Intermediate - How to Bill & Post to Sales from Transfer Note
1.0 Purpose
A bill is required from transfer note when an inventory transfer involves financial transactions, cost allocation, or compliance with tax and accounting regulations. It is used when stock is moved between outlets that operate as separate business units or ownership.
2.0 Set outlet Ownership
To create a Bill from Transfer Note, both outlets involved must be from different ownership.
You can check this in Company Info module. Assign and save accordingly.
3.0 Create client and Link With Outlet
To create a bill, a client must be created and linked to the outlet.
4.0 Post to Sales from Transfer Note
4.1 Billable Indicator
Transfer type (Inter Company) = Billable
Transfer type (Inter Outlets) = Non-Billable
Proceed to process Transfer Note as usual. For Billable transfer note the Transfer Type will be ‘Inter Company’ due to different ownership. And the Bill status will show ‘UnBilled’, both indicate that this TN is able to post to Sales after save/confirm.
4.2 Post TN to Sales
Transfer Note must be in CONFIRMED status before you can post to Sales.
A sales invoice will be created on new tab. Save the Invoice and reload TN. The TN Bill Status now will be updated from ‘Unbilled’ to ‘Billed’.
You have now successfully created a Bill from Transfer No
Related Articles
Intermediate - How to Configure a Calculated Field in Printing Format
Calculated Field Usage Calculated Fields are a custom field in the printing format editor that allows users to be able to customize fields to have certain values for example if user wants to be able to have a Subtotal of a sale to show with the ...Intermediate - How to Configure and Use Approval Settings in Purchase Orders (PO)
1.0 What is approval setting In general, "approval setting" refers to the configuration or process by which a request, action, or change must be reviewed and approved before it proceeds. The term is often used in business, software applications, and ...Basic - How to setup Outlet for Stock Request
1.0 How to setup outlet for stock request (Stock Request Form) Setting in System configuration Go to System configuration > Item > All Outlets > Transfer Request > Warehouse Selection > Configure Once click on Configure button, you may view Outlet ...Basic - E-Invoice Dashboard
E-Invoice Dashboard You can view the E-Invoice Dashboard by login to the Xilnex portal using this link – E-Invoice Dashboard Or E-invoice Dashboard can be found under the [Integration] tab in Xilnex portal Then click on Malaysia LHDN E-invoicing > ...Basic - How to do stock take using stock take by segment
1.0 What is Stock Take Stock take is the process of inventory checking for physical verification of the quantity and conditions of the items that are stored in the outlet or warehouse. This may be done to provide an audit of the existing stock and ...
Recent Articles
Production Release (2025-01-05)
This release enhances e-Invoice compliance by enforcing Individual e-Invoice submission for high-value sales and selected classification codes. Release Date: 26 December 2025 Classic Release Classic Release Classic Version: 2.16.77200.251217.3 and ...Enforcing Individual E-Invoice for Classification Code
Under LHDN E-Invoice requirements, certain activities and transactions must be issued as Individual E-Invoices for each transaction, where consolidated E-Invoice submission is not permitted. For these activities, taxpayers are required to obtain full ...CX Builder Use Case 1: Setup Signup Get Voucher/Points/Credit
Use for loyalty app or lite applications, vouchers/points/credits will be auto generated to user after they successfully signup as members. Go to portal https://portal.xilnex.com/ Go to Customer Engagement>Customer Engagement Platform>Customer ...Enforcing Individual E-Invoice Submission for Sales Above RM10,000
Effective 1 January 2026, all single sales transactions with a total value exceeding RM10,000 must be submitted as an Individual e-Invoice. This enforcement is implemented to ensure compliance with LHDN e-Invoice regulatory requirements. Compliance ...What is CX Builder?
What is CX Builder? CX Builder (Customer Experience Builder) is a powerful self-service tool inside the Xilnex Portal. It empowers businesses to design, build, and automate customer journeys based on real customer actions and data, all without ...
Popular Articles
Basic - How to create a voucher-coupon
Voucher and coupon definition Voucher can be generated in bulk and can be used once Coupon can only be created one at a time (reusable code) and can be use multiple times Pre-voucher / coupon setup There are 2 things need to be prepared before we can ...Understanding DuitNow QR Payment in ClassicPOS
Introduction This document introduces the DuitNow QR payment feature available in the Xilnex Retail POS, enabling merchants to accept payments conveniently through Malaysia's national QR payment standard. The integration of DuitNowQR simplifies the ...Basic - How to change custom cost to another branch that don’t have custom cost
Change custom cost to another branch that don’t have custom cost 1. Get the item list from the location with custom cost (Item Code, Name, Custom Cost) 2. Make sure the Show Location Price are selected 3. Export the item list in Excel 4. The file ...Intermediate - How to Bill & Post to Sales from Transfer Note
1.0 Purpose A bill is required from transfer note when an inventory transfer involves financial transactions, cost allocation, or compliance with tax and accounting regulations. It is used when stock is moved between outlets that operate as separate ...Basic - How to enable E-Receipt Portal and QR Code Setup on Printing format in Xilnex
Enable E-Receipt Portal Enable the E-receipt functionality Once Enabled, you will be getting the E-Receipt portal link Continue under Theme & Styling, enabled for the E-Invoice (LHDN) You can customize the look and feel of the E-Receipt portal ...