المكتشف للكمبيوتر. Explorer Computer L.L.C منذ عام Suggested Training Work Plan

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1 Suggested Training Work Plan This stage starts after successfully completing stage one and stage two since it s taken from actual real information of customers. Also, opening balances must be ready and complete. However, there are exceptions to start training even if the opening balance is not yet ready, but this option is not recommended since it would be better to have it ready beginning. In addition to that, please keep in mind that the following Work Plans are only suggestions which might apply depending on different scenarios, but mainly on what has been agreed on regarding the quotation. Accounting Work Plan: Day Activities Notes Username & Task with the lists s for Payments 2 Cash payment Cheque payment Bank transfer Reconcile Cheques issued s of

2 4 Collection Cash Receipts Voucher Cheque Receipt Voucher Replace Cheques Create charges for Return Cheque Reconcile Cheques Received Sales and Receivable Quotation Delivery Note Cash Invoice Credit Invoice Credit Memo Sales Rep s of from s of 2

3 Purchasing & Payable 5 6 Materials / Service Requests Price Enquiry / Request Compare Prices & Compare Purchase Order Purchase Order Items Receipts Bills Credit Bills Inventory Accountant General Journal Entries Discount Cheque Cheques Under Collection Post Dated Cheques Apply / Setup Prepared Expenses

4 Post Prepared Recurred Transactions 7 Reversal Advance Payment Received by RV Reversal Advance Payment Paid by PV CRM Fixed Assets Work Plan: Day Activities Notes Username & Task with the list s for 2 Create new / used assets Purchase new assets Cash Payment for New Asset Cheque Payment for New Asset s of 4

5 4 Bank Transfer for New Asset Create Bill for New Asset Maintenance of Fixed Assets Employees profile documents management Transfer Assets Fixed Assets Disposal & s of & s of & Manage Employees Work Plan: Day Activities Notes Setup & Working with the List s for & Username & Task 5

6 2 4 Setup & Working with the List Create New Employee Set Documents Set Salary & Benefits Find Employee Employee Profile Employee List Employee Center Transfer Company, Dept, Position Location / Project List Transfer Location / Project Location / Project List Active / Inactive Employees Delete Employees Advanced Search s of s of from s of & 6

7 Recruitment 7

8 HRMS Activities Training Work Plan: Day Activities Notes with the List s for Username & Task 2 All types of Leaves 4 Absences Loans Stop/Release Salary 8 from the s of from the s of from s of

9 5 6 Additions/deductions Absconded Workers (Run Away) Air Ticket Employee Training Employee Expenses Benefits Approve Group Of Activities End Of Service Payment Of Activities Receiving From Employees from the s of from the s of 9

10 Time Sheet Work Plan: Day Activities Notes Username & Task with the List s for & 2 Location/Project List Assign Employees to Timesheet Assign Employees to Project Assign Employees to Shift Transfer Location/Project Create Timesheet (Detailed) Delete Timesheet Print Blank Timesheet Card (If applicable) s of & s of & 0

11 Payroll Work Plan: Day Activities Notes Username &Task with the Lists s for 2 HR Payroll Timesheet Payroll Payment For Salary Sheet Payroll Manual Update to QuickBooks s of & s of &

12 Real Estate Work Plan: Day Activities Notes Username & Task with the List Property List Unit List Tenant List s for 2 4 Contract Draft Contract Create Contract Edit Contract Print Contract Void Contract Renew Contract Pre-Terminate Contract Release Contract Refund Deposits Print Renewal Notice s of & s of & from 2

13 5 6 Eviction Case for Contract Contract- Commission Post Deferred Income Change Unit Status Maintenance Notice Memo Renew Passport s of from s of from s of

14 Contracting & Manufacturing Work Plan: Day Module Activities Notes Contracting with the list s for & Username & Task 2 Contracting Contracting BOQ Activity List BOQ Task List BOQ Item List with the list Estimate Create BOQ Edit BOQ Approve BOQ Print BOQ Close BOQ s of & s of & 4 Contracting Purchase Work Flow from 4

15 5 Contracting 6 Manufacturing Create Material Request From BOQ Estimate Tender Tender Item List Create Tender Proposal Edit Tender Proposal Edit Tender Proposal Approve Tender Proposal Print Tender List Create Production of Finished Items Print Production of Finished Items Void Production of Finished Items Estimate Work Flow s of & from s of & from s of & 5

16 School Work Plan: Day Activities Notes Username & Task with the List s for New Applicant Edit Applicant Entrance Exam Result Documents Enroll Students Active / Inactive Students Class Teacher Link Student to Employee Student Information Activity List Student Activities Generate Income Discount Invoice List Fees Slip Other Activities Student Final Result Promoting s of s of from s of from s of from s of 6

17 Termination Garage Work Plan: Day Activities Notes Username & Task with the List s for Chassis (Vehicle) List Convert & Map Job Card Add Service to Job Card Spare Parts Request Assign Employees to Job Order Approve Finished Jobs Pro-Forma Invoice Cash Invoice s of s of from s of from 7

18 Credit Invoice s of Thank you Copyrights for Hinawi Software 8