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Difference between revisions of "Item Type"
(Tag: Visual edit) |
(Tag: Visual edit) |
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<div style="text-align: center;"> | <div style="text-align: center;"> | ||
| − | [[Maintenance | + | [[Maintenance]] | [[Item Class]] | [[Item Master]] |
</div> | </div> | ||
==Item Type== | ==Item Type== | ||
| Line 14: | Line 14: | ||
=====Adding Item Type===== | =====Adding Item Type===== | ||
| − | # | + | #Click [[Item Type]] under Maintenance Menu |
| − | #Under Item Type Screen, click '''Add Item Type''' | + | #Under Item Type Screen, click '''Add Item Type''' |
| − | #Fill | + | #Fill out the necessary fields then click Save. Note: Fields with * are require fields |
[[File:Maintenance - Item Type - Add.png|border|center|1500x1500px]] | [[File:Maintenance - Item Type - Add.png|border|center|1500x1500px]] | ||
<br /> | <br /> | ||
| − | {| class="wikitable" style="margin: auto;" | + | {| class="wikitable" style="margin: auto;" data-ve-attributes="{"style":"margin: auto;"}" |
| − | !Field | + | !'''Field''' |
| − | !Description | + | !'''Description''' |
| − | !Expected Values | + | !'''Expected Values''' |
| + | !'''Restricted Inputs''' | ||
| + | !'''Character Limit''' | ||
| + | !'''Required Field?''' | ||
|- | |- | ||
|1.Item Type | |1.Item Type | ||
|•Name of the Item Type | |•Name of the Item Type | ||
| − | | | + | |*Alphanumeric |
| + | <nowiki>*</nowiki>Dash "-" | ||
| + | |||
| + | <nowiki>*</nowiki>Underscore "_" | ||
| + | | style="vertical-align:middle;text-align:center;" data-ve-attributes="{"style":"vertical-align:middle;text-align:center;"}" |Other Special Characters not mentioned | ||
| + | | style="vertical-align:middle;text-align:center;" data-ve-attributes="{"style":"vertical-align:middle;text-align:center;"}" |25 | ||
| + | | style="vertical-align:middle;text-align:center;" data-ve-attributes="{"style":"vertical-align:middle;text-align:center;"}" |Yes | ||
|}<br /> | |}<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===== | =====Editing Item Type===== | ||
#Go to Maintenance then click [[Item Type]] | #Go to Maintenance then click [[Item Type]] | ||
| − | #Select the Item Type that needs | + | #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''' | #Update the necessary Fields and Click '''Save''' | ||
| Line 38: | Line 55: | ||
<br /> | <br /> | ||
{| class="wikitable" style="margin: auto;" | {| class="wikitable" style="margin: auto;" | ||
| − | !Field | + | !'''Field''' |
| − | !Description | + | !'''Description''' |
| − | !Expected Values | + | !'''Expected Values''' |
| + | !'''Restricted Inputs''' | ||
| + | !'''Character Limit''' | ||
| + | !'''Required Field?''' | ||
|- | |- | ||
|1.Item Type | |1.Item Type | ||
|•Name of the Item Type | |•Name of the Item Type | ||
| − | | | + | |*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 /> | <br /> | ||
| Line 64: | Line 90: | ||
[[File:Maintenance - Item Type - Import.png|border|center|1499x1499px]] | [[File:Maintenance - Item Type - Import.png|border|center|1499x1499px]] | ||
<br /> | <br /> | ||
| − | {| class="wikitable" style=" | + | {| class="wikitable" style="margin: auto;" data-ve-attributes="{"style":"margin: auto;"}" |
| − | + | !'''Field''' | |
| − | ! | + | !'''Description''' |
| − | + | !'''Expected Values''' | |
| − | ! | + | !'''Restricted Inputs''' |
| − | ! | + | !'''Character Limit''' |
| − | ! | + | !'''Required Field?''' |
| − | ! | + | |- |
| − | ! | + | |1.Item Type |
| − | |- | + | |•Name of the Item Type |
| − | + | |*Alphanumeric | |
| − | | | ||
| − | |||
| − | |||
<nowiki>*</nowiki>Dash "-" | <nowiki>*</nowiki>Dash "-" | ||
<nowiki>*</nowiki>Underscore "_" | <nowiki>*</nowiki>Underscore "_" | ||
| − | | style="" | | + | | style="vertical-align:middle;text-align:center;" data-ve-attributes="{"style":"vertical-align:middle;text-align:center;"}" |Other Special Characters not mentioned |
| − | + | | style="vertical-align:middle;text-align:center;" data-ve-attributes="{"style":"vertical-align:middle;text-align:center;"}" |25 | |
| − | + | | style="vertical-align:middle;text-align:center;" data-ve-attributes="{"style":"vertical-align:middle;text-align:center;"}" |Yes | |
| − | | style="vertical-align:middle;text-align:center;" |Yes | ||
|} | |} | ||
| − | |||
=====<span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Item Type Record</span>===== | =====<span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Item Type Record</span>===== | ||
Item Type can be Activated in two ways: | Item Type can be Activated in two ways: | ||
| Line 164: | Line 185: | ||
|- | |- | ||
|Maintenance | |Maintenance | ||
| − | |[[Maintenance]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master | + | |[[Maintenance]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]] |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
|} | |} | ||
| + | [[Category:Maintenance]] | ||
Latest revision as of 13:11, 12 April 2022
Contents
Item Type
This maintenance screen allows the users to configure and add item group and type on their items.
Item Type Record List
- 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
- 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
| 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
- 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.
Editing Item Type
- Go to Maintenance then click Item Type
- 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
| 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.
- 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
| 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
- Using Activate Button for activating multiple record
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
- Using Deactivate Button for deactivating multiple record
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
- Using Delete Button for deleting multiple record
Item Type Record Option
| 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.
| Modules | |
|---|---|
| Maintenance | Maintenance | Item Type | Item Class | Item Master |