Discussion

Difference between revisions of "Users Group"

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== Users Group ==
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<div style="text-align: center;">
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[[Maintenance]] | [[Users]] | [[Users Group]]
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</div><br />
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==Users Group==
 
This maintenance screen allows the user to configure and add User Group on a specific User. This is also use to restrict the specific modules that a specific user can use.
 
This maintenance screen allows the user to configure and add User Group on a specific User. This is also use to restrict the specific modules that a specific user can use.
  
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===== Users Group Record List =====
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=====Users Group Record List=====
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[[File:Users Group Record List.png|center|thumb|Users Group Record List]]
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[[File:Users Group Record List.png|center|thumb|Users Group Record List]]Notes:
  
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===== Adding Users Group =====
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*User group is a required field when creating and editing the user record. The user group can be used if the status is '''ACTIVE'''
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 +
=====Adding Users Group=====
 
[[File:Adding Users Group.png|center|thumb|871x871px|Adding Users Group]]
 
[[File:Adding Users Group.png|center|thumb|871x871px|Adding Users Group]]
 
{| class="wikitable"
 
{| class="wikitable"
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|-
 
|-
 
|3.Dashboard View
 
|3.Dashboard View
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|•Allowing the Users Group to view or hid the Dashboard
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|•Allowing the Users Group to view or hide the Dashboard
 
|•Tick/Untick
 
|•Tick/Untick
 
|-
 
|-
 
|4.Modules
 
|4.Modules
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|•Allowing the Users Group to view or hid the functions on each module
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|•Allowing the Users Group to view or hide the functions on each module
 
|•Tick/Untick
 
|•Tick/Untick
 
|}
 
|}
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*When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
 
*When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
 +
*For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found [[Users Group Aids|here]]
  
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===== Editing Users Group =====
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=====Editing Users Group=====
 
[[File:Editing Users Group.png|center|thumb|867x867px|Editing Users Group]]
 
[[File:Editing Users Group.png|center|thumb|867x867px|Editing Users Group]]
 
{| class="wikitable"
 
{| class="wikitable"
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*When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
 
*When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
 +
*For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found [[Users Group Aids|here]]
  
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===== Users Group Record Option =====
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=====Users Group Record Option=====
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[[File:Users Group Record Option.png|center|thumb|Users Group Record Option]]
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[[File:Users Group Record Option.png|center|thumb|Users Group Record Option]]Notes
  
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Notes:
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*For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found [[Users Group Aids|here]]
  
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*User group is a required field when creating and editing the user record. The user group can be used if the status is "ACTIVE"
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=====Users Group View Record=====
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−
===== Users Group View Record =====
 
 
[[File:Users Group View Record.png|center|thumb|Users Group View Record]]
 
[[File:Users Group View Record.png|center|thumb|Users Group View Record]]
 
Notes:
 
Notes:
  
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*The User can edit and modify the restrictions of each modules of the User Group while viewing it.<br />
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*The User can edit and modify the restrictions of each modules of the User Group while viewing it.
 +
*For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found [[Users Group Aids|here]]
 +
 
