Difference between revisions of "Currency"

Line 15: Line 15:
 
=====Adding Currency=====
 
=====Adding Currency=====
  
#Go to Maintenance then click [[Currency]]
+
#Click [[Currency]] under Maintenance Menu
#Click '''Add Currency''' Button
+
#Under Currency Screen, Click '''Add Currency'''
 
#Fill out the necessary fields then click '''Save.'''
 
#Fill out the necessary fields then click '''Save.'''
  
Line 52: Line 52:
  
 
#Go to Maintenance then click [[Currency]]
 
#Go to Maintenance then click [[Currency]]
#Select a Currency that needs an update. Click the drop-down arrow then choose '''Edit.'''
+
#Select a Currency record that needs to update its details. Click the drop-down arrow then choose '''Edit.'''
#Update the fields then click '''Save.'''
+
#Update the necessary fields then click '''Save.'''
  
 
[[File:Maintenance - Currency - Edit.png|border|center|1500x1500px]]
 
[[File:Maintenance - Currency - Edit.png|border|center|1500x1500px]]

Revision as of 11:31, 24 March 2022

Currency

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

Currency Record List
Maintenance - Currency - Record List.png


Adding Currency
  1. Click Currency under Maintenance Menu
  2. Under Currency Screen, Click Add Currency
  3. Fill out the necessary fields then click Save.
Maintenance - Currency - Add.png


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.
Viewing Currency
  1. Go to Maintenance then click Currency
  2. Select a Currency record that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to edit the Currency record upon viewing it
Maintenance - Currency - View.png


Editing Currency
  1. Go to Maintenance then click Currency
  2. Select a Currency record that needs to update its details. Click the drop-down arrow then choose Edit.
  3. Update the necessary fields then click Save.
Maintenance - Currency - Edit.png


Field Description Expected Output
1.Currency Name •Name of Currency •Text

Notes:

  • Currency Code is a unique field, it cannot be edited once created.
Activating Currency Record

Currency can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Currency - Activate1.png


  • Using Activate Button for activating multiple record.
Maintenance - Currency - Activate2.png


Deactivating Currency Record

Currency can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Currency - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Currency - Deactivate2.png


Deleting Currency Record

Currency can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Currency - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Currency - Delete2.png


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