What are DOCUMENT TYPES of IKONOMIKAL?

DOCUMENT TYPES OF IKONOMIKAL

The DOCUMENT TYPES of IKONOMIKAL in the DOCUMENT SETUP of SYSTEM SERVICES MODULES are the program master file for the different types of documents. Examples are documents issued by government offices and agencies such as commercial registration, licenses, certifications, authorizations, passports, drivers licenses.


How to go to DOCUMENT TYPES of IKONOMIKAL?

• Click Programs
• Click Core Modules
• Click System Services Modules
• Click Document Setup

System Services . Document Setup

Ikonomikal . Icons

How to create Document Types?

• Click Document Types to show General Page

Document Types . Document Types

Ikonomikal . Icons

• Click Code box and enter the desired code
• Write the Description
• Click Account box and click Find icon to select choice
• Click Cost Center box and click Find icon to select choice
• Click Branch box and click Find icon to select choice
• Click Object box and click Find icon to select
• Click Department box and click Find icon to select
• Write number of days in the box of Adv Reminder
• Click Disable Reminder box and select Yes or No
• Click Time box and select desired time

• Click the icon Document to Expire when there are already entered documents

What are SYSTEM SERVICES MODULES of IKONOMIKAL?

SYSTEM SERVICES MODULES are the global set up of master files applicable for use by any of the programs of IKONOMIKAL

How to go to SYSTEM SERVICES MODULES of IKONOMIKAL?

• Click Programs
• Click Core Modules

Ikonomikal . Core Modules, 1) System Services Modules

Ikonomikal . Icons

• Click 1) System Services Modules

System Services Modules . Group of Programs

The SYSTEM SERVICES MODULES has the following groups of programs:

1. General Setup
1. Global Settings
2. Company Setup
1. Logged In Users
2. Company Profile
3. Drop Process Maintenance
4. System Users
5. System User Groups
6. Branch Profile
7. Department Profile
8. Country and Location
3. Document Setup
1. Document Priority
2. Code Sequence
3. Code Seq. Bindings
4. Custom Info. Structure
5. Document Tracking
6. Document Types
4. Approval Setup
1. Approval Groups
2. Approval Steps
3. Approval Conditions
5. Accounting Setup
1. Project Type
2. Accounting Years
3. Payment Terms
4. Payment Account Set
5. Fund Appropriations
6. Global Contacts
1. Contacts Group
2. Contacts Profile

What is DOCUMENT TRACKING of IKONOMIKAL?

DOCUMENT TRACKING OF IKONOMIKAL

The DOCUMENT TRACKING of IKONOMIKAL in the DOCUMENT SETUP of SYSTEM SERVICES MODULES is the program master file for setting to track documents. It contains the code, document, assigned employee, document type, document reference, start date, end date and document notes. The program has also the history of changes particularly the start and end dates.

The DOCUMENT TRACKING shall be connected to the Alert program of Ikonomikal.

How to go to DOCUMENT TRACKING of IKONOMIKAL?

• Click Programs
• Click Core Modules
• Click System Services Modules
• Click Document Setup

Ikonomikal - Icons

How to create DOCUMENT TRACKING?

Fill or select appropriate information or data by doing the following:

• Click Document Tracking to show the General Page
• Click the New Icon
• Write Document Code
• Put Employee ID if document is assigned
• Write Description of document
• Click box of Doc Type, then find and select Document Type
• Write the Reference number of the document
• Put the Start date or issue date of document
• Put the End date of expiry date of document
• Write important Notes about the document

Note: The below detail line reflects the changes of dates or renewal dates of the document. 

What is DOCUMENT PRIORITY of IKONOMIKAL?

DOCUMENT PRIORITY OF IKONOMIKAL

The DOCUMENT PRIORITY of IKONOMIKAL in the DOCUMENT SETUP of SYSTEM SERVICES MODULES is the program master file for priority of documents. The priority is set by putting the sort number of the document.

How to go to DOCUMENT PRIORITY of IKONOMIKAL?

• Click Programs
• Click Core Modules
• Click System Services Modules
• Click Document Setup

System Services . Document Setup

Ikonomikal . Icons

How to create Document Priority?

• Click Document Priority
• Click New Icon
• Write document code
• Write the document description
• Write the document priority sort number

Document Priority . General Page

What are CUSTOM INFO STRUCTURES of IKONOMIKAL?

