Toggle search
Toggle menu
449
12
989
qASA
Toggle preferences menu
Toggle personal menu
Not logged in
Your IP address will be publicly visible if you make any edits.

Main Page: Difference between revisions

From qASA
More actions
Newer edit →
VisualWikitext
Create main page
 
Harvey (talk | contribs)
891 edits
No edit summary
Tag: Potentially disruptive edit
Line 1: Line 1:
__NOTOC__ Welcome to your new wiki! You may find the following link useful: [https://www.mediawiki.org/wiki/Help:Contents Help:Contents] on mediawiki.org
<!-- MODULE TITLE -->
<div style="background-color: #005A9C; border: 2px solid #003E73; padding: 15px; border-radius: 8px; text-align: left; margin-top: 20px;">
  <h1 style="margin: 0; color: #FFFFFF; font-size: 24px;">Procurement Module</h1>
</div>
 
<!-- SUBSECTION HEADING -->
<div style="background-color: #1C61A1; border: 2px solid #134A7C; padding: 12px; border-radius: 6px; text-align: center; margin-top: 20px;">
  <h2 style="margin: 0; color: #FFFFFF; font-size: 20px;">Undefined Item Request</h2>
</div>
 
<!-- ACTION TITLE -->
<div style="background-color: #EAF3FB; border: 2px solid #C5D8EC; padding: 10px; border-radius: 6px; text-align: center; margin-top: 15px;">
  <h3 style="margin: 0; color: #1C3F5F; font-size: 18px;">Creating PR Transaction</h3>
</div>
 
<!-- STEP TITLE -->
<div style="background-color: #F5F9FC; border-left: 6px solid #0078D7; padding: 10px; border-radius: 4px; margin-top: 10px;">
  <h4 style="margin: 0; color: #2c3e50; font-size: 16px;">Create Purchase Request</h4>
</div>
 
[[File:1.jpg|center|frameless|1800px]]
 
<ol style="margin-top: 10px; margin-left: 20px;">
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Purchase Request</b> module.</li>
</ol>
 
 
[[File:2.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>New Record</b> or press <b>Ctrl + N</b>.</li>
</ol>
 
[[File:3.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>Enter the new item to purchase.</li>
  <li>A <b>validation message</b> will appear; click <b>'Yes'</b> to proceed with the new product.</li>
</ol>
 
[[File:4.jpg|center|frameless|1800px]]
 
<ol start="6">
  <li>Enter the <b>Quantity</b> to be purchased.</li>
</ol>
 
[[File:5.jpg|center|frameless|1800px]]
 
<ol start="7">
  <li>Select the <b>unit</b> from the list.</li>
  <li>Choose the <b>required date</b> (defaulted to 7 days after the prepared date).</li>
  <li>Select the <b>project</b> for which the item is needed.</li>
  <li>Enter the name of the requester in the <b>Request By</b> field.</li>
  <li>Choose the requesting <b>Department</b>.</li>
  <li>Provide any <b>Remarks</b> for additional details.</li>
  <li>Click <b>'Save'</b>.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Check PR</h4>
</div>
 
[[File:6.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select the purchase request transaction tagged as <b>For Checking</b>.</li>
  <li>Double-click the transaction to open the entry form, review the details, and have it checked by the <b>authorized personnel</b>.</li>
</ol>
 
[[File:7.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>To <B>check</B> the transaction, click the check icon displayed on the right side of the field</b>.</li>
  <li>A <b>validation message</b> will appear; click <b>'Yes'</b> to check the transaction.</li>
</ol>
 
[[File:8.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>A <b>login credentials</b> dialog will appear. Enter your login credentials. </li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Approve PR</h4>
</div>
 
[[File:9.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select purchase request transaction tagged as <b>For Approval</b>. </li>
  <li>Double-click the transaction to open the entry form, review the details, and have it checked by the <b>authorized personnel</b>.</li>
</ol>
 
[[File:10.jpg|center|frameless|1800px]]
 
<ol start="2">
  <li>To <b>approve</b> the transaction, click the check icon displayed on the left side of the field.</li>
  <li>A <b>validation</b> message will appear; click <b>Yes</b> to approve the transaction.</li>
</ol>
 
[[File:11.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>A <b>login credentials</b> dialog will appear. Enter your login credentials. </li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Print and Export PR Form</h4>
</div>
 
[[File:12.jpg|center|frameless|1800px]]
 
<ol>
  <li>Checked and/or Approved </li>
  <li>Once checked and/or approved, a label will appear below the <b>Checked</b> by and  <b>Approved</b> by field showing the checking and/or approval date.</li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
 
[[File:13.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>Click <b>Export</b> to export the file in excel or pdf format. Click <b>Print</b> to generate a printed copy of the transaction.</li>
</ol>
 
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">PR to Canvass</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Create Canvass</h4>
</div>
 
[[File:14.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b>.</li>
  <li>Navigate to the <b>Canvass module</b>.</li>
</ol>
 
[[File:15.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Browse Purchase Request (Browse PR)</b>.</li>
</ol>
 
[[File:16.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>Select an item from the <b>checked purchase request list</b>, then <b>double-click</b> to proceed with the canvass transaction.</li>
</ol>
 
