Upon clicking on Internal Sales GIN, the user will get to the Internal Sales GIN Listing page.
2.1 Internal Sales GIN Listing
The Internal Sales GIN Listing page has a This page has a listing of Sale GIN. There is also a Search Bar to search for Sales GIN No from the listing below. The Plus “+” sign button is used to get to Create Internal Sales GIN. The Listing table has columns that are:
Sales GIN No
Posting Status
Branch
Customer Name
Sales Agent
Update Date
Created Date
Transaction Date
Created by
2.2 Create Internal Sales GIN
The Create Internal Sales GIN page has further tabs that are Main Details, Account, Lines, Settlement and Department Hdr.
2.2.1 Main Details
The Main Details has fields that are Branch, Location, Sales Agent, Member Card, Transaction Date, Debit Term, Due Date, Reference, Remarks, Permit No, Currency and Tracking ID.
The fields with “*” sign with them are mandatory to be filled.
2.2.2 Account
The Account page has further 3 tabs that are Entity Details, Bill To and Ship To.
2.2.2.1 Entity Details
The Entity Details Page has fields that are Entity ID, Entity Name, Status, Entity Name, Status, Entity Type, Identity Type, ID Number, Currency, GL Code, Description, Email and Phone Number.
The fields with “*” sign with them are mandatory to be filled.
2.2.2.2 Bill To
The Bill To page has fields that are Name, Email, Phone No, Billing Address, Country, State, City and Postcode.
2.2.2.3 Ship To
The Ship To page has fields that are Recipient Name, Email, Phone Number, Shipping Address, Country, State, City and Postcode.
2.2.3 Lines
The Lines page has a table with Item Code, Item Name, UOM, Qty, Unit Price, SST/VAT/GST, and Txn Amount. There is a Plus Button to Add Item. The User can click on the plus button to get to the Select Item page.
2.2.3.1 Select Item
The Select Item page has Further pages.
2.2.3.1.1 Search Item
The Search Item page has a table that has Item Code, Item Name, UOM and System Stock Balance columns.
2.2.3.1.2 KO by Sales Order Item
The KO by Sales Order Item page has a table that has Sales Order No., Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Knocked off Qty columns.
2.2.3.1.3 KO for Sales Order Item
The KO for Sales Order Item page has a table that has Sales Order No., Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Knocked of Qty columns.
2.2.3.1.4 KO by Jobsheet Item
The KO by Job Sheet Item page has table that has Sales Job Sheet, Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Knocked of Qty columns.
2.2.3.1.5 KO for Job Sheet Item
The KO for Job Sheet Item page has a table that has Sales Job Sheet, Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Kockk of Qty columns.
2.2.3.1.6 KO by Delivery Order Item
The KO by Delivery Order Item page has a table that has Delivery Order No, Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Kockk of Qty columns.
2.2.3.1.7 KO for Delivery Order Item
The KO for Delivery Order Item page has a table that has Delivery Order No, Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Kockk of Qty columns.
2.2.3.1.8 KO by Purchase Order Item
The KO by Purchase Order Item page has a table that has Purchase Order No, Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Kockk of Qty columns.
2.2.3.1.9 KO for Purchase Order Item
The KO for Purchase Order Item page has a table that has Purchase Order No, Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Kockk of Qty columns.
2.2.3.1.10 KO by Purchase Requisition Item
The KO by Purchase Requisition Item page has table that has Purchase Requisition No, Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Kockk of Qty columns.
2.2.3.1.11 KO for Purchase Requisition Item
The KO for Purchase Requisition Item page has table that has Purchase Requisition No, Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Kockk of Qty columns.
2.2.3.1.12 KO by Purchase Quotation Item
The KO by Purchase Quotation Item page has table that has Purchase Quotation No, Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Kockk of Qty columns.
2.2.3.1.13 KO for Purchase Quotation Item
The KO by Purchase Quotation Item page has table that has Purchase Quotation No, Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Kockk of Qty columns.
2.2.3.1.14 KO by Purchase Invoice Item
The KO by Purchase Invoice Item page has table that has Purchase Invoice No, Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Kockk of Qty columns.
2.2.3.1.15 KO for Purchase Invoice Item
The KO by Purchase Invoice Item page has table that has Purchase Invoice No, Item Code, Item Name, Base Qty, UOM, Unit Price (Inclusive Tax), Balanced Quantity, Knocked off Qty and Kockk of Qty columns.
