Discussion

Difference between revisions of "Item Class"

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<div style="text-align: center;">
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[[Maintenance]] | [[Item Master]] | [[Chart of Account]] | [[Tax]]
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</div>
 
==Item Class==
 
==Item Class==
 
This maintenance screen allows the users to configure the item class to be used on categorizing their items.
 
This maintenance screen allows the users to configure the item class to be used on categorizing their items.
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|8.Revenue Type
 
|8.Revenue Type
 
|•Tax Revenue Type on Item Class
 
|•Tax Revenue Type on Item Class
−
|•Tax Type List under Tax Maintenance Module
+
|•Tax Type List under Chart of Account Maintenance Module
 
|-
 
|-
 
|9.Expense Type
 
|9.Expense Type
 
|•Tax Expense Type on Item Class
 
|•Tax Expense Type on Item Class
−
|•Tax Type List under Tax Maintenance Module
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|•Tax Type List under Chart of Account Maintenance Module
 
|}
 
|}
  
 
Notes:
 
Notes:
  
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*Accounting details are required when creating or editing Item Class, Accounting details can be used as long as it is on "ACTIVE" status in the chart of accounts.
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*Accounting details are required when creating or editing Item Class, Accounting details can be used as long as it is on '''ACTIVE''' status in the [[Chart of Account]] maintenance module.
 +
 
 +
* Tax Details are optional when creating an Item Class, Tax details can be used as long as it on '''ACTIVE''' status in the [[Chart of Account]] maintenance module
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** Some Tax details can be found on [https://docs.oojeema.com/Tax Tax] maintenance module for reference but for accounting details, it is more advise to look on the [[Chart of Account]]
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 +
* For detailed instructions on how to create an Item Class, the user can visit the Item Class Job Aids which can be found [[Item Class Aids|here]].
  
 
=====Editing Item Class=====
 
=====Editing Item Class=====
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|8.Revenue Type
 
|8.Revenue Type
 
|•Tax Revenue Type on Item Class
 
|•Tax Revenue Type on Item Class
−
|•Tax Type List under Tax Maintenance Module
+
|•Tax Type List under Chart of Account Maintenance Module
 
|-
 
|-
 
|9.Expense Type
 
|9.Expense Type
 
|•Tax Expense Type on Item Class
 
|•Tax Expense Type on Item Class
−
|•Tax Type List under Tax Maintenance Module
+
|•Tax Type List under Chart of Account Maintenance Module
 
|}Notes:
 
|}Notes:
  
−
*Accounting details are required when creating or editing Item Class, Accounting details can be used as long as it is on "ACTIVE" status in the chart of accounts.
+
*Accounting details are required when editing Item Class, Accounting details can be used as long as it is on '''ACTIVE''' status in the [[Chart of Account]] maintenance module.
 +
*Tax Details are optional when editing an Item Class, Tax details can be used as long as it on '''ACTIVE''' status in the [[Chart of Account]] maintenance module
 +
**Some Tax details can be found on [[Tax]] maintenance module for reference but for accounting details, it is more advise to look on the [[Chart of Account]]
 +
*For further instructions on how to edit an Item Class, the user can visit the Item Class Job Aid which can be found [[Item Class Aids|here]]
  
 
=====Item Class Option=====
 
=====Item Class Option=====
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[[File:Item Class Option.png|center|thumb|Item Class Option]]
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[[File:Item Class Option.png|center|thumb|Item Class Option]]Notes:
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* For further instructions on how to Export and Import an Item class, the user can visit the Item Class Job Aid which can be found [[Item Class Aids|here]]
  
 
=====Item Class Import Option=====
 
=====Item Class Import Option=====
−
[[File:Item Class Import Option.png|center|thumb|Item Class Import Option]]
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[[File:Item Class Import Option.png|center|thumb|Item Class Import Option]]Notes:
 +
 
 +
* For further instructions on how to Import an Item class, the user can visit the Item Class Job Aid which can be found [[Item Class Aids|here]]
  
 
=====Item Class Record Option=====
 
=====Item Class Record Option=====
 
[[File:Item Class Record Option.png|center|thumb|Item Class Record Option]]Notes:
 
[[File:Item Class Record Option.png|center|thumb|Item Class Record Option]]Notes:
  
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*Item Class is required field on Item Master Module. Item Types can be use as long as its status is "ACTIVE"
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*Item Class is required field on [[Item Master]] Module. Item Class can be use as long as its status is '''ACTIVE'''
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**'''INACTIVE''' Item class can still be used as long as it is already tag on the past records prior to its deactivation
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*For further instructions on how to Import an Item class, the user can visit the Item Class Job Aid which can be found [[Item Class Aids|here]]
  
 
=====Item Class View Record=====
 
=====Item Class View Record=====
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*The user can edit the details while viewing the record.
 
