Difference between revisions of "Item Class"

 
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Line 1: Line 1:
 
<div style="text-align: center;">
 
<div style="text-align: center;">
[[Maintenance]] | [[Item Class Aids]] | [[Item Master]] | [[Chart of Account]] | [[Tax]]
+
[[Maintenance]] | [[Item Master]] | [[Chart of Account]] | [[Tax]]
 
</div>
 
</div>
 
==Item Class==
 
==Item Class==
 
This maintenance screen allows the users to configure the item class to be used on categorizing their items.
 
This maintenance screen allows the users to configure the item class to be used on categorizing their items.
 +
=====Requirements before using Item Class=====
 +
 +
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Item Class]]
 +
*#[[Chart of Account]]
 +
*#[[Tax]]
  
 
=====Item Class Record List=====
 
=====Item Class Record List=====
[[File:Item Class Record List.png|center|thumb|Item Class Record List]]
+
[[File:Maintenance - Item Class - Record List.png|border|center|1499x1499px]]
 +
<br />
 +
=====Adding Item Class=====
  
=====Adding Item Class=====
+
#Click [[Item Class]] under Maintenance Menu
[[File:Adding Item Class.png|center|thumb|776x776px|Adding Item Class]]
+
#Under Item Class Menu Screen, Click '''Add Item Class''' Button
{| class="wikitable"
+
#Fill up the necessary fields then click '''Save. Note: Fields with * are require fields'''
!Field
+
 
!Description
+
[[File:Maintenance - Item Class - Add.png|border|center|1500x1500px]]
!Expected Values
+
<br />
 +
{| class="wikitable" style="margin: auto;"
 +
! colspan="6" |'''Item Class Details'''
 +
|-
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1.Item Class
 
|1.Item Class
 
|•Class of the Item
 
|•Class of the Item
 
|•Alphanumeric
 
|•Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |25
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Parent Class
 
|2.Parent Class
 
|•Parent of the Item Class
 
|•Parent of the Item Class
 
|•Parent Class List Field
 
|•Parent Class 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
 +
|-
 +
! colspan="6" |'''Accounting Details'''
 +
|-
 +
!'''Field'''
 +
!'''Description'''
 +
! style="vertical-align:middle;text-align:center;" |'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|3.Debit Account
 
|3.Debit Account
 
|•Debit Account on Sales Details
 
|•Debit Account on Sales Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account]]
 +
| 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
 
|-
 
|-
 
|4.Credit Account
 
|4.Credit Account
 
|•Credit Account on Sales Details
 
|•Credit Account on Sales Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Account]]
 +
| 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.Debit Account
 
|5.Debit Account
 
|•Debit Account on Purchase Details
 
|•Debit Account on Purchase Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Account]]
 +
| 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
 
|-
 
|-
 
|6.Credit Account
 
|6.Credit Account
 
|•Credit Account on Purchase Details
 
|•Credit Account on Purchase Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Account]]
 +
| 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
 
|-
 
|-
 
|7.Inventory Account
 
|7.Inventory Account
 
|•Account Details on Inventory Detail
 
|•Account Details on Inventory Detail
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Account]]
 +
| 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
 
|-
 
|-
 
|8.Revenue Type
 
|8.Revenue Type
 
|•Tax Revenue Type on Item Class
 
|•Tax Revenue Type on Item Class
|•Tax Type List under Chart of Account Maintenance Module
+
|•Tax Type List under [[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;" |No
 
|-
 
|-
 
|9.Expense Type
 
|9.Expense Type
 
|•Tax Expense Type on Item Class
 
|•Tax Expense Type on Item Class
|•Tax Type List under Chart of Account Maintenance Module
+
|•Tax Type List under [[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;" |No
 
|}
 
|}
 +
  
 
Notes:
 
Notes:
Line 59: Line 112:
 
**Some Tax details can be found on [[Tax]] maintenance module for reference but for accounting details, it is more advise to look on the [[Chart of Account]]
 
**Some Tax details can be found on [[Tax]] maintenance module for reference but for accounting details, it is more advise to look on the [[Chart of Account]]
  
