|
Definition:
Purchase Transaction List is the list that contains every transaction movement generated in the Purchase Module.
The Purchase No. should remain the same throughout the Quote, Order and Bill once it has been assigned.
Scenarios in Purchase Transaction Lists
Scenario 1 Purchase order > change to Bill
1.User creates a purchase order. There are 2 items which are $100 each, total is $200, Tax is $18.18.
2.User changes this order into a open bill.
3.There is one transaction in the purchase transaction list > Purchase tab, which is the normal open bill transaction.
.png)
Scenario 2 Create Quote & Delete quote
There is no transaction movement at this stage. You may record the quote as a record only. But a Quote can be changed into an Order or Bill by simply clicking Change to Order and Change to Bill.
Scenario 3 Create Order & Delete Order
There is no transaction movement at this stage. You may record the quote as a record only. But the Order can be changed into a Bill by simply clicking Change to Bill.
Scenario 4 Create open bill > delete this open bill
1.User created an open bill.
2.Two transactions created.
3.User deletes this open bill , then the other two transactions will be deleted accordingly.
Scenario 5 Create open bill > PAY BILL > delete this open bill
1.User created an open bill.
2.User fully paid this open bill.
3.There are two transactions in total.
4.Then the open bill has changed into a closed bill.
5.User deletes the bill, and the above three transactions will disappear
6.Closed Bills will not be allowed to be modified in Q6.
7.There are five options of Quote, Order, Open bill, Debit notes and Closed Bills if a user clicks New Purchase under purchase Transaction list All tab.
|