{"id":17562,"date":"2023-11-11T15:39:21","date_gmt":"2023-11-11T10:09:21","guid":{"rendered":"https:\/\/www.hostbooks.com\/in\/?p=17562"},"modified":"2023-11-22T16:49:34","modified_gmt":"2023-11-22T11:19:34","slug":"e-way-bill-vs-rm-report-bom-print-add-bundle-list-print-add-fields-export-sales-order-delivery-challan-add-prospects-export-quote-etc","status":"publish","type":"post","link":"https:\/\/www.hostbooks.com\/in\/hb\/whats-new\/e-way-bill-vs-rm-report-bom-print-add-bundle-list-print-add-fields-export-sales-order-delivery-challan-add-prospects-export-quote-etc\/","title":{"rendered":"E-way Bill, SO Vs RM Report, BOM Print, Add Bundle list in print, Add fields in Export of Sales Order & Delivery Challan, Add Prospects Export in Quote, etc."},"content":{"rendered":"
Features<\/strong><\/h5>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
S.No.<\/strong><\/th>\nDescription<\/strong><\/th>\nType<\/strong><\/th>\n<\/tr>\n<\/thead>\n
1.<\/td>\nReport – Add filter in GRN vs Invoice Report<\/td>\nEnhancement<\/td>\n<\/tr>\n
2.<\/td>\nReport – Add filter in PO vs Invoice Report<\/td>\nEnhancement<\/td>\n<\/tr>\n
3.<\/td>\nReport – Add fields in Sales Report<\/td>\nEnhancement<\/td>\n<\/tr>\n
4.<\/td>\nSales\/ Bill – Add Project fields in list & customization settings<\/td>\nEnhancement<\/td>\n<\/tr>\n
5.<\/td>\nContact – Add Code column on Contact Listing page<\/td>\nEnhancement<\/td>\n<\/tr>\n
6.<\/td>\nPrint – Add Bundle list in print<\/td>\nEnhancement<\/td>\n<\/tr>\n
7.<\/td>\nExport – Add fields in Sales Order<\/td>\nEnhancement<\/td>\n<\/tr>\n
8.<\/td>\nPrint – Update Place of supply to place of origin in PO, GRN, Purchase<\/td>\nEnhancement<\/td>\n<\/tr>\n
9.<\/td>\nContact – Add Advance Receipt in Contact Split and Credit allocation<\/td>\nEnhancement<\/td>\n<\/tr>\n
10.<\/td>\nE way Bill – Add E-way Bill<\/td>\nNew Features<\/td>\n<\/tr>\n
11.<\/td>\nReport – Add column in Ledger summary and Journal report<\/td>\nEnhancement<\/td>\n<\/tr>\n
12.<\/td>\nReport – Add Branch wise filter<\/td>\nEnhancement<\/td>\n<\/tr>\n
13.<\/td>\nGRN\/Bill – Vendor Reference<\/td>\nEnhancement<\/td>\n<\/tr>\n
14.<\/td>\nExport – Add fields in Delivery Challan<\/td>\nEnhancement<\/td>\n<\/tr>\n
15.<\/td>\nImport – Add import of Sales\/Bill in Manual Journal<\/td>\nNew Features<\/td>\n<\/tr>\n
16.<\/td>\nExport – Add Prospects Export in Quote<\/td>\nNew Features<\/td>\n<\/tr>\n
17.<\/td>\nReport – Add Export option in Attribute Wise Stock Report<\/td>\nEnhancement<\/td>\n<\/tr>\n
18.<\/td>\nPO – Add Tolerance limit option in Customization<\/td>\nEnhancement<\/td>\n<\/tr>\n
19.<\/td>\nBill – Add Bill No and Bill Date option in Customization Setting<\/td>\nEnhancement<\/td>\n<\/tr>\n
20.<\/td>\nProduction – BOM Print<\/td>\nEnhancement<\/td>\n<\/tr>\n
21.<\/td>\nReport – SO Vs RM Report<\/td>\nNew Features<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Report – Add filter in GRN vs Invoice Report: <\/strong>With this release, we have given to add Branch & Vendor filter option in Report. You can view the transaction as per Branch & Vendor wise.<\/p>\n

Available Here: <\/strong>Reports → Purchase → GRN Vs Invoice Report<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-report-addfilter-ingrn-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"accounting-report-addfilter-ingrn-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Branch column is provided in Excel sheet.<\/p>\n

\n\t\"accounting-report-addfilter-ingrn-three\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Report – Add filter in PO vs Invoice Report: <\/strong>With this release, we have given to add Branch & Vendor filter option in Report. You can view the transaction as per Branch & Vendor wise.<\/p>\n

