Discussion

Difference between revisions of "Users Group"

 
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<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Maintenance]] | [[Users]] | [[Users Group Aids]]
+
[[Maintenance]] | [[Users]]
 
</div>
 
</div>
 
==Users Group==
 
==Users Group==
−
This maintenance screen allows the user to configure and add User Group on a specific User. This is also use to restrict the specific modules that a specific user can use.
+
The Users Group Maintenance screen allows the user to configure and add User Group on a specific User. This is also used to restrict the specific modules that a specific user can use.
 +
=====Users Group Record List=====
 +
[[File:Maintenance - Users Group - Record List.png|center|1500x1500px]]
 +
 
  
−
=====Users Group Record List=====
+
Notes:
−
[[File:Users Group Record List.png|center|thumb|Users Group Record List]]Notes:
 
  
 
*User group is a required field when creating and editing the user record. The user group can be used if the status is '''ACTIVE'''
 
*User group is a required field when creating and editing the user record. The user group can be used if the status is '''ACTIVE'''
  
 
=====Adding Users Group=====
 
=====Adding Users Group=====
−
[[File:Adding Users Group.png|center|thumb|871x871px|Adding Users Group]]
+
 
−
{| class="wikitable"
+
#Click [[Users Group]] under Maintenance Menu
 +
#Under Users Group Screen, Click '''Add Users Group'''
 +
#Fill up the necessary fields and tick the modules that needs to enable for the users group then click '''Save'''
 +
 
 +
[[File:Maintenance - Users Group - Add.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
 
!Field
 
!Field
 
!Description
 
!Description
−
!Expected Values
+
!Allowed Input
 +
!Restricted Input
 +
!Character Limit
 +
!Require Field?
 
|-
 
|-
 
|1.Group Name
 
|1.Group Name
 
|•Desired Name for Users Group
 
|•Desired Name for Users Group
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Dash "-"
 +
 +
•Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned in the allowed input
 +
| style="vertical-align:middle;text-align:center;" |25
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Group Desc
 
|2.Group Desc
 
|•Description for Users Group
 
|•Description for Users Group
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned in the allowed input
 +
| style="vertical-align:middle;text-align:center;" |250
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|3.Dashboard View
 
|3.Dashboard View
 
|•Allowing the Users Group to view or hide the Dashboard
 
|•Allowing the Users Group to view or hide the Dashboard
 
|•Tick/Untick
 
|•Tick/Untick
 +
| 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;" |No
 
|-
 
|-
 
|4.Modules
 
|4.Modules
 
|•Allowing the Users Group to view or hide the functions on each module
 
|•Allowing the Users Group to view or hide the functions on each module
 
|•Tick/Untick
 
|•Tick/Untick
 +
| 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;" |No
 
|}
 
|}
 
Notes:
 
Notes:
  
 
*When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
 
*When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
−
*For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found [[Users Group Aids|here]]
 
  
 +
=====Viewing Users Group=====
 +
 +
#Click [[Users Group]] under Maintenance Menu
 +
#Select a Users Group record that needs to view its details. Click the drop-down arrow then click View.
 +
#The user has an option to edit the Users Group record upon viewing it.
 +
 +
[[File:Maintenance - Users Group - View.png|border|center|1640x1640px]]
 +
<br />
 
=====Editing Users Group=====
 
=====Editing Users Group=====
−
[[File:Editing Users Group.png|center|thumb|867x867px|Editing Users Group]]
+
 
−
{| class="wikitable"
+
#Click Users Group under Maintenance Menu
 +
#Select the Users Group that needs to update its details. Click the drop-down arrow then click '''Edit'''
 +
#Update the necessary Fields and Click '''Save'''
 +
 
 +
[[File:Maintenance - Users Group - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 
!Field
 
!Field
 
!Description
 
!Description
−
!Expected Values
+
!Allowed Input
 +
!Restricted Input
 +
!Character Limit
 +
!Require Field?
 
