Difference between revisions of "Item Class"

 
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Line 15: Line 15:
 
=====Adding Item Class=====
 
=====Adding Item Class=====
  
#Go to Maintenance then Click [[Item Class]]
+
#Click [[Item Class]] under Maintenance Menu
#Click '''Add Item Class''' Button
+
#Under Item Class Menu Screen, Click '''Add Item Class''' Button
#Fill up the necessary fields then click '''Save.'''
+
#Fill up the necessary fields then click '''Save. Note: Fields with * are require fields'''
  
 
[[File:Maintenance - Item Class - Add.png|border|center|1500x1500px]]
 
[[File:Maintenance - Item Class - Add.png|border|center|1500x1500px]]
 
<br />
 
<br />
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
!Field
+
! colspan="6" |'''Item Class Details'''
!Description
+
|-
!Expected Values
+
!'''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 Account|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 Account|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 Account|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 Account|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 Account|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 69: Line 111:
 
*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
 
*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]]
 
**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=====
 +
 +
#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=====
Line 78: Line 129:
 
[[File:Maintenance - Item Class - Edit.png|border|center|1737x1737px]]
 
[[File:Maintenance - Item Class - Edit.png|border|center|1737x1737px]]
 
<br />
 
<br />
{| class="wikitable" style="margin: auto;"
+
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
!Field
+
! colspan="6" |'''Item Class Details'''
!Description
+
|-
!Expected Values
+
!'''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 Account|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 Account|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 Account|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 Account|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 Account|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 135: Line 228:
  
 
*When Importing the records, the user should follow the following steps provided in the Importing Item Class Screen such as
 
*When Importing the records, the user should follow the following steps provided in the Importing Item Class Screen such as
**Downloading the template link provided under Step 1.
 
**Filling up the information needed for each columns of the template
 
**Uploading the updated Template
 
  
 
[[File:Maintenance - Item Class - Import.png|border|center|1499x1499px]]
 
[[File:Maintenance - Item Class - Import.png|border|center|1499x1499px]]
 
<br />
 
<br />
{| 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;"
+
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Item Class Import Details
+
! colspan="6" |'''Item Class Details'''
! colspan="5" |'''Item Class Details'''
+
|-
|- style="box-sizing: inherit;"
+
!'''Field'''
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Field'''
+
!'''Description'''
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Description'''
+
!'''Allowed Inputs'''
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Allowed Inputs'''
+
!'''Restricted Inputs'''
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Input Restrictions'''
+
!'''Character Limit'''
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Required Field?'''
+
!'''Required Field?'''
|- style="box-sizing: inherit;"
+
|-
| style="" |1. Item Class
+
|1.Item Class
| style="" |Defines the item base from properties and attributes
+
|•Class of the Item
| style="vertical-align:middle;text-align:left;" |*Alphanumeric
+
|•Alphanumeric
<nowiki>*</nowiki>Special Characters
+
|None
| style="" |*Up to 25 characters
+
| 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;" |Yes
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
|- style="box-sizing: inherit;"
+
|-
| style="" |2. Parent Class
+
|2.Parent Class
| style="" |The Item Class being inherited from
+
|•Parent of the Item Class
| style="" |*Existing Item Class record from Item Class Maintenance Module
+
|•Parent Class List Field
| style="" |*Any inputs not mentioned in the allowed inputs
+
|Any inputs not mentioned in the allowed inputs
 
<nowiki>*</nowiki>Inactive Item Class
 
<nowiki>*</nowiki>Inactive Item Class
| style="vertical-align:middle;text-align:center;" |Yes
+
| 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="5" |'''Accounting Details'''
+
! colspan="6" |'''Accounting Details'''
 
|-
 
|-
 
!'''Field'''
 
!'''Field'''
 
!'''Description'''
 
!'''Description'''
!'''Allowed Inputs'''
+
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Allowed Inputs'''
!'''Input Restrictions'''
+
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 
!'''Required Field?'''
 
