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Setting Up Oojeema Prime

- Last edited one month ago by Admin

Revision as of 14:11, 20 September 2021 by Gelo (talk | contribs) (Created page with "==== Maintenance Setup ==== ==== Users Group ==== ===== Creating Users Group ===== ==== Position ==== ===== Creating Position ===== ===== Importing Position ===== ==== U...")

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Contents

1 Maintenance Setup
2 Users Group
- 2.1 Creating Users Group
3 Position
- 3.1 Creating Position
- 3.2 Importing Position
4 Users
- 4.1 Creating Users
- 4.2 Importing Users
5 Chart of Accounts
- 5.1 Creating Chart of Accounts
- 5.2 Importing Chart of Accounts
6 Account Codes
- 6.1 Setting up Account Codes
7 ATC Codes
- 7.1 Creating ATC Records
- 7.2 Importing ATC Records
8 Tax
- 8.1 Creating Tax
- 8.2 Importing Tax
9 Unit of Measure
- 9.1 Creating Unit of Measure
10 Item Class
- 10.1 Creating Item Class
- 10.2 Importing Item Class
11 Item Type
- 11.1 Creating Item Type
- 11.2 Importing Item Type
12 Brand
- 12.1 Creating Brand
- 12.2 Importing Brand
13 Item Master
- 13.1 Creating Item Master
- 13.2 Importing Item Master
14 Bill of Materials
- 14.1 Creating Bill of Materials
15 Warehouse
- 15.1 Creating Warehouse
- 15.2 Importing Warehouse
16 Customer
- 16.1 Creating Customer
- 16.2 Importing Customer
17 Supplier
- 17.1 Creating Supplier
- 17.2 Importing Supplier
18 Price List
- 18.1 Creating Price List
- 18.2 Importing Price List
- 18.3 Creating Master Price List
- 18.4 Importing Master Price List
19 Sales Person
- 19.1 Creating Sales Person
- 19.2 Importing Sales Person
20 Currency
- 20.1 Creating Currency
21 Exchange Rate
- 21.1 Creating Exchange Rate
22 Proforma
- 22.1 Creating Proforma
- 22.2 Importing Proforma
23 Bank
- 23.1 Creating Bank
- 23.2 Importing Bank
24 Beginning Balance Setup
- 24.1 Requirements
- 24.2 Beginning Balance Procedure
25 Financial Module Manual
26 Accounts Receivable
- 26.1 Requirements
- 26.2 Creating Accounts Receivable from Sales Module Transaction
- 26.3 Importing Accounts Receivable
- 26.4 Managing Accounts Receivable
27 Receipt Voucher
- 27.1 Requirements
- 27.2 Creating a Receipt Voucher.
- 27.3 Managing Receipt Voucher
28 Accounts Payable
- 28.1 Requirements
- 28.2 Creating Accounts Payable from Purchase Module Transaction
- 28.3 Creating Purchase Requisition (Optional)
- 28.4 Creating Import Purchase Order
- 28.5 Creating Purchase Order
- 28.6 Creating Purchase Receipt
- 28.7 Creating Manual Accounts Payable
- 28.8 Importing Accounts Payable
- 28.9 Managing Accounts Payable
29 Payment Voucher
- 29.1 Requirements
- 29.2 Creating Payment Voucher
- 29.3 Creating Payment Voucher from Accounts Payable
- 29.4 Managing Payment Voucher
30 Disbursement Voucher
- 30.1 Requirements
- 30.2 Creating Disbursement Voucher
- 30.3 Journal Voucher
- 30.4 Requirements
- 30.5 Creating a Journal Voucher
- 30.6 Managing Journal Voucher
31 Petty Cash
- 31.1 Requirements
- 31.2 Creating a Petty Cash
- 31.3 Managing Petty Cash
32 Depreciation Run
- 32.1 Simulating Depreciation Run
- 32.2 Exporting Depreciation Run
33 Closing(Trial Balance)
- 33.1 Closing a Period(Monthly)
- 33.2 Closing Books at Yearend