2.2.4 Settlement
The Settlement page of the Create Internal GIN tab has a table with Date, Amount, Details and Remarks Columns. The plus sign button can used to Add Settlement.
2.2.4.1 Add Settlement
The Add Settlement page has a dropdown of Settlement Methods and an Add button on top right to add the settlement methods.
2.2.4.2 Department Hdr
The Department hdr page has Segment, G/L Dimension, Profit Centre and Project dropdowns.
2.3 Edit Internal Sales GIN
The User can get to the Edit Internal Sales GIN page by clicking on any of the listings.
2.3.1 Main Details
The Main Details has fields that are Document Type Doc No (Tenant), Doc No (Company), Doc No (Branch), Branch, Location, Sales Agent, Member Card, Transaction Date, Credit Term, Due Date, Reference, Remarks, Permit No, Currency, Customer and Tracking ID.
The fields with “*” sign with them are mandatory to be filled.
2.3.2 Account
The Account page has further 3 tabs that are Entity Details, Bill To and Ship To.
2.3.2.1 Entity Details
The Entity Details Page has fields that are Entity ID, Entity Name, Status, Entity Name, Status, Entity Type, Identity Type, ID Number, Currency, GL Code, Description, Email and Phone Number.
The fields with “*” sign with them are mandatory to be filled.
2.3.2.2 Bill To
The Bill To page has fields that are Name, Email, Phone No, Billing Address, Country, State, City and Postcode.
2.3.2.3 Ship To
The Ship To page has fields that are Recipient Name, Email, Phone Number, Shipping Address, Country, State, City and Postcode.
2.3.3 Lines
The Lines page has a table with Item Code, Item Name, UOM, Qty, Unit Price, SST/VAT/GST, and Txn Amount. There is a Plus Button to Add Item. The User can click on the plus button to get to the Select Item page.
2.3.3.1 Edit Item
The user can get to the Edit Item page by clicking on any Item in the listing.
2.3.3.1.1 Item Details
The Item Details page has further tabs that are Main Details, Delivery Instruction and Department.
2.3.3.1.1.1 Main Details
The Main Details page has fields that include details that are Item Code, Item Name, UOM, Pricing Scheme, Unit Price (Exclusive and Inclusive of tax), Unit Discount, Quantity Base, Quantity by UOM, UOM to Base Ratio, Unit Price STD by UOM (Exclusive and Inclusive of tax), Unit Price Net by UOM (Exclusive of Tax), Unit Price Transaction by UOM (Inclusive of tax), Unit Price Net (Exclusive of tax), STD Amount (Unit Price and Quantity), Discount Amount (Exclusive of tax), Amount Net (Exclusive of tax), SST Code, SST/GST,VAT, Tax Amount, Tariff Codes, WHT Code, WHT, WHT Amount, Unit Price Transaction (Inclusive of tax), Txn Amount, Remarks.
There is a Delete Button at the very bottom to delete the information added.
2.3.3.1.1.2 Delivery Instruction
The Delivery Instruction page has fields that are Instructions and Delivery Date and Delivery Message Card that has From, To and Message fields.
There are 2 options for Users that are to Copy from Entity Name and Copy from Recipient Name.
There is a Delete Button at the very bottom to delete the information added.
2.3.3.1.1.3 Department
The Department page has fields that are Segment, G/L Dimension, Profit Centre, and Project.
2.3.3.1.1.4 Doc Link
The Doc Link tab has 2 pages that are To and From
2.3.3.1.5 Delivery Details
The Delivery Details tab has a search bar and table with Trip No. Driver Name, Vehicle Number, Job Start Date, Job End Date, Delivery Status, Recipient Name and Quantity columns.
2.3.3.1.6 Costing Details
The Costing Details page has tables with Company Code, Location Code, Qty, Moving Average Unit Cost, FIFO Unit Cost, Manual Unit Cost, Last Purchase Unit Cost.
There is also a Delete Button at the very bottom to delete the details.
2.3.3.1.7 Pricing Details
The Pricing Scheme page has a table that has Pricing Schema Code, Pricing Schema Name, Unit Price and Modified Date.
There is also a Delete Button at the very bottom to delete the details.
