Discussion

Difference between revisions of "Proforma"

 
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Line 1: Line 1:
 
<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Maintenance]] | [[Proforma Aids]] | [[Account Codes|Account Code]] | [[Users Group]]
+
[[Maintenance]] | [[Chart of Account]]
 
</div>
 
</div>
 
==Proforma==
 
==Proforma==
 
This maintenance screen allows the users to configure and add the proforma for specific transaction types.
 
This maintenance screen allows the users to configure and add the proforma for specific transaction types.
 +
=====Requirements before using Proforma=====
 +
 +
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Proforma]]
 +
*#[[Chart of Account]]
  
 
=====Proforma Record List=====
 
=====Proforma Record List=====
−
[[File:Proforma Record List.png|center|thumb|Proforma Record List]]Notes:
+
[[File:Maintenance - Proforma - Record List.png|border|center|1500x1500px]]
 +
Notes:
  
 
*Modules that requires Proforma must be available in the [[Users Group]]. The modules that has Proforma field are the following:
 
*Modules that requires Proforma must be available in the [[Users Group]]. The modules that has Proforma field are the following:
 
**[[Accounts Payable]]
 
**[[Accounts Payable]]
 
**[[Accounts Receivable]]
 
**[[Accounts Receivable]]
−
**[[Credit Memo]]
 
−
**[[Debit Memo]]
 
 
**[[Disbursement Voucher]]
 
**[[Disbursement Voucher]]
 
**[[Journal Voucher]]
 
**[[Journal Voucher]]
  
 
=====Adding Proforma=====
 
=====Adding Proforma=====
−
[[File:Adding Proforma.png|center|thumb|867x867px|Adding Proforma]]
+
 
−
{| class="wikitable"
+
#Click [[Proforma]] under Maintenance Menu
−
!Field
+
#Under Proforma Screen. Click Add Proforma
−
!Description
+
#Fill out the necessary fields then click Save. Note: Fields with * are require fields.
−
!Expected Values
+
 
 +
[[File:Maintenance - Proforma - Add.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Expected Values'''
 +
! style="vertical-align:middle;text-align:center;" |'''Input Restrictions'''
 +
! style="vertical-align:middle;text-align:center;" |'''Character Limit'''
 +
! style="vertical-align:middle;text-align:center;" |'''Required Field?'''
 
|-
 
|-
 
|1.Proforma Code
 
|1.Proforma Code
 
|•Reference Code for Proforma
 
|•Reference Code for Proforma
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |15
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Transaction Type
 
|2.Transaction Type
 
|•Transaction Type for the Proforma
 
|•Transaction Type for the Proforma
−
|•Transaction List Field
+
|*Transaction List Field
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|3.Proforma Description
 
|3.Proforma Description
 
|•Description of the Proforma
 
|•Description of the Proforma
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |250
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|4.Account Code
 
|4.Account Code
 
|•Account Code to be use on Proforma
 
|•Account Code to be use on Proforma
−
|•Account Code List Provided on Account Code Maintenance Module
+
|*Account List Provided on [[Chart of Account]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|5.Entry Type
 
|5.Entry Type
 
|•Entry Type of the Account Code
 
|•Entry Type of the Account Code
−
|•Debit/Credit
+
|*Debit/Credit
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|}
 
|}
 
Notes:
 
Notes:
Line 47: Line 78:
 
*Account Codes are required when creating or editing Proforma.
 
*Account Codes are required when creating or editing Proforma.
 
**List of Account codes can be used as long as their status is '''ACTIVE'''
 
**List of Account codes can be used as long as their status is '''ACTIVE'''
−
**Account Codes can be check under [[Account Codes]] Maintenance Module
+
**Account Codes can be check under [[Chart of Account]] Maintenance Module
−
*For further Instructions on how to Create a Proforma, the user may visit the Proforma Job Aids which can be found [[Proforma Aids|here]]
+
 
 +
=====Viewing Proforma=====
  
 +
#Click [[Proforma]] under Maintenance Menu
 +
#Select a Proforma record that needs to view its details. Click the drop-down arrow then click View.
 +
#The user has an option to edit the Proforma record upon viewing it.
 +
 +
[[File:Maintenance - Proforma - View.png|border|center|1500x1500px]]
 +
<br />
 
=====Editing Proforma=====
 
=====Editing Proforma=====
−
[[File:Editing Proforma.png|center|thumb|865x865px|Editing Proforma]]
+
 
−
{| class="wikitable"
+
#Click [[Proforma]] under Maintenance Menu
−
!Field
+
#Select a Proforma record that needs ti update its details. Click the drop-down arrow then click '''Edit'''
−
!Description
+
#Update the necessary Fields and Click '''Save'''
−
!Expected Values
+
 
 +
[[File:Maintenance - Proforma - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Expected Values'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Input Restrictions'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Character Limit'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Required Field?'''
 
