ERPNext Solar Blue Print

New Purchase Order Form

This is a breakdown of the fields visible in the "New Purchase Order" form of an ERPNext system.

Details Section

• Series: Dropdown field for selecting the naming series for the purchase order.
• Date: Mandatory date field to specify the creation date of the purchase order.
• Required By: Date field to indicate when the ordered items/services are required.
• Company: Mandatory field specifying the company issuing the purchase order (pre-filled as "Best Marine Private Limited").
• HNS Domain: An optional text field for entering a specific domain or category related to the order.
• Supplier: Mandatory field to select the supplier/vendor for the purchase order.
• HNS Party Group: Optional field likely related to grouping suppliers or stakeholders.
• Broker: Optional field to specify the broker or intermediary involved in the transaction.
• HNS Purchase Incharge: Optional field for entering the name or ID of the person responsible for the purchase.
• Order Type: Dropdown field to select the type of order (e.g., material, service).
• Apply Tax Withholding Amount: Checkbox to apply tax deduction at source, if applicable.
• Is Reverse Charge: Checkbox indicating if reverse charge mechanism applies.
• Is Subcontracted: Checkbox to mark the purchase as subcontracted.

Additional Fields

• HNS Notes: A large text area for entering notes or special instructions.
• HNS Doc Remarks: Another text area for adding document-level remarks or comments.
• HNS Dim Sales Order: Likely a link or reference field to associate the purchase order with a specific sales order.

Purchase Receipt Order Form

Purchase Invoice Receipt Form

The Purchase Invoice Details iDashboard Report (HnsRep) is a customizable, dynamic report designed to provide detailed insights into purchase invoices. Below are its key features:

Key Details Displayed

• Invoice numbers
• Supplier details
• Invoice date and due date
• Total amount, taxes, and payment status
• Linked documents (e.g., purchase orders, receipts)

Interactive Dashboard Features

• Filters: Filter by supplier, date range, payment status, or item categories.
• Charts and Graphs: Visualize data through bar graphs, pie charts, or line charts for trends like monthly spending or supplier performance.
• Grouping Options: Organize by supplier, invoice status, or time periods for summary views.

ERP Integration

• Seamlessly integrates with ERP modules, reflecting real-time data from the purchase cycle.
• Drill-down capability to view document details.

Customization

• Adjustable columns and export options (PDF, Excel).
• User-defined KPIs or metrics (e.g., average payment time, overdue amounts).

This report enhances visibility into purchase activities, enabling better decision-making for procurement and finance teams.

The Purchase TDS (Tax Deducted at Source) Summary HnsRep is a concise, interactive report designed to provide an overview of tax deductions applied to purchase transactions. It enables businesses to monitor and manage TDS compliance effectively.

Key Features

• Detailed TDS Overview:
  • Supplier-wise TDS deductions.
  • Invoice details linked to TDS.
  • TDS rates applied and corresponding amounts.
  • Total tax liability and remittance status.
• Compliance Monitoring:
  • Identifies overdue or pending TDS remittances.
  • Tracks TDS certificates issued and pending.
  • Highlights discrepancies or errors in TDS calculations.
• Filters and Custom Views:
  • Filter by supplier, date range, TDS section, or rate.
  • Group data by supplier, tax rate, or financial period.
  • Drill-down options to view TDS details for specific invoices.
• ERP Integration:
  • Linked to purchase invoices, payments, and tax returns in the ERP system.
  • Automated updates based on real-time data.
• Reports and Exports:
  • Summary and detailed reports available.
  • Exportable to Excel, PDF, or CSV for regulatory submissions or internal use.
  • Monthly, quarterly, or yearly summaries for easy reconciliation.
• Visual Insights:
  • Graphs showing TDS trends over time.
  • Supplier contribution to TDS deductions.

Benefits

• Ensures TDS compliance and reduces penalties.
• Simplifies reconciliation between deducted, paid, and reported TDS.
• Enhances transparency and accuracy in tax management.

Posting Date

The date when the transaction was posted.

Party

A unique identifier for the customer or vendor involved in the transaction.

Party Name

The full name of the customer or vendor.

City

The city associated with the customer or vendor.

Voucher No

The reference number for the invoice or voucher.

Invoice Amt

The total amount of the invoice.

Paid Amt

The amount paid towards the invoice.

Return Amt

The amount returned or credited for the invoice.

Debit Note Amt

The amount adjusted through debit notes.

Outstanding Amt

The remaining balance or amount yet to be paid.

