Discussion

Difference between revisions of "Billing"

(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'''
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===== Billing =====
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This module allows the user to create Billings for Job Order Transactions
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<span style="font-size:11.0pt;line-height:107%;
 
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font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:
 
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Calibri;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;
 
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mso-bidi-font-family:&quot;Times New Roman&quot;;mso-bidi-theme-font:minor-bidi;
 
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mso-ansi-language:EN-US;mso-fareast-language:EN-US;mso-bidi-language:AR-SA">This module allows the user to create Billings for Job Order Transactions</span>
 
 
[[File:Billing Menu.png|center|thumb|Billing Menu]]
 
[[File:Billing Menu.png|center|thumb|Billing Menu]]
  
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===== ''' Billing Record List''' =====
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[[File:Billing Record List.png|center|thumb|Billing Record List]]
  
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'''Billing Record List'''
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===== '''Add Billing''' =====
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[[File:Billing Record List.png|center|thumb|Billing Record List]]
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[[File:Add Billing.png|center|thumb|865x865px|Add Billing]]
  
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* '''Adding Billing Information'''<br />
  
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'''Add Billing'''
 
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[[File:Add Billing.png|center|thumb|865x865px|Add Billing]]
 
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<br />
 
 
{| class="wikitable"
 
{| class="wikitable"
 
!Field
 
!Field
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|•Tax Type List provided in the Tax Maintenance Module
 
|•Tax Type List provided in the Tax Maintenance Module
 
|}
 
|}
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'''Edit Billing'''
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===== Editing Billing =====
 
[[File:Edit Billing.png|center|thumb|865x865px|Edit Billing]]
 
[[File:Edit Billing.png|center|thumb|865x865px|Edit Billing]]
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* '''Editing Billing Information'''
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{| class="wikitable"
 
{| class="wikitable"
 
!Field
 
!Field
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|•Tax Type of the item in the transaction
 
|•Tax Type of the item in the transaction
 
|•Tax Type List provided in the Tax Maintenance Module
 
|•Tax Type List provided in the Tax Maintenance Module
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|}<br />'''Billing Options'''
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|}
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===== Billing Options =====
 
[[File:Billing Options.png|center|thumb|Billing Options]]
 
[[File:Billing Options.png|center|thumb|Billing Options]]
  
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===== Billing Record Options =====
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'''Billing Record Options'''
 
 
[[File:Billing Record Option.png|center|thumb|Billing Record Option]]
 
[[File:Billing Record Option.png|center|thumb|Billing Record Option]]
  
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===== Billing View Record =====
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'''Billing View Record'''
 
 
[[File:Billing View Record.png|center|thumb|Billing View Record]]
 
[[File:Billing View Record.png|center|thumb|Billing View Record]]

Revision as of 12:13, 28 December 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
  • Adding Billing Information
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
Editing Billing
File:Edit Billing.png
Edit Billing
  • Editing Billing Information
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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