System Parameters
What is it for? This screen is the system parameters screen where the branches of the business are defined and used to manage all operations on a branch basis.
BRANCH DEFINITIONS SCREEN
What is it for?
This screen is the system parameters screen where the branches of the business are defined and used to manage all operations on a branch basis.
Thanks to this screen:
- Branches are defined in the system
- Branch-based transactions can be made (invoice, stock, cash, etc.)
- Finance and operation processes are separated by branches
General Working Logic:
- A new branch record is created
- Basic information about the branch is entered
- e-Transformation and contact information are defined
- Cash, bank, warehouse etc. connected to the branch. structures are determined
- The branch begins to be actively used in the system
Parent Fields:
Code 1: Unique code of the branch
2nd Name: Branch name
3.Tax Office: The tax office to which the branch is affiliated
4.Tax Number: Tax number of the branch
5.Phone: Contact number of the branch
6.e-Mail: E-mail address of the branch
7.Branch Current: The current account to which the branch is affiliated
8.Address 1: The full address of the branch (main line)
9.Address 2: Additional address information
10.Address 3: Detailed address information
11.Zip Code: Zip code of the address
12.Country: The country where the branch is located
13.City: The city where the branch is located
14th District: The district where the branch is located
15.Username:Username for e-Invoice / e-Delivery Note integration
16.Password: Integration password
17.e-Invoice GB:e-Invoice sending information / integrator setting
18.e-Delivery Note GB: e-Delivery Note sending setting
19.e-Company Name: Company name that will appear in e-documents
Sub Tabs:
- Cash accounts: This is the area where cash accounts connected to the branch are defined
- Banks:This is the field where the bank accounts of the branch are defined
- Warehouses:This is the area where the warehouse and stock areas connected to the branch are defined
- Users: This is the field where system users who will perform transactions at the branch are defined
- Personnel: This is the field where the personnel working for the branch are defined
- Document Numbers:This is the area where branch-specific document serial and numbering settings are made
- e-Document Numbers:Determines the serial and number structures of electronic documents such as e-Invoice, e-Archive, e-Delivery Note
What to Do on This Screen?
- A new branch is defined
- Branch information is entered into the system
- e-Transformation settings are made
- Finance and warehouse structures connected to the branch are defined
- The branch is made ready for operational use
Important note
- Branch definition affects all modules of the system
- Invoice, stock and finance transactions work on a branch basis
- Accurate identification is critical to reporting
This screen is the central configuration screen where the branches of the business are defined with all operational, financial and integration information.
Document Numbers Tab
What is it for?
This tab is used to determine the number and serial structure of documents created in the system.
In this way:
- Each document is automatically numbered
- Document confusion is prevented
- Branch based numbering can be done
General Working Logic:
- A series is defined for each document type
- The starting number is determined
- The system automatically generates numbers as the document is created
Fields:
1.Sales Invoice Document:Series and starting number to be used for sales invoices
2.Sales Delivery Note Document Serial Number:Serial number definition for sales delivery notes
3.Producer Document:Numbering setting for producer receipts
4.Sales Receipt Document Serial Number:Series definition for sales receipts
5.Quotation Document Serial Number:Serial number for bid documents given to customers
6.Issued Order Document Serial Number:Serial number for sales orders
7.Purchase Return Invoice Document:Series and number definition for purchase return invoices
8.Current Code Default: Automatic code start for newly created current accounts
What to Do in This Tab?
Important Note
- These settings affect all modules
- Wrong series → creates document confusion
- It is possible to use different series based on branch
This tab is the parameter field that determines the automatic and regular numbering structure for all documents created in the system.
E-Document Numbers Tab
What is it for?
This tab is used to determine the number and serial structures to be used for electronic documents (e-Invoice, e-Archive, e-Delivery Note, etc.).
In this way:
- Special numbering is done for e-Documents
- GIB compatible document number is created
- e-Transformation processes proceed regularly
General Working Logic
- Series are selected for each e-document type
- The system generates a document number according to this series
- e-Documents are numbered in accordance with Revenue Administration standards
Fields:
1.e-Invoice: Series and number structure to be used for e-Invoices
2.e-Archive:Series definition for e-Archive invoices
3.e-Delivery Note: Numbering setting for e-Delivery Notes
4.e-Delivery Note Response: Series definition for e-Delivery Note response documents
5.e-Producer:Serial number for e-Producer receipts
What to Do in This Tab?
- Series are selected according to e-Document types
- Document numbering system is created
- GIB compliant document flow is ensured
- e-Transformation processes are standardized
Important Note
- Numbering for e-Documents Must comply with GIB standards
- It is recommended to use a separate series for each document type
- These settings directly affect e-Invoice and e-Delivery Note processes
This tab is the parameter field that determines the Revenue Administration-compliant numbering structure for e-Invoice, e-Archive and other e-documents.
AGENDA (CALENDAR)
What Does It Do?
This screen is used to create an appointment, task or reminder for a day selected on the calendar.
Thanks to this screen:
- Daily planning is done
- Appointments are recorded
- Recurring tasks are created
General Working Logic
- Click on the relevant day on the agenda screen
- The registration (New appointment) window opens
- Required information is entered
- A record is created and added to the agenda
Fields:
Topic 1: Record title to be created
2.Start: Date and time when the event will start
3.Repeat: Determines the repeat status of the event
4.All Day: Indicates that the event will last all day
5.End: Date and time when the event will end
6.Description:Detailed information about the event
What to Do on This Screen?
- The day is selected
- Event information is entered
- Repeat setting is made
- Record is created
- Displayed on the agenda
Important Note
- This screen is for planning and reminder purposes
- Can be associated with transactions (check, payment, etc.) within the ERP
- Recurring tasks can be created
This screen is the planning screen that allows you to create appointments and tasks for the day selected on the agenda.
