Acc Etc
From UG
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(→Acc Client Profile) |
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== Acc Client Profile == | == Acc Client Profile == | ||
+ | |||
+ | === Business Requirements === | ||
+ | |||
+ | We need to maintain a number of accounting related parameters in Client Company profile. | ||
+ | |||
+ | Credit Terms: | ||
+ | * Credit terms are the time limits you set for your customers' promise to pay for their merchandise or services received. (in number of days) | ||
+ | |||
+ | Credit Status: | ||
+ | * (low, severe, etc) | ||
+ | |||
+ | Credit Limit: | ||
+ | * Sales invoice total ??? (in USD) | ||
+ | |||
+ | Display Exchange Rates | ||
+ | * Display exg rates or not on Sales invoice | ||
This is "Acc Info" section of Client Profile. | This is "Acc Info" section of Client Profile. |
Revision as of 18:34, 1 September 2009
Contents |
VAT
VAT option for office profile
- VAT radio (Y/N)
- VAT % textfield
- see Fig VAT_office_profile
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
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
Business Requirements
We need to maintain a number of accounting related parameters in Client Company profile.
Credit Terms:
- Credit terms are the time limits you set for your customers' promise to pay for their merchandise or services received. (in number of days)
Credit Status:
- (low, severe, etc)
Credit Limit:
- Sales invoice total ??? (in USD)
Display Exchange Rates
- Display exg rates or not on Sales invoice
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.