Purpose of the Page

• To generate SBI invoices for card production and personalization activities.
• To consolidate multiple SBI production requests into invoice-ready records.
• To ensure correct application of tax, scheme, and location details before invoice generation.

Filter Section

The top section of the page allows users to narrow down records using the following parameters:

• Year
  Select the financial or calendar year for which invoices are to be generated.
• Month
  Select the corresponding month for invoice processing.
• Invoice Type
  Defines the category of invoice to be generated (e.g., Card).
• LHO (Local Head Office)
  Select the LHO associated with the records (e.g., BENGALURU – KA).
• Card Type
  Filter records based on card type or select All to view all card categories.
• Find Button
  Fetches and displays records matching the selected filter criteria.

User Actions

• Users can select multiple SBI records using the checkbox.
• Selected records are processed together to generate an SBI invoice.
• Only eligible SBI records are displayed for selection.

Key Notes

• This page is exclusively used for SBI invoice generation.
• Invoices are generated based on the selected Year, Month, Invoice Type, and LHO.
• Tax and scheme details shown are applied during SBI invoice calculation.
• Users must ensure selected records belong to the same invoice grouping to avoid validation issues.