Purchase Receipt - Revision history

Gelo at 06:19, 18 April 2022

2022-04-18T06:19:43Z

Gelo: Changed categories.

2022-04-08T04:05:23Z

Changed categories.

Gelo: Changed categories.

2022-04-06T06:38:12Z

Changed categories.

Gelo: Changed categories.

2022-04-06T06:38:02Z

Changed categories.

Gelo at 05:37, 25 March 2022

2022-03-25T05:37:49Z

Gelo at 04:13, 18 March 2022

2022-03-18T04:13:04Z

Gelo at 04:17, 11 February 2022

2022-02-11T04:17:50Z

Gelo at 05:20, 10 December 2021

2021-12-10T05:20:40Z

Gelo at 05:31, 6 September 2021

2021-09-06T05:31:57Z

Gelo at 04:41, 5 May 2021

2021-05-05T04:41:47Z

@@ Line 25: / Line 25: @@
 {| class="wikitable" style="margin: auto;"
 |+Adding Purchase Receipt Field Information
-!Field
+!'''Field'''
-!Description
+!'''Description'''
-!Expected Values
+!'''Allowed Inputs'''
 |-
 |1.[[Supplier]]
 |•Name of Supplier
 |•Supplier List provided in the Supplier Maintenance Module
 |-
 |2.[[Import Purchase Order|IPO]] / [[Purchase Order|PO]]Number
 |•Purchase Order or Import Purchase order Reference Number for the Transaction
-|•Alphanumeric
+|•Import Purchase Order or Purchase Order list created in the Import Purchase Order and Purchase Order Module
 |-
 |3.Attachment
 |•Attachment as a proof of payment or other information regarding the transaction
 |•PNG/PDF or JPG file type
 |-
 |4.Document Date
 |•Date when the document is created
-|•Date
+|•Date picker provided by the system
 |-
 |5.Invoice No
 |•Invoice Reference No
 |•Alphanumeric
 |-
 |6.[[Warehouse]]
 |•Warehouse where the items should be delivered
 |•Warehouse List provided from Warehouse Maintenance Module
 |-
 |7.Notes
 |•Other Remarks for the Transaction
-|•Text
+|•Alphanumeric
 |}Notes:

← Older revision		Revision as of 04:05, 8 April 2022
Line 113:		Line 113:
	[[Category:Purchase]]		[[Category:Purchase]]
	[[Category:Purchase Reports]]		[[Category:Purchase Reports]]
		+	[[Category:Inventory]]

← Older revision		Revision as of 06:38, 6 April 2022
Line 113:		Line 113:
	[[Category:Purchase]]		[[Category:Purchase]]
	[[Category:Purchase Reports]]		[[Category:Purchase Reports]]
−	~~[[Category:Financial]]~~

← Older revision		Revision as of 06:38, 6 April 2022
Line 110:		Line 110:
	\|[[Purchase Report]]		\|[[Purchase Report]]
	\|}		\|}
		+	[[Category:Financials]]
		+	[[Category:Purchase]]
		+	[[Category:Purchase Reports]]
		+	[[Category:Financial]]

@@ Line 15: / Line 15: @@
 =====Adding Purchase Receipt=====
-#Click Purchase then click [[Purchase Receipt]]
+#Click [[Purchase Receipt]] under Purchase Menu
-#Click '''Add Purchase Receipt'''
+#Under Purchase Receipt Screen, Click '''Add Purchase Receipt'''
-#Fill up the Header of the Purchase Receipt
+#Fill out the necessary fields in the Header Section
 #*Please do note to Tag the [[Import Purchase Order]]/ [[Purchase Order]] in order for the system to fill up the Item Section below the Header of the Purchase Receipt.
-#Tick the Checkbox of the Item/s that needs to be purchased. Enter its quantity then '''Click Save'''.
+#Tick the Items and fill out the necessary fields in the item section then '''Click Save'''.
 [[File:Purchase - Purchase Receipt - Add.png|border|center|1500x1500px]]
@@ Line 68: / Line 67: @@
 **This can be seen in [[Supplier]] Maintenance Module
-*<span style="color: rgb(51, 51, 51)">For detailed steps on how to create a Purchase Receipt, you can visit the Purchase Receipt Job Aids which can be found [[Purchase Receipt Aid|here]]</span>
+*There will be an auto-generated [[Accounts Payable]] which is in '''UNPAID''' status after saving the [[Purchase Receipt]]<br />
 <br />
@@ Line 81: / Line 80: @@
 #Click Purchase Receipt under Purchase Menu
-#Under Purchase Receipt Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print.
+#Select a Purchase Receipt record that needs to print its details. Click the drop-down arrow then click Print.
 [[File:Purchase - Purchase Receipt - Print.png|border|center|1500x1500px]]
@@ Line 88: / Line 87: @@
 #Click Purchase then click [[Purchase Receipt]]
-#Click Options then click '''Export Purchase Receipt'''. Take note that you can filter the date range and the supplier for precise exportation of Data.
+#Under Purchase Receipt Screen, Click Options then click '''Export Purchase Receipt'''. Take note that you can filter the date range and the supplier for precise exportation of Data.
 [[File:Purchase - Purchase Receipt - Export.png|border|center|1500x1500px]]
@@ Line 105: / Line 104: @@
 |Maintenance
 |[[Supplier]]<nowiki> | </nowiki>[[Warehouse]]
 |}

