Accounting
All the functionalities of the accounting module are a complement to the projects module. The objective is to simplify the monitoring of accounting tasks related to work progress and automate requirements for quotes, sales orders, purchase orders and authorizations for billing. Always notifying, automatically, those responsible for pending activities and at the moment in which they must begin their execution.
The use case in each company depends on internal processes and whether or not it has an ERP. In the latter case, Sytex can work jointly with a third-party platform, linking manually or through tables or APIs if the client requires it. The statuses of the OVs and OCs can be managed without amounts to notify those responsible for the tasks to be executed.
The system objects that make up the accounting module are:
Table of contents
Table of contents
Price lists
Different price lists can be created for different works or projects over a certain period of time, and even in different currencies.
When creating a Price List you can load their respective "items" one by one, or in bulk from the importer.
Type of Quotes
The Quote Types will help us associate them with the Quotes that will be created. These may or may not be associated with a price list.
It should be taken into account that if a Quote Type is not associated with PL, the items that are loaded into the Quote must be done manually.
One price list is allowed for each type of quote.
To create them we must do it in the following way.
Quote as DR
We will create a Quote (QO) as a required document of a task, this allows a workflow assigned to a supplier to be advanced or not. If the QO is correct, the task that contains it will be completed, and the flow will continue.
Quotes Statuses
The quotes have different statuses, each of them will tell us where it is located.
.1 The quote is created in the status To be confirmed.
.2 The supplier must complete the items associated with the type of quote selected, complete additional fields or attach files if necessary. After these steps, change the quote status to Confirmed.
.3 The corresponding area must review the quote to Approve or Reject it.
Quote that creates OC
When the Quote is Approved, it can be identified in Purchase Orders to be added, within the selected supplier and for a specific project.
