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Version of 11:19, 9 October 2020 by Gelo
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Proforma
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- Last edited 2 years ago by Gelo
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Proforma
This maintenance screen allows the users to configure and add the proforma for specific transaction types.
Proforma Record List
File:Proforma Record List.png
Proforma Record List
Adding Proforma
File:Adding Proforma.png
Adding Proforma
| Field | Description | Expected Values |
|---|---|---|
| 1.Proforma Code | •Reference Code for Proforma | •Alphanumeric |
| 2.Transaction Type | •Transaction Type for the Proforma | •Transaction List Field |
| 3.Proforma Description | •Description of the Proforma | •Alphanumeric |
| 4.Account Code | •Account Code to be use on Proforma | •Account Code List Provided on Account Code Maintenance Module |
| 5.Entry Type | •Entry Type of the Account Code | •Debit/Credit |
Editing Proforma
File:Editing Proforma.png
Editing Proforma
| Field | Description | Expected Values |
|---|---|---|
| 1.Transaction Type | •Transaction Type for the Proforma | •Transaction List Field |
| 2.Proforma Description | •Description of the Proforma | •Alphanumeric |
| 3.Account Code | •Account Code to be use on Proforma | •Account Code List Provided on Account Code Maintenance Module |
| 4.Entry Type | •Entry Type of the Account Code | •Debit/Credit |
Proforma Options
File:Proforma Options.png
Proforma Options
Proforma Importing Option
File:Proforma Importing Option.png
Proforma Importing Option
Proforma Record Option
File:Proforma Record Option.png
Proforma Record Option
Proforma View Record
File:Proforma View Record.png
Proforma View Record