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Transaction Line Progress and Conversion

Transaction Line Progress and Conversion

Item Type

There are 2 ways AutoMi manage Sales or Purchase Transaction Line Progress depending on the line Item Type:

1. Track by Quantity

For transaction lines with Item Type of Product, all transaction progress will be tracked by Quantity. Whether you enabled Track Quantity or not, the progress of Product Type Item will still be calculated.

Transaction line progress and conversion

 2. Track by Amount

Transaction line progress and conversion

All transaction line progress with Item Type of Service, all transaction progress will be tracked by Line Amount After Discount.

Progress Tracking and Conversion

For example, user created a Sales Quotation with these 2 lines, line 1 is a Service Type and line 2 is a Product Type:

  • Notice Service line Quantity can only be set to 1

Transaction line progress and conversion

Then the user convert it to Sales Order (or Invoice or Delivery) by clicking the Convert to Sales Order button. User open and edit the newly created Sales Order as follow lines:

  • Notice discount is added to the second line it in the Sales Order

Transaction line progress and conversion

Open the original Sales Quotation, the Progress for the Serivce line is now at 80% while the Product line is 40%. Notice the system will color coded the progress (light yellow and light blue) with different progress level.

  • The first Service line is tracking by Line Amount After Discount so it is 80% finished
  • The second Product line is tracking by Quantity, so it is 40% finished (disregard of the discount amount)

Transaction line progress and conversion

As the system is tracking progress, next time the user open the original Sales Quotation and click Convert to Sales Order, the unfinished balance will be copied to the newly created Sales Order

Transaction line progress and conversion

And the original Sales Quotation lines will all be color coded as green with 100% Progress

Transaction line progress and conversion

Close the Transaction

When all lines of the transaction reached 100% Progress, the Is Finished checkbox will be checked automatically.

Transaction line progress and conversion

If user want to manually close the transaction, so the lines in it will not be available for conversion anymore, user can check the Closed checkbox and Save. All lines in that transaction will not be shown for conversion in future.