 +
{| class="wikitable"
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|+Categories:
 +
! colspan="2" |'''Modules'''
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|- style="height:25px;"
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Account Class]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Branch]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Budget]]<nowiki> | </nowiki>[[Budget Center]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Exchange Rate]]<nowiki> | </nowiki>[[Fixed Asset Class]]<nowiki> | </nowiki>[[Fixed Asset Master]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Proforma]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Sales Person]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Terms]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Warehouse]]
 +
|-
 +
|Sales
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|[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Purchase
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|[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Requisition]]<nowiki> | </nowiki>[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Receipt]]
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|-
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|Financials
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|[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]<nowiki> | </nowiki>[[Credit Memo]]<nowiki> | </nowiki>[[Credit Voucher]]<nowiki> | </nowiki>[[Debit Memo]]<nowiki> | </nowiki>[[Debit Voucher]]<nowiki> | </nowiki>[[Depreciation Run]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Journal Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]<nowiki> | </nowiki>[[Petty Cash]]<nowiki> | </nowiki>[[Receipt Voucher]]
 +
|-
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|Inventory
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|[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Stock Transfer]]<nowiki> | </nowiki>[[Sales Return]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Maintenance Aids
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|[[Account Codes Aids]]<nowiki> | </nowiki>[[ATC Codes Aids]]<nowiki> | </nowiki>[[Bank Aids]]<nowiki> | </nowiki>[[Branch Aids]]<nowiki> | </nowiki>[[Brand Aids]]<nowiki> | </nowiki>[[Budget Aids]]<nowiki> | </nowiki>[[Budget Center Aids]]<nowiki> | </nowiki>[[Chart of Accounts Aids]]<nowiki> | </nowiki>[[Company Aids]]<nowiki> | </nowiki>[[Currency Aids]]<nowiki> | </nowiki>[[Customer Aids]]<nowiki> | </nowiki>[[Exchange Rate Aids]]<nowiki> | </nowiki>[[Fixed Asset Class Aids]]<nowiki> | </nowiki>[[Fixed Asset Master Aids]]<nowiki> | </nowiki>[[Item Class Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Item Type Aids]]<nowiki> | </nowiki>[[Position Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Proforma Aids]]<nowiki> | </nowiki>[[Project Aids]]<nowiki> | </nowiki>[[Sales Person Aids]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Terms Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Users Aids]]<nowiki> | </nowiki>[[Users Group Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
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|-
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|Sales Aids
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|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
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|-
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|Purchase Aids
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|[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
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|-
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|Financials Aids
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|[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Credit Memo Aids]]<nowiki> | </nowiki>[[Credit Voucher Aids]]<nowiki> | </nowiki>[[Debit Memo Aids]]<nowiki> | </nowiki>[[Debit Voucher Aids]]<nowiki> | </nowiki>[[Depreciation Run Aids]]<nowiki> | </nowiki>[[Disbursement Voucher Aids]]<nowiki> | </nowiki>[[Journal Voucher Aids]]<nowiki> | </nowiki>[[Payment Voucher Aids]]<nowiki> | </nowiki>[[Petty Cash Aids]]<nowiki> | </nowiki>[[Receipt Voucher Aids]]
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|-
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|Inventory Aids
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|[[Inventory Adjustment Aids]]<nowiki> | </nowiki>[[Inventory Inquiry Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]]<nowiki> | </nowiki>[[Purchase Return Aids]]<nowiki> | </nowiki>[[Stock Transfer Aids]]<nowiki> | </nowiki>[[Sales Return Aids]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
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|-
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|Financial Statements
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|[[Balance Sheet]]<nowiki> | </nowiki>[[Income Statement]]<nowiki> | </nowiki>[[General Ledger]]<nowiki> | </nowiki>[[General Journal]]<nowiki> | </nowiki>[[Trial Balance]]<nowiki> | </nowiki>[[Statement of Account]]<nowiki> | </nowiki>[[Accounts Receivable Aging]]<nowiki> | </nowiki>[[AR Detailed Report]]<nowiki> | </nowiki>[[AR Transaction Report]]<nowiki> | </nowiki>[[Accounts Receivable Aging]]<nowiki> | </nowiki>[[AP Detailed Report]]<nowiki> | </nowiki>[[AR Transaction Report]]<nowiki> | </nowiki>[[Accounts Payable Aging]]<nowiki> | </nowiki>[[AP Detailed Report]]<nowiki> | </nowiki>[[AP Transaction Report]]<nowiki> | </nowiki>[[Cash Position]]<nowiki> | </nowiki>[[Check List]]<nowiki> | </nowiki>[[Deposit List]]<nowiki> | </nowiki>[[Collection Register]]
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|-
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|Sales Reports
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|[[Sales Person Report]]<nowiki> | </nowiki>[[Stock Ledger]]<nowiki> | </nowiki>[[Sales Report]]<nowiki> | </nowiki>[[Sales Register]]<nowiki> | </nowiki>[[Sales per Warehouse]]<nowiki> | </nowiki>[[Sales per Customer]]<nowiki> | </nowiki>[[Sales per Stock]]<nowiki> | </nowiki>[[Sales Transfer per Stock]]<nowiki> | </nowiki>[[Sales per Item]]<nowiki> | </nowiki>[[Sales per Category]]<nowiki> | </nowiki>[[Sales per Category]]<nowiki> | </nowiki>[[Sales Top Item]]<nowiki> | </nowiki>[[Returns per Customer]]
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|-
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|Tax Reports
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|[[Sales Journal]]<nowiki> | </nowiki>[[Purchase Journal]]<nowiki> | </nowiki>[[VAT Summary]]<nowiki> | </nowiki>[[BIR Form 2550M]]<nowiki> | </nowiki>[[BIR Form 2550Q]]<nowiki> | </nowiki>[[BIR Form 0619-E]]<nowiki> | </nowiki>[[BIR Form 1601E-Q]]<nowiki> | </nowiki>[[BIR Form 1604E]]<nowiki> | </nowiki>[[Sales Relief]]<nowiki> | </nowiki>[[SAWT|Summary Alphalist of Withholding Taxes]]
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|-
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|Parts and Services Reports
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|[[Detailed Parts and Services Sales Report]]<nowiki> | </nowiki>[[After Sales Status Report]]
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|-
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|Purchase Reports
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|[[Purchase Report]]<nowiki> | </nowiki>[[Average Cost]]
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|-
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|Landed Cost Reports
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|[[Landed Cost]]<nowiki> | </nowiki>[[Job Report]]
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|-
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|Fixed Asset Reports
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|[[Asset Depreciation]]<nowiki> | </nowiki>[[Asset History]]<nowiki> | </nowiki>[[Asset Master List]]<nowiki> | </nowiki>[[Asset Transaction]]
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|-
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|Budget Reports
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|[[Budget Variance Report]]
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|}

Revision as of 14:28, 29 January 2021


Users Group

This maintenance screen allows the user to configure and add User Group on a specific User. This is also use to restrict the specific modules that a specific user can use.

