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Difference between revisions of "Purchase Journal"

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<div style="text-align: center;">[[Tax Reports]] | [[Purchase Journal]] | [[Purchase Journal Aids]]</div>
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<div style="text-align: center;">[[Tax Reports]] | [[Purchase Journal]] | [[Supplier]] | [[Purchase Receipt]]</div>
  
 
==Purchase Journal==
 
==Purchase Journal==
  
 
======Purchase Journal Menu List======
 
======Purchase Journal Menu List======
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[[File:Purchase Journal Menu List.png|center|thumb|1052x1052px|Purchase Journal Menu List]]
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[[File:Tax Reports - Purchase Journal - Record List.png|border|center|1500x1500px]]
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Purchase Journal refers to the report <br />
 
  
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======Purchase Journal View Voucher======
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[[File:Purchase Journal View Voucher.png|center|thumb|1050x1050px|Purchase Journal View Voucher]]
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'''[[Purchase Journal]]''' refers to the report for the recording of the purchase on credit from suppliers (supplier's payables)
 +
 
 +
=====<span class="mw-headline" id="Requirements_before_using_Sales_Journal" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Returns_per_Customer" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_AR_Detailed_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Accounts_Receivable_Aging" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Purchase Journal</span></span></span></span></span></span>=====
 +
 
 +
*The user should setup have the following records in order to proceed on using the Sales Journal
 +
**[[Supplier]]
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**[[Purchase Receipt]]
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{| class="wikitable" style="margin: auto;"
 +
|+Purchase Journal terms on Oojeema Prime
 +
!'''Field'''
 +
!'''Description'''
 +
|-
 +
|1. '''Record Filter'''(Date Range, Supplier)
 +
|Set of record filters for precise searching of records.
 +
 
 +
*Date Range will be automatically set as the Current Month by default
 +
*Supplier will be automatically be set as Filter: All by default
 +
|-
 +
|2. '''Export'''
 +
|Allows the user to Export the report
 +
|-
 +
|3. '''Date'''
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|Date of the Transaction
 +
|-
 +
|4. '''Supplier's TIN'''
 +
|Tax Identification Number of the [[Supplier]]
 +
|-
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|5. '''Supplier's Name'''
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|Name of the [[Supplier]]
 +
|-
 +
|6. '''Description'''
 +
|Any remarks on the Transaction/[[Purchase Receipt]].
 +
|-
 +
|7. '''Reference No.'''
 +
|Reference No of the [[Purchase Receipt]]
 +
|-
 +
|8. '''Amount'''
 +
|Amount in the [[Purchase Receipt]].
 +
 
 +
*Discounts and other computations is already applied on this Amount.
 +
|-
 +
|9. '''Discount Amount'''
 +
|Discount amount applied on the Transaction.
 +
|-
 +
|10.  '''VAT Amount'''
 +
|Tax Amount Applied on the Transaction
 +
|-
 +
|11. '''Net Purchase'''
 +
|Amount accumulated from purchases without VAT applied.
 +
|}
 +
 
 +
 
 +
Notes:
 +
 
 +
*Supplier must be '''ACTIVE''' status in order to View its Records in the Filter.
 +
**Supplier status can be seen in <span>[[Supplier]]</span> Maintenance Module
 +
*To check the computation of each Tax, the user may Visit Tax Module page which can be found [[Tax|here]]
 +
 
 +
=====<span class="mw-headline" id="Exporting_Purchase_Journal" style="box-sizing: inherit;">Exporting Purchase Journal</span>=====
 +
 
 +
#Click [[Reports]] under Main Menu
 +
#Under Reports Page, Click '''[[Purchase Journal]]''' under [[Tax Reports]] section.
 +
#Under Purchase Journal, click the Export Button on the right side. Take note that you can filter the Date and Supplier for precise exportation of records.
 +
 
 +
[[File:Tax Reports - Purchase Journal - Export.png|border|center|1599x1599px]]
 
<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: 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;"
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=====<span class="mw-headline" id="Viewing_Reference_Vouchers_in_Purchase_Journal" style="box-sizing: inherit;">Viewing Reference Vouchers in Purchase Journal</span>=====
 +
 
 +
#Under the Main Menu, Click '''[[Reports]]'''
 +
#Under Reports Menu, Click '''[[Purchase Journal]]''' under [[Tax Reports]].
 +
#Under Purchase Journal, you can check the following linked record in the Reference No. column. Clicking the record will redirect you to View mode of the reference.
 +
 
 +
[[File:Tax Reports - Purchase Journal - View.png|border|center|1874x1874px]]
 +
<br />
 +
{| 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'''
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| style="" |Maintenance
 
| style="" |Maintenance
 
| style="" |[[Supplier]]<nowiki> | </nowiki>[[Tax]]
 
| style="" |[[Supplier]]<nowiki> | </nowiki>[[Tax]]
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|- style="box-sizing: inherit;"
 
