Generate Sale Invoice / Delivery Challan from Sale Order
To convert an open Sale Order directly into a Sale Invoice or Delivery Challan from the Sale Order screen
So that I can generate the final dispatch document, view its print preview, and ensure the transaction is accurately recorded in the system and reports.
1. Conversion Options Visibility
- Given the user is viewing an open, approved Sale Order on the screen.
- When the user navigates to the bottom of the Sale Order form.
- Then the system must display clear action buttons/options to either "Convert to Invoice" or "Convert to Challan".
2. Generation of Sale Invoice & Print Preview
- Given the user chooses the "Convert to Invoice" option.
- When the user clicks the action button.
- Then the system must automatically generate the Sale Invoice document.
- And the system must immediately trigger and display a Print Preview of the generated Sale Invoice.
- And the system must automatically deduct the finalized item quantities from the central inventory in real-time.
3. Generation of Delivery Challan & Print Preview
- Given the user chooses the "Convert to Challan" option.
- When the user clicks the action button.
- Then the system must automatically generate the non-tax Delivery Challan document.
- And the system must immediately trigger and display a Print Preview of the generated Challan.
- And the system must automatically deduct the finalized item quantities from the central inventory in real-time.
4. Transaction Logging in Transaction List Module
- Given a Sale Invoice or Delivery Challan has been successfully generated.
- When the user navigates to the "Transaction List" module.
- Then the newly generated document (Invoice or Challan) must be recorded and visible in the transaction list for viewing and tracking.
5. Standard & Bespoke Reporting
- Given a Sale Invoice is generated.
- When the user accesses the reporting dashboard.
- Then the transaction must automatically reflect in the standard Sale Invoice Report.
- And no default standard report should be generated for the Delivery Challan, as Challan reporting is treated as a bespoke feature configured only upon specific client request.