BilTAY Teknoloji SCIENTA System Setup
Company Creation
The BilTAY Teknoloji SCIENTA system supports multiple companies, with multiple divisions within each company, and with multiple departments within each division. This is an ideal set-up for companies with many independent divisions and departments. Each division and department within an organization can record and manage their own General Ledger and corporate data.
Therefore, a company has a division and a division has a department. Each department is it's own entity with it's own general ledger, customer list, vendor list, etc. Each division can be set up the same way, as a separate entity with it's own general ledger, customer list, etc.
Whenever you are working within BilTAY Teknoloji SCIENTA, you are always in a Company and a division and a department related to that company. If you do not want to track information by division and department but rather just at the company level, then the division and department would be set to DEFAULT.
Creating your company in the BilTAY Teknoloji SCIENTA system is a simple process. To create a new company, follow the steps outlined below:
1. Log into the Default Company. Use Default for the Department and Division ID. Use Admin for the User ID. You can find the username and password in the database in the PayrollEmployees table, which is where all the user information is stored.
2. When this is done, set the permissions on the Administrator account. To set the permissions, you go to the "AccessPermissions" table. Find the Administrator account for the Default / Default / Default Company and set all of the fields to 1
3. Once you are logged into the system, select System Setup from the main menu, and select Company Setup. Select Company Setup again which will bring you to a table with the default company record displayed.
4. Select New and a screen will be displayed prompting you to enter the company name.
5. Enter the company name for the new company and press OK. Keep in mind that special characters (such as ' ! * ) are not allowed in the Company name.
6. Log out of the Default company and log into the newly created company using the New Company name and Default for the Department and Division ID. Use Admin for the user ID and the same password that you used before.
Follow the above steps for each new company you want to create in the system.
Company Setup
Once a new company has been created in the BilTAY Teknoloji SCIENTA system, the next step is to set up the information in the system for that company.
IMPORTANT: Before entering any information into the Company Setup screen, you MUST read and complete the Setup Checklist.
Most of the tables in the BilTAY Teknoloji SCIENTA system are linked together and much of the data is interrelated. This means that data entered in one place often supplies fields on several other screens, and if that data is not entered first, the other screens will not be displayed properly.
To get to the Company Setup screen, click System Setup from the main menu, then click Company Setup, and click Company Setup once again. A screen is displayed with the company that you are logged in under. Click the pencil next to the company name and a screen will come up that displays all the information for that company. The screen is broken down into several sections and each section represents a category of information about the company.
Main Section
The main section of the company setup screen contains the basic information about the company.
In the corresponding fields, enter the company name, complete address, country, phone number, fax number, email address, and website address for the company.
In the Company Logo URL field, enter the URL (web address) where the company logo is stored. In the Company Logo Filename field, enter the actual filename of the company logo.
The Company Notes field can be used to collect any specific notes about the company.
Defaults Section
The Defaults Section is where the default information about how your company does business is stored. Some of these fields, as noted below, are automatically completed based on data in other tables within the system. Therefore it is extremely important to enter the data as it is specified in the Setup Checklist. The fields listed in the Defaults Section specify the default values for how your company does business.
Currency ID: This field is a drop down field where the default currency for the company can be selected. This list is automatically populated from the Currencies Screen under Company Setup.
Bank Account: This field is where the main bank account for the company can be selected. This list is automatically populated from the Bank Account Screen under Company Setup.
Default GL Posting Date: This field is where the default posting date for GL transactions is specified. Enter a 1 if the company will post GL transactions by system date. Enter a 2 if the company will post GL transactions by the transaction date.
Default Sales GL Tracking: This field is where the default posting date for GL Sales Account Transactions is specified. Enter a 1 if the company will post GL Sales Account transactions by customer. Enter a 2 if the company will post the GL Sales Account transactions by item.
Default Terms: This field is a drop down field where the default terms for how the company bills customers can be selected. This list is automatically populated from the Terms Screen under Company Setup.
Age Invoices By: This field is where the default date for aging the company invoices is specified. Enter a 1 if the company will age invoices based on the invoice date. Enter a 2 if the company will age invoices based on the ship date.
Age PO By: This field is where the default date for aging the company purchase orders is specified. Enter a 1 if the company will age the purchase orders based on the purchase order date. Enter a 2 if the company will age the purchase order based on the receive date.
Finance Charge: This field specifies whether the company charges a customer a finance charge on an unpaid late balance by default.