Users Group Record List
File:Users Group Record List.png
Users Group Record List

Notes:

  • User group is a required field when creating and editing the user record. The user group can be used if the status is ACTIVE
Adding Users Group
File:Adding Users Group.png
Adding Users Group
Field Description Expected Values
1.Group Name •Desired Name for Users Group •Alphanumeric
2.Group Desc •Description for Users Group •Alphanumeric
3.Dashboard View •Allowing the Users Group to view or hide the Dashboard •Tick/Untick
4.Modules •Allowing the Users Group to view or hide the functions on each module •Tick/Untick

Notes:

  • When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
  • For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found here
Editing Users Group
File:Editing Users Group.png
Editing Users Group
Field Description Expected Values
1.Group Name •Desired Name for Users Group •Alphanumeric
2.Group Desc •Description for Users Group •Alphanumeric
3.Dashboard View •Allowing the Users Group to view or hid the Dashboard •Tick/Untick
4.Modules •Allowing the Users Group to view or hid the functions on each module •Tick/Untick

Notes:

  • When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
  • For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found here
Users Group Record Option
File:Users Group Record Option.png
Users Group Record Option

Notes

  • For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found here
Users Group View Record
File:Users Group View Record.png
Users Group View Record

Notes:

  • The User can edit and modify the restrictions of each modules of the User Group while viewing it.
  • For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found here
Categories:
Modules
Maintenance Maintenance | Account Class | Account Codes | ATC Code | Bank | Branch | Brand | Budget | Budget Center | Chart of Account | Company | Currency | Customer | Exchange Rate | Fixed Asset Class | Fixed Asset Master | Item Class | Item Master | Item Type | Position | Price List | Proforma | Project | Sales Person | Supplier | Tax | Terms | Unit of Measure | Users | Users Group | Warehouse
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Purchase Import Purchase Order | Purchase Requisition | Purchase Order | Purchase Receipt
Financials Accounts Payable | Accounts Receivable | Credit Memo | Credit Voucher | Debit Memo | Debit Voucher | Depreciation Run | Disbursement Voucher | Journal Voucher | Payment Voucher | Petty Cash | Receipt Voucher
Inventory Inventory Adjustment | Inventory Inquiry | Inventory Movement | Purchase Return | Stock Transfer | Sales Return
Job Aid Modules
Maintenance Aids Account Codes Aids | ATC Codes Aids | Bank Aids | Branch Aids | Brand Aids | Budget Aids | Budget Center Aids | Chart of Accounts Aids | Company Aids | Currency Aids | Customer Aids | Exchange Rate Aids | Fixed Asset Class Aids | Fixed Asset Master Aids | Item Class Aids | Item Master Aids | Item Type Aids | Position Aids | Price List Aids | Proforma Aids | Project Aids | Sales Person Aids | Supplier Aids | Tax Aids | Terms Aids | Unit of Measure Aids | Users Aids | Users Group Aids | Warehouse Aids
Sales Aids Sales Quotation Aids | Sales Order Aids | Delivery Receipt Aids | Sales Invoice Aids
Purchase Aids Import Purchase Order Aid | Purchase Requisition Aid | Purchase Order Aid | Purchase Receipt Aid
Financials Aids Accounts Payable Aids | Accounts Receivable Aids | Credit Memo Aids | Credit Voucher Aids | Debit Memo Aids | Debit Voucher Aids | Depreciation Run Aids | Disbursement Voucher Aids | Journal Voucher Aids | Payment Voucher Aids | Petty Cash Aids | Receipt Voucher Aids
Inventory Aids Inventory Adjustment Aids | Inventory Inquiry Aids | Inventory Movement Aids | Purchase Return Aids | Stock Transfer Aids | Sales Return Aids
Reports Aid
Financial Statements Balance Sheet | Income Statement | General Ledger | General Journal | Trial Balance | Statement of Account | Accounts Receivable Aging | AR Detailed Report | AR Transaction Report | Accounts Receivable Aging | AP Detailed Report | AR Transaction Report | Accounts Payable Aging | AP Detailed Report | AP Transaction Report | Cash Position | Check List | Deposit List | Collection Register
Sales Reports Sales Person Report | Stock Ledger | Sales Report | Sales Register | Sales per Warehouse | Sales per Customer | Sales per Stock | Sales Transfer per Stock | Sales per Item | Sales per Category | Sales per Category | Sales Top Item | Returns per Customer
Tax Reports Sales Journal | Purchase Journal | VAT Summary | BIR Form 2550M | BIR Form 2550Q | BIR Form 0619-E | BIR Form 1601E-Q | BIR Form 1604E | Sales Relief | Summary Alphalist of Withholding Taxes
Parts and Services Reports Detailed Parts and Services Sales Report | After Sales Status Report
Purchase Reports Purchase Report | Average Cost
Landed Cost Reports Landed Cost | Job Report
Fixed Asset Reports Asset Depreciation | Asset History | Asset Master List | Asset Transaction
Budget Reports Budget Variance Report
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