Currency - Revision history

Gelo at 04:05, 12 April 2022

2022-04-12T04:05:04Z

Gelo: Changed categories.

2022-04-07T03:28:36Z

Changed categories.

Gelo at 03:31, 24 March 2022

2022-03-24T03:31:26Z

Gelo at 05:37, 16 March 2022

2022-03-16T05:37:50Z

Gelo at 05:25, 11 February 2022

2022-02-11T05:25:33Z

Gelo at 03:40, 20 December 2021

2021-12-20T03:40:14Z

Gelo at 04:25, 15 April 2021

2021-04-15T04:25:05Z

Gelo at 06:11, 25 January 2021

2021-01-25T06:11:46Z

Gelo at 05:06, 28 December 2020

2020-12-28T05:06:31Z

Gelo at 06:56, 22 October 2020

2020-10-22T06:56:27Z

@@ Line 22: / Line 22: @@
 <br />
 {| class="wikitable" style="margin: auto;"
-!Field
+!'''Field'''
-!Description
+!'''Description'''
-!Expected Output
+!'''Allowed Inputs'''
 |-
 |1.Currency Code
 |•Reference Code for Currency
 |•Alphanumeric
 |-
 |2.Currency Name
 |•Name of Currency
-|•Text
+|•Alphanumeric
 |}
@@ Line 57: / Line 66: @@
 [[File:Maintenance - Currency - Edit.png|border|center|1500x1500px]]
 <br />
-{| class="wikitable" style="margin: auto;"
+{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
-!Field
+!'''Field'''
-!Description
+!'''Description'''
-!Expected Output
+!'''Allowed Inputs'''
 |-
-|1.Currency Name
+|2.Currency Name
 |•Name of Currency
-|•Text
+|•Alphanumeric
 |}Notes:

← Older revision		Revision as of 03:28, 7 April 2022
Line 154:		Line 154:
	\|[[Accounts Payable]]<nowiki> \| </nowiki>[[Debit Voucher]]<nowiki> \| </nowiki>[[Payment Voucher]]		\|[[Accounts Payable]]<nowiki> \| </nowiki>[[Debit Voucher]]<nowiki> \| </nowiki>[[Payment Voucher]]
	\|}		\|}
		+	[[Category:Maintenance]]

@@ Line 15: / Line 15: @@
 =====Adding Currency=====
-#Go to Maintenance then click [[Currency]]
+#Click [[Currency]] under Maintenance Menu
-#Click '''Add Currency''' Button
+#Under Currency Screen, Click '''Add Currency'''
 #Fill out the necessary fields then click '''Save.'''
@@ Line 52: / Line 52: @@
 #Go to Maintenance then click [[Currency]]
-#Select a Currency that needs an update. Click the drop-down arrow then choose '''Edit.'''
+#Select a Currency record that needs to update its details. Click the drop-down arrow then choose '''Edit.'''
-#Update the fields then click '''Save.'''
+#Update the necessary fields then click '''Save.'''
 [[File:Maintenance - Currency - Edit.png|border|center|1500x1500px]]

@@ Line 39: / Line 39: @@
 *Currency Code is a unique field, it cannot be edited once created.
 =====Editing Currency=====
@@ Line 60: / Line 69: @@
 *Currency Code is a unique field, it cannot be edited once created.
-===== <span class="mw-headline" id="Activating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Currency Record</span></span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Activating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Currency Record</span></span></span></span></span></span></span>=====
 Currency can be Activated in two ways:
-* Using drop-down arrow of a record can be used in single record Activation
+*Using drop-down arrow of a record can be used in single record Activation
 [[File:Maintenance - Currency - Activate1.png|border|center|1500x1500px]]
 <br />
-* Using Activate Button for activating multiple record.
+*Using Activate Button for activating multiple record.
 [[File:Maintenance - Currency - Activate2.png|border|center|1500x1500px]]
 <br />
-===== <span class="mw-headline" id="Deactivating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Currency Record</span></span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Deactivating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Currency Record</span></span></span></span></span></span></span>=====
 Currency can be deactivated in two ways:
-* Using drop-down arrow of a record can be used in single record deactivation
+*Using drop-down arrow of a record can be used in single record deactivation
 [[File:Maintenance - Currency - Deactivate1.png|border|center|1500x1500px]]
 <br />
-* Using Deactivate Button for deactivating multiple record
+*Using Deactivate Button for deactivating multiple record
 [[File:Maintenance - Currency - Deactivate2.png|border|center|1500x1500px]]
 <br />
-===== <span class="mw-headline" id="Deleting_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_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;">Deleting Currency Record</span></span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Deleting_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_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;">Deleting Currency Record</span></span></span></span></span></span></span>=====
 Currency can be deleted in two ways:
-* Using drop-down arrow of a record can be used in single record deletion
+*Using drop-down arrow of a record can be used in single record deletion
 [[File:Maintenance - Currency - Delete1.png|border|center|1500x1500px]]
 <br />
-* Using Delete Button for deleting multiple record
+*Using Delete Button for deleting multiple record
 [[File:Maintenance - Currency - Delete2.png|border|center|1500x1500px]]