[[File:17.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Review the <b>populated details</b> and make any necessary modifications. Specify the <b>Project Phase</b> and <b>Project Description</b>.</li>
  <li>Click the <b>Add Supplier button</b>.</li>
  <li>In the Canvass Info entry form, select the <b>supplier(s)</b> and confirm the quantity to be purchased. Enter the <b>Unit Price</b>, and select the <b>currency</b> (defaulted to the currency set in the company profile). Enter any additional <b>Remarks</b>. </li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Check Canvass</h4>
</div>
 
[[File:18.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select Canvass transaction tagged as <b>For Checking</b>. </li>
  <li>Double click the transaction to open the entry form, review the details, and have it checked by the authorized personnel.</li>
</ol>
 
[[File:19.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>To check the transaction, click the check icon displayed on the right side of the field.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to check the transaction.</li>
</ol>
 
[[File:20.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>A <b>login credentials</b> dialog will appear. Enter your login credentials. </li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Approve Canvass</h4>
</div>
 
[[File:21.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select canvass transaction tagged as <b>For Approval</b>. </li>
  <li>Double-click the transaction to open the entry form. </li>
</ol>
 
[[File:22.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>To <b>approve</b> the transaction, click the check icon displayed on the left side of the field.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to approve the transaction..</li>
</ol>
 
[[File:23.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>  A <b>login credentials</b> dialog will appear. Enter your login credentials. </li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Print and Export Canvass</h4>
</div>
 
[[File:24.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Once checked and/or approved, a label will appear below the  <b>Checked by</b> and  <b>Approved by</b> field showing the checking and/or approval date.</li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
 
[[File:25.jpg|center|frameless|1800px]]
 
<ol>
  <li>To print the form, click the <b>Print</b> button.</li>
  <li>To export the form in excel or pdf file format, click the <b>Export</b> button. </li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Register New Item</h4>
</div>
 
[[File:26.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select canvass transaction tagged as <b>Approved</b>. </li>
  <li>Double-click the transaction to open the entry form.</li>
</ol>
 
[[File:27.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Register Item</b>. </li>
  <li>The item entry form will display with the required initial details pre-filled. Please enter any additional item information. </li>
</ol>
 
[[File:28.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Click <b>Accounting Info</b></li>
  <li> Select the <b>ATC Code</b> for the item. Choose the appropriate <b>Book</b> for the purchase journal entry. The corresponding journal entry details will display; review the account information and make any modifications to the set entries.</li>
  <li>Click <b>Save</b></li>
</ol>
 
 
=='''OUT-OF-STOCK ITEM REQUEST'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">Creating PR Transaction</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Create Purchase Request</h4>
</div>
 
[[File:1.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Purchase Request</b> module.</li>
</ol>
 
[[File:2.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>New Record</b> or press <b>Ctrl + N</b>.</li>
</ol>
 
[[File:29.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>Search and select the requested <b>item(s)</b>.</li>
  <li>Enter the <b>Quantity</b>.</li>
</ol>
 
[[File:30.jpg|center|frameless|1800px]]
 
<ol start="6">
  <li>Select the <b>unit</b> from the list. </li>
</ol>
 
[[File:31.jpg|center|frameless|1800px]]
 
<ol start="7">
  <li>Choose the <b>Date Required</b>. It is defaulted to 7 days after the prepared date.</li>
  <li>Select the <b>Project</b> for which the item is needed.</li>
  <li>Select the requesting person in the <b>Requested by</b> field.</li>
  <li>Click <b>Save</b></li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Check PR</h4>
</div>
 
[[File:6.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select the purchase request transaction tagged as <b>For Checking</b>.</li>
  <li>Double-click the transaction to open the entry form.</li>
</ol>
 
[[File:7.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>To <B>check</B> the transaction, click the check icon displayed on the right side of the field</b>.</li>
  <li>A <b>validation message</b> will appear; click <b>'Yes'</b> to check the transaction.</li>
</ol>
 
[[File:8.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Enter your <b>login credentials</b> in  the login credentials dialog.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Approve PR</h4>
</div>
 
[[File:9.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select purchase request transaction tagged as <b>For Approval</b>. </li>
  <li>Double-click the transaction to open the entry form, review the details, and have it checked by the <b>authorized personnel</b>.</li>
</ol>
 
[[File:32.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>To <b>approve</b> the transaction, click the check icon displayed on the left side of the field.</li>
  <li>A <b>validation</b> message will appear; click <b>Yes</b> to approve the transaction.</li>
</ol>
 
[[File:33.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Enter your <b>login credentials</b> in  the login credentials dialog.</li>
  <li>Click <b>Save</b></li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Print and Export PR From</h4>
</div>
 
[[File:34.jpg|center|frameless|1800px]]
 
<ol start="6">
  <li>Once checked and/or approved, a label will appear below the <b>Checked</b> by and  <b>Approved</b> by field showing the checking and/or approval date.</li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
 
[[File:35.jpg|center|frameless|1800px]]
 
<ol start="8">
  <li>To print the form, click the <b>Print</b> button. To export the form in excel or pdf file format, click the <b>Export</b> button. </li>
</ol>
 
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">PR to Canvass</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Create Canvass</h4>
</div>
 
[[File:14.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b>.</li>
  <li>Navigate to the <b>Canvass module</b>.</li>
</ol>
 
[[File:36.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Browse Purchase Request (Browse PR)</b>.</li>
</ol>
 
[[File:37.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>Select an item from the <b>approved purchase request</b> list, then <b>double-click</b> to proceed with the canvass transaction.</li>
</ol>
 