|-
 
|-
 
|1.Group Name
 
|1.Group Name
 
|•Desired Name for Users Group
 
|•Desired Name for Users Group
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Dash "-"
 +
 +
•Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned in the allowed input
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |25
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|2.Group Desc
 
|2.Group Desc
 
|•Description for Users Group
 
|•Description for Users Group
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned in the allowed input
 +
| 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;}" |Yes
 
|-
 
|-
 
|3.Dashboard View
 
|3.Dashboard View
−
|•Allowing the Users Group to view or hid the Dashboard
+
|•Allowing the Users Group to view or hide the Dashboard
 
|•Tick/Untick
 
|•Tick/Untick
 +
| 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;}" |No
 
|-
 
|-
 
|4.Modules
 
|4.Modules
−
|•Allowing the Users Group to view or hid the functions on each module
+
|•Allowing the Users Group to view or hide the functions on each module
 
|•Tick/Untick
 
|•Tick/Untick
 +
| 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;}" |No
 
|}Notes:
 
|}Notes:
  
 
*When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
 
*When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
−
*For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found [[Users Group Aids|here]]
 
  
−
=====Users Group Record Option=====
+
=====<span class="mw-headline" id="Activating_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Bank_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 Users Group Record</span></span></span></span></span></span></span></span>=====
−
[[File:Users Group Record Option.png|center|thumb|Users Group Record Option]]Notes
+
Users Group can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 
 +
[[File:Maintenance - Users Group - Activate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Activate Button for activating multiple record
 +
 
 +
[[File:Maintenance - Users Group - Activate2.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====<span class="mw-headline" id="Deactivating_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Bank_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 Users Group Record</span></span></span></span></span></span></span></span>=====
 +
Users Group can be deactivated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 
 +
[[File:Maintenance - Users Group - Deactivate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Deactivate Button for deactivating multiple record
 +
 
 +
[[File:Maintenance - Users Group - Deactivate2.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====<span class="mw-headline" id="Deleting_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Bank_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 Users Group Record</span></span></span></span></span></span></span></span>=====
 +
Users Group can be deleted in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deletion
 +
 
 +
[[File:Maintenance - Users Group - Delete1.png|border|center|1500x1500px]]
 +
<br />
  
−
*For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found [[Users Group Aids|here]]
+
*Using Delete Button for deleting multiple record
  
−
=====Users Group View Record=====
+
[[File:Maintenance - Users Group - Delete2.png|border|center|1500x1500px]]
−
[[File:Users Group View Record.png|center|thumb|Users Group View Record]]
+
<br />
−
Notes:
+
=====Users Group 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 Users Group 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
  
 
*The User can edit and modify the restrictions of each modules of the User Group while viewing it.
 
*The User can edit and modify the restrictions of each modules of the User Group while viewing it.
−
*For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found [[Users Group 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.
  
−
{| 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: 1em 0px; 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;"
+
{| class="wikitable" style="margin: auto;"
 
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 
|- style="height:25px;"
 
|- style="height:25px;"
 
| style="" |Maintenance
 
| style="" |Maintenance
−
| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Account Class]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Branch]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Budget]]<nowiki> | </nowiki>[[Budget Center]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Exchange Rate]]<nowiki> | </nowiki>[[Fixed Asset Class]]<nowiki> | </nowiki>[[Fixed Asset Master]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Proforma]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Sales Person]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Terms]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Warehouse]]
+
| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Account Class]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Exchange Rate]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Profit Center]]<nowiki> | </nowiki>[[Proforma]]<nowiki> | </nowiki>[[Sales Person]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Warehouse]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Sales
 
| style="" |Sales
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|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Financials
 
| style="" |Financials
−
| style="" |[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]<nowiki> | </nowiki>[[Credit Memo]]<nowiki> | </nowiki>[[Credit Voucher]]<nowiki> | </nowiki>[[Debit Memo]]<nowiki> | </nowiki>[[Debit Voucher]]<nowiki> | </nowiki>[[Depreciation Run]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Journal Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]<nowiki> | </nowiki>[[Petty Cash]]<nowiki> | </nowiki>[[Receipt Voucher]]
+
| style="" |[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]<nowiki> | </nowiki>[[Credit Voucher]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Journal Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]<nowiki> | </nowiki>[[Petty Cash]]<nowiki> | </nowiki>[[Receipt Voucher]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Inventory
 