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Purchase]] | [[Import Purchase Order]] | [[Purchase Order]] | [[Purchase Receipt Aid|Purchase Receipt Aids]]
+[[Purchase]] | [[Import Purchase Order]] | [[Purchase Order]]
 </div>
 ==Purchase Receipt==
@@ Line 70: / Line 70: @@
 *<span style="color: rgb(51, 51, 51)">For detailed steps on how to create a Purchase Receipt, you can visit the Purchase Receipt Job Aids which can be found [[Purchase Receipt Aid|here]]</span>
-===== <span class="mw-headline" id="Printing_Purchase_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Printing_Purchase_Requisition_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Purchase Receipt Record</span></span></span> =====
+<br />
-# Click Purchase Receipt under Purchase Menu
+#Click Purchase Receipt under Purchase Menu
-# Under Purchase Receipt Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print.
+#Under Purchase Receipt Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print.
 [[File:Purchase - Purchase Receipt - Print.png|border|center|1500x1500px]]

@@ Line 7: / Line 7: @@
 *The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Purchase Receipt]]
 *#[[Supplier]]
 *#[[Warehouse]]
 *For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages:
 *#[[Supplier Aids]]
 *#[[Warehouse Aids]]
 =====Purchase Receipt Record List=====
 =====Adding Purchase Receipt=====
-*'''Adding Purchase Receipt Information'''
+# Click Purchase then click [[Purchase Receipt]]
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 !Field
 !Description
@@ Line 72: / Line 73: @@
 *<span style="color: rgb(51, 51, 51)">For detailed steps on how to create a Purchase Receipt, you can visit the Purchase Receipt Job Aids which can be found [[Purchase Receipt Aid|here]]</span>
-<br />
+===== Exporting Purchase Receipt =====
-*<span style="color: rgb(51, 51, 51)">For detailed steps on how to create a Purchase Receipt, you can visit the Purchase Receipt Job Aids which can be found [[Purchase Receipt Aid|here]]</span>
+# Click Purchase then click [[Purchase Receipt]]
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 |+Categories:
 ! colspan="2" |'''Modules'''
@@ Line 102: / Line 89: @@
 |-
 |Maintenance
-|[[Fixed Asset Master]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Warehouse]]
+|[[Supplier]]<nowiki> | </nowiki>[[Warehouse]]
 |-
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 |-
 |Maintenance Aids
-|[[Fixed Asset Master]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
+|[[Supplier Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
 |}

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Purchase]] | [[Import Purchase Order]] | [[Purchase Order]] | [[Purchase Receipt]]
+[[Purchase]] | [[Import Purchase Order]] | [[Purchase Order]] | [[Purchase Receipt Aid|Purchase Receipt Aids]]
-</div><br />
+</div>
 ==Purchase Receipt==
 This module allows the user to keep track the status of the Purchase Order that has been purchased from the supplier if it is already receive or not.
 =====Purchase Receipt Record List=====
@@ Line 57: / Line 67: @@
 *Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 **This can be seen in [[Warehouse]] Maintenance Module
-* Supplier should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
+*Supplier should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
-** This can be seen in [[Supplier]] Maintenance Module
+**This can be seen in [[Supplier]] Maintenance Module
 *<span style="color: rgb(51, 51, 51)">For detailed steps on how to create a Purchase Receipt, you can visit the Purchase Receipt Job Aids which can be found [[Purchase Receipt Aid|here]]</span>