Setup for the new enhancement
No. Series / Purchase and Payable Setup |
---|
i. Create No. Series for Purchase Debit Note, Purchase Credit Note, Temp Purchase InvoiceNOTE: No. series description to be show on the Payment Schedule Report - Column "Document Type" **Screen Capture below just for example. The no. series code and number structure should be decide by UICL. 1 - Purchase Credit Note (e.g. BZ-P-CN) - the no, series use for identify the document is for Credit Note when user create purchase invoice 2 - Purchase Debit Note (e.g. BZ-P-DN) - Debit Note no. to be use for the "Purchase Credit Memo" it created when Purchase Return posting. 3 - Temp Purchase Invoice (e.g. PI-T) - use for handle the unreceived purchase case. |
ii. Add No. Series Relationshipa) Number series use in Purchase Invoice
Case example for select no. series in Purchase Invoice When user create purchase invoice user can select the document is created for Purchase Invoice, Purchase Credit Note or Temp. Invoice 1) click the ... button next to No. field 2) select the no. series. for example, if the document is created for purchase invoice, select PI 3) click OK to confirm the selection b) Number series use for Purchase Credit Memo
NOTE: both Default Nos. and Manual Nos. are need to tick for Debit Note no and purchase credit memo no.
Case example for select no. series in Purchase Credit Memo When user create purchase credit memo user need to select the no, series it use for identify the document type is Purchase Credit Memo 1) click the ... button next to No. field 2) select the no. series. for example, select PC 3) click OK to confirm the selection NOTE: Debit Note Number mainly use for the posted credit memo it created by post purchase return. |
iii. Purchas & Payable Setup - Assign the new no. series for Credit Memo
Note:
|
Set up for Default Signed By |
---|
i. Users - Enter 'title' for the user who will sign the purchase invoice, purchase debit note etc for example, user Jenny Wong to be sign the document, enter the Title for the user. The title to be print on the signature area of the said documents ii. Purchase & Payable Setup Select the user in Default Sign by When the new purchase invoice is created, the default signed by to be show on the purchase invoice The document signature area to be shows the title of the sign by user. Please note, the document to be print from Posted Purchase Invoice. |