!'''Required Field?'''
 
|-
 
|-
|3. Sales Debit Account
+
|3.Debit Account
|Assigned Debit Account when selling an Item
+
|•Debit Account on Sales Details
|*Account Name under Account List provided in [[Chart of Account|Chart of Accounts]] Maintenance Module
+
|•Account List under [[Chart of Account]]
|*Any inputs not mentioned in the allowed inputs
+
|Any inputs not mentioned in the allowed inputs
| style="vertical-align:middle;text-align:center;" |Yes
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
|- style="box-sizing: inherit;"
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
| style="" |4. Sales Credit Account
+
|-
| style="" |Assigned Credit Account when selling an Item
+
|4.Credit Account
| style="" |*Account Name under Account List provided in [[Chart of Account|Chart of Accounts]] Maintenance Module
+
|•Credit Account on Sales Details
| style="" |*Any inputs not mentioned in the allowed inputs
+
|•Account List under [[Chart of Account]]
| style="vertical-align:middle;text-align:center;" |Yes
+
|Any inputs not mentioned in the allowed inputs
|- style="box-sizing: inherit;"
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
| style="" |5. Purchase Debit Account
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
| style="" |Assigned Debit Account when Purchasing an Item
+
|-
| style="" |*Account Name under Account List provided in [[Chart of Account|Chart of Accounts]] Maintenance Module
+
|5.Debit Account
| style="" |*Any inputs not mentioned in the allowed inputs
+
|•Debit Account on Purchase Details
| style="vertical-align:middle;text-align:center;" |Yes
+
|•Account List under [[Chart of Account]]
|- style="box-sizing: inherit;"
+
|Any inputs not mentioned in the allowed inputs
| style="" |6. Purchase Credit Account
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
| style="" |Assigned Credit Account when Purchasing an Item
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
| style="" |*Account Name under Account List provided in [[Chart of Account|Chart of Accounts]] Maintenance Module
+
|-
| style="" |*Any inputs not mentioned in the allowed inputs
+
|6.Credit Account
| style="vertical-align:middle;text-align:center;" |Yes
+
|•Credit Account on Purchase Details
|- style="box-sizing: inherit;"
+
|•Account List under [[Chart of Account]]
| style="" |7. Inventory Account
+
|Any inputs not mentioned in the allowed inputs
| style="" |Assigned Account on Inventory Changes
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
| style="" |*Account Name under Account List provided in [[Chart of Account|Chart of Accounts]] Maintenance Module
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
| style="" |*Any inputs not mentioned in the allowed inputs
+
|-
| style="vertical-align:middle;text-align:center;" |Yes
+
|7.Inventory Account
|- style="box-sizing: inherit;"
+
|•Account Details on Inventory Detail
| style="" |8. Revenue Type(Tax)
+
|•Account List under [[Chart of Account]]
| style="" |Assigned Tax Type on Tax Revenue
+
|Any inputs not mentioned in the allowed inputs
| style="" |*Tax Name under Tax Type List provided in [[Tax]] 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="" |*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;}" |Yes
| style="vertical-align:middle;text-align:center;" |No
+
|-
 +
|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)
+
|9.Expense Type
|Assigned Tax Type on Tax Expense
+
|•Tax Expense Type on Item Class
|*Tax Name under Tax Type List provided in [[Tax]] Maintenance Module
+
|•Tax Type List under [[Chart of Account]] Maintenance Module
|*Any inputs not mentioned in the allowed inputs
+
|Any inputs not mentioned in the allowed inputs
| style="vertical-align:middle;text-align:center;" |No
+
| 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>=====
 
=====<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:
 
Item Class can be Activated in two ways:
Line 222: Line 320:
  
 
[[File:Maintenance - Item Class - Activate1.png|border|center|1500x1500px]]
 
[[File:Maintenance - Item Class - Activate1.png|border|center|1500x1500px]]
<br />
 
  
 
*Using Activate Button for activating multiple record
 
*Using Activate Button for activating multiple record
Line 289: Line 386:
 
***Click the Yes in the confirmation to proceed on the action taken.
 
***Click the Yes in the confirmation to proceed on the action taken.
  
<br />
 
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
Line 297: Line 393:
 
|[[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]]
 
|}
 
|}
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[[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