Maintenance Setup

Users Group

Creating Users Group

Position

Creating Position

Importing Position

Users

Creating Users

Importing Users

Chart of Accounts

Creating Chart of Accounts

Importing Chart of Accounts

Account Codes

Setting up Account Codes

ATC Codes

Creating ATC Records

Importing ATC Records

Tax

Creating Tax

Importing Tax

Unit of Measure

Creating Unit of Measure

Item Class

Creating Item Class

Importing Item Class

Item Type

Creating Item Type

Importing Item Type

Brand

Creating Brand

Importing Brand

Item Master

Creating Item Master

Importing Item Master

Bill of Materials

Creating Bill of Materials

Warehouse

Creating Warehouse

Importing Warehouse

Customer

Creating Customer

Importing Customer

Supplier

Creating Supplier

Importing Supplier

Price List

Creating Price List

Importing Price List

Creating Master Price List

Importing Master Price List

Sales Person

Creating Sales Person

Importing Sales Person

Currency

Creating Currency

Exchange Rate

Creating Exchange Rate

Proforma

Creating Proforma

Importing Proforma

Bank

Creating Bank

Importing Bank

Beginning Balance Setup

Requirements

Beginning Balance Procedure

Financial Module Manual

Accounts Receivable

Requirements

Creating Accounts Receivable from Sales Module Transaction

Creating Sales Quotation (Optional)

Creating Sales Order

Creating Delivery Receipt

Creating Sales Invoice

Creating Manual Accounts Receivable

Importing Accounts Receivable

Managing Accounts Receivable

Accounts Receivable Document Status

Viewing, Editing, Cancelling and Printing of Account Receivable

Exporting Accounts Receivable List

Receipt Voucher

Requirements

Creating a Receipt Voucher.

Creating Receipt Voucher – Tagging Receivables

Creating Receipt Voucher – Tagging Credit Voucher

Creating Receipt Voucher – Entering Check Details for Check Payment

Creating Receipt Voucher – Entering Accounting Details for Cash Payment

Creating Receipt Voucher from Accounts Receivable

Managing Receipt Voucher

Receipt Voucher Document Status

Viewing, Editing, Cancelling and Posting/Unposting of Receipt Voucher

Exporting Receipt Voucher List

Accounts Payable

Requirements

Creating Accounts Payable from Purchase Module Transaction

Creating Purchase Requisition (Optional)

Creating Import Purchase Order

Creating Purchase Order

Creating Purchase Receipt

Creating Manual Accounts Payable

Importing Accounts Payable

Managing Accounts Payable

Accounts Payable Document Status

Viewing, Editing, Cancelling and Printing of Account Payable

Exporting Accounts Payable List

Payment Voucher

Requirements

Creating Payment Voucher

Creating Payment Voucher – Tagging Payables

Creating Payment Voucher – Tagging Debit Voucher

Creating Payment Voucher – Entering Check Details for Check Payment

Creating Payment Voucher – Entering Accounting Details for Cash Payment

Creating Payment Voucher from Accounts Payable

Managing Payment Voucher

Payment Voucher Document Status

Viewing, Editing, Cancelling and Posting/Unposting of Payment Voucher

Exporting Payment Voucher List

Disbursement Voucher

Requirements

Creating Disbursement Voucher

Managing Disbursement Voucher

Disbursement Voucher Document Status

Viewing, Editing, Cancelling Disbursement Voucher

Exporting Disbursement Voucher

Journal Voucher

Requirements

Creating a Journal Voucher

Managing Journal Voucher

Journal Voucher Document Status

Viewing, Editing, Printing and Cancelling Journal Voucher

Importing Journal Voucher

Exporting Journal Voucher

Petty Cash

Requirements

Creating a Petty Cash

Managing Petty Cash

Petty Cash Voucher Document Status

Viewing, Editing, Printing and Cancelling Petty Cash

Importing Petty Cash

Paying Petty Cash

Exporting Petty Cash

Depreciation Run

Simulating Depreciation Run

Exporting Depreciation Run

Closing(Trial Balance)

Closing a Period(Monthly)

Closing Books at Yearend

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