Discussion

Difference between revisions of "Billing"

(Hold Continuation/ Waiting for Confirmation with regards to Job and Job Order)
 
(According to Mam Jasmine, the feature regarding on and off of JO tagging is not yet updated. Will edit this if there are any changes in the standard.)
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'''Billing'''
 
'''Billing'''
 +
 
<span style="font-size:11.0pt;line-height:107%;
 
<span style="font-size:11.0pt;line-height:107%;
 
font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:
 
font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:
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'''Edit Billing'''
 
'''Edit Billing'''
 
[[File:Edit Billing.png|center|thumb|865x865px|Edit Billing]]
 
[[File:Edit Billing.png|center|thumb|865x865px|Edit Billing]]
−
 
+
{| class="wikitable"
−
 
+
!Field
−
'''Billing Options'''
+
!Description
 +
!Expected Values
 +
|-
 +
|1.Customer
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|•Name of Customer
 +
|•Customer List provided in the customer Maintenance Module
 +
|-
 +
|2.Job Order No
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|•Job Order Reference Number to be tagged on the Billing Transaction
 +
|•Job Order List Provided in the Job Order in the Parts and Services Module
 +
|-
 +
|3.Reference
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|•Reference code for the Billing Transaction
 +
|•Alphanumeric
 +
|-
 +
|4.Document Date
 +
|•Date when the document was created
 +
|•Date
 +
|-
 +
|5.Due Date
 +
|•Due date of Billing Transaction
 +
|•Date
 +
|-
 +
|6.Discount Type
 +
|•Discount Type for the items in the transaction
 +
|•Amount/Percentage
 +
|-
 +
|7.Notes
 +
|•Other Remarks for the transaction
 +
|•Alphanumeric
 +
|-
 +
|8.Project
 +
|•Assigned Project for the item in the Transaction
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|•Project List provided in the Project Maintenance Module
 +
|-
 +
|9.Item
 +
|•Item List to be placed in the transaction
 +
|•Item List Provided in the Item Master Maintenance Module
 +
|-
 +
|10.Quantity
 +
|•Quantity of items applied in the transaction
 +
|•Number
 +
|-
 +
|11.Price
 +
|•Price of the items
 +
|•Number
 +
|-
 +
|12.Tax
 +
|•Tax Type of the item in the transaction
 +
|•Tax Type List provided in the Tax Maintenance Module
 +
|}<br />'''Billing Options'''
 +
[[File:Billing Options.png|center|thumb|Billing Options]]
  
  
 
'''Billing Record Options'''
 
'''Billing Record Options'''
 +
[[File:Billing Record Option.png|center|thumb|Billing Record Option]]
  
  
 
'''Billing View Record'''
 
'''Billing View Record'''
 +
[[File:Billing View Record.png|center|thumb|Billing View Record]]

Revision as of 11:28, 1 October 2020

Billing

This module allows the user to create Billings for Job Order Transactions

File:Billing Menu.png
Billing Menu


Billing Record List

File:Billing Record List.png
Billing Record List


Add Billing

File:Add Billing.png
Add Billing


Field Description Expected Values
1.Customer •Name of Customer •Customer List provided in the customer Maintenance Module
2.Job Order No •Job Order Reference Number to be tagged on the Billing Transaction •Job Order List Provided in the Job Order in the Parts and Services Module
3.Reference •Reference code for the Billing Transaction •Alphanumeric
4.Document Date •Date when the document was created •Date
5.Due Date •Due date of Billing Transaction •Date
6.Discount Type •Discount Type for the items in the transaction •Amount/Percentage
7.Notes •Other Remarks for the transaction •Alphanumeric
8.Project •Assigned Project for the item in the Transaction •Project List provided in the Project Maintenance Module
9.Item •Item List to be placed in the transaction •Item List Provided in the Item Master Maintenance Module
10.Quantity •Quantity of items applied in the transaction •Number
11.Price •Price of the items •Number
12.Tax •Tax Type of the item in the transaction •Tax Type List provided in the Tax Maintenance Module

Edit Billing

File:Edit Billing.png
Edit Billing
Field Description Expected Values
1.Customer •Name of Customer •Customer List provided in the customer Maintenance Module
2.Job Order No •Job Order Reference Number to be tagged on the Billing Transaction •Job Order List Provided in the Job Order in the Parts and Services Module
3.Reference •Reference code for the Billing Transaction •Alphanumeric
4.Document Date •Date when the document was created •Date
5.Due Date •Due date of Billing Transaction •Date
6.Discount Type •Discount Type for the items in the transaction •Amount/Percentage
7.Notes •Other Remarks for the transaction •Alphanumeric
8.Project •Assigned Project for the item in the Transaction •Project List provided in the Project Maintenance Module
9.Item •Item List to be placed in the transaction •Item List Provided in the Item Master Maintenance Module
10.Quantity •Quantity of items applied in the transaction •Number
11.Price •Price of the items •Number
12.Tax •Tax Type of the item in the transaction •Tax Type List provided in the Tax Maintenance Module


Billing Options

File:Billing Options.png
Billing Options


Billing Record Options

File:Billing Record Option.png
Billing Record Option


Billing View Record

File:Billing View Record.png
Billing View Record
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