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 […]
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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) […]
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 […]
Working with Serial Numbers
PFIM has a serial number management module. To ensure all history is tracked properly you need to ensure the correct serial numbers are linked to the correct Job cards. You also need to manage transfers and issues to ensure your units are correctly allocated to both jobs and customers. Every unique serial number is a […]
System Setup Screen
How to get here select Setup – Program Setup – Setup System Defaults and Options . The System Tab: The System Setup Screen is where you specify details about your accounting system and select system defaults and system settings. Debit Trade Discount Account – if this check box is checked then every time trade discount […]