Discussion

Difference between revisions of "Maintenance"

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<div style="text-align: center;">
 
<div style="text-align: center;">
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[[Account Codes]]| [[ATC Code|ATC Codes]] | [[Bank]]<nowiki> | </nowiki>[[Branch]]<nowiki> | </nowiki>[[Brand]] | [[Budget]]<nowiki> | </nowiki>[[Budget Center]]<nowiki> | </nowiki>[[Chart of Account|Chart of Accounts]]<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]] | [[Position]] | [[Price List]]<nowiki> | </nowiki>[[Proforma Aids|Proforma]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Sales Person]]<nowiki> | </nowiki>[[Supplier]] | [[Tax]]<nowiki> | </nowiki>[[Terms]]<nowiki> | </nowiki>[[Unit of Measure]] | [[Users]] | [[Users Group]]<nowiki> | </nowiki>[[Warehouse]]
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[[Account Codes]]| [[ATC Code|ATC Codes]] | [[Bank]]<nowiki> | </nowiki>[[Branch]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Budget Center]]<nowiki> | </nowiki>[[Chart of Account|Chart of Accounts]]<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]] | [[Position]] | [[Price List]]<nowiki> | </nowiki>[[Proforma Aids|Proforma]] | [[Sales Person]]<nowiki> | </nowiki>[[Supplier]] | [[Tax]]<nowiki> | </nowiki>[[Terms]]<nowiki> | </nowiki>[[Unit of Measure]] | [[Users]] | [[Users Group]]<nowiki> | </nowiki>[[Warehouse]]
 
</div>
 
</div>
  
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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.
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[[File:Maintenance Modulev2.png|center|862x862px]]
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[[File:Maintenance Module List.png|center|1142x1142px]]
 
<br />
 
<br />
 
{| class="wikitable"
 
{| class="wikitable"
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|This maintenance screen allows users to add and configure Bill of Materials on items to be used in transaction.
 
|This maintenance screen allows users to add and configure Bill of Materials on items to be used in transaction.
 
|-
 
|-
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|6. [[Branch]]
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|6. [[Brand]]
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|This maintenance screen allows users to add and configure Branches of their firms.
 
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|-
 
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|7. [[Brand]]
 
 
|This maintenance screen allows users to add and configure Brand for their items.
 
|This maintenance screen allows users to add and configure Brand for their items.
 
|-
 
|-
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|8. [[Budget]]
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|7. [[Chart of Account]]
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|This maintenance screen allows users to add and configure Budget based from the Budget Centers created.
 
−
|-
 
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|9. [[Budget Center]]
 
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|This maintenance screen allows users to add and configure Budget Centers for their item list.
 
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|-
 
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|10. [[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
 
|A chart of accounts is a list of the categories used by an organization to classify and distinguish financial assets, liabilities, and transactions
 
|-
 
|-
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|11. [[Company]]
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|8. [[Company]]
 
|This maintenance screen allows users to configure the details of their Company.
 
|This maintenance screen allows users to configure the details of their Company.
 
|-
 
|-
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|12. [[Currency]]
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|9. [[Currency]]
 
|This maintenance screen allows users to configure and add the currencies that will be used on their transaction.
 
|This maintenance screen allows users to configure and add the currencies that will be used on their transaction.
 
|-
 
|-
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|13. [[Customer]]
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|10. [[Customer]]
 
|This maintenance screen allows users to configure and add customers that will be used on their transactions
 
|This maintenance screen allows users to configure and add customers that will be used on their transactions
 
|-
 
|-
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|14. [[Exchange Rate]]
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|11. [[Exchange Rate]]
 
|This maintenance screen allows the users to configure the exchange rate of the specific currency.
 
|This maintenance screen allows the users to configure the exchange rate of the specific currency.
 
|-
 
|-
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|15. [[Fixed Asset Class]]
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|12. [[Fixed Asset Class]]
 
|This maintenance screen allows the users to configure and add Asset Class for their General Ledger Accounts.
 
|This maintenance screen allows the users to configure and add Asset Class for their General Ledger Accounts.
 
|-
 
|-
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|16. [[Fixed Asset Master]]
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|13. [[Fixed Asset Master]]
 
|This maintenance screen allows the users to configure Fixed assets master data records for asset transactions.
 
|This maintenance screen allows the users to configure Fixed assets master data records for asset transactions.
 
|-
 
|-
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|17. [[Item Class]]
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|14. [[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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|18. [[Item Master]]
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|15. [[Item Master]]
 
|This maintenance screen allows the users to configure and add items to be used on their transaction.
 
|This maintenance screen allows the users to configure and add items to be used on their transaction.
 
|-
 
|-
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|19. [[Item Master]]
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|16. [[Item Master]]
 
|This maintenance screen allows the users to configure and add item group and type on their items.
 
|This maintenance screen allows the users to configure and add item group and type on their items.
 
|-
 
|-
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|20. [[Mail Configuration]]
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|17. [[Position]]
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|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.
 
