Maintain Company Category: Difference between revisions

Latest revision as of 07:42, 19 January 2016

Menu: Tools | Maintain Company Category...

Introduction

1. Company Category usually use to categorize the customer/supplier. For example, 3rd Parties-Domestic, 3rd Parties-Export, Intercompany, etc.

2. It is very useful when you are try to apply the reports by Company Category.

3. You can create/edit the Company Category or sales person code here.

Create New Company Category

Screenshot below is the Company Category entry form.

Field Name	Explanation & Properties
Code	Input the new Company Category code Field type : Alphanumerical Length : 10
Description	Input the Company Category Name. Field type : Alphanumerical Length : 80
Active	Checked = Active Unchecked = Inactive

Use of Company Category

You can link the Company Category to the Customer or Supplier.

Reports by Company Category

1. You can apply the following reports by Company Category.

 Customer
 a. Print Customer Document Listing...
 b. Print Customer Balance Report...
 c. Print Customer Due Document...
 d. Print Customer Aging Report...
 e. Print Customer Statement...
 f. Print Customer Post Dated Cheque Listing...
 g. Print Customer Analysis By Document...
 h. Print Customer Sales and Collection Analysis...

 Supplier
 a. Print Supplier Document Listing...
 b. Print Supplier Balance Report...
 c. Print Supplier Due Document...
 d. Print Supplier Aging Report...
 e. Print Supplier Statement...
 f. Print Supplier Post Dated Cheque Listing...
 g. Print Supplier Analysis By Document...
 h. Print Supplier Sales and Collection Analysis...

 Sales
 a. Print Sales Document Listing...
 b. Print Outstanding Sales Document Listing...
 c. Print Sales Price History...
 d. Print Profit & Loss by Document...
 e. Print Sales Analysis by Document...
 f. Print Yearly Sales Analysis...

 Purchase
 a. Print Purchase Document Listing...
 b. Print Outstanding Purchase Document Listing...
 c. Print Purchase Price History...
 d. Print Purchase Analysis by Document...
 e. Print Yearly Purchase Analysis...

2. Example of Print Customer Aging Report screenshot.

@@ Line 1: / Line 1: @@
 ''Menu: Tools | Maintain Company Category...''
-=='''Introduction'''==
+==Introduction==
-* Company Category usually use to categorize the customer/supplier. For example,
+:1. Company Category usually use to categorize the customer/supplier. For example, 3rd Parties-Domestic, 3rd Parties-Export, Intercompany, etc.
-* It is very useful when you are try to apply the reports by Company Category.
+:2. It is very useful when you are try to apply the reports by Company Category.
-* You can create/edit the Company Category or sales person code here.
+:3. You can create/edit the Company Category or sales person code here.
 ::[[File:Maintain Company Category-Browse.jpg |500px]]
 <br />
-=='''Create New Company Category'''==
+==Create New Company Category==
-* Screenshot below is the Company Category entry form.
+: Screenshot below is the Company Category entry form.
 ::[[File:Maintain Company Category-EntryForm.jpg |500px]]
@@ Line 30: / Line 30: @@
 * Unchecked = Inactive
 |}
+<br />
+==Use of Company Category==
+: You can link the Company Category to the Customer or Supplier.
+::[[File:Maintain Company Category-Cust&Supp.jpg |700px]]
+<br />
+==Reports by Company Category==
+:1. You can apply the following reports by Company Category.
+  Customer
+  a. Print Customer Document Listing...
+  b. Print Customer Balance Report...
+  c. Print Customer Due Document...
+  d. Print Customer Aging Report...
+  e. Print Customer Statement...
+  f. Print Customer Post Dated Cheque Listing...
+  g. Print Customer Analysis By Document...
+  h. Print Customer Sales and Collection Analysis...
+  Supplier
+  a. Print Supplier Document Listing...
+  b. Print Supplier Balance Report...
+  c. Print Supplier Due Document...
+  d. Print Supplier Aging Report...
+  e. Print Supplier Statement...
+  f. Print Supplier Post Dated Cheque Listing...
+  g. Print Supplier Analysis By Document...
+  h. Print Supplier Sales and Collection Analysis...
+  Sales
+  a. Print Sales Document Listing...
+  b. Print Outstanding Sales Document Listing...
+  c. Print Sales Price History...
+  d. Print Profit & Loss by Document...
+  e. Print Sales Analysis by Document...
+  f. Print Yearly Sales Analysis...
+  Purchase
+  a. Print Purchase Document Listing...
+  b. Print Outstanding Purchase Document Listing...
+  c. Print Purchase Price History...
+  d. Print Purchase Analysis by Document...
+  e. Print Yearly Purchase Analysis...
+:2. Example of Print Customer Aging Report screenshot.
+::[[File:Maintain Company Category-Reports.jpg |700px]]
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