[[File:17.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Review the <b>populated details</b> and make any necessary modifications. Specify the <b>Project Phase</b> and <b>Project Description</b>.</li>
  <li>Click the <b>Add Supplier button</b>.</li>
  <li>In the Canvass Info entry form, select the <b>supplier(s)</b> and confirm the quantity to be purchased. Enter the <b>Unit Price</b>, and select the <b>currency</b> (defaulted to the currency set in the company profile). Enter any additional <b>Remarks</b>. </li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Check Canvass</h4>
</div>
 
[[File:38.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select Canvass transaction tagged as <b>For Checking</b>. </li>
  <li>Double click the transaction to open the entry form.</li>
</ol>
 
[[File:39.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>To <b>check</b> the transaction, click the check icon displayed on the right side of the field.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to check the transaction.</li>
</ol>
 
[[File:20.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Enter your <b>login credentials</b> in the login credentials dialog.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Approve Canvass</h4>
</div>
 
[[File:40.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select canvass transaction tagged as <b>For Approval</b>. </li>
  <li>Double-click the transaction to open the entry form. </li>
</ol>
 
[[File:41.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>To <b>approve</b> the transaction, click the check icon displayed on the left side of the field.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to approve the transaction..</li>
</ol>
 
[[File:42.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Enter your <b>login credentials</b> in the login credentials dialog.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Print and Export Canvass</h4>
</div>
 
[[File:43.jpg|center|frameless|1800px]]
 
<ol start="6">
  <li>Once checked and/or approved, a label will appear below the  <b>Checked by</b> and  <b>Approved by</b> field showing the checking and/or approval date.</li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
 
[[File:44.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>To print the form, click the <b>Print</b> button. To export the form in excel or pdf file format, click the <b>Export</b> button. </li>
</ol>
 
 
=='''PROCESSING PURCHASE ORDER'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">Canvass to Purchase Order</h3>
</div>
 
[[File:45.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Purchase Order</b> module.</li>
</ol>
 
[[File:46.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Browse Canvass</b>.</li>
</ol>
 
[[File:47.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>Select item(s) from the <b>approved canvass</b> list by checking the box in each row. Multiple approved items can be processed into a purchase order as long as they share the same supplier and project.</li>
  <li>Click <b>Confirm</b> to proceed.</li>
</ol>
 
[[File:48.jpg|center|frameless|1800px]]
 
<ol start="6">
  <li>Review the <b>populated details</b> from the purchase request. Make any necessary modifications. </li>
  <li>Choose the <b>type of purchase</b> (local or imported). If imported, the Incoterms and ship date fields will be enabled for entry.</li>
  <li>Select the <b>VAT</b> and <b>Discount</b> options:
      <ul>
          <li>VAT Inclusive: Price includes VAT</li>
          <li>Add VAT: Price is VAT exclusive; add</li>
          <li>12% VAT or enter 0% for zero-rated VAT.</li>
          <li>Exempt: Item is VAT exempt.</li>
          <li>For P Discount, manually enter the discount amount in the Discount column.</li>
          <li>For % Discount, enter the discount percentage.</li>
      </ul>
  </li>
</ol>
 
[[File:49.jpg|center|frameless|1800px]]
 
<ol start="9">
  <li>f the purchase transaction includes purchase charges, the user can click the item cell under <b>Purchase Charges</b>.</li>
  <li>The Purchase Charges entry form will display; fill in the details by selecting the type of <b>charge</b> and its <b>amount</b>, untick if the charge is not <b>VATable</b>, and then click <b>Done</b>.</li>
  <li>Click <b>Save</b>.</li>
</ol>
 
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">PR to PO</h3>
</div>
 
[[File:50.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Purchase Order/Budget Request</b> module.</li>
</ol>
 
[[File:51.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Browse PR</b>.</li>
</ol>
 
[[File:52.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>Select an item from the <b>checked purchase request</b> list and <b>double-click</b> to enter the price.</li>
</ol>
 
[[File:53.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Review the populated details from the purchase request. Make any necessary modifications. </li>
  <li>Choose the <b>type of purchase</b> (local or imported). If imported, the Incoterms and ship date fields will be enabled for entry.</li>
  <li>Select the <b>VAT</b> and <b>Discount</b> options:
      <ul>
          <li>VAT Inclusive: Price includes VAT</li>
          <li>Add VAT: Price is VAT exclusive; add</li>
          <li>12% VAT or enter 0% for zero-rated VAT.</li>
          <li>Exempt: Item is VAT exempt.</li>
          <li>For P Discount, manually enter the discount amount in the Discount column.</li>
          <li>For % Discount, enter the discount percentage.</li>
      </ul>
  </li>
</ol>
 
[[File:54.jpg|center|frameless|1800px]]
 
<ol start="8">
  <li>If the purchase transaction includes purchase charges, the user can click the item cell under <b>Purchase Charges</b>.</li>
  <li>The Purchase Charges entry form will display; fill in the details by selecting the type of <b>charge</b> and its <b>amount</b>, untick if the charge is not <b>VATable</b>, and then click <b>Done</b>.</li>
  <li>Click <b>Save</b>.</li>
</ol>
 
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">CHECK, APPROVE AND DISAPPROVE PO</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Check Purchase Order</h4>
</div>
 
[[File:55.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select purchase order transaction tagged as <b>For Checking</b>. </li>
  <li>Double-click the transaction to open the entry form, review the details, and have it checked, noted and approved by the <b>authorized personnel</b>.</li>
</ol>
 
