Bug 9416

Summary: Create a provision in IMIS regarding trade discount to the customers
Product: [01.IMIS] IMIS AR Reporter: Shilpa Srivastava <shilpa.srivastava>
Component: IMIS AR FORMS AND REPORTSAssignee: Mahender <mahender.singh>
Status: RESOLVED USER TO VERIFY    
Severity: normal CC: amit.madaan, rishab.kapoor, sharad.sharma
Priority: Normal    
Version: unspecified   
Hardware: PC   
OS: Windows   
Database: Module ID:
Attachments: CUSTOMER LIST FOR TRADE DISCOUNT

Comment 9 Mahender 2022-08-30 11:40:19 IST
THIS IS DONE CHECK AND CONFIRM
Comment 8 Shilpa Srivastava 2022-08-27 11:28:17 IST
Dear Team,

As discussed with the respective stakeholders, cash discount (CD) should be provided to the customers to whom such special credit limit is to be provided against the debit amount to the customers for GST difference. 

Scenario-1:- The objective for defining such limit is to nullify the impact of the debit amount of the GST difference, so that the billing can be done smoothly. 

However, the cash discount to the customers should not be impacted due to defining such special credit limit as it is to be provided for nullifying the impact of debit amount in scenario-1.

The rest Process would be the same. 

Scenario-2:- Apart from this, Special Credit limit for the 25% of the debit amount of GST diff. is to be defined for those customers whose debit amount is more than 50000 excluding super stockist,retail,cash and sales promotion customers and also such limit is to be defined for nullifying the impact of 25% of debit amount for GST to the customer. 

However, the cash discount to the customers should not be impacted due to defining such special credit limit as it is to be provided for nullifying the impact of debit amount scenario-2.

Credit limit for the 25% of the debit amount for GST diff. will be withdrawn by 20th September 2022.    
  
This is not a credit limit. It is just an amount for nullifying the impact of debit amount for GST difference and the same has been verbally discussed already.
 
Requesting you to see to it on priority basis.  

Thanks and Regards,
Shilpa Srivastava
Internal Audit Executive
Ext. No.-271
Comment 7 Mahender 2022-08-27 09:44:56 IST
check and confirm cash discount
Comment 6 Mahender 2022-08-27 09:43:29 IST
cash discount consider in invoice and generated two invoice in 73 company on test server check and confirm


make invoice on test server for testing
Comment 5 Mahender 2022-08-26 11:08:39 IST
Created attachment 2989 [details]
CUSTOMER LIST FOR TRADE DISCOUNT

CHECK AND CONFIRM
Comment 4 Rishab Kapoor 2022-08-25 17:48:03 IST
Dear Sir,

All the customers (excluding super stockist) whose debit note value is more than Rs.50,000/- will not be considered for providing the trade discount. If you require the list of distributors, the same can be shared separately.

Regards,
Rishab Kapoor
Comment 3 Mahender 2022-08-24 17:33:50 IST
this is done check on test server and confirm
Comment 2 Shilpa Srivastava 2022-08-24 17:20:52 IST
Dear Team,

As discussed with the management, amendment is required for below mentioned process:-

1. We have to make the provision where we have to create the special credit limit for all the customers equivalent to their debit amount for GST difference and such credit limit will automatically be exhausted simultaneously as and when Trade discounts will be provided through invoices to the customers by us.

2. Such trade discounts will be provided to the extent of their debit note amount.


Requesting you to do the needful on priority basis.




Thanks and Regards,
Shilpa Srivastava
Internal Audit Executive
Ext. No.-271
Comment 1 Mahender 2022-08-23 17:45:54 IST
This is done

test and confirm on test server
Description Shilpa Srivastava 2022-08-23 16:58:22 IST
Dear Team,

Kindly make the provision in IMIS to provide the trade discount to the customers to the extent of debit note amount made for GST difference. This amount will be in addition to the existing trade discount provided to them.

These trade discounts have to be provided on consolidated basis, irrespective of check of company code. 





Thanks and Regards,
Shilpa Srivastava
Internal Audit Executive
Ext. No.-271