Changes Requested on 22nd by Vetchnologies

Document Date: 22-12-2007

Documented by: Thilak Amaraneni.

Note: the points that are in ‘gray’ color indicate that changes requested are under
consideration.
The color ‘blue’ indicate that the changes are not suggested by the VTechnologies, but
ERPWider team has decided to have to enhance the functionality.
The color ‘green’ indicate that the changes are completed.
The color ‘orange’ indicate that the changes are in progress.

1. The latest price should be taken to calculate the “Profit/Loss” in reports

module.
In the present system, in order to calculate the Profit or Loss supplier price of a
particular product is taken as average price of the prices from different suppliers.
Sales price is taken from every sale.

But Vtechnologies need a change such that sales price and supplier price both are
taken from latest transaction (sale/supplier).

2. Integrate mailing functionality to Make-Indent, Make-Order, and Make-

Quotation.
Mailing functionality is not available when an indent, order, quotation, invoice is
generated.

Now we are integrating mailing system such that the generated indent or invoice
or order or invoice will be sent as attachment of the mail.

3. Payment Alerts.
In home page, Payments those are expected to be made to day have to be
displayed.

4. Acknowledge for the ‘Stock Transfer’.

Once the stock transfer is approved and on receiving the goods, ‘from branch’ (the
branch which has requested for stock transfer) has to acknowledge the ‘to
branch’.

5. Driver details, Vehicle details and shipment address in Invoices and stock
transfer.
New entities mentioned above need to be integrated.

6. ‘Closing balance’ in ‘Customer Ledger’ and ‘Supplier Ledger’.

Report should display the closing balance of the supplier/customer.
7. Supplier/Customer filter in ‘Receivable/Payable report’
In receivables/Payables report new filter has to be inserted that is
Supplier/Customer.

8. In Customer invoice partial cash payment also possible.

During the sale the system will accept only if full payment is done.
But it should accept if the payment amount is partial.

9. Tax should be for product in Order, Indent, and Quotation.

System has tax for the total amount. But it should be for Product.

10. Product features in ‘Quotation’.

‘Product features’ need to be displayed in the ‘Quotation’ only.

11. Payment details in ‘Supplier invoice’ and ‘Customer invoice’.

They need to have payment details while sales/purchase invoice is generated.

12. Profit column in ‘Sales Report’

New column ‘profit’ need to be added which shows the profit for each sale.

13. Change the status names in ‘CRM’.

At present, CRM has four statuses.
• Pending
• In-process
• Completed
• Stopped
The statuses should be:

o Pending
o Assigned
o In-process
o Sent-for-approval
o Approved
o Stopped

And when ever an employee is changing the status to “sent-for-approval, he has to

enter the progress notes. Then admin will monitor it and approve/stop it.