Acc Reports Unapproved Credit Notes

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[[Category:AccReps]]
[[Category:AccReps]]
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== Biz requirement ==
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Unapproved Credit Notes report is used for viewing the list of credit notes that have been issued but pending for approval
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== Button ==
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* Unapproved Credit Notes
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== Steps ==
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* User go to Acc> Reports> Unapproved Credit Notes
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* Click Unapproved Credit Notes button
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* Download a spread sheet for unapproved credit notes report
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////////////////////////////////////////////////////////////////not done
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== Output ==
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* 8 columns for Purchase Invoices:
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** Receiving office
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** Vendor
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** Invoice# with links
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** Date
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** CT/M#s
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** Currency
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** Amount
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** Status > show X with description for incomplete invoices
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* 7 columns for Sales Invoices:
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** Issuing office
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** Bill To Party Company
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** Invoice# with links
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** Date
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** CT/M#s
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** Currency
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** Amount
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* 7 columns for Internal Invoices:
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** Issuing office
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** Receiving office
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** Invoice# with links
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** Date
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** CT/M#s
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** Currency
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** Amount
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* Button
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** Go back
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** Edit
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** Remove
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** Download to Excel
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* With paging and sorting for all reports.
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== With download to xls ==
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* Excel format
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Same as HTML (ZUL)

Revision as of 22:38, 2 December 2009


Contents

Biz requirement

Unapproved Credit Notes report is used for viewing the list of credit notes that have been issued but pending for approval

Button

  • Unapproved Credit Notes

Steps

  • User go to Acc> Reports> Unapproved Credit Notes
  • Click Unapproved Credit Notes button
  • Download a spread sheet for unapproved credit notes report

////////////////////////////////////////////////////////////////not done

Output

  • 8 columns for Purchase Invoices:
    • Receiving office
    • Vendor
    • Invoice# with links
    • Date
    • CT/M#s
    • Currency
    • Amount
    • Status > show X with description for incomplete invoices
  • 7 columns for Sales Invoices:
    • Issuing office
    • Bill To Party Company
    • Invoice# with links
    • Date
    • CT/M#s
    • Currency
    • Amount
  • 7 columns for Internal Invoices:
    • Issuing office
    • Receiving office
    • Invoice# with links
    • Date
    • CT/M#s
    • Currency
    • Amount
  • Button
    • Go back
    • Edit
    • Remove
    • Download to Excel
  • With paging and sorting for all reports.

With download to xls

  • Excel format

Same as HTML (ZUL)

Retrieved from "https://wiki.jaguarfreight.com/Acc_Reports_Unapproved_Credit_Notes"
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