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--- erp-manual:cloud:transaction:header [2020/06/20 07:29]
krishnad created
+++ erp-manual:cloud:transaction:header [2020/06/23 09:30] (current)
krishnad
@@ Line 1: / Line 1: @@
  ===== Header =====
+ ==== Overview of Header ====
+  * Header stores the general information related to the item. It normally stores the customer name, its from and to location and other contact information.
+  * The header is divided into 2 parts : 1) General Header 2) Transaction Summary
+ ==== General Interaction ====
+  * To add header Click Edit Header or Press (h). When clicked on Edit Header a popup will open. In which the header details are added and then confirmed.
+  * Click Edit Header on Transaction Details section and fill Order Type Customer, Channel and other information as necessary to generate accurate DSR reporting.
+  * If the customer name is not present or it is a new customer then click on the + icon for getting customer quick edit screen where a user can type its name, address and contact information all in one screen and can add a customer quickly.
+  * Document Code will come automatically after the document is saved. It is based on the from and to location and also the current date.
+  * From Location, Document Code, and Incharge User will come automatic. Incharge User is the person that sold the item and this name can be changed if necessary.
+  * The billing name is automatically selected as per the customer name. Still if the billing name should be different then it can be selected by pressing Shift + * command.
+  * The Billing and Delivery Address can be typed or can be selected by Shift + * command.
+{{ erp-manual:cloud:transaction:editheader.png?500 }}
+ ==== Transaction Summmary ====
+  * There is also a second section of header which is known as transaction summary. It normally gives summary about the Item and its status and also its payment details.
+  * It stores Item Id, Its Status, Its Document Code which we have written in the header.
+  * It also stores the currency in which the item is billed / paid. If its an international currency then it will also stores its exchange rate.
+  * It will also stores its amount, discount its tax and also its last paid date or any outstanding charges.
+{{ erp-manual:cloud:transaction:transactionsummary.png?250 }}

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