CUSTOM INFO STRUCTURES OF IKONOMIKAL

The CUSTOM INFO STRUCTURES of IKONOMIKAL in the DOCUMENT SETUP of SYSTEM SERVICES MODULES are the program master files needed only when a document or transaction requires additional field to capture data necessary in the generation of information or report. The fields that can be added are for:

• Text
• Date
• Number

How to go to CUSTOM INFO STRUCTURES of IKONOMIKAL?

• Click Programs
• Click Core Modules
• Click System Services Modules
• Click Document Setup

Document Setup . Custom Info Structures

Ikonomikal . Icons

How to create Custom Info Structures?

• Click Customer Info Structures to show the General Page

Custom Info Structures. General Page

• Click the New Icon
• Write the Code
• Write the Description
• Click the Plus (+) Icon underneath the structure
• Write the Field Code, Description, Sort number, and the type either Date, Text, or Number
• Do as above step if additional field or more  is needed
• Click the Minus (-) Icon to remove
• Click Select All Icon to remove all

What are CODE SEQUENCES of IKONOMIKAL?

CODE SEQUENCES OF IKONOMIKAL

The CODE SEQUENCES of IKONOMIKAL in the DOCUMENT SETUP of SYSTEM SERVICES MODULES are the program master files where the number sequence of transaction or document is being set. This is the source of the automated numbering system of all documents and transactions references.

How to go to CODE SEQUENCES of IKONOMIKAL?

• Click Programs
• Click Core Modules
• Click System Services Modules
• Click Document Setup

Document Setup . Code Sequences

Ikonomikal . Icons

How to create the Code Sequences?

There are two pages of Code Sequences

1) General Page of Code Sequences

• Click 2) Code Sequences to show the General Page
• Click the New Icon
• Write the code sequence identifier code
• Write the Description of the code sequence
• You may or may not write the Prefix or Suffix of the sequence number
• Write the maximum sequence number

Code Sequences . General Page

NOTE: Use the following keywords on Prefix/Suffix

[Y] - returns the small year ( ex. 1 to 2001)

[YY] - returns the medium year (ex. 01 for 2001)

[YYY] - returns the full year (ex. 2001)

[M] - returns the small month (ex. 8 for August)

[D] - returns the small day (ex. 8)

[DD] returns the full day (ex. 08)

2) Partitions Page of Code Sequences

• Click Partitions Page
• Write the Partition Code in the first column
• Write the Description of the Partition Code in the second column
• Write the start number in the From column
• Write the end number in the To column
• Do the same in the last 3 steps in the succeeding Partition

What are CODE SEQ. BINDINGS of IKONOMIKAL?

CODE SEQ. BINDINGS OF IKONOMIKAL

The CODE SEQ. (SEQUENCE) BINDINGS of IKONOMIKAL in the DOCUMENT SETUP of SYSTEM SERVICES MODULES are the program master files for assigning document code sequence to a particular program. Upon saving a document or transaction of that program will generate an automatic reference number as per the sequence assigned. It will only be effective if no manual number of that program was entered before saving.

How to go to CODE SEQ. BINDINGS of IKONOMIKAL?

• Click Programs
• Click Core Modules
• Click System Services Modules

System Services Modules - Document Setup

•  Click 3) Document Setup

Document Setup . Code Seq. Bindings

How to create Code Seq. Bindings?

• Click 1) Code Seq. Bindings

Code Seq. Bindings . General Page Page Part 1

Code Seq. Bindings . General Page Page Part 2

Fill the following blank boxes with appropriate information and data:

1. Code - find and select
2. Description - automatically appears
3. Program Code - Automatically appears
4. Program Description - Automatically appears
5. Doc Seq H - find and select Document Sequence Group
6. Doc Seq D - find and select Document Specific Sequence Number
7. Reversal DSH - find and select Document Sequence Group
8. Reversal DSD - find and select Document Specific Sequence Number
9. Use CIS (Custom Information Structure) - find and select
10. Approval Steps - find and select
11. Report Initials 1 - find and select
12. Report Initials 2 - find and select 

• Click Find Box

• Click Find Magnifier

Code Seq Bindings . General Find Page

• Double Click a Program to select, for example AR/AP Modules

• Fill the column boxes of the following information and data

1. Doc Seq H - find and select Document Sequence Group
2. Doc Seq D - find and select Document Specific Sequence Number
3. Reversal DSH - find and select Document Sequence Group
4. Reversal DSD - find and select Document Specific Sequence Number
5. Use CIS (Custom Information Structure) - find and select
6. Approval Steps - find and select
7. Report Initials 1 - find and select
8. Report Initials 2 - find and select 

What is SYSTEM USERS of IKONOMIKAL?

