GST Place of Supply = Ship-To Address | Alternate Shipping Address in Dynamics 365 Buisness Central
Agenda of the Video▶️: How-To Use Different Ship-To Address Code in Dynamics 365 Business Central.
✅This is very useful TAX Calculation Concept, how to Calculate GST, based on Ship-To Address (Dispatch/Sender State Location), based on the Inter-State (2 States) Transaction, between Seller's Shipping and Customer's Receiving Location (Not Billing).
✅ Generate Delivery Challan / Goods Dispatch Note / Goods or Sales Shipment Note or Document (GSN/SSV) in Business Central.
✅ Challan = Shipped Quantity based Document.
--------------
Hint: -
(1) GST Place of Supply = Ship-To Address.✅
(2) GST Jurisdiction Type = Inter-State.✅
For, Video Concept understanding, I have written there, GST Jurisdiction Type = Ship-To Address.
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YouTube Shorts: ➡️▶️ https://youtube.com/shorts/Sf5_2OycmwQ?feature=share
---------------------------------------------------------------------------
Instagram Reel: ➡️ https://www.instagram.com/reel/C99JaKxS6qD/?igsh=MXVoZDFxeTc0MGFnbA==
✅This is very useful TAX Calculation Concept, how to Calculate GST, based on Ship-To Address (Dispatch/Sender State Location), based on the Inter-State (2 States) Transaction, between Seller's Shipping and Customer's Receiving Location (Not Billing).
✅ Generate Delivery Challan / Goods Dispatch Note / Goods or Sales Shipment Note or Document (GSN/SSV) in Business Central.
✅ Challan = Shipped Quantity based Document.
--------------
Hint: -
(1) GST Place of Supply = Ship-To Address.✅
(2) GST Jurisdiction Type = Inter-State.✅
For, Video Concept understanding, I have written there, GST Jurisdiction Type = Ship-To Address.
--------------------------------------------------------------------------
YouTube Shorts: ➡️▶️ https://youtube.com/shorts/Sf5_2OycmwQ?feature=share
---------------------------------------------------------------------------
Instagram Reel: ➡️ https://www.instagram.com/reel/C99JaKxS6qD/?igsh=MXVoZDFxeTc0MGFnbA==
Category
📚
LearningTranscript
00:00Hello friends, welcome to my channel and today we are going to discuss the concept of ship-to and bill-to.
00:11Ship-to and bill-to are two different concepts.
00:15Often we do invoicing and in invoicing, shipping and billing are done at the same time.
00:22But if you start your process from sales order, then you get two options on the order screen.
00:30Shipping and billing.
00:32Shipping means dispatching the physical quantity of goods from your dispatch or removal location.
00:40Suppose if you do production, then you will have an FG location where ready-to-move goods are kept.
00:47You are selling the goods to your customer.
00:53And during the sale, you have to deliver the physical quantity of goods to the customer's warehouse or location.
01:01That is, you have to deliver the goods to the customer's receiving location.
01:05So, delivering the goods from your removal or dispatch location to the customer's receiving location is called shipping.
01:14But in shipping, the quantity of goods, description of goods, location of receiver and sender are mentioned.
01:24But in the billing process, the value that is being generated in this transaction, in this shipping.
01:33For example, you dispatched 10 quantities and its per unit cost was Rs. 100.
01:40So, the value generated of Rs. 1000, quantity into rate is equal to value.
01:45If the goods are taxable, then tax will be charged.
01:48If there are any other charges, then the charges will also be charged.
01:52And after applying taxation, the invoice that we will make, we will send it to the customer for billing.
02:03Because he will pay us on this bill amount.
02:07So, separating the concept of shipping and billing, sometimes what happens is that we make a direct invoice.
02:16And the customer's address that is saved on the customer's card.
02:21The customer says that the same address is his registered office and there is also his receiving location.
02:28So, he will receive at the same place and the bill will also be generated there.
02:32He will pay the bill from there, whether he pays the centralized online bill or gives you cash on delivery.
02:38Whatever is in your process.
02:40So, in this situation, the shipping and billing address remains the same.
02:44But there are many situations in which there are different branches of the customer company.
02:50Or suppose there is an individual, then there are different godowns in different states.
02:55So, what happens in these situations?
