Scenario
The user wants to see all items that are packed and ready for invoicing.
Action
The user opens the pending packing lists screen.
Outcome
The system displays customer name, packing-list number, packed date, basic amount, sales order number and date, shipped status, and ship date.
Scenario
The user wants to review packing lists that have already been invoiced.
Action
The user navigates to the invoiced packing lists screen.
Outcome
The system shows transaction number, customer name, packing-list number, packed date, invoice number and VAT number, invoice date, basic amount, credit period, and sales order number.
Scenario
The user wants to see technical and financial details of an invoice.
Action
The user opens the Invoice Details screen.
Outcome
The system displays invoice number, type, VAT number, transaction number, customer, Bill-To and Ship-To, profit centre, invoice and packing-list dates, transaction date, sales order number, packing-list number, credit period, currency, exchange rate, and additional fields.
Scenario
The user must specify shipment status, attach documents, and record invoice preparation details.
Action
The user selects shipment status, uploads attachments, picks a bank account, enters preparation time, rounds invoice total if required, edits transaction date, selects sales representative, and adds additional fields.
Outcome
The system saves shipment status and preparation details as part of the invoice record.
Scenario
The user needs detailed line-item information for invoicing.
Action
The user expands the Product Details section of the invoice.
Outcome
The system displays item, alloy, dispatch quantity, unit price, discount, packing charges, sales order number, MRP, serial numbers, weight, customer part number, tax details, HSN code, subtotal, tax amount, grand total, and account details.
Scenario
The user completes invoice entry and needs to save the record.
Action
The user clicks Save and confirms the prompts.
Outcome
The system saves the invoice and shows confirmation messages in sequence.
Scenario
The user wants to view, print, or export the invoice.
Action
The user clicks Preview to open the ITSPL Report Viewer.
Outcome
The user can preview, print, export to Excel or HTML, or email the invoice.
Scenario
The user wants to email the invoice with attachments.
Action
The user enters subject, attaches files, selects recipient type, adds email IDs, writes the message, and clicks Send.
Outcome
The invoice and attachments are sent to the selected recipients.
Scenario
The user wants to update the mail server for email delivery.
Action
The user opens Settings, enters the new mail server name and port, and clicks Change.
Outcome
The system updates mail server details and applies the changes.
Scenario
The user wants to delete an invoice that is not completed.
Action
The user clicks Delete for the selected entry.
Outcome
The system deletes the invoice, and the stock is restored as of the deletion date.