| Summary: | Need to automate the process of generating credit notes to customers for sampling activity | ||
|---|---|---|---|
| Product: | [01.IMIS] IMIS FORMS AND REPORTS | Reporter: | Shilpa Srivastava <shilpa.srivastava> |
| Component: | IMIS FORMS AND REPORTS | Assignee: | Mahender <mahender.singh> |
| Status: | RESOLVED USER TO VERIFY | ||
| Severity: | normal | CC: | amit.madaan, mahender.singh, sharad.sharma |
| Priority: | Normal | ||
| Version: | unspecified | ||
| Hardware: | PC | ||
| OS: | Windows | ||
| Database: | Module ID: | ||
| Attachments: | Screenshot for automate the process of generating credit note in IMIS | ||
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Comment 13
Mahender
2021-12-07 15:57:35 IST
THIS IS READY ON TEST SERVER PLEASE CHECK AND CONFIRM Hi Sir, As discussed, we need to automate the process of generating credit note towards the customers against Sales invoice of FG item for sampling activity in the market. In the current practice, Credit note against sampling claims are being processed after taking the approval from Sales head along with senior Management on the request letter & copy of sales invoice of Sample FG items received from the customer. After following the above approach, customer fund is blocked for sampling items until credit note issued to the customer from our end. In addition to the above, we have separate & unique stock type and FG code for "NFS - Not for sale" items, so we need to develop a process in IMIS for auto generation of the credit note towards customers and easy identification & reconciliation. Also, We need to add customer code wise sampling limit (IMIS) to restrict wastage & oversupply of samples to every customer. Such limit shall accompany customer name and state wise separately and such limit will be approved from sales Head. Further, management approval will be obtained for state wise manufacturing of not for sale items and roll out plan for distributor wise sampling item should be implemented separately with the approval of sales Head. Thanks and Regards, Shilpa Srivastava Internal Audit Executive Created attachment 2369 [details]
Screenshot for automate the process of generating credit note in IMIS
*** Bug 7647 has been marked as a duplicate of this bug. *** This is done from our side on dated 12/11/2021 implementation pending because due to testing Hi Sir, As discussed, we need to automate the process of generating credit note towards the customers against Sales invoice of FG item for sampling activity in the market. In the current practice, Credit note against sampling claims are being processed after taking the approval from Sales head along with senior Management on the request letter & copy of sales invoice of Sample FG items received from the customer. After following the above approach, customer fund is blocked for sampling items until credit note issued to the customer from our end. In addition to the above, we have separate & unique stock type and FG code for "NFS - Not for sale" items, so we need to develop a process in IMIS for auto generation of the credit note towards customers and easy identification & reconciliation. Also, We need to add customer code wise sampling limit (IMIS) to restrict wastage & oversupply of samples to every customer. Such limit shall accompany customer name and state wise separately and such limit will be approved from sales Head. Further, management approval will be obtained for state wise manufacturing of not for sale items and roll out plan for distributor wise sampling item should be implemented separately with the approval of sales Head. Thanks and Regards, Shilpa Srivastava Internal Audit Executive |