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
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