E WaybillDemoScriptAX2012
E WaybillDemoScriptAX2012
E-Way bill
This document will help you learn how to
extend tax configurations to meet the E-Way
bill requirement.
Demo script
Prabhat Bhargava
June 2018
Send feedback.
www.microsoft.com/dynamics/ax
Contents
Business process flow for the E-Way bill 3
Task 1.2: Select the E-Way bill types that are applicable to the transaction 6
Task 2: Enter the E-Way bill details that are available for the transaction 8
Task 2.1: Update or edit E-Way bill information in the Posting invoice form 12
Task 2.2: View E-Way bill information for the posted voucher 16
Task 3.2: View posted transactions together with updated E-Way bill information 21
E-Way bill 2
E-Way bill
The E-Way bill is a new compliance mechanism that has been introduced for the movement of goods. Under this
mechanism, before the movement of goods is started, the person who is causing it uses a digital interface to upload
the relevant information. That person then generates the E-Way bill on the Goods and Services Tax (GST) portal to
document the movement of goods.
The E-Way bill is generated by either the consignor or the consignee. For each E-Way bill, the common portal
generates a unique -E-Way bill number (EBN) that is made available to the supplier, the recipient, and the
transporter. The -E-Way bill must be issued, regardless of whether the movement of goods is caused by supply or
another reason. another reason.
Typically, one E-Way bill must be prepared for a single consignment and a single invoice. However, if multiple
consignments are carried in the same vehicle, the transporter must prepare a consolidated E-Way bill by indicating
the serial number of each E-Way bill on the common portal before the transport of goods is started. is started.
1 The consignor hands goods over to the transporter for delivery to the consignee.
2 On the GST portal, the consignor provides details of the goods in Part A of form EWB-01 and details of the
transporter in Part B.
3 Based on the details that were provided in Part A, either the consignor or the transporter generates a unique EBN.
4 The EBN that is generated on the common portal is shared by the consignor, the consignee, and the transporter.
5 Details of the E-Way bill are sent to the consignee, who must either accept or reject them.
6 The person who is in charge of conveyance must carry a copy of the E-Way bill or the EBN.
7 Verified EBNs must be linked to or updated with posted invoice transactions in the system.
In view of preceding process flow, E-Way bill information must be captured for the following types of transactions:
In Microsoft Dynamics AX 2012, the Outward transaction type covers the following transaction modes:
E-Way bill 3
● Project invoice
● Stock transfer shipment
There are business cases where multiple consignments are carried in the same vehicle. In these cases, the transporter
must prepare a consolidated E-Way bill by indicating the serial number of each E-Way bill, on the common portal
before the transport of goods is started. The taxpayer must first generate a separate EBN for each consignment that
will be transported in one conveyance. The consolidated EBN is then generated for all consignments.
When you generate an EBN on the E-Way bill portal, you must provide the following information:
Part A
● GSTIN of Supplier
● Place of Dispatch Vehicle Number for Road
● GSTIN of Recipient
● Place of Delivery
● Invoice or Challan Number
● Invoice or Challan Date
● Value of Goods
● HSN Code
● Reason for Transportation
Part B
E-Way bill 4
required to fill to generate E-Way bill.
E-Way bill 5
Follow these steps to create the E-Way bill types.
