Rhomicom (ERP) Operational Manuals V1 Patch 2.3

Empowering Organisations in a Cost Effective way

SOFTWARE MANUAL (A quick guide on the usage of the Rhomicom ERP System)


Table of Content

About Us



Rhomicom Systems Technologies Limited is a Software Development, Training and Consulting Company established in July 2011 with the vision of making the latest technologies easily accessible and affordable to all and sundry. We seek to achieve this vision by leveraging on technology, innovation and expertise to develop and make available cutting edge solutions to drive business success. Rhomicom has developed an Enterprise Resource Planning (ERP) System which automates the management of information across an entire organization and facilitates information flow between all business functions inside the organization. The ERP System is a suite of the following applications: Organization Manager, Personnel Manager, Internal Payments (Payroll/Dues & Contributions) Manager, Reports and Processes Manager, Finance/Accounting Manager, Procurement Manager and Inventory Manager. This software is user friendly, can be used by persons with little or no IT background after a short training and also supports the five (5) characteristics of a Management Information System which are: Timeliness, Accuracy, Consistency, Completeness and Relevance.





1. INTRODUCTION



2. SOFTWARE INSTALLATION / DATABASE SETUP



A. STARTING THE SETUP FILE



B. CONFIGURING THE DATABASE ON THE SERVER



C. CONFIGURING AN FTP SERVER (FILEZILLA)



3. WELCOME SCREEN



A. CONNECTING TO LIVE AND TRAINING DATABASES



B. LOGGING IN AND OUT



C. SELECTING/SWITCHING ROLES



D. HOME PAGE



E. START MENU



I. CHANGING MY PASSWORD



II. MY INBOX/NOTIFICATIONS (REMS)



III. SELF-SERVICE MODULE (REMS)



IV. OPEN LOCAL FILE STORAGE



F. CORE MODULES MENU



G. OTHER MODULES MENU



H. ADDINS MENU (REMS)



I. SETTINGS MENU



i.  REFRESH



ii. CUSTOMIZE



J. HELP MENU



i.  OPERATIONAL MANUALS



ii. CONTENT



iii. ABOUT RHOMICOM



4. COMMON FEATURES ACROSS MODULES



A. LEFT MAIN MENU (TREEVIEW)



B. NAVIGATING THROUGH RECORDS



C. SEARCHING FOR RECORDS



D. VIEWING SQL STATEMENT AND RECORD HISTORY



E. PICKING VALUES FROM LIST OF VALUES



F. EXPORTING DATA CAPTURING TEMPLATES (EXCEL)



G. IMPORTING DATA CAPTURING TEMPLATES (EXCEL)



H. ADD/EDIT/DELETE/SAVE RECORDS



I. VIEWING EXTRA INFORMATION



J. REFRESHING/RELOADING RECORDS



5. BASIC SOFTWARE CONFIGURATION STEPS



A. SYSTEM ADMINISTRATION



i. ASSIGNING STANDARD ROLES TO THE ADMIN ACCOUNT



ii. CREATE ROLES & THEIR PRIVILEDGES



iii. CREATE SERVER SETTINGS



iv. CREATE SECURITY POLICY



B. GENERAL SETUP



i. TRANSACTION DATE LIMIT LOVS



C. ORGANIZATION SETUP



i. ENTER ORGANIZATION DETAILS



