Public Documentations

Requirement Overview¶

This feature is intended for clients who have delivered goods or services but were unable to issue a sales tax invoice at the time of delivery. They utilize a delivery challan instead. After receiving payment from the customer, they convert the delivery challan into a sales tax invoice.

Limitation¶

It is not applicable to the wholesale invoice.

Database Changes¶

• This modification applies when the user uses the delivery challan to create a sales tax invoice.
  • EnablePartialSalesFromDeliveryChalan = 0 | 1 | 2
    • EnablePartialSalesFromDeliveryChalan = 0
      • No partial billing allowed against delivery chalan
      • Items can be delivered in either base unit or Alternative Unit.
    • EnablePartialSalesFromDeliveryChalan = 1
      • Allow Item Wise Partial Billing in Each Selected Delivery Chalan
      • Items can be delivered in either Base Unit or Alternative Unit.
    • EnablePartialSalesFromDeliveryChalan = 2
      • Allow Quantity Wise Partial Billing of Each Item of Selected Delivery Chalan
      • Items can be delivered in Base Unit Only.
  • DisableDuplicateItemEntry = 0 |1
    • DisableDuplicateItemEntry = 0
      • The same item can be selected multiple times in a delivery challan.
    • DisableDuplicateItemEntry = 1
      • The same item cannot be selected more than once in a delivery challan.

Application flow¶

• When EnablePartialSalesFromDeliveryChalan = 0,*
  Step 1 : Go to the Delivery Chalan.and make a Delivery Chalan specifying the items with alternate units to be delivered and Click on Save.

Step 2 : Upon clicking the save button.

• The system will save the data in the ‘INVPROD’ table
• The system should deduct the available stock of the specified item from the warehouse as per the delivery challan then transfer it to the Chalan Warehouse. Deduction of the item stored in the Chalan Warehouse will only take place after the sales tax invoice has been converted.

Step 3 : When converting the delivery challan to the sales tax invoice:

• Select the payment mode or customer, press "Ctrl" on the keyboard. Then, choose "Select From Delivery Challan" where users are required to select a delivery challan. All items mentioned in the delivery challan should be uploaded without any option for partial selection.
• During billing, items will be invoiced according to their delivered units, and sales items will be listed as per the delivery chalan, with sales rates taken from the delivery entry rather than the current MRP. However, during printing, items will be presented in a merged format based on the item, unit, and sales rate.

When EnablePartialSalesFromDeliveryChalan = 1,
Step 1 : Go to the Delivery Chalan.and make a Delivery Chalan specifying the items with alternate units to be delivered and Click on Save.

Step 2 : Upon clicking the save button.

• The system will save the data in the ‘INVPROD’ table.
• The system is responsible for subtracting the available stock of the specified item from the Main warehouse based on the delivery chalan, then transferring it to the Chalan Warehouse. Deduction of the item stored in the Chalan Warehouse will only take place after the sales tax invoice has been converted.

Step 3 : When converting the delivery challan to the sales tax invoice:

• Select the payment mode or customer , press "Ctrl" on the keyboard. Then, choose "Select From Delivery Challan" where users are required to select a delivery challan. All items mentioned in the delivery challan should be uploaded with the option for item wise selection but users are not allowed to change the quantity of the item.
• During billing, items will be invoiced according to their delivered units, and sales items will be listed as per the delivery chalan, with sales rates taken from the delivery entry rather than the current MRP. However, during printing, items will be presented in a merged format based on the item, unit, and sales rate.

When EnablePartialSalesFromDeliveryChalan = 2,
Step 1 : Go to the Delivery Chalan.and make a Delivery Chalan specifying the items with base units (Unit column should be static with Base Unit ) and Click on Save.

Step 2 : Upon clicking the save button.
The system will save the data in the ‘INVPROD’ table.
The system is responsible for subtracting the available stock of the specified item from the Main warehouse based on the delivery chalan, then transferring it to the Chalan Warehouse. Deduction of the item stored in the Chalan Warehouse will only take place after the sales tax invoice has been converted.

Step 3 : When converting the delivery challan to the sales tax invoice:

• Select the payment mode or customer , press "Ctrl" on the keyboard. Then, choose "Select From Delivery Challan" where users can select a delivery challan. All items mentioned in the delivery challan should be uploaded, providing users with the option for item-wise selection and the ability to modify the quantity of each item.
• During billing, items will be invoiced according to their delivered units, and sales items will be listed as per the delivery chalan, with sales rates taken from the delivery entry rather than the current MRP. However, during printing, items will be presented in a merged format based on the item, unit, and sales rate.
  Note : In the current version, when the delivery challan is converted into a sales tax invoice, the delivered rate is used.

Delivery Chalan Return¶

• A Delivery Chalan return can only be performed if the Delivery Chalan has not been billed.
• When processing a delivery challan return, users can only return items listed in the delivery challan. * * When a user enters the return quantity of an item more than the delivered quantity , then the system should trigger a validation message as '' the item return quantity is greater than delivered quantity “.
• If the delivery challan has been billed partially or fully then the user is not permitted to edit and reverse the delivery challan and delivery challan return. It should be locked.
• Delivery return can be done only in the delivered unit.