02:58That whatever conveyance you are using, whatever transport you are using to sell goods.
03:05Your goods go to that carrier and then at those particular locations, the instruction that you have given to it, it is dispatched.
03:15So, in this way, the shipping concept comes that you have to ship at different places.
03:22And the bill generation, you can send the bill to the registered office through this mode.
03:34But for shipping, it will give a particular address, a physical address.
03:39And you will have to deliver these physical goods at that physical address.
03:43So, let's start.
03:45You will not get that option in direct invoicing.
03:48But you will get that option in the sale order.
03:51You have to click on the sale order.
03:53If you have already made it, then you can take it.
03:56Otherwise, you can create a new one.
03:58I have made one, so I will show it to you.
04:01So, what you have to do is to create a new sales order.
04:05You can create a new entry with the plus sign or with the list page.
04:09First of all, you have to choose the customer in the general tab.
04:12This is the general tab that you can see.
04:14This is the header of this document.
04:17The sales order page is divided into two parts, header and lines.
04:20In the header tab, you have to pick the data from the customer card.
04:29If you check the customer card by opening each tab,
04:33you can give the title of the customer card.
04:36So, you can check it like this.
04:39You must have given it a number series.
04:42You must have given it a name.
04:44You must have saved its address and contact in the address and contact tab.
04:49You must have saved where it is located.
04:52You must have saved all the information about its invoicing.
04:55Now, look at the address here.
04:57This is its sale to address.
04:59With this address, your sales order or sale invoice will pick up the sale to address.
05:06You can also check by showing map where the address is located through navigation.
05:12Now, what is the difference between this address and this invoicing tab?
05:17The difference is that this invoicing indicates to the bill-to-customer
05:20that where you will send the invoice,
05:24the address will be different from the office or the location from where it will make the payment.
05:34Sometimes, people make a separate bill-to-customer and sale-to-customer card
05:42and take it here.
05:44So, the bill-to-customer card is for the sale and the bill-to-customer card is for the related contact.
05:50This is how it is in concept.
05:52Now, here, the bill-to-customer card is blank.
05:55This means that we have to make the billing at the same place as the sale to address.
06:00Whatever it has given in the address, it is the same.
06:04So, this is why it is blank.
06:06You can keep it separately.
06:08The best thing is that you are not sure that every time the billing will be at a different location,
06:14shipping will be at a different location.
06:16If you are not sure about this, then choose the transaction label.
06:19Enter the information here.
06:21Similarly, you will get the mode of how it will make the payment.
06:27It also has payment terms and payment method.
06:30If it uses something like online or bank transfer, then you can take it here.
06:36When you raise the invoice, you will know how it will make the payment.
06:40Now, for shipping, look at the ship-to-code.
06:45Now, like there is a ship-to-code here.
06:47If the list is fixed,
06:50if it is fixed that the Canon Group PLC,
06:54the shipping that we will do, where will it receive it?
06:59If you know its receiving location in particular,
07:02You will get this list from here.
07:06Select from full list.
07:08You can add the ship-to-address in this list.
07:12If it is fixed, then you can fix it in the card.
07:15But if it has multiple shipping addresses, then you can fill it in this list.
07:19Fill it.
07:21And choose the transaction label.
07:23Don't fix it on the card label.
07:25So, what you have to do to make it?
07:27There is a new option here.
07:29In the ship-to-address list,
07:31you can create a new one here.
07:33There is also manage.
07:35I have already created one.
07:37I will show it to you.
07:39You can check it in the view or editing mode.
07:42Now, like I have given it a code.
07:45I have given it a name.
07:47It has an address.
07:48Whatever postcode you take, the city and country will be updated on its basis.
07:52After this, location.
07:55This is the company's location.
07:57You will have to edit it from your company.
08:00I want to tell you from which location your company will go.
08:04Because when you choose here,
08:06this list opens.
08:08This is the location that you have created for your company's location card.
08:14So, all these locations will come.
08:16From where are you going to dispatch?
08:18For this shipping location.
08:20So, you take your company's location.
08:22Like I have taken DL.
08:24I will send goods from my DL location.
08:27I will ship.
08:28After this, if you want to take shipment matter,
08:30you can take the code and service.
