1.1 Internal Purchase Credit Note Listing
The Internal Purchase Credit Note Listing page has a listing table of Purchase Credit Note No. with a Search Bar for purchase order from the listing. The table has columns that:
Internal Purchase Credit Note No
Posting Status
Branch
Supplier ID
Supplier Name
Purchaser
Amount Txn
Status
Updated Date
Created Date
Transaction Date
There is a Plus button to create new purchase orders.
Create Internal Purchase Credit Note
By clicking on the Plus sign button on the Purchase Order Listing page, users will get to the Create Purchase Order Page. This page has further tabs that are Main Details, Account, Line Items, Payment, Department Hdr and KO For.
Main Details
The Main Details Page has fields to be filled which are Branch, Location, Purchaser, Transaction Date, Credit Terms, Reference, Remarks and Currency.
Account
The Account tab of Create Purchase Credit Note tab has 3 further pages that are Entity Detail, Bill To and Ship To.
There is a Reset and Create Button on top right to reset the changes made and a Create Button that is to be clicked in order to create the order after filling in the details in all the pages.
Entity Details
The Entity Details page of the Account tab has fields to be filled that are Entity Detail, Email, Phone No, Shipping Address, Country, State, City and Post Code.
Bill To
The Bill to Page of Account tab has fields that are Name, Email, Phone No, Shipping Address, Country, State, City and Postcode.
Ship To
The Ship to Page of Account tab has fields that are Recipient Name, Email, Phone No, Shipping Address, Country, State, City and Postcode.
Line Items
The Line Items tab has a Table that has information about the items that are Item Code, Item Name, UOM, Qty, Unit Price (inclusive Tax), SST/VAT/GST, Txn Amount.
The page also has a Plus Button that can be clicked to get to the Select Item Page.
Select Item
The Select Item Page has a Search Bar to search for items in the Table Below. The user can click on any item from the table and it will take them to the Add Item Page.
Add Item
The Add Item Page has further pages that include Item Details, Costing Details, Pricing Details and Issue Link.
Item Details
The Item Details page has further tabs that are Main Details, Delivery Instructions and Department.
Main Details
The Main Details Page has all the fields with details of the item that includes:
Item Code
Item Name
UOM
Pricing Scheme
Unit Price STD (Inclusive of tax)
Unit Price STD (Exclusive of tax)
Unit Discount
Quantity Base
Quantity by UOM
UOM to Base Ratio
Unit Price STD by UOM (Inclusive of tax)
Unit Price by STD by UOM (Exclusive of tax)
Unit Discount by UOM (Exclusive 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 *Quantity)
Discount Amount (Exclusive of Tax)
Amount Net (Exclusive of Tax)
SST Code
SST/GST/VAT
Tax Amount
WHT Code
WHT
WHT Amount
Unit Price Transaction (Inclusive of Tax)
Last Purchase Price
Txn Amount
Remarks
Delivery Instructions
The Delivery Instruction page of Item Details has 2 parts:
Delivery instruction with Instructions and Delivery Note
Delivery Message Card which has 2 checkboxes that are Copy From Entity Name and Copy from Recipient Name. This part also has From, To and Message fields.
Department
The Department page of Item Details page has Segment, G/L Dimension, Profit Centre and Project.
Costing Details
The Costing Details tab provides details related to the costing of the items.
Pricing Details
The Pricing Details page has a UOM and table with columns of Pricing Schema Code, Pricing Schema Name, Unit Price and Modified Date.
Issue Link
The Issue Link page of Add Item has a Search tab and Table with columns:
Project Name
Issue Number
Issue Summary
Issue Description
Assignee
Created Date
Resolved Date
Status
Edit Issue
The Edit Issue Page has Project and Issue Number, and further tabs that include Details, Planning, Attachment, Comment, Subtasks, Linked Issues, Worklog and Activity.
Details
The Details page has fields with dropdowns that are Project, Issue Type, Assignee, Reporter, Summary, Description, Parent and Created Date.
Planning
The Planning Page has dropdown fields that are Target Started Date, Target End Date, Actual Start Date, Actual End Date, Calculated Start Date, Calculate End Date, Baseline Start Date, Baseline End Date, Billing Currency, Billing Amount, Story Point, Manday Target, Manday Actual, Manday Allocated, Manday Billing.
Attachment
The Attachment page has an Upload file button or Drag and Drop file Anywhere option.
Comment
The Comment Page has a Search Bar to search for comments in the table below and a plus button to create new comments. The table has columns which have Date, User and Comment.
