Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
I am trying to generate an invoice for an SEZ unit but am unsure which party type to select. What should I choose?
To generate an invoice for an SEZ unit, you unsure which party type to select. For this, you need to do the setting for sales type in that you have to select SEZ sales type, which defaults in BUSY; if not, you have to create SEZ unit sales type for this you need to follow below step:
Go to the Administration menu.
Select Masters and then Sale Type.
Click on Add to create a new sales type.
Give a name to the sales type.
Choose the region as Central.
Select the SEZ unit as the sales type.
In this case, there's no need to change the party type. You can use your regular party, for whom you create invoices.
What could be the reason if a specific item is not visible in the drop-down list while making a bill?
There could be a several reasons if specific item is not available in the drop-down list:
Step 1: If you have deactivated the item master then it will not visible in the dropdown
Step 2: If you have deleted that item master in that case it will not visible in the dropdown menu
Step 3: If you are using filter value for item dropdown feature for that specific voucher series in that case you will not able to view those item that are not being part of filter
Step 4: If you are using party wise item filter in that also you will not able to see those items that are not tagged in filter
How can invoices be generated in BUSY, and where can we check the consolidated summary for the same?
To generate invoices in BUSY, follow these steps:
Step 1: Go to transaction section then select the required voucher type.
Step 2: After select the voucher type, click on Add tab and create the invoice with required details like voucher number, date, party account, item etc.
Step 3: Afterward, save the voucher. You can print it too.
To check the consolidate sale data in BUSY, follow these steps:
Step 1: Go to Display section then click Account books .
Step 2: Now, Choose the Account registers standard menu then select sales register report.
Step 3: Next, Click on All sales type and all party
Step 4: Mention the date range , Press on OK tab and view the report.
Can i update vehicle number for my vouchers in bulk?
Yes you can update vehicle number for your vouchers in bulk by following these steps:
Step 1: Go to administration menu then click on miscellaneous data entry option
Step 2: Click on update transport details option and select pick transactions for it as central,local or both as required
Step 3: Select pick transactions for as one party,group of parties or all as required
Step 4: Open the report as date wise or voucher number wise as required
Step 5: Specify the voucher type,series and date range and select other appropriate options as required and click on ok button
Step 6: You can update your vehicle number in bulk from its respective field
Step 7: After that save the changes
Why can't I edit previously saved invoices in BUSY?
If you are not able to edit the previously saved voucher then there could be various reasons.
Step 1: If you are sub user then make sure you have rights to modify the voucher.
Step 2: If you are modifying the challan voucher which is already adjusted in the sale and purchase then not able to modify it .
Step 3: If the voucher is audited by the super user then cannot modify it.
Step 4: If the voucher is approved by the super user or the user who have approval rights then cannot modify it.
Step 5: If you are entering the voucher for the branch which you have no rights.
What is the process of generating and saving EOB bills/e-way bills in BUSY after filling all details?
To generate and save EOB bills/e-way bills in BUSY after filling all details, you need to follow these steps:
Step 1. Open the BUSY.
Step 2. Click on transactions
Step 3. Select the option to generate EOB bills/e-way bills.
Step 4. Fill in all the required details such as transporter ID, vehicle number, PIN code, etc.
Step 5. Verify that the item details like HSN codes and tax rates are filled correctly in the masters.
Step 6. Once all the details are filled, click on the 'Generate' or 'Save' button to generate and save the EOB bills/e-way bills in BUSY.
Step 7. Make sure to review the generated bills for any errors or discrepancies before finalizing them.
Why doesn't the place of supply pick up from shipping details when generating an invoice in BUSY?
If you are unable to pick place of supply from shipping detail in invoice then
Step 1: Go to transaction Menu
Step 2: Click on voucher option
Step 3: Then click on list option and oprn voucher in modify mode
Step 4: Then while saving voucher billing shipping window will appear
Step 5: Then In Gst report basis option and select as per party master and mention correct details of supply on address and state code then save the voucher
Note : If your billing party is different then select in Gst report basis option as billing shipping details and mentioned the required details
Is there any way to pre defined sale type as per the customer while creating an invoice?
Yes, you can pre defined the sale type as per the customer while creating an invoice in BUSY, you need to follow these steps :
Step 1: Go to administration menu then click on masters sub menu.
Step 2: Click on accounts and then go to modify and select account master
Step 3: In right side there is an option Specify default sale type enable it as Y and define the default sale type master and then click on save button.
Step 4: Go to transactions select voucher as sale click on add button, when you will select Customer or party master, it will automically pick the default sale type defined in party master.
How can i enter the transport details in sale invoice in BUSY?
To enable transport details feature in sale invoice, follow below steps:
Step 1: Go to Administration menu and then click on configuration submenu
Step 2: Then click on voucher series configuration option and select sale invoice and series and then click on voucher configuration tab
Step 3: After that enable input transport details as Y and save the changes by click on save option
Step 4: Then go to Administration menu and then click on configuration submenu
Step 5: After that select features and options and then GST and VAT tab Now enable option of transport details in local sale and purchase as Y and choose save to save changes and check by entering sale invoice.
Is it possible to adjust or modify the points in the bill?
To modify or adjust bill details in the voucher entry, follow these steps:
Step 1:Log into BUSY and go to the Transaction menu. Select Sales or Purchase from the submenu.
Step 2:Click on the Modify option.
Step 3:In the populated window, fill in the voucher number details and voucher date.
Step 4:The respective voucher will then be open on the screen.
Step 5:Select the fields of the voucher entry that you want to change or modify, such as voucher date, item entry, voucher reference number, etc.
Step 6:After modification, save the voucher. Use the F2 shortcut or click the save button below.
These steps should help you adjust or modify the details in the bill during voucher entry.