You are viewing an old version of this page. Return to the latest version.
Difference between revisions of "Item Master"
(Tag: Visual edit) |
(Tag: Visual edit) |
||
| Line 140: | Line 140: | ||
|•Tax Expense Type of the item | |•Tax Expense Type of the item | ||
|•Tax Type List under Tax Maintenance Module | |•Tax Type List under Tax Maintenance Module | ||
| − | |} | + | |}Notes: |
| + | * The following modules are required when creating and editing an Item. The record's status must be "ACTIVE" in order to use it on the Item master Module. | ||
| + | ** Item Class | ||
| + | ** Item Type | ||
| + | * If the item is declared as serialized. The serial number registration can be done on Inventory Adjustment Module under Inventory. | ||
| − | '''Editing Item Master''' '''(Item Details)''' | + | <br />'''Editing Item Master''' '''(Item Details)'''[[File:Editing Item Master(Item Details).png|center|thumb|1054x1054px|Editing Item Master(Item Details)]] |
| − | [[File:Editing Item Master(Item Details).png|center|thumb|1054x1054px|Editing Item Master(Item Details)]] | ||
{| class="wikitable" | {| class="wikitable" | ||
!Field | !Field | ||
| Line 210: | Line 213: | ||
|•Item List Provided from the Item Master Maintenance Module | |•Item List Provided from the Item Master Maintenance Module | ||
|} | |} | ||
| + | |||
| + | Notes: | ||
| + | |||
| + | * The following modules are required when creating and editing an Item. The record's status must be "ACTIVE" in order to use it on the Item master Module. | ||
| + | ** Item Class | ||
| + | ** Item Type | ||
| + | * If the item is declared as serialized. The serial number registration can be done on Inventory Adjustment Module under Inventory. | ||
| Line 287: | Line 297: | ||
'''Item Master View Record''' | '''Item Master View Record''' | ||
[[File:Item Master View Record.png|center|thumb|Item Master View Record]] | [[File:Item Master View Record.png|center|thumb|Item Master View Record]] | ||
| − | <br /> | + | <br />Notes: |
| + | |||
| + | * <span style="color: rgb(51, 51, 51)">The user can edit the details while viewing the record.</span> | ||
Revision as of 14:06, 26 October 2020
Item Master
This maintenance screen allows the users to configure and add items to be used on their transaction.
Item Master Record List
File:Item Master Record List.png
Item Master Record List
Adding Item Master(Item Details)
File:Adding Item Master(Item Details).png
.png){kind=link}
Adding Item Master(Item Details)
| Field | Description | Expected Values |
|---|---|---|
| 1.Item Code | •Reference Code of Item | •Alphanumeric |
| 2.Item Name | •Name of the Item | •Alphanumeric |
| 3.Barcode | •Barcode of the Item | •Alphanumeric |
| 4.Item Description | •Description of the Item | •Alphanumeric |
| 5.Item Class | •Item Class categorization of the item | •Item Class List provided on Item Class on Maintenance Module |
| 6.Item Group | •Item Group categorization of the Item | •Goods/Services/Non-Inventory |
| 7.Item Type | •Type of the Item | •Item Type list provided on Item Type Maintenance Module |
| 8.Weight | •Weight of the Item | •Number |
| 9.Weight Type | •Weight Type of the Item | •Weight Type Selection List |
| 10.Bundle | •Classification if the item is a bundle type | •Tick/Untick |
| 11.Serial Number | •Serial Number of the Item | •Alphanumeric |
| 12.Engine Number | •Engine Number of the item | •Alphanumeric |
| 13.Chasis Number | •Chasis Number of the Item | •Alphanumeric |
| 14.Brand | •Brand of the Item | •Brand List Provided on Brand Maintenance Module |
| 15.Replacement Part | •Classification if the item is a Replacement Part | •Tick/Untick |
| 16.Replacement Item | •Item to Be replaced on Replacement Part | •Item List Provided from the Item Master Maintenance Module |
Adding Item Master(Unit of Measure)
File:Adding Item Master(Unit of Measure).png
.png){kind=link}
Adding Item Master(Unit of Measure)
| Field | Description | Expected Values |
|---|---|---|
| 1.Base UOM | •Base Unit of Measure of the Item | •UOM List provided in Unit of Measure Maintenance Module |
| 2.Selling UOM | •Unit of Measure when selling the Item | •UOM List provided in Unit of Measure Maintenance Module |
| 3.Qty(Selling UOM) | •Qty of Selling UOM | •Number |
| 4.Purchasing UOM | •Unit of Measure when purchasing an item | •UOM List provided in Unit of Measure Maintenance Module |
| 5.Qty(Purchasing UOM) | •Qty of Purchasing UOM | •Number |
Adding Item Master(Accounting Details)
File:Adding Item Master(Accounting Details).png
.png){kind=link}
Adding Item Master(Accounting Details)
| Field | Description | Expected Values |
|---|---|---|
| 1. Debit Account(Sales) | •Debit Account on Sales Details | •Account List under Chart of Accounts |
| 2. Credit Account(Sales) | •Credit Account on Sales Details | •Account List under Chart of Accounts |
| 3. Debit Account(Purchase) | •Debit Account on Purchase Details | •Account List under Chart of Accounts |
| 4. Credit Account(Purchase) | •Credit Account on Purchase Details | •Account List under Chart of Accounts |
| 5. Inventory Account | •Inventory Account of the item | •Account List under Chart of Accounts |
| 6. Revenue Type | •Tax Revenue type of the item | •Tax Type List under Tax Maintenance Module |
| 7. Expense Type | •Tax Expense Type of the item | •Tax Type List under Tax Maintenance Module |
Notes:
- The following modules are required when creating and editing an Item. The record's status must be "ACTIVE" in order to use it on the Item master Module.