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
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|- style="box-sizing: inherit;"
 
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| style="" |Sales Aids
 
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| style="" |[[Sales Invoice]]
 
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|- style="box-sizing: inherit;"
 
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| style="" |Maintenance Aids
 
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| style="" |[[Supplier Aids]]<nowiki> | </nowiki>[[Tax Aids]]
 
 
|-
 
|-
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''
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|Tax Reports
 
|Tax Reports
 
|[[Sales Journal]]<nowiki> | </nowiki>[[Purchase Journal]]<nowiki> | </nowiki>[[VAT Summary]]<nowiki> | </nowiki>[[BIR Form 2550M]]<nowiki> | </nowiki>[[BIR Form 2550Q]]<nowiki> | </nowiki>[[BIR Form 2551Q]]<nowiki> | </nowiki>[[BIR Form 0619-E]]<nowiki> | </nowiki>[[BIR Form 1601E-Q]]<nowiki> | </nowiki>[[BIR Form 1604E]]<nowiki> | </nowiki>[[Sales Relief]]<nowiki> | </nowiki>[[Purchase Relief]]<nowiki> | </nowiki>[[SAWT|Summary Alphalist of Withholding Tax]]
 
|[[Sales Journal]]<nowiki> | </nowiki>[[Purchase Journal]]<nowiki> | </nowiki>[[VAT Summary]]<nowiki> | </nowiki>[[BIR Form 2550M]]<nowiki> | </nowiki>[[BIR Form 2550Q]]<nowiki> | </nowiki>[[BIR Form 2551Q]]<nowiki> | </nowiki>[[BIR Form 0619-E]]<nowiki> | </nowiki>[[BIR Form 1601E-Q]]<nowiki> | </nowiki>[[BIR Form 1604E]]<nowiki> | </nowiki>[[Sales Relief]]<nowiki> | </nowiki>[[Purchase Relief]]<nowiki> | </nowiki>[[SAWT|Summary Alphalist of Withholding Tax]]
−
|-
 
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
−
|-
 
−
|Tax Reports
 
−
|[[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>[[Purchase Relief Aids]]<nowiki> | </nowiki>[[SAWT Aids|Summary Alphalist of Withholding Taxes Aids]]
 
 
|}
 
|}
 +
[[Category:Tax Reports]]
 +
 +
[[Category:Purchase]]
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[[Category:Financials]]

Latest revision as of 12:39, 8 April 2022

Purchase Journal

Purchase Journal Menu List
Tax Reports - Purchase Journal - Record List.png


Purchase Journal refers to the report for the recording of the purchase on credit from suppliers (supplier's payables)

Requirements before using Purchase Journal
  • The user should setup have the following records in order to proceed on using the Sales Journal
Purchase Journal terms on Oojeema Prime
Field Description
1. Record Filter(Date Range, Supplier) Set of record filters for precise searching of records.
  • Date Range will be automatically set as the Current Month by default
  • Supplier will be automatically be set as Filter: All by default
2. Export Allows the user to Export the report
3. Date Date of the Transaction
4. Supplier's TIN Tax Identification Number of the Supplier
5. Supplier's Name Name of the Supplier
6. Description Any remarks on the Transaction/Purchase Receipt.
7. Reference No. Reference No of the Purchase Receipt
8. Amount Amount in the Purchase Receipt.
  • Discounts and other computations is already applied on this Amount.
9. Discount Amount Discount amount applied on the Transaction.
10. VAT Amount Tax Amount Applied on the Transaction
11. Net Purchase Amount accumulated from purchases without VAT applied.


Notes:

  • Supplier must be ACTIVE status in order to View its Records in the Filter.
    • Supplier status can be seen in Supplier Maintenance Module
  • To check the computation of each Tax, the user may Visit Tax Module page which can be found here
Exporting Purchase Journal
  1. Click Reports under Main Menu
  2. Under Reports Page, Click Purchase Journal under Tax Reports section.
  3. Under Purchase Journal, click the Export Button on the right side. Take note that you can filter the Date and Supplier for precise exportation of records.
Tax Reports - Purchase Journal - Export.png


Viewing Reference Vouchers in Purchase Journal
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Purchase Journal under Tax Reports.
  3. Under Purchase Journal, you can check the following linked record in the Reference No. column. Clicking the record will redirect you to View mode of the reference.
Tax Reports - Purchase Journal - View.png


Categories:
Modules
Purchase Purchase Receipt
Maintenance Supplier | Tax
Reports Module(Reports)
Reports Tax Reports
Tax Reports Sales Journal | Purchase Journal | VAT Summary | BIR Form 2550M | BIR Form 2550Q | BIR Form 2551Q | BIR Form 0619-E | BIR Form 1601E-Q | BIR Form 1604E | Sales Relief | Purchase Relief | Summary Alphalist of Withholding Tax
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