Credit Note

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(Created page with '== Issue Credit Note == ===Introduction === Issuing Credit Note is requiring an approval from a group of users who has permission to approve the credit that will be issued. ==…')
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===Introduction ===
===Introduction ===
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Issuing Credit Note is requiring an approval from a group of users who has permission to approve the credit that will be issued.  
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Issuing Credit Note is requiring an approval from a group of users who has permission to approve the credit that will be issued. The system will send an email notification request to a group of users for an approval. Once the credit is approved, credit note will be issued and system will send an email notification response to the user who requested an approval in order to view and print a credit note document.  
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===Functionalities ===
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===Functionality ===
1) Credit note that got issued will be pending for an approval.  
1) Credit note that got issued will be pending for an approval.  
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2) There is a request for an approval sending to the users who have permission to approve the credit by email.  
2) There is a request for an approval sending to the users who have permission to approve the credit by email.  
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3) This credit note will not be issued until it gets approved by approval user
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4) Email request for an approval will consist of the CT# with hyperlink to the CT# Invoice Tab
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3) Email request for an approval consists of the CT# with hyperlink to the CT# Invoice Tab and detail saying that this CT# is issued for invoice# on (Date issued) by (Issued by) for amount of (number and currency) is pending for your approval.
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5)
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4) An approval user will be able to click the link from email that will bring user to the CT# Invoice Tab.
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5) An approval user will be able to view the record by clicking on the record that is PENDING.
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6) An approval user will be able to approve or reject the credit note.
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* IF the pending credit note is rejected, this pending record will be deleted from the system and system will generate an email to the operator who requested a credit note that this CT# with hyperlink to the CT# Invoice Tab
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** '''Email content'''
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Dear (operator who requested credit note approval),
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This CT# that you requested to issue for invoice# on (Date issued) for amount of (number and currency) is rejected by (an approval user) on (date time stamp). If you need further information, please contact (an approval user) directly. Thank you.
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Best regard,
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Jaguar Freight Service IT Team
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* IF the pending credit note is approved, this pending record will be issued credit note document and the system will generate an email to the operator who requested a credit note that this CT# with hyperlink to the CT# Invoice Tab and detail saying that this CT# that you requested to issue for invoice# on (Date issued) for amount of (number and currency) is approved by (an approval user) on (date time stamp). Please view and print out credit note for recording purpose. 
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5)This credit note will not be issued until it gets approved by approval user

Revision as of 15:07, 4 December 2009

Issue Credit Note

Introduction

Issuing Credit Note is requiring an approval from a group of users who has permission to approve the credit that will be issued. The system will send an email notification request to a group of users for an approval. Once the credit is approved, credit note will be issued and system will send an email notification response to the user who requested an approval in order to view and print a credit note document.

Functionality

1) Credit note that got issued will be pending for an approval.

2) There is a request for an approval sending to the users who have permission to approve the credit by email.

3) Email request for an approval consists of the CT# with hyperlink to the CT# Invoice Tab and detail saying that this CT# is issued for invoice# on (Date issued) by (Issued by) for amount of (number and currency) is pending for your approval.

4) An approval user will be able to click the link from email that will bring user to the CT# Invoice Tab.

5) An approval user will be able to view the record by clicking on the record that is PENDING.

6) An approval user will be able to approve or reject the credit note.

  • IF the pending credit note is rejected, this pending record will be deleted from the system and system will generate an email to the operator who requested a credit note that this CT# with hyperlink to the CT# Invoice Tab
    • Email content 
Dear (operator who requested credit note approval),
This CT# that you requested to issue for invoice# on (Date issued) for amount of (number and currency) is rejected by (an approval user) on (date time stamp). If you need further information, please contact (an approval user) directly. Thank you.
Best regard,
Jaguar Freight Service IT Team
  • IF the pending credit note is approved, this pending record will be issued credit note document and the system will generate an email to the operator who requested a credit note that this CT# with hyperlink to the CT# Invoice Tab and detail saying that this CT# that you requested to issue for invoice# on (Date issued) for amount of (number and currency) is approved by (an approval user) on (date time stamp). Please view and print out credit note for recording purpose.

5)This credit note will not be issued until it gets approved by approval user

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