Discussion

Difference between revisions of "Terms"

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== Terms ==
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<div style="text-align: center;">
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[[Maintenance]] | [[Terms]] | [[Terms Aids]]
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</div><br />
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==Terms==
 
This maintenance screen allows the user to configure and add terms on specific modules on their system.
 
This maintenance screen allows the user to configure and add terms on specific modules on their system.
  
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===== Terms Record List =====
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=====Terms Record List=====
 
[[File:Terms Record List.png|center|thumb|Terms Record List]]
 
[[File:Terms Record List.png|center|thumb|Terms Record List]]
  
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===== Adding Terms =====
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=====Adding Terms=====
 
[[File:Adding Terms.png|center|thumb|865x865px|Adding Terms]]
 
[[File:Adding Terms.png|center|thumb|865x865px|Adding Terms]]
 
{| class="wikitable"
 
{| class="wikitable"
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|}
 
|}
  
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===== Editing Terms =====
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=====Editing Terms=====
 
[[File:Editing Terms.png|center|thumb|867x867px|Editing Terms]]
 
[[File:Editing Terms.png|center|thumb|867x867px|Editing Terms]]
 
{| class="wikitable"
 
{| class="wikitable"
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|}
 
|}
  
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===== Terms Record Option =====
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=====Terms Record Option=====
 
[[File:Terms Record Options.png|center|thumb|Terms Record Options]]
 
[[File:Terms Record Options.png|center|thumb|Terms Record Options]]
  
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**Take note that this term is different from the Payment Terms in customer module.
 
**Take note that this term is different from the Payment Terms in customer module.
  
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===== Terms View Record =====
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=====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:
 
