Overview/Introduction to Modify Purchase Bill in Marg ERP Software

Process to Modify Purchase Bill in Marg ERP Software

OVERVIEW/INTRODUCTION TO MODIFY PURCHASE BILL IN MARG ERP SOFTWARE

The user can modify purchase bill if any mistake (wrong quantity or product name) has been committed while creating the Purchase Bill. 

PROCESS TO MODIFY PURCHASE BILL IN MARG ERP SOFTWARE

• Go to Transactions > Purchase > Modify Bill.

•  A Modify window will be displayed.

CASE-1: If the user remembers the Purchase Bill Number of party.

Number - The user will mention the purchase bill number of the party which needs to be modified that was mentioned when the bill was created. 

For : As the user will mention number, the cursor will automatically switch to “For” field with 3 options: Edit, Convert and Print.

• In the software it is set as Edit by default but from this the user can edit, print or convert the Purchase Bill. Select Edit.

The Purchase bill will be displayed.

 The user can now print, edit or delete as per their requirement.

CASE-2: If the user does not remember the Purchase Bill Number of party.

The user will Leave the No. field as blank and cursor will switch to date field.

 Here the user will select the date. To view all Purchase bills which are created in financial year. Select ‘All Time’.

 Ledger: Here the user will select ledger(s) for the bill of any single customer or for all customers.

Select ‘All’ to modify bills for all customers.

 Hold: If the user wants to view the list of purchase bills that has been on hold or unhold or both hold and unhold, then select accordingly.

• Suppose, the user selects ‘All’ to view both hold and un-hold bills. Press “Enter.

•  All purchase bills are displayed on the screen as per the details which the user has specified.

• Enter on that Purchase bill which the user wants to modify

•  Press Enter on Modify option.

• The user can now modify the purchase bill according to the requirement.

• The user can modify details like party name, quantity, type, date, etc.

• Now, Suppose the user wants to change the quantity. Press Enter on quantity.

Change the number of quantity as per requirement and then press enter.

• A pop up of ‘Value changed’ will appear on the screen once the modifications is being completed.

Then press 'Ctrl+W' and Select ‘Yes’ to save the changes.