How To: Manage Report Template in Ginesys

Add Report Template

Pre-requisites

The users' role must have access to the Add app operation in the Report Template feature in Admin - Utilities - Manage Role through Admin - Security - User - Roles.

Step-by-step guide

The process is divided in the following steps:

Go to Ginesys Web > Admin > Utilities > Manage > Report Template.
Report Template module will open.
Select module for which you wanted to create Report Template from the drop down list of Menu List.
By click on the Add button you will get 3 options - Ginesys Report, RPT File (Crystal Report), REPX File (DevEx Report).
1. Ginesys Report :
  1. Put in Title (Mandatory Field) and Display Name (Mandatory Field).
  2. Select Report from the drop down list.
  3. If you want to make this Report Template as Default and want Print Logo then tick the respective check box.
  4. you can also put in Description, Header, Footer.
  5. Once done, click on the Save button to save the Template.
    
    At least one Report Template must be set as Default.
2. RPT File (Crystal Report) :
  1. Put in Title (Mandatory Field) and Display Name (Mandatory Field).
  2. Browse and select file for Report File. Only .rpt type files are allowed.
  3. You can also put in Description field and tick the Default field.
  4. Once done,click on Save button to save the Template.
3. REPX File (DevEx Report) :
  1. Put in Title (Mandatory Field) and Display Name (Mandatory Field).
  2. Browse and select file for Report File. Only .repx type files are allowed.
  3. you can also put in Description, Header, Footer.
  4. If you want to make this Report Template as Default then tick the check box.
  5. Once done,click on Save button to save the Template.

Cancel E-Invoice

Pre-requisites

The users' role must have access to the Cancel app operation in the E-Invoice Generation feature in Admin - Security - User - Role through Admin - Security - User - Roles.
E-Invoice must be generated.

Step-by-step guide

The process is divided in the following steps:

Go to E-Invoice Generation module.
Select action as Cancel and search the document/transaction.

Print and Cancel LOVs

Note: In case of Print and Cancel operations, only those transactions shall appear against which e-Way Bill has already been generated.
Select the transaction and proceed to Cancel the E-Invoice.