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Difference between revisions of "Currency"

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<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Maintenance]] | [[Currency Aids]] | [[Exchange Rate]]
+
[[Maintenance]] | [[Exchange Rate]]
 
</div>
 
</div>
 
==Currency==
 
==Currency==
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=====Currency Record List=====
 
=====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]], [[Accounts Payable]] and when assigning [[Exchange Rate]]
 
*Currency can be used on [[Payment Voucher]], [[Import Purchase Order]], [[Debit Voucher]], [[Accounts Payable]] and when assigning [[Exchange Rate]]
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=====Adding Currency=====
 
=====Adding Currency=====
−
[[File:Adding Currency.png|center|thumb|773x773px|Adding Currency]]
+
 
−
{| class="wikitable"
+
# Go to Maintenance then click [[Currency]]
 +
# Click '''Add Currency''' Button
 +
# Fill out the necessary fields then click '''Save.'''
 +
 
 +
{| class="wikitable" style="margin: auto;"
 
!Field
 
!Field
 
!Description
 
!Description
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Notes:
 
Notes:
  
−
*For detailed instructions on how to create a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]]
+
*Currency Code is a unique field, it cannot be edited once created.
  
 
=====Editing Currency=====
 
=====Editing Currency=====
−
[[File:Editing Currency.png|center|thumb|776x776px|Editing Currency]]
+
 
−
{| class="wikitable"
+
# Go to Maintenance then click [[Currency]]
 +
# Select a Currency that needs an update. Click the drop-down arrow then choose '''Edit.'''
 +
# Update the fields then click '''Save.'''
 +
 
 +
{| class="wikitable" style="margin: auto;"
 
!Field
 
!Field
 
!Description
 
!Description
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|}Notes:
 
|}Notes:
  
−
*For detailed instructions on how to edit a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]]
+
*Currency Code is a unique field, it cannot be edited once created.
  
−
<br />
 
 
=====Currency Record Option=====
 
=====Currency Record Option=====
−
[[File:Currency Record Option.png|center|thumb|Currency Record Option]]Notes:
+
{| 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;" |Actions Available base on Currency Record Status
−
*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]]
+
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
−
 
+
! style="background-color:rgb(234, 236, 240);text-align:center;" |View
−
=====Currency View Record=====
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
−
[[File:Currency View Record.png|center|thumb|Currency View Record]]Notes:
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
−
 
+
! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
−
*The user can edit the Currency when viewing its details.
+
! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''ACTIVE'''
 +
| 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;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''INACTIVE'''
 +
| 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;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|}
 +
Notes:
  
−
*For detailed instructions on how to create a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]]
+
*The user can edit the Currency when viewing its details
 +
*The Currency record cannot be deleted once it is used in a transaction or in other modules.
 +
*The base Currency cannot be deactivate or activate once used.
 +
*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 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.
  
−
{| class="wikitable"
+
{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
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|-
 
|-
 
|Financials
 
|Financials
−
|[[Accounts Payable]]<nowiki> | </nowiki>[[Debit Memo]]<nowiki> | </nowiki>[[Debit Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]
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|[[Accounts Payable]]<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
 
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|[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Debit Memo Aids]]<nowiki> | </nowiki>[[Debit Voucher Aids]]<nowiki> | </nowiki>[[Payment Voucher Aids]]
 
 
|}
 
|}

Revision as of 11:40, 20 December 2021

Currency

This maintenance screen allows users to configure and add the currencies that will be used on their transaction.

Currency Record List
Adding Currency
  1. Go to Maintenance then click Currency
  2. Click Add Currency Button
  3. Fill out the necessary fields then click Save.
Field Description Expected Output
1.Currency Code •Reference Code for Currency •Alphanumeric
2.Currency Name •Name of Currency •Text

Notes:

  • Currency Code is a unique field, it cannot be edited once created.
Editing Currency
  1. Go to Maintenance then click Currency
  2. Select a Currency that needs an update. Click the drop-down arrow then choose Edit.
  3. Update the fields then click Save.
Field Description Expected Output
1.Currency Name •Name of Currency •Text

Notes:

  • Currency Code is a unique field, it cannot be edited once created.
Currency Record Option
Actions Available base on Currency Record Status
Status View Edit Deactivate Activate Delete
ACTIVE ☑ ☑ ☑ ☑
INACTIVE ☑ ☑ ☑ ☑

Notes:

  • The user can edit the Currency when viewing its details
  • The Currency record cannot be deleted once it is used in a transaction or in other modules.
  • The base Currency cannot be deactivate or activate once used.
  • 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 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.
Categories:
Modules
Maintenance Maintenance | Currency | Exchange Rate
Purchase Import Purchase Order
Financials Accounts Payable | Debit Voucher | Payment Voucher
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