Versions Compared

Version Old Version 12 New Version 13
Changes made by

Gracia Surialim

Gracia Surialim

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Panel
title Click below:

For this function, few configurations and permissions are need to be enabled.  This page provides steps from permission, configuration, sample of transactions and Tax Filling.

Expand
title1. Permission


Method A

Step 1: 

Menu Path: Control Panel > System Admin > Manage User > Configure Role Permission > Customer > General Customer Module Permissions > Permission to create Credit Memo by Trade In Items


Note:
Disable the GLcode part on Trade In Page (Customer Credit Memo page) - apply for operation staff who cannot enter the accounting part.

Step 2:

Menu Path: Control Panel > System Admin > Manage User > Configure Role Permission > Customer > General Customer Module Permissions > Permission to create Credit Memo by GL Code


Step 3:

Menu Path: Control Panel > System Admin > Manage User > Configure Role Permission > Customer > Credit Memo by Branch



Method B

Menu Path: Customer > Credit Memo > Create > Permission icon on top right corner




Expand
title2. Transaction

Path A: Via Full Screen Cash Sale

Menu Path: Trading > Sales > Full Screen Cash Sale

Image Removed

Path B:  Via Customer Credit Memo Page

Menu Path: Customer > Credit Memo > Create 

Image Removed

Expand
title3. Configuration

To set the Default Tax Code for Trade In items, go to the following path: 

Control Panel > System Admin > EMP Configurations > Tax > Purchase (Input Tax)

Image Modified

  • Tick on the checkbox for Trade In and select the Default Tax Code. Click on the Submit button.
  • When the Item is selected for Trade In at the Customer Credit Memo, the Default Tax Code will be indicated at the Item Widget. 



Expand
title3. Transactions

Path A: Via Full Screen Cash Sale

Menu Path: Trading > Sales > Full Screen Cash Sale

Image Added

Path B:  Via Customer Credit Memo Page

Menu Path: Customer > Credit Memo > Create 

Image Added




Expand
title4. Tax Filing for Trade In

For Trade In, user need to proceed the Output Tax Filling which affect the Input Tax section 6a and 6b on GST-03. Steps are as follows:

  • Create Customer CM for Trade-In Item.

  • Proceed to Extended Modules > Malaysia GST > Tax Filing > Output Tax Filing and click Submit

  • Before filing the Output Tax, the following is the GST-03 amount at 6a and 6b:

  • After filing the Output Tax, the Customer Trade In CM will affect the 6a and 6b at GST-03. Following is the Journal Entry for the Trade-In CM and also the amount at GST-03, 6a and 6b:


...