08:32It is important to take the state.
08:34Because if you want to put GST,
08:36if you want to put tax on it,
08:37then it is important to put the state code.
08:39Now, the shipping card that we have made.
08:42Look carefully, I have written HART.
08:44Haryana's short form.
08:46So much that I know which state it is going to.
08:49And here I have also written HR.
08:52So, this means that I am relating to this state code.
08:56This ship-to address.
08:58This ship-to address will go.
09:00Where will this ship-to address go?
09:02This ship-to address is for Haryana state.
09:04And if I have any registration number of 15DZ.
09:07So, what I will do?
09:08I will put that registration number.
09:10So, the system will automatically register on the ship-to GST customer type.
09:14And if there is any option other than this.
09:17Like unregistered, export, deemed export, exempted, SEZ unit.
09:23So, what can you do?
09:24You can also take it manually.
09:27You have to create it like this.
09:30And if you don't want to keep it fixed,
09:32then don't fix it on the card.
09:33Make it on the system.
09:34We will choose it on the transaction label.
09:36Location, as I told you,
09:38I have made a fixed location.
09:39Whenever we ship,
09:41our shipping location will be DL.
09:44We are going to dispatch from here.
09:46Okay, so as soon as we create a customer order.
09:49DL location will automatically appear on the system line.
09:52My fixed location is that my ready-to-move goods stays here.
09:57And nearby, because this customer is from Delhi.
10:01If you check its address,
10:03then its registered office is in the sale-to-customer address.
10:07If you see in this tab,
10:10then you will get DL.
10:12So, if it is from Delhi and my company is also in Delhi,
10:15then it is normal that I will prefer Delhi location.
10:18So, I have fixed it.
10:19But when it will tell me on the line label,
10:22on the order label,
10:24that shift the goods to some other location,
10:27then what we will do?
10:28We will shift it to that other location.
10:30So, particularly,
10:32I have put a location,
10:33but we can change it on the transaction label.
10:36Similarly, you can also check its taxation tab,
10:38whether it is a company or an individual.
10:40So, if its SOC code is COMR,
10:42it means it is a company.
10:44And related to this,
10:46you can also check the rest of the information.
10:48For example, its PAN number,
10:50centralized PAN number,
10:52if it has multiple branches.
10:55Then it is GST registered.
10:58And you can also see its GSTine number here.
11:00So, it means that GST will also be applied to its transaction.
11:02And you can also check its statistics.
11:04How much have you sold it till date?
11:07Its current and total limits,
11:11plus credit limits,
11:12how much is the overdue payment or not.
11:14And its aging period,
11:17what is the duration of the bill?
11:20How long does it pay?
11:21So, you can check those cycles etc.
11:23with statistics.
11:24Now, let's come back.
11:25This was the customer's card.
11:26We have also put the customer's photo.
11:28If you want to attach any document,
11:30you can do that too.
11:31Let's come back.
11:32So, the order we were creating,
11:35we took the customer from the customer's card.
11:37The information on the general tab
11:39has come in sale 2.
11:41So, I have created an order on yesterday's date.
11:48You can see the date.
11:49Then we will come down,
11:52taking all this information.
11:54The payment terms are affected by the document date.
11:58The posting date,
11:59the date on which you will post the shipping or invoicing document.
12:02And the order date,
12:03the day you got the order,
12:05you can take that.
12:06There are many multiple dates.
12:08You will also get the shipping date.
12:09You will also get the promise date.
12:11You will also get the delivery date.
12:13What will happen with this?
12:14You can tell that if you have promised
12:16that you are going to ship by 30 July.
12:21So, to ship by 30 July,
12:24if its shipping address is Haryana
12:26and you want to send goods from Delhi to Haryana through a truck.
12:31So, if it is going to take 2 days,
12:33the day you have to dispatch,
12:35you can calculate that day and take it from the promise date.
12:40So, you will get all this on the screen.
12:43Now, this line label,
12:44as I told you in the document,
12:45there is a header part and a line part.
12:47So, in this line part,
12:48you have to choose an item in the type,
12:50there are physical goods,
12:51we are going to deliver it,
12:53that is, we are going to ship it.
12:54Whatever item has been demanded,
12:57which the customer told you in the proposal letter or quotation,
13:01that I want this product,
13:03you have to take that item.
