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Difference between revisions of "Maintenance"
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| − | [[Account Codes | + | [[Account Codes]]| [[ATC Code|ATC Codes]] | [[Bank]]<nowiki> | </nowiki>[[Branch]]<nowiki> | </nowiki>[[Brand]] | [[Budget]]<nowiki> | </nowiki>[[Budget Center]]<nowiki> | </nowiki>[[Chart of Account|Chart of Accounts]]<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]] | [[Position]] | [[Price List]]<nowiki> | </nowiki>[[Proforma Aids|Proforma]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Sales Person]]<nowiki> | </nowiki>[[Supplier]] | [[Tax]]<nowiki> | </nowiki>[[Terms]]<nowiki> | </nowiki>[[Unit of Measure]] | [[Users]] | [[Users Group]]<nowiki> | </nowiki>[[Warehouse]] |
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Revision as of 12:02, 13 April 2021
Account Codes| ATC Codes | Bank | Branch | Brand | Budget | Budget Center | Chart of Accounts | 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
Maintenance Module
Allows the user to modify the data, information needed to establish his business accounting entries.
| Module | Description |
|---|---|
| 1. Account Class | List of Account Class and Codes |
| 2. Account Codes | This maintenance screen allows users to configure accounting entry preferences for transactions. |
| 3. ATC Code | Alphanumber Tax Codes or ATC Codes or ATCs are codes used to identify the type of tax that has to be paid. |
| 4. Bank | This maintenance screen allows users to configure and add the Bank that they will used in transaction. |
| 5. Bill of Materials | This maintenance screen allows users to add and configure Bill of Materials on items to be used in transaction. |
| 6. Branch | This maintenance screen allows users to add and configure Branches of their firms. |
| 7. Brand | This maintenance screen allows users to add and configure Brand for their items. |
| 8. Budget | This maintenance screen allows users to add and configure Budget based from the Budget Centers created. |
| 9. Budget Center | This maintenance screen allows users to add and configure Budget Centers for their item list. |
| 10. Chart of Account | A chart of accounts is a list of the categories used by an organization to classify and distinguish financial assets, liabilities, and transactions |
| 11. Company | This maintenance screen allows users to configure the details of their Company. |
| 12. Currency | This maintenance screen allows users to configure and add the currencies that will be used on their transaction. |
| 13. Customer | This maintenance screen allows users to configure and add customers that will be used on their transactions |
| 14. Exchange Rate | This maintenance screen allows the users to configure the exchange rate of the specific currency. |
| 15. Fixed Asset Class | This maintenance screen allows the users to configure and add Asset Class for their General Ledger Accounts. |
| 16. Fixed Asset Master | This maintenance screen allows the users to configure Fixed assets master data records for asset transactions. |
| 17. Item Class | This maintenance screen allows the users to configure the item class to be used on categorizing their items. |
| 18. Item Master | This maintenance screen allows the users to configure and add items to be used on their transaction. |
| 19. Item Master | This maintenance screen allows the users to configure and add item group and type on their items. |
| 20. Mail Configuration | This maintenance screen allows the user to configure their mail when sending information to their client or any activity that is made related on the client. |
| 21. Position | This maintenance screen allows the users to configure the position of the other users that will be using the system. |
| 22. Price List | This maintenance screen allows the users to configure the prices of the items to be used in their transaction |
| 23. Proforma | This maintenance screen allows the users to configure and add the proforma for specific transaction types. |
| 24. Project | This maintenance screen allows the user to configure and add projects for specific transactions. |
| 25. Sales Person | This maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions. |
| 26. Supplier | This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions |
| 27. Tax | This maintenance screen allows the user to configure and add tax types to be used on their transactions. |
| 28. Terms | This maintenance screen allows the user to configure and add terms on specific modules on their system. |
| 29. Unit of Measure | This maintenance screen allows the user to configure and add Unit of measure on the items. |
| 30. Users | This maintenance screen allows the user to configure and add Users that can use their system. |
| 31. 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. |
| 32. Warehouse | This maintenance screen allows the user to configure and add Warehouse to be used when adjusting, transferring stocks to be used on their transactions. |
| 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 |
| 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 |