Document Dispatch

Now users will be able to keep records of Document Despatch for Demand Letter and Reminder Letter.

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

Customer: Select customer (Data comes from Transaction > Booking > Customer Details)

Booking: Booking number gets populated (Data comes from Transaction > Booking > Booking)

Unit: Unit code gets populated (Data comes from Setup > Unit > Unit)

Dispatch Date: Enter Dispatch Date

Letter Type: Select letter type. letter types include Reminder Letter, Demand Letter, Possession Letter, Agreement Letter, Allotment Letter, Welcome Letter, Cancellation Letter, Receipt, Transfer Certificate and Others

Dispatch Mode: Select Dispatch Mode

Consign No: Select Consign No

Courier Name: Select Courier Name

Status: Select despatch status

Proof of Delivery: Check this if applicable

Delivery Date: Delivery Date can be entered

Remarks: Any comments are to be entered here. This is mandatory.

Attachment

Go to Attachment Tab and click on Add New Row

Select any document which is to be attached and upload

Document Attachment option in View mode.

Import

Users will be able to use Excel Import facility against the Document Dispatch entry.