13:05Its description means the name is coming.
13:07Now, from which location do you want to send the goods?
13:11So, we will choose the location of the company.
13:14The location of my ready-to-move goods is DL.
13:26So, I have to take DL here.
13:29And if it is not changing,
13:31it means it has a header tab.
13:33Scroll down below.
13:34And here you will see the shipping and billing tab.
13:38If you have taken any other location by mistake,
13:42because when I created it last time,
13:45I modified it.
13:46So, if you have updated or modified anything after creating,
13:49it will be saved on the system.
13:51So, now you have to tell the system
13:53that we mostly prefer it to go from the DL location.
13:57DL location is for ready-to-move goods.
14:00Now, when you take DL location,
14:03the system will update you again.
14:06See, there is no error.
14:08It is updated on the system.
14:09Because it makes a difference.
14:11These are the tab header document tabs.
14:15So, it will update you.
14:17Similarly, you can check its invoicing tab.
14:19Check its taxation tab.
14:22Check foreign trade,
14:23that is, check the information related to exports.
14:26So, you can check all these things.
14:29Now, let's come back to the line label.
14:32We have to tell the system
14:34that from which location we are dispatching the goods.
14:39We have taken the location of our company.
14:42This is the order of 100 quantities.
14:46But I am not going to dispatch 100 quantities at a time.
14:50I will dispatch it by 10 quantities in 10 times.
14:54Because the customer has demanded like this
14:56that he wants it 10 times.
14:58Now, it can be on 15-15 days or it can be on a monthly basis.
15:03I have to dispatch 10-10 quantities
15:06and make a one-time billing.
15:08So, in this way, we are running on credit transactions.
15:11So, it can advance the payment
15:13or it can make the last payment.
15:15In this way, we have facilitated it.
15:18So, if we assume that
15:20we have to dispatch 10-10 quantities.
15:22Whenever it will demand,
15:24So, in this way, we can take the scenario
15:27that whenever it will demand,
15:29we have to do partial shipment of 10-10 quantities.
15:32So, what will happen?
15:33As we will ship 10-10,
15:35it will reduce from this 100
15:38and its main quantity will be updated.
15:40When you will do the last 10,
15:42it will say that the main quantity of the order has been excluded.
15:45Now, you have to update it again.
15:48You can increase it again.
15:50After this, what will we do?
15:53You can check the unit price
15:55by viewing the item card
15:57and editing it.
15:59You can check it.
16:01If the price is feeded on it,
16:03you will get the unit price.
16:05That is, per unit.
16:07The price of one unit is 62,960.
16:09So, it has been multiplied by 100.
16:11So, this much has come.
16:13After that, you have to take GST.
16:15Whatever tax you are imposing.
16:17If these are taxable goods,
16:19how much tax is the government preferring in this category?
16:22You have to take that.
16:24After that, its HSN code.
16:26Because this is an item.
16:28So, you have to take the HSN code
16:30in this category.
16:32After that, if you see
16:34what else I have taken.
16:36So, you will see.
16:48Now, like bill to address.
16:50First of all, when you create on the system for the first time,
16:52then the system takes the bill to address.
16:54Okay.
16:56But, what are we going to do now?
16:58We are going to follow the concept of ship to address.
17:00So, we will take the ship to address.
17:02Now, what am I doing?
17:04I am sending from Delhi location to Haryana location.
17:06There are two different states.
17:08Now, see the tax information.
17:10Tax information is showing that
17:12you have taken GST group, you have taken HSN.
17:14The location from where you are dispatching
17:16is DL.
17:18And the location of the customer
17:20at the end, you will see from state.
17:22Here, Haryana should be HR but here it is DLR.
17:24So, what are we going to do?
17:26We will make changes in the ship to address.
17:28See, from state Haryana.
17:30And see here, IGST is calculated.
17:32Okay.
17:34You can see the interstate type.
17:36GST jurisdiction type.
17:38If there are two different states.
17:40To and from.
17:42So, what can we do?
17:44We can easily understand that
17:46this is to and this is from.
17:48Okay.
17:50So, like this,
17:52the interstate system is showing for goods.
17:54Now, what do we have to do?