*For detailed instructions on how to create an Item Class, the user can visit the Item Class Job Aids which can be found [[Item Class Aids|here]].
+
=====Viewing Item Class=====
 +
 
 +
#Go to Maintenance then Click [[Item Class]]
 +
#Select an Item Class that needs to view its details. Click the drop-down arrow then click View.
 +
#The user has an option to edit the Item Class upon viewing it.
 +
 
 +
[[File:Maintenance - Item Class - View.png|border|center|1684x1684px]]
 +
 
  
 
=====Editing Item Class=====
 
=====Editing Item Class=====
[[File:Editing Item Class.png|center|thumb|774x774px|Editing Item Class]]
+
 
{| class="wikitable"
+
#Go to Maintenance then Click [[Item Class]]
!Field
+
#Select the Item Class that needs an update. Click the drop-down arrow then click '''Edit'''
!Description
+
#Update the necessary Fields and Click '''Save'''
!Expected Values
+
 
 +
[[File:Maintenance - Item Class - Edit.png|border|center|1737x1737px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
! colspan="6" |'''Item Class Details'''
 +
|-
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1.Item Class
 
|1.Item Class
 
|•Class of the Item
 
|•Class of the Item
 
|•Alphanumeric
 
|•Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| 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.Parent Class
 
|2.Parent Class
 
|•Parent of the Item Class
 
|•Parent of the Item Class
 
|•Parent Class List Field
 
|•Parent Class List Field
 +
|Any inputs not mentioned in the allowed inputs
 +
<nowiki>*</nowiki>Inactive Item Class
 +
| 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
 +
|-
 +
! colspan="6" |'''Accounting Details'''
 +
|-
 +
!'''Field'''
 +
!'''Description'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|3.Debit Account
 
|3.Debit Account
 
|•Debit Account on Sales Details
 
|•Debit Account on Sales Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account]]
 +
| style="vertical-align:middle;text-align:center;" |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.Credit Account
 
|4.Credit Account
 
|•Credit Account on Sales Details
 
|•Credit Account on Sales Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account]]
 +
| style="vertical-align:middle;text-align:center;" |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
 
|-
 
|-
 
|5.Debit Account
 
|5.Debit Account
 
|•Debit Account on Purchase Details
 
|•Debit Account on Purchase Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account]]
 +
| style="vertical-align:middle;text-align:center;" |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
 
|-
 
|-
 
|6.Credit Account
 
|6.Credit Account
 
|•Credit Account on Purchase Details
 
|•Credit Account on Purchase Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account]]
 +
| style="vertical-align:middle;text-align:center;" |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
 
|-
 
|-
 
|7.Inventory Account
 
|7.Inventory Account
 
|•Account Details on Inventory Detail
 
|•Account Details on Inventory Detail
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account]]
 +
| style="vertical-align:middle;text-align:center;" |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
 
|-
 
|-
 
|8.Revenue Type
 
|8.Revenue Type
 
|•Tax Revenue Type on Item Class
 
|•Tax Revenue Type on Item Class
|•Tax Type List under Chart of Account Maintenance Module
+
|•Tax Type List under [[Chart of Account]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |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
 
|-
 
|-
 
|9.Expense Type
 
|9.Expense Type
 
|•Tax Expense Type on Item Class
 
|•Tax Expense Type on Item Class
|•Tax Type List under Chart of Account Maintenance Module
+
|•Tax Type List under [[Chart of Account]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |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:
  
Line 108: Line 216:
 
*Tax Details are optional when editing an Item Class, Tax details can be used as long as it on '''ACTIVE''' status in the [[Chart of Account]] maintenance module
 
*Tax Details are optional when editing an Item Class, Tax details can be used as long as it on '''ACTIVE''' status in the [[Chart of Account]] maintenance module
 
**Some Tax details can be found on [[Tax]] maintenance module for reference but for accounting details, it is more advise to look on the [[Chart of Account]]
 
