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module:masterfile:client:list [2015/02/24 16:50]
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. Accounting related controls are also connected in relation to client records and their transaction
  
-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
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 **User Involve** **User Involve**
  
-Project Managers are the main responsible for maintaining a quality client master file, such that Accounting can bill the right client given the correct customer and billing information. +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. 
  
 **Related Forms** **Related Forms**
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 **General Procedure/Instruction:** **General Procedure/Instruction:**
  
-A. Registration of New Client+A. Registration and Activation of New Client
  
 a.1. Identify client and gather their information (see [[module:masterfile:client:profile|Client Master File 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:masterfile:client:profile|Client Master File Profile]] for the needed details) e.g. a new client calls inquiring about product and ask to have a quotation
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 a.4. click "save" to save record a.4. click "save" to save record
  
-s.5. submit client maintenance form to accounting (can be a print screen copy of client master file profile)+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**
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 d.3. Click "Activate" to re-activate client as approved by accounting  d.3. Click "Activate" to re-activate client as approved by accounting 
 +
  
 **Notes:** **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:masterfile:client:profile|Client Master File Profile]]. For further instructions on how to fill-up client record please see [[module:masterfile:client:profile|Client Master File Profile]].
module/masterfile/client/list.1424767812.txt.gz · Last modified: 2015/02/24 16:50 by target

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