17:56Now, we have to understand
17:58that this is an order screen.
18:00So, how much quantity are we going to ship?
18:02If you go to the sales and receivable setup
18:04and
18:06if you put in the reminder quantity
18:08that
18:10reminder should come in the settings.
18:12So, it will give you a reminder.
18:14Otherwise, it is blank.
18:16That's why I kept it blank.
18:18You can put 10 on it.
18:20Now, we are going to put 10.
18:22Now, if you put 10 on it
18:24and you want to bill the quantity invoice now.
18:26So, I am saying that I don't want to bill it now.
18:28So, what we will do?
18:30We will remove it like this.
18:32Now, I don't want to bill it.
18:34We will come back. Scroll down.
18:36And you can see the rest of the information.
18:38That
18:40quantity ship
18:42When the shipping document is invoiced,
18:44it will update the quantity shipped bill.
18:48I have refused to do invoicing.
18:50We will do 100 quantity invoicing together.
18:5210, 10, 10. We have to only dispatch.
18:54So, when it is invoiced,
18:56it will be updated here.
18:58And what is your planning delivery date?
19:00What is your planning shipment date?
19:02You can also see the shipment date.
19:04So, plan means you are planning.
19:06And shipment means
19:08actual shipping date.
19:10Now, scroll down a little.
19:12If you want to see the invoicing tag,
19:14you can see it.
19:16In the invoicing tag, you will get
19:18things related to payment terms and payment modes.
19:22In the shipping tab, as I told you,
19:24this is the ship-to code that we did not fill in the card.
19:26Because we wanted to take it on the transaction label.
19:28So, if you want to take it on the transaction label,
19:30you will get three options.
19:32Default sale-to,
19:34an alternate shipping address,
19:36and a custom address.
19:38The default sale-to address will be the same
19:40address that you saved on your customer card.
19:42In the alternate shipping address,
19:44it will bring the address
19:46that you want to tell the system right now.
19:48The shipping address is
19:50our change from the billing address.
19:52So, it will go with this concept.
19:54In the custom address, you cannot calculate the tax.
19:56But yes, you can take the address.
19:58You can tell the system
20:00or your courier agent
20:02or
20:04delivery partner
20:06that we want to send it to this address.
20:08So, in this way, you have to choose
20:10the shipping address.
20:12And after that,
20:14this code is your shipping code.
20:16You can create a new one
20:18by clicking on this list.
20:20As I showed you earlier,
20:22you can also check the full list from this list.
20:24I have created a new one.
20:28If you want to do any editing,
20:30you can do it.
20:32If you have made any changes,
20:34I have filled it.
20:36And if you want to read something again,
20:38you can take your mouse there.
20:40You will get a small definition of it.
20:42After that,
20:44let's come back.
20:46I have selected Gurugram.
20:50It is going to go to this particular state.
20:52So, all this shipping address
20:54has been filled.
20:56Now, you just have to check one thing.
20:58You have to
21:00see the tax information tab.
21:02You can see the details of the listing.
21:04Tax information,
21:06invoice type, taxable,
21:08nature of the supply, B2B,
21:10customer's GST type,
21:12ship to address is also registered.
21:14After that,
21:16scroll down more.
21:18Check your date of removal.
21:20The date of removal is coming.
21:22I created this yesterday.
21:24So, this is the date of tomorrow.
21:26You can update it.
21:28So, it is updated on today's date.
21:30You can make an order on the screen at any time.
21:32But,
21:34the date of removal
21:36has to be the actual date.
21:38Otherwise, the system will throw an error
21:40that it is not matching with your work date.
21:42After that,
21:44you have to check
21:46where the billing is happening.
21:48We are going to send the billing
21:50to the customer's registered office
21:52in Delhi.
21:54So, the billing will be there.
21:56And ship to state code
21:58receiving location
22:00of the customer,
22:02production house, factory
22:04or service center
22:06from where the goods can be
22:08directly sold
22:10because we have ready-to-move goods.
22:12So, in this way,
22:14we are sending it to that particular location.
22:16And the location state code word
22:18means
22:20it is the location code
22:22of our company,
22:24the dispatcher company.
22:26From which warehouse
22:28the goods are being dispatched or shipped.
22:30This is our company's
22:32location state code.
