CT2 Product Vision

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* collect important accounting data and provide ability to analyze it (reports)
* collect important accounting data and provide ability to analyze it (reports)
* misc accounting functions
* misc accounting functions
 +
 +
==== 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
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* they:
 +
** create Sales Invoices/ Cr Notes
 +
 +
'''Ops managers'''
 +
* they are employees of Ops Dept
 +
* they:
 +
** approve Cr Notes
 +
 +
==== Approach to User Interface ====
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 +
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.

Revision as of 02:23, 19 December 2010


Contents

About

Vision and Map per module

Ops

Acc

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
  • finance tasks such as 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

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

Approach to 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.

Retrieved from "https://wiki.jaguarfreight.com/CT2_Product_Vision"
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