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Difference between revisions of "Maintenance"
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Allows the user to modify the data, information needed to establish his business accounting entries. | Allows the user to modify the data, information needed to establish his business accounting entries. | ||
| − | [[File:Maintenance Module.png|center|thumb|Maintenance Module]] | + | [[File:Maintenance Module.png|center|thumb|Maintenance Module|866x866px]] |
{| class="wikitable" | {| class="wikitable" | ||
| − | !Module | + | !Module |
!Description | !Description | ||
|- | |- | ||
|1. Account Class | |1. Account Class | ||
| − | | | + | |List of Account Class and Codes |
|- | |- | ||
|2. Account Code | |2. Account Code | ||
| − | | | + | |This maintenance screen allows users to configure accounting entry preferences for transactions. |
|- | |- | ||
|3. ATC Code | |3. ATC Code | ||
| − | | | + | |Alphanumber Tax Codes or ATC Codes or ATCs are codes used to identify the type of tax that has to be paid. |
|- | |- | ||
|4. Bank | |4. Bank | ||
| − | | | + | |This maintenance screen allows users to configure and add the Bank that they will used in transaction. |
|- | |- | ||
|5. Bill of Materials | |5. Bill of Materials | ||
| − | | | + | |This maintenance screen allows users to add and configure Bill of Materials on items to be used in transaction. |
|- | |- | ||
|6. Branch | |6. Branch | ||
| − | | | + | |This maintenance screen allows users to add and configure Branches of their firms. |
|- | |- | ||
|7. Brand | |7. Brand | ||
| − | | | + | |This maintenance screen allows users to add and configure Brand for their items. |
|- | |- | ||
|8. Budget Center | |8. Budget Center | ||
| − | | | + | |This maintenance screen allows users to add and configure Budget Centers for their item list. |
|- | |- | ||
|9. Chart of Account | |9. Chart of Account | ||
| − | | | + | |A chart of accounts is a list of the categories used by an organization to classify and distinguish financial assets, liabilities, and transactions |
|- | |- | ||
|10. Company | |10. Company | ||
| − | | | + | |This maintenance screen allows users to configure the details of their Company. |
|- | |- | ||
|11. Currency | |11. Currency | ||
| − | | | + | |This maintenance screen allows users to configure and add the currencies that will be used on their transaction. |
|- | |- | ||
|12. Customer | |12. Customer | ||
| − | | | + | |This maintenance screen allows users to configure and add customers that will be used on their transactions |
|- | |- | ||
|13. Exchange Rate | |13. Exchange Rate | ||
| − | | | + | |This maintenance screen allows the users to configure the exchange rate of the specific currency. |
|- | |- | ||
|14. Fixed Asset Class | |14. Fixed Asset Class | ||
| − | | | + | |This maintenance screen allows the users to configure and add Asset Class for their General Ledger Accounts. |
|- | |- | ||
|15. Fixed Asset Master | |15. Fixed Asset Master | ||
| − | | | + | |This maintenance screen allows the users to configure Fixed assets master data records for asset transactions. |
|- | |- | ||
|16. Item Class | |16. Item Class | ||
| − | | | + | |This maintenance screen allows the users to configure the item class to be used on categorizing their items. |
|- | |- | ||
|17. Item Master | |17. Item Master | ||
| − | | | + | |This maintenance screen allows the users to configure and add items to be used on their transaction. |
|- | |- | ||
|18. Item Type | |18. Item Type | ||
| − | | | + | |This maintenance screen allows the users to configure and add item group and type on their items. |
|- | |- | ||
|19. Mail Configuration | |19. Mail Configuration | ||
| − | | | + | |This maintenance screen allows the user to configure their mail when sending information to their client or any activity that is made related on the client. |
|- | |- | ||
|20. Position | |20. Position | ||
| − | | | + | |This maintenance screen allows the users to configure the position of the other users that will be using the system. |
|- | |- | ||
|21. Price List | |21. Price List | ||
| − | | | + | |This maintenance screen allows the users to configure the prices of the items to be used in their transaction |
|- | |- | ||
|22. Proforma | |22. Proforma | ||
| − | | | + | |This maintenance screen allows the users to configure and add the proforma for specific transaction types. |
|- | |- | ||
|23. Project | |23. Project | ||
| − | | | + | |This maintenance screen allows the user to configure and add projects for specific transactions. |
|- | |- | ||
|24. Sales Person | |24. Sales Person | ||
| − | | | + | |This maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions. |
|- | |- | ||
|25. Supplier | |25. Supplier | ||
| − | | | + | |This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions |
|- | |- | ||
|26. Tax | |26. Tax | ||
| − | | | + | |This maintenance screen allows the user to configure and add tax types to be used on their transactions. |
|- | |- | ||
