Credit Note

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===Functionality ===
===Functionality ===
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1) Credit note that got issued will be pending for an approval.  
+
1) Credit note that got issued for both Sale and Internal Invoices 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.  
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.
+
3) Email request for an approval consists of the CT# with hyperlink to the CT# Invoice Tab  
 +
* '''Email content'''
 +
Dear (an approval user),
 +
This CT# is requested to issue credit note for invoice# on (Date issued) by (Issued by) for amount of (number and currency) is  
 +
pending for your approval. Please view and approve the credit note record. Thank you.
 +
Best regards,
 +
Jaguar Freight Services IT Team
4) An approval user will be able to click the link from email that will bring user to the CT# Invoice Tab.
4) An approval user will be able to click the link from email that will bring user to the CT# Invoice Tab.
Line 21: Line 27:
** '''Email content'''
** '''Email content'''
  Dear (operator who requested credit note approval),
  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.
+
  This CT# that you requested to issue for invoice# on (Date issued) for amount of (number and currency) is REJECTED by (an approval  
-
  Best regard,
+
user) on (date time stamp). If you need further information, please contact (an approval user) directly. Thank you.
-
  Jaguar Freight Service IT Team
+
  Best regards,
 +
  Jaguar Freight Services 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.   
+
* 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  
-
5)This credit note will not be issued until it gets approved by approval user
+
** '''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 APPROVED by (an approval  
 +
user) on (date time stamp). Please view and print out the credit note for recording purpose in accounting bin. Thank you.
 +
  Best regards,
 +
Jaguar Freight Services IT Team
 +
 
 +
7)This credit note will not be issued (PDF) until it gets approved by approval user
 +
 
 +
=== Email Distribution ===
 +
* WHO? Different list per office. (all management/all super accounting level? waiting for a list per office from Stephanie and Simon)
 +
** Each office, there is a different list of users who has permission to approve the credit note.

Revision as of 15:31, 4 December 2009

Contents

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 for both Sale and Internal Invoices 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

  • Email content 
Dear (an approval user),
This CT# is requested to issue credit note for invoice# on (Date issued) by (Issued by) for amount of (number and currency) is   
pending for your approval. Please view and approve the credit note record. Thank you.
Best regards,
Jaguar Freight Services IT Team

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 regards,
Jaguar Freight Services 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
    • 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 APPROVED by (an approval 
user) on (date time stamp). Please view and print out the credit note for recording purpose in accounting bin. Thank you.
Best regards,
Jaguar Freight Services IT Team

7)This credit note will not be issued (PDF) until it gets approved by approval user

Email Distribution

  • WHO? Different list per office. (all management/all super accounting level? waiting for a list per office from Stephanie and Simon)
    • Each office, there is a different list of users who has permission to approve the credit note.
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