Running Total

A cumulative total of outstanding amounts.

Days

The number of days since the invoice was posted or became due.

Party Type

The classification of the party (e.g., customer, vendor, etc.).

Receivable Account

The account to which the receivable is booked.

Voucher Type

The type of voucher or document (e.g., Sales Invoice, Debit Note, etc.).

Invoice Date

The date on which the invoice was generated.

Customer Group

The category or group to which the customer belongs.

Customer Name

The full name of the customer.

Total

The total value of the invoice.

OutStd Amt

The outstanding amount that is yet to be paid by the customer.

Total Qty

The total quantity of items in the invoice.

Grant Total

The cumulative total for all invoices or transactions.

Agent

The name or ID of the sales agent handling the transaction.

PO No.

The purchase order number linked to the invoice.

Status

The current status of the invoice (e.g., Paid, Unpaid, Overdue).

Company

The company name issuing the invoice.

VNO

Voucher Number associated with the invoice.

Invoice Date

The date when the invoice was generated.

Customer Group

The group or category to which the customer belongs (e.g., retail, wholesale, etc.).

Customer Name

The full name of the customer associated with the invoice.

Total

The total value of the invoice, including all items and applicable taxes.

OutStd Amt

The outstanding amount that remains unpaid for the invoice.

Total Qty

The total quantity of items included in the invoice.

Grant Total

The cumulative total for all related invoices or transactions.

Agent

The sales agent or representative responsible for the transaction.

PO No.

The purchase order number linked to the transaction, provided by the customer.

Status

The current state of the invoice (e.g., Paid, Unpaid, Overdue).

Company

The name of the company issuing the invoice.

VNO

The voucher number associated with the invoice for reference purposes.

Remarks

Notes or additional information related to the customer's transactions or account summary.

Total Invoiced Amount

The total amount of invoices generated for the customer within the specified time period.

Total Paid Amount

The total amount that has been paid by the customer against their invoices.

Debit Note Amount

The total amount adjusted through debit notes for the customer.

Total Outstanding Amount

The remaining balance or amount that the customer still owes.

Plant

The plant or location associated with the purchase order.

PO Type

The type of purchase order (e.g., standard, consignment, etc.).

PO No.

The unique number assigned to the purchase order.

PO Date

The date the purchase order was created or issued.

PR No.

The reference number for the purchase requisition associated with the purchase order.

PR Date

The date the purchase requisition was created or issued.

Supplier Code

The unique code identifying the supplier.

Supplier Name

The name of the supplier from whom the goods or services are procured.

City

The city where the supplier is located.

PIN No.

The postal code or PIN number associated with the supplier's location.

Item Code

The unique code identifying the item being ordered.

Item Name

The name of the item being procured through the purchase order.

UOM

The unit of measurement for the item (e.g., kg, piece, liter).

PO Qty

The quantity of the item ordered in the purchase order.

Dispatched Qty

The quantity of the item dispatched by the supplier so far.

Basic Amt.

The basic amount before taxes and additional charges for the purchase order.

CGST Amt.

The Central Goods and Services Tax amount applicable on the purchase order.

SGST Amt.

The State Goods and Services Tax amount applicable on the purchase order.

IGST Amt.

The Integrated Goods and Services Tax amount applicable on the purchase order.

PO Amt.

The total amount of the purchase order after taxes and charges.

Qty Pend.

The remaining quantity of the item that has not been dispatched or received yet.

Rate

The rate per unit of the item specified in the purchase order.

Pending Qty

The quantity of items that are yet to be delivered or received.

Delivery Dt

The expected delivery date for the pending items.

Item Description

A brief description of the item, including specifications or details.

Ord Qty

The total quantity of items ordered as per the purchase order.

Rcvd Qty

The quantity of items that have already been received.

Ret Qty

The quantity of items that have been returned to the supplier.

Div Over Due (Days)

The number of days by which the delivery is overdue, if applicable.

#

The serial number indicating the row or record order in the report.

Date

The date on which the purchase order was created or issued.

ReqDate (Required Date)

The date by which the ordered items are required.

Purchase Order No

The unique identifier or number assigned to the purchase order.

Supplier Code

The unique code representing the supplier in the system.

Supplier Name

The name of the supplier responsible for fulfilling the purchase order.

Supplier Group

The category or group to which the supplier belongs.

Item Code

The unique code representing the item in the inventory or catalog.

Item Name

The name of the item being ordered.

