We’re excited to announce that the latest information is now available on our new site, the Ginesys One Wiki!. Visit the site for up-to-date resources and insights. We look forward to continuing to support you there!
We’re excited to announce that the latest information is now available on our new site, the Ginesys One Wiki!. Visit the site for up-to-date resources and insights. We look forward to continuing to support you there!
Adding & Editing Forms in Sales and Distribution
- Aparajita Basu Roy
- Subhasree Banerjee (Unlicensed)
- Deepankana Roy (Unlicensed)
- Debrupa Datta (Unlicensed)
Forms module is where a Sales Form describes the Government Department for which it will be required. For example, FORM - C is required in case of CST sale, FORM - H is required in case of EXPORT Sale. These forms can be tagged with the Charges which will be applied through them.
The Add button in the Forms master grid view allows the inclusion of new sales forms as and when required. On clicking the button, the Add Forms window opens up to include all relevant details of a form. The new record can then be saved and reflected in the master.
Prerequisites
- The user's role must have the Add application operation enabled for Sales & Distribution > Setup > Invoice Overheads > Forms in Ginesys Web>Admin > Security > User > Roles .
Step-by-step guide
Following steps are used:
- Go to Sales & Distribution > Setup > Invoice Overheads > Forms.
- Click on the Add button to open the Add Form window.
IMPORTANT
Note:
- Name (Forms) is a mandatory field.
- Name cannot be duplicate.
You can also put in Department field.
FOOTER
Save This button will save the Form. Close This button will close the Add Form window.
Prerequisites
- The user's role must have the Edit application operation enabled for Sales and Distribution > Setup > Invoice Overheads > Forms in Admin > Security > User > Roles .
Step-by-step guide
Following steps are used:
- Go to Sales and Distribution > Setup > Invoice Overheads > Forms.
- Select a charge from the list.
- Click on the Edit option in the Action menu to open the Edit Form window. Alternatively, double click on the selected Vendor to open the Edit Form window.
Edit
On selecting a Form and clicking the Edit option, the Edit Forms window opens, similar to the Add Forms window. The user can edit any of the details in the window, provided the following conditions are fulfilled:
Important
- Name (Forms) is mandatory cannot be made empty.
- Name (Forms) cannot be duplicate.
- All displayed values from Forms can be modified. New values can also be saved.
- The selected record can also be made extinct.