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SBMS Sales Invoice Step by Step

The document outlines 14 steps to fill out a sales invoice form: 1. Select the sales type, document type, date, series, customer, status, currency, exchange rate type and rate, payment terms, price terms, and invoice due date. 2. Select the bank, sales person, item type, type, and VAT code. Remarks can also be added. 3. Details about shipment like port, loading port, bill of lading number and date, weight, agent and destination are entered. 4. Buttons are clicked to save the entry and exit the form once completed. Data will be lost if the user exits without saving.

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126 views6 pages

SBMS Sales Invoice Step by Step

The document outlines 14 steps to fill out a sales invoice form: 1. Select the sales type, document type, date, series, customer, status, currency, exchange rate type and rate, payment terms, price terms, and invoice due date. 2. Select the bank, sales person, item type, type, and VAT code. Remarks can also be added. 3. Details about shipment like port, loading port, bill of lading number and date, weight, agent and destination are entered. 4. Buttons are clicked to save the entry and exit the form once completed. Data will be lost if the user exits without saving.

Uploaded by

bajajvivek78
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
You are on page 1/ 6

STEPS TO FILL A SALES INVOICE FORM

Step-1

Click the Sales Module and then double click Sales Invoice Sub Module. It will open the
following Form.

Step-2

Enter the following data;


1. Sales Type
This is a drop down list and the user can select among the categories. Press Tab to go to the
next field.

2. Document Type
Press F9 and the system will automatically take the type. Press Tab to go to the next field.
3. Document Date
Press F9 to open the calendar. Select a date and than Press Tab to go to the next field.
4. Document Series
Press F9 to open the list of series available. If the Invoice is for Export Customer than select
OE2008 otherwise choose OL2008 for local customers. Press Tab to go to the next field.

5. Customer Name
Press F9 to open the list of Customer. Select a customer and than Press Tab to go to the next
field.
6. Status
This is a drop down list and the user can choose a category and than Press Tab to go to the
next field.

Generally, at the start the entry is kept as Open.


7. Currency
Press F9 to open the list of currencies. Select the currency and than Press Tab to go to the
next field.
8. Exchange Rate Type
Press F9 to open the types. Select and than Press Tab to go to the next field.
If the user wants to enter the rate manually then he had to choose the Type as User.
9. Exchange Rate
If user had been selected as the Exchange rate type then this field had to be manually entered.
Enter the exchange rate and than Press Tab to go to the next field.
10. Term Base Date
This is a drop down list. User can choose among the types.

These are the dates in which the payment terms will be added and than the due date of
payment by the customer will be arrived. Press Tab to go to the next field.
11. Pay Term
Press F9 to open the list of Payment Terms. Select the terms and than Press Tab to go to the
next field.
12. Price Term
Press F9 to open the list of Price Terms. Select the terms and than Press Tab to go to the next
field.
13. Invoice Due Date
This field will be automatically taken as per the Pay terms. If the user wants to enter any
different date than the one shown than he may press F9 to open the calendar. Enter the date
and than Press Tab to go to the next field.

14. Bank
Press F9 to open the list of banks. Select one of them and than Press Tab to go to the next
field.
15. Sales Person
Press F9 to open the list Sales Person. Select one of them and than Press Tab to go to the
next field.
16. Item Type
This is a drop down list and the user can select the type from the drop down menu. Select one
of them and than Press Tab to go to the next field.

17. Type
Press F9 and the system will open the list of unbilled BOL generated for this customer. Select
one of them and than Press Tab to go to the next field.
18. FOC (Free of Charge)
This is a check box, if some quantity is given FOC than this box should be checked. Press
Tab to go to the next field.
OTHER INFORMATION: Bank & VAT

19. Vat Code


Press F9 to open the list of codes. Select a code and than Press Tab to go to the next field.
20. Remarks
If the Item Type is Credit Note then this field is displayed on Credit Note slip on Printing.

OTHER INFORMATION: Shipment

All the details regarding Shipment are available here regarding Port, Port of Loading, BL no and date, weight,
Agent, destination is mentioned here.
Now, the screen would give the following view.

Step-3

Now, Press the

Step-4

Next, Press the

button to go the next part.


button to save the entry.

Once the Sales Invoice Form is completed then click on the

button.

In case there is any problem, the user can Exit from screen and reopen the screen as per procedure. Data
will be lost if Exit is done without saving.

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