Charge Handling: This field specifies whether the company charges handling on each order. Check the box if the company does charge handling on orders, leave it blank if the company does not charge handling on orders.
Handling Rate: This field specifies a flat rate that is charge for handling on all orders. In this field, enter either a dollar amount or a percentage, depending on how the company applies the handling charge.
Handling As Percent: This field specifies whether the handling rate will be charged as a percent. Check the box if the company will charge the handling fee as a percent, leave the box unchecked if the handling fee will be charged as a flat rate.
Default Inventory Costing Method: This field specifies the inventory costing method that the company uses. Enter one of three options: F, L or A. F stands for FIFO (first in, first out); L stands for LIFO (last in, first out); A stands for average.
The determination of the proper inventory costing method for a company to use should be carefully discussed with the management and the company's accountant(s). The inventory costing method selected has a significant effect on the costs and physical flow of inventory and should not be changed once it is selected and transactions have been entered.
IAS Compliance Note: If you use the LIFO Costing Method your system will no longer be IAS Compliant.
Default GL Purchase Tracking: This field specifies the default purchase order tracking method. Enter a 1 if the company will track purchases by vendor. Enter a 2 if the company will track purchases by purchase account.
Accounts
The Accounts screen is where the individual default General Ledger Accounts for the company are specified. In addition to the Chart of Accounts, the accounts listed here are one of the most important parts of the system. These accounts represent the default accounts that are used for recording all the transactions in the system by the company. The accounts listed here are also used to create the Financial Reports, and for many other functions within the system. It is imperative that extreme care be taken when setting up this screen. Incorrect selection of an account can result in inaccurate reporting.
The drop down lists are populated from the Chart of Accounts. Therefore, it is extremely important that the Chart of Accounts be reviewed and/or edited if need be before selecting the General Ledger Accounts. Once the Chart of Accounts has been reviewed and reflects the existing chart of accounts that the company is using, then the default General Ledger Accounts can be selected on this screen.
IMPORTANT: Do NOT select the accounts on this screen until the preceding steps outlined in the Setup Checklist have been completed.
Select each default GL Account from the drop down list for each account. You must select an account from the list for EACH General Ledger Account.
Periods
The Periods Screen is where the Company's accounting periods are entered and recorded. Accounting Periods are the way a company divides their fiscal year into smaller portions. Some common accounting periods companies use are quarterly, monthly, and dividing the year into 13 equal portions. BilTAY Teknoloji SCIENTA supports all of these common formats, as well as any other division with 14 or fewer periods. The 14th fiscal period is available as an "extra" fiscal period for entering adjusting entries, or end of year transactions.
Fiscal Start Date: In this field, enter the starting date of the fiscal year for the Company.
Fiscal End Date: In this field, enter the ending date of the fiscal year for the Company.
Current Fiscal Year: In this field, enter the current fiscal year for the Company.
Current Period: In this field, enter the current open fiscal period for the Company.
In the remaining periods, enter the ending dates for each fiscal period that the company has. The number of fiscal periods entered depends on how many fiscal periods the company has. Do not check off the boxes under each period date. Those boxes are automatically checked when each period is closed through the normal Year End Closing process.
Company Document Numbers
The BilTAY Teknoloji SCIENTA System automatically keeps track of document numbers, such as invoices, purchase orders, checks, etc., that are used on a regular basis and automatically assigns the next available number to each document when the transaction is entered into the system.
The Company Document Numbers screen is where all of the document numbers are stored, and where the starting document numbers that your company is currently using are entered. For example, if in your existing accounting system, the next document number for an Invoice is 2013, and you are going to process the next invoice in the BilTAY Teknoloji SCIENTA system, then the number 2013 number would be entered on this screen so that the next Invoice processed will be using number 2013.
To accurately enter the next document numbers in to the system, it is recommended that you have a list of your company's current Document ID Numbers and that you are absolutely sure that all new documents will be entered into the system from that point forward. If you enter a starting document number and do not use that number for the next document, your numbering system may become inaccurate and out of synch.
The Company Document Number screen can be accessed from the Company Setup menu. The system comes shipped with a set of basic Company Document numbers that can be customized to meet your needs. During the Setup and Installation process, and as one of the items on the Setup Checklist, it is recommended that this screen be reviewed to ensure that the Document Numbers entered meet the way your company does business.
This screen is used only during the initial Company Setup procedure to enter the Document Numbers that your company uses. Once it is set up, should not be altered or changed in any way. Editing or changing the data in this table after the initial company setup could seriously affect the integrity of the data in the system.
