Search Invoices Report

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Line 64: Line 64:
Same as HTML (ZUL)
Same as HTML (ZUL)
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== Tweak V.1.a ==
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tw1) Add radio button for Credit Note Invoices to the forth choice of Invoice Type filter
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'''Steps'''
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* If user selects Credit Note Invoices radio button
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* Filter dynamic changes"
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** Issuing Office > dropdown (office lists and All option) > Credit Note Invoices Invoices radio button selected
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** Bill To Party company > dropdown list > for Credit Note Invoices radio selected
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** Date > from/to date calendar
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** Amount > from/to number fields
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* User set filters and clicks "generate result" button
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* See result
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 +
tw2) HTML report 8 columns for Credit Note 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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* Issuing by
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* Date
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* CT/M#s with links
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* Currency
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* Amount
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 +
tw3) Buttons on the HTML result page
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* Go back
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* Download to Excel
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 +
tw4) Please make hyperlink for CT/M#s for purchase, sale, Internal and Credit Note invoices on HTML report and EXCEL report
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 +
* With paging and sorting for all reports.

Revision as of 20:25, 3 December 2009


Contents

Biz requirement

Search Invoice is used for search invoices report for Purchase, Sales, or Internal Invoices by applying filters

Filters

  • Invoice Type > radio button
    • Purchase Invoices
    • Sales Invoices
    • Internal Invoices
  • Receiving Office > dropdown (office lists and All option) > for Purchase or Internal Invoices radio button selected
  • Issuing Office > dropdown (office lists and All option) > for Sales or Internal Invoices radio button selected
  • Vendor > dropdown list (vendor)> for Purchase Invoices radio selected
  • Bill To Party company > dropdown list > for Sales Invoices radio selected
  • Invoice # contains> text box
  • Date > from/to date calendar
  • Amount > from/to number fields

Button

  • Go back > go back to the previous page
  • Reset Form > clear all filter
  • Generate Result > HTML result(s) with CT#links and paging
    • Go back > go back to the previous page
    • Edit > edit record by selecting record that need to be edited
    • Remove > remove record by selecting record that need to be removed
    • Download to Excel > Excel report with CT# links

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)

Tweak V.1.a

tw1) Add radio button for Credit Note Invoices to the forth choice of Invoice Type filter Steps

  • If user selects Credit Note Invoices radio button
  • Filter dynamic changes"
    • Issuing Office > dropdown (office lists and All option) > Credit Note Invoices Invoices radio button selected
    • Bill To Party company > dropdown list > for Credit Note Invoices radio selected
    • Date > from/to date calendar
    • Amount > from/to number fields
  • User set filters and clicks "generate result" button
  • See result

tw2) HTML report 8 columns for Credit Note Invoices:

  • Issuing office
  • Bill To Party Company
  • Invoice# with links
  • Issuing by
  • Date
  • CT/M#s with links
  • Currency
  • Amount

tw3) Buttons on the HTML result page

  • Go back
  • Download to Excel

tw4) Please make hyperlink for CT/M#s for purchase, sale, Internal and Credit Note invoices on HTML report and EXCEL report

  • With paging and sorting for all reports.
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