UPDATE BALANCE

Main Page > Application Development Team > System Manual > Employee Purchase Program Manual > Transaction

Update Balance:

-To Update Balance, When you hover your mouse over the transaction tab, a sub-menu will appear beneath, click the balance check.

- Under Main Control, press Update Balance.

A Serve Order form will appear,the Serve Order form contains; Store, Order by, Transaction date and No., Deduction Code, Total SD Amount, Installment, Payroll Deduction Amount, Credit limit, Available Balance.

- The Store contains; Showroom and Meycauyan Baratilyo, you'll need to choose from the two to continue transaction.

The Deduction code contains; Purchases(CBS), Pharmacia ni Dok, Rice(Showroom), Dona Maria Rice Surprise, Willy Farm Denorado Rice, Purchases(MKTI Showroom).

- The Order by, is to search for the Employee that wants to do the transaction.

- To Search, click on the Order by Textbox, and Press F2. After

-Pressing F2 a Search Employee Form will appear.

-You can search for an Employee, using their basic information like, Employee no., Last name, First Name, and Middle Name.

-After searching, you may click on the Employee and press select or double click.

-Pressing Select, you will be redirected to the Serve Order Form, with the Employee's Credit limit and Available Balance.

-You may now enter the desired; Transaction no., The Deduction Code, Total SD Amount, Installment.

-If you entered a Total SD Amount of 500 and below, The installment will automatically be "1" but you may change the installment to "1 - 6".

-If you Entered a Total SD Amount of 501 and above, The installment will automatically be "6" but you may change the installment to "1 - 6".

- Exceeding 6 installments, an "is approved, with a check box and an Approver" will appear. you should check if the documents presented are approved and by whom, and press the check box and select who approved the document and proceed with the transaction.