module:masterfile:client:list
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module:masterfile:client:list [2014/09/25 18:57] 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 system generated 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 client code to distinguish one client from another. |
| - | 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 | + | |
| **User Involve** | **User Involve** | ||
| - | Project Managers are the main responsible for maintaining a quality client master file, such that Accounting | + | Project Managers are Accounting are responsible for maintaining a quality client master file in a way that company |
| **Related Forms** | **Related Forms** | ||
| Line 26: | Line 24: | ||
| **General Procedure/ | **General Procedure/ | ||
| - | A. Registration of New Client | + | A. Registration |
| - | a.1. Identify client and gather their information (see client profile for the needed details) e.g. a new client calls inquiring about product and ask to have a quotation | + | a.1. Identify client and gather their information (see [[module: |
| - | a.2. Check and confirm if the client is new | + | 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. | 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. | ||
| Line 37: | Line 35: | ||
| a.4. click " | 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. Modification of Client Profile** | ||
| Line 44: | Line 46: | ||
| b.2. Modify affected item in system Client Master File Profile | b.2. Modify affected item in system Client Master File Profile | ||
| - | note: updated information will not reflect to existing PI save prior to adjustment | + | note: updated information will not reflect to existing PI saved prior to adjustment |
| b.3. click " | 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. Deactivation of Client** | ||
| Line 52: | Line 56: | ||
| c.1. Identify client to deactivate in client master file (check with Accounting for Client deactivation Policy) | 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 (PM may share the same client) | + | c.2. Endorse client to Accounting and other Project Manager for client deactivation |
| - | c.4. Click " | + | c.3. Click " |
| **D. Reactivation of Client** | **D. Reactivation of Client** | ||
| Line 63: | Line 67: | ||
| d.3. Click " | d.3. Click " | ||
| + | |||
| **Notes:** | **Notes:** | ||
| - | For further instructions on how create a new client record please see [[module:masterfile: | + | 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.1411642679.txt.gz · Last modified: 2014/09/25 18:57 by target
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