You can
enter the Purchase voucher for the purchases made in the business. In
BUSY you can enter purchase related details by using the Purchase
voucher. To create, modify, or delete a Purchase voucher, the Transactions
menu provides the Purchase option. To use the option, click Transactions
> Purchase.
·On clicking the Purchase option,
three options are displayed. The options are:
If you have created more than one
series for the Purchase voucher and have specified 'Y' in the Enable
POS Billing Details feature in Administration
> Configuration > Vouchers Configuration in any of the series
then on clicking the Add option, a Purchase Voucher window
appears.
In
the Purchase Voucher window, there are two options. The options are:
·Standard
- Select this option if you want to enter a normal Purchase voucher
without POS Billing details.
·POS
- Select this option if you want to enter a Purchase voucher for the POS
Billing details. On selecting this option, a list displaying series in which
POS is enabled appears. Select the required series from the list and click the OK
button.
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If POS is not enabled in any of the series created for Purchase
voucher then on clicking the Add option, Purchase - Add window
appears directly.
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Let
us discuss voucher entry through these two options in detail.
Standard
On selecting the Standard
option, an Add Purchase window appears.
At the top left corner of the Add
Purchase window, there are two buttons:
For information about the function of
the buttons, click the buttons. In the window there are various data
fields and grids. The data fields and grids are:
·Series
·Date
·Vch. No.
·Purc Type
·Type
·Party
·Mat. Centre
·ITC Eligibility
·Purchase Acc.
·Narration
·Item Details
·Bill Sundry Details
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If you select a Series, Purchase Type or Party with which any
voucher template is tagged then Header, Item or Bill Sundry information will
be loaded automatically from the voucher template. For more information on Voucher
Template Tagging, click the topic.
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Series
Select
the series from the list that is displayed in this data field. The list of
series depends on the configuration settings in Administration
> Configuration > Vouchers Configuration.
Date
Specify the date of the purchase transaction. On pressing the Enter
key after specifying the narration, a Stock Updation Date window
appears. This window appears if you have enabled Separate Stock Updation
Date in Dual Vouchers feature in Administration
> Configuration > Features/Options > Inventory tab
> Item
Pricing Mode in Vouchers
option.
Vch.
No.
Depending
on the settings in Administration
> Configuration > Voucher Configuration, you can enter the
voucher number manually, automatically, or not enter the voucher number at all.
As per the settings in Voucher Configuration, specify the voucher
number.
Purc Type
Select
the Purchase Type from the list that is displayed in the data field. Purchase
Type refers to the classification of purchase on the basis of type of purchase
made and the sales tax charged.
Type
This
data field appears if you have enabled the Enable Sale/Purchase Challan
option in the Administration
> Configuration > Features/Options > Inventory tab . In
this data field there are two options. The options are:
·Direct - Select this option if you
want to enter a Purchase voucher without Challan.
·Against Challan - Select this option
if you want to enter Purchase voucher against a Challan. On selecting
this option, all the inventory related features such as Batch, Serial number
and so on will not appear in the Purchase voucher. All such details will
be picked from the Challan reference against which the purchase is to be
adjusted. If you select this option then there is no relevance of Stock
Updation date as stock is updated according to the Challan date.
Party
Select the party/account to be affected in the Purchase
voucher. You can select the party/account from the list that is displayed in
the data field. In the list the accounts that fall under the groups, Sundry
Debtors, Sundry Creditors, Cash-in-Hand and Bank Accounts are displayed. On
pressing the Enter key after specifying the party/account, a Currency
Details window appears. This window appears if you have enabled the feature
of Multi Currency in the Administration
> Configuration > Features/Options > Accounts tab and have
enabled the Multi
Currency
in the Account
master
for the account selected in Party data field.
Currency - Symbols of all the
currencies created using Currency
master and the currency specified at the time of creating a company appears in
this data field. Select the required currency symbol of the currency that you
want to use as alternate currency.
·Con. Rate - This data field gets
activated only if you have selected a currency other than the base currency in
the Currency data field. Enter the conversion rate between the Alternate
and the Base currency. By default the standard rate as specified in the Currency
Conversion master for the date on which you are entering the voucher
will appear here. You can change this as per your requirement.
·Click the Ok button.
On clicking the Ok button, a Billing/Shipping
Details window appears. This window appears if you have enabled Separate
Billing/Shipping Details feature in Administration
> Configuration > Voucher Configuration for the voucher.
In
the Billing Details window, you can enter the billing address, State, GSTIN
No. and other details of the party. If you have enabled the Excise reporting
also then you can enter the excise details of the billing address also.
·Second
language - This button appears only when you
have enabled 'Second language Support' feature under Administration
> Configuration > Features/Options > General tab. On
clicking this button, a Second language details window will appear displaying
the party details in Second language as specified in Party Master. You
can change the details, if required.
·Click
the Ok button.
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If tax type is selected as GST for Country India then State and
GSTIN fields will be available in the window. Value entered in State
filed will be reflected in GST Summary.
