Allotment

Allotment interface can be used to record Allotment Date.

 

 

Main Info

 

Business Unit: Select business unit

 

Financial Year: It gets populated, however user can select another as per requirement

 

Document Type: It gets populated, however user can select another as per requirement

 

Document Date: It shows as on date by default. User can set another date.

 

Document No: It is generated after the entry saved

 

Booking No: Select booking number (Data comes from Transaction > Booking > Booking)

 

Booked Unit No: It gets populated

 

Customer Name: It gets populated

 

Allotment Date: Enter allotment date

 

Submit and save the entry.

 

Saved entry can be searched to view.

 

 

Email facility against Unit Allotment entry

 

Go to Administration> Communicator >  Email Template and create an email template against the Entry Type-Unit Allotment

 

 

 

Find any Allotment entry and click on 'Print'

 

 

Click on Send Email

 

 

Select the Email Template and click on Send

 

 

Now check the email inbox where that user can see the email received against the Unit Allotment entry.


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