Acc Reports Unapproved Credit Notes

From UG

Revision as of 21:36, 4 December 2009 (edit) Montira (Talk | contribs) (→Steps) ← Older edit		Revision as of 21:37, 4 December 2009 (edit) (undo) Montira (Talk | contribs) (→Result =) Newer edit →
Line 17:		Line 17:
	== Result ===		== Result ===
	* HTML and Excel		* HTML and Excel
-	** Display by columns	+	* Display by columns:
	** CT# with link		** CT# with link
	** Invoice# with link		** Invoice# with link

---

Revision as of 21:37, 4 December 2009

Contents 1 Biz requirement 2 Button 3 Steps 4 Result = 5 Output

Biz requirement

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

Button

• Unapproved Credit Notes

Steps

• User 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

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

• • Download to Excel
• With paging and sorting for all reports.