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Regulatory Check: The system allows users to define custom validation rules for invoice processing.  These rules can be set to different severity levels: Error (E): Blocks saving the invoice if a validation rule fails. This is for critical errors that pre...

1. Supporting Document Upload: When the rule is enabled: When this rule in enabled in Settings> General Settings then the user cannot delete Supporting File when the Invoice gets POSTED. The delete option won't be functional. When the rule is disa...

Go to Settings> Preferences > Buyer GSTIN Click on the "+" icon to add Buyer GSTIN. A new window will appear. Enter the GSTIN and click on Submit.  *Please Note: GSTIN can be added for the Same buyer only. It can be added for different states but the bu...

Reconciling Invoices with Sapphire Portal Sapphire is a portal that facilitates reconciliation between invoices, credit notes, debit notes, and the government portal (2A/2B). To ensure successful submission, only posted documents can be sent from DMR to Sapph...

Go to "Reports" Option from the Left Menu 1. Invoice Rejected Report: An invoice rejected report in DMR provides information to help you understand why the seller's invoice was rejected and what steps you can take to rectify the issue. This report shows ...

An Invoice Fail report would provide a broader view of any issues preventing successful invoice processing. This report shows yearly data which can be further be filtered month-wise. Here's what  Invoice Fail report in DMR include:   Fail Reason:  It expl...

Below reports have yearly data which can further be filtered out month-wise to narrow down the data. This data can be downloaded via mail using the "Download Excel" Button.  Invoice Report GSTIN Status GSTIN Filling Filling Pattern   (Above reports are n...

In DMR, When an invoice is already in use by a user the system will not allow another user to open or make changes to that same invoice. Until the user closes the invoice, another user cannot open or review the invoice.

When an Invoice Uploaded in DMR, The invoice can land in Maker Bucket if the details are correct or in the Failed Bucket with the Failure Reason. In both these scenarios, the user will be notified using the Tab Notification that the invoice has landed in that ...

Multiple PO and single GRN - Multiple purchase orders can be fulfilled by a single goods received note for consolidated deliveries This scenario can be handled in DMR in Section 3 of Purchasing Details - Multiple POs can be selected against a single GRN in ...

1. ASN Transaction To generate ASN with TML Portal, go to transaction /N/PAYINV/ASN_GEN, use the select screen and input the values to get the selected documents in the ASN Cockpit Based on the selection criteria the documents will be display in the cock...

E-Invoice Process 1.            E-Invoice Transaction To process IRN Number with IRP Portal, go to transaction /PAYINV/EINVOICE_CP, use the select screen and input the values to get the selected documents in the e-invoice cockpit. Based on the selectio...

Purpose: This Standard Operating Procedure (SOP) outlines the process for initiating and creating implementation projects. This ensures clear communication, efficient resource allocation, and accurate tracking of project execution. Problem Addressed: Previous...

Purpose This Standard Operating Procedure (SOP) outlines the process for approval matrix in Jira for issue types: Business Requirement, Story, and Task. The goal is to ensure consistent and efficient approval workflows, streamline project execution, and maint...