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If Batch and Bill history does not display at the time of billing, then how to resolve it in Marg Software?

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Overview of Create History Option in Marg Software

Process of Create Bill History Option in Marg Software

Process of Create Batch History Option in Marg Software

OVERVIEW OF CREATE HISTORY OPTION IN MARG SOFTWARE 

With the help of Create History Option in Marg ERP Software, the user can easily transfer the Bill history of a particular ledger and Item Batch history from the last financial year to the current financial year in order to view the list of last deals on the screen at the time of creation of bill.

PROCESS OF CREATE BILL HISTORY OPTION IN MARG SOFTWARE 

Suppose, there is a Party (Raj Ltd) and the bill which is being created in the previous year (2018-2019) of that party; the user now needs that the history of that party must be reflected on the billing screen in the current financial year (2019-2020).

In order to Create Bill History in the current financial year (2019-2020), the user needs to follow the below steps:

  • Go to Reports > Management Report > Utilities > Create History > Create Bill History.

A 'Create Bill History' window will appear with some fields:

a. History Upto: Specify the date that from which date the user needs to transfer the bill history to the current financial year.(Suppose enter 1st March 2018).

b. Delete/Create: Select 'Create'.

c. Type <SURE>: The user will type 'SURE' here.

  • Press 'Enter' key.

  • Now, when the user will create the bill of a party in the current financial year then the user can easily view the Bill History of that party below the Sale entry window.
  • Suppose select 'Raj LTD'.

After loading the Items in Sale Bill, the user can view the Batch and Bill history.

PROCESS OF CREATE BATCH HISTORY OPTION IN MARG SOFTWARE 

  • The user can transfer the Item Batch from the previous year to the current financial year.
  • Like, the stock of Batch 456 of Crocin 120 Item is zero.

  • Now, if the user will come to the Batch window of the same item (Crocin 120) in the current financial.
  • The user can view that the batch whose stock was zero is not shown in the current year. 

  • So, in order to create the Batch history,
  • Go to Reports > Management Report > Utilities > Create History > Create Batch History.

A 'Create Batch History' window will appear with different fields:

a. History Upto: Specify the date that from which date the user needs to create the Batch history.(Suppose enter 1st March 2018).

b. Delete/Create: Select 'Create'.

c. Type <SURE>: The user will type 'SURE' here.

  • Press 'Enter' key.

  • Now, the user will go to the Batch window of the same Item (Crocin 120) and press 'F10' key.

  • So, the user can view that the batch whose stock was zero is displayed now in the current year. 

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