Discussion

Difference between revisions of "Currency"

 
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'''Currency'''
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<div style="text-align: center;">
 +
[[Maintenance]] | [[Exchange Rate]]
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</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.
+
=====Currency Record List=====
 +
[[File:Maintenance - Currency - Record List.png|border|center|1500x1500px]]
 +
<br />
  
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'''Currency Record List'''
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*Currency can be used on [[Payment Voucher]], [[Import Purchase Order]], [[Debit Voucher]], [[Accounts Payable]] and when assigning [[Exchange Rate]]
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[[File:Currency Record List.png|center|thumb|Currency Record List]]
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**This can be used as long as the Currency status is still '''ACTIVE'''
 +
***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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* Currency can be used on Payment Voucher, Import Purchase Order, Debit Voucher and when assigning exchange rate
+
=====Adding Currency=====
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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.
 
  
 +
#Click [[Currency]] under Maintenance Menu
 +
#Under Currency Screen, Click '''Add Currency'''
 +
#Fill out the necessary fields then click '''Save.'''
  
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'''Adding Currency'''
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[[File:Maintenance - Currency - Add.png|border|center|1500x1500px]]
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[[File:Adding Currency.png|center|thumb|773x773px|Adding Currency]]
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<br />
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{| class="wikitable"
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{| class="wikitable" style="margin: auto;"
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!Field
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!'''Field'''
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!Description
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!'''Description'''
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!Expected Output
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!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field'''
 
|-
 
|-
 
|1.Currency Code
 
|1.Currency Code
 
|•Reference Code for Currency
 
|•Reference Code for Currency
 
|•Alphanumeric
 
|•Alphanumeric
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| style="vertical-align:middle;text-align:center;" |Special Characters
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| 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
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|•Alphanumeric
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| 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'''  
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[[File:Editing Currency.png|center|thumb|776x776px|Editing Currency]]
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{| class="wikitable"
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Notes:
−
!Field
+
 
−
!Description
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*Currency Code is a unique field, it cannot be edited once created.
−
!Expected Output
+
 
 +
=====Viewing Currency=====
 +
 
 +
#Go to Maintenance then click [[Currency]]
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#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 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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|1.Currency Name
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|2.Currency Name
 
|•Name of Currency
 
|•Name of Currency
−
|•Text
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|•Alphanumeric
 +
| 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
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|}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>=====
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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]]
 +
<br />
 +
 
 +
*Using Activate Button for activating multiple record.
 +
 
 +
[[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]]
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<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>=====
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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=====
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{| 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
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! 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;" |☑
 
|}
 
|}
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'''Currency Record Option'''
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Notes:
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[[File:Currency Record Option.png|center|thumb|Currency Record Option]]
 
  
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*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.
  
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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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|-
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|Purchase
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|[[Import Purchase Order]]
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|-
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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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