<br />Notes:
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<br />
 
<br />
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{| class="wikitable"
 +
|+Categories:
 +
! colspan="2" |'''Modules'''
 +
|- style="height:25px;"
 +
|Maintenance
 +
|[[Maintenance]]<nowiki> | </nowiki>[[Account Class]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Branch]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Budget]]<nowiki> | </nowiki>[[Budget Center]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Exchange Rate]]<nowiki> | </nowiki>[[Fixed Asset Class]]<nowiki> | </nowiki>[[Fixed Asset Master]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Proforma]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Sales Person]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Terms]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Warehouse]]
 +
|-
 +
|Sales
 +
|[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
 +
|-
 +
|Purchase
 +
|[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Requisition]]<nowiki> | </nowiki>[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Receipt]]
 +
|-
 +
|Financials
 +
|[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]<nowiki> | </nowiki>[[Credit Memo]]<nowiki> | </nowiki>[[Credit Voucher]]<nowiki> | </nowiki>[[Debit Memo]]<nowiki> | </nowiki>[[Debit Voucher]]<nowiki> | </nowiki>[[Depreciation Run]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Journal Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]<nowiki> | </nowiki>[[Petty Cash]]<nowiki> | </nowiki>[[Receipt Voucher]]
 +
|-
 +
|Inventory
 +
|[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Stock Transfer]]<nowiki> | </nowiki>[[Sales Return]]
 +
|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 +
|-
 +
|Maintenance Aids
 +
|[[Account Codes Aids]]<nowiki> | </nowiki>[[ATC Codes Aids]]<nowiki> | </nowiki>[[Bank Aids]]<nowiki> | </nowiki>[[Branch Aids]]<nowiki> | </nowiki>[[Brand Aids]]<nowiki> | </nowiki>[[Budget Aids]]<nowiki> | </nowiki>[[Budget Center Aids]]<nowiki> | </nowiki>[[Chart of Accounts Aids]]<nowiki> | </nowiki>[[Company Aids]]<nowiki> | </nowiki>[[Currency Aids]]<nowiki> | </nowiki>[[Customer Aids]]<nowiki> | </nowiki>[[Exchange Rate Aids]]<nowiki> | </nowiki>[[Fixed Asset Class Aids]]<nowiki> | </nowiki>[[Fixed Asset Master Aids]]<nowiki> | </nowiki>[[Item Class Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Item Type Aids]]<nowiki> | </nowiki>[[Position Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Proforma Aids]]<nowiki> | </nowiki>[[Project Aids]]<nowiki> | </nowiki>[[Sales Person Aids]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Terms Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Users Aids]]<nowiki> | </nowiki>[[Users Group Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
 +
|-
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|Sales Aids
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|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
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|-
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|Purchase Aids
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|[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
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|-
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|Financials Aids
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|[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Credit Memo Aids]]<nowiki> | </nowiki>[[Credit Voucher Aids]]<nowiki> | </nowiki>[[Debit Memo Aids]]<nowiki> | </nowiki>[[Debit Voucher Aids]]<nowiki> | </nowiki>[[Depreciation Run Aids]]<nowiki> | </nowiki>[[Disbursement Voucher Aids]]<nowiki> | </nowiki>[[Journal Voucher Aids]]<nowiki> | </nowiki>[[Payment Voucher Aids]]<nowiki> | </nowiki>[[Petty Cash Aids]]<nowiki> | </nowiki>[[Receipt Voucher Aids]]
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|-
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|Inventory Aids
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|[[Inventory Adjustment Aids]]<nowiki> | </nowiki>[[Inventory Inquiry Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]]<nowiki> | </nowiki>[[Purchase Return Aids]]<nowiki> | </nowiki>[[Stock Transfer Aids]]<nowiki> | </nowiki>[[Sales Return Aids]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
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|-
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|Financial Statements
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|[[Balance Sheet]]<nowiki> | </nowiki>[[Income Statement]]<nowiki> | </nowiki>[[General Ledger]]<nowiki> | </nowiki>[[General Journal]]<nowiki> | </nowiki>[[Trial Balance]]<nowiki> | </nowiki>[[Statement of Account]]<nowiki> | </nowiki>[[Accounts Receivable Aging]]<nowiki> | </nowiki>[[AR Detailed Report]]<nowiki> | </nowiki>[[AR Transaction Report]]<nowiki> | </nowiki>[[Accounts Receivable Aging]]<nowiki> | </nowiki>[[AP Detailed Report]]<nowiki> | </nowiki>[[AR Transaction Report]]<nowiki> | </nowiki>[[Accounts Payable Aging]]<nowiki> | </nowiki>[[AP Detailed Report]]<nowiki> | </nowiki>[[AP Transaction Report]]<nowiki> | </nowiki>[[Cash Position]]<nowiki> | </nowiki>[[Check List]]<nowiki> | </nowiki>[[Deposit List]]<nowiki> | </nowiki>[[Collection Register]]
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|-
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|Sales Reports
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|[[Sales Person Report]]<nowiki> | </nowiki>[[Stock Ledger]]<nowiki> | </nowiki>[[Sales Report]]<nowiki> | </nowiki>[[Sales Register]]<nowiki> | </nowiki>[[Sales per Warehouse]]<nowiki> | </nowiki>[[Sales per Customer]]<nowiki> | </nowiki>[[Sales per Stock]]<nowiki> | </nowiki>[[Sales Transfer per Stock]]<nowiki> | </nowiki>[[Sales per Item]]<nowiki> | </nowiki>[[Sales per Category]]<nowiki> | </nowiki>[[Sales per Category]]<nowiki> | </nowiki>[[Sales Top Item]]<nowiki> | </nowiki>[[Returns per Customer]]
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|-
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|Tax Reports
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|[[Sales Journal]]<nowiki> | </nowiki>[[Purchase Journal]]<nowiki> | </nowiki>[[VAT Summary]]<nowiki> | </nowiki>[[BIR Form 2550M]]<nowiki> | </nowiki>[[BIR Form 2550Q]]<nowiki> | </nowiki>[[BIR Form 0619-E]]<nowiki> | </nowiki>[[BIR Form 1601E-Q]]<nowiki> | </nowiki>[[BIR Form 1604E]]<nowiki> | </nowiki>[[Sales Relief]]<nowiki> | </nowiki>[[SAWT|Summary Alphalist of Withholding Taxes]]
 +
|-
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|Parts and Services Reports
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|[[Detailed Parts and Services Sales Report]]<nowiki> | </nowiki>[[After Sales Status Report]]
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|-
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|Purchase Reports
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|[[Purchase Report]]<nowiki> | </nowiki>[[Average Cost]]
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|-
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|Landed Cost Reports
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|[[Landed Cost]]<nowiki> | </nowiki>[[Job Report]]
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|-
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|Fixed Asset Reports
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|[[Asset Depreciation]]<nowiki> | </nowiki>[[Asset History]]<nowiki> | </nowiki>[[Asset Master List]]<nowiki> | </nowiki>[[Asset Transaction]]
 +
|-
 +
|Budget Reports
 +
|[[Budget Variance Report]]
 +
|}<br />

Revision as of 13:10, 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
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
Editing Terms
File:Editing Terms.png
Editing Terms
Field Description Expected Values
1. Module Terms •Terms for the assigned Module •Alphanumeric
Terms Record Option
File:Terms Record Options.png
Terms Record Options

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.
    • 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
File:Terms View Record.png
Terms View Record


Notes:

  • Terms module detail can be edited by the user while viewing the record.


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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