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Difference between revisions of "Item Master"

(Created page with "'''Item Master''' This maintenance screen allows the users to configure and add items to be used on their transaction. '''Item Master Record List''' File:Item Master Recor...")
 
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|-
 
|-
 
|1.Item Code
 
|1.Item Code
−
|•
+
|•Reference Code of Item
−
|•
+
|•Alphanumeric
 
|-
 
|-
 
|2.Item Name
 
|2.Item Name
−
|•
+
|•Name of the Item
−
|•
+
|•Alphanumeric
 
|-
 
|-
 
|3.Barcode
 
|3.Barcode
−
|•
+
|•Barcode of the Item
−
|•
+
|•Alphanumeric
 
|-
 
|-
 
|4.Item Description
 
|4.Item Description
−
|•
+
|•Description of the Item
−
|•
+
|•Alphanumeric
 
|-
 
|-
 
|5.Item Class
 
|5.Item Class
−
|•
+
|•Item Class categorization of the item
−
|•
+
|•Item Class List provided on Item Class on Maintenance Module
 
|-
 
|-
 
|6.Item Group
 
|6.Item Group
−
|•
+
|•Item Group categorization of the Item
−
|•
+
|•Goods/Services/Non-Inventory
 
|-
 
|-
 
|7.Item Type
 
|7.Item Type
−
|•
+
|•Type of the Item
−
|•
+
|•Item Type list provided on Item Type Maintenance Module
 
|-
 
|-
 
|8.Weight
 
|8.Weight
−
|•
+
|•Weight of the Item
−
|•
+
|•Number
 
|-
 
|-
 
|9.Weight Type
 
|9.Weight Type
−
|•
+
|•Weight Type of the Item
−
|•
+
|•Weight Type Selection List
 
|-
 
|-
 
|10.Bundle
 
|10.Bundle
−
|•
+
|•Classification if the item is a bundle type
−
|•
+
|•Tick/Untick
 
|-
 
|-
 
|11.Serial Number
 
|11.Serial Number
−
|•
+
|•Serial Number of the Item
−
|•
+
|•Alphanumeric
 
|-
 
|-
 
|12.Engine Number
 
|12.Engine Number
−
|•
+
|•Engine Number of the item
−
|•
+
|•Alphanumeric
 
|-
 
|-
 
|13.Chasis Number
 
|13.Chasis Number
−
|•
+
|•Chasis Number of the Item
−
|•
+
|•Alphanumeric
 
|-
 
|-
 
|14.Brand
 
|14.Brand
−
|•
+
|•Brand of the Item
−
|•
+
|•Brand List Provided on Brand Maintenance Module
 
|-
 
|-
 
|15.Replacement Part
 
|15.Replacement Part
−
|•
+
|•Classification if the item is a Replacement Part
−
|•
+
|•Tick/Untick
 
|-
 
|-
 
|16.Replacement Item
 
|16.Replacement Item
−
|•
+
|•Item to Be replaced on Replacement Part
−
|•
+
|•Item List Provided from the Item Master Maintenance Module
 
|}
 
|}
 
<br />'''Adding Item Master(Unit of Measure)'''
 
<br />'''Adding Item Master(Unit of Measure)'''
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!Expected Values
 
!Expected Values
 
|-
 
|-
−
|1.
+
|1.Base UOM
−
|•
+
|•Base Unit of Measure of the Item
−
|•
+
|•UOM List provided in Unit of Measure Maintenance Module
 
|-
 
|-
−
|2.
+
|2.Selling UOM
−
|•
+
|•Unit of Measure when selling the Item
−
|•
+
|•UOM List provided in Unit of Measure Maintenance Module
 
|-
 
|-
−
|3.
+
|3.Qty(Selling UOM)
−
|•
+
|•Qty of Selling UOM
−
|•
+
|•Number
 
|-
 
|-
−
|4.
+
|4.Purchasing UOM
−
|•
+
|•Unit of Measure when purchasing an item
−
|•
+
|•UOM List provided in Unit of Measure Maintenance Module
 
|-
 
|-
−
|5.
+
|5.Qty(Purchasing UOM)
−
|•
+
|•Qty of Purchasing UOM
−
|•
+
|•Number
 
|}
 
|}
 
'''Adding Item Master(Accounting Details)'''<br />
 
'''Adding Item Master(Accounting Details)'''<br />
 
[[File:Adding Item Master(Accounting Details).png|center|thumb|865x865px|Adding Item Master(Accounting Details)]]
 