Available Here: <\/strong>Reports → Purchase → PO Vs Invoice Report<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-report-addfilter-inpo-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"accounting-report-addfilter-inpo-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Branch column is provided in Excel sheet.<\/p>\n

\n\t\"accounting-report-addfilter-inpo-three\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Report – Add fields in Sales Report: <\/strong>With this release, we have given to add some fields in Sales Report settings. You can see the report as Receivable Account Name, HSN\/SAC, Invoice Type & Status.<\/p>\n

Available Here: <\/strong>Reports → Sales → Sales Report → Settings<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-report-addfields-insales-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"accounting-report-addfields-insales-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Sales\/ Bill – Add Project fields in list & customization settings: <\/strong>With this release, we have given to add Project Name, Project Code on the Sales\/Bill listing page. You can see Project wise created Sales\/Bill.<\/p>\n

Available Here: <\/strong>Sales → Invoice → Invoice Listing Setting<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-salesbill-addprojct-fields-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"accounting-salesbill-addprojct-fields-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Contact – Add Code column on Contact Listing page: <\/strong>With this release, we have given to add separate contact code option in Contact listing page.<\/p>\n

Available Here: <\/strong>Contacts → All Contact<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-contact-adcode-column\"
\n<\/figure>\n

Print – Add Bundle list in print: <\/strong>With this release, we have provision to add Bundle items details on Print Preview.<\/p>\n

Available Here: <\/strong>Settings → Template Configuration → Print Template<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-print-addbundle-list\"
\n<\/figure>\n

Export – Add fields in Sales Order: <\/strong>With this release, we have given to export more than 5K records as per page wise in Sales Order.<\/p>\n

Available Here: <\/strong>Sales → Sales Order → Export<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-export-addfields-insales-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"accounting-export-addfields-insales-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Print – Update Place of supply to place of origin in PO, GRN & Purchase: <\/strong>With this release, we have given to change the caption (Place of Supply to Place of Origin) in Print.<\/p>\n

Available Here: <\/strong>Settings → Template Configuration → Print Template<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-print-update-place\"
\n<\/figure>\n

Contact – Add Advance Receipt in Contact Split and Credit allocation: <\/strong>With this release, we have given to add Advance Receipt option in Split Amount. You can allocate the opening receipt amount with Contact Opening amount.<\/p>\n

Available Here: <\/strong>Contacts → Add Contact<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-contact-addadvance-receipt-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"accounting-contact-addadvance-receipt-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"accounting-contact-addadvance-receipt-three\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"accounting-contact-addadvance-receipt-four\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

E way Bill – Add E-way Bill: <\/strong>With this release, we have given to generate E-way Bill separately without generating e Invoice.<\/p>\n

Available Here: <\/strong>Sales → Invoice → Invoice View Mode → Approval Matrix<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-ewaybill-addeway\"
\n<\/figure>\n

Report – Add column in Ledger summary and Journal report: <\/strong>With this release, we have given to separate Account Name & Account code column in Ledger Summary & Journal Report.<\/p>\n

Available Here: <\/strong>Reports → Accounting → Ledger Summary<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-report-addcolumn-inledger-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

In Journal Report<\/p>\n

\n\t\"accounting-report-addcolumn-inledger-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Report – Add Branch wise filter: <\/strong>With this release, we have given to add branch wise filter in Stock Ledger, Purchase Cycle Report, Warehouse Report, Purchase GRN Report. You can see the transaction as Branch wise.<\/p>\n

Available Here: <\/strong>Reports → Purchase → Purchase GRN Report<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-report-addbranch-wise-filter-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"accounting-report-addbranch-wise-filter-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

GRN\/Bill – Vendor Reference: <\/strong>With this release, we have given to Vendor name cannot change while generated GRN or Bill from PO or GRN.<\/p>\n

Available Here: <\/strong>Purchase → GRN<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-grnbill-vendor-reference-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"accounting-grnbill-vendor-reference-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Export – Add fields in Delivery Challan: <\/strong>With this release, we have given to export more than 5K records as per page wise in Sales Order.<\/p>\n

Available Here: <\/strong>Sales → Delivery Challan → Export<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-export-addfields-indelivery-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"accounting-export-addfields-indelivery-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Import – Add import of Sales\/Bill in Manual Journal: <\/strong>With this release, we have given to add Sales and Bill import option in Manual Journal.<\/p>\n

Available Here: <\/strong>Journals → Manual Journal → Import<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t
\n<\/figure>\n
\n\t
\n<\/figure>\n

Export – Add Prospects Export in Quote: <\/strong>With this release, we have provision to add Prospects Export in Quote. You can view all transactions of quotes whose Contact is saved in draft.<\/p>\n

