4.1 Sales Transaction

For the sales transaction workflow, we will use the Internal Sales Invoice Applet as an example to illustrate the process. The workflow for other similar document types follows a similar structure.

4.1.1 Access the Sales Invoice Applet Navigate to the main sales invoice listing page. Click the "+" button to create a new invoice.

4.1.1 Access the Sales Invoice Applet Navigate to the main sales invoice listing page. Click the "+" button to create a new invoice.

4.1.2 Fill in Mandatory Fields

The three most important tabs are the Main Tab, Account Tab, and Line Tab, These tabs will be highlighted in red, indicating that the user must complete the compulsory fields for the system to save the transaction in draft mode. Once the required fields are filled in, the tabs will turn gray.

4.1.2.1 Main Tab

Select your company, branch, and location.
Currency: When performing an export transaction, the currency is based on the customer setting.
Forex history: For historical transactions configured under the Forex applet, you can fetch the live rate from the applet.

4.1.2.2 Account Tab

Choose the Entity ID: The entity depends on which applet the user is in and on the document type. If it’s a sales transaction, the entity will be the customer. In this example, the Sales Invoice applet will refer to a customer.
The user can search for the customer by phone number, customer name, or IC number
Once you choose the customer entity ID, the details will be auto-filled.
Bill to: Ensure the billing address information is complete. Incomplete information will not be considered valid in the Peppol system.

4.1.2.3 Lines Tab

Go into the ‘Lines’ tab.
Search for the item you want to add.
Select your item from the list.
A new window will slide in, allowing you to modify fields like quantity if needed.
Specify the pricing scheme, experience UOM, and SST code (e.g., SRS6 for testing).
Click ‘Add’ on the top right corner once you finish.

These are the main fields, but for a more detailed understanding of each tab, refer to the user guide of the Main Details Tab - Internal Sales Invoice Applet.

4.1.3 Save and Finalize

After completing the required fields in the three necessary tabs click ‘SAVE’ to save your changes or progress.

Once you return to the listing menu, the document will initially be in DRAFT. status

To finalize it, check the box and click the "FINAL" button at the top of the listing menu, or Click on the transaction to open it, then select the FINAL button

After clicking ‘Final’, a printable version will be available for download, along with a green notification message indicating ‘Posting Successfully’

The Branch and Company Code will be generated (replacing NAN), which can be viewed in the listing. This indicates that the transaction has been finalized.

After the document is finalized, users will no longer be able to edit any of the compulsory fields.

The sales invoice has been successfully sent to the My E-Invoice Applet’s posting queue.

4.1 Sales Transaction﻿

4.1.1 Access the Sales Invoice Applet﻿

4.1.1 Access the Sales Invoice Applet﻿

4.1.2 Fill in Mandatory Fields﻿

4.1.2.1 Main Tab﻿

4.1.2.2 Account Tab﻿

4.1.2.3 Lines Tab﻿

4.1.3 Save and Finalize﻿