1 Click General ledger > Setup > Sales Tax > India > E way bill types.
2 Create the E-Way bill types.
Task 1.2: Select the E-Way bill types that are applicable to the
transaction
Sales: Sales order transaction
1 Click Accounts receivable > Common > Sales orders > All sales orders.
2 Create a sales order.
3 Select a customer account, site, and warehouse.
4 Select an item, quantity, and unit price.
E-Way bill 6
5 On the sales order header, on the Action Pane, click E-Way bill.
1 Click Accounts payable > Common forms > Purchase orders > All purchase orders.
2 Create a purchase order.
3 Select a vendor account, site, and warehouse.
4 Select an item, quantity, and unit price.
5 On the purchase order header, on the Action Pane, click E-Way bill.
E-Way bill 7
5 Click E-Way bill..
Task 2: Enter the E-Way bill details that are available for the
transaction
Sales order
1 Select the E-Way bill type that has a direction of Outward, as required for the transaction.
2 Click Add.
3 Enter the required information:
● The 12-digit EBN
● The date of the E-Way bill
● The mode of transport
● The vehicle number
● The document number, if the E-Way bill is generated based on a document type other than Invoice
● The document date
E-Way bill 8
4 Click OK.
Purchase order
1 Select the E-Way bill type that has a direction of Inward, as required for the transaction.
2 Click Add.
3 Enter the required information:
● The 12-digit EBN
● The data of the E-Way bill
● The mode of transport
● The vehicle number
● The document number, if the E-Way bill is generated based on a document type other than Invoice
● The document date
E-Way bill 9
4 Click OK.
1 Select the E-Way bill type that has a direction of Outward, as required for the transaction.
2 Click Add.
3 Enter the required information:
● The 12-digit EBN
● The date of the E-Way bill
● The mode of transport
● The vehicle number
● The document number, if the E-Way bill is generated based on a document type other than Invoice
● The document date
4 Click OK.
E-Way bill 10
3 Click E-Way bill.
Note that default E-Way bill information from a Shipment stock transfer order (STO) to a Receive STO is also
available if you select Shipment in the Update field and then select the corresponding shipment voucher number.
By default, E-Way bill information that is updated at the time of shipment will be filled in at the time of receipt.at the
time of receipt.
E-Way bill 11
E-Way bill information from the Shipment STO will be filled in automatically on the Receive STO, as shown in the
following illustration.
If a shipment voucher isn’t selected, you might have to manually enter the E-Way bill details in the E-Way bill form.
In that case, follow these steps.
1 On the sales order header, on the Action Pane, click Invoice > Invoice.
2 In the Quantity field, select All.
E-Way bill 12
3 In the Posting invoice form, click E-Way bill.
4 In the E-Way bill form, update the EE-Way bill details as required.as required.
1 On the purchase order header, on the Action Pane, click Invoice > Generate > Invoice.
2 In the Default quantity for lines field, select Ordered quantity.
3 Enter the invoice number.
E-Way bill 13
4 On the Action Pane, click E-Way bill.
5 In the E-Way bill form, update the EE-Way bill details as required. required.
6 Click OK.
7 On the Action Pane, click Vendor invoice > Actions > Post > Post.
E-Way bill 14
3 Click E-Way bill, and then, in the E-Way bill form, click E-Way bill.
E-Way bill 15
Task 2.2: View E-Way bill information for the posted voucher
Sales invoice
You can view the E-Way bill details for the posted sales invoice..
1 On the Action Pane, click Invoice > Journals > Invoice > Overview.
2 Click E-Way bill.
E-Way bill 16
Purchase invoice
You can view the E-Way bill details for the posted purchase invoice..
1 On the Action Pane, click Invoice > Journals > Invoice > Overview.
2 Click E-Way bill.
E-Way bill 17
Task 3: Generate the E-Way bill periodic report
1 Click General ledger > Periodic > India > E-Way bill details.
E-Way bill 18
c In the From date and To date fields, define a date range.
d In the E-Way bill type field, select the type of EE-Way bill. bill.
e In the Direction field, select Inward.
f Click Show data.
g View the E-Way bill details for the posted transactions. for the posted transactions.
E-Way bill 19
e In the Direction field, select Inward.
f Click Show data.
g View the E-Way bill details of the posted transactions. of the posted transactions.
E-Way bill 20
Task 3.2: View posted transactions together with updated E-Way
bill information
All selected transaction will be updated with E-Way bill information.
Updated information will appear on the report, as shown in the following illustration.
E-Way bill information that is attached to the transactions will also be updated with additional details that are
updated through the E-Way bill details form.
E-Way bill 21
Send feedback. © 2018 Microsoft Corporation. All rights
reserved.
Microsoft Dynamics is a line of integrated, adaptable business
management solutions that enables you and your people to make This document is provided “as-is.”
business decisions with greater confidence. Microsoft Dynamics works Information and views expressed in this
like and with familiar Microsoft software, automating and streamlining document, including URL and other
financial, customer relationship, and supply chain processes in a way Internet Web site references, may
that helps you drive business success. change without notice. You bear the risk
of using it.
United States and Canada toll-free: (888) 477-7989
Some examples are for illustration only
Worldwide: (1) (701) 281-6500
and are fictitious. No real association is
www.microsoft.com/dynamics intended or inferred.