Acc Reports Unapproved Credit Notes

(Difference between revisions)

Current revision as of 11:18, 5 August 2010

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

Users go to Acc> Reports> Unapproved Credit Notes
Click Unapproved Credit Notes button
HTML result with Go back and Download to Excel buttons
- Go back -> AccReport
- Download to Excel -> Excel report
Download a spread sheet for unapproved credit notes report

@@ Line 9: / Line 9: @@
 == Steps ==
-* User go to Acc> Reports> Unapproved Credit Notes
+* Users go to Acc> Reports> Unapproved Credit Notes
 * Click Unapproved Credit Notes button
+* HTML result with Go back and Download to Excel buttons
+** Go back -> AccReport
+** Download to Excel -> Excel report
 * 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 ==
+== Result ===
-* Excel format
+* HTML and Excel
+* Display by columns:
+** CT# with link
+** Invoice# with link
+** Issued to (Mapped to bill to party)
+** Date issued (date that operator issued the credit note)
+** Issued by (Operator name)
+** Total (amount with currency)
+== Output ==
-Same as HTML (ZUL)
+* Download to Excel
+* HTML with paging and sorting report