:sales:collectiondetail.png?400}}

===== Save the Document =====
After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", If this is new Document, system will assign the Document ID and Code after it is saved for the first time.


===== Attachments =====

Note: Attachments can be added only after document is saved.

**Step 1:** 
After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection.

Users can select the file to attach or drag and drop the file on the popup

{{popup>erp-manual:cloud:attachment.png?300}}

**Step 2:** Click confirm to close the popup

Note: At a time only one attachment can be uploaded.



===== Comments =====

Note: Comments can be added at any time, even if the document status is pending or closed.

To add comment click on Add button and provide the comment in the popup.

{{popup>erp-manual:cloud:comments.png?300}}

Note: User can edit only their own comment, eg: User A cannot change comment of User B
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