Note: It is recommended that only the administrator have access to this screen after the Company Setup Procedure has been completed to avoid accidental editing of data on this screen.
Adding a New Document Number:
To add a new document number, click the New button and a blank line will be added into the table. Click the pencil to edit that line, and two boxes will appear.
In the first text box, under the heading "Next Number Name", enter the name of the Next document number for that particular document.
In the second text box, under the heading "Next Number Value", enter the next number that will be actually used for that particular document.
For example: If you want to enter the starting number for Work Orders, and the next Work Order Document Number is 2015, you would enter "NextWorkOrderNumber" for the Next Number Name and the number "2015" for the Next Number Value.
Note: You must use the prefix "Next" in the Next Number Name field.
Click the Save button (the image of the floppy disk) to save that particular record. Click the Cancel Button (the blue arrow) to cancel any changes made to that record. Click the Delete button (the red x) to delete the record before saving or if a blank record was created that will not be used.
You must click save after entering each document number to save that number.
Once you are finished entering and setting up the document numbers, click OK to return to the main menu.
Division Setup
This is where you set up your company's divisions within the software.
Department Setup
This is where you enter information about your Company's departments within the software.
Audit Trail
Overview:
BilTAY Teknoloji SCIENTA keeps a complete record of any change made to any record in the system. It tracks the person who made the change, the fields old value, the fields new value, and any new records that were added or deleted.
This system function work automatically and requires no user intervention to operate.
Important Considerations:
Please note that since the system tracks ALL changes made within the system at ALL times, the Audit Trail table is going to get Very Large Very Fast!
It is important for you to implement a procedure to archive the audit trail records on a regular basis to keep the size of the audit trail table from affecting system performance!
Credit Card Types
The Credit Card Types screen displays a list of all the types of Credit Cards in the BilTAY Teknoloji SCIENTA system. This table is used by the system to classify the types of Credit Cards that the company accepts.
The Credit Card Type screen can be accessed from the Company Setup menu. The BilTAY Teknoloji SCIENTA system comes shipped with basic Credit Card Types that are suitable for most businesses. During the Setup and Installation process, and as one of the items on the Setup Checklist, it is recommended that this screen be reviewed to ensure that the Credit Card types entered meets the way your company does business.
Additional Credit Card Types can be entered by clicking the New button and entering data in the following fields:
Credit Card Type ID: Enter the Type of the Credit Card. For example, if the Credit Card is a Visa Card, then Visa would be entered for the Credit Card Type.
Credit Card Type Description: Enter the description of the Credit Card Type in this field. This description can be longer then the Credit Card Type ID but should not be too long.
When you are finished, click OK to close the screens.
Currencies
The BilTAY Teknoloji SCIENTA System supports multi-currency processing. However, in order to receive the full benefit of the multi-currency feature, and to ensure accurate reporting, steps must be taken to set up the system properly. Follow the procedures outlined below to correctly set up and use the multi-currency feature in the BilTAY Teknoloji SCIENTA system.
1. Confirm the default currency for the company.
The default currency is selected during the company setup process. Therefore, this step will confirm that the proper default currency is selected in the company screen. To do this go into System Setup then Company Setup then click Company Setup again. Select your company from the list and click on the pencil to edit/view the company. Once the Company screen loads, click the Defaults tab at the top of the screen. This will bring up the default settings for this company.
The first line is the Currency ID which determines the default currency for this company. This should already be selected to the native currency that your company does business in. If not, select the proper currency from the drop down list.
If your company/division/department does not need or use the multi-currency feature, then there is nothing more that needs to be done. Otherwise, follow the steps below to set up the system for multi-currency accounting.
2. Determine the GL Account for the Currency Gains and Losses
The BilTAY Teknoloji SCIENTA system is shipped with default data. Included in the default data is a Chart of Accounts (CoA) which includes a realized and unrealized default GL Account for the Multi-Currency feature. If your company is going to use the default GL account that comes with the system, then you can skip this step and proceed to step 3. If your company is going to use a different GL Account for the Currency Gains and Losses, then set up the new Currency Gain and Loss account at this time. Refer to the user manual under the section titled General Ledger for more information on setting up a new account in the General Ledger.
3. Select the default GL Accounts for the Currency Gains and Losses
In this step, you will select the General Ledger Accounts for the Currency gains and losses. From the Company Setup screen, click the Accounts tab. This will bring up the screen with a list of default accounts for the Company. The GL Currency Gain Loss Account can be found towards the bottom of the list. The default account of 490000 Realized Gains and Losses should already be selected for this account. If this is not the account you want to use, or if you created your own, then select it from the drop down list .
