Site Assets The Site Assets module is an add on to PFIM which gives users the ability to view (view only at this stage) details about Assets at a location (Site). Architecture The user interface is web based which means that no client side installation is required. The server side relies on the PFIM database […]
Author: peritus
Export a report from PFIM to Excel format
Using the default options when exporting a report from PFIM to excel can result in a lot of extra columns and rows that often do not line up and make it difficult to work with the raw data. Following this process to export the basic information of the report into excel format can result in […]
PFIM Workgroup Security
This is only necessary when multiple users will be logging into PFIM simultaneously from the same PC in Access database environments – this is specifically designed for Terminal Servers where the PC name is the same for connecting clients and this causes issues with the locking file locking mechanism used by the Microsoft Jet database […]
HR Managing Salaries
If you are new to PFIM HR please view HR Overview first! Manage Categories Select Main – here you will see Types for all Categories as well as Categories. Allowances Earnings Deductions Leave Days Manage Employee Data Select Staff Record – Employee Details. Double click on the employee to be edited if they are not […]
Scheduled Maintenance
A comprehensive Maintenance Management Solution. Complete service history per unit, location and site Schedules can be based on Monthly, Weekly and Route based systems Serial Numbers can be linked to a scheduled contract User definable service schedules Document or Grid based service schedules Control charge out rates and markup on per contract basis Scheduled maintenance […]
RECALCULATION OF BALANCES
It is important to regularly Recalculate the Balances on the different PFIM Master Files before reporting on it.If this Recalculation is not done it will result in Reports reflecting wrong balances on the Master files.This is a manual operation and can be performed while other users are logged on.However it is preferred that all users […]
DEALING WITH DISCOUNT WHEN PROCESSING A CASHBOOK PAYMENT
From the Main Menu – select / click the Cashbook button – the cashbook selection screen is displayed. To Process Creditors Payments click the Payments check box. The Cashbook capture screen appears. A/C Code : will contain the Creditors Control account. The system will enter this for you automatically. Sub A/C : Select/enter the […]
ISSUE STOCK FROM STORE
Issuing Stock from Store can be processed in 3 different methods. 1. INVOICE a CUSTOMER a) Under Customer column select INVOICE b) Select the customer and enter all relevant data c) Click on INVOICE BODY tab d) select Stock items and enter all relevant data e) Once done click on GREEN ARROW to accept/update – […]
Processing Proforma Invoices
Processing an Invoice as a Proforma does not update any Debtors balances or Stock Issues. To process a proforma invoice for a customer, the customer must be ticked for MONTHLY CONTRACT BILLING.On the Customer Master file tick the box Monthly Contract Billing. When Invoicing the customer a SAVE button will appear […]
RECEIVING GOODS INTO STOCK
It is logical that to receive a Stock Code into store, the Stock Code must exist in PFIM – if not create the Stock Item. Receiving Goods can be processed in 3 methods. 1. Under SUPPLIERS – This process updates the Supplier Account Balance and Increase Stock on Hand a) select RECEIVE GOODS b) select your […]