Item Group

The category or group to which the item belongs.

UOM (Unit of Measure)

The unit in which the quantity of the item is measured, such as pieces, kilograms, or liters.

Quantity

The total quantity of the item ordered.

Rate

The price per unit of the item.

Amount

The total cost for the ordered quantity of the item, calculated as Quantity × Rate.

RecQuantity (Received Quantity)

The quantity of items already received by the buyer.

BalQuantity (Balance Quantity)

The remaining quantity that is yet to be received.

Pending

An indicator or status showing whether the purchase order is still open or pending fulfillment.

Item-wise Purchase History

Filters

Company

Filter by the company associated with the purchase history.

Date Range

Filter records within a specific purchase date range (From Date to To Date).

Item Group

Filter purchase history by the group/category of items.

Item

Filter records by the specific item name or code.

Supplier

Filter records by the supplier associated with the purchase history.

Fields

Item Code

The unique code assigned to the item.

Item Name

The name of the purchased item.

Item Group

The category or group to which the item belongs.

Description

A brief description of the item.

Quantity

The total quantity of the item purchased.

UOM (Unit of Measure)

The unit of measure for the quantity (e.g., Nos, Kg, etc.).

Rate

The rate per unit of the item.

Amount

The total amount calculated by multiplying the rate and quantity.

Purchase Order

The reference number of the associated purchase order.

Transaction Date

The date of the transaction related to the purchase.

Purchase Order Analysis

Filters

Date Range

Filter records within a specific purchase order date range (From Date to To Date).

Project

Filter records by the project associated with the purchase order.

Purchase Order

Filter by a specific purchase order number.

Status

Filter records by the status of the purchase order (e.g., To Bill, To Receive, To Receive and Bill, Completed).

Group by Purchase Order

Option to group records by purchase order for consolidated data.

Fields

Date

The date on which the purchase order was created or issued.

Required By

The date by which the items or services are required.

Purchase Order

The unique reference number of the purchase order.

Status

The current status of the purchase order (e.g., To Bill, To Receive, Completed).

Supplier

The supplier associated with the purchase order.

Pending Qty

The quantity of items still pending for receipt or billing.

Item Code

The unique code assigned to the item in the purchase order.

Qty

The total quantity of items in the purchase order.

Received Qty

The quantity of items received against the purchase order.

Billed Qty

The quantity of items billed against the purchase order.

Qty to Bill

The remaining quantity of items yet to be billed.

Amount to Bill

The monetary amount still pending for billing.

Billed Amount

The total monetary amount already billed for the purchase order.

From Date

The start date for the sales report.

To Date

The end date for the sales report.

#

Serial number of the entry.

Order Type

Type of sales order (e.g., Retail, Wholesale).

Date

Date of the invoice.

Inv No

Invoice number.

Sales Person

Name of the salesperson responsible for the order.

Customer

Name of the customer placing the order.

Bill to City

City where the invoice is billed.

Ship to City

City where the items are shipped.

Item Code

Unique code for the item sold.

Item Name

Name of the item sold.

Rate

Price per unit of the item.

UOM

Unit of Measure for the item (e.g., kg, pcs).

Watt Total

Total wattage for the items sold (if applicable).

Quantity

Total quantity of the item sold.

Basic Amount

Total basic amount for the items (excluding taxes).

State

State in which the sales are made.

Project

Project associated with the sales (if applicable).

Date

The date of the sales order entry.

Sales Order

The unique identifier or number assigned to the sales order.

Status

The current status of the sales order (e.g., Pending, Delivered).

Customer

The name of the customer placing the order.

Customer Name

The detailed name of the customer.

Item Code

The unique code for the item being ordered.

Description

A brief description of the item being ordered.

Qty

The total quantity of the item ordered.

Delivered Qty

The quantity of items that have already been delivered.

Qty to Deliver

The remaining quantity of items yet to be delivered.

Qty on Bill

The quantity of items billed in the order.

Amount

The total amount for the order.

Billed Amount

The amount that has been billed for the order.

Pending Amount

The amount yet to be billed or paid for the order.

Amount Delivered

The value of items that have been delivered.

Delivery Date

The expected or scheduled delivery date for the order.

Delay in Days

The number of days the delivery is delayed beyond the expected date.

Time Taken to Deliver

The total time taken to deliver the order.

Warehouse

The warehouse location from where the order is managed.

Company

The company responsible for fulfilling the sales order.

#

Serial number of the entry.