**Some Tax details can be found on [[Tax]] maintenance module for reference but for accounting details, it is more advise to look on the [[Chart of Account]]
*For further instructions on how to edit an Item Class, the user can visit the Item Class Job Aid which can be found [[Item Class Aids|here]]
 
  
=====Item Class Option=====
+
=====Importing and Exporting Item Class=====
[[File:Item Class Option.png|center|thumb|Item Class Option]]Notes:
+
1. Under [[Item Class]], Click Options
 +
 
 +
2. Under Options, The user may Export or Import The Record
 +
 
 +
*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 +
 
 +
[[File:Maintenance - Item Class - Export.png|center|1500x1500px]]
 +
<br />
 +
 
 +
*When Importing the records, the user should follow the following steps provided in the Importing Item Class Screen such as
 +
 
 +
[[File:Maintenance - Item Class - Import.png|border|center|1499x1499px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
! colspan="6" |'''Item Class Details'''
 +
|-
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 +
|-
 +
|1.Item Class
 +
|•Class of the Item
 +
|•Alphanumeric
 +
|None
 +
| 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.Parent Class
 +
|•Parent of the Item Class
 +
|•Parent Class List Field
 +
|Any inputs not mentioned in the allowed inputs
 +
<nowiki>*</nowiki>Inactive Item Class
 +
| 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
 +
|-
 +
! colspan="6" |'''Accounting Details'''
 +
|-
 +
!'''Field'''
 +
!'''Description'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 +
|-
 +
|3.Debit Account
 +
|•Debit Account on Sales Details
 +
|•Account List under [[Chart of Account]]
 +
|Any inputs not mentioned in the allowed inputs
 +
| 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.Credit Account
 +
|•Credit Account on Sales Details
 +
|•Account List under [[Chart of Account]]
 +
|Any inputs not mentioned in the allowed inputs
 +
| 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
 +
|-
 +
|5.Debit Account
 +
|•Debit Account on Purchase Details
 +
|•Account List under [[Chart of Account]]
 +
|Any inputs not mentioned in the allowed inputs
 +
| 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
 +
|-
 +
|6.Credit Account
 +
|•Credit Account on Purchase Details
 +
|•Account List under [[Chart of Account]]
 +
|Any inputs not mentioned in the allowed inputs
 +
| 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
 +
|-
 +
|7.Inventory Account
 +
|•Account Details on Inventory Detail
 +
|•Account List under [[Chart of Account]]
 +
|Any inputs not mentioned in the allowed inputs
 +
| 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
 +
|-
 +
|8.Revenue Type
 +
|•Tax Revenue Type on Item Class
 +
|•Tax Type List under [[Chart of Account]] Maintenance Module
 +
|Any inputs not mentioned in the allowed inputs
 +
| 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
 +
|-
 +
|9.Expense Type
 +
|•Tax Expense Type on Item Class
 +
|•Tax Type List under [[Chart of Account]] Maintenance Module
 +
|Any inputs not mentioned in the allowed inputs
 +
| 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
 +
|}
 +
=====<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 Item Class Record</span></span>=====
 +
Item Class can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
  
*For further instructions on how to Export and Import an Item class, the user can visit the Item Class Job Aid which can be found [[Item Class Aids|here]]
+
[[File:Maintenance - Item Class - Activate1.png|border|center|1500x1500px]]
  
=====Item Class Import Option=====
+
*Using Activate Button for activating multiple record
[[File:Item Class Import Option.png|center|thumb|Item Class Import Option]]Notes:
 
  
*For further instructions on how to Import an Item class, the user can visit the Item Class Job Aid which can be found [[Item Class Aids|here]]
+
[[File:Maintenance - Item Class - Activate2.png|center|1500x1500px]]
 +
<br />
  
