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Difference between revisions of "Item Type"

(Created page with "'''Item Type''' This maintenance screen allows the users to configure and add item group and type on their items. '''Item Type Record List''' File:Item Type Record List.pn...")
 
 
(14 intermediate revisions by the same user not shown)
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'''Item Type'''
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<div style="text-align: center;">
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[[Maintenance]] | [[Item Class]] | [[Item Master]]
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</div>
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==Item Type==
 +
This maintenance screen allows the users to configure and add item group and type on their items.
  
−
This maintenance screen allows the users to configure and add item group and type on their items.
+
=====Item Type Record List=====
 +
[[File:Maintenance - Item Type - Record List.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Item Type is required when creating an [[Item Master]] Record.
 +
**Item Type should be on '''ACTIVE''' status in order to use it on creating a [[Item Master]] record.
  
−
'''Item Type Record List'''
+
=====Adding Item Type=====
−
[[File:Item Type Record List.png|center|thumb|Item Type Record List]]
 
  
 +
#Click [[Item Type]] under Maintenance Menu
 +
#Under Item Type Screen, click '''Add Item Type'''
 +
#Fill out the necessary fields then click Save. Note: Fields with * are require fields
  
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'''Adding Item Type'''
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[[File:Maintenance - Item Type - Add.png|border|center|1500x1500px]]
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[[File:Adding Item Type.png|center|thumb|865x865px|Adding Item Type]]
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<br />
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{| class="wikitable"
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{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
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!Field
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!'''Field'''
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!Description
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!'''Description'''
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!Expected Values
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!'''Expected Values'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
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|1.Item Group
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|1.Item Type
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|<span style="color: rgb(34, 34, 34)">•Item Group assigned on the Item Type</span>
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|•Name of the Item Type
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|•Goods/Services
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|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| 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
 +
|}<br />
 +
=====Viewing Item Type=====
 +
 
 +
#Click [[Item Type]] under Maintenance Menu
 +
#Select an Item Type that needs to view its details. Click the drop-down arrow then click View
 +
#The user has an option to Edit the Item Type while viewing it.
 +
 
 +
[[File:Maintenance - Item Type - View.png|border|center|1500x1500px]]
 +
 
 +
=====Editing Item Type=====
 +
 
 +
#Go to Maintenance then click [[Item Type]]
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#Select the Item Type that needs to update its details. Click the drop-down arrow then click '''Edit'''
 +
#Update the necessary Fields and Click '''Save'''
 +
 
 +
[[File:Maintenance - Item Type - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Expected Values'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
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|2.Item Type
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|1.Item Type
 
|•Name of the Item Type
 
|•Name of the Item Type
−
|•Alphanumeric
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|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |25
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|}
 
|}
 +
<br />
 +
=====Importing and Exporting Item Type=====
 +
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.
  
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'''Editing Item Type'''
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[[File:Maintenance - Item Type - Export.png|border|center|1495x1495px]]
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[[File:Editing Item Type.png|center|thumb|867x867px|Editing Item Type]]
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<br />
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{| class="wikitable"
+
 
−
!Field
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*When Importing the records, the user should follow the following steps provided in the Importing Item Type Screen such as
−
!Description
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**Downloading the template link provided under Step 1.
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!Expected Values
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**Filling up the information needed for each columns of the template
 +
**Uploading the updated Template
 +
 
 +
[[File:Maintenance - Item Type - Import.png|border|center|1499x1499px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Expected Values'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
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|1.Item Group
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|1.Item Type
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|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">•Item Group assigned on the Item Type</span>
 
−
|•Goods/Services
 
−
|-
 
−
|2.Item Type
 
 
|•Name of the Item Type
 
|•Name of the Item Type
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|•Alphanumeric
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|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| 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
 
|}
 
|}
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'''Item Type Option'''
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=====<span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Item Type Record</span>=====
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[[File:Item Type Option.png|center|thumb|Item Type Option]]
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Item Type can be Activated in two ways:
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*Using drop-down arrow of a record can be used in single record Activation
 +
 
 +
[[File:Maintenance - Item Type - Activate1.png|border|center|1500x1500px]]
 +
<br />
  
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*Using Activate Button for activating multiple record
  
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'''Item Type Importing Option'''
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[[File:Maintenance - Item Type - Activate2.png|border|center|1500x1500px]]
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[[File:Item Type Importing Option.png|center|thumb|Item Type Importing Option]]
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<br />
  