[[File:Adding Item Master(Accounting Details).png|center|thumb|865x865px|Adding Item Master(Accounting Details)]]
 
{| class="wikitable"
 
{| class="wikitable"
−
!Field  
+
!Field
 
!Description
 
!Description
 
!Expected Values
 
!Expected Values
 
|-
 
|-
 
|1. Debit Account(Sales)
 
|1. Debit Account(Sales)
−
|•
+
|•Debit Account on Sales Details
−
|•
+
|•Account List under Chart of Accounts
 
|-
 
|-
 
|2. Credit Account(Sales)
 
|2. Credit Account(Sales)
−
|•
+
|•Credit Account on Sales Details
−
|•
+
|•Account List under Chart of Accounts
 
|-
 
|-
 
|3. Debit Account(Purchase)
 
|3. Debit Account(Purchase)
−
|•
+
|•Debit Account on Purchase Details
−
|•
+
|•Account List under Chart of Accounts
 
|-
 
|-
 
|4. Credit Account(Purchase)
 
|4. Credit Account(Purchase)
−
|•
+
|•Credit Account on Purchase Details
−
|•
+
|•Account List under Chart of Accounts
 
|-
 
|-
 
|5. Inventory Account
 
|5. Inventory Account
−
|•
+
|•Inventory Account of the item
−
|•
+
|•Account List under Chart of Accounts
 
|-
 
|-
 
|6. Revenue Type
 
|6. Revenue Type
−
|•
+
|•Tax Revenue type of the item
−
|•
+
|•Tax Type List under Tax Maintenance Module
 
|-
 
|-
 
|7. Expense Type
 
|7. Expense Type
−
|•
+
|•Tax Expense Type of the item
−
|•
+
|•Tax Type List under Tax Maintenance Module
 
|}
 
|}
  
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'''Editing Item Master''' '''(Item Details)'''
 
'''Editing Item Master''' '''(Item Details)'''
 
[[File:Editing Item Master(Item Details).png|center|thumb|1054x1054px|Editing Item Master(Item Details)]]
 
[[File:Editing Item Master(Item Details).png|center|thumb|1054x1054px|Editing Item Master(Item Details)]]
 +
{| class="wikitable"
 +
!Field
 +
!Description
 +
!Expected Values
 +
|-
 +
|1.Item Name
 +
|•Name of the Item
 +
|•Alphanumeric
 +
|-
 +
|2.Barcode
 +
|•Barcode of the Item
 +
|•Alphanumeric
 +
|-
 +
|3.Item Description
 +
|•Description of the Item
 +
|•Alphanumeric
 +
|-
 +
|4.Item Class
 +
|•Item Class categorization of the item
 +
|•Item Class List provided on Item Class on Maintenance Module
 +
|-
 +
|5.Item Group
 +
|•Item Group categorization of the Item
 +
|•Goods/Services/Non-Inventory
 +
|-
 +
|6.Item Type
 +
|•Type of the Item
 +
|•Item Type list provided on Item Type Maintenance Module
 +
|-
 +
|7.Weight
 +
|•Weight of the Item
 +
|•Number
 +
|-
 +
|8.Weight Type
 +
|•Weight Type of the Item
 +
|•Weight Type Selection List
 +
|-
 +
|9.Bundle
 +
|•Classification if the item is a bundle type
 +
|•Tick/Untick
 +
|-
 +
|10.Serial Number
 +
|•Serial Number of the Item
 +
|•Alphanumeric
 +
|-
 +
|11.Engine Number
 +
|•Engine Number of the item
 +
|•Alphanumeric
 +
|-
 +
|12.Chasis Number
 +
|•Chasis Number of the Item
 +
|•Alphanumeric
 +
|-
 +
|13.Brand
 +
|•Brand of the Item
 +
|•Brand List Provided on Brand Maintenance Module
 +
|-
 +
|14.Replacement Part
 +
|•Classification if the item is a Replacement Part
 +
|•Tick/Untick
 +
|-
 +
|15.Replacement Item
 +
|•Item to Be replaced on Replacement Part
 +
|•Item List Provided from the Item Master Maintenance Module
 +
|}
 +
 +
 
'''Editing Item Master''' '''(Unit of Measure)'''
 
'''Editing Item Master''' '''(Unit of Measure)'''
 