SYSTEM USERS OF IKONOMIKAL


The SYSTEM USERS of IKONOMIKAL in the  COMPANY SETUP of SYSTEM SERVICES MODULES is the program master file of the persons who are going to use the programs of IKONOMIKAL. Each user will be given the access or rights which program and up to what extent is the usage. The person to give the access or rights is the designated person by the company.


How to go to SYSTEM USERS of IKONOMIKAL?

1. Click Programs to go to Core Modules
2. Click System Services Modules
3. Click Company Setup and Select System Users

System Services, Company Set up - System Users

There are 3 pages of  SYSTEM USERS of IKONOMIKAL

• General
• Optional Settings
• Picture and Signature

1. General Page of System Users

System Users - General Page

Fill or write appropriate information:
User Code - could be automatic number or a code of the user
User Name - Name and Surname

Click the box, then click the icon Find, and then Select appropriate information for the User

User Group

Def (Default) Branch - do same as above
Def (Default) Department - do same as above

2. Optional Settings of System Users

System Users . Optional Settings

Click the box, then click the icon Find, and then Select appropriate information for the User

• My Employee #
• (SC) My Salesman #
• (SC) My Purchaser #

Select appropriate choice (Yes or No)

• (HR) Show Only Documents Related to Me

3. Picture and Signature of System Users

System Users . Picture and Signature

Report Initials - Fill by writing the user initial to appear in the user's report if included
My Picture - Click, Find and Select appropriate image
My Signature - Click, Find and Select appropriate image

What is SET AUTHORITY of PROGRAMS in IKONOMIKAL?

SET AUTHORITY of PROGRAMS in IKONOMIKAL

The SET AUTHORITY is one of the icons of Programs Page in the System User Groups under the Company Setup of the System Services Modules of IKONOMIKAL  It is where a program or more is/are selected to be assigned, accessed and used by the user or group of users.


How to go to SET AUTHORITY of IKONOMIKAL?

• Click Programs
• Click Core Modules
• Click System Services
• Click Company Setup
• Click System User Groups
• Create a System User Group in the General Page

System User Groups - General Page

How to give access to the Programs?

• Click Programs Page
• Click a Program, for example AR/AP Modules

• Click Set Authority to show Secured Programs of AR/AP Modules

• Select one at a time a program of AR/AP Modules :

1. Customer/Supplier Settings
2. Customer Account Set
3. Supplier Account Set
4. Customer/Supplier Profile
5. Customer/Supplier Remit-To/Addresses
6. Ship Via
7. Sales/Purchase Personnel
8. Rates Profile
9. Revenue Templates
10. Expense Templates
11. Billing Groups
12. C/S (Customer/Supplier) Groups
13. C/S (Customer/Supplier) Group of Companies
14. Supplier Misc. (Miscellaneous) Invoice Batch
15. Supplier Misc. Invoice Entry
16. Supplier Misc. DN Batch
17. Supplier Misc. DN Entry
18. Supplier Misc. CN Batch
19. Supplier Misc. CN Entry
20. Customer Misc. (Miscellaneous) Invoice Batch
21. Customer Misc. Invoice Entry
22. Customer Misc. DN Batch
23. Customer Misc. DN Entry
24. Customer Misc. CN Batch
25. Customer Misc. CN Entry
26. Bank Payment to Supplier Batch
27. Bank Payment to Supplier Entry
28. Customer Bank Collection Batch
29. Customer Bank Collection Entry
30. Suppliers Apply Doc. (Document) Batch
31. Suppliers Apply Doc. Entry
32. Customer Apply Doc. (Document) Batch
33. Customer Apply Doc. Entry
34. Cash Payment to Supplier Batch
35. Cash Payment to Supplier Entry
36. Customer Cash Collections Batch
37. Customer Cash Collections Entry
38. Bank Payment to Supplier Reversal Batch
39. Bank Payment to Supplier Reversal Entry
40. Cash Payment to Supplier Reversal Batch
41. Cash Payment to Supplier Reversal Entry
42. Customer Bank Collections Reversal Batch
43. Customer Bank Collections Reversal Entry
44. Customer Cash Collections Reversal Batch
45. Customer Cash Collections Reversal Entry
46. INCO Terms
47. C/S (Customer/Supplier) Document Transfer Batch
48. C/S Document Transfer Entry
49. C/S Commission Batch
50. C/S Commission Entry
51. Document Write-Off Batch
52. Document Write-Off Entry