[[File:56.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>To <b>check</b> the transaction, click the check icon displayed on the right side of the field.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to check the transaction.</li>
</ol>
 
[[File:57.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Enter your <b>login credentials</b> in  the login credentials dialog.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Approve Purchase Order</h4>
</div>
 
[[File:58.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select purchase request transaction tagged as <b>For Approval</b>. </li>
  <li>Double-click the transaction to open the entry form.</li>
</ol>
 
[[File:56.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>To <b>approve</b> the transaction, click the check icon displayed on the right side of the field.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to approve the transaction.</li>
</ol>
 
[[File:57.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Enter your <b>login credentials</b> in  the login credentials dialog.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Disapprove Purchase Order</h4>
</div>
 
[[File:59.jpg|center|frameless|1800px]]
 
<ol>
  <li>To <b>disapprove</b> the transaction, click the cancel icon displayed on the right side of the field.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to disapprove the transaction.</li>
</ol>
 
[[File:57.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Enter your <b>login credentials</b> in  the login credentials dialog.</li>
</ol>
 
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">PRINT AND EXPORT PO FORM</h3>
</div>
 
[[File:60.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>Once checked and/or approved, a label will appear below the  <b>Checked by</b> and  <b>Approved by</b> field showing the checking and/or approval date.</li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
 
[[File:61.jpg|center|frameless|1800px]]
 
<ol>
  <li>To print the form, click the <b>Print</b> button. To export the form in excel or pdf file format, click the <b>Export</b> button. </li>
</ol>
 
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">Email Purchase Order</h3>
</div>
 
[[File:62.jpg|center|frameless|1800px]]
 
<ol>
  <li>To send the purchase order via email, enter the <b>subject</b> and <b>remarks</b> in the email section. You can <b>attach files</b>; if <b>Send with Order</b> is ticked, they will be included in the email. </li>
  <li>Click <b>View Email</b> to review the message before sending. </li>
  <li>Click <b>Save & Send Email</b> to proceed.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Purchase Order Confirmation</h4>
</div>
 
[[File:63.jpg|center|frameless|1800px]]
 
<ol>
  <li>To view the <b>Purchase Order Confirmation</b>, click <b>View Mail</b> located at the bottom right corner of the window.</li>
  <li>The Purchase Order Confirmation will display in the <b>Mail Viewer</b>.</li>
  <li>Click <b>Save</b> once confirmed that the Purchase Order Confirmation is accurate.</li>
</ol>
 
 
=='''RECEIVING ORDER ITEMS'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">Processing PO to PR</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Create Receiving Report</h4>
</div>
 
[[File:64.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Purchase Request</b> module.</li>
</ol>
 
[[File:65.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Browse P.O.</b></li>
</ol>
 
[[File:66.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>Select an item from the <b>approved purchase order</b> list, then <b>double-click</b> to proceed with the receiving report entry form. </li>
</ol>
 
[[File:67.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Complete the required field for <b>Received By</b> and provide details in the other necessary fields.</li>
  <li>Modify the <b>received quantity</b> if it differs from the ordered quantity.</li>
  <li>Include any additional <b>remarks</b>. </li>
  <li>Click <b>Save</b>. </li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Check Receiving Report</h4>
</div>
 
[[File:68.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select receiving report transaction tagged as <b>For Checking</b> or <b>For Approval</b>. Double-click the transaction to open the entry form, review the details, and have it checked and approved by the <b>authorized personnel</b>.</li>
</ol>
 
[[File:69.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Enter the new item to purchase.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to begin processing or transacting with the new product.</li>
</ol>
 
[[File:70.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Enter your <b>login credentials</b> in  the login credentials dialog.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Approve Receiving Report</h4>
</div>
 
[[File:71.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select receiving report transaction tagged as <b>For Checking</b> or <b>For Approval</b>. Double-click the transaction to open the entry form, review the details, and have it checked and approved by the <b>authorized personnel</b>.</li>
</ol>
 
[[File:69.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Enter the new item to purchase.</li>
  <li>A <b>validation message</b> will appear; click <b>Yes</b> to begin processing or transacting with the new product.</li>
</ol>
 
[[File:70.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Enter your <b>login credentials</b> in  the login credentials dialog.</li>
</ol>
 
[[File:72.jpg|center|frameless|1800px]]
 
<ol start="6">
  <li>Once checked and/or approved, a label will appear below the  <b>Checked by</b> and  <b>Approved by</b> field showing the checking and/or approval date.</li>
  <li>Click Save or <b>Save & Print</b>.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Print and Export Receiving Report Form</h4>
</div>
 
[[File:73.jpg|center|frameless|1800px]]
 
<ol>
  <li>To print the form, click the <b>Print</b> button. To export the form in excel or pdf file format, click the <b>Export</b> button. </li>
</ol>
 
 
=='''LANDED COSTS'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">Create Landed Cost</h3>
</div>
 
[[File:73.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Landed Cost</b> module.</li>
</ol>
 
[[File:74.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Browse Received Items</b>.</li>
</ol>
 
[[File:75.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>Select an item from the <b>approved received imported item</b> list, then <b>double-click</b> to proceed with the landed cost entry form. </li>
</ol>
 
[[File:76.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Review the populated details from the received report of the selected item. Enter the <b>freight, insurance, brokerage landed cost</b>, and <b>foreign cost</b> amount.</li>
  <li>Click <b>Save</b>.</li>
</ol>
 
