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Difference between revisions of "Terms"
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| − | [[Maintenance]] | [[Terms]] | [[ | + | [[Maintenance]] | [[Terms Aids]] | [[Users]] | [[Users Group]] |
</div><br /> | </div><br /> | ||
==Terms== | ==Terms== | ||
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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Reports | | style="" |Reports | ||
| − | | style="" |[[Financial Statement]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{"style":"color: rgb(34, 34, 34)"}"><nowiki>|</nowiki></span> [[Sales Reports]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{"style":"color: rgb(34, 34, 34)"}"><nowiki>|</nowiki></span> <span class="ve-pasteProtect" style="box-sizing: inherit;">[[Tracking Reports]]<nowiki> |</nowiki></span> <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{"style":"color: rgb(34, 34, 34)"}"><nowiki> | + | | style="" |[[Financial Statement]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{"style":"color: rgb(34, 34, 34)"}"><nowiki>|</nowiki></span> [[Sales Reports]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{"style":"color: rgb(34, 34, 34)"}"><nowiki>|</nowiki></span> <span class="ve-pasteProtect" style="box-sizing: inherit;">[[Tracking Reports]]<nowiki> |</nowiki></span> <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{"style":"color: rgb(34, 34, 34)"}">[[Tax Reports]]<nowiki> | </nowiki>[[Purchase Reports]]<nowiki> | </nowiki>[[Fixed Asset Reports]]<nowiki> | </nowiki>[[Budget Reports]]</span> |
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Financial Statements | | style="" |Financial Statements | ||
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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Sales Reports | | style="" |Sales Reports | ||
| − | | style="" | | + | | style="" |[[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]] |
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Tax Reports | | style="" |Tax Reports | ||
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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Tracking Reports | | style="" |Tracking Reports | ||
| − | | style="" |[[ | + | | style="" |[[Audit Trail Aids]] |
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Sales Reports | | style="" |Sales Reports | ||
| − | | style="" | | + | | style="" |[[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]] |
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Tax Reports | | style="" |Tax Reports | ||
| style="" |[[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]] | | style="" |[[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]] | ||
| − | |||
| − | |||
| − | |||
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Purchase Reports | | style="" |Purchase Reports | ||
Revision as of 10:30, 19 April 2021
Contents
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