Discussion

Difference between revisions of "Currency"

 
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Line 1: Line 1:
 
<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Maintenance]] | [[Currency]] | [[Exchange Rate]]
+
[[Maintenance]] | [[Exchange Rate]]
 
</div>
 
</div>
 
==Currency==
 
==Currency==
Line 6: Line 6:
  
 
=====Currency Record List=====
 
=====Currency Record List=====
−
[[File:Currency Record List.png|center|thumb|Currency Record List]]
+
[[File:Maintenance - Currency - Record List.png|border|center|1500x1500px]]
 +
<br />
  
 
*Currency can be used on [[Payment Voucher]], [[Import Purchase Order]], [[Debit Voucher]], [[Accounts Payable]] and when assigning [[Exchange Rate]]
 
*Currency can be used on [[Payment Voucher]], [[Import Purchase Order]], [[Debit Voucher]], [[Accounts Payable]] and when assigning [[Exchange Rate]]
Line 13: Line 14:
  
 
=====Adding Currency=====
 
=====Adding Currency=====
−
[[File:Adding Currency.png|center|thumb|773x773px|Adding Currency]]
+
 
−
{| class="wikitable"
+
#Click [[Currency]] under Maintenance Menu
−
!Field
+
#Under Currency Screen, Click '''Add Currency'''
−
!Description
+
#Fill out the necessary fields then click '''Save.'''
−
!Expected Output
+
 
 +
[[File:Maintenance - Currency - Add.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field'''
 
|-
 
|-
 
|1.Currency Code
 
|1.Currency Code
 
|•Reference Code for Currency
 
|•Reference Code for Currency
 
|•Alphanumeric
 
|•Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" |Special Characters
 +
| style="vertical-align:middle;text-align:center;" |3
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Currency Name
 
|2.Currency Name
 
|•Name of Currency
 
|•Name of Currency
−
|•Text
+
|•Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |15
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|}
 
|}
 +
 +
 
Notes:
 
Notes:
  
−
*For detailed instructions on how to create a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]]
+
*Currency Code is a unique field, it cannot be edited once created.
 +
 
 +
=====Viewing Currency=====
 +
 
 +
#Go to Maintenance then click [[Currency]]
 +
#Select a Currency record that needs to view its details. Click the drop-down arrow then click View.
 +
#The user has an option to edit the Currency record upon viewing it
 +
 
 +
[[File:Maintenance - Currency - View.png|border|center|1500x1500px]]
 +
 
  
 
=====Editing Currency=====
 
=====Editing Currency=====
−
[[File:Editing Currency.png|center|thumb|776x776px|Editing Currency]]
+
 
−
{| class="wikitable"
+
#Go to Maintenance then click [[Currency]]
−
!Field
+
#Select a Currency record that needs to update its details. Click the drop-down arrow then choose '''Edit.'''
−
!Description
+
#Update the necessary fields then click '''Save.'''
−
!Expected Output
+
 
 +
[[File:Maintenance - Currency - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field'''
 
|-
 
|-
−
|1.Currency Name
+
|1.Currency Code
 +
|•Reference Code for Currency
 +
| 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;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
|-
 +
|2.Currency Name
 
|•Name of Currency
 
|•Name of Currency
−
|•Text
+
|•Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |15
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|}Notes:
 
|}Notes:
  
−
*For detailed instructions on how to edit a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]]
+
*Currency Code is a unique field, it cannot be edited once created.
  
 +
=====<span class="mw-headline" id="Activating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Currency Record</span></span></span></span></span></span></span>=====
 +
Currency can be Activated in two ways:
 +
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 +
[[File:Maintenance - Currency - Activate1.png|border|center|1500x1500px]]
 +
<br />
 +
 +
*Using Activate Button for activating multiple record.
 +
 +
[[File:Maintenance - Currency - Activate2.png|border|center|1500x1500px]]
 +
<br />
 +
 +
=====<span class="mw-headline" id="Deactivating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Currency Record</span></span></span></span></span></span></span>=====
 +
Currency can be deactivated in two ways:
 +
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 +
[[File:Maintenance - Currency - Deactivate1.png|border|center|1500x1500px]]
 
<br />
 
<br />
−
=====Currency Record Option=====
 
−
[[File:Currency Record Option.png|center|thumb|Currency Record Option]]Notes:
 
  
−
*For detailed instructions on how to View, Edit, Deactivate/Activate and Delete a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]]
+
*Using Deactivate Button for deactivating multiple record
  