 +
=====<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 Item Class Record</span></span>=====
 +
Item Class can be deactivated in two ways:
 +
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 +
[[File:Maintenance - Item Class - Deactivate1.png|center|1500x1500px]]
 +
<br />
 +
 +
*Using Deactivate Button for deactivating multiple record
 +
 +
[[File:Maintenance - Item Class - Deactivate2.png|border|center|1500x1500px]]
 +
<br />
 +
 +
=====<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 Item Class Record</span></span>=====
 +
Item Class can be deleted in two ways:
 +
 +
*Using drop-down arrow of a record can be used in single record deletion
 +
 +
[[File:Maintenance - Item Class - Delete1.png|border|center|1500x1500px]]
 +
<br />
 +
 +
*Using Delete Button for deleting multiple record
 +
 +
[[File:Maintenance - Item Class - Delete2.png|border|center|1500x1500px]]
 +
<br />
 
=====Item Class Record Option=====
 
=====Item Class Record Option=====
[[File:Item Class Record Option.png|center|thumb|Item Class Record Option]]Notes:
+
{| 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 Item Class 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 may edit the record under view screen.
 
*Item Class is required field on [[Item Master]] Module. Item Class can be use as long as its status is '''ACTIVE'''
 
*Item Class is required field on [[Item Master]] Module. Item Class can be use as long as its status is '''ACTIVE'''
 
**'''INACTIVE''' Item class can still be used as long as it is already tag on the past records prior to its deactivation
 
**'''INACTIVE''' Item class can still be used as long as it is already tag on the past records prior to its deactivation
*For further instructions on how to View, Edit, Deactivate and Delete an Item class, the user can visit the Item Class Job Aid which can be found [[Item Class Aids|here]]
+
**Used Item Class record cannot be deleted.
 
+
*Activating/Deactivating and Deleting of Records can be done in two ways.
=====Item Class View Record=====
+
**For single records, the user may use the drop down arrow then the action that need to perform.
[[File:Item Class View Record.png|center|thumb|Item Class View Record]]Notes:
+
**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.
*The user can edit the details while viewing the record.
 
*For further instructions on how View and Edit an Item Class Record., the user can visit the Item Class Job Aid, which can be found [[Item Class Aids|here]]
 
  
{| class="wikitable"
+
{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
Line 139: Line 392:
 
|Maintenance
 
|Maintenance
 
|[[Maintenance]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Tax]]
 
|[[Maintenance]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Tax]]
|-
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
|-
 
|Maintenance Aids
 
|[[Item Class Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Chart of Accounts Aids]]<nowiki> | </nowiki>[[Tax Aids]]
 
 
|}
 
|}
 +
[[Category:Maintenance]]

Latest revision as of 12:28, 20 April 2022

Item Class

This maintenance screen allows the users to configure the item class to be used on categorizing their items.

Requirements before using Item Class
Item Class Record List
Maintenance - Item Class - Record List.png


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


Item Class Details
Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
1.Item Class •Class of the Item •Alphanumeric None 25 Yes
2.Parent Class •Parent of the Item Class •Parent Class List Field N/A N/A Yes
Accounting Details
Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
3.Debit Account •Debit Account on Sales Details •Account List under Chart of Account N/A N/A Yes
4.Credit Account •Credit Account on Sales Details •Account List under Chart of Account N/A N/A Yes
5.Debit Account •Debit Account on Purchase Details •Account List under Chart of Account N/A N/A Yes
6.Credit Account •Credit Account on Purchase Details •Account List under Chart of Account N/A N/A Yes
7.Inventory Account •Account Details on Inventory Detail •Account List under Chart of Account N/A N/A Yes
8.Revenue Type •Tax Revenue Type on Item Class •Tax Type List under Chart of Account Maintenance Module N/A N/A No
9.Expense Type •Tax Expense Type on Item Class •Tax Type List under Chart of Account Maintenance Module N/A N/A No


Notes:

  • Accounting details are required when creating or editing Item Class, Accounting details can be used as long as it is on ACTIVE status in the Chart of Account maintenance module.
  • Tax Details are optional when creating an Item Class, Tax details can be used as long as it on ACTIVE status in the Chart of Account maintenance module
    • Some Tax details can be found on Tax maintenance module for reference but for accounting details, it is more advise to look on the Chart of Account
Viewing Item Class
  1. Go to Maintenance then Click Item Class
  2. Select an Item Class that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to edit the Item Class upon viewing it.
Maintenance - Item Class - View.png


