About Acc CT2 Module

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This is an introductory article into Acc CT2 Module.
This is an introductory article into Acc CT2 Module.
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It is attempting to cover the following topics:
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== Documentation ==
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* Definitions
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All documentation is located under: [[:Category:Acc]]. Read in this order:
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* Goals
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* How it works
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* this introductory wiki
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* [[SUPHOME]] articles
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* User Guides
== Introduction ==
== Introduction ==
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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.
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.
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=== Goals ===
 
Acc module supports a number of important business functions:
Acc module supports a number of important business functions:
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Other accounting components are dispersed throughout the system/user interface.
Other accounting components are dispersed throughout the system/user interface.
-
 
-
== Documentation ==
 
-
 
-
All documentation is located under: [[:Category:Acc]]. Read in this order:
 
-
 
-
* this introductory wiki
 
-
* [[SUPHOME]] articles
 
-
* User Guides
 

Revision as of 01:25, 19 December 2010


Contents

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

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

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.

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