 +
[[File:Maintenance - Currency - Deactivate2.png|border|center|1500x1500px]]
 
<br />
 
<br />
−
=====Currency View Record=====
 
−
[[File:Currency View Record.png|center|thumb|Currency View Record]]Notes:
 
  
−
*The user can edit the Currency when viewing its details.
+
=====<span class="mw-headline" id="Deleting_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Currency Record</span></span></span></span></span></span></span>=====
 +
Currency can be deleted in two ways:
  
−
*For detailed instructions on how to create a Currency, you can visit the Currency Job Aid which can be found [[Currency Aids|here]]
+
*Using drop-down arrow of a record can be used in single record deletion
  
−
{| class="wikitable"
+
[[File:Maintenance - Currency - Delete1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Delete Button for deleting multiple record
 +
 
 +
[[File:Maintenance - Currency - Delete2.png|border|center|1500x1500px]]
 +
<br />
 +
=====Currency 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 Currency 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 the Currency when viewing its details
 +
*The Currency record cannot be deleted once it is used in a transaction or in other modules.
 +
*The base Currency cannot be deactivate or activate once used.
 +
*Activating/Deactivating and Deleting of Records can be done in two ways.
 +
**For single records, the user may use the drop down arrow then the action that need to perform.
 +
**For multiple records, the user may tick the records then click the action button that need to perform
 +
***Click the Yes in the confirmation to proceed on the action taken.
 +
 
 +
{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
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|-
 
|-
 
|Financials
 
|Financials
−
|[[Accounts Payable]]<nowiki> | </nowiki>[[Debit Memo]]<nowiki> | </nowiki>[[Debit Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]
+
|[[Accounts Payable]]<nowiki> | </nowiki>[[Debit Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]
−
|-
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
−
|-
 
−
|Maintenance Aids
 
−
|[[Currency Aids]]<nowiki> | </nowiki>[[Exchange Rate Aids]]
 
−
|-
 
−
|Purchase Aids
 
−
|[[Import Purchase Order Aid]]
 
−
|-
 
−
|Financials
 
−
|[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Debit Memo Aids]]<nowiki> | </nowiki>[[Debit Voucher Aids]]<nowiki> | </nowiki>[[Payment Voucher Aids]]
 
 
|}
 
|}
 +
[[Category:Maintenance]]

Latest revision as of 12:05, 12 April 2022

Currency

This maintenance screen allows users to configure and add the currencies that will be used on their transaction.

Currency Record List
Maintenance - Currency - Record List.png


Adding Currency
  1. Click Currency under Maintenance Menu
  2. Under Currency Screen, Click Add Currency
  3. Fill out the necessary fields then click Save.
Maintenance - Currency - Add.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field
1.Currency Code •Reference Code for Currency •Alphanumeric Special Characters 3 Yes
2.Currency Name •Name of Currency •Alphanumeric None 15 Yes


Notes:

  • Currency Code is a unique field, it cannot be edited once created.
Viewing Currency
  1. Go to Maintenance then click Currency
  2. Select a Currency record that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to edit the Currency record upon viewing it
Maintenance - Currency - View.png


Editing Currency
  1. Go to Maintenance then click Currency
  2. Select a Currency record that needs to update its details. Click the drop-down arrow then choose Edit.
  3. Update the necessary fields then click Save.
Maintenance - Currency - Edit.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field
1.Currency Code •Reference Code for Currency N/A N/A N/A N/A
2.Currency Name •Name of Currency •Alphanumeric None 15 Yes

Notes:

  • Currency Code is a unique field, it cannot be edited once created.
Activating Currency Record

Currency can be Activated in two ways:

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


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


Deactivating Currency Record

Currency can be deactivated in two ways:

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


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


Deleting Currency Record

Currency can be deleted in two ways:

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


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


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

Notes:

  • The user can edit the Currency when viewing its details
  • The Currency record cannot be deleted once it is used in a transaction or in other modules.
  • The base Currency cannot be deactivate or activate once used.
  • Activating/Deactivating and Deleting of Records can be done in two ways.
    • For single records, the user may use the drop down arrow then the action that need to perform.
    • For multiple records, the user may tick the records then click the action button that need to perform
      • Click the Yes in the confirmation to proceed on the action taken.
Categories:
Modules
Maintenance Maintenance | Currency | Exchange Rate
Purchase Import Purchase Order
Financials Accounts Payable | Debit Voucher | Payment Voucher
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