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|-
 
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|21. [[Position]]
 
 
|This maintenance screen allows the users to configure the position of the other users that will be using the system.
 
|This maintenance screen allows the users to configure the position of the other users that will be using the system.
 
|-
 
|-
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|22. [[Price List]]
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|18. [[Price List]]
 
|This maintenance screen allows the users to configure the prices of the items to be used in their transaction
 
|This maintenance screen allows the users to configure the prices of the items to be used in their transaction
 
|-
 
|-
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|23. [[Proforma]]
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|19. [[Proforma]]
 
|This maintenance screen allows the users to configure and add the proforma for specific transaction types.
 
|This maintenance screen allows the users to configure and add the proforma for specific transaction types.
 
|-
 
|-
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|24. [[Project]]
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|20. [[Sales Person]]
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|This maintenance screen allows the user to configure and add projects for specific transactions.
 
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|-
 
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|25. [[Sales Person]]
 
 
|This maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions.
 
|This maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions.
 
|-
 
|-
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|26. [[Supplier]]
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|21. [[Supplier]]
 
|This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions
 
|This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions
 
|-
 
|-
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|27. [[Tax]]
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|22. [[Tax]]
 
|This maintenance screen allows the user to configure and add tax types to be used on their transactions.
 
|This maintenance screen allows the user to configure and add tax types to be used on their transactions.
 
|-
 
|-
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|28. [[Terms]]
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|23. [[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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|29. [[Unit of Measure]]
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|24. [[Unit of Measure]]
 
|This maintenance screen allows the user to configure and add Unit of measure on the items.
 
|This maintenance screen allows the user to configure and add Unit of measure on the items.
 
|-
 
|-
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|30. [[Users]]
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|25. [[Users]]
 
|This maintenance screen allows the user to configure and add Users that can use their system.
 
|This maintenance screen allows the user to configure and add Users that can use their system.
 
|-
 
|-
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|31. [[Users Group]]
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|26. [[Users Group]]
 
|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.
 
|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.
 
|-
 
|-
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|32. [[Warehouse]]
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|27. [[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.
 
|This maintenance screen allows the user to configure and add Warehouse to be used when adjusting, transferring stocks to be used on their transactions.
 
|}
 
|}
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|- style="height:25px;"
 
|- style="height:25px;"
 
|Maintenance
 
|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]]
+
|[[Maintenance]]<nowiki> | </nowiki>[[Account Class]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Brand]]<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>[[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]]
 
|-
 
|-
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
|-
 
|-
 
|Maintenance Aids
 
|Maintenance Aids
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|[[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]]
+
|[[Account Codes Aids]]<nowiki> | </nowiki>[[ATC Codes Aids]]<nowiki> | </nowiki>[[Bank Aids]]<nowiki> | </nowiki>[[Branch Aids]]<nowiki> | </nowiki>[[Brand 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>[[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]]
 
|}
 
|}

Revision as of 23:12, 6 September 2021


Maintenance Module

Allows the user to modify the data, information needed to establish his business accounting entries.

1142x1142px


Module Description
1. Account Class List of Account Class and Codes
2. Account Codes 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. Brand This maintenance screen allows users to add and configure Brand for their items.
7. 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
8. Company This maintenance screen allows users to configure the details of their Company.
9. Currency This maintenance screen allows users to configure and add the currencies that will be used on their transaction.
10. Customer This maintenance screen allows users to configure and add customers that will be used on their transactions
11. Exchange Rate This maintenance screen allows the users to configure the exchange rate of the specific currency.
12. Fixed Asset Class This maintenance screen allows the users to configure and add Asset Class for their General Ledger Accounts.
13. Fixed Asset Master This maintenance screen allows the users to configure Fixed assets master data records for asset transactions.
14. Item Class This maintenance screen allows the users to configure the item class to be used on categorizing their items.
15. Item Master This maintenance screen allows the users to configure and add items to be used on their transaction.
16. Item Master This maintenance screen allows the users to configure and add item group and type on their items.
17. Position This maintenance screen allows the users to configure the position of the other users that will be using the system.
18. Price List This maintenance screen allows the users to configure the prices of the items to be used in their transaction
19. Proforma This maintenance screen allows the users to configure and add the proforma for specific transaction types.
20. Sales Person This maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions.
21. Supplier This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions
22. Tax This maintenance screen allows the user to configure and add tax types to be used on their transactions.
23. Terms This maintenance screen allows the user to configure and add terms on specific modules on their system.
24. Unit of Measure This maintenance screen allows the user to configure and add Unit of measure on the items.
25. Users This maintenance screen allows the user to configure and add Users that can use their system.
26. Users Group 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.
27. 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.


Categories:
Modules
Maintenance Maintenance | Account Class | Account Codes | ATC Code | Bank | Brand | Chart of Account | Company | Currency | Customer | Exchange Rate | Fixed Asset Class | Fixed Asset Master | Item Class | Item Master | Item Type | Position | Price List | Proforma | Sales Person | Supplier | Tax | Terms | Unit of Measure | Users | Users Group | Warehouse
Job Aid Modules
Maintenance Aids Account Codes Aids | ATC Codes Aids | Bank Aids | Branch Aids | Brand 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 | Sales Person Aids | Supplier Aids | Tax Aids | Terms Aids | Unit of Measure Aids | Users Aids | Users Group Aids | Warehouse Aids
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