The first setup is set the base selections entities section. It allows you to set your item category such as Account Type, Lead Source and many more. For this automation, user only have to setup category for Account Type. To setup, please follow the steps as follow:
1. Go to CRM > Choose on “CONFIGURATIONS” section.
2. Then select “BASE SELECTION ENTITIES” and click on “VIEW LIST”.
3. When you select “VIEW LIST”, you will see all information as per the following picture.
Description:
Add Button | Click on this button “Add” to add new selection. |
Edit Button | Click on this button “Edit” to edit the data. |
Delete Button | Click on this button “Delete” to erase the data. However, please note that data can only be erased if it is yet to be used. Once used, it can’t be erased. |
Accounting Mapping | This setting will show whether it mapping to accounting or not. This setting will show only for Account Type. |
4. Next, when you click on “ADD” base selection entities, you will go to the following page. This setting for new user who do not use CRM Module.
Description:
Base Selection Entities Name | Key in selection name. |
Type | Choose type of selection. Information as follow: Account Type: Type of account Lead Source: Prospect source of information Lead Status: Prospect status Lead Type: Type of prospect Potential Type: Type of Prospective/Potential/Opportunity Potential Stage: Stage of Prospective/Potential/Opportunity Task Status: Work status |
Chart Of Account (Applicable for Account Type Only) | Please select chart of account (Debtors account) that you want to map in Accounting Module. This is only applicable for base selection entities Account Type only. Here, only Chart of Accounts with Debtors account type (Header) will be listed.
How does it work? When you finalize an invoice, the system will check whether the Chart of Account for the customer has been created or not. If not yet created/mapped, the system will automatically create new Chart of Account and auto-map with the CRM account. |
Chart Of Account (Applicable for Account Type Only) | Please select chart of account (Creditors account) that you want to map in Accounting Module. This is only applicable for base selection entities Account Type only. Here, only Chart of Accounts with Creditors account type (Header) will be listed. How does it work? When you finalize an invoice you received in Procurement, the system will check whether the Chart of Account for the supplier has been created or not. If not yet created/mapped, the system will automatically create new Chart of Account and auto-map with the account. |
Save Button | Click on this button to save the information. |