You are viewing an old version of this page. Return to the latest version.
Difference between revisions of "Credit Voucher"
(Tag: Visual edit) |
(Tag: Visual edit) |
||
| Line 5: | Line 5: | ||
Allows the user to create a voucher that can be applied to a customer’s receipt voucher as a payment or reduction. | Allows the user to create a voucher that can be applied to a customer’s receipt voucher as a payment or reduction. | ||
| − | =====Credit Voucher | + | ===== <span class="mw-headline" id="Requirements_before_using_Receipt_Voucher" style="box-sizing: inherit;">Requirements before using Credit Voucher</span> ===== |
| − | [[ | + | |
| + | * The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Credit Voucher]] | ||
| + | *# [[ATC Code]] | ||
| + | *# [[Bank]] | ||
| + | *# [[Customer]] | ||
| + | *# [[Chart of Account]] | ||
| + | * The user should have the following records in order to proceed on using the [[Credit Voucher]] | ||
| + | *# [[Accounts Receivable]] | ||
| + | *# [[Receipt Voucher]] | ||
| + | {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" | ||
| + | |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Credit Voucher Record Status | ||
| + | ! style="background-color:rgb(234, 236, 240);text-align:center;" |Status | ||
| + | ! style="background-color:rgb(234, 236, 240);text-align:center;" |Description | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |'''ACTIVE''' | ||
| + | | style="" |If the Credit Voucher is newly created and have not been used. | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |'''USED''' | ||
| + | | style="" |If the Credit Voucher's balance has been used up. | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |'''CANCELLED''' | ||
| + | | style="" |If the Receipt Voucher reference is Cancelled | ||
| + | |} | ||
Notes: | Notes: | ||
| Line 14: | Line 36: | ||
***Credit Voucher can only be edited through Receipt Voucher. | ***Credit Voucher can only be edited through Receipt Voucher. | ||
**[[Sales Return]] - [[Credit Voucher]] will be auto-generated when Sales Return has been created. | **[[Sales Return]] - [[Credit Voucher]] will be auto-generated when Sales Return has been created. | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| + | <br /> | ||
| + | =====Credit Voucher Record List===== | ||
=====Credit Voucher Options===== | =====Credit Voucher Options===== | ||
[[File:Credit Voucher Option.png|center|thumb|Credit Voucher Option]]<br /> | [[File:Credit Voucher Option.png|center|thumb|Credit Voucher Option]]<br /> | ||
Revision as of 12:27, 29 November 2021
Contents
Credit Voucher
Allows the user to create a voucher that can be applied to a customer’s receipt voucher as a payment or reduction.
Requirements before using Credit Voucher
- The user should setup the following Maintenance Module in order to proceed on using the Credit Voucher
- The user should have the following records in order to proceed on using the Credit Voucher
| Status | Description |
|---|---|
| ACTIVE | If the Credit Voucher is newly created and have not been used. |
| USED | If the Credit Voucher's balance has been used up. |
| CANCELLED | If the Receipt Voucher reference is Cancelled |
Notes:
- Credit Voucher can only be created through:
- Receipt Voucher - this can be done through making a Receipt Voucher and by ticking advance Payment.
- Credit Voucher can only be edited through Receipt Voucher.
- Sales Return - Credit Voucher will be auto-generated when Sales Return has been created.
- Receipt Voucher - this can be done through making a Receipt Voucher and by ticking advance Payment.
Credit Voucher Record List
Credit Voucher Options
File:Credit Voucher Option.png
Credit Voucher Option
- For detailed steps on how to Export a Credit Voucher, you can visit the Credit Voucher Job Aids which can be found here
Credit Voucher Record Options
File:Credit Voucher Record Option.png
Credit Voucher Record Option
- For detailed steps on how to View, Edit and Print a Credit Voucher, you can visit the Credit Voucher Job Aids which can be found here
Credit Voucher View Record
File:Credit Voucher View Record.png
Credit Voucher View Record
- For detailed steps on how to View a Credit Voucher, you can visit the Credit Voucher Job Aids which can be found here
| Modules | |
|---|---|
| Financials | Financials | Credit Voucher | Receipt Voucher | Accounts Receivable |
| Inventory | Sales Return |
| Job Aid Modules | |
| Financials Aids | Credit Voucher Aids | Receipt Voucher Aids | Accounts Receivable Aids |
| Inventory Aids | Sales Return Aids |