Next, select the GL Currency Unrealized Gain Loss Account. It is located immediately under the GL Currency Gain Loss Account and has 491000 Unrealized Gains & Losses selected as the default account. If this is not the account you want to use, or if you created your own, select it from the drop down list.
When you have finished selecting the default GL Accounts for the Currency Gains and Losses, click OK to exit the Company Accounts screen.
4. Enter the Currencies into the Currencies Table
Now that the accounts have been set up for the currency, the next step is to enter the currency values into the currencies table. You should enter the rates for all of the currencies that your company expects to conduct business in. The BilTAY Teknoloji SCIENTA system is shipped with a small list of foreign currencies and sample currency exchange data only. To enter additional currencies and the current exchanges, go into the System Setup option from the main menu, then Company Setup. From there, click on the Currencies option and that will bring up the list of currencies entered into the system.
To enter a new currency record, click the New button at the top of the screen. A screen will come up where you can enter the information for a new currency record.
To edit an existing currency record, click the edit button (the pencil) next to the currency record to bring up that currency's record. From there, you can edit the current exchange of the currency.
Note: The currency exchange rates that are shipped with the system are SAMPLE rates only. They are not accurate nor current and MUST be changed prior to use.
You can manually update the currency exchange rates on a regular basis or as often as your company sees fit.
Note: There is no automated method to update the currency exchange rates. The only way to update them and ensure they are current and accurate is to update them manually.
There are many different ways of obtaining the current currency exchange rates and you should use the method that works best for you. XE.com (http://www.xe.com) is free a website that has the current currency exchange rates in real-time with an automatic refresh of the page every few minutes. You can also sign up for their email subscription service to receive the currency exchange rates daily by email.
Each time the currency exchange rates are changed, the old rate and the date the rate was changed will automatically go into the Currency Rates History Table. If you enter a transaction for an older date, the system will automatically use the rate from the Currency Rates History Table as of the transaction date, even if the date is in the past. For example, if a transaction was entered on March 15, 2004, but the date on the transaction is entered as March 1, 2004, the system will select the currency exchange rate from the Currency History Table as of March 1, 2004.
In any event, the system automatically uses the most current exchange rate as of the transaction date entered in the system.
Note: In following with GAAP Compliancy, currency amounts are set to and converted to the company default currency at the current exchange rate before posting.
5. Set up bank and General Ledger accounts as needed for the currencies
After the current currency exchange rates are entered into the Currencies Table, the next step is to create a separate bank account and a separate General Ledger cash account in the system for each of the currencies that your company deals in. Each of these bank accounts should point to a cash account in the General Ledger.
You would set up the bank accounts in the company setup screen just as you set up all the other bank accounts. Additionally, you would set up the General Ledger Cash accounts just as you set up other General Ledger accounts.
For more information on setting up bank accounts and General Ledger accounts, please refer to the section titled Banking under General Ledger and General Ledger Posting Guide, respectively, in the User Manual.
Congratulations!
You have successfully completed setting up the multi-currency feature of the BilTAY Teknoloji SCIENTA system. The rest of the steps are automatically handled by the system. When entering transactions, be sure to select the proper currency from the Currency ID drop down lists. The system will automatically complete the current exchange rate when the transaction is entered. When the transaction is paid, or cash is received for that transaction, the system will calculate the rate and make the proper posting to the Realized Currency Gain / Loss account in the Chart of Accounts.
Terms
The Terms screen stores the default terms that your company has both for receiving and issuing payments, and is used by the system to determine Terms for all transactions involving payments. The Terms screen can be accessed from the Company Setup menu. The BilTAY Teknoloji SCIENTA system comes shipped with a set of standard Terms that should be acceptable to most companies. However, these Terms can be customized to meet the way your company does business.
During the Setup and Installation process, and as one of the items on the Setup Checklist, it is recommended that this screen be reviewed to ensure that the Terms entered meet the way your company does business.
Adding A New Term:
To add a new Term into the system, click the New button and a blank screen will come up where you can enter the information about the new Term.
Terms ID: Enter the ID that this Term will be referred to in the system.
Terms Description: Enter a brief description for this Term.
Net Days: Enter the number of days in which the payment must be paid in full under this Term.
Discount Percent: Enter the discount, if any, associated with this Term.
