Search Invoices Report
From UG
(Difference between revisions)
(→Tweak V.1.a) |
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| Line 82: | Line 82: | ||
* Issuing office | * Issuing office | ||
* Bill To Party Company | * Bill To Party Company | ||
| - | * | + | * Credit Note# with links |
* Issued by | * Issued by | ||
* Date | * Date | ||
| Line 95: | Line 95: | ||
tw4) With paging and sorting for all reports. | tw4) With paging and sorting for all reports. | ||
| - | tw5) Make hyperlink for CT/M#s for purchase, sale, Internal and Credit Note invoices on HTML report and EXCEL report | + | tw5) Result shows for both approved and unapproved(pending) credit notes. |
| + | |||
| + | tw6) Make hyperlink for CT/M#s for purchase, sale, Internal and Credit Note invoices on HTML report and EXCEL report | ||
'''NOTE:''' Tw1)-tw5) are updated by [[user:Tira|Tira]] 3:30 PM 3 Dec 2009 | '''NOTE:''' Tw1)-tw5) are updated by [[user:Tira|Tira]] 3:30 PM 3 Dec 2009 | ||
Revision as of 20:34, 17 January 2010
Contents |
Biz requirement
Search Invoice is used for search invoices report for Purchase, Sales, or Internal Invoices by applying filters
Filters
- Invoice Type > radio button
- Purchase Invoices
- Sales Invoices
- Internal Invoices
- Receiving Office > dropdown (office lists and All option) > for Purchase or Internal Invoices radio button selected
- Issuing Office > dropdown (office lists and All option) > for Sales or Internal Invoices radio button selected
- Vendor > dropdown list (vendor)> for Purchase Invoices radio selected
- Bill To Party company > dropdown list > for Sales Invoices radio selected
- Invoice # contains> text box
- Date > from/to date calendar
- Amount > from/to number fields
Button
- Go back > go back to the previous page
- Reset Form > clear all filter
- Generate Result > HTML result(s) with CT#links and paging
- Go back > go back to the previous page
- Edit > edit record by selecting record that need to be edited
- Remove > remove record by selecting record that need to be removed
- Download to Excel > Excel report with CT# links
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
- Excel format
Same as HTML (ZUL)
Tweak V.1.a
tw1) Add radio button for Credit Note Invoices to the forth choice of Invoice Type filter
Steps
- If user selects Credit Note Invoices radio button
- Filter dynamic changes"
- Issuing Office > dropdown (office lists and All option) > Credit Note Invoices Invoices radio button selected
- Bill To Party company > dropdown list > for Credit Note Invoices radio selected
- Date > from/to date calendar
- Amount > from/to number fields
- User set filters and clicks "generate result" button
- See result
tw2) HTML report 8 columns for Credit Note Invoices:
- Issuing office
- Bill To Party Company
- Credit Note# with links
- Issued by
- Date
- CT/M#s with links
- Currency
- Amount
tw3) Buttons on the HTML result page
- Go back
- Download to Excel
tw4) With paging and sorting for all reports.
tw5) Result shows for both approved and unapproved(pending) credit notes.
tw6) Make hyperlink for CT/M#s for purchase, sale, Internal and Credit Note invoices on HTML report and EXCEL report
NOTE: Tw1)-tw5) are updated by Tira 3:30 PM 3 Dec 2009
