Edit Purchase Bills

Context

Provides users with the option to edit purchase bills.

Action

On submit - A workflow pop-up window is displayed based on the logged-in user role. Users can select the respective workflow action. Any changes are saved and an estimate is forwarded to the subsequent user in the workflow.

On Cancel - the pop-up window gets closed and the action the submit action gets cancelled.

Messages are shown according to workflow stories.

1. Edit bill action is to be mapped with the Bill Creator.

2. It is configurable and can to mapped with other roles too on demand.

3. Only bills in a workflow can be edited. Rejected and Approved bills cannot be edited.

4. Edit bill allows the user to edit the below-given bill details.

#	Field	Data Type	Required	Description
1	Bill number	Read Only	NA
2	Bill date	Read Only	NA
3	Work order number	Read Only	NA	Work Order number
4	Project ID	Read Only	NA	Project ID
5	Project Description	Read Only	NA	Project description of the work.
6	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	Y
	Bill Details
12	Bill Amount	Numeric	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

Once the estimate is edited, it is re-submitted again for approval process using the action ‘Submit’.

Notifications

Not applicable.

User Interface

The user interface for this page is similar to the create bill screen.

Acceptance Criteria

Acceptance Criteria	Description
1	Role-based access based on configuration.
2	The bill which is in the workflow can only be edited.
3	Bill is opened in editable mode.
4	The details given in the table can be edited by the user.
5	On Submit, the bill is again forwarded to the next user for the approval process.