| style="" |Inventory
 
| style="" |[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Stock Transfer]]<nowiki> | </nowiki>[[Sales Return]]
 
| style="" |[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Stock Transfer]]<nowiki> | </nowiki>[[Sales Return]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
+
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module'''
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Reports
 
| style="" |Reports
−
| style="" |[[Financial Statement]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> [[Sales Reports]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> <span class="ve-pasteProtect" style="box-sizing: inherit;">[[Tracking Reports]]<nowiki> |</nowiki></span> <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">[[Tax Reports]]<nowiki> | </nowiki>[[Purchase Reports]]<nowiki> | </nowiki>[[Fixed Asset Reports]]<nowiki> | </nowiki>[[Budget Reports]]</span>
+
| style="" |[[Financial Statement]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> [[Sales Reports]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> <span class="ve-pasteProtect" style="box-sizing: inherit;">[[Tracking Reports]]<nowiki> |</nowiki></span> <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">[[Tax Reports]]<nowiki> | </nowiki>[[Purchase Reports]]</span>
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Financial Statements
 
| style="" |Financial Statements
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| style="" |Tax Reports
 
| style="" |Tax Reports
 
| style="" |[[Sales Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Purchase Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[VAT Summary]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 2550M]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 2550Q]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 0619-E]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 1601E-Q]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 1604E]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Relief]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[SAWT|Summary Alphalist of Withholding Taxes]]
 
| style="" |[[Sales Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Purchase Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[VAT Summary]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 2550M]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 2550Q]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 0619-E]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 1601E-Q]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 1604E]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Relief]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[SAWT|Summary Alphalist of Withholding Taxes]]
−
|- style="box-sizing: inherit;"
 
−
| style="" |Parts and Service Reports
 
−
| style="" |[[Detailed Parts and Services Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[After Sales Status Report]]
 
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Purchase Reports
 
| style="" |Purchase Reports
 
| style="" |[[Purchase Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Average Cost]]
 
| style="" |[[Purchase Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Average Cost]]
−
|- style="box-sizing: inherit;"
 
−
| style="" |Landed Cost Reports
 
−
| style="" |[[Landed Cost]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Job Report]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Fixed Asset Reports
 
−
| style="" |[[Asset Depreciation]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Asset History]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Asset Master List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Asset Transaction]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Budget Reports
 
−
| style="" |[[Budget Variance Report]]
 
−
|- style="box-sizing: inherit;"
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Maintenance Aids
 
−
| style="" |[[Account Codes Aids]]<nowiki> | </nowiki>[[ATC Codes Aids]]<nowiki> | </nowiki>[[Bank Aids]]<nowiki> | </nowiki>[[Branch Aids]]<nowiki> | </nowiki>[[Brand Aids]]<nowiki> | </nowiki>[[Budget Aids]]<nowiki> | </nowiki>[[Budget Center Aids]]<nowiki> | </nowiki>[[Chart of Accounts Aids]]<nowiki> | </nowiki>[[Company Aids]]<nowiki> | </nowiki>[[Currency Aids]]<nowiki> | </nowiki>[[Customer Aids]]<nowiki> | </nowiki>[[Exchange Rate Aids]]<nowiki> | </nowiki>[[Fixed Asset Class Aids]]<nowiki> | </nowiki>[[Fixed Asset Master Aids]]<nowiki> | </nowiki>[[Item Class Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Item Type Aids]]<nowiki> | </nowiki>[[Position Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Proforma Aids]]<nowiki> | </nowiki>[[Project Aids]]<nowiki> | </nowiki>[[Sales Person Aids]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Terms Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Users Aids]]<nowiki> | </nowiki>[[Users Group Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Sales Aids
 
−
| style="" |[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Purchase Aids
 
−
| style="" |[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Financials Aids
 
