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@ -22,10 +22,10 @@ The sum of all closing balances in a Trial Balance must be zero.
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### Accounts Payable and Accounts Receivable (AP / AR)
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These reports help you track the outstanding invoices to Customer and Suppliers. In this report, you will get your outstanding amounts period wise. i.e. between 0-30 days, 30-60 days and so on.
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These reports help you to track the outstanding invoices sent to Customer and Suppliers. In this report, you will get your outstanding amounts period wise. i.e. between 0-30 days, 30-60 days and so on.
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You can also get your payables and receivables from direct reports on Sales Invoice and Purchase Invoice.
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### Sales and Purchase Register
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This is useful for making your tax statements invoice and Item wise. In this report, each tax Account is transposed in columns and for each Invoice and invoice Item, you will get how much individual tax has been paid based on the Taxes and Charges table.
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This is useful for making your tax statements invoice and Item wise. In this report, each tax Account is transposed in columns and for each Invoice and invoice Item, you will get the amount of individual tax that has been paid based on the Taxes and Charges table.
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@ -3,7 +3,7 @@
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"_label": "Appraisal"
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}
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---
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In ERPNext, you can manage Employee Appraisals by creating an Appraisal Template for each role with the parameters that define the performance and giving a weight to each parameter.
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In ERPNext, you can manage Employee Appraisals by creating an Appraisal Template for each role with the parameters that define the performance by giving appropriate weightage to each parameter.
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Once the Appraisal Template is completed, you can create Appraisal records for each period where you track performance. You can give points out of 5 for each parameter and the system will calculate the overall performance of the Employee.
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@ -3,7 +3,7 @@
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"_label": "Expense Claim"
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}
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---
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When Employee’s make expenses out their pocket on behalf of the company, like if they took a customer out for lunch, they can make a request for reimbursement via the Expense Claim form.
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When Employee’s make expenses out of their pocket on behalf of the company, for example, if they take a customer out for lunch, they can make a request for reimbursement via the Expense Claim form.
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To make a new Expense Claim, go to:
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@ -21,4 +21,4 @@ Comments can be added in the Comments section explaining why the claim was appro
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### Booking the Expense and Reimbursement
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The approved Expense Claim must be then be converted into a Journal Voucher and a payment must be made. Note: This amount should not be clubbed with Salary because the amount will then be taxable to the Employee.
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The approved Expense Claim must then be converted into a Journal Voucher and a payment must be made. Note: This amount should not be clubbed with Salary because the amount will then be taxable to the Employee.
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@ -3,7 +3,7 @@
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"_label": "Human Resource Management"
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}
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---
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The Human Resources (HR) Module covers the processes linked to administering a team of co-workers. Most common among this is processing payroll by using the Salary Manager to generate Salary Slips. Most countries have complex tax rules stating what expenses can the company made on behalf of Employees and also expect the company to deduct taxes and social security from their payroll.
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The Human Resources (HR) Module covers the processes linked to administering a team of co-workers. Most common among this is processing payroll by using the Salary Manager to generate Salary Slips. Most countries have complex tax rules stating what expenses can the company make on behalf of Employees and also expect the company to deduct taxes and social security from their payroll.
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Apart from that you can also track Leave Applications and balances, Expense Claims and upload Attendance data (even though the world has moved to a result-oriented culture, some countries still mandate companies to maintain an attendance register to ensure you are not over-working your team).
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@ -10,7 +10,7 @@ The Manufacturing module in ERPNext helps you maintain multi-level Bill of Mater
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Broadly there are three types of Production Planning Systems
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- Make-to-Stock: In these systems, production is planned based on a forecast and then the Items are sold to distributors or customers. All fast moving consumer goods that are sold in retail shops like soaps, packaged water etc and electronics like phones etc are Made to Stock.
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- Make-to-Order: In these systems, manufacturing takes place after an firm order is placed by a Customer.
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- Make-to-Order: In these systems, manufacturing takes place after a firm order is placed by a Customer.
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- Engineer-to-Order: In this case each sale is a separate Project and has to be designed and engineered to the requirements of the Customer. Common examples of this are any custom business like furniture, machine tools, speciality devices, metal fabrication etc.
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Most small and medium sized manufacturing businesses are based on a make-to-order or engineer-to-order system and so is ERPNext.
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@ -42,7 +42,7 @@ The state of art manufacturing philosophy (the rationale behind the planning pro
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The biggest cause of wastage in manufacturing is variation (in product and quantity).
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So they standardized their products and sub-assemblies and sold fixed quantities based on what they produced not produce based on what they sold. This way, they had an extremely predictable and stable product mix. If they sold less than planned, they would simple stop production.
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So they standardized their products and sub-assemblies and sold fixed quantities based on what they produced or did not produce based on what they sold. This way, they had an extremely predictable and stable product mix. If they sold less than planned, they would simply stop production.
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Their card signaling system kanban, would notify all their suppliers to stop production too. Hence they never used any of the complex material planning tools like MRP to play day-to-day material requirements, but a simple signaling system that said either STOP or GO.
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