22:34From this state,
22:36our company's go-down is
22:38at Delhi location.
22:40So, we are a sailor.
22:42After that,
22:44you can check the customer's GST registration number
22:46and ship to registration number.
22:48When they are different,
22:50ship to address is Haryana.
22:52But,
22:54the dispatch location's
22:56state code is DL.
22:58That's why there is a transaction between these two.
23:00GST ship to state code Haryana
23:02is the receiver.
23:04Location state code,
23:06the company location from which
23:08we are sending the goods
23:10is equal to Delhi.
23:12Because there are two different states,
23:14IGST will be applied here.
23:16And IGST is being applied.
23:18So, you have to take care of all these
23:20small things.
23:22If you have pre-payment,
23:24then you can see here,
23:26if you are in setup, then everything will come here.
23:28Nothing is coming,
23:30means it has not pre-payment anything.
23:32So,
23:34first you have to do shipping
23:36and after that you have to do invoicing.
23:38In this also, if you see,
23:40in shipping and billing tab,
23:42shipping and billing word is written.
23:44On the left-hand side, all the details of shipping are coming.
23:46On the right-hand side, it is saying that
23:48if you want
23:50to ship on a customer
23:52but billing is on another customer,
23:54and if it is made in your customer list,
23:56and even if it is not made,
23:58then you can create it in the customer card and take it here.
24:00So, the section of bill2 is different,
24:02you can choose it,
24:04and the section of ship2 is on the left-hand side.
24:06You can do it in this way also,
24:08you can put it in your customer card also.
24:10And now if we try to ship,
24:12then we have to go to the post button.
24:14But first we will do preview posting.
24:16If you do preview posting,
24:18if you put quantity 0 in the invoicing tab,
24:20then see,
24:22it will bring only JL entry.
24:26You can check the name of the laser,
24:28this is a sample company,
24:30Cronus,
24:32that's why you will get the name of the laser in this way only.
24:34What you can do is,
24:36you can make some changes in the name of the laser.
24:40Whatever you think is right for your system.
24:42And the entry word is coming because
24:44it is going to create a shipping document,
24:46and the shipping key lines
24:48merge when
24:50the invoicing entry happens.
24:52And all this data
24:54will go to the actual value
24:56instead of the concept of ship2.
25:02Now this is with expected quantities
25:04and expected terminology.
25:08It means,
25:10it has been shipped,
25:12but it has not been billed.
25:14It means,
25:16ship but not invoiced.
25:18So it will follow the concept of the entry.
25:22Now let's come to the second item laser entry,
25:24you can check it.
25:26Sale shipment,
25:28you can see the document type,
25:30you can also see the entry type.
25:32Minus means,
25:34it is being credited,
25:36because it is a sale.
25:38You can check the location.
25:40In this way,
25:42you can see the quantity.
25:44And on the basis of this quantity,
25:46the value entry is generated.
25:48If there is a rate in it,
25:50then the direct cost will be generated.
25:52And in this way,
25:54you will get the value on the sale shipment document.
25:56But you will get it in the expected.
25:58You will not get it in the actual.
26:00Expected means,
26:02it is shipped,
26:04but not invoiced.
26:06Until you don't make the invoice,
26:08until you don't do the invoicing,
26:10the actual values will not be generated.
26:12It will not go in the actual.
26:14It will hold in the entry.
26:16And entry means,
26:18with the expected values,
26:20you can click and read about it.
26:22So these are the things,
26:24you know the meaning of expected.
26:26And you should also know the meaning of actual.
26:28When it will be invoiced,
26:30it will become actual.
26:32Now let's come back.
26:34Now you can say,
26:36if I would have invoiced,
26:38let me show you that too.
26:40If I would have invoiced,
26:42and to invoice,
26:44if you put even one quantity,
26:46suppose you are shipping 10 quantities,
26:48the main order quantity was 100.
26:50But if you are shipping 10 quantities,
26:52and you want to make the bill of only one quantity,
26:54then the system will give you this facility.
26:56It will make the bill of only one quantity.
26:58And for that,
27:00what you have to do is,
27:02you have to update the quantity here.
27:04But I am not going to do that now.
27:06Now I am saying,
27:08the quantity I have shipped,
27:10I will make the same bill.
