Discussion

Difference between revisions of "Terms"

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[[File:Terms Record List.png|center|thumb|Terms Record List]]Notes:
 
[[File:Terms Record List.png|center|thumb|Terms Record List]]Notes:
  
−
* Terms status must be '''ACTIVE''' before it applies its content on the module.  
+
*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.
+
*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.
+
*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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Notes:
 
Notes:
  
−
* For Further instructions on how to create a Terms, the user may visit Terms Job Aids which can be found [[Terms Aids|here]]
+
*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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|}Notes:
 
|}Notes:
  
−
* For Further instructions on how to edit a Terms, the user may visit Terms Job Aids which can be found [[Terms Aids|here]]
+
*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]]Notes:
 
[[File:Terms Record Options.png|center|thumb|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 [[Terms Aids|here]]
+
*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]]
  
 
=====Terms View Record=====
 
=====Terms View Record=====
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*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]]
 
*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:
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|Inventory
 
|Inventory
 
|[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Stock Transfer]]<nowiki> | </nowiki>[[Sales Return]]
 
|[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Stock Transfer]]<nowiki> | </nowiki>[[Sales Return]]
 +
|-
 +
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
 +
|-
 +
|Financial Statements
 +
|[[Balance Sheet]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Income Statement]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[General Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[General Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Trial Balance]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Statement of Account]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Accounts Receivable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Transaction Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Accounts Receivable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Transaction Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Accounts Payable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Transaction Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Cash Position]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Check List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Deposit List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Collection Register]]
 +
|-
 +
|Sales Reports
 +
|[[Sales Person Report&action=view|Sales Person Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Stock Ledger&action=view|Stock Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer]]
 +
|-
 +
|Tax Reports
 +
|[[Sales Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Purchase Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[VAT Summary]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 2550M]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 2550Q]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 0619-E]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 1601E-Q]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 1604E]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Relief]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[SAWT|Summary Alphalist of Withholding Taxes]]
 +
|-
 +
|Parts and Service Reports
 +
|[[Detailed Parts and Services Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[After Sales Status Report]]
 +
|-
 +
|Purchase Reports
 +
|[[Purchase Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Average Cost]]
 +
|-
 +
|Landed Cost Reports
 +
|[[Landed Cost]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Job Report]]
 +
|-
 +
|Fixed Asset Reports
 +
|[[Asset Depreciation]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Asset History]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Asset Master List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Asset Transaction]]
 +
|-
 +
|Budget Reports
 +
|[[Budget Variance Report]]
 
|-
 
|-
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
 
|-
 
|Financial Statements
 
|Financial Statements
−
|[[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]]
+
|[[Balance Sheet Aids]]<nowiki> | </nowiki>[[Income Statement Aids]]<nowiki> | </nowiki>[[General Ledger Aids]]<nowiki> | </nowiki>[[General Journal Aids]]<nowiki> | </nowiki>[[Trial Balance Aids]]<nowiki> | </nowiki>[[Statement of Account Aids]]<nowiki> | </nowiki>[[Accounts Receivable Aging Aids]]<nowiki> | </nowiki>[[AR Detailed Report Aids]]<nowiki> | </nowiki>[[AR Transaction Report Aids]]<nowiki> | </nowiki>[[Accounts Receivable Aging Aids]]<nowiki> | </nowiki>[[AP Detailed Report Aids]]<nowiki> | </nowiki>[[AR Transaction Report Aids]]<nowiki> | </nowiki>[[Accounts Payable Aging Aids]]<nowiki> | </nowiki>[[AP Detailed Report Aids]]<nowiki> | </nowiki>[[AP Transaction Report Aids]]<nowiki> | </nowiki>[[Cash Position Aids]]<nowiki> | </nowiki>[[Check List Aids]]<nowiki> | </nowiki>[[Deposit List Aids]]<nowiki> | </nowiki>[[Collection Register Aids]]
 
|-
 
|-
 
|Sales Reports
 
|Sales Reports
−
|[[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]]
+
|[[Sales Person Report Aids]]<nowiki> | </nowiki>[[Stock Ledger Aids]]<nowiki> | </nowiki>[[Sales Report Aids]]<nowiki> | </nowiki>[[Sales Register Aids]]<nowiki> | </nowiki>[[Sales per Warehouse Aids]]<nowiki> | </nowiki>[[Sales per Customer Aids]]<nowiki> | </nowiki>[[Sales per Stock Aids]]<nowiki> | </nowiki>[[Sales Transfer per Stock Aids]]<nowiki> | </nowiki>[[Sales per Item Aids]]<nowiki> | </nowiki>[[Sales per Category Aids]]<nowiki> | </nowiki>[[Sales per Category Aids]]<nowiki> | </nowiki>[[Sales Top Item Aids]]<nowiki> | </nowiki>[[Returns per Customer Aids]]
 