Discount Days: Enter the number of days in which the payment must be paid in order to receive the discount. If there is no discount, this field should be left blank.
For example: If you wanted a Term that would specify full payment in 30 days, with a 2% discount for payments paid within 10 days, the Term description could be 2% 10 Net 30.
Once all the fields for that Term have been completed, click OK to save the record. A blank screen will appear where additional Terms can be entered. If you are finished entering Terms, click Cancel to return to the main list of Terms.
Tax Groups
Tax Groups are collections of Tax Group Details. Each Tax Group holds the Tax Group Details that are collected in that Tax Group. Before using Tax Items and Tax Group Details in transactions, the Tax Items must be collected into Tax Group Details which are then collected into Tax Groups. The Tax Groups table stores the individual Tax Groups and is used by the system in certain transactions.
The Tax Groups screen can be accessed from the Company Setup menu. The BilTAY Teknoloji SCIENTA system comes shipped with basic Tax Groups as a sample of various Tax Groups. During the Setup and Installation process, and as one of the items on the Setup Checklist, the Tax Group table must be reviewed and the Tax Groups customized to meet the way your company does business.\
The diagram to the left details the Sales Tax and VAT Tax Organization within the BilTAY Teknoloji SCIENTA. It is recommended that this diagram be studied to understand the tax organization before entering taxes and transactions involving taxes.
To Create a New Tax Group:
To create a New Tax Group, from the Tax Groups screen click the New button. This will bring up a blank screen where you can enter the Tax Group ID and select the Tax Group Details for that particular Tax Group.
Tax Group ID: The first field when entering a New Tax Group is the Tax Group ID. Enter the ID that will be used for the Tax Group you are setting up.
Do not enter anything in the Total Percent field. That field is automatically populated based on the total of the Tax from the Tax Group Details.
2. Select the Tax Group Details for the Tax Group: Click the Select Tax Group Details button to select the Tax Group Details for this Tax Group. After clicking the Select Tax Group Detail button a screen will appear where you can check the Tax Group Details to be included in the Tax Group you are creating. Click each Tax Group Detail you wish to include and click the OK button when finished. The Tax Group Details will appear in the Tax Group list for that Tax Group.
3. Entering a New Tax Group Detail: New Tax Group Details should be entered through the Tax Group Details screen, but they can also be entered at the time of setting up the Tax Group. To enter a New Tax Group Detail from the Tax Group Detail screen, click the New Tax Group Detail button. A blank screen will appear where a new Tax Group Detail can be entered.
NOTE: When a New Tax Group Detail is created from the Tax Group screen, it is automatically included in that Tax Group.
To Edit or Delete a Tax Group Detail from a Tax Group:
Clicking the edit (pencil) button next to a Tax Group Detail will allow you to edit that Tax Group Detail. Note that any changes made to the Tax Group Detail are made globally in the system, not just for that Tax Group.
To delete a Tax Group Detail from a Tax Group, click the delete button (the red X) and that Tax Group Detail will be removed from that Tax Group.
When you are finished creating and working with that Tax Group, click the OK button to save the Tax Group and return to the main Tax Group Screen.
Tax Group Details
Tax Group Details are collections of Tax Items. Each Tax Group Detail holds the Tax Items that are collected in that group. Before using Tax Items in transactions, the Tax Items must be collected into Tax Group Details which are then collected into Tax Groups. The Tax Group Details table stores the individual Tax Group Details and is used by the system in certain transactions.
The Tax Group Detail screen can be accessed from the Company Setup menu. The BilTAY Teknoloji SCIENTA system comes shipped with basic Tax Group Details as a sample of various Tax Group Details. During the Setup and Installation process, and as one of the items on the Setup Checklist, the Tax Group Detail table must be reviewed and the Tax Group Details customized to meet the way your company does business.
The diagram to the left details the Sales Tax and VAT Tax Organization within the BilTAY Teknoloji SCIENTA. It is recommended that this diagram be studied to understand the tax organization before entering taxes and transactions involving taxes.
The Tax Group Details screen displays the Tax Group Details in the system and the total percentage for each Tax Group Detail.
To Create a New Tax Group Detail:
To create a new Tax Group Detail, click the New button and a blank screen will appear where the Tax Items can be selected for that particular tax group. The steps below detail setting up a New Tax Group Detail:
1. Enter the Tax Group Detail ID: The first field when entering a New Tax Group Detail is the Tax Group Detail ID. Enter the ID that will be used for the Tax Group Detail you are setting up.
