Customer will make advance payment later on sales invoices generated. Afterwards, receipt has to be allocated to the sales invoices how do we do that ?

2

(3 replies, posted in Reporting)

Required employee attendance and daily reports. Kindly help who have already worked on this.

Like,

                                            Jan | Feb | March | ..........................................................................| Dec
ABC     Receivable Balance     10 | 15  |  17 | ...............................................................................| 27
           Total Payments          5   | 10  |  15 | ...............................................................................| 20
           Balance                      5  |  5    |  2  | ................................................................................| 7

XYZ      Receivable Balance    10 | 15  |  17 | ...............................................................................| 27
           Total Payments          5   | 10  |  15 | ...............................................................................| 20
           Balance                      5  |  5    |  2  | ................................................................................| 7

Where ABC & XYZ are customers, If anybody has developed this sort of reports or know how to do this, kindly help

4

(3 replies, posted in Setup)

Yes, I just need transaction reference feature from v2.4. I did code customization to grab that feature into v2.3 and its doing well at the first trial run. Any do's and don'ts in this scenario would be appreciated

5

(3 replies, posted in Setup)

Required 2.4 Form setup in 2.3 (stable version). If anybody have those source code kindly do share
2.4 Transaction Reference suits us well but couldn't switch
Any guidance in this task would be helpful.

Thanks in advance

Thank you for the guidelines.

I worked out this instance by putting the amount in 'shipping' field and it's really a way to issue customer credit note. Unfortunately, we cannot select more than one GL items when we choose "Items Written Off" option. In supplier credit note, we may select more GL items and put amounts respective to the selected account, such a functionality has barely facilitated here.

Adding service items in accordance with the situation emerged will be a compromising solution at this point of time. So please suggest something which is more dynamic and user can append the GL accounts altogether for issuing one credit note.

I'm grateful for the information.

Thanks for quick reply,

As journal entry does not bridge with customer, how do we link this with the customer such that the credit notes issued are visible under customer transactions. OR any other feature enables us to issue the credit note at situations mentioned earlier in printable format would be a great favor.

Thank you for your consideration in advance

I've seen both inventory and GL items on 'Supplier Credit Notes' page, thereby it gives more flexibility allowing the user to issue the credit/debit note at any situations. But such feature is not available in sales module, we need to use inventory items for several situations such as,

1. Month end discount for a volume of sale by customer
2. OR any other circumstances where customer account gets credited

Kindly pass the source code, if customer credit note can be issued at any circumstances with GL items.
Thanks in advance..

Kiran Kumar