ID

Unique identifier for the sales order.

Customer Name

Full name of the customer.

Customer

The customer code or short name.

Date

The date when the sales order was created.

Delivery Date

The scheduled date for delivering the items.

Company

The name of the company managing the sales order.

Grand Total

The total amount for the sales order in the customer's currency.

Status

The current status of the sales order (e.g., Pending, Delivered).

Delivery Status

The percentage or status of items delivered from the sales order.

% Delivered

The percentage of the total quantity delivered.

% Amount Billed

The percentage of the total amount billed.

Billing Status

Status of billing for the sales order.

Currency

The currency in which the sales order is processed.

Grand Total (Company Currency)

The total amount for the sales order converted into the company’s base currency.

Order Type

Type of sales order (e.g., Retail, Wholesale).

#

The serial number of the record in the report.

Inv No

The invoice number associated with the dispatch.

Date

The date when the invoice or dispatch was created.

Customer

The name of the customer to whom the items are being dispatched.

Ship to City

The destination city for the shipment.

Item Name

The name of the item being dispatched.

Quantity

The total number of units of the item being dispatched.

Basic Amount

The total amount for the dispatched items, excluding taxes and other charges.

Vehicle Type

The type of vehicle used for the dispatch.

#

The serial number of the record in the report.

Project

The name or code of the project associated with the sales.

Date

The date of the sales transaction.

Inv No

The invoice number associated with the sales transaction.

Sales Person

The name of the salesperson handling the transaction.

Customer

The name of the customer placing the order.

City

The city where the customer is located.

Item Code

The unique code for the item being sold.

Item Name

The name of the item being sold.

Quantity

The total quantity of the item sold.

Basic Amount

The total amount for the items sold, excluding taxes and other charges.

Watt Total

The total wattage of the items sold (if applicable).

State

The state where the customer is located or the sales occurred.

Date Range

Select the start and end dates to filter the data for the desired time period. Example format: DD-MM-YYYY.

Report Type

Choose the type of report you want to view from the dropdown options. Examples include:

• IQC Status Analysis: Analyze the status of IQC processes over time.
• IQC Response Time: View the response time metrics for IQC activities.
• XYZ: Placeholder or additional report types.

Test Material

The material or product under inspection for quality control.

GRN No.

The Goods Receipt Note number that uniquely identifies the receipt of goods.

QC Vno

The Quality Control Voucher number linked to the inspection process.

GRN Type

The type or category of the Goods Receipt Note (e.g., raw materials, finished goods).

Total Count Para

The total number of parameters assessed during the quality control process.

Uncheck Count

The count of parameters that are yet to be checked or verified.

Unchecked Parameters

A list or description of the parameters that have not been checked during the inspection process.

GRN No

The unique Goods Receipt Note number used to identify the receipt of goods.

Supplier Code

The code or unique identifier for the supplier who provided the goods.

Supplier Name

The name of the supplier responsible for delivering the goods.

Date

The date of the goods receipt.

Creation Date

The date when the GRN record was created in the system.

Total Qty

The total quantity of goods received.

Total Amount

The total monetary value of the goods received before taxes.

Taxes Amt

The total amount of taxes applied to the goods receipt.

Rounded Total

The total amount after rounding off, including taxes.

User Name

The name of the user who created or processed the GRN in the system.

Purchase

The unique identifier or reference for the purchase requisition.

Buyer

The name or ID of the buyer responsible for processing the requisition.

PR No

The unique Purchase Requisition number used for tracking purposes.

PR Date

The date on which the Purchase Requisition was created.

Approver

The name of the person or department responsible for approving the requisition.

Section

The section or department to which the requisition pertains.

Description

A brief description of the item or service requested in the requisition.

UoM

The Unit of Measure for the requested item (e.g., pieces, kilograms).

PR Qty

The quantity of the item requested in the requisition.

PO Qty

The quantity of the item that has been converted to a Purchase Order.

Purchased

Indicates whether the item has been fully purchased or not.

Pending

The remaining quantity that has yet to be purchased.

Rate

The unit rate or price for the requested item.

Amount

The total value of the requisition item, calculated as rate multiplied by quantity.

Last PO No

The last Purchase Order number associated with the requisition item.

Last PO Date

The date of the last Purchase Order associated with the requisition item.

Last Supplier

The name of the supplier associated with the last Purchase Order.

Last PO Rate

The rate or price per unit in the last Purchase Order.

Status

The current status of the requisition (e.g., Pending, Completed).