Discussion

Difference between revisions of "Terms"

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=====Terms Record List=====
 
=====Terms Record List=====
−
[[File:Terms Record List.png|center|thumb|Terms Record List]]
+
[[File:Terms Record List.png|center|thumb|Terms Record List]]Notes:
 +
 
 +
* Terms status must be '''ACTIVE''' before it applies its content on the module.
 +
* Take note that this term is different from the Payment Terms in [[Customer]] module.
 +
* Terms can be applied to all Modules in the system. Make sure to check the Module Availability of the [[Users|User]] on [[Users Group]] Maintenance Module.
  
 
=====Adding Terms=====
 
=====Adding Terms=====
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|•Alphanumeric
 
|•Alphanumeric
 
|}
 
|}
 +
Notes:
 +
 +
* For Further instructions on how to create a Terms, the user may visit Terms Job Aids which can be found [[Terms Aids|here]]
  
 
=====Editing Terms=====
 
=====Editing Terms=====
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|•Terms for the assigned Module
 
|•Terms for the assigned Module
 
|•Alphanumeric
 
|•Alphanumeric
−
|}
+
|}Notes:
 +
 
 +
* For Further instructions on how to edit a Terms, the user may visit Terms Job Aids which can be found [[Terms Aids|here]]
  
 
=====Terms Record Option=====
 
=====Terms Record Option=====
−
[[File:Terms Record Options.png|center|thumb|Terms Record Options]]
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[[File:Terms Record Options.png|center|thumb|Terms Record Options]]Notes:
−
 
 
−
Notes:
 
  
−
*Terms can be seen when printing the record in modules. The module terms can be seen on the lower part of the printing page.
+
* For Further instructions on how to View, edit, Activate/Deactivate and delete a Terms, the user may visit Terms Job Aids which can be found [[Terms Aids|here]]
−
**This can be seen along as the term record status is "ACTIVE."
 
−
**Take note that this term is different from the Payment Terms in customer module.
 
  
 
=====Terms View Record=====
 
=====Terms View Record=====
 
[[File:Terms View Record.png|center|thumb|Terms View Record]]
 
[[File:Terms View Record.png|center|thumb|Terms View Record]]
−
<br />Notes:
+
Notes:
  
 
*Terms module detail can be edited by the user while viewing the record.
 
*Terms module detail can be edited by the user while viewing the record.
 +
*For Further instructions on how to View, edit, Activate/Deactivate and delete a Terms, the user may visit Terms Job Aids which can be found [[Terms Aids|here]]
  
−
<br />
 
 
{| class="wikitable"
 
{| class="wikitable"
 
|+Categories:
 
|+Categories:

Revision as of 13:30, 29 January 2021


Terms

This maintenance screen allows the user to configure and add terms on specific modules on their system.

Terms Record List
File:Terms Record List.png
Terms Record List

Notes:

  • Terms status must be ACTIVE before it applies its content on the module.
  • Take note that this term is different from the Payment Terms in Customer module.
  • Terms can be applied to all Modules in the system. Make sure to check the Module Availability of the User on Users Group Maintenance Module.
Adding Terms
File:Adding Terms.png
Adding Terms
Field Description Expected Values
1. Module •Module to be Applied by Terms •Module List
2. Module Terms •Terms for the assigned Module •Alphanumeric

Notes:

  • For Further instructions on how to create a Terms, the user may visit Terms Job Aids which can be found here
Editing Terms
File:Editing Terms.png
Editing Terms
Field Description Expected Values
1. Module Terms •Terms for the assigned Module •Alphanumeric

Notes:

  • For Further instructions on how to edit a Terms, the user may visit Terms Job Aids which can be found here
Terms Record Option
File:Terms Record Options.png
Terms Record Options

Notes:

  • For Further instructions on how to View, edit, Activate/Deactivate and delete a Terms, the user may visit Terms Job Aids which can be found here
Terms View Record
File:Terms View Record.png
Terms View Record

