Discussion

Difference between revisions of "Currency"

 
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== Currency ==
+
<div style="text-align: center;">
 +
[[Maintenance]] | [[Exchange Rate]]
 +
</div>
 +
==Currency==
 
This maintenance screen allows users to configure and add the currencies that will be used on their transaction.
 
This maintenance screen allows users to configure and add the currencies that will be used on their transaction.
  
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===== Currency Record List =====
+
=====Currency Record List=====
−
[[File:Currency Record List.png|center|thumb|Currency Record List]]
+
[[File:Maintenance - Currency - Record List.png|border|center|1500x1500px]]
 +
<br />
  
−
*Currency can be used on Payment Voucher, Import Purchase Order, Debit Voucher 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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**This can be used as long as the Currency status is still "ACTIVE"
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**This can be used as long as the Currency status is still '''ACTIVE'''
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***The currency cannot be used in the transactions if it is in "INACTIVE" status but can still be used in old transactions.
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***The currency cannot be used in the transactions if it is in '''INACTIVE''' status but can still be used in old transactions.
  
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===== Adding Currency =====
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=====Adding Currency=====
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[[File:Adding Currency.png|center|thumb|773x773px|Adding Currency]]
+
 
−
{| class="wikitable"
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#Click [[Currency]] under Maintenance Menu
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!Field
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#Under Currency Screen, Click '''Add Currency'''
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!Description
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#Fill out the necessary fields then click '''Save.'''
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!Expected Output
+
 
 +
[[File:Maintenance - Currency - Add.png|border|center|1500x1500px]]
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<br />
 +
{| class="wikitable" style="margin: auto;"
 +
!'''Field'''
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!'''Description'''
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!'''Allowed Inputs'''
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!'''Restricted Inputs'''
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!'''Character Limit'''
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!'''Required Field'''
 
|-
 
|-
 
|1.Currency Code
 
|1.Currency Code
 
|•Reference Code for Currency
 
|•Reference Code for Currency
 
|•Alphanumeric
 
|•Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" |Special Characters
 +
| style="vertical-align:middle;text-align:center;" |3
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| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Currency Name
 
|2.Currency Name
 
|•Name of Currency
 
|•Name of Currency
−
|•Text
+
|•Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |15
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|}
 
|}
  
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===== Editing Currency =====
+
 
−
[[File:Editing Currency.png|center|thumb|776x776px|Editing Currency]]
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Notes:
−
{| class="wikitable"
+
 
−
!Field
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*Currency Code is a unique field, it cannot be edited once created.
−
!Description
+
 
−
!Expected Output
+
=====Viewing Currency=====
 +
 
 +
#Go to Maintenance then click [[Currency]]
 +
#Select a Currency record that needs to view its details. Click the drop-down arrow then click View.
 +
#The user has an option to edit the Currency record upon viewing it
 +
 
 +
[[File:Maintenance - Currency - View.png|border|center|1500x1500px]]
 +
 
 +
 
 +
=====Editing Currency=====
 +
 
 +
#Go to Maintenance then click [[Currency]]
 +
#Select a Currency record that needs to update its details. Click the drop-down arrow then choose '''Edit.'''
 +
#Update the necessary fields then click '''Save.'''
 +
 
 +
[[File:Maintenance - Currency - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field'''
 
|-
 
|-
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|1.Currency Name
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|1.Currency Code
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|•Reference Code for Currency
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| style="vertical-align:middle;text-align:center;" |N/A
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
|-
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|2.Currency Name
 
|•Name of Currency
 
|•Name of Currency
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|•Text
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|•Alphanumeric
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |15
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|}Notes:
 +
 
 +
*Currency Code is a unique field, it cannot be edited once created.
 +
 
 +
=====<span class="mw-headline" id="Activating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Currency Record</span></span></span></span></span></span></span>=====
 +
Currency can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 
 +
[[File:Maintenance - Currency - Activate1.png|border|center|1500x1500px]]
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<br />
 +
 
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*Using Activate Button for activating multiple record.
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 +
[[File:Maintenance - Currency - Activate2.png|border|center|1500x1500px]]
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<br />
 +
 
 +
=====<span class="mw-headline" id="Deactivating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Currency Record</span></span></span></span></span></span></span>=====
 +
Currency can be deactivated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 
 +
[[File:Maintenance - Currency - Deactivate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Deactivate Button for deactivating multiple record
 +
 
 +
[[File:Maintenance - Currency - Deactivate2.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====<span class="mw-headline" id="Deleting_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Currency Record</span></span></span></span></span></span></span>=====
 +
Currency can be deleted in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deletion
 +
 
 +
[[File:Maintenance - Currency - Delete1.png|border|center|1500x1500px]]
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<br />
 +
 
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*Using Delete Button for deleting multiple record
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 +
[[File:Maintenance - Currency - Delete2.png|border|center|1500x1500px]]
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<br />
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=====Currency Record Option=====
 +
{| 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;"
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|+ 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
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
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! style="background-color:rgb(234, 236, 240);text-align:center;" |View
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
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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
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
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|- style="box-sizing: inherit;"
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| style="" |'''ACTIVE'''
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |
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| style="vertical-align:middle;text-align:center;" |☑
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|- style="box-sizing: inherit;"
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| style="" |'''INACTIVE'''
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
 
|}
 
|}
 +
Notes:
  
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===== Currency Record Option =====
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*The user can edit the Currency when viewing its details
−
[[File:Currency Record Option.png|center|thumb|Currency Record Option]]
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*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.
  
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=====  Currency View Record =====
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{| class="wikitable" style="margin: auto;"
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[[File:Currency View Record.png|center|thumb|Currency View Record]]Notes:
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|+Categories:
−
 
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! colspan="2" |'''Modules'''
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*The user can edit the Currency when viewing its details.
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|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Exchange Rate]]
 +
|-
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|Purchase
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|[[Import Purchase Order]]
 +
|-
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|Financials
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|[[Accounts Payable]]<nowiki> | </nowiki>[[Debit Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]
 +
|}
 +
[[Category:Maintenance]]

Latest revision as of 12:05, 12 April 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 Allowed Inputs Restricted Inputs Character Limit Required Field
1.Currency Code •Reference Code for Currency •Alphanumeric Special Characters 3 Yes
2.Currency Name •Name of Currency •Alphanumeric None 15 Yes


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 Allowed Inputs Restricted Inputs Character Limit Required Field
1.Currency Code •Reference Code for Currency N/A N/A N/A N/A
2.Currency Name •Name of Currency •Alphanumeric None 15 Yes

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
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