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3.0 Edit Purchase Debit Note
- Ghada Amgad
3.1 Editing a Purchase Debit Note
3.1.1 Editing Draft/Final Entry
Users can edit a purchase debit note as they see fit and click on the “SAVE” button once they are satisfied with the changes. For entries in “DRAFT” status, the Location and Branch of the company can still be edited along with the other fields. The “Server Doc 1, 2 and 3” fields are for the technical side and can be ignored.
3.1.2 Reset DRAFT Entry
Clicking on the “RESET” button will remove all the data for the selected entry that is in DRAFT status.
3.1.3 Reset Finalized Job
Clicking on the “RESET” button will NOT work on the selected entry that is in “FINAL” status. This is because the entry is already finalized.
3.2 Editing Purchase Debit Note Line Items
3.2.1 Main Details
To edit a line item, select an item from the listing. Fill in the form under the “Main Details” tab of Item Details.
3.2.2 Delivery Instructions
Users can add delivery instructions along with a delivery message to a line item. Then click the “SAVE” button to save the changes.
3.2.3 Department Addition
Users can add a department to the line item by filling the form under the “Department” tab. Then click the “SAVE” button to save the changes.
3.2.4 Linked Documentation
Users can view Doc Links for the item, along with details as to where it was “copied from”.
Users can view Doc Links for the item, along with details as to where it was “copied to”.
3.2.5 Delivery Details
Users can view the details regarding the delivery of a line item under the “Delivery Details” tab.
3.3 Costing Details
Users can view details of an item cost under the “Costing Details” tab.
3.4 Pricing Details Listing
Users can view a list of pricing details for the selected “Line Item”. The listing can be updated based on the selected UOM.
3.4.1 Editing Pricing Details
Users can select a pricing detail and edit it. The “ADD” button needs to be clicked to save changes.
3.5 Item Issues
Users can view the list of issues associated with a line item.
3.5.1 Issue Details
Users can edit the details of the issue link by filling the form under the “Details” tab.
3.5.2 Issue Planning
Users can fill in the form under the “Planning” tab to plan out the issue link.
3.5.2 Issue Attachment
Users can add an attachment to the issue link.
3.5.3 Issue Comment
Users can view the comments associated with an issue link. They can click on the “+” button to add a comment to the line item.
3.5.4 Issue Sub tasks
Users can view the sub tasks associated with an issue link. They can click on the “+” button to add new sub tasks to a line item.
3.5.5 Linked Issues
Users can view the linked issues associated with a given line item. Users can add linked issues by clicking on the “+” button.
3.5.6 Issue Work log
Users can view the work log associated with a given line item. Users can add to their logs by clicking on the “+” button.
3.5.6.1 Log Work
Users can fill in the form to log work. They need to select an activity type, date, duration, and description. The log will be saved when they go back to the previous page by clicking on the Log Time button with the back symbol.
3.5.7 Issue Activity
Users can view the activity associated with a line item. When all the required edits have been made, users can click the “SAVE” button on the top right corner to save all the changes.
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