|27. Terms | |27. Terms | ||
| − | | | + | |This maintenance screen allows the user to configure and add terms on specific modules on their system. |
|- | |- | ||
|28. Unit of Measure | |28. Unit of Measure | ||
| − | | | + | |This maintenance screen allows the user to configure and add Unit of measure on the items. |
|- | |- | ||
|29. Users | |29. Users | ||
| − | | | + | |This maintenance screen allows the user to configure and add Users that can use their system. |
|- | |- | ||
|30. Users Groups | |30. Users Groups | ||
| − | | | + | |This maintenance screen allows the user to configure and add User Group on a specific User. This is also use to restrict the specific modules that a specific user can use. |
|- | |- | ||
|31. Warehouse | |31. Warehouse | ||
| − | | | + | |This maintenance screen allows the user to configure and add Warehouse to be used when adjusting, transferring stocks to be used on their transactions. |
|} | |} | ||
<br /> | <br /> | ||
Revision as of 13:08, 5 October 2020
Maintenance Module
Allows the user to modify the data, information needed to establish his business accounting entries.
File:Maintenance Module.png
866x866px
| Module | Description |
|---|---|
| 1. Account Class | List of Account Class and Codes |
| 2. Account Code | This maintenance screen allows users to configure accounting entry preferences for transactions. |
| 3. ATC Code | Alphanumber Tax Codes or ATC Codes or ATCs are codes used to identify the type of tax that has to be paid. |
| 4. Bank | This maintenance screen allows users to configure and add the Bank that they will used in transaction. |
| 5. Bill of Materials | This maintenance screen allows users to add and configure Bill of Materials on items to be used in transaction. |
| 6. Branch | This maintenance screen allows users to add and configure Branches of their firms. |
| 7. Brand | This maintenance screen allows users to add and configure Brand for their items. |
| 8. Budget Center | This maintenance screen allows users to add and configure Budget Centers for their item list. |
| 9. Chart of Account | A chart of accounts is a list of the categories used by an organization to classify and distinguish financial assets, liabilities, and transactions |
| 10. Company | This maintenance screen allows users to configure the details of their Company. |
| 11. Currency | This maintenance screen allows users to configure and add the currencies that will be used on their transaction. |
| 12. Customer | This maintenance screen allows users to configure and add customers that will be used on their transactions |
| 13. Exchange Rate | This maintenance screen allows the users to configure the exchange rate of the specific currency. |
| 14. Fixed Asset Class | This maintenance screen allows the users to configure and add Asset Class for their General Ledger Accounts. |
| 15. Fixed Asset Master | This maintenance screen allows the users to configure Fixed assets master data records for asset transactions. |
| 16. Item Class | This maintenance screen allows the users to configure the item class to be used on categorizing their items. |
| 17. Item Master | This maintenance screen allows the users to configure and add items to be used on their transaction. |
| 18. Item Type | This maintenance screen allows the users to configure and add item group and type on their items. |
| 19. Mail Configuration | This maintenance screen allows the user to configure their mail when sending information to their client or any activity that is made related on the client. |
| 20. Position | This maintenance screen allows the users to configure the position of the other users that will be using the system. |
| 21. Price List | This maintenance screen allows the users to configure the prices of the items to be used in their transaction |
| 22. Proforma | This maintenance screen allows the users to configure and add the proforma for specific transaction types. |
| 23. Project | This maintenance screen allows the user to configure and add projects for specific transactions. |
| 24. Sales Person | This maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions. |
| 25. Supplier | This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions |
| 26. Tax | This maintenance screen allows the user to configure and add tax types to be used on their transactions. |
| 27. Terms | This maintenance screen allows the user to configure and add terms on specific modules on their system. |
| 28. Unit of Measure | This maintenance screen allows the user to configure and add Unit of measure on the items. |
| 29. Users | This maintenance screen allows the user to configure and add Users that can use their system. |
| 30. Users Groups | This maintenance screen allows the user to configure and add User Group on a specific User. This is also use to restrict the specific modules that a specific user can use. |
| 31. Warehouse | This maintenance screen allows the user to configure and add Warehouse to be used when adjusting, transferring stocks to be used on their transactions. |