Contents

1. About this Manual 1-1

  • 1.1 Introduction 1-1
  • 1.2 Audience 1-1
  • 1.3 Documentation Accessibility 1-1
  • 1.4 Organization 1-1
  • 1.5 Related Documents 1-1
  • 1.6 Glossary of Icons 1-2
  • 2. Product Definition 2-1

  • 2.1 Introduction 2-1
  • 2.1.1 Advantages of Defining a Product 2-1
  • 2.2 Creating a Product 2-1
  • 2.2.1 Identifying a Product with a Code and Description 2-2
  • 2.2.2 Specifying the Product Type 2-3
  • 2.2.3 Specifying the Product Group 2-3
  • 2.2.4 Assigning a Slogan to a Product 2-3
  • 2.2.5 Defining the Life Span of a Product 2-3
  • 2.2.6 Adding your Remarks 2-3
  • 2.2.7 Defining the Other Attributes of a Product 2-3
  • 2.3 Identifying Interest Components for a Product 2-4
  • 2.4 Identifying Charge Components for a Product 2-5
  • 2.5 Identifying Tax Components for a Product 2-5
  • 2.6 Associating the Fee Component with a product 2-5
  • 2.7 Setting up Accounting Details for a Product 2-6
  • 2.7.1 Identifying the Accounting Roles and Heads for a Product 2-7
  • 2.7.2 Specifying Events and Accounting Entries 2-8
  • 2.8 Specifying Branch, Currency, and Customer Restrictions 2-11
  • 2.8.1 Specifying Product Preferences 2-12
  • 2.8.2 Maintaining Branch and Currency Restrictions 2-13
  • 2.8.3 Restricting Customers 2-15
  • 2.9 Specifying MIS Details for a Product 2-17
  • 2.10 User Defined Fields for a Product 2-18
  • 2.11 Associating the discount accrual preferences 2-18
  • 2.12 Status control of a product 2-19
  • 2.13 Specifying accrual fee details of a product 2-19
  • 2.14 Associating diary events of a product 2-21
  • 3. Function ID Glossary 3-1