Search Invoices Report

From UG

Revision as of 20:29, 3 December 2009

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) With paging and sorting for all reports.

tw5) Make hyperlink for CT/M#s for purchase, sale, Internal and Credit Note invoices on HTML report and EXCEL report

NOTE: Tw1)-tw5) are updated by Tira 3:30 PM 3 Dec 2009