About Acc CT2 Module

From UG

Revision as of 01:25, 19 December 2010 (edit) Alex (Talk | contribs) ← Older edit		Revision as of 02:15, 19 December 2010 (edit) (undo) Alex (Talk | contribs) (→Introduction) Newer edit →
Line 12:		Line 12:
	* [[SUPHOME]] articles		* [[SUPHOME]] articles
	* User Guides		* User Guides
-
-	== Introduction ==
-
-	We define feature to be a part of "Accounting module" if it has something to do with accounting. Normally it relates to typical accounting operations such as managing sales / purchase invoices or running purchase / loss reports.
-
-	Acc module supports a number of important business functions:
-
-	* ability to generate sales invoices for services Jaguar provides(account receivables)
-	** paper or EDI (future)
-	* ability to generate credit notes to correct invoice errors
-	* support for various:
-	** currencies
-	** charge codes
-	* collect important accounting data and provide ability to analyze it (reports)
-	* misc accounting functions
	== Subcomponents ==		== Subcomponents ==

---

Revision as of 02:15, 19 December 2010

Contents 1 About 2 Documentation 3 Subcomponents 4 Acc module users 5 User Interface

About

This is an introductory article into Acc CT2 Module.

Documentation

All documentation is located under: Category:Acc. Read in this order:

• this introductory wiki
• SUPHOME articles
• User Guides

Subcomponents

Most important sub components are:

• purchase invoice management
• sales/internal invoice management
• Acc Admin
• Acc reports

Full list from Mantis:

Mantis#	Component
837	(Acc Admin)..........parent
953	(Acc Misc)..........parent
628	(Acc: PI)..........parent
705	(Acc: SI&II)..........parent
comp=Acc

Separate category has been created for Acc Reports: Category:AccReps

2250	(Acc Report: Acc Milestones) ..........parent
2303	(Acc Report: CTs With No Inv) ..........parent
2581	(Acc Report: Incomplete PI Report) ..........parent
650	(Acc Report: Misc) ..........parent
2175	(Acc Report: P and L) ..........parent
1938	(Acc Report:CTs With No Inv)
1942	(Acc Report:Search Inv) ................... <parent>
comp = AccReps

Acc module users

Acc operators

• they are employees working for Acc dept
• they:
  • enter purchase invoices

Acc manager / CFO

• head of Acc Dept
• she:
  • runs various Acc reports
  • managing currencies
  • etc admin functions

Ops operators

• they are employees of Ops Dept
• they:
  • create Sales Invoices/ Cr Notes

Ops managers

• they are employees of Ops Dept
• they:
  • approve Cr Notes

User Interface

CT2 Main menu has "Acc" item which has under it:

• Acc Admin functions:
  • Currencies
  • Charge codes
  • etc

Sales invoices, Credit notes are created on Inv tab in CT profile

• Add New purchase invoice
• Acc Reports

Client company profile has a number of accounting properties.

Other accounting components are dispersed throughout the system/user interface.