Create Purchase Bill
Context
Provides users with the scope to create purchase bills.
Actors
Employee
Role: Bill Creator
Actions
Scope
Create Purchase Bill
Search Work Order → View Work Order → Create Purchase Bill
On submit - the Forward pop-up window is opened to forward the bill for verification.
On Forward -
Bill record gets saved into the system as bill type Purchase Bill, and attain a workflow state ‘Pending for verification’.
Bill No. is generated in a specified format, if it is direct submit.
Format for bill No. is PB/FY/<6digitrunningno.>. Example: PB/2022-23/000051
The work bill is available to download in PDF as per the given format. There will be a separate ticket for PDF download.
Details
Purchase bill is created for the material supplied for the in-progress projects.
Create Purchase Bill form is developed as per the UI design provided and the attributes listed below.
Attributes
1
Work order number
Read Only
NA
Work Order number
2
Project ID
Read Only
NA
Project ID
3
Project Description
Read Only
NA
Project description of the work.
4
Location
Read Only
NA
Locality + Ward
Invoice Details
5
Vendor's Name
Searchable Drop-down
Y
The organization of type Vendor Only can be searched here by entering at least first 3 chars.
6
Vendor ID
Read Only
Y
Vendor ID of searched and selected vendor is displayed here.
7
Invoice No.
Alphanumeric (64)
Y
Vendor’s invoice number
8
Invoice Date
Date
Y
Invoice date, it can not be a future date.
9
Material Cost
Numeric
Y
10
GST
Numeric
N
Bill Details
11
Bill Date
Date
Y
Today’s date, display only.
12
Bill Amount
Auto-calculated
Y
Total of Material Cost + GST.
Deductions
Grid
As per the configuration, deductions will be listed, deductions are applicable to vendor’s invoices only.
13
Deduction
Drop-down
NA
Deduction as per the configuration, amount is auto calculated.
14
Percentage/ Fixed
Auto-populated
NA
Deduction as per the configuration, amount is auto calculated.
15
Amount
Auto- calculated
NA
Deduction as per the configuration, amount is auto calculated.
16
Action
Button
NA
Deduction as per the configuration, amount is auto calculated.
17
Total
Auto-calculated
NA
Total of all the deductions added.
18
Net Payable
Read Only
NA
Total bill amount
Relevant Documents
19
Vendor Invoice
File Picker
Y
All the invoices from vendors into one PDF.
20
Measurement Book
File Picker
Y
PDF copy of manual measurement book.
21
Material Utilisation Log
File Picker
Y
PDF copy of material utilization log.
22
Others
Validations
Field-level validations as mentioned in the attribute tables.
Workflow
It is configurable at the ULB level, the stories for configuring the workflow are given separately.
Standard Deductions
Notifications
Not applicable.
User Interface
Acceptance Criteria
1
Bill created and attain the status of pending verification.
2
Bill number is generated as per the format given.
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