lead > opportunity > quotation > SO > DO > INV > JV
Sales cycle (generally in Thailand):
We need to issue a payment receipt when the customer make their payment against billed INV. But also we need to issue a Tax Invoice. usually, they all have difference document no. (e.g. INV20140728-xxx , RT201407-xxxx, TL201407-xxxx) Now That Payment Receipt (RT201407-xxxx) could be printed using custom print format. But what if we also need to issue the TAX INVOICE (TA201407-xxxx) for customer as well. Where do we assign the TAX INVOICE print format to? Or is there a workaround to achieve this?
On Monday, July 28, 2014 8:22:51 PM UTC+7, Rushabh Mehta wrote:
If the query is about naming series for TAX INVOICE, then you can set it @
Setup > Settings > Naming series
Rgds,
Sunil
On Tuesday, July 29, 2014 3:45:31 AM UTC+5:30, Nonnatee Kanjana wrote:
Hi Rushabh,
let me try to explain this using a workflow
ERPNEXT's sales cycle:
lead > opportunity > quotation > SO > DO > INV > JV
Sales cycle (generally in Thailand):
We need to issue a payment receipt when the customer make their payment against billed INV. But also we need to issue a Tax Invoice. usually, they all have difference document no. (e.g. INV20140728-xxx , RT201407-xxxx, TL201407-xxxx) Now That Payment Receipt (RT201407-xxxx) could be printed using custom print format. But what if we also need to issue the TAX INVOICE (TA201407-xxxx) for customer as well. Where do we assign the TAX INVOICE print format to? Or is there a workaround to achieve this?
On Monday, July 28, 2014 8:22:51 PM UTC+7, Rushabh Mehta wrote:
lead > opportunity > quotation > SO > DO > INV > JV
Sales cycle (generally in Thailand):
We need to issue a payment receipt when the customer make their payment against billed INV. But also we need to issue a Tax Invoice. usually, they all have difference document no. (e.g. INV20140728-xxx , RT201407-xxxx, TL201407-xxxx) Now That Payment Receipt (RT201407-xxxx) could be printed using custom print format. But what if we also need to issue the TAX INVOICE (TA201407-xxxx) for customer as well. Where do we assign the TAX INVOICE print format to? Or is there a workaround to achieve this?
On Monday, July 28, 2014 8:22:51 PM UTC+7, Rushabh Mehta wrote:
Thank you for all the inputs. Currently, we think we are printing from the wrong module ('sales invoice' should meant for printing outstanding bill that are due to the customer. please correct me if am wrong)
At the moment we're working on print format for JV that pull related child item's fields and using that print-out as receipt/tax invoice. However, we still can not solve the Document number issue ( which can later be lookup and refer to one another.) btw, is it possible to create a custom field that generate its own running number (via naming series rules) ?
I'm not sue if we're on the right track or not.
Any advice or recommendation to how I should approach my requirement?
Screenshot of our current printout from 'Sales Invoice' print format [Older Ver] included in the attachment.
On Tuesday, July 29, 2014 11:28:12 AM UTC+7, Nabin Hait wrote:
For tax invoice you should take a print of sales invoice. You can use standard print format or make a customize one as per your requirements.
lead > opportunity > quotation > SO > DO > INV > JV
Sales cycle (generally in Thailand):
We need to issue a payment receipt when the customer make their payment against billed INV. But also we need to issue a Tax Invoice. usually, they all have difference document no. (e.g. INV20140728-xxx , RT201407-xxxx, TL201407-xxxx) Now That Payment Receipt (RT201407-xxxx) could be printed using custom print format. But what if we also need to issue the TAX INVOICE (TA201407-xxxx) for customer as well. Where do we assign the TAX INVOICE print format to? Or is there a workaround to achieve this?
On Monday, July 28, 2014 8:22:51 PM UTC+7, Rushabh Mehta wrote: