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erp-manual:cloud:transaction:header
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erp-manual:cloud:transaction:header [2020/06/20 11:21] krishnad |
erp-manual:cloud:transaction:header [2020/06/23 09:30] (current) krishnad |
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| ==== Overview of Header ==== | ==== Overview of Header ==== | ||
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| + | * 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 ==== | ==== General Interaction ==== | ||
| Line 7: | Line 10: | ||
| * Click Edit Header on Transaction Details section and fill Order Type Customer, Channel and other information as necessary to generate accurate DSR reporting. | * 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. | * 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. | * 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 and delivery | + | * 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 | ||
| + | |||
| + | {{ erp-manual: | ||
| + | |||
| + | ==== 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: | ||
| - | {{ erp-manual: | ||
erp-manual/cloud/transaction/header.1592652119.txt.gz · Last modified: 2020/06/20 11:21 by krishnad
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