 
=='''PROCUREMENT REPORTS'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">SUPPLIER INFORMATION REPORTS</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Supplier Master List</h4>
</div>
 
[[File:77.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Procurement Report</b> module.</li>
</ol>
 
[[File:78.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Supplier Master List</b>.</li>
  <li>From the parameters, select the <b>supplier status</b> to filter the supplier master list, then click <b>View</b>.</li>
</ol>
 
[[File:79.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Click <b>Print</b> to generate a printed copy of the report.</li>
</ol>
 
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">TOP PURCHASED REPORTS</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Top Supplier</h4>
</div>
 
[[File:77.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Procurement Report</b> module.</li>
</ol>
 
[[File:80.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Top Supplier</b>.</li>
  <li>From the parameters, select the <b>date range</b> and the <b>number of top list</b> to filter the report data, then click <b>View</b>.</li>
</ol>
 
[[File:81.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Click <b>Print</b> to generate a printed copy of the report.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Top Item</h4>
</div>
 
[[File:77.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Procurement Report</b> module.</li>
</ol>
 
[[File:86.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Top Item</b>.</li>
  <li>From the parameters, select the <b>date range</b> and the <b>number of top list</b> to filter the report data, then click <b>View</b>.</li>
</ol>
 
[[File:87.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Click <b>Print</b> to generate a printed copy of the report.</li>
</ol>
 
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">Listing Reports</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Purchase Order Listing</h4>
</div>
 
[[File:77.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Procurement Report</b> module.</li>
</ol>
 
[[File:82.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Purchase Order Listing</b>.</li>
  <li>From the parameters, select the <b>date range</b> and the <b>project</b> to filter the report data, then click <b>View</b>.</li>
</ol>
 
[[File:83.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Click <b>Print</b> to generate a printed copy of the report.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Receiving Report Listing</h4>
</div>
 
[[File:77.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Procurement Report</b> module.</li>
</ol>
 
[[File:84.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Receiving Report Listing</b>.</li>
  <li>From the parameters, select the <b>date range</b> and the <b>project</b> to filter the report data, then click <b>View</b>.</li>
</ol>
 
[[File:85.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Click <b>Print</b> to generate a printed copy of the report.</li>
</ol>
 
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">HISTORY REPORTS</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Supplier Transaction History</h4>
</div>
 
[[File:77.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Procurement Report</b> module.</li>
</ol>
 
[[File:88.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Supplier Transaction History</b>.</li>
  <li>From the parameters, select the <b>date range</b> and the <b>supplier</b> to filter the report data, then click <b>View</b>.</li>
</ol>
 
[[File:89.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Click <b>Print</b> to generate a printed copy of the report.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Request to Receiving History</h4>
</div>
 
[[File:77.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Procurement Report</b> module.</li>
</ol>
 
[[File:90.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Request to Receiving History</b>.</li>
  <li>From the parameters, select the <b>transaction</b> to use as the basis for the report's control number. Choose the <b>control number range, date range,</b> and <b>project</b> to filter the report data. Then, click <b>View</b>.</li>
</ol>
 
[[File:91.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Click <b>Print</b> to generate a printed copy of the report.</li>
</ol>
 
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">TRANSMITTAL REPORTS</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Purchase Order Register</h4>
</div>
 
[[File:77.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Procurement</b> section.</li>
  <li>Navigate to the <b>Procurement Report</b> module.</li>
</ol>
 
[[File:92.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Purchase Order Register</b>.</li>
  <li>From the parameters, select the <b>date range</b> to filter the report data. Then, click <b>View</b>.</li>
</ol>
 
[[File:93.jpg|center|frameless|1800px]]
 
<ol start="5">
  <li>Click <b>Print</b> to generate a printed copy of the report.</li>
</ol>
 
 
<div style="background-color: #0078D7; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: left;">
  <h1 style="margin: 0; color: #FFFFFF;">Inventory Module</h1>
</div>
 
=='''RECEIVING ORDER ITEMS'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">Processing PO to PR</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Create Receiving Report</h4>
</div>
 
[[File:94.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Inventory</b>.</li>
  <li>Navigate to the <b>Received module</b>.</li>
</ol>
 
[[File:95.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Select an Item from the <b>Status</b> column for <b>Material Inspection </b> to appear</b></li>
  <li> Review the <b>populated details</b> and add any remarks or recommendations.</li>
</ol>
 
[[File:96.jpg|center|frameless|1800px]]
 
<ol start="1">
  <li>once reviewed by the authorized personnel select the appropriate <b> Status:  Passed, Failed, or Ongoing Inspection </b>. </li>
  <li>Select <b> Preview </b> to view the output receipt of the details. </li>
</ol> ,
 
[[File:97.jpg|center|frameless|1800px]]
<ol>
  <li>Viewing and printing of the <b> Material Inspection </b> receipt.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Check Receiving Report</h4>
</div>
 
[[File:98.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Inventory</b>.</li>
  <li>Navigate to the <b> Received module.</b>.</li>
  <li>In <b> Related Data Views</b>, navigate to <b>Non-Inventory Items</b>, where authorized personnel can view all on-hand items and samples.</li>
</ol>
 
[[File:99.jpg|center|frameless|1800px]]
 
<ol>
  <li>This module contains all the non-inventory items that can be sold.</li>
</ol>
 