Do not enter anything in the Total Percent field. That field is automatically populated based on the total of the Tax from the Tax Items in that Tax Group Detail.
2. Select the Tax Items for the Tax Group Detail: Click the Select Tax Item button to select the Tax Items for this group. After clicking the Select Tax Item button a screen will appear where you can check the Tax Items to be included in the Tax Group Detail you are creating. Click each Tax Item you wish to include and click the OK button when finished. The Tax Items will appear in the Tax Group Detail list for that Tax Group Detail.
3. Entering a New Tax Item: New Tax Items should be entered through the Tax Items screen, but they can also be entered at the time of setting up the Tax Group Detail. To enter a New Tax Item from the Tax Group Detail screen, click the New Tax Item button. A blank screen will appear where a new Tax Item can be entered.
NOTE: When a New Tax Item is created from the Tax Group Detail screen, it is automatically included in that Tax Group Detail.
To Edit or Delete a Tax Item from a Tax Group Detail:
Clicking the edit (pencil) button next to a Tax Item will allow you to edit that Tax Item. Note that any changes made to the Tax Item are made globally in the system, not just for that Tax Group Detail.
To delete a Tax Item from a Tax Group Detail, click the delete button (the red X) and that Tax Item will be removed from that Tax Group Detail.
When you are finished creating and working with that Tax Group Detail, click the OK button to save the Tax Group Detail and return to the main Tax Group Detail Screen.
Tax Items
Tax Items are individual Sales, Use and VAT Taxes set by various tax agencies. Each Tax Item is a separate tax that the company collects and must pay to the tax agency. The Tax Items table stores the individual taxes and is used by the system in certain transactions.
The Tax Items screen can be accessed from the Company Setup menu. The BilTAY Teknoloji SCIENTA system comes shipped with basic Tax Items as a sample of Tax Items. During the Setup and Installation process, and as one of the items on the Setup Checklist, the Tax Item table must be reviewed and the Tax Items customized to meet the way your company does business.
The diagram to the left details the Sales Tax and VAT Tax Organization within the BilTAY Teknoloji SCIENTA. It is recommended that this diagram be studied to understand the tax organization before entering taxes and transactions involving taxes.
To Add a New Tax Item:
To add a new tax item, from the Tax Items screen, click the New button. This will bring up a screen where you can enter the specific tax item.
Tax ID: Enter the Tax ID that will be used by the system in this field. For example, if the tax item you are setting up is VAT Sales Tax, then VAT Sales Tax would be used for the Tax ID.
Tax Description: Enter a brief description detailing the type of tax this is.
Tax Percent: Enter the percent of the sale for that is collected for tax.
GL Account: Select the GL Account from the drop down list that will be used to record the tax collected for this particular tax item.
NOTE: Each tax item must have it's own GL Account to properly record and classify tax collected in the system.
When you are finished entering the details for that particular tax, click OK to save the record. The record is saved and a blank screen appears where you can continue entering Tax Items. To return to the main Tax Items screen, click Cancel.
To Edit an Existing Tax Item:
Click the edit button (the pencil) next to the Tax Item you wish to edit. Make the necessary changes and click OK to save the record. Click Cancel to return to the main Tax Item Screen. To Delete an existing Tax Item, click the red X next to the Tax Item you wish to delete.
Shipment Methods
Here is where you enter the various types of shipping methods your company uses.
System Error Log
Non-critical system generated errors get posted here.
Warehouses
This is the screen where you enter information about your company's warehouses
Warehouse Bins
The system supports the use of warehouse bins to segregate inventory. This screen is where you identify the warehouse bins your company has.
Warehouse Bin Types
The Warehouse Bin Types screen displays a list of all the types of Warehouse Bins in the BilTAY Teknoloji SCIENTA system. This table is used by the system to classify the types of Warehouse Bins that the company has.
The Warehouse Bin Types screen can be accessed from the Inventory menu. The BilTAY Teknoloji SCIENTA system comes shipped with basic Warehouse Bin Types that are suitable for most businesses. During the Setup and Installation process, and as one of the items on the Setup Checklist, it is recommended that this screen be reviewed to ensure that the Warehouse Bin Types entered meets the way your company does business.
Additional Warehouse Bin Types can be entered by clicking the New button and entering data in the following fields:
Warehouse Bin Type ID: Enter the Type of the Warehouse Bin. For example, if the Warehouse Bin is is a Default Warehouse Bin, then Default would be entered for the Warehouse Bin Type ID.
