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erp-manual:cloud:transaction:header

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erp-manual:cloud:transaction:header [2020/06/20 11:28]
krishnad 		erp-manual:cloud:transaction:header [2020/06/23 09:30] (current)
krishnad
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  ==== Overview of 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 ====  ==== General Interaction ====
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   * 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 Address can be typed or can be selected by Shift + * command.+  * 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 }}
  
-{{ erp-manual:cloud:sales:editheader.png?500 }}+ ==== Transaction Summmary ====
  
-  * There is also a second type of header where transaction summary is stored. It stores Item Id, Its Status, Its Document Code which we have written in the header.+  * 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 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.   * It will also stores its amount, discount its tax and also its last paid date or any outstanding charges.
  
-{{ erp-manual:cloud:sales:transactionsummary.png?500 }}+{{ erp-manual:cloud:transaction:transactionsummary.png?250 }}
  
erp-manual/cloud/transaction/header.1592652535.txt.gz · Last modified: 2020/06/20 11:28 by krishnad

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