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Difference between revisions of "Currency"
(Tag: Visual edit) |
(Tag: Visual edit) |
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| − | == Currency == | + | <div style="text-align: center;"> |
| + | [[Maintenance]] | [[Currency]] | [[Exchange Rate]] | ||
| + | </div> | ||
| + | ==Currency== | ||
This maintenance screen allows users to configure and add the currencies that will be used on their transaction. | 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]] | [[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 | + | *Currency can be used on [[Payment Voucher]], [[Import Purchase Order]], [[Debit Voucher]], [[Accounts Payable]] and when assigning [[Exchange Rate]] |
| − | **This can be used as long as the Currency status is still | + | **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 | + | ***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]] | [[File:Adding Currency.png|center|thumb|773x773px|Adding Currency]] | ||
{| class="wikitable" | {| class="wikitable" | ||
| Line 24: | Line 27: | ||
|•Text | |•Text | ||
|} | |} | ||
| + | Notes: | ||
| − | ===== Editing Currency ===== | + | *For detailed instructions on how to create a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]] |
| + | |||
| + | =====Editing Currency===== | ||
[[File:Editing Currency.png|center|thumb|776x776px|Editing Currency]] | [[File:Editing Currency.png|center|thumb|776x776px|Editing Currency]] | ||
{| class="wikitable" | {| class="wikitable" | ||
| Line 35: | Line 41: | ||
|•Name of Currency | |•Name of Currency | ||
|•Text | |•Text | ||
| − | |} | + | |}Notes: |
| + | |||
| + | *For detailed instructions on how to edit a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]] | ||
| + | |||
| + | <br /> | ||
| + | =====Currency Record Option===== | ||
| + | [[File:Currency Record Option.png|center|thumb|Currency Record Option]]Notes: | ||
| − | + | *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]] | |
| − | [[ | ||
| − | ===== | + | <br /> |
| + | =====Currency View Record===== | ||
[[File:Currency View Record.png|center|thumb|Currency View Record]]Notes: | [[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. | ||
| + | |||
| + | *For detailed instructions on how to create a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]] | ||
| + | |||
| + | {| class="wikitable" | ||
| + | |+Categories: | ||
| + | ! colspan="2" |'''Modules''' | ||
| + | |- | ||
| + | |Maintenance | ||
| + | |[[Maintenance]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Exchange Rate]] | ||
| + | |- | ||
| + | |Purchase | ||
| + | |[[Import Purchase Order]] | ||
| + | |- | ||
| + | |Financials | ||
| + | |[[Accounts Payable]]<nowiki> | </nowiki>[[Debit Memo]]<nowiki> | </nowiki>[[Debit Voucher]]<nowiki> | </nowiki>[[Payment Voucher]] | ||
| + | |- | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| + | |- | ||
| + | |Maintenance Aids | ||
| + | |[[Currency Aids]]<nowiki> | </nowiki>[[Exchange Rate Aids]] | ||
| + | |- | ||
| + | |Purchase Aids | ||
| + | |[[Import Purchase Order Aid]] | ||
| + | |- | ||
| + | |Financials | ||
| + | |[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Debit Memo Aids]]<nowiki> | </nowiki>[[Debit Voucher Aids]]<nowiki> | </nowiki>[[Payment Voucher Aids]] | ||
| + | |} | ||
Revision as of 14:11, 25 January 2021
Contents
Currency
This maintenance screen allows users to configure and add the currencies that will be used on their transaction.
Currency Record List
File:Currency Record List.png
Currency Record List
- Currency can be used on Payment Voucher, Import Purchase Order, Debit Voucher, Accounts Payable and when assigning Exchange Rate
- 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.
- This can be used as long as the Currency status is still ACTIVE
Adding Currency
File:Adding Currency.png
Adding Currency
| Field | Description | Expected Output |
|---|---|---|
| 1.Currency Code | •Reference Code for Currency | •Alphanumeric |
| 2.Currency Name | •Name of Currency | •Text |
Notes:
- For detailed instructions on how to create a Currency, you can visit the Currency Job Aid which can be found here
Editing Currency
File:Editing Currency.png
Editing Currency
| Field | Description | Expected Output |
|---|---|---|
| 1.Currency Name | •Name of Currency | •Text |
Notes:
- For detailed instructions on how to edit a Currency, you can visit the Currency Job Aid which can be found here
Currency Record Option
File:Currency Record Option.png
Currency Record Option
Notes:
- 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 here
Currency View Record
File:Currency View Record.png
Currency View Record
Notes:
- The user can edit the Currency when viewing its details.
- For detailed instructions on how to create a Currency, you can visit the Currency Job Aid which can be found here
| Modules | |
|---|---|
| Maintenance | Maintenance | Currency | Exchange Rate |
| Purchase | Import Purchase Order |
| Financials | Accounts Payable | Debit Memo | Debit Voucher | Payment Voucher |
| Job Aid Modules | |
| Maintenance Aids | Currency Aids | Exchange Rate Aids |
| Purchase Aids | Import Purchase Order Aid |
| Financials | Accounts Payable Aids | Debit Memo Aids | Debit Voucher Aids | Payment Voucher Aids |