The update process of Purchase Invoice is as follows:
Navigation: Menu > Purchase Invoice App > Listview > Select the Invoice > Edit (Pencil Icon)
If user wants to update the already existing Purchase Invoice details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details.
Note: The basic details will load automatically with reference to the Purchase Order
| Field Name | Description |
| Company name | System automatically loads company name by default, if user wants to change company name select a new company name in the field |
| Details | |
| Invoice date | System automatically loads Invoice date of the order and if user wants to change it, set a new date from the calendar to apply |
| Due date | System automatically shows the due date for payment, if user wants to change it, set a new due date from the calendar |
| Series | By default system shows series as Purchase Invoice, if user wants to change the series, select a series name from the list |
| Ref Date | System automatically shows the reference date of invoice, if user wants to change it, set a reference date from the calendar |
| Ref no. | System automatically shows the reference number of Invoice, if user wants to change it, enter a reference number for the Invoice |
| GSTIN | By default system loads GSTIN number of the customer that was provided while Purchase Invoice creation |
| Billing and Shipping Details | |
| Bill From | By default system shows the existing Bill from address and if user wants to change the existing address, select a Bill from address for the seller |
| Bill To | By default system shows the existing Bill To address and if user wants to change the existing address, select a new Bill To address of the buyer |
| Ship From | By default system shows the existing Ship from address and if user wants to change the address, select a Ship from address for the seller |
| Ship To | By default system shows the existing Ship To address and if user wants to change the address, select a new Ship To address of the buyer |
| Waybill no. | System automatically shows Waybill number of the order and if user wants to change it, enter a new Waybill number for the order |
| LoB | By default system shows LoB segment of the customer and if user wants to change the existing LoB segment, click on the checkbox to select |
| Sales Person | By default system shows Sales person name for the customer and if user wants to change the sales person, select new name from the list |
| Payment term | By default system shows Payment term allotted for the order and if user wants to change it, select a new Payment term from the list |
| More Options : For advanced options about the Invoice, user can click on More options | |
| Payment type | By default system shows Payment type allotted for the order and if user wants to change it, select a new Payment type from the list |
| Tax type | By default system shows Tax type allotted for the order as it is inclusive or exclusive and if user wants to change it, select a Tax type from the list |
| Exchange rate | By default system takes Exchange rate for the currency and if user wants to change it, enter a new value of Exchange rate in the field |
| Exclude from Campaign | By default system shows whether the Toggle is enabled or not. If user wants to Exclude the order from campaign, click on the toggle. Toggle turns to green in color when enabled and red in color when disabled |
Item Details
User can click on ‘Add items’ button to add new items & shows the labels of item details. User can add Multiple items and enter the quantity.
| Field name | Description |
| Tax group | System automatically loads Tax group name applied, and if user wants to change the Tax group, select a new Tax group from the list |
| Item details / Unit Price | System automatically loads item details of the order and if user wants to change Unit price of the item, click on Price displayed below Item name and update the unit price and discount value of the item |
| Quantity | System automatically shows Quantity of the order items and if user wants to change it, enter a new quantity in number or click on ‘+’ or ‘-’ to increase or decrease quantity respectively to the current quantity |
| Discount | System automatically loads the discount added and discount type of the order, if user wants to change it, enter a discount value and select discount type (value or percentage) from the list |
| Account | System automatically loads Account name of the customer, and if user wants to change it, select a new account name from the list |
| Description | User can comment or enter short notes about the Item details |
| Amount | |
| Adjustment | System automatically loads adjustment of the amount from wallet and if user wants to change it, click on the checkbox to allow/remove adjustment |
| Account name | System automatically loads Account name of the customer, and if user wants to change it, select a new account name from the list |
| Description | User can comment or enter short notes about the discount and price details |
| Wallets | |
| Wallet | System automatically loads remaining and adjusted amount of the Wallet, if user wants to adjust the Wallet amount, enter adjusted amount value |
| Adjusted | System automatically loads remaining and adjusted amount of the Wallet and if user wants to change it, enter a new value to adjust the wallet amount |
| TCS | |
| TCS Applied |
By default system shows whether the TCS is applied or not. If user wants to change it, click on the checkbox and enter the required following fields TCS amount: System automatically loads the TCS amount applied TCS adjustment: User can enter TCS adjustment amount in the field TCS Tax rate: System automatically takes the TCS tax rate |
| TDS Applied |
By default system shows whether TDS is applied or not. If user wants to change it, click on the checkbox and enter the required following fields TDS codename: System automatically loads the TDS applied and if user wants to change it, select a Tax code name from the list TDS Tax rate: System automatically takes the TDS tax rate of the Tax code TDS amount: System automatically takes the TDS amount of the Tax code |
Apply all the details and click on Save to apply.
Updates in Details Portlet
Payment Term Update
The process to change Payment Term in Details Widget is as follows:
Navigation: Menu > Purchase Invoice App > Listview > Select the Invoice > Details Portlet > Details Widget > Click on Payment Term name
By default system shows Payment Term assigned for the order and if user wants to change it, click on the Payment Term name, which directs to ‘Payment Term’ module where user can make the required changes.
Apply the details and click on Save.
LoB Segment Update
The process to change LoB segment in Details Widget is as follows:
Navigation: Menu > Purchase Invoice App > Listview > Select the Invoice > Details Portlet > Details Widget > Click on LoB name
By default system shows LoB segment assigned for the customer and if user wants to change it, click on the LoB name, which directs to ‘LoB (Line of Business)’ module where user can make the required changes.
Apply the details and click on Save.
GRN number Update
The process to update GRN number in Details Widget is as follows:
Navigation: Menu > Purchase Invoice App > Listview > Select the Invoice > Details Portlet > Invoice Details Widget > Click on LoB name
By default system shows GRN number assigned for the Invoice and if user wants to change it, click on the GRN number shown, which directs to ‘GRN (Goods Received Note)’ module where user can make the required changes.
Apply the details and click on Save.
Purchased By Update
The process to update buyer (Purchased by) in Details Widget is as follows:
Navigation: Menu > Purchase Invoice App > Listview > Select the Invoice > Details Portlet > Invoice details Widget > Click on Purchased by name
System displays already existing Purchaser name and if user wants to update the already existing Purchaser details, click on Purchased by name which directs to Employee module where user can update the existing Purchased by details.
Apply the details and click on Save.
Updates in Transactions Portlet
The process to update Order number and DC number in Transactions Portlet is as follows:
Order Number Update
Navigation: Menu > Purchase Invoice App > Listview > Select the Invoice > Transactions Portlet > Order details Widget > Click on Order number
If user wants to update the existing Order number, user needs to click on Order number displayed, it directs user to Purchase Order module where user can update existing details.
Apply the required changes and click on Save.
DC number Update
The process to update DC number in Connect DC Widget is as follows:
Navigation: Menu > Sales Invoice App > Listview > Select the Invoice > Transactions Portlet > Connect DC Widget > Click on DC number
By default system shows DC number of the invoice and if user wants to change it, click on the DC number that directs to ‘Connect DC’ page, then select a new DC number from the list and click on Save.