5.1.4.2 Claim Note Customer (Out)

Enter the running no. You can also click on the “telescope” or press F2 for a list of existing documents.

Eg. Ref No: COC000002

Choose the relevant claim note type. You can also click on the “telescope” or press F2 for a list to ensure accurate processing of your request.

Eg. Type: COC01

The date will default follow computer date. You can direct change the date.

Eg. Date: 14/06/2023

If the checkbox is ticked, click on the “telescope” or press F2 will display all the claim note customer (out).

Directly type the Customer name or customer code to search. You can also click on the “telescope” or press F2 for a list of Customer that had been maintain earlier.

Eg. Customer: A001 | ASDIC AUTO SUPPLY

After entering the customer code, term will be automatically display based on customer master entry (F8) or you can type it.

Eg. Terms: 90

After entering the customer code, the customer name will automatically display based on customer master entry (F8).

Eg. Customer Name: ASDIC AUTO SUPPLY

Click on the “telescope” or press F2 to list the transporter, to deliver to this customer.

Eg. Transport: A01 | SENG TAKE TRANSPORT

After entering the customer code, the salesman code will automatically display based on the customer master entry (F8). You can also click on the “telescope” or press F2 to select a different salesman code.

Eg. Salesman: SKY

Directly type the supplier name or supplier code to search. You can also click on the “telescope” or press F2 for a list of suppliers that had been maintained earlier.

Eg. Supplier: A003 | AE ENGINE PARTS SDN BHD

Select the issuing person for this entry.

Eg. Issue By: GREEN

This will follow your customer master entry (F8) forex code setup. You can also click on the “telescope” or press F2 to select a forex code.

Eg. Forex Code: RM

Is the rate at which one currency can be exchanged for another. It determines how much of one currency you can get for a given amount of another currency.

Eg. Forex Rate: 1.0000

Refers to the exchange rate provided by a specific financial institution or business for currency conversion within a particular locality or country.

Eg. Local Rate: 1.0000

The default value for this field is the billing address pre-maintained in the Customer Master (F8). Press < Enter > to accept the default address, click on “telescope” or press F2 to select or key in a different address as required.

You can click on the “telescope” or press F2 for a list of claims in the customer is displayed for selection.

Additional remarks can insert as a reference.

This shows the latest 3 transaction sales for the customer we select for the stock item.

Enter the stock code. Item entered in this field must exist in the stock master entry (F7). You can also click on the “telescope” or press F2 for a list of valid stock items. Stock code (*) can be used to enter a non-stock item.

Eg. Stock Code: 002 090 153

A default description that had been pre-maintained in the stock master entry (F7) will appear at the screen. This description also can be modified.

Eg. Description: BULB H3 12V/100W EFF

You can click on the “telescope” or press F2 for a list of claim lines displayed for selection. Either you can manually type a claim line.

Eg. Claim Line: CIC00002/1

Once a claim line is selected (either by typing, clicking on the “telescope” or press F2), the system automatically populates the associated claim date.

Eg. Claim Date: 14/06/2023

Additional remarks can insert as a reference.

Enter the location code where the stock item is issued. You can also click on the “telescope” or press F2 for a list of pre-maintained location codes.

Eg. Loc: L1

This is the quantity of stock item.

This is the Unit Of Measure for the stock item. The system will default from the UOM pre-maintained in the stock entry (F7).

Eg. UOM: SET, PCS, CTS, KGS

This is the amount for one stock item. Enter the unit price for the current stock item.

Eg. Unit Price: 10.00

This column you can put another part no to show to the customer. The part no column for printing will be taken from this column.

“Y” for control Stock Claim Customer In (Stock Deduction or Stock Additional).

“N” for NON control Stock Claim Customer In (Stock Deduction or Stock Additional).

The final total amount of the transaction.

Eg. Grand Total: 10.00