27:12Because the normal concept is,
27:14the quantity I have shipped,
27:16I will make the same bill.
27:18Now it is not updated here,
27:20it means it has not been shipped.
27:22Now the shipment document has not been generated.
27:24Because we have not posted it yet.
27:26Now for invoicing,
27:28we just want to see the preview.
27:30To see the preview,
27:32I have to put the quantity.
27:34And when you will preview here,
27:36then the system will tell you,
27:38see,
27:40GL Entry,
27:42Customer Leisure Entry,
27:44Item Leisure Entry,
27:46Detailed Customer Leisure Entry,
27:48where its applications,
27:50Customer Leisure Entry,
27:52Initial Entry's applications entry is also saved.
27:54So this Customer Leisure Entry,
27:56there is a difference in Detailed Customer Leisure Entry.
27:58Value Entries,
28:00Detailed GST Leisure Entries,
28:02GST Leisure Entries,
28:04and its information,
28:06i.e. taxation information has also been generated.
28:08And you can check GL,
28:10see there is no entry word here.
28:12Because your shipment entry,
28:14will be reversed,
28:16and will be converted into actual.
28:18Then you will see
28:20Payable Entry,
28:22and if payment was there,
28:24then it would have been clubbed with it.
28:26But now it is just a credit transaction,
28:28so it will be converted with actual billing.
28:30And this invoice document will be created,
28:32and will be sent to the invoice ledger.
28:34And the document type is invoice.
28:36You can check it like this.
28:38So while posting,
28:40if the system asks you,
28:42if you want,
28:44you can see its statistics.
28:46I prefer statistics because
28:48it tells that
28:50the transactions in it,
28:52you can see its brief summary.
28:56You can see the brief summary,
28:58how much GST is applied separately,
29:00what was the net total,
29:02what was the gross amount,
29:04what was the quantity.
29:06More importantly than that,
29:08I get to know the tax tree,
29:10which tax structure is applied on it.
29:12So it is telling that
29:14Interstate Sale of Goods from Registered Customer
29:16through Sales Order Invoice,
29:18this tax tree
29:20has been used in it.
29:24So whatever is the tax tree of GST,
29:26that is the tax structure,
29:28you can see that.
29:30The IGST component of GST,
29:32because Interstate Sale is going on,
29:34IGST is applied,
29:3618%.
29:38You can see the values,
29:40it is also showing the values.
29:42So you will get all the information
29:44related to GST,
29:46which taxation concept,
29:48which GST tax tree
29:50it has called,
29:52you will get that.
29:57Now we will close it.
29:59And I have to show you one more thing.
30:01The post button of this,
30:03it will be in the home.
30:05Now what you have to do,
30:07did you see the preview posting?
30:09You have to go to the post button.
30:11Now the system will ask you,
30:13you have kept both shipping and billing quantity,
30:15so if you want to do ship and invoice together,
30:17you have to say OK.
30:19It will ship and also bill.
30:21You have to do it.
30:23So I said no, I have to do it separately.
30:25First I will send the goods,
30:27goods will be received at that particular location.
30:29After that I will do billing.
30:31So we will ship.
30:33Now after shipping,
30:35see, from quantity to ship,
30:37the system has removed the data
30:39and it has gone
30:41on this.
30:43On quantity shipped.
30:45OK.
30:47Now what you have to do,
30:49you can check that document,
30:51show document.
30:53Just scroll and see what is there.
30:55After that show document.
30:57See, the posted sale shipment.
30:59Now what you can do,
31:01now you can
31:03take a print of this.
31:05After taking the print,
31:07I will show you by previewing.
31:11After taking the print,
31:13you can send it to your
31:15courier partner.
31:17This is a little,
31:19this system is generated.
31:21You can design it.
31:23If you want to make any changes,
31:25customize design.
31:27Take the print and
31:29send it to your
31:31customer.
31:33After this, from the same process,
31:35the invoice button,
31:37because shipping is done,
31:39you just have to go to the invoice button
31:41and click on invoice.
31:43You can do it from the same order screen or
31:45from a different screen.
31:47Now you have to do that thing.
31:49You have to close it from here.
31:51You have to close it.
31:53And whenever you click on a report,
31:55you see that
31:57the preview section of this report
31:59comes.