−
| style="" |[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Credit Memo Aids]]<nowiki> | </nowiki>[[Credit Voucher Aids]]<nowiki> | </nowiki>[[Debit Memo Aids]]<nowiki> | </nowiki>[[Debit Voucher Aids]]<nowiki> | </nowiki>[[Depreciation Run Aids]]<nowiki> | </nowiki>[[Disbursement Voucher Aids]]<nowiki> | </nowiki>[[Journal Voucher Aids]]<nowiki> | </nowiki>[[Payment Voucher Aids]]<nowiki> | </nowiki>[[Petty Cash Aids]]<nowiki> | </nowiki>[[Receipt Voucher Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Inventory Aids
 
−
| style="" |[[Inventory Adjustment Aids]]<nowiki> | </nowiki>[[Inventory Inquiry Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]]<nowiki> | </nowiki>[[Purchase Return Aids]]<nowiki> | </nowiki>[[Stock Transfer Aids]]<nowiki> | </nowiki>[[Sales Return Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Financial Statements
 
−
| style="" |[[Balance Sheet Aids]]<nowiki> | </nowiki>[[Income Statement Aids]]<nowiki> | </nowiki>[[General Ledger Aids]]<nowiki> | </nowiki>[[General Journal Aids]]<nowiki> | </nowiki>[[Trial Balance Aids]]<nowiki> | </nowiki>[[Statement of Account Aids]]<nowiki> | </nowiki>[[Accounts Receivable Aging Aids]]<nowiki> | </nowiki>[[AR Detailed Report Aids]]<nowiki> | </nowiki>[[AR Transaction Report Aids]]<nowiki> | </nowiki>[[Accounts Payable Aging Aids]]<nowiki> | </nowiki>[[AP Detailed Report Aids]]<nowiki> | </nowiki>[[AP Transaction Report Aids]]<nowiki> | </nowiki>[[Cash Position Aids]]<nowiki> | </nowiki>[[Check List Aids]]<nowiki> | </nowiki>[[Deposit List Aids]]<nowiki> | </nowiki>[[Collection Register Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Tracking Reports
 
−
| style="" |[[Audit Trail Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Sales Reports
 
−
| style="" |[[Sales Report Aids]]<nowiki> | </nowiki>[[Sales Register Aids]]<nowiki> | </nowiki>[[Sales per Warehouse Aids]]<nowiki> | </nowiki>[[Sales per Customer Aids]]<nowiki> | </nowiki>[[Sales per Stock Aids]]<nowiki> | </nowiki>[[Sales Transfer per Stock Aids]]<nowiki> | </nowiki>[[Sales per Item Aids]]<nowiki> | </nowiki>[[Sales per Category Aids]]<nowiki> | </nowiki>[[Sales per Category Aids]]<nowiki> | </nowiki>[[Sales Top Item Aids]]<nowiki> | </nowiki>[[Returns per Customer Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Tax Reports
 
−
| style="" |[[Sales Journal Aids]]<nowiki> | </nowiki>[[Purchase Journal Aids]]<nowiki> | </nowiki>[[VAT Summary Aids]]<nowiki> | </nowiki>[[BIR Form 2550M Aids]]<nowiki> | </nowiki>[[BIR Form 2550Q Aids]]<nowiki> | </nowiki>[[BIR Form 0619-E Aids]]<nowiki> | </nowiki>[[BIR Form 1601E-Q Aids]]<nowiki> | </nowiki>[[BIR Form 1604E Aids]]<nowiki> | </nowiki>[[Sales Relief Aids]]<nowiki> | </nowiki>[[SAWT Aids|Summary Alphalist of Withholding Taxes]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Purchase Reports
 
−
| style="" |[[Purchase Report Aids]]<nowiki> | </nowiki>[[Average Cost Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Landed Cost Reports
 
−
| style="" |[[Landed Cost Aids]]<nowiki> | </nowiki>[[Job Report Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Fixed Asset Reports
 
−
| style="" |[[Asset Depreciation Aids]]<nowiki> | </nowiki>[[Asset History Aids]]<nowiki> | </nowiki>[[Asset Master List Aids]]<nowiki> | </nowiki>[[Asset Transaction Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Budget Reports
 
−
| style="" |[[Budget Variance Report Aids]]
 
 
|}
 
|}
 +
<br />
 +
[[Category:Maintenance]]

Latest revision as of 15:44, 12 April 2022

Users Group

The Users Group Maintenance screen allows the user to configure and add User Group on a specific User. This is also used to restrict the specific modules that a specific user can use.

