Acc Etc

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(Acc Client Profile)
(RFC)
Line 59: Line 59:
Path: Admin > Clients > Acc Info
Path: Admin > Clients > Acc Info
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=== RFC ===
+
=== Version 2.0 ===
1) Dropdowns "credit status", "cr limit", "cr terms" need to be managed through Admin
1) Dropdowns "credit status", "cr limit", "cr terms" need to be managed through Admin
2) Add functionality related to "credit status", "cr limit", "cr terms": if bad credit status then CT must be approved by manager.
2) Add functionality related to "credit status", "cr limit", "cr terms": if bad credit status then CT must be approved by manager.

Revision as of 21:10, 26 August 2009


Contents

VAT

VAT option for office profile

  • VAT radio (Y/N)
  • VAT % textfield
  • see Fig VAT_office_profile

File:VAT_office_profile.JPG

TOC with VAT on Sales Inv / Imp Tab

  • IF logged in user is from Office where VAT=Y

THEN TOC on Sales Invoice / Imp Tab should have VAT related features on it

  • see File:VAT_for_TOC.JPG

Acc Access Levels

Restriced Accounting Access

Credit Holds

Currency and Exchange Rates - All Aspects (except viewing)

Unit Types - All Aspects

Charge Codes - All Aspects

Purchase invoices - deleting


Mid Level Accounting Access

Entering and Editing Vendor/Customer

Approving Credit notes

Add Credit Facilities in CT

Currency and Exchange Rates - viewing


Non- Restriced Accounting Access

Purchase invoices - adding, editing

Reports - all aspects


Acc Client Profile

This is "Acc Info" section of Client Profile.

Path: Admin > Clients > Acc Info

Version 2.0

1) Dropdowns "credit status", "cr limit", "cr terms" need to be managed through Admin

2) Add functionality related to "credit status", "cr limit", "cr terms": if bad credit status then CT must be approved by manager.

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