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The debit note present in a company before installation of Ginesys is called Opening Debit NoteOpening Debit Notes are already issued by an organization before Ginesys is installed. It is called Opening Debit Note because it is the debit note in hand is already existent at the time of opening transactions through Ginesys. Before the first transaction in any transaction is done through Ginesys the detail details of the opening debit note notes must be entered. This article describes how to manage Opening Debit Note in Ginesys HOERP.  

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Prerequisites

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  1. The users' role must have access to the Opening Debit Note feature by enabling Delete / Approve app operation for the feature in Admin - Security - User - Role 

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  1. through Desktop POS Manager- Setup - Opening.

  2. Debit Note must be created and entered in the Ginesys system through Admin - Utilities - Data Import.

Step-by-step guide

The process is divided in the following steps:

  1. Go to 

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  1. Desktop POS Manager> Setup > Opening > Opening Debit Note.

  2. Opening Debit Note module opens. 

  3. Select a record from the list.

  4. Click on Action > Mange Opening Debit Note.

  5. Manage Opening Debit Note window opens.

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  2. Put in any search criteria and click on the Search button. You can use one or more than one search criteria to search the existing debit notes.

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  1. The searched records will be populated in the Available Debit Note area. 

  2. Either select the check box beside the record you want to approve or click on the select all check box to select all the records together.

  3. Click on the Approve button to save the existing debit note(s).

  4. "Debit note(s) once approved cannot be modified.Are you sure you want to approve this transaction? Note: Please refer report [Opening Debit note Details] for approved Debit Note status."- this message will be appeared.

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  1. Warning

    Note: Debit note(s) once approved cannot be modified.


  2. If you click on Yes, the record(s) will be approved successfully.

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To go back to the main page click on the link: How To: Manage Setup in Ginesys Retail