|-
 
|-
−
|1.Transaction Type
+
|1.Proforma Code
 +
|•Reference Code for Proforma
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
|-
 +
|2.Transaction Type
 
|•Transaction Type for the Proforma
 
|•Transaction Type for the Proforma
−
|•Transaction List Field
+
|*Transaction List Field
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
−
|2.Proforma Description
+
|3.Proforma Description
 
|•Description of the Proforma
 
|•Description of the Proforma
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| 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;}" |250
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
−
|3.Account Code
+
|4.Account Code
 
|•Account Code to be use on Proforma
 
|•Account Code to be use on Proforma
−
|•Account Code List Provided on Account Code Maintenance Module
+
|*Account List Provided on [[Chart of Account]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
−
|4.Entry Type
+
|5.Entry Type
 
|•Entry Type of the Account Code
 
|•Entry Type of the Account Code
−
|•Debit/Credit
+
|*Debit/Credit
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|}Notes:
 
|}Notes:
  
 
*Account Codes are required when creating or editing Proforma.
 
*Account Codes are required when creating or editing Proforma.
 
**List of Account codes can be used as long as their status is '''ACTIVE'''
 
**List of Account codes can be used as long as their status is '''ACTIVE'''
−
**Account Codes can be check under [[Account Codes]] Maintenance Module
+
**Account Codes can be check under [[Chart of Account]] Maintenance Module
−
*For further Instructions on how to edit a Proforma, the user may visit the Proforma Job Aids which can be found [[Proforma Aids|here]]
+
 
 +
=====Exporting Proforma Record=====
 +
 
 +
#Click [[Proforma]] under Maintenance Menu
 +
#Under Proforma Screen, Click Options then click Export Proforma
 +
#The system will Generate an Excel File of the existing Proforma record
 +
 
 +
[[File:Maintenance - Proforma - Export.png|border|center|1500x1500px]]
 +
 
 +
=====<span class="mw-headline" id="Activating_Brand_Record" style="box-sizing: inherit;"><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 Proforma Record</span></span></span></span></span></span></span></span>=====
 +
Proforma can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 
 +
[[File:Maintenance - Proforma - Activate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Activate Button for activating multiple record.
 +
 
 +
[[File:Maintenance - Proforma - Activate2.png|border|center|1500x1500px]]
 +
<br />
  
−
=====Proforma Options=====
+
=====<span class="mw-headline" id="Deactivating_Brand_Record" style="box-sizing: inherit;"><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 Proforma Record</span></span></span></span></span></span></span></span>=====
−
[[File:Proforma Options.png|center|thumb|Proforma Options]]
+
Proforma can be deactivated in two ways:
  
 +
*Using drop-down arrow of a record can be used in single record deactivation
  
−
Notes:
+
[[File:Maintenance - Proforma - Deactivate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Deactivate Button for deactivating multiple record
 +
 
 +
[[File:Maintenance - Proforma - Deactivate2.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====<span class="mw-headline" id="Deleting_Brand_Record" style="box-sizing: inherit;"><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 Proforma Record</span></span></span></span></span></span></span></span>=====
 +
Proforma can be deleted in two ways:
  
−
*For further Instructions on how to Import and Export a Proforma, the user may visit the Proforma Job Aids which can be found [[Proforma Aids|here]]
+
*Using drop-down arrow of a record can be used in single record deletion
  
−
=====Proforma Importing Option=====
+
[[File:Maintenance - Proforma - Delete1.png|border|center|1500x1500px]]
−
[[File:Proforma Importing Option.png|center|thumb|Proforma Importing Option]]Notes:
+
<br />
  
−
*For further Instructions on how to Import a Proforma, the user may visit the Proforma Job Aids which can be found [[Proforma Aids|here]]
+
*Using Delete Button for deleting multiple record
  
 +
[[File:Maintenance - Proforma - Delete2.png|border|center|1500x1500px]]
 +
<br />
 
=====Proforma Record Option=====
 
=====Proforma Record Option=====
−
[[File:Proforma Record Option.png|center|thumb|Proforma 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;"
−
 
+
|+ 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 Proforma Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |View
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
 +
! 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:
 
Notes:
  
 +
*User can edit the details of the record while viewing the record.
 
*Proforma can be used as long as its status is '''ACTIVE'''
 
*Proforma can be used as long as its status is '''ACTIVE'''
 
**Past Transactions that has Inactive Proforma can still be used prior to its deactivation.
 
**Past Transactions that has Inactive Proforma can still be used prior to its deactivation.
−
*For further Instructions on how to View, Edit, Activate / Deactivate and Delete a Proforma, the user may visit the Proforma Job Aids which can be found [[Proforma Aids|here]]
+
*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.
  