Notes:

  • Terms module detail can be edited by the user while viewing the record.
  • For Further instructions on how to View, edit, Activate/Deactivate and delete a Terms, the user may visit Terms Job Aids which can be found here
Categories:
Modules
Maintenance Maintenance | Account Class | Account Codes | ATC Code | Bank | Branch | Brand | Budget | Budget Center | Chart of Account | Company | Currency | Customer | Exchange Rate | Fixed Asset Class | Fixed Asset Master | Item Class | Item Master | Item Type | Position | Price List | Proforma | Project | Sales Person | Supplier | Tax | Terms | Unit of Measure | Users | Users Group | Warehouse
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Purchase Import Purchase Order | Purchase Requisition | Purchase Order | Purchase Receipt
Financials Accounts Payable | Accounts Receivable | Credit Memo | Credit Voucher | Debit Memo | Debit Voucher | Depreciation Run | Disbursement Voucher | Journal Voucher | Payment Voucher | Petty Cash | Receipt Voucher
Inventory Inventory Adjustment | Inventory Inquiry | Inventory Movement | Purchase Return | Stock Transfer | Sales Return
Job Aid Modules
Maintenance Aids Account Codes Aids | ATC Codes Aids | Bank Aids | Branch Aids | Brand Aids | Budget Aids | Budget Center Aids | Chart of Accounts Aids | Company Aids | Currency Aids | Customer Aids | Exchange Rate Aids | Fixed Asset Class Aids | Fixed Asset Master Aids | Item Class Aids | Item Master Aids | Item Type Aids | Position Aids | Price List Aids | Proforma Aids | Project Aids | Sales Person Aids | Supplier Aids | Tax Aids | Terms Aids | Unit of Measure Aids | Users Aids | Users Group Aids | Warehouse Aids
Sales Aids Sales Quotation Aids | Sales Order Aids | Delivery Receipt Aids | Sales Invoice Aids
Purchase Aids Import Purchase Order Aid | Purchase Requisition Aid | Purchase Order Aid | Purchase Receipt Aid
Financials Aids Accounts Payable Aids | Accounts Receivable Aids | Credit Memo Aids | Credit Voucher Aids | Debit Memo Aids | Debit Voucher Aids | Depreciation Run Aids | Disbursement Voucher Aids | Journal Voucher Aids | Payment Voucher Aids | Petty Cash Aids | Receipt Voucher Aids
Inventory Aids Inventory Adjustment Aids | Inventory Inquiry Aids | Inventory Movement Aids | Purchase Return Aids | Stock Transfer Aids | Sales Return Aids
Reports Aid
Financial Statements Balance Sheet | Income Statement | General Ledger | General Journal | Trial Balance | Statement of Account | Accounts Receivable Aging | AR Detailed Report | AR Transaction Report | Accounts Receivable Aging | AP Detailed Report | AR Transaction Report | Accounts Payable Aging | AP Detailed Report | AP Transaction Report | Cash Position | Check List | Deposit List | Collection Register
Sales Reports Sales Person Report | Stock Ledger | Sales Report | Sales Register | Sales per Warehouse | Sales per Customer | Sales per Stock | Sales Transfer per Stock | Sales per Item | Sales per Category | Sales per Category | Sales Top Item | Returns per Customer
Tax Reports Sales Journal | Purchase Journal | VAT Summary | BIR Form 2550M | BIR Form 2550Q | BIR Form 0619-E | BIR Form 1601E-Q | BIR Form 1604E | Sales Relief | Summary Alphalist of Withholding Taxes
Parts and Services Reports Detailed Parts and Services Sales Report | After Sales Status Report
Purchase Reports Purchase Report | Average Cost
Landed Cost Reports Landed Cost | Job Report
Fixed Asset Reports Asset Depreciation | Asset History | Asset Master List | Asset Transaction
Budget Reports Budget Variance Report


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