Editing Item Class
  1. Go to Maintenance then Click Item Class
  2. Select the Item Class that needs an update. Click the drop-down arrow then click Edit
  3. Update the necessary Fields and Click Save
Maintenance - Item Class - Edit.png


Item Class Details
Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
1.Item Class •Class of the Item •Alphanumeric None 25 Yes
2.Parent Class •Parent of the Item Class •Parent Class List Field Any inputs not mentioned in the allowed inputs

*Inactive Item Class

N/A Yes
Accounting Details
Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
3.Debit Account •Debit Account on Sales Details •Account List under Chart of Account N/A N/A Yes
4.Credit Account •Credit Account on Sales Details •Account List under Chart of Account N/A N/A Yes
5.Debit Account •Debit Account on Purchase Details •Account List under Chart of Account N/A N/A Yes
6.Credit Account •Credit Account on Purchase Details •Account List under Chart of Account N/A N/A Yes
7.Inventory Account •Account Details on Inventory Detail •Account List under Chart of Account N/A N/A Yes
8.Revenue Type •Tax Revenue Type on Item Class •Tax Type List under Chart of Account Maintenance Module N/A N/A No
9.Expense Type •Tax Expense Type on Item Class •Tax Type List under Chart of Account Maintenance Module N/A N/A No

Notes:

  • Accounting details are required when editing Item Class, Accounting details can be used as long as it is on ACTIVE status in the Chart of Account maintenance module.
  • Tax Details are optional when editing an Item Class, Tax details can be used as long as it on ACTIVE status in the Chart of Account maintenance module
    • Some Tax details can be found on Tax maintenance module for reference but for accounting details, it is more advise to look on the Chart of Account
Importing and Exporting Item Class

1. Under Item Class, Click Options

2. Under Options, The user may Export or Import The Record

  • When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
Maintenance - Item Class - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Item Class Screen such as
Maintenance - Item Class - Import.png


Item Class Details
Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
1.Item Class •Class of the Item •Alphanumeric None 25 Yes
2.Parent Class •Parent of the Item Class •Parent Class List Field Any inputs not mentioned in the allowed inputs

*Inactive Item Class

N/A Yes
Accounting Details
Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
3.Debit Account •Debit Account on Sales Details •Account List under Chart of Account Any inputs not mentioned in the allowed inputs N/A Yes
4.Credit Account •Credit Account on Sales Details •Account List under Chart of Account Any inputs not mentioned in the allowed inputs N/A Yes
5.Debit Account •Debit Account on Purchase Details •Account List under Chart of Account Any inputs not mentioned in the allowed inputs N/A Yes
6.Credit Account •Credit Account on Purchase Details •Account List under Chart of Account Any inputs not mentioned in the allowed inputs N/A Yes
7.Inventory Account •Account Details on Inventory Detail •Account List under Chart of Account Any inputs not mentioned in the allowed inputs N/A Yes
8.Revenue Type •Tax Revenue Type on Item Class •Tax Type List under Chart of Account Maintenance Module Any inputs not mentioned in the allowed inputs N/A No
9.Expense Type •Tax Expense Type on Item Class •Tax Type List under Chart of Account Maintenance Module Any inputs not mentioned in the allowed inputs N/A No
Activating Item Class Record

Item Class can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Item Class - Activate1.png
  • Using Activate Button for activating multiple record
Maintenance - Item Class - Activate2.png


Deactivating Item Class Record

Item Class can be deactivated in two ways:

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


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


Deleting Item Class Record

Item Class can be deleted in two ways:

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


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


Item Class Record Option
Actions Available base on Item Class Record Status
Status View Edit Deactivate Activate Delete
ACTIVE
INACTIVE

Notes:

  • The user may edit the record under view screen.
  • Item Class is required field on Item Master Module. Item Class can be use as long as its status is ACTIVE
    • INACTIVE Item class can still be used as long as it is already tag on the past records prior to its deactivation
    • Used Item Class record cannot be deleted.
  • 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 | Item Class | Item Master | Chart of Account | Tax