Workflow - Linked Transactions

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Wings maintains a live link between all sequential transactions and keeps them tightly attached. Data relating to a prior transaction is carried forward and offered in a subsequent transaction for instant use.

Linked Transactions helps in increasing efficiency in data entry and reduces errors.

Sequential Transactions are those which happen one after another. For example, the purchases flow generally consists of Indents, Requisitions, Orders, Material Receipts, Invoices and Payments.

Similarly, sequential transactions exist in all functions covered by the software. Thus, offering you a flow-based and correct method of data entry.

Data Carried Forward

When you choose to use Linked Transactions, Wings carries forward relevant 'pending' data from a transaction to a subsequent transaction. For example, all pending orders for a customer are carried forward and displayed in the Deliveries transaction screen for the said customer. When you select one or more of the pending orders, the relevant data is filled up in the Deliveries screen instantly. This allows for instant offsetting.

In other words, you may set-off balances in the succeeding transactions such as, stock to be delivered, collections to be received, payments to be made, etc. fully or partially. Wings automatically stores and displays the balance information whenever you want to make the set-off in future.

You may select only those transactions from the pending list offered which you wish to set-off at the time of data entry.

Data Locked

Wings automatically locks the preceding data once used in any succeeding transactions. Thus, once a transaction is set-off against a subsequent transaction, the prior transaction cannot be edited. This is essential to maintain integrity of the data.

For instance, a sales order cannot be removed if set off in deliveries.

View Transaction Links

Wings offers Voucher Links to help you view all succeeding and preceding links for data entered in each transaction. This helps you get details of linked transactions which have been used by you for set-off.

Filter Pendings

Pending information in transactions is displayed based on several parameters such as, branch, currency, location, segments, date, party, etc. You may also set the parameters of your choice.

This helps you to see only those pendings info which is relevant for you.

Optional

Linked Transactions is an optional feature. You may not want to use carried forward data. To give you a choice, Wings offers two kinds of transactions - one which are linked to prior transactions and one which are not. Thus, you will find 'Sales Invoice Against Deliveries' and 'Sales Invoice', in the menu. If you choose 'Sales Invoice', Wings will not offer you data relating to pending deliveries and you may just enter and create an invoice.

You may not want to use Linked Transactions, for example, if you wish to have the flexibility of editing prior transactions.

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