@@ Line 6: / Line 6: @@
 =====Currency Record List=====
 *Currency can be used on [[Payment Voucher]], [[Import Purchase Order]], [[Debit Voucher]], [[Accounts Payable]] and when assigning [[Exchange Rate]]
@@ Line 13: / Line 15: @@
 =====Adding Currency=====
-# Go to Maintenance then click [[Currency]]
+#Go to Maintenance then click [[Currency]]
-# Click '''Add Currency''' Button
+#Click '''Add Currency''' Button
-# Fill out the necessary fields then click '''Save.'''
+#Fill out the necessary fields then click '''Save.'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 30: / Line 34: @@
 |•Text
 |}
 Notes:
@@ Line 36: / Line 42: @@
 =====Editing Currency=====
-# Go to Maintenance then click [[Currency]]
+#Go to Maintenance then click [[Currency]]
-# Select a Currency that needs an update. Click the drop-down arrow then choose '''Edit.'''
+#Select a Currency that needs an update. Click the drop-down arrow then choose '''Edit.'''
-# Update the fields then click '''Save.'''
+#Update the fields then click '''Save.'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 50: / Line 58: @@
 |}Notes:
 *Currency Code is a unique field, it cannot be edited once created.
 =====Currency Record Option=====
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
@@ Line 82: / Line 128: @@
 *The base Currency cannot be deactivate or activate once used.
 *Activating/Deactivating and Deleting of Records can be done in two ways.
-** For single records, the user may use the drop down arrow then the action that need to perform.
+**For single records, the user may use the drop down arrow then the action that need to perform.
-** For multiple records, the user may tick the records then click the action button that need to perform
+**For multiple records, the user may tick the records then click the action button that need to perform
-*** Click the Yes in the confirmation to proceed on the action taken.
+***Click the Yes in the confirmation to proceed on the action taken.
 {| class="wikitable" style="margin: auto;"

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Maintenance]] | [[Currency Aids]] | [[Exchange Rate]]
+[[Maintenance]] | [[Exchange Rate]]
 </div>
 ==Currency==
@@ Line 6: / Line 6: @@
 =====Currency Record List=====
 *Currency can be used on [[Payment Voucher]], [[Import Purchase Order]], [[Debit Voucher]], [[Accounts Payable]] and when assigning [[Exchange Rate]]
@@ Line 13: / Line 12: @@
 =====Adding Currency=====
-[[File:Adding Currency.png|center|thumb|773x773px|Adding Currency]]
-{| class="wikitable"
+# Go to Maintenance then click [[Currency]]
 !Field
 !Description
@@ Line 29: / Line 32: @@
 Notes:
-*For detailed instructions on how to create a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]]
+*Currency Code is a unique field, it cannot be edited once created.
 =====Editing Currency=====
-[[File:Editing Currency.png|center|thumb|776x776px|Editing Currency]]
-{| class="wikitable"
+# Go to Maintenance then click [[Currency]]
 !Field
 !Description
@@ Line 43: / Line 50: @@
 |}Notes:
-*For detailed instructions on how to edit a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]]
+*Currency Code is a unique field, it cannot be edited once created.
 =====Currency Record Option=====
-[[File:Currency Record Option.png|center|thumb|Currency Record Option]]Notes:
+{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
+|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base on Currency Record Status
-*For detailed instructions on how to View, Edit, Deactivate/Activate and Delete a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]]
+! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
+! style="background-color:rgb(234, 236, 240);text-align:center;" |View
-=====Currency View Record=====
+! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
-[[File:Currency View Record.png|center|thumb|Currency View Record]]Notes:
+! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
+! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
-*The user can edit the Currency when viewing its details.
+! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
-*For detailed instructions on how to create a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]]
+*The user can edit the Currency when viewing its details
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 |+Categories:
 ! colspan="2" |'''Modules'''
@@ Line 69: / Line 97: @@
 |-
 |Financials
-|[[Accounts Payable]]<nowiki> | </nowiki>[[Debit Memo]]<nowiki> | </nowiki>[[Debit Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]
+|[[Accounts Payable]]<nowiki> | </nowiki>[[Debit Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]
 |}

@@ Line 1: / Line 1: @@
-'''Currency'''
+== Currency ==
 This maintenance screen allows users to configure and add the currencies that will be used on their transaction.
-'''Currency Record List'''
+===== Currency Record List =====
 [[File:Currency Record List.png|center|thumb|Currency Record List]]
-* Currency can be used on Payment Voucher, Import Purchase Order, Debit Voucher and when assigning exchange rate
+*Currency can be used on Payment Voucher, Import Purchase Order, Debit Voucher and when assigning exchange rate
-** This can be used as long as the Currency status is still "ACTIVE"
+**This can be used as long as the Currency status is still "ACTIVE"
-*** The currency cannot be used in the transactions if it is in "INACTIVE" status but can still be used in old transactions.
+***The currency cannot be used in the transactions if it is in "INACTIVE" status but can still be used in old transactions.
+=====  Adding Currency =====
 [[File:Adding Currency.png|center|thumb|773x773px|Adding Currency]]
 {| class="wikitable"
@@ Line 26: / Line 24: @@
 |•Text
 |}
-'''Editing Currency'''
 [[File:Editing Currency.png|center|thumb|776x776px|Editing Currency]]
 {| class="wikitable"
@@ Line 37: / Line 36: @@
 |•Text
 |}
-'''Currency Record Option'''
 [[File:Currency Record Option.png|center|thumb|Currency Record Option]]
+=====  Currency View Record =====
 [[File:Currency View Record.png|center|thumb|Currency View Record]]Notes:
-* The user can edit the Currency when viewing its details.
+*The user can edit the Currency when viewing its details.