Customer master is used for tracking master record of the client/customer. It has three tabs for General Information, Accounting Detail and Address Detail
The receipt master is the module that will be often used by customer service personnel to enter samples into the lab. This is the module which is responsible for creating item inward and from here the test and test methods is used to be defined. To make material inward, simply press F6, below window will appear in the new mode.
The second tab “Test Type” have to detail grid, one is used for defining the test types whereas the second one is to select the item belongs to test type. The bottom gird only be shown when the “Show item selector is checked” in the setting master. The bottom grid have separate sheet for each test type, each time a new record is added in the test type a new sheet is created in the bottom grid with having entire item list in the detail gird. You must specify the corresponding item being tested in that test type. There is four column in the top grid, Test type which can Physical, Chemical, Calibration, NDT, Corrosion, Others. Item can be leaved blank if you are specifying it from the bottom grid; Test Group can be specified by the broad name of the test to be performed on the item. Test Methods can be used to specify the test methods used in the test.
The third “Observation” tab contains the detail information about the condition of the item.
Invoicing
Before generating invoice to the client, we must define the rate for the particulars. Rate can be defined different for the different customer. If the rate is not found for a selected customer, the default rate will be picked up.
Invoice window can be opened by selecting the desired MRN (Material Receipt Number) and then clicking on the invoice icon from the toolbar. Related field will come automatically on invoice master window load. For e.g. (Attn/Attention field and address field data will be picked up from the contact person and address given in customer master respectively). The particular/Test Detail can be of two types one can be non discountable and other can be non taxable. If the particular is checked for the non discountable, it will be excluded in discount amount. If the Particular/Test Detail is of non-taxable it will be included for the service and other taxes.