32:01So here,
32:05in the preview section,
32:07there are many options.
32:09How many copies do you want?
32:11Do you want to turn on the information or not?
32:13Internal information,
32:15log interactions,
32:17whatever you want.
32:19Do you want to show the serial number or not?
32:21And after that, whatever information you want to take,
32:23you enable it.
32:25And if you don't want to take it, disable it.
32:27So it will be disabled.
32:29We will not show it on the system.
32:31If you want to add anything extra,
32:33you have the option of send to.
32:35Word, Excel, PowerPoint,
32:37wherever you want to send it,
32:39you will get so many options.
32:41And if you want to print directly,
32:43you can print.
32:45If you want to add a printer,
32:47or through PDF,
32:49and if the printer is attached,
32:51you will get such options.
32:53You can take it in PDF, OneNote,
32:55by adding a printer,
32:57you can send it to the printer,
32:59and from there you can take the print.
33:01So there are many options.
33:03Now let's come back
33:05to the same sales order document.
33:07Now in this sales order,
33:09the quantity has shifted.
33:11Now if we check the main quantity,
33:13the main quantity,
33:15how much do we have now? 100.
33:17Now if you say that
33:19it has shifted 10,
33:21will the system allow us to shift 100 quantity?
33:23Check it.
33:25Because what does the system do?
33:27Main quantity minus shift quantity
33:29reduces.
33:31So now it has 90 quantity left.
33:33Not 100.
33:35So will it allow you to shift?
33:37See.
33:39Will it allow us to shift or not?
33:41Now let's check.
33:43What are we telling it?
33:45That we have to shift 100 quantity.
33:49Now we will go.
33:53See, you cannot shift more
33:55than 90 quantity.
33:57Why is it saying?
33:59Because it does not have
34:01any quantity left.
34:03Now normally it will not
34:05show you by minus,
34:07but it has a formula.
34:09Main quantity,
34:11main order quantity minus quantity
34:13shift. Means it has 90 quantity left.
34:15So system is not updating here.
34:17But this formula is feeded.
34:19Whenever it will call
34:21from here.
34:23So if you want to
34:25dispatch 100 quantity,
34:27then you can increase it in your system.
34:31We will track through this order.
34:33If it is not in open status,
34:35then you have to do it in open status.
34:37Release and
34:39open status. Reopen it.
34:41And you can increase
34:43your quantity.
34:45If approval system is installed, then check it.
34:47It will work on approval system.
34:49Now if you try to do it on system,
34:51then it will not give you any error.
34:53Now you have taken
34:55100 quantity at once.
34:59But you have not done billing.
35:01You have 110 quantity left for billing.
35:03You have not done billing.
35:05If you don't want to do billing, then remove it.
35:07Otherwise, if you take
35:09ship and invoice at once,
35:11then system will
35:13ship it.
35:15So keep it blank.
35:17By keeping it blank,
35:19system
35:21can't work at once.
35:23This option.
35:25Ship and invoice.
35:27Because it will not get it.
35:29You have shipped.
35:31Now you can invoice
35:3310 quantity. Because quantity is
35:35shown in ship.
35:49So quantity invoice is done.
35:51Now let's check the quantity invoice.
35:53This is the document of quantity invoice.
35:55It has been posted.
35:57Let's show the document.
35:59See.
36:01Posted Sale Invoice.
36:03Posted Sale Invoice.
36:07Now you can see all the information on system.
36:09And if it is the same thing,
36:11you have to
36:13print
36:15of this invoice.
36:17You can print also.
36:19Print and send button.
36:21You have to print, email,
36:23attach as pdf.
36:25Whatever you want to do,
36:27you have all the information.
36:29You have to show shipment also.
36:31You can check.
36:33Preview will be done.
36:35You can do this preview.
36:37After preview,
36:39you can post.
36:41System is generating.
36:43Check your information.
36:45System's predefined setting is coming.
36:47You have to modify it.
36:49Like GST related
36:51information.
36:53Plus its subdivisions.
36:55And total including value.
36:57You can redesign it.
36:59And use it.
37:01You can print.
37:03If you want to forward it
37:05to your finance department,
37:07you can mail it.
37:09Thanks for watching.