Subtask
The Subtask page includes a Search Bar to search for issues within the table below and a Plus Sign Button to create a new issue under subtasks.
The table contains the following columns:
Issue Type
Issue Number
Summary
Linked Issue
The Linked Issue page includes a Search Bar to search for projects or issues within the table below and a Plus Sign Button to create new linked issues.
The table contains the following columns:
Project
Issue Type
Issue Number
Summary
Description
Assignee
Due Date
Status
Worklogs
The Worklog page includes a Search Bar to search for worklogs within the table below and a Plus Sign Button to create or log work.
Log Time
The user will be taken to the Log Work page by clicking on the Plus Sign Button on the worklog page. This page includes the following fields:
Activity Type
Duration
Description
Activity
The Activity page within the Edit Issue tab includes the following:
Project
Issue Number
It also includes a Search Bar to search for activities within the table below.
The table contains the following columns:
Date
User
Activities
Payment
The Payment tab of the Create Purchase Credit Note page includes a Plus button to get to the Add Payment page and a table below with the following columns:
Payment Method
Date
Paid Amount
Remarks
Add Payment
The Add Payment page includes a Settlement Method dropdown and an Add Button on the top right that should be clicked after selecting the method.
Department Hdr
The Department Hdr tab of the Create Purchase Credit Note page includes the following dropdowns:
Segment
G/L Dimension
Profit Centre
Project
KO For
The KO For page includes three tabs: KO For Purchase GRN, KO For Purchase Order, and KO For Supplier Delivery Order.
KO For Purchase GRN
The KO For Purchase GRN page includes a table with the following columns:
Doc No.
Doc Type
Ref. No.
Txn Date
Branch Code
Customer
There is a Knock Off button that should be clicked if the user wants to knock off the document.
KO For Purchase Order
The KO For Purchase Order page includes a table with the following columns:
Doc No.
Doc Type
Ref. No.
Txn Date
Branch Code
Customer
There is a Knock Off button that should be clicked if the user wants to knock off the document.
KO For Supplier Delivery Order
The KO For Supplier Delivery Order page includes a table with the following columns:
Doc No.
Doc Type
Ref. No.
Txn Date
Branch Code
Customer
There is a Knock Off button that should be clicked if the user wants to knock off the document.
Edit Purchase Credit Note
Main Details
The Main Details page of Edit Purchase Credit Note has fields to be filled which are Document Type, Document No (Tenant), Document No (Company), Document No (Branch), Branch, Location, Purchaser, Transaction Date, Credit Terms, Reference, Remarks Currency. The fields with “*” sign with it is mandatory to be filled.
Account
The Account tab of the Edit Purchase Credit Note tab has 3 further chapters that are Entity Detail, Bill To and Ship To.
There is a Reset, Final and Save Button on top right to reset the changes made and Final Button that is to be clicked in order to finalize the changes made after filling in the details in all the pages. The save Button is to save the changes made.
Entity Details
The Entity Details page of the Account tab has fields to be filled that are Entity ID, Entity Name, Status, Entity Type, Identity Type, ID Number, Currency, GL Code, Description, Email and Phone Number.
Bill To
The Bill to Page of Account tab has fields that are Name, Email, Phone No, Shipping Address, Country, State, City and Postcode.
Ship To
The Ship to Page of Account tab has fields that are Recipient Name, Email, Phone No, Shipping Address, Country, State, City and Postcode.
Line Items
The Line Items tab has a Table that has information about the items that are Item Code, Item Name, UOM, Qty, Unit Price (inclusive Tax), SST/VAT/GST, Txn Amount.
The page also has a Plus Button that can be clicked to get to the Select Item Page.
Select Item
The Select Item Page has a Search Bar to search for items in the Table Below. The user can click on any item from the table and it will take him to the Add Item Page.
Add Item
The Add Item Page has further chapters that include Item Details, Costing Details, Pricing Details and Issue Link.
Item Details
The Item Details page has further chapters that are Main Details, Delivery Instructions and Department.
Main Details
The Main Details Page has all the fields with details of the item that includes Item Code, Item Name, UOM, Pricing Scheme, Unit Price STD (Inclusive of tax), Unit Price STD (Exclusive of tax), Unit Discount, Quantity Base, Quantity by UOM, UOM to Base Ratio, Unit Price STD by UOM (Inclusive of tax), Unit Price by STD by UOM (Exclusive of tax), Unit Discount by UOM (Exclusive 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 * Quantity), Discount Amount (Exclusive of Tax), Amount Net (Exclusive of Tax), SST Code, SST/GST/VAT, Tax Amount, WHT Code, WHT, WHT Amount, Unit Price Transaction (Inclusive of Tax), Last Purchase Price, Txn Amount, and Remarks.
