Maintain Terms

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Revision as of 02:59, 18 February 2013 by Csloo (talk | contribs) (→‎Introduction)

Menu: Tools | Maintain Terms...

Introduction

  • Credit Terms use to calculate the due date for the documents like sales invoice, cash sales, sales debit note, purchase invoice, cash purchase, and purchase debit note.

Maintain Terms-Browse.jpg

Create New Terms

  • Screenshot below is the Currency entry form.
Maintain Terms-EntryForm.jpg
Field Name Explanation & Properties
Currency
  • Input the new currency code
  • Field type : Alphanumerical
  • Length : 6
Symbol
  • Input the ISO Currency code, eg MYR, SGD, USD, etc.
  • Field type : Alphanumerical
  • Length : 6
Description
  • Input the Currency description
  • Field type : Alphanumerical
  • Length : 30
We BUY at rate
  • Exchange rate relate to PURCHASE module
  • Field type : Numeric
We SELL at rate
  • Exchange rate relate to SALES module
  • Field type : Numeric


Create Periodic Exchange Rate Table

  • You can define periodic exchange rate from date to date.
  • Click on the (+) sign to insert or (-) sign to remove. See below screenshot.
Maintain Currency-Entry Form-Periodic Currency2.jpg


  • See below screenshot as example.
Maintain Currency-Entry Form-Periodic Currency.jpg
Doc Type Doc Date Exchange Rate
Sales Invoice 02/01/2013 SellingRate = 3.2055
Cash Sales 15/02/2013 SellingRate = 3.1890
Purchase Invoice 15/01/2013 BuyingRate = 3.2112
Cash Purchase 08/02/2013 BuyingRate = 3.1550