CT2 Product Vision

From UG

Contents 1 About 2 Vision and Map per module 2.1 Ops 2.2 Acc 2.2.1 Acc module users 2.2.2 Approach to User Interface

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.