Sales Other Invoice
SALES OTHER INVOICE
1.1 Add Sales Other Invoice
Add Sales Other Invoice – Step-by-Step
Step 1: Reach the Sales Other Invoice Screen
From the main side menu, navigate to Sales → Operators → Sales Other Invoice. This opens the Sales Other Invoice Search page.
Step 2: Open Create Screen
Click Add Sales Other Invoice on the top-right.
The Create Sales Other Invoice screen opens.
Step 3: Fill in Details
Invoice Details – Field Definitions
Customer[Dropdown] [Mandatory] - Select the customer for whom the invoice is created.
Plant[Dropdown] [Mandatory] - Select the plant responsible for this invoice.
Sales Other Invoice Number[Text Field] [Mandatory] - System-generated unique invoice reference.
Invoice Type [Dropdown] [Mandatory] - Select the category or type of the invoice.
Sales Other Invoice Date [Text Field] [Mandatory] - Date on which the invoice is issued.
PO Number [Text Field] [Optional]- Reference purchase order number, if applicable.
Billing Address [Dropdown] [Mandatory]- Address where the invoice is billed.
Delivery Address [Dropdown] [Mandatory] - Address where the goods or services are delivered.
Transportation Mode[Dropdown] [Mandatory] - Method used for transporting the goods.
Place of Supply[Dropdown] [Mandatory] - Location where the supply is considered for tax purposes.
Delivery Terms [Dropdown] [Mandatory] - Conditions under which delivery is made.
Payment Terms [Dropdown] [Mandatory] - Agreed conditions for payment settlement.
TCS Applicable [Optional] - Enable if Tax Collected at Source is applicable for this invoice.
Supply Date [Text Field] [Optional] - Date on which the goods or services are supplied.
Supply Time [Text Field] [Optional]- Time when the supply is made.
JO/PO/WO Number [Text Field] [Optional] - eference number of the Job Order / Purchase Order / Work Order.
JO/PO/WO Date [Text Field] [Optional] - Date of the related Job / PO / Work Order.
Bank [Dropdown]``[Optional]- Bank details used for receiving payment.
P & F Charges [Text Field] [Optional] - Packing and forwarding charges applied to the invoice.
GST Payable on Reverse Charges [Text Field] [Optional] - GST amount payable under reverse charge mechanism.
IGST / CGST / SGST [Text Field] [Optional] - Applicable GST tax percentages for the invoice.
Remarks [Text Field] [Optional] - Additional comments or notes related to the invoice.
Step 4: Sales Other Invoice Line Items
Users can add multiple line items.
| Column | Description |
|---|---|
| Line Item Number | Serial number of item |
| Description | Item / service description |
| HS Code | Tax classification code |
| Quantity | Item quantity |
| Unit | Unit of measurement |
| Price Per Unit | Rate per unit |
| Total Value | Auto-calculated total |
Step 5: Save Actions
- Save as Draft → Saves invoice for later completion.
- Confirm → Finalizes and submits the invoice.
1.2 Search Sales Other Invoice
Step 1: Navigate
Go to Sales → Sales Other Invoice.
The Search Sales Other Invoice screen opens.
Step 2: Search Fields
| Field Name | Description |
|---|---|
| Customer | Select customer |
| Plant | Select responsible plant |
| Purchase Order Number | Enter PO number |
| Sales Other Invoice Number | Enter specific invoice number |
| Sales Other Invoice Status | Filter by status |
| Sales Other Invoice From Date | Start date range |
| Sales Other Invoice To Date | End date range |
Step 3: Run Search
- Click Search to view results
- Click Clear to reset fields
Step 4: Results Table
| Column | Description |
|---|---|
| S.No | Serial number |
| View/Edit | Open invoice |
| Generate Invoice | Create official invoice |
| Status | Current invoice status |
| Customer | Customer name |
| Plant | Plant name |
| Sales Other Invoice Number | Invoice number |
| PO Number | Related PO number |
| Sales Other Invoice Date | Date of invoice |
1.3 Edit Sales Other Invoice
Step 1: Open Record
From the search results, click View/Edit.
Step 2: Modify Details
Update invoice information and line items.
Step 3: Save Changes
Click Save or Confirm.
- Mandatory fields must be completed before confirmation.
- GST values must be entered correctly.
- Multiple line items can be added.
- Draft invoices can be edited before final submission.
That’s it! You’ve successfully learned how to Add,Search, and Edit Sales Other Invoices in the DMeX application. For further assistance, contact the Sales Support Team.