Billing - Revision history

Gelo at 05:31, 19 April 2022

2022-04-19T05:31:15Z

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Gelo: Changed categories.

2022-04-07T03:11:44Z

Changed categories.

Gelo at 05:06, 25 March 2022

2022-03-25T05:06:42Z

Gelo at 04:17, 18 March 2022

2022-03-18T04:17:34Z

Gelo at 04:38, 22 February 2022

2022-02-22T04:38:32Z

Gelo at 03:04, 22 February 2022

2022-02-22T03:04:25Z

Gelo at 03:02, 22 February 2022

2022-02-22T03:02:23Z

Gelo at 14:27, 6 September 2021

2021-09-06T14:27:33Z

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Gelo at 01:28, 7 May 2021

2021-05-07T01:28:53Z

Gelo at 01:21, 7 May 2021

2021-05-07T01:21:06Z

← Older revision		Revision as of 03:11, 7 April 2022
Line 303:		Line 303:
	\|[[Customer]]<nowiki> \| </nowiki>[[Item Master]]<nowiki> \| </nowiki>[[Price List]]<nowiki> \| </nowiki>[[Profit Center]]<nowiki> \| </nowiki>[[Unit of Measure]]<nowiki> \| </nowiki>[[Tax]]<nowiki> \| </nowiki>[[Unit of Measure]]		\|[[Customer]]<nowiki> \| </nowiki>[[Item Master]]<nowiki> \| </nowiki>[[Price List]]<nowiki> \| </nowiki>[[Profit Center]]<nowiki> \| </nowiki>[[Unit of Measure]]<nowiki> \| </nowiki>[[Tax]]<nowiki> \| </nowiki>[[Unit of Measure]]
	\|}		\|}
		+	[[Category:Financials]]
		+	[[Category:Sales]]
		+	[[Category:Financial Statements]]
		+	[[Category:Tax Reports]]

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Billing]] | [[Billing Aids]] | [[Accounts Receivable]] | [[Receipt Voucher]]
+[[Billing]] | [[Accounts Receivable]] | [[Receipt Voucher]]
 </div>
 ==Billing==
@@ Line 35: / Line 35: @@
 =====Creating Billing Record=====
-#Click Billing under Main Menu
+#Click Billing in the Main Menu
 #Under Billing Screen, Click Add Billing
 #Fill up the necessary fields on the header part
-#Fill up the necessary fields in the item details
+#Fill up the necessary fields in the item details then click Save. Note: Fields with * are require fields
 [[File:Billing - Billing - Add.png|border|center|1500x1500px]]
@@ Line 121: / Line 120: @@
 *Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction.
 **This can be seen under [[Tax]] Maintenance Module.
 <br />
 =====Viewing Billing=====
-#Click Billing under Main Menu
+#Click Billing in the Main Menu
 #Under Billing Screen, Select a Billing record that needs to view its details, click the drop-down arrow then click View
@@ Line 133: / Line 131: @@
 =====Editing Billing=====
-#Click Billing under Main Menu
+#Click Billing in the Main Menu
 #Under Billing Screen, Select a Billing record that needs to update its details, click the drop-down arrow then click Edit
 #Update the necessary fields then click Save.
@@ Line 208: / Line 206: @@
 =====<span class="mw-headline" id="Printing_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Billing Record</span></span>=====
-#Click Billing under Main Menu
+#Click Billing in the Main Menu
-#Under Billing Screen, Select a Billing record that needs to print its details, click the drop-down arrow then click Print
+#Select a Billing record that needs to print its details, click the drop-down arrow then click Print
 [[File:Billing - Billing - Print.png|border|center|1500x1500px]]

@@ Line 123: / Line 123: @@
 *For detailed steps on how to create a Billing, you can visit the Billing Job Aids which can be found [[Billing Aids|here]]
 =====Editing Billing=====
@@ Line 227: / Line 235: @@
 =====Receiving Payment on Billing=====
-# Under Accounts Receivable, Select the auto-generated Accounts Receivable from Billing record that needs to post. Click the drop-down arrow then click Post.
+#Under Accounts Receivable, Select the auto-generated Accounts Receivable from Billing record that needs to post. Click the drop-down arrow then click Post.
-# After Posting, click the drop-down arrow then click Receive Payment
+#After Posting, click the drop-down arrow then click Receive Payment
-# Under Create Receipt Voucher, Fill out the necessary fields in the header section
+#Under Create Receipt Voucher, Fill out the necessary fields in the header section
-# Fill out the necessary fields in the accounting details then click Save
+#Fill out the necessary fields in the accounting details then click Save
 [[File:Billing - Billing - Receive Payment.png|border|center|1510x1510px]]
@@ Line 237: / Line 245: @@
 Notes:
-* The user may apply a [[Profit Center]] in the Auto-Generated Receivable Record
+*The user may apply a [[Profit Center]] in the Auto-Generated Receivable Record
 =====Billing Record Options=====