Available Here: <\/strong>Sales → Quote → Export<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-export-add-prospects-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"accounting-export-add-prospects-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Report – Add Export option in Attribute Wise Stock Report: <\/strong>With this release, we have provision to add Export option in Attribute Wise Stock Report.<\/p>\n

Available Here: <\/strong>Reports → Inventory → Attribute Wise Stock Report<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-report-addexport-option-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"accounting-report-addexport-option-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

PO – Add Tolerance limit option in Customization: <\/strong>With this release, we have provision to add Tolerance limit option in Document customization.<\/p>\n

Available Here: <\/strong>Settings → Custom Configurations → Document Customization → Purchase Order<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-poadd-tolerance-limit\"
\n<\/figure>\n

Bill – Add Bill No and Bill Date option in Customization Setting: <\/strong>With this release, we have provision to add Bill No and Bill date mandatory option in Document customization.<\/p>\n

Available Here: <\/strong>Settings → Custom Configurations → Document Customization →
\n\tPurchase Invoice<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-billadd-billno-andbill\"
\n<\/figure>\n

Production – BOM Print: <\/strong>With this release, we have given to BOM print option in Production Plan.<\/p>\n

Available Here: <\/strong>Pro Inventory → Production → Production Plan → Production Plan View<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-production-bomprint-one\"
\n<\/figure>\n
\n\t\"accounting-production-bomprint-two\"
\n<\/figure>\n

Report – SO Vs RM Report: <\/strong>With this release, we have given export option for SO VS RM report to see how much RM is required for Finished Goods or how to place an order.<\/p>\n

Available Here: <\/strong>Reports → Inventory → SO Vs RM Report<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"\"
\n<\/figure>\n
\n\t\"\"
\n<\/figure>\n
\n\t\"\"
\n<\/figure>\n

Bugs:<\/strong><\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Bug Id<\/th>\nDiscription<\/th>\n<\/tr>\n<\/thead>\n
Client Issue<\/td>\nQuota Allocation Import issue<\/td>\n<\/tr>\n
Client Issue<\/td>\nContact should not save without GSTIN verify<\/td>\n<\/tr>\n
Client Issue<\/td>\nDue date format is not correct in Bill Export<\/td>\n<\/tr>\n
Client Issue<\/td>\nConversion is not take more than 2 decimal places<\/td>\n<\/tr>\n
Client Issue<\/td>\nCreate MTN with reference of MRN than Item name input should be disabled<\/td>\n<\/tr>\n
Client Issue<\/td>\n“More” button should be hide when create MTN from MRN<\/td>\n<\/tr>\n
Client Issue<\/td>\nPrice for MRN should take from Item Purchase Price from Item master if item is not purchase or having 0
\n\t\t\t\tstock<\/td>\n<\/tr>\n
Client Issue<\/td>\nMRN, MTN Issuing Warehouse should show as per user wise<\/td>\n<\/tr>\n
Client Issue<\/td>\nAdd City for PIN Code – 362020<\/td>\n<\/tr>\n
Client Issue<\/td>\nTDS Outstanding issue<\/td>\n<\/tr>\n
Client Issue<\/td>\nDocument Series issue for Quote & PO<\/td>\n<\/tr>\n
Client Issue<\/td>\nQuota when uploaded for 1st day of any month, will only impact the report data or else it will not
\n\t\t\t\tconsider the quota allocation for that month<\/td>\n<\/tr>\n
Client Issue<\/td>\nCumulative Quota for next month Showing different figure in below report<\/td>\n<\/tr>\n
Client Issue<\/td>\nRemittance data for below report not matching with sales collection data<\/td>\n<\/tr>\n
Client Issue<\/td>\nIn Role permission there are pagination not given, we had created 125
\n policy but at the time of role creation it is showing only 100 permission<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

We’re always excited to hear from you! If you have any feedback, questions or concerns, please email us at: qa@hostbooks.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

E-way Bill, SO Vs RM Report, BOM Print, Add Bundle list in print, Add fields in Export of Sales Order & Delivery
\nChallan, Add Prospects Export in Quote, etc.<\/p>\n","protected":false},"author":1276,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9292,9291],"tags":[],"yst_prominent_words":[],"_links":{"self":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/17562"}],"collection":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/users\/1276"}],"replies":[{"embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/comments?post=17562"}],"version-history":[{"count":3,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/17562\/revisions"}],"predecessor-version":[{"id":17565,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/17562\/revisions\/17565"}],"wp:attachment":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/media?parent=17562"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/categories?post=17562"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/tags?post=17562"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/yst_prominent_words?post=17562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}