|-
 
|-
 
|Tax Reports
 
|Tax Reports
−
|[[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]]
+
|[[Sales Journal Aids]]<nowiki> | </nowiki>[[Purchase Journal Aids]]<nowiki> | </nowiki>[[VAT Summary Aids]]<nowiki> | </nowiki>[[BIR Form 2550M Aids]]<nowiki> | </nowiki>[[BIR Form 2550Q Aids]]<nowiki> | </nowiki>[[BIR Form 0619-E Aids]]<nowiki> | </nowiki>[[BIR Form 1601E-Q Aids]]<nowiki> | </nowiki>[[BIR Form 1604E Aids]]<nowiki> | </nowiki>[[Sales Relief Aids]]<nowiki> | </nowiki>[[SAWT Aids|Summary Alphalist of Withholding Taxes]]
 
|-
 
|-
 
|Parts and Services Reports
 
|Parts and Services Reports
−
|[[Detailed Parts and Services Sales Report]]<nowiki> | </nowiki>[[After Sales Status Report]]
+
|[[Detailed Parts and Services Sales Report Aids]]<nowiki> | </nowiki>[[After Sales Status Report Aids]]
 
|-
 
|-
 
|Purchase Reports
 
|Purchase Reports
−
|[[Purchase Report]]<nowiki> | </nowiki>[[Average Cost]]
+
|[[Purchase Report Aids]]<nowiki> | </nowiki>[[Average Cost Aids]]
 
|-
 
|-
 
|Landed Cost Reports
 
|Landed Cost Reports
−
|[[Landed Cost]]<nowiki> | </nowiki>[[Job Report]]
+
|[[Landed Cost Aids]]<nowiki> | </nowiki>[[Job Report Aids]]
 
|-
 
|-
 
|Fixed Asset Reports
 
|Fixed Asset Reports
−
|[[Asset Depreciation]]<nowiki> | </nowiki>[[Asset History]]<nowiki> | </nowiki>[[Asset Master List]]<nowiki> | </nowiki>[[Asset Transaction]]
+
|[[Asset Depreciation Aids]]<nowiki> | </nowiki>[[Asset History Aids]]<nowiki> | </nowiki>[[Asset Master List Aids]]<nowiki> | </nowiki>[[Asset Transaction Aids]]
 
|-
 
|-
 
|Budget Reports
 
|Budget Reports
−
|[[Budget Variance Report]]
+
|[[Budget Variance Report Aids]]
−
|}<br />
+
|}

Revision as of 12:27, 2 February 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
Reports Module (Reports)
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 Service 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
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 Aids | Income Statement Aids | General Ledger Aids | General Journal Aids | Trial Balance Aids | Statement of Account Aids | Accounts Receivable Aging Aids | AR Detailed Report Aids | AR Transaction Report Aids | Accounts Receivable Aging Aids | AP Detailed Report Aids | AR Transaction Report Aids | Accounts Payable Aging Aids | AP Detailed Report Aids | AP Transaction Report Aids | Cash Position Aids | Check List Aids | Deposit List Aids | Collection Register Aids
Sales Reports Sales Person Report Aids | Stock Ledger Aids | Sales Report Aids | Sales Register Aids | Sales per Warehouse Aids | Sales per Customer Aids | Sales per Stock Aids | Sales Transfer per Stock Aids | Sales per Item Aids | Sales per Category Aids | Sales per Category Aids | Sales Top Item Aids | Returns per Customer Aids
Tax Reports Sales Journal Aids | Purchase Journal Aids | VAT Summary Aids | BIR Form 2550M Aids | BIR Form 2550Q Aids | BIR Form 0619-E Aids | BIR Form 1601E-Q Aids | BIR Form 1604E Aids | Sales Relief Aids | Summary Alphalist of Withholding Taxes
Parts and Services Reports Detailed Parts and Services Sales Report Aids | After Sales Status Report Aids
Purchase Reports Purchase Report Aids | Average Cost Aids
Landed Cost Reports Landed Cost Aids | Job Report Aids
Fixed Asset Reports Asset Depreciation Aids | Asset History Aids | Asset Master List Aids | Asset Transaction Aids
Budget Reports Budget Variance Report Aids
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