@@ Line 10: / Line 10: @@
 *#[[Item Master]]
 *#[[Price List]]
 *#[[Tax]]
@@ Line 40: / Line 41: @@
 #Click Save
+[[File:Billing - Billing - Add.png|border|center|1500x1500px]]
 {| class="wikitable" style="margin: auto;"
@@ Line 129: / Line 129: @@
 #Update the necessary fields then click Save.
-=====<span class="mw-headline" id="Printing_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Billing</span></span>=====
+[[File:Billing - Billing - Edit.png|border|center|1500x1500px]]
+{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 !Field
 !Description
@@ Line 211: / Line 192: @@
 |•Numeric(Auto-Generated)
 |}Notes:
 *The user can only edit the Billing if it is on '''UNPAID''' status.
@@ Line 222: / Line 283: @@
 *Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction.
 **This can be seen under [[Tax]] Maintenance Module.
 {| class="wikitable" style="margin: auto;"
@@ Line 239: / Line 295: @@
 |-
 |Maintenance
-|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]
+|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Profit Center]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]
 |}

@@ Line 34: / Line 34: @@
 =====Creating Billing Record=====
-# Click Billing under Main Menu
+#Click Billing under Main Menu
-# Under Billing Screen, Click Add Billing
+#Under Billing Screen, Click Add Billing
-# Fill up the necessary fields on the header part
+#Fill up the necessary fields on the header part
-# Fill up the necessary fields in the item details
+#Fill up the necessary fields in the item details
-# Click Save
+#Click Save
@@ Line 125: / Line 125: @@
 =====Editing Billing=====
-# Click Billing under Main Menu
+#Click Billing under Main Menu
-# Under Billing Screen, Select a Billing record that needs to update its details, click the drop-down arrow then click Edit
+#Under Billing Screen, Select a Billing record that needs to update its details, click the drop-down arrow then click Edit
-# Update the necessary fields then click Save.
+#Update the necessary fields then click Save.
-===== <span class="mw-headline" id="Printing_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Billing</span></span> =====
+=====<span class="mw-headline" id="Printing_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Billing</span></span>=====
-# Click Billing under Main Menu
+#Click Billing under Main Menu
-# Under Billing Screen, Select a Billing record that needs to print its details, click the drop-down arrow then click Print
+#Under Billing Screen, Select a Billing record that needs to print its details, click the drop-down arrow then click Print
-===== <span class="mw-headline" id="Exporting_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Importing_and_Exporting_Sales_Quotation_Record" style="box-sizing: inherit;">Exporting Billing</span></span> =====
+===== <span class="mw-headline" id="Cancelling_Sales_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Cancelling_Sales_Quotation_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Cancelling Billing Record</span></span></span></span></span></span> =====
-. Under Billing Screen, Click Options
+Billing can be cancelled in two ways:
-. Under Options, The user may Export the record
+* Using drop-down arrow of a record can be used in single record cancellation
-* When Exporting the records, the user may also use the filter options such as Date Filter, Search Bar and Customer filter for precise searching and exporting of records.
+* Using Cancel Button for cancelling multiple records
 <br />
 {| class="wikitable" style="margin: auto;"
 !Field

@@ Line 3: / Line 3: @@
 </div>
 ==Billing==
-This module allows the user to create Billings for Job Order Transactions[[File:Billing Menu.png|center|thumb|Billing Menu|link=https://docs.oojeema.com/File:Billing_Menu.png]]
+This module allows the user to create Billings for Job Order Transactions
 =====Requirements before using Billing=====
@@ Line 11: / Line 11: @@
 *#[[Price List]]
 *#[[Tax]]
 =====Billing Record List=====
-[[File:Billing Record List.png|center|thumb|Billing Record List]]
+[[File:Billing - Billing - Record List.png|border|center|1500x1500px]]
 <br />
-*'''Adding Billing Information'''
+{| class="wikitable" style="margin: auto;"
 !Field
 !Description
 !Expected Values
 |-
 |1.Billing No.
@@ Line 106: / Line 124: @@
 =====Editing Billing=====
-*'''Editing Billing Information'''
+# Click Billing under Main Menu
-{| class="wikitable"
+<br />
 !Field
 !Description
 !Expected Values
 |-
 |1.[[Customer]]
@@ Line 183: / Line 215: @@
 *Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction.
 **This can be seen under [[Tax]] Maintenance Module.
 =====Billing Record Options=====
-Notes:
+{| class="wikitable" style="margin: auto;"
 |+Categories:
 ! colspan="2" |'''Modules'''
@@ Line 214: / Line 233: @@
 |Maintenance
 |[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]
 |}

@@ Line 9: / Line 9: @@
 *#[[Customer]]
 *#[[Item Master]]
 *#[[Project]]
 *#[[Tax]]
@@ Line 14: / Line 15: @@
 *#[[Customer Aids]]
 *#[[Item Master Aids]]
 *#[[Project Aids]]
 *#[[Tax Aids]]
@@ Line 232: / Line 234: @@
 |-
 |Maintenance
-|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]
+|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]
 |-
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
@@ Line 243: / Line 245: @@
 |-
 |Maintenance Aids
-|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Project Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]
+|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Project Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]
 |}