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=====<span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Item Type Record</span>=====
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Item Type can be deactivated in two ways:
  
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'''Item Type Record Option'''
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*Using drop-down arrow of a record can be used in single record deactivation
−
[[File:Item Type Record Option.png|center|thumb|Item Type Record Option]]
 
  
 +
[[File:Maintenance - Item Type - Deactivate1.png|border|center|1500x1500px]]
 +
<br />
  
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'''Item Type View Record'''
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*Using Deactivate Button for deactivating multiple record
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[[File:Item Type View Record.png|center|thumb|Item Type View Record]]
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 +
[[File:Maintenance - Item Type - Deactivate2.png|border|center|1500x1500px]]
 
<br />
 
<br />
 +
=====<span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Item Type Record</span>=====
 +
Item Type can be deleted in two ways:
 +
 +
*Using drop-down arrow of a record can be used in single record deletion
 +
 +
[[File:Maintenance - Item Type - Delete1.png|border|center|1500x1500px]]
 +
<br />
 +
 +
*Using Delete Button for deleting multiple record
 +
 +
[[File:Maintenance - Item Type - Delete2.png|border|center|1500x1500px]]
 +
<br />
 +
=====Item Type 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 Item Type Record Status
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
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! style="background-color:rgb(234, 236, 240);text-align:center;" |View
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
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|- style="box-sizing: inherit;"
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| style="" |'''ACTIVE'''
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
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| style="vertical-align:middle;text-align:center;" |☑
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|- style="box-sizing: inherit;"
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| style="" |'''INACTIVE'''
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| 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;" |☑
 +
|}
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Notes:
 +
 +
*The user can edit the details while viewing the record.
 +
*Item Type is required field on [[Item Master]] Module. Item Type can be use as long as its status is '''ACTIVE'''
 +
**'''INACTIVE''' Item Type can still be used as long as it is already tag on the past records prior to its deactivation
 +
**Used Item Type 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.
 +
 +
{| class="wikitable" style="margin: auto;"
 +
|+Categories:
 +
! colspan="2" |'''Modules'''
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|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]
 +
|}
 +
[[Category:Maintenance]]

Latest revision as of 13:11, 12 April 2022

Item Type

This maintenance screen allows the users to configure and add item group and type on their items.

Item Type Record List
Maintenance - Item Type - Record List.png


  • Item Type is required when creating an Item Master Record.
    • Item Type should be on ACTIVE status in order to use it on creating a Item Master record.
Adding Item Type
  1. Click Item Type under Maintenance Menu
  2. Under Item Type Screen, click Add Item Type
  3. Fill out the necessary fields then click Save. Note: Fields with * are require fields
Maintenance - Item Type - Add.png


Field Description Expected Values Restricted Inputs Character Limit Required Field?
1.Item Type •Name of the Item Type *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters not mentioned 25 Yes


Viewing Item Type
  1. Click Item Type under Maintenance Menu
  2. Select an Item Type that needs to view its details. Click the drop-down arrow then click View
  3. The user has an option to Edit the Item Type while viewing it.
Maintenance - Item Type - View.png
Editing Item Type
  1. Go to Maintenance then click Item Type
  2. Select the Item Type that needs to update its details. Click the drop-down arrow then click Edit
  3. Update the necessary Fields and Click Save
Maintenance - Item Type - Edit.png


Field Description Expected Values Restricted Inputs Character Limit Required Field?
1.Item Type •Name of the Item Type *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters not mentioned 25 Yes


Importing and Exporting Item Type

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 Type - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Item Type 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
Maintenance - Item Type - Import.png


Field Description Expected Values Restricted Inputs Character Limit Required Field?
1.Item Type •Name of the Item Type *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters not mentioned 25 Yes
Activating Item Type Record

Item Type can be Activated in two ways:

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


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


Deactivating Item Type Record

Item Type can be deactivated in two ways:

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


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


Deleting Item Type Record

Item Type can be deleted in two ways:

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


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


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

Notes:

  • The user can edit the details while viewing the record.
  • Item Type is required field on Item Master Module. Item Type can be use as long as its status is ACTIVE
    • INACTIVE Item Type can still be used as long as it is already tag on the past records prior to its deactivation
    • Used Item Type 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 Type | Item Class | Item Master
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