*The user can edit the details while viewing the record.
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*For further instructions on how View and Edit an Item Class Record., the user can visit the Item Class Job Aid, which can be found [[Item Class Aids|here]]
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Tax]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Maintenance Aids
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|[[Item Master Aids]]<nowiki> | </nowiki>[[Chart of Accounts Aids]]<nowiki> | </nowiki>[[Tax Aids]]
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|}

Revision as of 10:22, 27 January 2021

Item Class

This maintenance screen allows the users to configure the item class to be used on categorizing their items.

Item Class Record List
File:Item Class Record List.png
Item Class Record List
Adding Item Class
File:Adding Item Class.png
Adding Item Class
Field Description Expected Values
1.Item Class •Class of the Item •Alphanumeric
2.Parent Class •Parent of the Item Class •Parent Class List Field
3.Debit Account •Debit Account on Sales Details •Account List under Chart of Accounts
4.Credit Account •Credit Account on Sales Details •Account List under Chart of Accounts
5.Debit Account •Debit Account on Purchase Details •Account List under Chart of Accounts
6.Credit Account •Credit Account on Purchase Details •Account List under Chart of Accounts
7.Inventory Account •Account Details on Inventory Detail •Account List under Chart of Accounts
8.Revenue Type •Tax Revenue Type on Item Class •Tax Type List under Chart of Account Maintenance Module
9.Expense Type •Tax Expense Type on Item Class •Tax Type List under Chart of Account Maintenance Module

Notes:

  • Accounting details are required when creating or editing Item Class, Accounting details can be used as long as it is on ACTIVE status in the Chart of Account maintenance module.
  • Tax Details are optional when creating an Item Class, Tax details can be used as long as it on ACTIVE status in the Chart of Account maintenance module
    • Some Tax details can be found on Tax maintenance module for reference but for accounting details, it is more advise to look on the Chart of Account
  • For detailed instructions on how to create an Item Class, the user can visit the Item Class Job Aids which can be found here.
Editing Item Class
File:Editing Item Class.png
Editing Item Class
Field Description Expected Values
1.Item Class •Class of the Item •Alphanumeric
2.Parent Class •Parent of the Item Class •Parent Class List Field
3.Debit Account •Debit Account on Sales Details •Account List under Chart of Accounts
4.Credit Account •Credit Account on Sales Details •Account List under Chart of Accounts
5.Debit Account •Debit Account on Purchase Details •Account List under Chart of Accounts
6.Credit Account •Credit Account on Purchase Details •Account List under Chart of Accounts
7.Inventory Account •Account Details on Inventory Detail •Account List under Chart of Accounts
8.Revenue Type •Tax Revenue Type on Item Class •Tax Type List under Chart of Account Maintenance Module
9.Expense Type •Tax Expense Type on Item Class •Tax Type List under Chart of Account Maintenance Module

Notes:

  • Accounting details are required when editing Item Class, Accounting details can be used as long as it is on ACTIVE status in the Chart of Account maintenance module.
  • Tax Details are optional when editing an Item Class, Tax details can be used as long as it on ACTIVE status in the Chart of Account maintenance module
    • Some Tax details can be found on Tax maintenance module for reference but for accounting details, it is more advise to look on the Chart of Account
  • For further instructions on how to edit an Item Class, the user can visit the Item Class Job Aid which can be found here
Item Class Option
File:Item Class Option.png
Item Class Option

Notes:

  • For further instructions on how to Export and Import an Item class, the user can visit the Item Class Job Aid which can be found here
Item Class Import Option
File:Item Class Import Option.png
Item Class Import Option

Notes:

  • For further instructions on how to Import an Item class, the user can visit the Item Class Job Aid which can be found here
Item Class Record Option
File:Item Class Record Option.png
Item Class Record Option

Notes:

  • Item Class is required field on Item Master Module. Item Class can be use as long as its status is ACTIVE
    • INACTIVE Item class can still be used as long as it is already tag on the past records prior to its deactivation
  • For further instructions on how to Import an Item class, the user can visit the Item Class Job Aid which can be found here
Item Class View Record
File:Item Class View Record.png
Item Class View Record

Notes:

  • The user can edit the details while viewing the record.
  • For further instructions on how View and Edit an Item Class Record., the user can visit the Item Class Job Aid, which can be found here
Categories:
Modules
Maintenance Maintenance | Item Master | Chart of Account | Tax
Job Aid Modules
Maintenance Aids Item Master Aids | Chart of Accounts Aids | Tax Aids
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