Warehouse Bin Type Description: Enter the description of the Warehouse Bin in this field. This description can be longer then the Warehouse Bin Type ID but should not be too long.
When you are finished, click OK to close the screens.
Contact Industries
This allows you to track the various industries where the contacts come from.
Contact Regions
This allows you to track the various regions where your contacts are located.
Contact Sources
This allows you to track the sources where your contacts come from.
Contact Types
The Contact Types screen displays a list of all the types of Contacts in the BilTAY Teknoloji SCIENTA system. This table is used by the system to classify a company's contacts into types.
The Contact Type screen can be accessed from the Company Setup menu. The BilTAY Teknoloji SCIENTA system comes shipped with basic Contact types that are suitable for most businesses. During the Setup and Installation process, and as one of the items on the Setup Checklist, it is recommended that this screen be reviewed to ensure that the Contact types entered meets the way your company does business.
Additional Contact Types can be entered by clicking the New button and entering data in the following fields:
Contact Type: Enter the Type of the Contact. For example, if the Contact is a Sales Department Contact, then Sales would be entered for the Contact Type.
Contact Type Description: Enter the description of the Contact type in this field. This description can be longer then the Contact Type but should not be too long.
When you are finished, click OK to close the screens.
Projects
This is where you enter information about various projects your company is involved in.
Project Types
The Project Types screen displays a list of all the types of Projects in the BilTAY Teknoloji SCIENTA system. This table is used by the system to classify the types of Projects that the company has.
The Project Types screen can be accessed from the Main Setup menu. The BilTAY Teknoloji SCIENTA system comes shipped with basic Project Types that are suitable for most businesses. During the Setup and Installation process, and as one of the items on the Setup Checklist, it is recommended that this screen be reviewed to ensure that the Project Types entered meets the way your company does business.
Additional Project Types can be entered by clicking the New button and entering data in the following fields:
Project Type ID: Enter the Type of the Project. For example, if the Project is a Development Project, then Development would be entered for the Project Type ID.
Project Type Description: Enter the description of the Project in this field. This description can be longer then the Project Type ID but should not be too long.
When you are finished, click OK to close the screens.
Fixed Asset Type
The Asset Types screen displays a list of all the types of Fixed Assets in the BilTAY Teknoloji SCIENTA system. This table is used by the system to classify a company's fixed assets into types.
To access the Asset Type screen, click on Setup then General Ledger Setup then Asset Types. The BilTAY Teknoloji SCIENTA system comes shipped with basic Asset types that are suitable for most businesses. During the Setup and Installation process, and as one of the items on the Setup Checklist, it is recommended that this screen be reviewed to ensure that the Asset types entered meets the way your company does business.
Additional Asset types can be entered by clicking the New button and entering data in the following fields:
AssetType ID: Enter the ID of the Asset type. For example, if the Asset type is Automobiles, the ID would be "Automobiles".
Asset Type Description: Enter the description of the asset type in this field. This description can be longer then the ID but should not be too long.
When you are finished, click OK to close the screens.
Fixed Asset Status
This is where the fixed asset status is entered.
Period End Close
This is where you go to close the periods for your company.
Year End Close
This is where you perform the year-end closing procedure for your company.
AR Transaction Types
The AR Transaction Types screen displays a list of all the types of AR Transactions in the BilTAY Teknoloji SCIENTA system. This table is used by the system to classify a company's AR Transactions into types.
The AR Transaction Type screen can be accessed from the Accounts Receivable Setup menu. The BilTAY Teknoloji SCIENTA system comes shipped with basic AR Transaction Types that are suitable for most businesses. During the Setup and Installation process, and as one of the items on the Setup Checklist, it is recommended that this screen be reviewed to ensure that the AR Transaction types entered meets the way your company does business.
Additional AR Transaction Types can be entered by clicking the New button and entering data in the following fields:
AR Transaction Type ID: Enter the Type of the AR Transaction. For example, if the AR Transaction is an Invoice, then Invoice would be entered for the AR Transaction Type.
AR Transaction Type Description: Enter the description of the AR Transaction Type in this field. This description can be longer then the AR Transaction Type ID but should not be too long.
When you are finished, click OK to close the screens.
Contract Type
The Contract Types screen displays a list of all the types of Contracts in the BilTAY Teknoloji SCIENTA system. This table is used by the system to classify a company's Contracts into types.
