Item Class - Revision history

Gelo at 04:28, 20 April 2022

2022-04-20T04:28:26Z

Gelo at 04:24, 20 April 2022

2022-04-20T04:24:43Z

Gelo at 04:30, 12 April 2022

2022-04-12T04:30:27Z

Show changes

Gelo: Changed categories.

2022-04-07T03:29:58Z

Changed categories.

Gelo at 03:50, 24 March 2022

2022-03-24T03:50:27Z

Gelo at 05:56, 16 March 2022

2022-03-16T05:56:10Z

Gelo at 03:01, 31 January 2022

2022-01-31T03:01:20Z

Gelo at 07:09, 26 January 2022

2022-01-26T07:09:50Z

Gelo at 08:40, 25 January 2022

2022-01-25T08:40:55Z

Gelo at 03:42, 16 December 2021

2021-12-16T03:42:11Z

@@ Line 165: / Line 165: @@
 |3.Debit Account
 |•Debit Account on Sales Details
-|•Account List under [[Chart of Accounts]]
+|•Account List under [[Chart of Account]]
 | style="vertical-align:middle;text-align:center;" |N/A
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
@@ Line 172: / Line 172: @@
 |4.Credit Account
 |•Credit Account on Sales Details
-|•Account List under [[Chart of Accounts]]
+|•Account List under [[Chart of Account]]
 | style="vertical-align:middle;text-align:center;" |N/A
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
@@ Line 179: / Line 179: @@
 |5.Debit Account
 |•Debit Account on Purchase Details
-|•Account List under [[Chart of Accounts]]
+|•Account List under [[Chart of Account]]
 | style="vertical-align:middle;text-align:center;" |N/A
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
@@ Line 186: / Line 186: @@
 |6.Credit Account
 |•Credit Account on Purchase Details
-|•Account List under [[Chart of Accounts]]
+|•Account List under [[Chart of Account]]
 | style="vertical-align:middle;text-align:center;" |N/A
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
@@ Line 193: / Line 193: @@
 |7.Inventory Account
 |•Account Details on Inventory Detail
-|•Account List under [[Chart of Accounts]]
+|•Account List under [[Chart of Account]]
 | style="vertical-align:middle;text-align:center;" |N/A
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
@@ Line 200: / Line 200: @@
 |8.Revenue Type
 |•Tax Revenue Type on Item Class
-|•Tax Type List under [[Chart of Accounts|Chart of Account]] Maintenance Module
+|•Tax Type List under [[Chart of Account]] Maintenance Module
 | style="vertical-align:middle;text-align:center;" |N/A
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
@@ Line 207: / Line 207: @@
 |9.Expense Type
 |•Tax Expense Type on Item Class
-|•Tax Type List under [[Chart of Accounts|Chart of Account]] Maintenance Module
+|•Tax Type List under [[Chart of Account]] Maintenance Module
 | style="vertical-align:middle;text-align:center;" |N/A
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
@@ Line 267: / Line 267: @@
 |3.Debit Account
 |•Debit Account on Sales Details
-|•Account List under [[Chart of Accounts]]
+|•Account List under [[Chart of Account]]
 |Any inputs not mentioned in the allowed inputs
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
@@ Line 274: / Line 274: @@
 |4.Credit Account
 |•Credit Account on Sales Details
-|•Account List under [[Chart of Accounts]]
+|•Account List under [[Chart of Account]]
 |Any inputs not mentioned in the allowed inputs
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
@@ Line 281: / Line 281: @@
 |5.Debit Account
 |•Debit Account on Purchase Details
-|•Account List under [[Chart of Accounts]]
+|•Account List under [[Chart of Account]]
 |Any inputs not mentioned in the allowed inputs
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
@@ Line 288: / Line 288: @@
 |6.Credit Account
 |•Credit Account on Purchase Details
-|•Account List under [[Chart of Accounts]]
+|•Account List under [[Chart of Account]]
 |Any inputs not mentioned in the allowed inputs
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
@@ Line 295: / Line 295: @@
 |7.Inventory Account
 |•Account Details on Inventory Detail
-|•Account List under [[Chart of Accounts]]
+|•Account List under [[Chart of Account]]
 |Any inputs not mentioned in the allowed inputs
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A

