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Item Class

Revision as of 11:01, 31 January 2022 by Gelo (talk | contribs)

Item Class

This maintenance screen allows the users to configure the item class to be used on categorizing their items.

Requirements before using Item Class
Item Class Record List
Maintenance - Item Class - Record List.png


Adding Item Class
  1. Go to Maintenance then Click Item Class
  2. Click Add Item Class Button
  3. Fill up the necessary fields then click Save.
Maintenance - Item Class - Add.png


Field Description Expected Values
1.Item Class •Class of the Item •Alphanumeric
2.Parent Class •Parent of the Item Class •Parent Class List Field
3.Debit Account •Debit Account on Sales Details •Account List under Chart of Accounts
4.Credit Account •Credit Account on Sales Details •Account List under Chart of Accounts
5.Debit Account •Debit Account on Purchase Details •Account List under Chart of Accounts
6.Credit Account •Credit Account on Purchase Details •Account List under Chart of Accounts
7.Inventory Account •Account Details on Inventory Detail •Account List under Chart of Accounts
8.Revenue Type •Tax Revenue Type on Item Class •Tax Type List under Chart of Account Maintenance Module
9.Expense Type •Tax Expense Type on Item Class •Tax Type List under Chart of Account Maintenance Module

Notes:

  • Accounting details are required when creating or editing Item Class, Accounting details can be used as long as it is on ACTIVE status in the Chart of Account maintenance module.
  • Tax Details are optional when creating an Item Class, Tax details can be used as long as it on ACTIVE status in the Chart of Account maintenance module
    • Some Tax details can be found on Tax maintenance module for reference but for accounting details, it is more advise to look on the Chart of Account
Editing Item Class
  1. Go to Maintenance then Click Item Class
  2. Select the Item Class that needs an update. Click the drop-down arrow then click Edit
  3. Update the necessary Fields and Click Save
Maintenance - Item Class - Edit.png


Field Description Expected Values
1.Item Class •Class of the Item •Alphanumeric
2.Parent Class •Parent of the Item Class •Parent Class List Field
3.Debit Account •Debit Account on Sales Details •Account List under Chart of Accounts
4.Credit Account •Credit Account on Sales Details •Account List under Chart of Accounts
5.Debit Account •Debit Account on Purchase Details •Account List under Chart of Accounts
6.Credit Account •Credit Account on Purchase Details •Account List under Chart of Accounts
7.Inventory Account •Account Details on Inventory Detail •Account List under Chart of Accounts
8.Revenue Type •Tax Revenue Type on Item Class •Tax Type List under Chart of Account Maintenance Module
9.Expense Type •Tax Expense Type on Item Class •Tax Type List under Chart of Account Maintenance Module

Notes:

  • Accounting details are required when editing Item Class, Accounting details can be used as long as it is on ACTIVE status in the Chart of Account maintenance module.
  • Tax Details are optional when editing an Item Class, Tax details can be used as long as it on ACTIVE status in the Chart of Account maintenance module
    • Some Tax details can be found on Tax maintenance module for reference but for accounting details, it is more advise to look on the Chart of Account
Importing and Exporting Item Class

1. Under Item Class, Click Options

2. Under Options, The user may Export or Import The Record

  • When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
Maintenance - Item Class - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Item Class Screen such as
    • Downloading the template link provided under Step 1.
    • Filling up the information needed for each columns of the template
    • Uploading the updated Template
Maintenance - Item Class - Import.png


Item Class Import Details
Item Class Details
Field Description Allowed Inputs Input Restrictions Required Field?
1. Item Class Defines the item base from properties and attributes *Alphanumeric

*Special Characters

*Up to 25 characters Yes
2. Parent Class The Item Class being inherited from *Existing Item Class record from Item Class Maintenance Module *Any inputs not mentioned in the allowed inputs

*Inactive Item Class

Yes
Accounting Details
Field Description Allowed Inputs Input Restrictions Required Field?
3. Sales Debit Account Assigned Debit Account when selling an Item *Account Name under Account List provided in Chart of Accounts Maintenance Module *Any inputs not mentioned in the allowed inputs Yes
4. Sales Credit Account Assigned Credit Account when selling an Item *Account Name under Account List provided in Chart of Accounts Maintenance Module *Any inputs not mentioned in the allowed inputs Yes
5. Purchase Debit Account Assigned Debit Account when Purchasing an Item *Account Name under Account List provided in Chart of Accounts Maintenance Module *Any inputs not mentioned in the allowed inputs Yes
6. Purchase Credit Account Assigned Credit Account when Purchasing an Item *Account Name under Account List provided in Chart of Accounts Maintenance Module *Any inputs not mentioned in the allowed inputs Yes
7. Inventory Account Assigned Account on Inventory Changes *Account Name under Account List provided in Chart of Accounts Maintenance Module *Any inputs not mentioned in the allowed inputs Yes
8. Revenue Type(Tax) Assigned Tax Type on Tax Revenue *Tax Name under Tax Type List provided in Tax Maintenance Module *Any inputs not mentioned in the allowed inputs No
9. Expense Type(Tax) Assigned Tax Type on Tax Expense *Tax Name under Tax Type List provided in Tax Maintenance Module *Any inputs not mentioned in the allowed inputs No
Activating Item Class Record

Item Class can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Item Class - Activate1.png


  • Using Activate Button for activating multiple record
Maintenance - Item Class - Activate2.png


Deactivating Item Class Record

Item Class can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Item Class - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Item Class - Deactivate2.png


Deleting Item Class Record

Item Class can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Item Class - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Item Class - Delete2.png


Item Class Record Option
Actions Available base on Item Class Record Status
Status View Edit Deactivate Activate Delete
ACTIVE
INACTIVE

Notes:

  • The user may edit the record under view screen.
  • Item Class is required field on Item Master Module. Item Class can be use as long as its status is ACTIVE
    • INACTIVE Item class can still be used as long as it is already tag on the past records prior to its deactivation
    • Used Item Class record cannot be deleted.
  • Activating/Deactivating and Deleting of Records can be done in two ways.
    • For single records, the user may use the drop down arrow then the action that need to perform.
    • For multiple records, the user may tick the records then click the action button that need to perform
      • Click the Yes in the confirmation to proceed on the action taken.


Categories:
Modules
Maintenance Maintenance | Item Class | Item Master | Chart of Account | Tax