Scenario
The user needs to create an XML file from completed invoice transactions for external processing or system integration.
Action
The user searches invoices by date, export format, invoice type, sale type, and customer. The user selects one or more invoices, chooses either XML Single or XML Combined, and generates the file.
Outcome
The system generates the XML file(s) and displays the file save location.
Scenario
The user must upload the required form before generating invoice XML files.
Action
The user opens the Master Form Wizard, uploads the BizSoft Form – Invoice XML file from the IcSoft Setup folder, and completes the upload.
Outcome
The system accepts the form upload and displays a confirmation message.
Scenario
The system requires backend script support before XML files can be generated.
Action
The user pastes the Alter SP script into SQL and copies the files Shipping.pdb and Shipping. into the IcSoft Setup folder.
Outcome
The ERP system is updated with the required script and configuration files, enabling XML generation.
Scenario
The user needs to upload generated invoice XML files into Tally Prime for accounting and compliance purposes.
Action
The user navigates to Tally Prime → Import → Transactions, selects the generated XML file, and confirms the upload.
Outcome
The invoice is successfully imported into Tally Prime. The data matches ERP records if masters like ledgers and items are consistent.
Scenario
The user needs to verify invoice details in Tally after XML import.
Action
The user goes to Tally → Gateway of Tally → Account Books → Display More Reports → Sales Register and reviews the invoice.
Outcome
The imported invoice is visible in the Sales Register, confirming successful integration between ERP and Tally.