• Select Enable Yes or No the Set Authority on the following Feature/Procedure

1. Custom Information
2. Delete
3. Open
4. Export Data
5. Attach Files
6. Import Data
7. Move Batch to Branch/Company
8. Open>New
9. New
10. Options
11. Other Options
12. Post Document Notes
13. Print
14. Readonly Disabled
15. Save
16. Scheduler
17. Set FOR POST
18. Post
19. Post Reversal
20. Unset FOR POST

Do the same for all the programs to be assigned, accessed and used by the System User Groups.

If finished with Set Authority, please click this link System User Groups if finished with Set Authority to proceed.

What is SYSTEM USER GROUPS of IKONOMIKAL?

SYSTEM USER GROUPS of IKONOMIKAL

The SYSTEM USER GROUPS is one of the programs of IKONOMIKAL under the COMPANY SETUP of SYSTEM SERVICES MODULES . It is the program about the access or right of a user. It contains all the accesses a user or group of users can have.

The SYSTEM USER GROUPS is being assigned to each user.

How to go to SYSTEM USER GROUPS of IKONOMIKAL?

• Click Programs
• Click Core Modules
• Click System Services
• Click Company Setup
• Click System User Groups

Company Setup - System User Groups

How to create a System User Groups?

• Click the System USER Groups
• Familiarize with new icons

• Select appropriate access or rights for each group

The SYSTEM USER GROUPS of IKONOMIKAL has the following pages

1. General
2. Programs
3. Transaction
4. Transaction Reports
5. Posting
6. Analysis
7. Dashboard Widgets
8. M/F And T/F Widgets
9. Master Files
10. Widgets
11. Employee Classification

1. General Page of System User Groups

System User Groups - General Page

• Click New Icon
• Fill the boxes of Code and Description with appropriate data
• Select Yes or No to Administrator?, Service?, and InActive?

2. Programs Page of System User Groups

System User Groups - Programs

• Click Find Box
• Select Modules
• Click Modules to show programs
• Click this link Set Authority in Ikonomikal for detailed procedure

3. Transaction Page of System User Groups

System User Groups - Transaction

• Click Find Box
• Select company/ies or branch/es to access transaction
• Click the selected
• Click Icon Remove or Add

4. Transaction Reports Page of System User Groups

System User Groups - Transaction Reports

• Click Find Box
• Select company/ies or branch/es to access transaction reports
• Click the selected
• Click Icon Remove or Add

5. Posting Page of System User Groups

System User Groups - Posting

• Click Find Box
• Select company/ies or branch/es to post transaction
• Click the selected
• Click Icon Remove or Add

6. Analysis Page of System User Groups

System User Groups - Analysis

• Click Find Box
• Select company/ies or branch/es to access Analysis
• Click the selected
• Click Icon Remove or Add

7. Dashboard Widgets Page of System User Groups

System User Groups - Dashboard Widgets

• Click Find Box
• Select company/ies or branch/es to access Dashboard Widgets
• Click the selected
• Click Icon Remove or Add

8. M/F And T/F Widgets Page of System User Groups

System User Groups - M/F and T/F  Widgets

• Click Find Box
• Select company/ies or branch/es to access M/F and T/F Widgets
• Click the selected
• Click Icon Remove or Add

9. Master Files Page of System User Groups

System User Groups - Master Files

• Click Find Box
• Select company/ies or branch/es to access Master Files
• Click the selected
• Click Icon Remove or Add

10. Widgets Page of System User Groups

System User Groups - Widgets

• Click Find Box
• Select Widgets to Access
• Click Icon Remove or Add

11. Employee Classification Page of System User Groups

System User Groups - Employee Classification

• Click Find Box
• Select Employee Classification to access
• Confidential
• Rank and File
• Casual
• Contractual
• Click the selected
• Click Icon Remove or Add