[[File:Editing Item Master(Unit of Measure).png|center|thumb|869x869px|Editing Item Master(Unit of Measure)]]
 
[[File:Editing Item Master(Unit of Measure).png|center|thumb|869x869px|Editing Item Master(Unit of Measure)]]
−
<br />'''Editing Item Master''' '''(Accounting Details)'''
+
{| class="wikitable"
 +
!Field
 +
!Description
 +
!Expected Values
 +
|-
 +
|1.Base UOM
 +
|•Base Unit of Measure of the Item
 +
|•UOM List provided in Unit of Measure Maintenance Module
 +
|-
 +
|2.Selling UOM
 +
|•Unit of Measure when selling the Item
 +
|•UOM List provided in Unit of Measure Maintenance Module
 +
|-
 +
|3.Qty(Selling UOM)
 +
|•Qty of Selling UOM
 +
|•Number
 +
|-
 +
|4.Purchasing UOM
 +
|•Unit of Measure when purchasing an item
 +
|•UOM List provided in Unit of Measure Maintenance Module
 +
|-
 +
|5.Qty(Purchasing UOM)
 +
|•Qty of Purchasing UOM
 +
|•Number
 +
|}<br />'''Editing Item Master''' '''(Accounting Details)'''
 
[[File:Editing Item Master(Accounting Details).png|center|thumb|868x868px|Editing Item Master(Accounting Details)]]
 
[[File:Editing Item Master(Accounting Details).png|center|thumb|868x868px|Editing Item Master(Accounting Details)]]
  
−
 
+
{| class="wikitable"
−
 
+
!Field
−
'''Item Master Option'''
+
!Description
 +
!Expected Values
 +
|-
 +
|1. Debit Account(Sales)
 +
|•Debit Account on Sales Details
 +
|•Account List under Chart of Accounts
 +
|-
 +
|2. Credit Account(Sales)
 +
|•Credit Account on Sales Details
 +
|•Account List under Chart of Accounts
 +
|-
 +
|3. Debit Account(Purchase)
 +
|•Debit Account on Purchase Details
 +
|•Account List under Chart of Accounts
 +
|-
 +
|4. Credit Account(Purchase)
 +
|•Credit Account on Purchase Details
 +
|•Account List under Chart of Accounts
 +
|-
 +
|5. Inventory Account
 +
|•Inventory Account of the item
 +
|•Account List under Chart of Accounts
 +
|-
 +
|6. Revenue Type
 +
|•Tax Revenue type of the item
 +
|•Tax Type List under Tax Maintenance Module
 +
|-
 +
|7. Expense Type
 +
|•Tax Expense Type of the item
 +
|•Tax Type List under Tax Maintenance Module
 +
|}'''Item Master Option'''
 
[[File:Item Master Option.png|center|thumb|Item Master Option]]
 
[[File:Item Master Option.png|center|thumb|Item Master Option]]
  

Revision as of 12:49, 8 October 2020

Item Master

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

Item Master Record List

File:Item Master Record List.png
Item Master Record List


Adding Item Master(Item Details)

File:Adding Item Master(Item Details).png
Adding Item Master(Item Details)


Field Description Expected Values
1.Item Code •Reference Code of Item •Alphanumeric
2.Item Name •Name of the Item •Alphanumeric
3.Barcode •Barcode of the Item •Alphanumeric
4.Item Description •Description of the Item •Alphanumeric
5.Item Class •Item Class categorization of the item •Item Class List provided on Item Class on Maintenance Module
6.Item Group •Item Group categorization of the Item •Goods/Services/Non-Inventory
7.Item Type •Type of the Item •Item Type list provided on Item Type Maintenance Module
8.Weight •Weight of the Item •Number
9.Weight Type •Weight Type of the Item •Weight Type Selection List
10.Bundle •Classification if the item is a bundle type •Tick/Untick
11.Serial Number •Serial Number of the Item •Alphanumeric
12.Engine Number •Engine Number of the item •Alphanumeric
13.Chasis Number •Chasis Number of the Item •Alphanumeric
14.Brand •Brand of the Item •Brand List Provided on Brand Maintenance Module
15.Replacement Part •Classification if the item is a Replacement Part •Tick/Untick
16.Replacement Item •Item to Be replaced on Replacement Part •Item List Provided from the Item Master Maintenance Module


Adding Item Master(Unit of Measure)

