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Difference between revisions of "Users Group"
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*The User can edit and modify the restrictions of each modules of the User Group while viewing it. | *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]] | *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" | {| class="wikitable" | ||
| Line 95: | Line 96: | ||
|Inventory | |Inventory | ||
|[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Stock Transfer]]<nowiki> | </nowiki>[[Sales Return]] | |[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Stock Transfer]]<nowiki> | </nowiki>[[Sales Return]] | ||
| + | |- | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])''' | ||
| + | |- | ||
| + | |Financial Statements | ||
| + | |[[Balance Sheet]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Income Statement]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[General Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[General Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Trial Balance]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Statement of Account]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Accounts Receivable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Transaction Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Accounts Receivable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Transaction Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Accounts Payable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Transaction Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Cash Position]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Check List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Deposit List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Collection Register]] | ||
| + | |- | ||
| + | |Sales Reports | ||
| + | |[[Sales Person Report&action=view|Sales Person Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Stock Ledger&action=view|Stock Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer]] | ||
| + | |- | ||
| + | |Tax Reports | ||
| + | |[[Sales Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Purchase Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[VAT Summary]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 2550M]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 2550Q]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 0619-E]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 1601E-Q]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 1604E]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Relief]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[SAWT|Summary Alphalist of Withholding Taxes]] | ||
| + | |- | ||
| + | |Parts and Service Reports | ||
| + | |[[Detailed Parts and Services Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[After Sales Status Report]] | ||
| + | |- | ||
| + | |Purchase Reports | ||
| + | |[[Purchase Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Average Cost]] | ||
| + | |- | ||
| + | |Landed Cost Reports | ||
| + | |[[Landed Cost]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Job Report]] | ||
| + | |- | ||
| + | |Fixed Asset Reports | ||
| + | |[[Asset Depreciation]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Asset History]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Asset Master List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Asset Transaction]] | ||
| + | |- | ||
| + | |Budget Reports | ||
| + | |[[Budget Variance Report]] | ||
|- | |- | ||
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| Line 116: | Line 143: | ||
|- | |- | ||
|Financial Statements | |Financial Statements | ||
| − | |[[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]] | + | |[[Balance Sheet Aids]]<nowiki> | </nowiki>[[Income Statement Aids]]<nowiki> | </nowiki>[[General Ledger Aids]]<nowiki> | </nowiki>[[General Journal Aids]]<nowiki> | </nowiki>[[Trial Balance Aids]]<nowiki> | </nowiki>[[Statement of Account Aids]]<nowiki> | </nowiki>[[Accounts Receivable Aging Aids]]<nowiki> | </nowiki>[[AR Detailed Report Aids]]<nowiki> | </nowiki>[[AR Transaction Report Aids]]<nowiki> | </nowiki>[[Accounts Receivable Aging Aids]]<nowiki> | </nowiki>[[AP Detailed Report Aids]]<nowiki> | </nowiki>[[AR Transaction Report Aids]]<nowiki> | </nowiki>[[Accounts Payable Aging Aids]]<nowiki> | </nowiki>[[AP Detailed Report Aids]]<nowiki> | </nowiki>[[AP Transaction Report Aids]]<nowiki> | </nowiki>[[Cash Position Aids]]<nowiki> | </nowiki>[[Check List Aids]]<nowiki> | </nowiki>[[Deposit List Aids]]<nowiki> | </nowiki>[[Collection Register Aids]] |
|- | |- | ||
|Sales Reports | |Sales Reports | ||
| − | |[[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]] | + | |[[Sales Person Report Aids]]<nowiki> | </nowiki>[[Stock Ledger Aids]]<nowiki> | </nowiki>[[Sales Report Aids]]<nowiki> | </nowiki>[[Sales Register Aids]]<nowiki> | </nowiki>[[Sales per Warehouse Aids]]<nowiki> | </nowiki>[[Sales per Customer Aids]]<nowiki> | </nowiki>[[Sales per Stock Aids]]<nowiki> | </nowiki>[[Sales Transfer per Stock Aids]]<nowiki> | </nowiki>[[Sales per Item Aids]]<nowiki> | </nowiki>[[Sales per Category Aids]]<nowiki> | </nowiki>[[Sales per Category Aids]]<nowiki> | </nowiki>[[Sales Top Item Aids]]<nowiki> | </nowiki>[[Returns per Customer Aids]] |
|- | |- | ||
|Tax Reports | |Tax Reports | ||
| − | |[[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]] | + | |[[Sales Journal Aids]]<nowiki> | </nowiki>[[Purchase Journal Aids]]<nowiki> | </nowiki>[[VAT Summary Aids]]<nowiki> | </nowiki>[[BIR Form 2550M Aids]]<nowiki> | </nowiki>[[BIR Form 2550Q Aids]]<nowiki> | </nowiki>[[BIR Form 0619-E Aids]]<nowiki> | </nowiki>[[BIR Form 1601E-Q Aids]]<nowiki> | </nowiki>[[BIR Form 1604E Aids]]<nowiki> | </nowiki>[[Sales Relief Aids]]<nowiki> | </nowiki>[[SAWT Aids|Summary Alphalist of Withholding Taxes]] |
|- | |- | ||
|Parts and Services Reports | |Parts and Services Reports | ||
| − | |[[Detailed Parts and Services Sales Report]]<nowiki> | </nowiki>[[After Sales Status Report]] | + | |[[Detailed Parts and Services Sales Report Aids]]<nowiki> | </nowiki>[[After Sales Status Report Aids]] |
|- | |- | ||
|Purchase Reports | |Purchase Reports | ||
| − | |[[Purchase Report]]<nowiki> | </nowiki>[[Average Cost]] | + | |[[Purchase Report Aids]]<nowiki> | </nowiki>[[Average Cost Aids]] |
|- | |- | ||
|Landed Cost Reports | |Landed Cost Reports | ||
| − | |[[Landed Cost]]<nowiki> | </nowiki>[[Job Report]] | + | |[[Landed Cost Aids]]<nowiki> | </nowiki>[[Job Report Aids]] |
|- | |- | ||
|Fixed Asset Reports | |Fixed Asset Reports | ||
| − | |[[Asset Depreciation]]<nowiki> | </nowiki>[[Asset History]]<nowiki> | </nowiki>[[Asset Master List]]<nowiki> | </nowiki>[[Asset Transaction]] | + | |[[Asset Depreciation Aids]]<nowiki> | </nowiki>[[Asset History Aids]]<nowiki> | </nowiki>[[Asset Master List Aids]]<nowiki> | </nowiki>[[Asset Transaction Aids]] |
|- | |- | ||
|Budget Reports | |Budget Reports | ||
| − | |[[Budget Variance Report]] | + | |[[Budget Variance Report Aids]] |
|} | |} | ||
Revision as of 12:25, 2 February 2021
Contents
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