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On clicking the Ok button, a Price
Category for Party window appears. This window appears if you have enabled Party-wise
Price Category in Vouchers data field for Multiple Price List for Items
feature in Administration
> Configuration > Features/Options > Inventory tab.
Enter
the appropriate price category in the Price Category (A-Z) data field.
By default, the price
category specified in the Account
master for the party/account is displayed in this data field.
·Press
the Enter key.
On
pressing the Enter key, a Notes window appears displaying notes
as entered with Party master. This window appears if you have enabled the
option of Show Notes in Data Entry in the Maintain Images/Notes with
Masters/Vouchers feature under Administration
> Configuration > Features > Options > Accounts
tab.
On pressing the Enter key, a Party
Dashboard window appears. This window appears if you have enebled the option of
Show Party Dashboard during Voucher Entry in Administration > Configuration
> Accounts tab and for Sundry Creditors and Sundry Debtors only. The window
displays party's transactions and other details that you have configured using
the Administration
> Configuration > Party Dash Board Configuration optionMat. Centre
This
data field appears if you have enabled the feature of Enable Multi-Godown
in Administration
> Configuration > Features/Options > Inventory
tab. Select the Material Centre where goods are received after purchase.
You can select the Material Centre from the list that is displayed in the data
field.
Purchase
Acc.
This
data field appears if you have selected the Specify in Voucher option in
the selected Purchase Type master. Select the account in which the
purchase entry will be posted.
ITC
Eligibility
This
data field appears when Tax type is selected as GST and country India. Select
from the list the type of ITC Eligibility if the Purchase Voucher you are
entering is eligible for ITC. Following four options appear in the list:
·Input Goods – Select this option if the Input tax Credit
you are claiming is for input goods.
·Input Services – Select this option, if the Input Tax
Credit you are claiming is for input services i.e. you have taken / made
expense on services.
·Capital Goods – Select this option, if the Input Tax
Credit you are claiming is for Capital goods.
·None – Select this option if Input Tax credit is not
allowed.
Specify
the narration for the purchase transaction. You can specify a narration with
maximum of 94 characters. On pressing the Enter key after specifying the
narration, a Notes window appears. This window appears if you have
enabled the Maintain Notes with Inventory Voucher option in Administration
> Configuration > Features / Options > Inventory tab. Enter
notes for the voucher in this data field and click the Ok button.
On clicking the Ok button, an Optional Fields window
appears. This window appears if you have enabled Optional Fields in Administration
> Configuration > Vouchers Configuration.
Item
Details
In
the Item Details grid, the data fields are:
·Item
·Qty.
·Unit
·Price (Rs.)
·Amount (Rs.)
Item
Select
the item for purchase from the list that is displayed in the data field. On
pressing the Enter key after selecting the item, a Purchase
Transactions window appears. This window appears if you have enabled the
features of Show Last Transactions during Purchase in Administration
> Configuration > Features / Options > Inventory tab. The
window displays the equivalent number of previous purchase transactions as
specified in the Features / Options > Inventory tab. For example, if
you have specified value as 5 in the Show Last Transactions during Purchase
data field in Features / Options > Inventory tab then summary of last
five purchase transactions will be displayed in the window.
In the Purchase Transactions
window, a grid and various buttons appear. The grid and buttons are:
·Voucher Details
·Show Current Party
·Show Sales Transactions
Voucher
Details
This
grid displays details about the previous purchase transactions. The
transactions displayed in the grid are equivalent to the number specified in
the Show Last Transactions during Purchase data field in the Features
/ Options > Inventory tab. Various columns displaying voucher details in
the grid are:
·VchDate - This column displays the
voucher date.
·Vch No. - This column displays the
voucher number.
·Party - This column displays the name
of party as used in the voucher.
·Quantity - This column displays the
item quantity as specified in the voucher.
·Unit - This column displays the unit
of the item.
·List Price - This column displays the
list price of the item. List price here refers to the price of the item before
adding / subtracting any discount or Bill Sundry amount.
·Discount Basis - This column displays
the rate / amount of discount given on the item.
·Nett Price - This column displays nett
price i.e. List Price minus discount amount.
·Effective Price - This column displays
the effective price i.e. nett price plus / minus amount of Bill Sundry charged.
Show
Current Party
Click
this button to view only those previous purchase transactions that are carried
out with party selected in the voucher.
Show
Sales Transactions
Click
this button to view previous sales transactions.
After the Purchase Transaction window, a Material Centre for
the Item window appears. This window appears if you have enabled the Material
Centre at Item Level option that appears while configuring Enable
Multi-Godown Inventory feature in Administration
> Configuration > Features / Options > Inventory tab and have
not specified 'Y' in the Freeze MC for Item data field in Item master.
In this window, list of all the Material Centre appears. By default, the
Material Centre as specified with the item in the Item master appears as
selected. You can select Material Centre from the list, where the item has been
received.
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