Exchange Rate - Revision history

Gelo at 04:12, 12 April 2022

2022-04-12T04:12:44Z

Gelo: Changed categories.

2022-04-07T03:29:23Z

Changed categories.

Gelo at 03:39, 24 March 2022

2022-03-24T03:39:41Z

Gelo at 05:46, 16 March 2022

2022-03-16T05:46:27Z

Gelo at 05:55, 11 February 2022

2022-02-11T05:55:36Z

Gelo at 05:21, 20 December 2021

2021-12-20T05:21:02Z

Gelo at 04:05, 20 December 2021

2021-12-20T04:05:51Z

Gelo at 03:45, 20 December 2021

2021-12-20T03:45:57Z

Gelo at 04:27, 4 May 2021

2021-05-04T04:27:55Z

Gelo at 04:40, 15 April 2021

2021-04-15T04:40:13Z

@@ Line 23: / Line 23: @@
 !Field
 !Description
-!Expected Values
+!Allowed Input
 |-
 |1.Effectivity Rate
 |•The date where the exchange rate changes will be applied
-|•Date
+|•Date picker provided by the system
 |-
 |2.Exchange Rate
 |•The amount to be exchanged on the currency
 |•Number
 |-
 |3.Base [[Currency]]
 |•The currency to be converted.
 |•Currency List provided by the Currency Maintenance Module
 |-
 |4.Expected [[Currency]]
 |•The converted currency from base currency
 |•Currency List provided by the Currency Maintenance Module
 |}
@@ Line 64: / Line 79: @@
 [[File:Maintenance - Exchange Rate - 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
 !Description
-!Expected Values
+!Allowed Input
 |-
 |1.Effectivity Rate
 |•The date where the exchange rate changes will be applied
-|•Date
+|•Date picker provided by the system
 |-
 |2.Exchange Rate
 |•The amount to be exchanged on the currency
 |•Number
 |-
 |3.Base [[Currency]]
 |•The currency to be converted.
 |•Currency List provided by the Currency Maintenance Module
 |-
 |4.Expected [[Currency]]
 |•The converted currency from base currency
 |•Currency List provided by the Currency Maintenance Module
 |}Notes:

← Older revision		Revision as of 03:29, 7 April 2022
Line 179:		Line 179:
	\|[[Accounts Payable]]<nowiki> \| </nowiki>[[Debit Voucher]]<nowiki> \| </nowiki>[[Payment Voucher]]		\|[[Accounts Payable]]<nowiki> \| </nowiki>[[Debit Voucher]]<nowiki> \| </nowiki>[[Payment Voucher]]
	\|}		\|}
		+	[[Category:Maintenance]]

@@ Line 14: / Line 14: @@
 =====Adding Exchange Rate=====
-#Go to Maintenance then click [[Exchange Rate]]
+#Click [[Exchange Rate]] under Maintenance Menu
-#Click '''Add Exchange Rate''' Button
+#Under [[Exchange Rate]] Screen, Click Add Exchange Rate
-#Fill-up the necessary fields then click '''Save'''
+#Fill out the necessary fields then click '''Save. Note: Fields with * are require fields'''
 [[File:Maintenance - Exchange Rate - Add.png|border|center|1500x1500px]]
@@ Line 52: / Line 52: @@
 #Go to Maintenance then click [[Exchange Rate]]
 #Select a Exchange record that needs to view its details. Click the drop-down arrow then click View.
 #The user has an option to edit the Exchange Rate record upon viewing it.
 [[File:Maintenance - Exchange Rate - View.png|border|center|1500x1500px]]
@@ Line 59: / Line 59: @@
 #Go to Maintenance then click [[Exchange Rate]]
-#Select an Exchange Rate that needs an update. Click the drop-down arrow then choose Edit.
+#Select an Exchange that needs to update its details.. Click the drop-down arrow then click Edit.
-#Update the fields then click '''Save.'''
+#Update the necessary fields then click '''Save. Note: Fields with * are require fields.'''
 [[File:Maintenance - Exchange Rate - Edit.png|border|center|1500x1500px]]

