AIMS Axcelasia Integrated Management System

Transcription

1 AIMS Axcelasia Integrated Management System Axcelasia Softnex Sdn Bhd AIMS.Net 1

2 Contents System Requirement... 3 System Login... 4 Project Code Setup... 5 To load Project Code... 6 To add a Project Code... 7 To edit Project Code... 8 To delete Project Code Billing Management Module To load Billing record To add a Billing record To edit Billing record To delete Billing record Axcelasia Softnex Sdn Bhd AIMS.Net 2

3 System Requirement Minimum Intel-based processor PC: Core i3 Operating System: Windows XP RAM: 8GB Web browser: Mozilla Firefox version 45 or above Google Chrome version 50 or above (Best) Adobe Flash version At least 1mbps internet connection speed Recommended Intel-based processor PC: Core i5 or above Operating System: Windows 7 or above RAM: 16GB or above Web browser: Latest updated Mozilla Firefox version Latest updated Google Chrome version (Best) Latest updated Adobe Flash version At least 5mbps internet connection speed Axcelasia Softnex Sdn Bhd AIMS.Net 3

4 System Login Type AIMS URL ( in your web browser. The login page will be displayed as shown in Figure 1.0 Enter Username and Password Click Login button. Figure 1.1 will appear in your browser. Figure 1.0: Login window Figure 1.1: Default page window Axcelasia Softnex Sdn Bhd AIMS.Net 4

5 Project Code Setup On the setting icon click on Codes Project Code Setup. Figure 19.0 will appear in your browser. Label Mode To add new record To delete record To save/ update record To revoke the action Figure 19.0: Project Code main form Axcelasia Softnex Sdn Bhd AIMS.Net 5

6 To load Project Code Select Client Name from drop down list click on Load Details to search the row of information in the list for the detail to be loaded. Scroll up-down for more Project. Proceed to click on the entry shown in figure Figure 19.1: Details of Project Code Axcelasia Softnex Sdn Bhd AIMS.Net 6

7 To add a Project Code Select Client Name from drop down list and click on Load Details. Then, click on Add button to add a new Project Code as shown in figure Click update button to save the newly added record. Figure 19.2: To add a new Project Code When you are in the add mode, you can begin to fill in the information Click on the Update button to save the record. Axcelasia Softnex Sdn Bhd AIMS.Net 7

8 To edit Project Code Once you have selected the Project Code from the row of information as illustrated at figure 19.3, you can begin to modify the record. Once completed, click on the Update button to update the record. Click on update button to save edited record. Figure 19.3: Click on row of information to select the record Axcelasia Softnex Sdn Bhd AIMS.Net 8

9 Click on the Billing Info button. A pop out window will appear as shown in Figure Figure 19.4: Billing Info Window Click on the Add button in the pop out window and enter Billing Information and click the Update button in the pop out window. A message box will appear notifying the user that the Billing Information have been added and data grid in the pop out window will be updated with the Billing Information entered earlier. Field Description ID The acronym for the Billing will be as ID Payment Schedule Description Short description of the project schedule Billed Amount Billed amount for each schedule Axcelasia Softnex Sdn Bhd AIMS.Net 9

10 To delete record Click on the row of the information in the list for the detail that you want to delete. Click on the Delete button to delete the record. A confirmation window will pop up and then click on Ok button to continue. Figure 19.5: Click on OK to complete the deletion Axcelasia Softnex Sdn Bhd AIMS.Net 10

11 Billing Management Module Select Billing from the Module dropdown list and on the menu bar choose appropriate Profile click Billing Form. Figure 5.0 will appear in your browser. To view Invoice draft To select Approver To import Billing details To import Claim details Label Mode To add new Billing To save/ update record Figure 2.0: Billing main form Axcelasia Softnex Sdn Bhd AIMS.Net 11

12 To load Billing record Select the Company, Project Code, and Billing ID., then click on Load Details button as per shown in figure 2.1. Figure 2.1: Billing main form Axcelasia Softnex Sdn Bhd AIMS.Net 12

13 To add a Billing record First, click on the Add New Billing button. If it is a new entry for the year, a pop out window will appear as shown in figure 2.2. Select the Company (Client s Name), Month, and Year of the Billing the list and click on the Generate ID button to add new week. Click Generate ID button Figure 2.2: To add a new Billing record To add detailed Billing Record, click on the field as shown in Figure 2.3. Select the appropriate details and click on the next field besides it. Figure 2.3: To add a Billing detail record/entry (Invoice details) Axcelasia Softnex Sdn Bhd AIMS.Net 13

14 When you are done selecting the appropriate details, press Enter button on your keyboard and click on the Update button to save the record. Field Payment Milestone/Description Sub-Total GST / Rate Total Description Billing description or milestone for the client Amount billed GST rate for the amount billed Total amount billed (Automatically calculated) To add detailed Billing Record via pre-set Billing milestone/info, click on the Import Billing Info button as shown in Figure 2.4 Figure 2.4: To add a Billing detail record/entry (Invoice details) Axcelasia Softnex Sdn Bhd AIMS.Net 14

15 A pop out window will be displayed as per shown in Figure 2.5. Click on the box under the Select column to select the record(s) to be imported and click the Import Payment button. Figure 2.5: Import Payment Items pop out window To add detailed Billing Record via items from Claim module, click on the Import Claim Items button as shown in Figure 2.6 Figure 2.6: To add a Billing detail record/entry (Invoice details) Axcelasia Softnex Sdn Bhd AIMS.Net 15

16 A pop out window will be displayed as per shown in Figure 2.7. Click on the box under the Select column to select the record(s) to be grouped and click the Select Claim(s) button. Key-in the new description for grouped claims and click on the Import Claims button. Figure 2.7: Import Claim Items pop out window Axcelasia Softnex Sdn Bhd AIMS.Net 16

17 To add in other Billing Details, click on the Billing Details button as shown in Figure 2.8. Kindly note that after the Billing has been approved, the button will display the Invoice Number instead of the word Billing Details. Figure 2.8: Billing Details pop out window Enter the appropriate details and click on the Update Details button. Axcelasia Softnex Sdn Bhd AIMS.Net 17

18 To edit Billing record Select the record from the row of information. Once you have selected the Billing record from the row of information as illustrated at figure 2.9, you can begin to modify the record by clicking on each field. Once completed, click on the Update button to update the record. Click on update button to save edited record. Figure 2.9: Click on row of information to select the record Please take note that you can only edit the details before the Billing/Invoice is approved. Axcelasia Softnex Sdn Bhd AIMS.Net 18

19 To delete Billing record Click on the row of the information in the list for the detail that you want to delete. Press the Delete button on your keyboard and the record should be as per shown in Figure Click the Update button to complete the deletion. Figure 2.10: Click on Update to complete the deletion Axcelasia Softnex Sdn Bhd AIMS.Net 19