−
=====Proforma View Record=====
+
{| class="wikitable" style="margin: auto;"
−
[[File:Proforma View Record.png|center|thumb|Proforma View Record]]
 
−
Notes
 
−
 
 
−
*User can edit the details of the record while viewing the record.
 
−
*For further Instructions on how to View a Proforma, the user may visit the Proforma Job Aids which can be found [[Proforma Aids|here]]
 
−
 
 
−
{| class="wikitable"
 
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
 
|-
 
|-
 
|Maintenance
 
|Maintenance
−
|[[Maintenance]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[Proforma]]<nowiki> | </nowiki>[[Users Group]]
+
|[[Maintenance]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Proforma]]
 
|-
 
|-
 
|Financials
 
|Financials
−
|[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]<nowiki> | </nowiki>[[Credit Memo]]<nowiki> | </nowiki>[[Debit Memo]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Journal Voucher]]
+
|[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Journal Voucher]]
−
|-
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
−
|-
 
−
|Maintenance Aids
 
−
|[[Account Codes Aids]]<nowiki> | </nowiki>[[Proforma Aids]]<nowiki> | </nowiki>[[Users Group Aids]]
 
−
|-
 
−
|Financials Aids
 
−
|[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Credit Memo Aids]]<nowiki> | </nowiki>[[Debit Memo Aids]]<nowiki> | </nowiki>[[Journal Voucher Aids]]
 
 
|}
 
|}
 +
[[Category:Maintenance]]

Latest revision as of 15:07, 12 April 2022

Proforma

This maintenance screen allows the users to configure and add the proforma for specific transaction types.

Requirements before using Proforma
Proforma Record List
Maintenance - Proforma - Record List.png

Notes:

Adding Proforma
  1. Click Proforma under Maintenance Menu
  2. Under Proforma Screen. Click Add Proforma
  3. Fill out the necessary fields then click Save. Note: Fields with * are require fields.
Maintenance - Proforma - Add.png


Field Description Expected Values Input Restrictions Character Limit Required Field?
1.Proforma Code •Reference Code for Proforma *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters not mentioned 15 Yes
2.Transaction Type •Transaction Type for the Proforma *Transaction List Field N/A N/A Yes
3.Proforma Description •Description of the Proforma *Alphanumeric

*Special Characters

None 250 No
4.Account Code •Account Code to be use on Proforma *Account List Provided on Chart of Account Maintenance Module N/A N/A Yes
5.Entry Type •Entry Type of the Account Code *Debit/Credit N/A N/A Yes

Notes:

  • Account Codes are required when creating or editing Proforma.
    • List of Account codes can be used as long as their status is ACTIVE
    • Account Codes can be check under Chart of Account Maintenance Module
Viewing Proforma
  1. Click Proforma under Maintenance Menu
  2. Select a Proforma record that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to edit the Proforma record upon viewing it.
Maintenance - Proforma - View.png


Editing Proforma
  1. Click Proforma under Maintenance Menu
  2. Select a Proforma record that needs ti update its details. Click the drop-down arrow then click Edit
  3. Update the necessary Fields and Click Save
Maintenance - Proforma - Edit.png


Field Description Expected Values Input Restrictions Character Limit Required Field?
1.Proforma Code •Reference Code for Proforma *Alphanumeric

*Dash "-"

*Underscore "_"

N/A N/A N/A
2.Transaction Type •Transaction Type for the Proforma *Transaction List Field N/A N/A Yes
3.Proforma Description •Description of the Proforma *Alphanumeric

*Special Characters

None 250 No
4.Account Code •Account Code to be use on Proforma *Account List Provided on Chart of Account Maintenance Module N/A N/A Yes
5.Entry Type •Entry Type of the Account Code *Debit/Credit N/A N/A Yes

Notes:

  • Account Codes are required when creating or editing Proforma.
    • List of Account codes can be used as long as their status is ACTIVE
    • Account Codes can be check under Chart of Account Maintenance Module
Exporting Proforma Record
  1. Click Proforma under Maintenance Menu
  2. Under Proforma Screen, Click Options then click Export Proforma
  3. The system will Generate an Excel File of the existing Proforma record
Maintenance - Proforma - Export.png
Activating Proforma Record

Proforma can be Activated in two ways:

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


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


Deactivating Proforma Record

Proforma can be deactivated in two ways:

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


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


Deleting Proforma Record

Proforma can be deleted in two ways:

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


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


Proforma Record Option
Actions Available base on Proforma Record Status
Status View Edit Deactivate Activate Delete
ACTIVE ☑ ☑ ☑ ☑
INACTIVE ☑ ☑ ☑ ☑

Notes:

  • User can edit the details of the record while viewing the record.
  • Proforma can be used as long as its status is ACTIVE
    • Past Transactions that has Inactive Proforma can still be used prior to its deactivation.
  • 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 | Chart of Account | Proforma
Financials Accounts Payable | Accounts Receivable | Disbursement Voucher | Journal Voucher
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