AUTOMATIC E-DOCUMENT CREATOR
What Does It Do?
This screen is the setting screen that allows the automatic creation of e-Document(e-Invoice / e-Archive / e-Delivery Note etc.) from transactions occurring in the system according to certain criteria.
In this way:
- The need for manual document creation is reduced
- Processes become automated
- The risk of creating incorrect documents is reduced
General Working Logic
Fields:
1st Branch: The branch where automatic documents will be created is selected
2.Document Type: The type of e-document to be created is determined
3.Date Range: Determines in which date range the document will be created for the transactions
4.Amount Range: Used to filter transactions within a certain amount range
5.Special Code: Allows filtering for transactions with certain special codes
6.e-Archive Invoice Series:The series to be used for e-Archive invoices
7.e-Archive Series:Numbering series of e-Archive documents
What to Do on This Screen?
- Automatic document creation rules are determined
- Filtering criteria are entered
- The system is configured for automatic document generation
- Business processes are accelerated
Important Note
- This screen is for automation purposes
- Incorrect settings may result in incorrect document production
- Directly related to e-Transformation processes
This screen is an automation tool that speeds up processes and reduces errors by providing automatic e-document creation from transactions according to specified criteria.
COMPANY DEFINITIONS SCREEN
What is it for?
This screen is the main configuration screen where the basic, official and financial information of the company to be processed in the ERP system is defined.
Thanks to this screen:
- Company information is defined in the system
- e-Transformation and accounting processes are structured
- The system is prepared to work on a company basis
General Working Logic:
- Company basic information is entered
- Address and contact information are defined
- Tax and official information is added
- Accounting and e-Government settings are made
- The system becomes ready for company-based use
Parent Fields:
1.Company Code: Unique system code of the company
2.Company Name: Official name of the company
3.Company Code (Repeat Field): Alternative or additional code information
4th Period: Accounting or transaction period
5.Company Type: Determines the type of the company
Company Information:
6.Company Address Line (1): Main address information
7.Company Address Line (2): Additional address information
8th Door Number: Address door number
9th Country: The country where the company is located
10.City: The city where the company is located
11th District: The district where the company is located
12.Zip Code: Address postal code
13.Phone: Company phone number
14.Fax: Company fax number
15.Tax Office: The tax office to which the company is affiliated
16.Tax Number: Tax number of the company
17.e-Mail: Company e-mail address
18.Fiscal Period Start: Starting date of the accounting period
19.Fiscal Period End: End date of the accounting period
20.Tax Identification Number: Tax identification number of the company
21.Surname Title:Surname/title of the company official
22.Name: Name of company representative
23. TR Identity Number: Turkish Republic of the authorized person. identification number
24.Phone (Authorized): Contact number of the authorized person
25.EBYN Tax Office Number: Tax information used in electronic document processes
26.Trade Registry Number: Trade registry number of the company
27. Field of Activity: The sector in which the company operates
28.Is e-Bank Active?: Determines whether e-Bank integration is active
Other Tabs:
29.Authorization Information:User and access authorizations
30.Accounting and Consultant Information: Accounting integration and consultant information
31.e-Government Settings:e-Invoice, e-Delivery Note etc. integration settings
What to Do on This Screen?
- Company basic information is defined
- Official and tax information is entered
- Contact and address information is added
- Accounting and e-Government settings are made
- The system is made ready for use on a company basis
Important Note
- This screen is one of the most critical configuration areas of the system
- All modules work based on company information
- Incorrect information → May cause e-Invoice and accounting errors
This screen is the main configuration screen where all official, financial and operational information of the company to be used in the ERP system is defined.
USER DEFINITIONS
What Does It Do?
This screen is the management screen where the users who will use the ERP system are defined, authorized and default working settings are determined.
Thanks to this screen:
- User accounts are created
- Authorities and access are determined
- User-specific operating settings are defined
General Working Logic:
- User information is entered
- Company and branch authorities are determined
- Default transaction fields are defined
- The user is made ready to access the system
Fields:
1.e-Mail:The e-mail address through which the user will log in
2nd Name: User's name
3.Password:The password to be used to log in to the system
4.Current Company:The company where the user will work by default
5.Selling Warehouse: The default warehouse that the user will use for sales transactions
6.Cash is responsible for: Cash where the user will make transactions
7.Responsible Bank Account:Default bank account
8.Responsible Branch Registration:The branch to which the user is affiliated
9.Personnel Connection:Matching the user with the personnel record in the system
10.Can be changed?: Determines whether the default values can be changed by the user
11.Authorized Company: Companies accessible to the user
12. Authorized Branch: Branches where the user can make transactions
13.Authorized Group:Stock groups accessible to the user
14.Sales Invoice Document Serial Number:Series for sales invoices created by the user
15.Sales Delivery Note Document Serial Number:Series for sales delivery notes
16.Producer Document Serial Number:Series for producer documents
17.Sales Receipt Document Serial No:Series for sales receipts
18. Submitted Bid Document Serial Number: Series for bid documents
19.Authorized Company: The company or companies that the user can access are determined
20. Authorized Branch: The branches where the user can perform transactions are determined
21.Authorized Group: Stock groups that the user can access are determined
22..Given Order Document Serial Number: Serial for order documents
23.Purchase Return Invoice Document Serial Number:Series for purchase return invoices
24.Cash Collection Document Serial Number:Series for cash collection transactions
25.Cash Payment Document Serial Number:Series for cash payment transactions
26.Cash Transfer Receipt Document Serial No:Series for cash transfer transactions
Important Note
- User privileges are critical for system security
- Incorrect authorization → creates data error or security risk
- Each user should be given authority appropriate to their role
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