[[File:100.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Inventory</b>.</li>
  <li>Navigate to the <b>Issuance </b> module.</li>
  <li>Adjust <b> date </b> to navigate the files on a specific duration of time.</li>
  <li>Select <b> Item </b> in column for a more detailed <b> Issuance Info </b>  or create a <b> New Record </b> by selecting the upper left <b> New Record </b> or <b> CTRL + N </b>.</li>
</ol>
 
[[File:101.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select <b> Non-Inventory or Beginning Inventory </b> to filter Item Issuance. This allows authorized personnel to issue items that are not in the Non-Inventory or Beginning Inventory.</li>
  <li>Select the <b> Item </b> column, and a pop-up will appear to enter the quantity. Alternatively, the user can directly edit the <b> Quantity Issued field </b>.</li>
  <li>Select <b> Save </b> to store the data in the inventory, <b> Save & Print </b> to save and print the receipt, or <b> Cancel </b> to discard the changes or new record.</li>
</ol>
 
[[File:102.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Inventory</b>.</li>
  <li>Navigate to the <b> Inventory Tracking </b> module.</li>
  <li>Modify the <b> date </b> according to the specified number of days or months the user intends to set.</li>
  <li>Below, the items in the inventory for the specified date range will be displayed.</li>
  <li>Authorized personnel can select items and process the data.</li>
</ol>
 
 
[[File:103.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select <b> Year and Month </b> to filter the Items’ duration history that will be shown in the columns below. </li>
</ol>
 
[[File:104.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select <b> List of Items for Reorder in Related Data Views</b> .</li>
  <li>Authorized personnel can choose items from the reorder list and submit a request, which requires manual approval in <b> Purchase Request </b> before processing.</li>
 
</ol>
 
[[File:105.jpg|center|frameless|1800px]]
 
<ol>
  <li>Click the <b> Restore </b> button to initiate the restoration process. Wait for the system to process and recover the selected data. Verify that the restored data appears correctly in the inventory records.</li>
  <li>To restore data, manually <b> select a folder containing JSON files </b>, review the listed files, approve the import, and <b> save </b> the data into the system.</li>
</ol>
 
[[File:106.jpg|center|frameless|1800px]]
 
<ol>
  <li>Navigate to <b>Inventory Reports in Inventory </b>.</li>
  <li>Select <b> Receiving Report </b>.</li>
</ol>
 
 
[[File:107.jpg|center|frameless|1800px]]
 
<ol>
  <li><b> Customize the Month and Year </b> to filter the date <b>duration</b> of the <b> Receiving Report History </b>  for better and easier viewing, as well as <b> printing </b> of the reports or <b>exporting it to excel</b>.</li>
</ol>
 
[[File:108.jpg|center|frameless|1800px]]
 
<ol>
  <li>Viewing and printing of the <b> Receiving Report receipt</b>.</li>
</ol>
 
[[File:109.jpg|center|frameless|1800px]]
 
<ol>
  <li></b> Customize the Month and Year <b> to filter the date duration of the </b>Issuance History Report <b> for better and easier viewing, as well as </b> printing </b> of the reports or <b> exporting it to excel </b>. </li>
  <li>Select <b> Preview </b> to view the output receipt of the details. </li>
</ol> ,
 
[[File:110.jpg|center|frameless|1800px]]
<ol>
  <li>Viewing and printing of the <b>Issuance Report receipt</b>.</li>
</ol>
 
 
<div style="background-color: #0078D7; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: left;">
  <h1 style="margin: 0; color: #FFFFFF;">Maintenance</h1>
</div>
 
=='''FINANCIAL SETTINGS'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">Uploading of WAC</h3>
</div>.
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">WAC Upload</h4>
</div>
 
[[File:115.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Sales</b>.</li>
  <li>Navigate to the <b>Work Accomplishment </b> module.</li>
  <li>Click <b>New</b> or press <b>Ctrl+N</b>.</li>
</ol>
 
[[File:116.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>Click <b>Attach File(s)</b> to upload the Work Accomplishment Certificate.</li>
  <li>Referencing the uploaded document, enter the details of the WAC, including the <b>WAC No, Date Prepared, Customer</b>, and <b>Project</b>, along with any other optional details.</li>
  <li>Click <b>Save</b>.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Check WAC</h4>
</div>
 
[[File:117.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select work accomplishment certificate transaction tagged as <b>For Checking</b>. Double-click the transaction to open the
  entry form, review the details, and have it checked by the <b>authorized personnel</b>.</li>
</ol>
 
[[File:118.jpg|center|frameless|1800px]]
 
<ol start="2">
  <li>To <b>check</b> the transaction, click the check icon displayed on the left side of the field.</li>
  <li>A <b>login credentials</b> dialog will appear. Enter login credentials. </li>
  <li>Click <b>Save</b>.</li>
</ol>
 
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">Processing of WAC to SI</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Checked WAC to SI</h4>
</div>
 
[[File:119.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Sales</b>.</li>
  <li>Navigate to the <b>Service Invoice</b> module</li>
  <li>Click <b>Browse WAC</b>.</li>
</ol>
 
[[File:120.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>Select transaction from the <b>checked WAC</b> list by ticking the checkbox in the first column of each item row. </li>
  <li>Click <b>Save</b></li>
  <li>Enter the <b>amount</b> of the transaction. </li>
</ol>
 
[[File:121.jpg|center|frameless|1800px]]
 
