The numbers in the picture:
- A useful Search, Calendar and Mail options are available.
- Module button will show all the modules available for your organization. Click on a module to go its screens.
- Your username will be displayed. Click on this to go to My Setting and Logout.
- For ease of use, click on this icon to change the screen view. You can click again to revert.
- Displays the name of the screen.
- Save drafts of your transaction so that you keep a copy of your entries.
- Options like Help redirects you to the documentation site of the screen, Log which records changes like save, delete and update made to the screen, technical information about the screen is present. Comment on this screen, set a scheduler and use To do to assign simple tasks for employees.
- Attach files relevant to the screen you are using with this button. This is useful for reference purposes.
- BizType
- No & Ref No.
- Date & Ref Date
For only reference, you can view the Total charges applicable by clicking on this button.
In BOM loading button, which will open a popup box. This popup retrieves values from BOM and Nesting Plan. Specify either BOM or Nesting Plan and select entries accordingly. If you choose BOM, there are two ways to select this. It can be either Master (item based selection) or Order (BOM order based) enter the name of the item and version so that materials will be loaded in the table.
Coming back to the main screen,
- Tax Type
- Duty Type
- Payment Term
- In Charge
- Store
- Currency & Rate
Contents
Revisions
- January 4, 2016 @ 12:38:55 [Current Revision] by vv
- January 4, 2016 @ 12:38:55 by vv
- January 4, 2016 @ 12:37:57 [Autosave] by vv
- January 4, 2016 @ 12:34:16 by vv
- January 4, 2016 @ 12:28:52 by vv
- December 24, 2015 @ 12:56:49 by vv
- December 24, 2015 @ 12:54:00 by vv
- December 24, 2015 @ 12:50:21 by vv
- December 24, 2015 @ 12:34:20 by vv
- December 24, 2015 @ 12:17:34 by vv
- December 24, 2015 @ 12:10:02 by vv
- December 24, 2015 @ 11:49:34 by vv
- December 24, 2015 @ 11:47:04 by vv
- December 23, 2015 @ 13:29:14 by vv
- December 23, 2015 @ 13:12:53 by vv
- December 23, 2015 @ 13:03:20 by vv
- December 23, 2015 @ 11:47:20 by vv
Revision Differences
| December 23, 2015 @ 11:47:20 | Current Revision | ||
|---|---|---|---|
| Content | |||
| Added: Transaction screens are present throughout GoodBooks and the impressive thing about them is, they are all similar in appearance. From Accounts module to Purchase module, getting acquainted with one transaction screen can help you use others with ease. | |||
| Added: The purpose of this document is to help you understand the user interface of the screen like what function does the buttons perform. A screenshot of a sample screen is attached below to illustrate points. | |||
| Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/12/tran.png"><img class="alignnone size-full wp-image-5876" src="http://help.goodbookserp.com/ wp-content/uploads/ 2015/12/tran.png" alt="tran" width="1339" height="555" /></a> | |||
| Added: The numbers in the picture: | |||
| Added: <ol> | |||
| Added: <li>A useful <strong>Search</strong>, <strong>Calendar </strong>and <strong>Mail</strong> options are available.</li> | |||
| Added: <li><strong>Module</strong> button will show all the modules available for your organization. Click on a module to go its screens.</li> | |||
| Added: <li>Your username will be displayed. Click on this to go to <strong>My Setting </strong>and<strong> Logout. </strong></li> | |||
| Added: <li>For ease of use, click on this icon to change the screen view. You can click again to revert.</li> | |||
| Added: <li>Displays the name of the screen.</li> | |||
| Added: <li>Save drafts of your transaction so that you keep a copy of your entries.</li> | |||
| Added: <li>Options like <strong>Help </strong>redirects you to the documentation site of the screen, <strong>Log </strong>which records changes like save, delete and update made to the screen, technical information about the screen is present. <strong>Comment< /strong> on this screen, set a <strong>scheduler< /strong> and use <strong>To do </strong>to assign simple tasks for employees.</li> | |||
| Added: <li>Attach files relevant to the screen you are using with this button. This is useful for reference purposes.</li> | |||
| Added: </ol> | |||
| Added: <strong>Fields & its description:</strong> | |||
| Added: <ul> | |||
| Added: <li><strong>BizType< /strong></li> | |||
| Added: </ul> | |||
| Added: This means <a href="http:// help.goodbookserp.com/?p= 3164">Biztransaction type</a> and it represents the type of transaction screen. Usually this is automatically selected by default. | |||
| Added: There is a <strong>Load </strong>button that helps you call another document. Select the document and click on <strong>Load Doc</strong>. This will generate details from that document. Also there is a <strong>Load Item </strong>button allowing you select items and generate them directly onto the grid. | |||
| Added: <ul> | |||
| Added: <li><strong>No & Ref No.</strong></li> | |||
| Added: </ul> | |||