ii. ENTER DIVISIONS/SITES/JOBS/GRADES/POSITIONS



D. BASIC PERSON DATA



i. DEFINE PERSONS



ii. SETUP AND DEFINE THEIR ADDITIONAL INFORMATION



iii. DEFINE THEIR EDUCATIONAL BACKGROUND/WORK EXPERIENCE/SKILLS



iv. DEFINE THEIR DIVISIONS/SITES/JOBS/GRADES/POSITIONS/SUPERVISORS



E. SYSTEM ADMINISTRATION



i. CREATE USERS & ASSIGN ROLES



6. SYSTEM ADMINISTRATION MODULE (OTHER FEATURES)



A. MODULES & THEIR PRIVILEDGES



B. EXTRA INFO LABELS



C. TRACK USER LOGINS



D. AUDIT TRAIL TABLES



7. ALERTS MANAGER MODULE



A. DEFINE ALERTS



8. WORKFLOW MANAGER MODULE



A. WORKFLOW APPS



B. WORKFLOW HIERARCHIES



C. WORKFLOW NOTIFICATIONS



9. ACCOUNTING MODULE



A. CHART OF ACCOUNTS



B. BUDGETS



C. CREATE TRANSACTION TEMPLATES



D. ACCOUNTING TRANSACTIONS



E. FINANCIAL STATEMENTS



F. TRANSACTIONS SEARCH



G. PAYABLES (REMS)



H. RECEIVABLES (REMS)



I. FIXED ASSETS (REMS)



J. PAYMENTS (REMS)



K. PAYMENT METHODS (REMS)



L. ACCOUNTING PERIODS



M. ACCOUNT RECONCILIATION (REMS)



10. INTERNAL PAYMENTS MODULE



A. DEFINE PAY ITEMS



B. DEFINE DEFAULT ITEM SETS



C. DEFINE DEFAULT PERSON SETS



D. ASSIGN PAY ITEMS TO PERSONS



E. ENTER PERSON’S BANK ACCOUNTS IF APPLICABLE



F. MANUAL PAYMENTS



G. MASS PAY RUNS



H. PAY TRANSACTIONS



I. GL INTERFACE TABLE



11. EVENTS & ATTENDANCE MODULE



A. DEFINE EVENT VENUES



B. DEFINE EVENTS AND ASSIGN GROUPS/PERSONS



C. DEFINE TIME TABLES



D. ATTENDANCE REGISTERS



E. SEARCH ATTENDANCES



12. REPORTS & PROCESSES MODULE



A. DEFINE REPORT/PROCESS



B. RUN REPORTS/PROCESSES



13. INVENTORY & SALES MODULE



A. DEFINE DEFAULT ACCOUNTS



B. DEFINE TAX CODES



C. DEFINE CUSTOMERS/SUPPLIERS



D. DEFINE STORES



E. DEFINE CATEGORIES



F. DEFINE ITEM TYPE TEMPLATES



G. DEFINE ITEMS



H. PURCHASING DOCUMENTS



I. SALES DOCUMENTS



J. ITEM RECIEPTS



K. RECEIPT RETURNS



L. ITEMS & THEIR BALANCES



M. SEARCH SALES PAYMENTS



N. GL INTERFACE TABLE



14. SELF-SERVICE MODULE (REMS)



A. MY BASIC PERSON DATA



B. MY INTERNAL PAYMENTS



C. MY INBOX/NOTIFICATIONS



D. CHANGE MY PASSWORD



E. MY EVENTS/ATTENDANCE



F. PAYMENT DOCUMENTS IN MY NAME



G. SELF-SERVICE REPORTS



H. MY CLINICAL APPOINTMENTS



15. CLINIC/HOSPITAL MODULE



A. DIAGNOSIS LIST



B. INVESTIGATIONS LIST



C. SERVICE PROVIDER GROUPS



D. SERVICE TYPES AND THEIR PROVIDERS



E. VISITS & APPOINTMENTS



F. APPOINTMENT DATA



16. ACADEMIC ASSESSMENTS MODULE



A. ACADEMIC SUBJECTS



B. COURSES AND THEIR SUBJECTS



C. CLASSES AND THEIR COURSES



D. ASSESSMENT TYPES AND THEIR DATA COLUMNS



F. STUDENTS AND THEIR ACADEMIC SETTINGS



G. STUDENTS’ ACADEMIC FIGURES



17. HOTEL MANAGEMENT MODULE



18. MICROFINANCE MODULE



19. BANKING MODULE