@@ Line 56: / Line 56: @@
 |3.Debit Account
 |•Debit Account on Sales Details
-|•Account List under [[Chart of Account|Chart of Accounts]]
+|•Account List under [[Chart of Account]]
 | style="vertical-align:middle;text-align:center;" |N/A
 | style="vertical-align:middle;text-align:center;" |N/A
@@ Line 63: / Line 63: @@
 |4.Credit Account
 |•Credit Account on Sales Details
-|•Account List under [[Chart of Account|Chart of Accounts]]
+|•Account List under [[Chart of Account|Chart of Account]]
 | style="vertical-align:middle;text-align:center;" |N/A
 | style="vertical-align:middle;text-align:center;" |N/A
@@ Line 70: / Line 70: @@
 |5.Debit Account
 |•Debit Account on Purchase Details
-|•Account List under [[Chart of Account|Chart of Accounts]]
+|•Account List under [[Chart of Account|Chart of Account]]
 | style="vertical-align:middle;text-align:center;" |N/A
 | style="vertical-align:middle;text-align:center;" |N/A
@@ Line 77: / Line 77: @@
 |6.Credit Account
 |•Credit Account on Purchase Details
-|•Account List under [[Chart of Account|Chart of Accounts]]
+|•Account List under [[Chart of Account|Chart of Account]]
 | style="vertical-align:middle;text-align:center;" |N/A
 | style="vertical-align:middle;text-align:center;" |N/A
@@ Line 84: / Line 84: @@
 |7.Inventory Account
 |•Account Details on Inventory Detail
-|•Account List under [[Chart of Account|Chart of Accounts]]
+|•Account List under [[Chart of Account|Chart of Account]]
 | style="vertical-align:middle;text-align:center;" |N/A
 | style="vertical-align:middle;text-align:center;" |N/A

← Older revision		Revision as of 03:29, 7 April 2022
Line 301:		Line 301:
	\|[[Maintenance]]<nowiki> \| </nowiki>[[Item Class]]<nowiki> \| </nowiki>[[Item Master]]<nowiki> \| </nowiki>[[Chart of Account]]<nowiki> \| </nowiki>[[Tax]]		\|[[Maintenance]]<nowiki> \| </nowiki>[[Item Class]]<nowiki> \| </nowiki>[[Item Master]]<nowiki> \| </nowiki>[[Chart of Account]]<nowiki> \| </nowiki>[[Tax]]
	\|}		\|}
		+	[[Category:Maintenance]]

@@ Line 15: / Line 15: @@
 =====Adding Item Class=====
-#Go to Maintenance then Click [[Item Class]]
+#Click [[Item Class]] under Maintenance Menu
-#Click '''Add Item Class''' Button
+#Under Item Class Menu Screen, Click '''Add Item Class''' Button
-#Fill up the necessary fields then click '''Save.'''
+#Fill up the necessary fields then click '''Save. Note: Fields with * are require fields'''
 [[File:Maintenance - Item Class - Add.png|border|center|1500x1500px]]
@@ Line 144: / Line 144: @@
 *When Importing the records, the user should follow the following steps provided in the Importing Item Class Screen such as
 [[File:Maintenance - Item Class - Import.png|border|center|1499x1499px]]
@@ Line 231: / Line 228: @@
 [[File:Maintenance - Item Class - Activate1.png|border|center|1500x1500px]]
 *Using Activate Button for activating multiple record
@@ Line 298: / Line 294: @@
 ***Click the Yes in the confirmation to proceed on the action taken.
 {| class="wikitable" style="margin: auto;"
 |+Categories:

@@ Line 69: / Line 69: @@
 *Tax Details are optional when creating an Item Class, Tax details can be used as long as it on '''ACTIVE''' status in the [[Chart of Account]] maintenance module
 **Some Tax details can be found on [[Tax]] maintenance module for reference but for accounting details, it is more advise to look on the [[Chart of Account]]
 =====Editing Item Class=====