File:Adding Item Master(Unit of Measure).png
Adding Item Master(Unit of Measure)
Field Description Expected Values
1.Base UOM •Base Unit of Measure of the Item •UOM List provided in Unit of Measure Maintenance Module
2.Selling UOM •Unit of Measure when selling the Item •UOM List provided in Unit of Measure Maintenance Module
3.Qty(Selling UOM) •Qty of Selling UOM •Number
4.Purchasing UOM •Unit of Measure when purchasing an item •UOM List provided in Unit of Measure Maintenance Module
5.Qty(Purchasing UOM) •Qty of Purchasing UOM •Number

Adding Item Master(Accounting Details)

File:Adding Item Master(Accounting Details).png
Adding Item Master(Accounting Details)
Field Description Expected Values
1. Debit Account(Sales) •Debit Account on Sales Details •Account List under Chart of Accounts
2. Credit Account(Sales) •Credit Account on Sales Details •Account List under Chart of Accounts
3. Debit Account(Purchase) •Debit Account on Purchase Details •Account List under Chart of Accounts
4. Credit Account(Purchase) •Credit Account on Purchase Details •Account List under Chart of Accounts
5. Inventory Account •Inventory Account of the item •Account List under Chart of Accounts
6. Revenue Type •Tax Revenue type of the item •Tax Type List under Tax Maintenance Module
7. Expense Type •Tax Expense Type of the item •Tax Type List under Tax Maintenance Module


Editing Item Master (Item Details)

File:Editing Item Master(Item Details).png
Editing Item Master(Item Details)
Field Description Expected Values
1.Item Name •Name of the Item •Alphanumeric
2.Barcode •Barcode of the Item •Alphanumeric
3.Item Description •Description of the Item •Alphanumeric
4.Item Class •Item Class categorization of the item •Item Class List provided on Item Class on Maintenance Module
5.Item Group •Item Group categorization of the Item •Goods/Services/Non-Inventory
6.Item Type •Type of the Item •Item Type list provided on Item Type Maintenance Module
7.Weight •Weight of the Item •Number
8.Weight Type •Weight Type of the Item •Weight Type Selection List
9.Bundle •Classification if the item is a bundle type •Tick/Untick
10.Serial Number •Serial Number of the Item •Alphanumeric
11.Engine Number •Engine Number of the item •Alphanumeric
12.Chasis Number •Chasis Number of the Item •Alphanumeric
13.Brand •Brand of the Item •Brand List Provided on Brand Maintenance Module
14.Replacement Part •Classification if the item is a Replacement Part •Tick/Untick
15.Replacement Item •Item to Be replaced on Replacement Part •Item List Provided from the Item Master Maintenance Module


Editing Item Master (Unit of Measure)

File:Editing Item Master(Unit of Measure).png
Editing Item Master(Unit of Measure)
Field Description Expected Values
1.Base UOM •Base Unit of Measure of the Item •UOM List provided in Unit of Measure Maintenance Module
2.Selling UOM •Unit of Measure when selling the Item •UOM List provided in Unit of Measure Maintenance Module
3.Qty(Selling UOM) •Qty of Selling UOM •Number
4.Purchasing UOM •Unit of Measure when purchasing an item •UOM List provided in Unit of Measure Maintenance Module
5.Qty(Purchasing UOM) •Qty of Purchasing UOM •Number


Editing Item Master (Accounting Details)

File:Editing Item Master(Accounting Details).png
Editing Item Master(Accounting Details)
Field Description Expected Values
1. Debit Account(Sales) •Debit Account on Sales Details •Account List under Chart of Accounts
2. Credit Account(Sales) •Credit Account on Sales Details •Account List under Chart of Accounts
3. Debit Account(Purchase) •Debit Account on Purchase Details •Account List under Chart of Accounts
4. Credit Account(Purchase) •Credit Account on Purchase Details •Account List under Chart of Accounts
5. Inventory Account •Inventory Account of the item •Account List under Chart of Accounts
6. Revenue Type •Tax Revenue type of the item •Tax Type List under Tax Maintenance Module
7. Expense Type •Tax Expense Type of the item •Tax Type List under Tax Maintenance Module

Item Master Option

File:Item Master Option.png
Item Master Option


Item Master Importing Option

File:Item Master Importing Option.png
Item Master Importing Option


Item Master Record Option

File:Item Master Record Option.png
Item Master Record Option


Item Master View Record

File:Item Master View Record.png
Item Master View Record


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