Receive Indent

In PrismERP, users can create a Receive Indent to record and manage goods or items received from suppliers. The system allows entering supplier details, product information, shipment instructions, and financial data for accurate tracking. Users can search and filter indents from the Indent List and update their status as they progress. Each indent can be edited while pending, and clicking the Indent Number opens a detailed view with all related information. Users can also add an Insurance Cover Note to ensure proper documentation and coverage for received items.

Add Receive Indent

Field	Action
Indent Number	Enter or review the automatically generated indent number.
Indent Date	Enter the date when the indent is created.
Sales Contact No	Enter the contact number of the sales representative or contact person.
Supplier	Select the supplier from whom the indent is received.
Address	Enter the supplier’s address.
Indentor	Enter the name of the person or department requesting the indent.
Commission Rate	Enter the commission rate if applicable.
Per Unit Applicant Bank	Enter the applicant bank for LC processing per unit.
Advising Bank	Enter the advising bank for the LC.
Exp. LC Open Date	Enter the expected date for the LC to be opened.
Currency	Select the currency used for the indent.
Payment Terms	Select the payment terms agreed with the supplier.
Partial Shipment Allowed	Select whether partial shipment is allowed.
Shipment/Container	Enter shipment or container details.
Port of Shipment	Enter the port from which the goods will be shipped.
Destination Port	Enter the port of destination for the shipment.
Branch	Select the branch that initiated the indent.
Order Style	Enter the style or category of the order.
Order No.	Enter the order number associated with the indent.
Style No.	Enter the style number if applicable.
Item	Select or enter the item being requested.
Product	Select the product associated with the indent.
H.S. Code	Enter the H.S. code for customs or classification purposes.
Description	Enter the description of the product.
Booking Unit Cost	Enter the cost per unit for booking purposes.
LC Unit Cost	Enter the unit cost under LC.
Quantity	Enter the requested quantity.
Unit	Select the unit of measurement for the product.
Booking Total	Displays the total booking cost for the quantity.
LC Total	Displays the total LC cost for the quantity.
Difference	Displays the difference between booking and LC totals.
Instruction	Enter any special instructions related to the indent.
Terms & Condition	Enter the terms and conditions applicable to the indent.
Additional Clause	Enter any additional clause required for the indent.
Description	Enter additional notes or explanations related to the indent.

After completing the Receive Indent, users can view it from the Indent List page. The list allows users to search and filter indents using multiple criteria to quickly locate a specific record.

Users can change the status of an indent as it progresses through the process. The available statuses include Pending, Completed, Rejected, and Closed. An indent can be edited while it remains in the Pending state.

Clicking the Indent Number from the list will open its Details View, where users can access all information related to the indent, including indent details, item information, terms and conditions, attachments, and related documents.

Add Insurance Cover Note

Users can create an Insurance Cover Note to record and track insurance details for payments or transactions. The cover note allows entering party information, amounts, budget allocation, and account details for proper financial management.

Field	Action
Date	Enter the date when the insurance cover note is created.
Amount	Enter the total amount covered by the insurance note in the selected currency.
Payment Method	Select the payment method used for the transaction (e.g., Cash, Bank Transfer).
Branch	Select the branch where the cover note is issued.
Party	Enter the name of the party or entity covered by the insurance.
Address	Enter the address of the party.
Description	Enter any additional information or remarks related to the cover note.
Budget Item	Select the specific budget item linked to this cover note.
Debit Account	Select the debit account for posting the insurance cover note (e.g., 103-Goods Receivable).
Credit Account	Select the credit account for posting the insurance cover note (e.g., 101-Petty Cash1).