Form tracking process

To create and maintain form codes for the registration number (own) assigned to the company by the government.

Forms

The Form Tracking functionality is used to record the status of the applicable statutory forms.

The statutory forms, such as Form C for Central Sales Tax - sales transactions and Central Sales Tax - purchases transactions allows the sale or purchase of goods or services at a tax rate that is less than the statutory rate defined by the authorities.

The forms can be linked to these transactions:

  • Purchase Order Lines
  • Sales Order Lines
  • Warehouse Receipts
  • Purchase Receipts
  • Shipments
  • Open Entries - Receivables
  • Open Entries - Payables
Form Master

Use the Form Master (tccom9147m00l) session to create and maintain the forms.

You can create and maintain the list of required forms that can be issued or received for sales and purchase transactions. For Example, C Form, ST 38, Form 16 etc.,

Form Code Master

Use the Form Code Master (tccom9148m00l) session to link various forms to the registration number for a specific form code.

  • In the Form Master (tccom9147m00l) session, on the Actions menu; click Form Code Master....
  • The Form Code Master (tccom9148m00l) session opens. Use this session to maintain forms for the specific registration number defined for a financial company.
  • In the Form Code Master (tccom9148m00l) session, you can create form numbers individually using New icon.
  • When the forms are received from business partners without a series number, you can assign individual form numbers to the registration number. Example, forms that must be collected in sales.
  • You can also add a range of form numbers using the Add New Range For Form No. (tccom9248m00l) session.
  • When the forms are received from government with serial number, you can add a range of form numbers. These forms can also be issued to the business partners. Example, forms that must be issued in purchases.
  • To add the range of form numbers, use the Add New Range For Form No. (tccom9248m00l) session using the Add Range option in the Actions menu of the Form Code Master (tccom9148m00l) session.
  • You can also maintain the dates for the Form Status is Received and Issued can be maintained in the Form Code Master (tccom9148m00l) session.

You can issue the forms to the business partners individually or for a specific range by specifying the Issue Date in the Issue Form Number (tccom9248m01l) session. This session can be accessed using the Issue Form No. option from the Actions menu in the Form Code Master (tccom9148m00l) session.

Form Tracking - Normal Purchase Order
  1. Create a normal purchase order using Purchase Order (tdpur4100m900) session.
  2. Specify the required data and approve the purchase order.
  3. In the lines pane, select the purchase order line. On the References menu, click Form Tracking Lines. The Form Tracking Lines (tccom9149m00l) session opens.
  4. In the Form Tracking Lines (tccom9149m00l) session, you can assign the each form code with a registration number to a specific purchase order line.
  5. The status of the form changes to Allocated with the date of allocation.
  6. Process the normal purchase order. Receive the receipt in the warehouse.
  7. In Warehouse Receipt (whinh3512m000) session, on the References menu, click Form Tracking Lines. The Form Tracking Lines (tccom9149m00l) session opens.
  8. In the Form Tracking Lines (tccom9149m00l) session, you can view/add/delete the form details for the receipt linked to purchase order line.
  9. Process the normal purchase order, For more information, refer to Purchase order procedure.
  10. Execute the normal warehouse receipt process and generate invoice for the purchase order using the Transactions (tfgld1101m000) session. For more information, refer to Processing purchase invoices.
  11. In the Open Entry (tfacp2100s000) session, on the References menu click Form Tracking Lines.... The Form Tracking Lines (tccom9149m00l) session opens.
  12. In the Form Tracking Lines (tccom9149m00l) session; you can add new forms or delete existing forms defined for the purchase invoice created for the purchase order.
Form Tracking - Normal Sales Order
  1. Create the normal sales order using the Sales Order (tdsls4100m900) session.
  2. Specify the required data and approve the sales order.
  3. In the lines pane, select the sales order line. On the References menu, click Form Tracking Lines. The Form Tracking Lines (tccom9149m00l) session opens.
  4. In the Form Tracking Lines (tccom9149m00l) session, you can assign the each form code with a registration number to a specific sales order line.
  5. The status of the form changes to Allocated with the date of allocation.
  6. Process the normal sales order. Receive the shipment in the warehouse.
  7. In Shipment Lines (whinh4131m000) session, on the References menu click Form Tracking Lines. The Form Tracking Lines (tccom9149m00l) session opens.
  8. In the Form Tracking Lines (tccom9149m00l) session, you can view/add/delete the form details for the shipment linked to sales order line.
  9. Process the normal sales order, For more information, refer to Sales order procedure.
  10. Execute the warehouse process for the shipment and generate the sales invoice for the sales order using the Billing Requests (cisli2100m000) session. For more information, refer to Invoicing and Invoicing procedure.
  11. In the Open Entry Details (tfacr2525s000) session, on the References menu, click Form Tracking Lines. The Form Tracking Lines (tccom9149m00l) session opens with the form details specified for the sales order line.
  12. In the Form Tracking Lines (tccom9149m00l) session; you can add new forms or delete existing forms defined for the invoice created for the sales order.