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Priyasri Subramaniam

Gracia Surialim

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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.

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title1. Permission


Method A

A.1  Permission

Step 1

path

: 

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

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

A.2 Permission 2 path:

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  • Tick to allow create Trade In
  • Untick to disallow create Trade In

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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


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A.3 Permission 3 path:

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  • Untick to disable the GLcode part on Trade In Page or allow create Manual Customer Credit Memo → apply for operation staff who cannot see the accounting part

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  • Tick to enable the GLcode part on Trade In Page or allow create Manual Customer Credit Memo

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Step 3:

Menu Path: Control Panel > System Admin > Manage User > Configure Role Permission > Customer > Credit Memo by Branch
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  • Untick Location to disallow
  • Tick Location to allow
  • Click Submit


Method B

Menu Path:

Customer > Credit Memo > Create > Permission icon on top right corner

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title2. Transaction

Path A: Via Full Screen Cash Sale

Trading > Sales > Full Screen Cash Sale

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Path B:  Via Customer Credit Memo Page

Customer > Credit Memo > Create 

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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)

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  • 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. 



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title3. Transactions

Path A: Via Full Screen Cash Sale

Menu Path: Trading > Sales > Full Screen Cash Sale

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Path B:  Via Customer Credit Memo Page

Menu Path: Customer > Credit Memo > Create 

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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 will be affected at the GST-03. 

To file the Trade In CM, user need to go to Output Tax Filing, and click Submit. 

Next, go to the GST-03 and the Customer CM for Trade In will affect at 6a and 6b section. 

on GST-03. Steps are as follows:

  • Create Customer CM for Trade-In Item.

2. Go

  • Proceed to Extended Modules > Malaysia GST > Tax Filing > Output Tax Filing
. Click Submit button to file the CM.
  • and click Submit

3.
  • Before filing the Output Tax, the following is the GST-03 amount at 6a and 6b:

4.

  • 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:


Related Wiki Pages: 
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