Acc Reports Unapproved Credit Notes

From UG

Revision as of 14:29, 7 December 2009 (edit) Montira (Talk | contribs) (→Steps) ← Older edit		Revision as of 20:45, 15 December 2009 (edit) (undo) Alex (Talk | contribs) Newer edit →
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Revision as of 20:45, 15 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

• 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

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
• HTML with paging and sorting report