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Adding & Editing Forms in Procurement

Owned by Aparajita Basu Roy
Last updated: Jun 23, 2022 by Subhasree Banerjee (Unlicensed)
2 min read

Forms module is where a Purchase 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 following table displays the fields in the list of Forms required for Procurement transactions:

Field NameDescription
NameName of the Form
DepartmentA descriptive field which shows the type of transaction for which the form is required.
Extinct (Check box)If ticked, the selected Form cannot be tagged for any transactions.
 Add Form

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

  1. The user's role must have the Add application operation enabled for Procurement > Setup > Invoice Overheads > Forms in Admin > Security > User > Roles .

Step-by-step guide

Following steps are used:

  1. Go to Procurement > Setup > Invoice Overheads > Forms.

  2. Click on the Add button to open the Add Form window.



IMPORTANT


Note:

  • Name (Forms) is a mandatory field.
  • Name cannot be duplicate.
  • SaveThis button will save the Form.
    CloseThis button will close the Add Form window.
 Edit Form

The Action Menu in Forms master has only two(2) actions or operations - Edit and Export to Excel. The Edit  option is described here.

Prerequisites

  1. The user's role must have the Edit application operation enabled for  Procurement > Setup > Invoice Overheads > Forms in Admin > Security > User > Roles.

Step-by-step guide

Following steps are used:

  1. Go to Procurement > Setup > Invoice Overheads > Forms.

  2. Select a charge from the list.

  3. Click on the Edit option in the Action menu to open the Edit Forms window. Alternatively, double click on the selected Vendor to open the Edit Forms 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

  1. Name (Forms) is mandatory cannot be made empty.

  2. Name (Forms) cannot be duplicate.

  3. All displayed values from Forms can be modified. New values can also be saved.

  4. The selected record can also be made extinct.