- Item Class
- Item Type
- If the item is declared as serialized. The serial number registration can be done on Inventory Adjustment Module under Inventory.
Editing Item Master (Item Details)
File:Editing Item Master(Item Details).png
.png){kind=link}
Editing Item Master(Item Details)
| Field | Description | Expected Values |
|---|---|---|
| 1.Item Name | •Name of the Item | •Alphanumeric |
| 2.Barcode | •Barcode of the Item | •Alphanumeric |
| 3.Item Description | •Description of the Item | •Alphanumeric |
| 4.Item Class | •Item Class categorization of the item | •Item Class List provided on Item Class on Maintenance Module |
| 5.Item Group | •Item Group categorization of the Item | •Goods/Services/Non-Inventory |
| 6.Item Type | •Type of the Item | •Item Type list provided on Item Type Maintenance Module |
| 7.Weight | •Weight of the Item | •Number |
| 8.Weight Type | •Weight Type of the Item | •Weight Type Selection List |
| 9.Bundle | •Classification if the item is a bundle type | •Tick/Untick |
| 10.Serial Number | •Serial Number of the Item | •Alphanumeric |
| 11.Engine Number | •Engine Number of the item | •Alphanumeric |
| 12.Chasis Number | •Chasis Number of the Item | •Alphanumeric |
| 13.Brand | •Brand of the Item | •Brand List Provided on Brand Maintenance Module |
| 14.Replacement Part | •Classification if the item is a Replacement Part | •Tick/Untick |
| 15.Replacement Item | •Item to Be replaced on Replacement Part | •Item List Provided from the Item Master Maintenance Module |
Notes:
- The following modules are required when creating and editing an Item. The record's status must be "ACTIVE" in order to use it on the Item master Module.
- Item Class
- Item Type
- If the item is declared as serialized. The serial number registration can be done on Inventory Adjustment Module under Inventory.
Editing Item Master (Unit of Measure)
File:Editing Item Master(Unit of Measure).png
.png){kind=link}
Editing Item Master(Unit of Measure)
| Field | Description | Expected Values |
|---|---|---|
| 1.Base UOM | •Base Unit of Measure of the Item | •UOM List provided in Unit of Measure Maintenance Module |
| 2.Selling UOM | •Unit of Measure when selling the Item | •UOM List provided in Unit of Measure Maintenance Module |
| 3.Qty(Selling UOM) | •Qty of Selling UOM | •Number |
| 4.Purchasing UOM | •Unit of Measure when purchasing an item | •UOM List provided in Unit of Measure Maintenance Module |
| 5.Qty(Purchasing UOM) | •Qty of Purchasing UOM | •Number |
Editing Item Master (Accounting Details)
File:Editing Item Master(Accounting Details).png
.png){kind=link}
Editing Item Master(Accounting Details)
| Field | Description | Expected Values |
|---|---|---|
| 1. Debit Account(Sales) | •Debit Account on Sales Details | •Account List under Chart of Accounts |
| 2. Credit Account(Sales) | •Credit Account on Sales Details | •Account List under Chart of Accounts |
| 3. Debit Account(Purchase) | •Debit Account on Purchase Details | •Account List under Chart of Accounts |
| 4. Credit Account(Purchase) | •Credit Account on Purchase Details | •Account List under Chart of Accounts |
| 5. Inventory Account | •Inventory Account of the item | •Account List under Chart of Accounts |
| 6. Revenue Type | •Tax Revenue type of the item | •Tax Type List under Tax Maintenance Module |
| 7. Expense Type | •Tax Expense Type of the item | •Tax Type List under Tax Maintenance Module |
Item Master Option
File:Item Master Option.png
Item Master Option
Item Master Importing Option
File:Item Master Importing Option.png
Item Master Importing Option
Item Master Record Option
File:Item Master Record Option.png
Item Master Record Option
Item Master View Record
File:Item Master View Record.png
Item Master View Record
Notes:
- The user can edit the details while viewing the record.