Bug 7459 - Need to automate the process of generating credit notes to customers for sampling activity
Summary: Need to automate the process of generating credit notes to customers for samp...
Status: RESOLVED USER TO VERIFY
Alias: None
Product: IMIS FORMS AND REPORTS
Classification: 01.IMIS
Component: IMIS FORMS AND REPORTS (show other bugs)
Version: unspecified
Hardware: PC Windows
: Normal normal
Assignee: Mahender
URL:
: 7647 (view as bug list)
Depends on:
Blocks:
 
Reported: 2021-11-01 17:28 IST by Shilpa Srivastava
Modified: 2021-12-07 15:57 IST (History)
3 users (show)

See Also:
Database:
Module ID:

Attachments
Screenshot for automate the process of generating credit note in IMIS (119.12 KB, application/vnd.openxmlformats-officedocument.wordprocessingml.document)
2021-12-06 16:21 IST, Shilpa Srivastava 		Details
View All Add an attachment (proposed patch, testcase, etc.)

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Comment 13 Mahender 2021-12-07 15:57:35 IST 
THIS IS IMPLEMENT ON LIVE SERVER,UPDATE NFS ITEMS IN MASTER THEN CHECK FIRST BILL CHECK IN OPEN STATUS AND CONFIRM ALL IS OK OR NOT
Comment 12 Mahender 2021-12-06 17:44:16 IST 
THIS IS READY ON TEST SERVER 

PLEASE CHECK AND CONFIRM
Comment 11 Shilpa Srivastava 2021-12-06 16:22:30 IST 
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
Comment 10 Shilpa Srivastava 2021-12-06 16:21:15 IST 
Created attachment 2369 [details]
Screenshot for automate the process of generating credit note in IMIS
Comment 9 Mahender 2021-12-06 16:12:02 IST 
*** Bug 7647 has been marked as a duplicate of this bug. ***
Comment 8 Mahender 2021-11-17 10:23:32 IST 
This is done from our side on dated 12/11/2021 implementation pending because due to testing
Description Shilpa Srivastava 2021-11-01 17:28:25 IST 
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