module:masterfile:client:list
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module:masterfile:client:list [2014/03/18 16:56] target |
module:masterfile:client:list [2019/12/04 17:45] (current) target |
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| This section is the Client Master File List. It contains the list of Client records. | This section is the Client Master File List. It contains the list of Client records. | ||
| - | Overview: | + | **Overview:** |
| - | Client Master File allows registration of clients for use within system modules. Registration follows standard client naming convention according to user's agreement. Each successful registration adds to the number of clients in the list provided with client code to distinguish one client from another. | + | Client Master File allows registration of clients for use within system modules. Registration follows standard client naming convention according to user's agreement. Each successful registration adds to the number of clients in the list provided with system generated |
| - | Definition of Terms: | + | **Definition of Terms:** |
| Client Master File/List - database of company clients and potential clients | Client Master File/List - database of company clients and potential clients | ||
| - | Clients - customers that made contact with company | + | Clients - customers |
| - | Client Record - consists pertinent information about the registered client; | + | Client Record - consists pertinent information about the registered client; |
| - | Client Code - unique code produced by system for monitoring client | + | **User Involve** |
| - | Notes: | + | Project Managers are Accounting are responsible for maintaining a quality client master file in a way that company can bill the right client given the correct customer and billing information and collect dues on time. |
| - | For instructions on how create a new client record please see Create New Client and fill up Client Master File Profile form. | + | **Related Forms** |
| - | | + | |
| + | Client Maintenance Form - any recording material that use to gather new client information for reference in creating/ | ||
| + | |||
| + | **General Procedure/ | ||
| + | |||
| + | A. Registration and Activation of New Client | ||
| + | |||
| + | a.1. Identify client and gather their information (see [[module: | ||
| + | |||
| + | a.2. Check and confirm if the client is new (not yet in the system client master file) | ||
| + | |||
| + | note: client can be new in many ways, even if already had existing record. They may differ in contact person or billing information. Check with accounting for policies regarding this matter. | ||
| + | |||
| + | a.3. Fill-up client master file profile - see [[module: | ||
| + | |||
| + | a.4. click " | ||
| + | |||
| + | a.5. submit client maintenance form to accounting (can be a print screen copy of client master file profile) and other accounting requirement | ||
| + | |||
| + | a.6. Accounting process client activation | ||
| + | |||
| + | **B. Modification of Client Profile** | ||
| + | |||
| + | b.1. Identify client to modify in client master file | ||
| + | |||
| + | b.2. Modify affected item in system Client Master File Profile | ||
| + | |||
| + | note: updated information will not reflect to existing PI saved prior to adjustment | ||
| + | |||
| + | b.3. click " | ||
| + | |||
| + | b.4. submit client maintenance form (noting modified fields) to accounting (can be a print screen copy of client master file profile) | ||
| + | |||
| + | **C. Deactivation of Client** | ||
| + | |||
| + | c.1. Identify client to deactivate in client master file (check with Accounting for Client deactivation Policy) | ||
| + | |||
| + | c.2. Endorse client to Accounting and other Project Manager for client deactivation using client maintenance form (PM may share the same client) | ||
| + | |||
| + | c.3. Click " | ||
| + | |||
| + | **D. Reactivation of Client** | ||
| + | | ||
| + | d.1. Identify client to reactivate in client master file | ||
| + | |||
| + | d.2. Endorse client to Accounting and other Project Manager for client deactivation (PM may share the same client) | ||
| + | |||
| + | d.3. Click " | ||
| + | |||
| + | |||
| + | **Notes:** | ||
| + | |||
| + | Accounting Control Features: | ||
| + | 1. New Client Activation | ||
| + | 2. Default Payment terms | ||
| + | 3. Down Payment Requirement | ||
| + | 5. Hold Controls (Hold JO, Hold Client) | ||
| + | 6. PO Control | ||
| + | |||
| + | For further instructions on how to fill-up client record please see [[module: | ||
module/masterfile/client/list.1395132982.txt.gz · Last modified: 2014/03/18 16:56 by target
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