Acc Etc

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Revision as of 11:24, 11 December 2009

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

see

this table is used in:
- Sales Inv
- Arrival Notice / Freight Invoice

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

Address Book Bill To Tab

Display Exchange Rates Checkbox

Display exg rates or not on Sales invoice

(todo: explain....)

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)

Depending on values above system would take appropriate action after operator creates CT/M for given client.

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.

Headline text

@@ Line 19: / Line 19: @@
 * see [[File:VAT_for_TOC.JPG]]
+* this table is used in:
+** Sales Inv
+** Arrival Notice / Freight Invoice
 == Acc Access Levels ==