Acc Reports Unapproved Credit Notes

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== Steps ==
== Steps ==
-
* User go to Acc> Reports> Unapproved Credit Notes
+
* Users go to Acc> Reports> Unapproved Credit Notes
* Click Unapproved Credit Notes button
* 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
* Download a spread sheet for unapproved credit notes report
 +
 +
== Result ===
 +
* 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 ==
== Output ==
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* 8 columns for Purchase Invoices:
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-
** Receiving office
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* Download to Excel
-
** Vendor
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* HTML with paging and sorting report
-
** 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
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-
** Go back
+
-
** Edit
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-
** Remove
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-
** Download to Excel
+
-
* With paging and sorting for all reports.
+

Current revision as of 11:18, 5 August 2010


Contents

[edit] Biz requirement

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

[edit] Button

  • Unapproved Credit Notes

[edit] Steps

  • 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

[edit] Result =

  • 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)

[edit] Output

  • Download to Excel
  • HTML with paging and sorting report
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