@@ Line 11: / Line 11: @@
 =====Item Class Record List=====
-[[File:Maintenance - Item Class - Record List.png|border|center|1500x1500px]]
+[[File:Maintenance - Item Class - Record List.png|border|center|1499x1499px]]
 <br />
 =====Adding Item Class=====
@@ Line 139: / Line 139: @@
 **Uploading the updated Template
-[[File:Maintenance - Item Class - Import.png|center|1500x1500px]]
+[[File:Maintenance - Item Class - Import.png|border|center|1499x1499px]]
 <br />
 {| 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 216: / Line 216: @@
 |}
-===== <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 Item Class Record</span></span> =====
+=====<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 Item Class Record</span></span>=====
 Item Class 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 - Item Class - Activate1.png|border|center|1500x1500px]]
 <br />
-* Using Activate Button for activating multiple record
+*Using Activate Button for activating multiple record
 [[File:Maintenance - Item Class - Activate2.png|center|1500x1500px]]
 <br />
-===== <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 Item Class Record</span></span> =====
+=====<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 Item Class Record</span></span>=====
 Item Class 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 - Item Class - Deactivate1.png|center|1500x1500px]]
 <br />
-* Using Deactivate Button for deactivating multiple record
+*Using Deactivate Button for deactivating multiple record
-[[File:Maintenance - Item Class - Deactivate2.png|center|1500x1500px]]
+[[File:Maintenance - Item Class - Deactivate2.png|border|center|1500x1500px]]
 <br />
-===== <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 Item Class Record</span></span> =====
+=====<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 Item Class Record</span></span>=====
 Item Class 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 - Item Class - Delete1.png|border|center|1500x1500px]]
 <br />
-* Using Delete Button for deleting multiple record
+*Using Delete Button for deleting multiple record
 [[File:Maintenance - Item Class - Delete2.png|border|center|1500x1500px]]

@@ Line 11: / Line 11: @@
 =====Item Class Record List=====
 =====Adding Item Class=====
@@ Line 17: / Line 19: @@
 #Fill up the necessary fields then click '''Save.'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 72: / Line 76: @@
 #Update the necessary Fields and Click '''Save'''
 <br />
 {| class="wikitable" style="margin: auto;"
@@ Line 125: / Line 130: @@
 *When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 *When Importing the records, the user should follow the following steps provided in the Importing Item Class Screen such as
 **Downloading the template link provided under Step 1.
@@ Line 130: / Line 139: @@
 **Uploading the updated Template
 {| 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;" |Item Class Import Details
@@ Line 204: / Line 215: @@
 | style="vertical-align:middle;text-align:center;" |No
 |}
 <br />
 =====Item Class Record Option=====

@@ Line 13: / Line 13: @@
 =====Adding Item Class=====
-# Go to Maintenance then Click [[Item Class]]
+#Go to Maintenance then Click [[Item Class]]
-# Click '''Add Item Class''' Button
+#Click '''Add Item Class''' Button
-# Fill up the necessary fields then click '''Save.'''
+#Fill up the necessary fields then click '''Save.'''
 {| class="wikitable" style="margin: auto;"
@@ Line 68: / Line 68: @@
 =====Editing Item Class=====
-# Go to Maintenance then Click [[Item Class]]
+#Go to Maintenance then Click [[Item Class]]
-# Select the Item Class that needs an update. Click the drop-down arrow then click '''Edit'''
+#Select the Item Class that needs an update. Click the drop-down arrow then click '''Edit'''
-# Update the necessary Fields and Click '''Save'''
+#Update the necessary Fields and Click '''Save'''
 <br />
@@ Line 124: / Line 124: @@
 . Under Options, The user may Export or Import The Record
-* When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
+*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
-* When Importing the records, the user should follow the following steps provided in the Importing Item Class Screen such as
+*When Importing the records, the user should follow the following steps provided in the Importing Item Class Screen such as
-** Downloading the template link provided under Step 1.
+**Downloading the template link provided under Step 1.
-** Filling up the information needed for each columns of the template
+**Filling up the information needed for each columns of the template
-** Uploading the updated Template
+**Uploading the updated Template
 {| 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 227: / Line 227: @@
 | style="vertical-align:middle;text-align:center;" |
 | style="vertical-align:middle;text-align:center;" |☑
-| style="vertical-align:middle;text-align:center;" |
+| style="vertical-align:middle;text-align:center;" |☑
 |}
 Notes:
@@ Line 236: / Line 236: @@
 **Used Item Class record cannot be deleted.
 *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.
 <br />