| Added: The number refers to the document number for this particular transaction. This is generated based on your general transaction settings. If this transaction has a reference number, enter this in the respective field. | |||
| Deleted: | Added: <ul> | ||
| Added: <li><strong>Date & Ref Date</strong></li> | |||
| Added: </ul> | |||
| Added: This is the date when the transaction is created and the reference date shows the date of reference for this transaction. | |||
| Added: The details regarding the address, transportation, duty, etc., can also be entered by clicking on the <strong><a href="http:// help.goodbookserp.com/?p= 5333">Particulars</a> </strong>button. | |||
| Added: Use the <strong>Document charges </strong>button to specify the charges applicable for the whole document. This is not applicable for individual entities. By default you view a simplified version of popup box letting you specify values, for more fields check the advanced option. | |||
| Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/12/dochargtran.png"><img class="alignnone size-full wp-image-5884" src="http://help.goodbookserp.com/ wp-content/uploads/2015/12/ dochargtran.png" alt="dochargtran" width="1280" height="392" /></a> | |||
| Added: For only reference, you can view the <strong>Total charges </strong>applicable by clicking on this button. | |||
| Added: In <strong>BOM</strong> loading button, which will open a popup box. This popup retrieves values from <a href="http:// help.goodbookserp.com/?p= 2666">BOM</a> and <a href="http:// help.goodbookserp.com/?p= 5647">Nesting Plan</a><em><a href="http:// help.goodbookserp.com/?p= 5647">.</a> S</em>pecify either <em>BOM</em> or <em>Nesting Plan</em> and select entries accordingly. If you choose BOM, there are two ways to select this. It can be either Master (item based selection) or Order (BOM order based) enter the name of the item and version so that materials will be loaded in the table. | |||
| Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/12/BOMload.png"><img class="alignnone size-full wp-image-5887" src="http://help.goodbookserp.com/ wp-content/uploads/2015/12/ BOMload.png" alt="BOMload" width="537" height="505" /></a> | |||
| Added: Coming back to the main screen, | |||
| Added: <ul> | |||
| Added: <li><strong>Tax Type</strong></li> | |||
| Added: </ul> | |||
| Added: Select the tax type from the given list. This is the tax applicable for this transaction. | |||
| Added: <ul> | |||
| Added: <li><strong>Duty Type</strong></li> | |||
| Added: </ul> | |||
| Added: Choose the duty type enforced for this transaction in this field. | |||
| Added: <ul> | |||
| Added: <li><strong>Payment Term</strong></li> | |||
| Added: </ul> | |||
| Added: If payment terms are available, then select the payment term agreed upon for this transaction. | |||
| Added: <ul> | |||
| Added: <li><strong>In Charge</strong></li> | |||
| Added: </ul> | |||
| Added: Select the employee in charge of this transaction here. | |||
| Added: <ul> | |||
| Added: <li><strong>Store< /strong></li> | |||
| Added: </ul> | |||
| Added: Specify the store where this item is received in the form of sales order. | |||
| Added: <ul> | |||
| Added: <li><strong>Currency & Rate</strong></li> | |||
| Added: </ul> | |||
| Added: Enter the currency used for the transaction. Type the rate of currency. | |||
| Added: The button next to these fields <strong>Curr Load </strong>lets you integrate and calculate your currency and conversion rates into the grid below. So when you click on this button, two columns – currency and conversion will be added to the grid with the same information. | |||
| Added: In the grid, the list of all the particulars along with its details will be displayed. The grid can be used to view the item level charges. | |||
| Added: Specify the service or product in the <strong>item code</strong> and <strong>item name </strong>fields. Choose the UOM for measuring the said item. You can view the item level charges details by clicking on the “+” button next to the <strong>Amount +</strong> field. Similarly discounts can also be viewed by clicking on the “-” button next to <strong>Am0unt –</strong>. | |||
| Added: | |||
| Added: The sum value of all the grid columns are displayed at the bottom. E.g. The sum of Quantity, Basic Value and other fields in the grid is calculated and displayed. | |||
| Added: There are several functional buttons at the end of the screen along with special transaction buttons like <strong>Where Used </strong>which will display all the transactions where your document has been referred. | |||
| Added: Save drafts of your transaction with<strong> Draft </strong>button. There may be instances where you need to save a draft of your transaction and this can also be used as a template to enter similar transactions. Clicking on draft will save the present version of the draft. The drop down mark will show the list of available drafts. | |||
| Added: | |||
| Added: | |||
| Added: | |||
Note: Spaces may be added to comparison text to allow better line wrapping.