Users Group Record List
Maintenance - Users Group - Record List.png


Notes:

  • User group is a required field when creating and editing the user record. The user group can be used if the status is ACTIVE
Adding Users Group
  1. Click Users Group under Maintenance Menu
  2. Under Users Group Screen, Click Add Users Group
  3. Fill up the necessary fields and tick the modules that needs to enable for the users group then click Save
Maintenance - Users Group - Add.png


Field Description Allowed Input Restricted Input Character Limit Require Field?
1.Group Name •Desired Name for Users Group •Alphanumeric

•Dash "-"

•Underscore "_"

Other Special Characters not mentioned in the allowed input 25 Yes
2.Group Desc •Description for Users Group •Alphanumeric

•Special Characters

Other Special Characters not mentioned in the allowed input 250 Yes
3.Dashboard View •Allowing the Users Group to view or hide the Dashboard •Tick/Untick N/A N/A No
4.Modules •Allowing the Users Group to view or hide the functions on each module •Tick/Untick N/A N/A No

Notes:

  • When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
Viewing Users Group
  1. Click Users Group under Maintenance Menu
  2. Select a Users Group record that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to edit the Users Group record upon viewing it.
Maintenance - Users Group - View.png


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


Field Description Allowed Input Restricted Input Character Limit Require Field?
1.Group Name •Desired Name for Users Group •Alphanumeric

•Dash "-"

•Underscore "_"

Other Special Characters not mentioned in the allowed input 25 Yes
2.Group Desc •Description for Users Group •Alphanumeric

•Special Characters

Other Special Characters not mentioned in the allowed input 250 Yes
3.Dashboard View •Allowing the Users Group to view or hide the Dashboard •Tick/Untick N/A N/A No
4.Modules •Allowing the Users Group to view or hide the functions on each module •Tick/Untick N/A N/A No

Notes:

  • When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
Activating Users Group Record

Users Group can be Activated in two ways:

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


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


Deactivating Users Group Record

Users Group can be deactivated in two ways:

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


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


Deleting Users Group Record

Users Group can be deleted in two ways:

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


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


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

Notes

  • The User can edit and modify the restrictions of each modules of the User Group while viewing it.
  • 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 | Account Class | Account Codes | ATC Code | Bank | Brand | Chart of Account | Company | Currency | Customer | Exchange Rate | Item Class | Item Master | Item Type | Position | Price List | Profit Center | Proforma | Sales Person | Supplier | Tax | Unit of Measure | Users | Users Group | Warehouse
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Purchase Import Purchase Order | Purchase Requisition | Purchase Order | Purchase Receipt
Financials Accounts Payable | Accounts Receivable | Credit Voucher | Disbursement Voucher | Journal Voucher | Payment Voucher | Petty Cash | Receipt Voucher
Inventory Inventory Adjustment | Inventory Inquiry | Inventory Movement | Purchase Return | Stock Transfer | Sales Return
Reports Module
Reports Financial Statement | Sales Reports | Tracking Reports | Tax Reports | Purchase Reports
Financial Statements Balance Sheet | Income Statement | General Ledger | General Journal | Trial Balance | Statement of Account | Accounts Receivable Aging | AR Detailed Report | AR Transaction Report | Accounts Payable Aging | AP Detailed Report | AP Transaction Report | Cash Position | Check List | Deposit List | Collection Register
Tracking Reports Audit Trail
Sales Reports Sales Report | Sales Register | Sales per Warehouse | Sales per Customer | Sales per Stock | Sales Transfer per Stock | Sales per Item | Sales per Category | Sales per Category | Sales Top Item | Returns per Customer
Tax Reports Sales Journal | Purchase Journal | VAT Summary | BIR Form 2550M | BIR Form 2550Q | BIR Form 0619-E | BIR Form 1601E-Q | BIR Form 1604E | Sales Relief | Summary Alphalist of Withholding Taxes
Purchase Reports Purchase Report | Average Cost


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