Delivery Instructions
The Delivery Instruction page of Item Details has 2 parts:
1st part has delivery instruction with Instructions and Delivery Note
2nd is Delivery Message Card which has 2 checkboxes that are Copy From Entity Name and Copy from Recipient Name. The 2nd part also has From, To and Message fields.
Department
The Department page of Item Details page has Segment, G/L Dimension, Profit Centre and Project.
Costing Details
The Costing Details page has a table with columns of Company Name, Location Code, Qty, Moving Average Unit Cost, Weighted Average Unit Cost, FIFO Unit Cost, Manual Unit Cost, Last Purchase Unit Cost.
Pricing Details
The Pricing Details page has a UOM and table with columns of Pricing Schema Code, Pricing Schema Name, Unit Price and Modified Date.
Issue Link
The Issue Link page of Add Item has a Search tab and Table with Project Name, Issue Number, Issue Summary, Issue Description, Assignee, Created Date, Resolved Date and Status.
Edit Issue
The Edit Issue Page has Project and Issue Number, Further chapters that include Details, Planning, Attachment, Comment, Subtasks, Linked Issues, Worklog and Activity.
Details
The Details page has fields with dropdowns that are Project, Issue Type, Assignee, Reporter, Summary, Description, Parent and Created Date.
Planning
The Planning Page of Edit Issue tab has dropdown fields that are Target Started Date, Target End Date, Actual Start Date, Actual End Date, Calculated Start Date, Calculate End Date, Baseline Start Date, Baseline End Date, Billing Currency, Billing Amount, Story Point, Manday Target, Manday Actual, Manday Allocated, Manday Billing.
Attachment
The Attachment page of the Edit Issue page has an Upload file button or Drag and Drop file Anywhere option.
Comment
The Comment Page of Edit Issue page has a Search Bar to search for comments in the table below and a plus button to create new comments.
The table has columns which have Date, User and Comment.
Subtask
The Subtask page of Edit Issue page has a Search Bar to search for issues in the table below and Plus Sign Button to create issue under subtasks.
The table has columns that are Issue Type, Issue Number and Summary.
Linked Issues
The Linked Issue page has a Search Bar to search for projects or issues in the table below and Plus Sign Button to create linked issues.
The table has columns that are Project, Issue Type, Issue Number, Summary, Description, Assignee, Due Date and Status.
Worklog
The Worklog page has a Search Bar to search for worklogs in the table below and Plus Sign Button to Create /Log Work.
Log Time
The user will get to the Log Work page by clicking on the Plus Sign Button on the worklog page. This page has fields that are Activity Type, Duration and Description.
Activity
The Activity page of the Edit Issue tab has Project, Issue Number and a Search Bar to search for Activity in the table below. The Table below has columns that are Date, User and Activities.
Payment
The Payment tab of Edit Purchase Credit Note has a Plus button to get to the Add Payment page and table below that has Payment Method, Date, Paid Amount and Remarks.
Add Payment
The Add Payment page has Settlement Method dropdown with Add Button on top right that should be clicked after selecting the Method.
Department HDR
The Department Hdr tab of edit Purchase Credit Note has Segment, G/L Dimension. Profit Centre and Project dropdowns.
Contra
The Contra tab of Edit Purchase Credit Note has table that has columns with Server Doc Type, Status, Date and Amount Contra.
There is a Plus sign button to get to select document page.
Select Document
The Select Document page has a search bar and table with columns of Doc No, Branch, Server Doc Type and Status.
Doc Link
The Doc Link page has 2 tabs that are Copied From and Copied To.
Copied From
The Copied From page of Doc Link has a table with Doc No, Branch, Server Doc Type and Status.
Copied To
The Copied To page of Doc Link has a table with Doc No, Branch, Server Doc Type and Status.
Attachment
The attachment page has a table with columns that are File Name, Size, Updated Date and Updated By.
There is also a plus sign Button to get to Add Payment Page.
Add Attachment
The Add Attachment page has Upload File Button and Add button on top right to add the file after the upload.
Export
The Export page of Edit Purchase Credit Note has a dropdown of Printable Format and Export as PDF button.
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