@@ Line 48: / Line 48: @@
 *Exchange Rate set on the module can also be edited on the transactions in case there are updates in the conversion.<br />
 =====Editing Exchange Rate=====
@@ Line 88: / Line 96: @@
 ***[[Payment Voucher]]
-===== <span class="mw-headline" id="Activating_Currency_Record" style="box-sizing: inherit;"><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 Exchange Rate Record</span></span></span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Activating_Currency_Record" style="box-sizing: inherit;"><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 Exchange Rate Record</span></span></span></span></span></span></span></span>=====
 Exchange Rate 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 - Exchange Rate - Activate1.png|border|center|1500x1500px]]
 <br />
-* Using Activate Button for activating multiple record.
+*Using Activate Button for activating multiple record.
 [[File:Maintenance - Exchange Rate - Activate2.png|border|center|1500x1500px]]
 <br />
-===== <span class="mw-headline" id="Deactivating_Currency_Record" style="box-sizing: inherit;"><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 Exchange Rate Record</span></span></span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Deactivating_Currency_Record" style="box-sizing: inherit;"><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 Exchange Rate Record</span></span></span></span></span></span></span></span>=====
 Exchange Rate 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 - Exchange Rate - Deactivate1.png|border|center|1500x1500px]]
 <br />
-* Using Deactivate Button for deactivating multiple record
+*Using Deactivate Button for deactivating multiple record
 [[File:Maintenance - Exchange Rate - Deactivate2.png|border|center|1500x1500px]]
 <br />
-===== <span class="mw-headline" id="Deleting_Currency_Record" style="box-sizing: inherit;"><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 Exchange Rate Record</span></span></span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Deleting_Currency_Record" style="box-sizing: inherit;"><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 Exchange Rate Record</span></span></span></span></span></span></span></span>=====
 Exchange Rate 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 - Exchange Rate - Delete1.png|border|center|1500x1500px]]
 <br />
-* Using Delete Button for deleting multiple record
+*Using Delete Button for deleting multiple record
 [[File:Maintenance - Exchange Rate - Delete2.png|border|center|1500x1500px]]

@@ Line 10: / Line 10: @@
 =====Exchange Rate Record List=====
 =====Adding Exchange Rate=====
@@ Line 16: / Line 18: @@
 #Fill-up the necessary fields then click '''Save'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 50: / Line 54: @@
 #Update the fields then click '''Save.'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 82: / Line 88: @@
 ***[[Payment Voucher]]
 =====Exchange Rate 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 1: / Line 1: @@
 <div style="text-align: center;">
-[[Maintenance]] | [[Currency]] | [[Exchange Rate Aids]]
+[[Maintenance]] | [[Currency]]
-</div><br />
+</div>
 ==Exchange Rate==
-This maintenance screen allows the users to configure the exchange rate of the specific currency.
+This maintenance screen allows the users to configure the exchange rate of the specific [[currency]].
 =====Requirements before using Exchange Rate=====
 *The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Exchange Rate]]
 *#[[Currency]]
 =====Exchange Rate Record List=====
-[[File:Exchange Rate Record List.png|center|thumb|Exchange Rate Record List]]
+=====Adding Exchange Rate=====
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 42: / Line 42: @@
 *Currency must be on '''ACTIVE''' status in order to Add details on the Exchange Rate
 **This can be seen in [[Currency]] Maintenance Module
-*Exchange Rate set on the module can also be edited on the transactions in case there are updates in the conversion.
+*Exchange Rate set on the module can also be edited on the transactions in case there are updates in the conversion.<br />
 =====Editing Exchange Rate=====
-[[File:Editing Exchange Rate.png|center|thumb|868x868px|Editing Exchange Rate]]
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 76: / Line 79: @@
 ***[[Import Purchase Order]]
 ***[[Accounts Payable]]
 ***[[Debit Voucher]]
 ***[[Payment Voucher]]
 =====Exchange Rate Record Option=====
 Notes:
 *The user is allowed to edit the details when viewing the record.
 {| class="wikitable" style="margin: auto;"
 |+Categories:
@@ Line 109: / Line 102: @@
 |-
 |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]]
 |}