<ol start="7">
  <li>Choose the <b>mode of payment</b>. </li>
  <li>Select the <b>VAT</b> and <b>Discount</b> options:
      <ul>
          <li>VAT Inclusive: Price includes VAT</li>
          <li>Add VAT: Price is VAT exclusive; add</li>
          <li>12% VAT or enter 0% for zero-rated VAT.</li>
          <li>Exempt: Item is VAT exempt.</li>
          <li>For P Discount, manually enter the discount amount in the Discount column.</li>
          <li>For % Discount, enter the discount percentage.</li>
      </ul>
  </li>
  <li>Select the <b>ATC Code</b> for computation of withholding tax, if any.</li>
  <li>Click <b>Save</b></li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Approve SI</h4>
</div>
 
[[File:122.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select sales invoice transaction tagged as <b>For Checking</b> or <b>For Approval</b>. Double-click the transaction to open the entry form,
  review the details, and have it checked and approved by the <b>authorized personnel</b>.</li>
</ol>
 
[[File:123.jpg|center|frameless|1800px]]
 
<ol start="2">
  <li>To <b>check</b> and <b>approve</b> the transaction, click the check icon displayed on the left side of the field.</li>
  <li>A <b>login credentials</b> dialog will appear. Enter login credentials. </li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Email Service Invoice </h4>
</div>
 
[[File:124.jpg|center|frameless|1800px]]
 
<ol>
  <li>To send the service invoice via email, enter the <b>subject</b> and <b>remarks</b> in the email section. You can <b>upload file(s)</b>; if
  <b>Send with Invoice</b> is ticked, they will be included in the email. </li>
  <li>Click <b>View Email</b> to review the message before sending. </li>
  <li>Click <b>Save & Send Email</b> to proceed.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Print SI Form</h4>
</div>
 
[[File:125.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select the <b>SI transaction</b> to view or print the form. </li>
  <li>Click <b>Print</b>.</li>
</ol>
 
[[File:126.jpg|center|frameless|1800px]]
 
<ol start="3">
  <li>Click <b>Print</b> to generate a printed copy of the service invoice form. </li>
</ol>
 
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">Processing of AR to ACR</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Create Acknowledgement Receipt</h4>
</div>
 
[[File:127.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Sales</b>.</li>
  <li>Navigate to the <b>Acknowledgement Receipt</b> module.</li>
  <li>Click <b>Browse AR</b>.</li>
</ol>
 
[[File:128.jpg|center|frameless|1800px]]
 
<ol start="4">
  <li>Select transaction from the <b>posted AR</b> list by ticking the checkbox in the first column of each item row. </li>
  <li>Click <b>Confirm</b>.</li>
</ol>
 
[[File:129.jpg|center|frameless|1800px]]
 
<ol start="6">
  <li>Review the populated details and add any <b>remarks</b> for the transaction.</li>
  <li>Input the <b>amount paid</b>.</li>
  <li>Click <b>Save</b>.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Create and Approve ACR</h4>
</div>
 
[[File:130.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select acknowledgement receipt transaction tagged as <b>For Checking</b> or <b>For Approval</b>. Double-click the transaction to open
  the entry form, review the details, and have it checked and approved by the <b>authorized personnel</b>.</li>
</ol>
 
[[File:131.jpg|center|frameless|1800px]]
 
<ol start="2">
  <li>To <b>check</b> and <b>approve</b> the transaction, click the check icon displayed on the left side of the field.</li>
  <li>A <b>login credentials</b> dialog will appear. Enter login credentials. </li>
  <li>Click <b>Save</b> or <b>Save & Print</b>.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Email Acknowledgement Receipt</h4>
</div>
 
[[File:132.jpg|center|frameless|1800px]]
 
<ol>
  <li>To send the acknowledgement receipt via email, enter the <b>subject</b> and <b>remarks</b> in the email section. You can <b>upload file(s)</b>;
  if <b>Send with Receipt</b> is ticked, they will be included in the email.</li>
  <li>Click <b>View Email</b> to review the message before sending.</li>
  <li>Click <b>Save & Send Email</b> to proceed.</li>
</ol>
 
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Print ACR Form</h4>
</div>
 
[[File:133.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select the <b>ACR transaction</b> to view or print the form. </li>
  <li>Click <b>Print</b>.</li>
</ol>
 
[[File:134.jpg|center|frameless|1800px]]
 
<ol>
  <li>Click <b>Print</b> to generate a printed copy of the acknowledgement receipt form. </li>
</ol>
 
 
<div style="background-color: #0078D7; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: left;">
  <h1 style="margin: 0; color: #FFFFFF;">Administration Module</h1>
</div>
 
=='''USER ACCESS'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">CONFIGURE USER ACCESS </h3>
</div>
 
[[File:94.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b>Administration</b> section.</li>
  <li>Navigate to the <b> User Access under System User </b> module.</li>
  <li>Choose any user at the table to configure access.</li>
</ol>
 
[[File:95.jpg|center|frameless|1800px]]
 
<ol>
  <li>This section shows the basic information of the user.</li>
  <li>This section shows the credentials of the user.</li>
  <li>This section shows the list of user’s access. </li>
  <li>This section show the summary of granted access for the user.</li>
</ol>
 
 
=='''ROLE ACCESS'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">CONFIGURE ROLE ACCESS</h3>
</div>
 
[[File:96.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b> Administration </b>.</li>
  <li>Spread out <b> System User</b>.</li>
  <li>Navigate to <b> Role Access</b>.</li>
</ol>
 