The Contract Type screen can be accessed from the Accounts Receivable Setup menu. The BilTAY Teknoloji SCIENTA system comes shipped with basic Contract Types that are suitable for most businesses. During the Setup and Installation process, and as one of the items on the Setup Checklist, it is recommended that this screen be reviewed to ensure that the contract types entered meets the way your company does business.
Additional Contract Types can be entered by clicking the New button and entering data in the following fields:
Contract Type ID: Enter the Type of the Contract. For example, if the Contract is a Daily Billed Contract, then Daily would be entered for the Contract Type.
Contract Type Description: Enter the description of the Contract Type in this field. This description can be longer then the Contract Type ID but should not be too long.
When you are finished, click OK to close the screens.
Order Types
The Order Types screen displays a list of all the types of Orders in the BilTAY Teknoloji SCIENTA system. This table is used by the system to classify the types of Orders that the company accepts.
The Order Type screen can be accessed from the Accounts Receivable Setup menu. The BilTAY Teknoloji SCIENTA system comes shipped with basic Order Types that are suitable for most businesses. During the Setup and Installation process, and as one of the items on the Setup Checklist, it is recommended that this screen be reviewed to ensure that the Order Types entered meets the way your company does business.
Additional Order Types can be entered by clicking the New button and entering data in the following fields:
Order Type ID: Enter the Type of the Order. For example, if the Order is a Rush Order, then Rush would be entered for the Order Type ID.
Order Type Description: Enter the description of the Order Type in this field. This description can be longer then the Order Type ID but should not be too long.
When you are finished, click OK to close the screens.
Receipt Types
The Receipt Types screen displays a list of all the types of Receipts in the BilTAY Teknoloji SCIENTA system. This table is used by the system to classify the types of Receipts that the company accepts.
The Receipt Types screen can be accessed from the Accounts Receivable Setup menu. The BilTAY Teknoloji SCIENTA system comes shipped with basic Receipt Types that are suitable for most businesses. During the Setup and Installation process, and as one of the items on the Setup Checklist, it is recommended that this screen be reviewed to ensure that the Receipt Types entered meets the way your company does business.
Additional Receipt Types can be entered by clicking the New button and entering data in the following fields:
Receipt Type ID: Enter the Type of the Receipt. For example, if the Receipt is a Check, then Check would be entered for the Receipt Type ID.
Receipt Type Description: Enter the description of the Receipt in this field. This description can be longer then the Receipt Type ID but should not be too long.
When you are finished, click OK to close the screens.
Receipt Classes
This is where you enter definitions for cash receipts.
AP Transaction Types
The AP Transaction Types screen displays a list of all the types of AP Transactions in the BilTAY Teknoloji SCIENTA system. This table is used by the system to classify a company's AP Transactions into types.
The AP Transaction Type screen can be accessed from the Accounts Receivable Setup menu. The BilTAY Teknoloji SCIENTA system comes shipped with basic AP Transaction Types that are suitable for most businesses. During the Setup and Installation process, and as one of the items on the Setup Checklist, it is recommended that this screen be reviewed to ensure that the AP Transaction types entered meets the way your company does business.
Additional AP Transaction Types can be entered by clicking the New button and entering data in the following fields:
AP Transaction Type ID: Enter the Type of the AP Transaction. For example, if the AP Transaction is a Purchase Order, then Purchase Order would be entered for the AP Transaction Type.
AP Transaction Type Description: Enter the description of the AP Transaction Type in this field. This description can be longer then the AP Transaction Type ID but should not be too long.
When you are finished, click OK to close the screens.
Payment Classes
This is where you enter the Payment Classes
Payment Types
The Payment Types screen displays a list of all the types of Payments in the BilTAY Teknoloji SCIENTA system. This table is used by the system to classify the types of Payments that the company accepts.
The Payment Types screen can be accessed from the Accounts Payable Setup menu. The BilTAY Teknoloji SCIENTA system comes shipped with basic Payment Types that are suitable for most businesses. During the Setup and Installation process, and as one of the items on the Setup Checklist, it is recommended that this screen be reviewed to ensure that the Payment Types entered meets the way your company does business.
Additional Payment Types can be entered by clicking the New button and entering data in the following fields:
Payment Type ID: Enter the Type of the Payment. For example, if the Payment is a Check, then Check would be entered for the Payment Type ID.
Payment Type Description: Enter the description of the Payment in this field. This description can be longer then the Payment Type ID but should not be too long.
When you are finished, click OK to close the screens.
Payment Methods
This is where you enter the AP payment methods for your company. |
