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 […]
Author: peritus
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 […]
Purchase Order Cost Centre
Updating Accounts from the Purchase Orders screen – utilising the Cost Of Sales account for the Cost Centre that the Job Card is allocated to. If all line items for a Purchase Order have a Job Card specified (the same Job Card) and this Job Card has a Cost Centre specified and the Cost Centre […]
PFIM Stock Take
Stock Take Menu The Stock Take Menu allows you to take a snapshot of the stock holding in your organisation at a point in time in order to compare this with a physical stock count. Physical stock count sheets can be generated to enter the physical count on. Snapshots can be taken and stored for […]
Stock Take Points to Consider
Points to consider when doing a stock take. 1. Reclaculation of Stock A recalculation of Stock must be done – this needs to be done up to Period 12 The following must be adhered to: a) Remove the tick on DONT UPDATE ISSUE COST b) Remove the tick on DONT UPDATE QUANTITY ON HAND c) […]
Timesheets Overview
PFIM Timesheets is a perfect place to capture all staff time and link it to active Jobs. With PFIM and PFIM HR as possible destinations for the time allocations. First time access you can login as User Demo with a password of Demo if no users exist it will be created. Once real users have […]
HR Overview
PFIM HR is a perfect place to capture all staff records and it integrates with PFIM and PFIM Timesheets. First time access you can login as User Demo with a password of Demo if no users exist it will be created. Once real users have been created the demo user should be deleted. Create New […]
Selling Price Determination Matrix For Issues Of Inventory To Job Cards
The above flow chart explains how PFIM determines the Selling Price to use when issuing Inventory Items to a Job Card either via the Issues process or when posting from Time Sheets to PFIM.
Create A Technician
Creating a Technician (from v 3.0.299) Creating a technician requires that you have first created your internal organisation as a customer or supplier, and associated the technician as a contact. This is done via Customer – Master File (This process is documented separately.) Inside your internal organisation you need to create a contact for each […]
Create A Sales Agent
Creating a Sales Agent (from v 3.0.299) Creating a sales agent requires that you have first created your internal organisation as a customer or supplier, and associating the sales agent as a contact. This is done via Customer – Maser File (This process is documented separately.) Inside your internal organisation you need to create a […]