2.3.3.1.8 Edit Pricing Details
The user can get to the Edit Pricing Detail page by clicking any of the Pricing Schema. The Edit Pricing Details page has fields that are Pricing Schema Code, Pricing Schema Name, Sales Unit Price (Inclusive of Tax), Sales Unit Price Tax Amt, Sales Min Price (Inclusive of tax), Sales Min Price Tax Amount, Sales Max Price (Inclusive of tax), Sales Max Price Tax Amount, Sales Unit Price Before Discount (Inclusive of Tax), Sales Unit Price Before Discount, Purchase Unit Price Tax Amount, Purchase Minimum Price (Inclusive of Tax), Purchase Minimum Price Tax Amount, Purchase Maximum Price (Inclusive of Tax), Purchase Maximum Price Tax Amount,
2.3.3.1.8 Issue Link
The Issue Link page has tables with Project, Issue Number, Issue Summary, Issue Description, Assignee, Created Date, Resolved Date and Status.
There is a search bar at the top to search for project listings below.
There is a Delete button at very bottom to delete the info added.
2.3.3.1.9 Edit Issue
The Edit Issue page has Issue Number and Summary and further tabs that are Details, Planning, Attachment, Comment, Subtasks, Linked Issues, Worklogs and Activity.
There is a save button on top right to save the data filled.
2.3.3.1.9.1 Details
The Details page has fields that are Project, Issue Type, Assignee, Reporter, Summary, Description, Parent and Created Date.
2.3.3.1.9.2 Planning
The Planning page has field that are Target Start Date, Target End Date, Actual Start Date, Actual End Date, Calculated Start Date, Calculated End Date, Baseline Start Date, Baseline End Date, , Billing Currency, Billing Amount, Cost Currency, Cost Amount, Story Point, Manday Target, Manday Actual, Manday Allocated,and Manday Billing.
2.3.3.1.9.3 Attachment
The Attachment page has the option to Upload File or user can drag and drop the file.
2.3.3.1.9.4 Comment
The Comment page has a table with User Name, Comments and Date. The plus sign button can be used to add comments.
2.3.3.1.9.5 Subtasks
The Subtasks page has a table with Issue Type, Issue Number, Summary Description, Assignee, Priority Due and Date Status. he plus sign button can be used to add tasks.
2.3.3.1.9.6 Linked Issues
The Linked Issue page has a table that has Project, Issue Type, Issue Number, Summary Description, Assignee, Priority Due and Date Status. The plus sign button can be used to add Issue.
2.3.3.1.9.7 Worklogs
The Worklog page has a table with Date, Name, Time Spent and Description columns. The plus sign button can be used to add log work.
2.3.3.1.9.8 Log Time
The Add worklog page has fields that are Activity Type, Duration and Description.
2.3.3.1.9.9 Activity
The Activity page has a search bar to search for activity in the table below. The table has Date, User and Activity columns.
2.3.3.2 Settlement
The Settlement page of Create Internal Sales GIN tab has a table with Date, Amount, Details and Remarks Columns. The plus sign button can be used to Add Settlement.
2.3.3.2.1 Add Settlement
The Add Settlement page has a dropdown of Settlement Methods and an Add button on top right to add the settlement methods.
2.3.3.3 Department Hdr
The Department hdr page has Segment, G/L Dimension, Profit Centre and Project dropdowns.
2.3.3.4 Contra
In the Contra tab, there is a plus button to “Select Document ” and a table that has Server Doc Type, Doc Number, Branch, Status, Date and Amount Contra.
2.3.3.4.1 Add Contra
The Add Contra page has fields that are Doc No, Branch, Server Doc Tpe, Doc Date, Transaction Date and Contra Amount.
There is an Add button on top right to add contra.
2.3.3.5 Doc Link
The Doc Link tab has 2 pages that are To and From.
2.3.3.5.1 Copied From & Copied To
The To and From pages have tables that has Doc No, Branch, Server Doc Type, Status, and Date columns.
2.3.3.6 Attachments
The Attachment page has a table with File Name, Siza, Updated Date, Updated By and Actions columns. There is a plus sign button to get to the Attachment page.
2.3.3.6.1 Add Attachment
The Add Attachment page has the option to Upload File or user can drag and drop the file.
2.3.3.7 Export
The Export page has a dropdown of Printable format and Button to Export file as PDF.