[[File:97.jpg|center|frameless|1800px]]
 
<ol>
  <li>This section shows the acronym of <b> Role Description </b>.</li>
  <li>This section shows the <b> Role Description </b>.</li>
  <li>This section show the name of per <b> Department </b>.</li>
</ol>
 
[[File:98.jpg|center|frameless|1800px]]
 
<ol>
  <li>This section shows the <b> Basic Info </b> of selected user .</li>
  <li>This section shows the <b> User Access </b>.</li>
  <li>This section show the <b> Summary of Access </b>.</li>
</ol>
 
 
=='''COMPANY PROFILE'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">CONFIGURE COMPANY PROFILE</h3>
</div>
 
 
[[File:99.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b> Administration </b>.</li>
  <li>Navigate into the <b> Company Profile </b>.</li>
  <li>Click the company name to configure the <b> Company Profile </b>.</li>
</ol>
 
[[File:100.jpg|center|frameless|1800px]]
 
<ol>
  <li>This section shows the <b>Contact Details</b> of the company.</li>
  <li>This section shows the <b>Company Logo</b>.</li>
  <li>This section show all the information about the <b>Company</b>.</li>
</ol>
 
[[File:101.jpg|center|frameless|1800px]]
 
<ol>
  <li>Navigate to <b> Other Settings</b> </li>
<li>This section shows the <b> Company Currency Use</b>.</li>
</ol>
 
 
=='''BRANCH'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">CONFIGURE BRANCH</h3>
</div>
 
[[File:102.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b> Company Profile </b> and spread it out.</li>
  <li>Choose <b> Branch</b>.</li>
  <li>List of <b> Branch Info </b>.</li>
</ol>
 
[[File:103.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b> New Record </b>.</li>
  <li>Configuration for <b> Branch Name and Remarks </b>.</li>
</ol>
 
 
=='''DEPARTMENT'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">CONFIGURE DEPARTMENT</h3>
</div>
 
 
[[File:104.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b> Administration </b>.</li>
  <li>Click <b>Department</b>.</li>
  <li>List of all <b>Departments</b>.</li>
</ol>
 
[[File:105.jpg|center|frameless|1800px]]
 
<ol>
  <li>This section shows the <b> Configuration for Department</b>.</li>
</ol>
 
[[File:106.jpg|center|frameless|1800px]]
 
<ol>
  <li>Click <b> New Record</b>.</li>
  <li>Setup new <b> Department</b>.</li>
</ol>
 
='''Accounting'''=
 
='''Sales'''=
 
<div style="background-color: #0078D7; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: left;">
  <h1 style="margin: 0; color: #FFFFFF;">Audit Records</h1>
</div>
 
=='''DISPLAYING ACTIVITY LOGS'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">DISPLAYING ACTIVITY LOGS</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Activity Logs</h4>
</div>
 
[[File:107.jpg|center|frameless|1800px]]
 
<ol>
  <li>Go to the <b> Audit Records </b> module.</li>
  <li>Navigate to the <b> Audit Trail module</b>.</li>
  <li>The table of the activity logs will display.</li>
</ol>
 
[[File:108.jpg|center|frameless|1800px]]
 
<ol >
  <li>Select a specific time frame and sort order to filter the activity logs.</li>
  <li>Click <b> View </b> to display the filtered activity logs.</li>
  <li>Drag and drop a <b> column header </b> to organize the displayed logs based on the selected column.</li>
</ol>
 
[[File:109.jpg|center|frameless|1800px]]
 
<ol>
  <li>Choose and select a row from the table to display its detailed information.</li>
  <li>The details will fill the fields and provide a clear overview of the information from the selected row. </li>
</ol>
 
[[File:110.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select the <b> Export to Excel</b> </li>
  <li>The file explorer will show. Select a folder where you want to <b> save </b> the entire activity logs report.</li>
</ol>
 
 
=='''VIEWING PRINT HISTORY'''==
 
<div style="background-color: #1C61A1; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h3 style="margin: 0; color: #FFFFFF;">VIEWING PRINT HISTORY</h3>
</div>
 
<div style="background-color: #c8ddf0; border: 2px solid #a3b5c9; padding: 10px; border-radius: 5px; text-align: center;">
  <h4 style="margin: 0; color: #2c3e50;">Print History</h4>
</div>
 
[[File:111.jpg|center|frameless|1800px]]
 
<ol>
  <li>Navigate to <b> Print History</b>.</li>
  <li>The table provides a detailed information of the print history.</li>
</ol>
 
[[File:112.jpg|center|frameless|1800px]]
 
<ol>
  <li>Select a month and set the date range to filter the print history records.</li>
  <li>Click <b> Search </b>.</li>
  <li>The filtered print history table will show. View the list of printed reports, including the date printed, report name, remarks, and user who printed them.</li>
</ol>
 
[[File:113.jpg|center|frameless|1800px]]
 
<ol>
  <li>Click the <b> cell</b> to open the report.</li>
  <li>The report viewer will show. Review the generated report.</li>
</ol>
 
[[File:114.jpg|center|frameless|1800px]]
 
<ol>
  <li>Click a row on the <b> Open File </b> column</li>
  <li>The download progress window will appear. Wait for the countdown to finish while the PDF file is being downloaded.</li>
</ol>
Retrieved from "https://qasa.wikioasis.org/wiki/Main_Page"
Cookies help us deliver our services. By using our services, you agree to our use of cookies.
More information