Provides users with the scope to create purchase bills.
Employee
Role: Bill Creator
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.
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.
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
Field-level validations as mentioned in the attribute tables.
It is configurable at the ULB level, the stories for configuring the workflow are given separately.
Not applicable.
1
Bill created and attain the status of pending verification.
2
Bill number is generated as per the format given.