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Feature #408

open

Against Refund Tab in Sale

Added by Junaid M 4 months ago. Updated 3 months ago.

Status:
Ready for Coding
Priority:
Normal
Assignee:
travvise Admin
Target version:
22.12
Start date:
11/11/2024
Due date:
% Done:

20%

Estimated time:
Owner(Agency):
Travvise
Time Taken(HH):
Module:
Sale
Tested By:
Code Reviewed By:

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clipboard-202411261818-mpe1e.jpg (104 KB) clipboard-202411261818-mpe1e.jpg Arathy PS, 11/26/2024 06:19 PM
clipboard-202411261819-ig5vp.jpg (117 KB) clipboard-202411261819-ig5vp.jpg Arathy PS, 11/26/2024 06:19 PM
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 #1

Updated by Junaid M 4 months ago

  • Subject changed from Against Refund option in Sale to Against Refund Tab in Sale
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 #2

Updated by Junaid M 4 months ago

Requirement:
A party has few refunded tickets and party wish to invoice few new tickets aswell. we can do this by create a separate refund and invoice.
In this way there is one problem. print is separate so we cant give party an information about refund and sale in a print.

Proposed Solution:
--> In Sale main tab area add new tab "Against Refund".
--> Add Search filter --> From/To Period, Party, Doc No - search
--> Add a grid to load all tickets of the party. (Ticket might be refunded(has posting), cancelled (no posting. So, create a refund doc in next server save trip))
--> At the time of new sale save internal perform match

*Note: This solution is only for print purpose. Need to create refund document separately

Db Level:- Add new table "tbl_against_refund". Fields: pk, document_id, supp_doc_no_id

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 #3

Updated by Arathy PS 4 months ago

SALE GUI CHANGES
-----------------------------------------------

1. Add 'Refund' Tab in Sale before 'AR Sharing'.
2. In the grid add 'add' button, 'search' button.
3. Grid columns: #, Refund No:, cancel date, type, Ticket/voucher no:, Service provider, Refund amount, Receivable, profit, edit icon, delete icon, redirect to refund GUI icon.
   should show
   ---- Non refunded (cancel) + sold items only.
   ---- Refund No: is empty at first.
4. AD button  (allow current sale items also)
        Left side                                                      Right side
------------------------------------------------                -------------------------------------------
  Ticket/voucher No* (R),  cancel date * (R)                    Status:
  Supplier refund charge                                        Invoice no: & date:                      
  Refund charge                                                 party:
Supplier Receivable: 0.00                                       cost:0.00                                              
Customer Payable: 0.00                                          price:0.00

close & add button.

!clipboard-202411261818-mpe1e.jpg!

5. Search pop up

Refer Ticket/voucher search
Grid table: #,|_|, Refund no:, cancel date, Ticket/voucher, pax name, Price, cost, profit, invoice no:, party, status

!clipboard-202411261819-ig5vp.jpg!

=>Sales Change
-----------------------------------------
-> Refund Section Add in Sales Print
- Less Refund 
- Each Ticket/Voucher wise - Amount -ve

->Sale Save
- Not Refunded Ticket Move to refund GUI
- After Set Refund No
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 #4

Updated by Anil KV 3 months ago

  • Status changed from New to Ready for Coding
  • % Done changed from 0 to 20
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