Auto Scheduled transactions in Retail POS Accounts

Auto scheduled transactions transaction screen will list out the auto scheduled transaction ledger with selected transaction type for user to complete the transaction on their respective transaction entry screen.

Business rules

• Transaction schedule will be created by user in transaction schedule master under master module for specific ledger.
• There should be the auto scheduled transaction screen for user to find the scheduled transaction ledgers on the existing date.
• Once the scheduling is completed, on the scheduled date, the scheduled transaction will automatically list out in this screen with transaction type (payment/receipt)
• User will select the specific scheduled transaction and user will double click on the selected transaction and it will lead user to the respective transaction entry screen (payment/receipt entry screen).
• In this transaction entry screen, user will select the payment mode ledger (Ex:Cash in hand) and complete the payment or receipt entry for the selected scheduled ledger.
• Scheduled transaction amount from the scheduled ledger can be edited during the payment or receipt entry by user.
• Once payment or receipt entry for scheduled ledger is completed, then the selected scheduled ledger will disappear from the scheduled transaction entry screen.
• Only the scheduled ledger transaction will be listed in this screen.
• If user wants to edit or delete the entries, they will edit the respective completed entries.
• This will increase the efficiency of user accounting, user will schedule future payment, So customer will not miss any payment.
• If payment or receipt is not completed as per scheduled, After the scheduled date, system will not show the scheduled ledger for to proceed the transaction. User need to do direct payment or receipt entry.