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Jia Pei Chan

Gracia Surialim

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Permission Configuration

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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.

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title1. Permission


Method A

Step 1: 

Menu Path: Control Panel > System Admin > Manage User > Configure Role Permission > Customer > General Customer Module Permissions

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> Permission to create Credit Memo by Trade In Items

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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

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GL Code

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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. 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 on GST-03. Steps are as follows:

  • Create Customer CM for Trade-In Item.

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

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

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  • 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:

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Related Wiki Pages: 
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