Month: March 2017

A310003: SIS Periodic Collections (NEW)

Description:

This program is used to print reports about the periodical collections in cash, or bank from the SIS.

Located At:

Main > Analysis Reports > School Information System> Student Accounts > SIS Periodic Collections

Initial Print Parameters:

  • From Student
  • To Student
  • From Guardian
  • To Guardian
  • From Branch
  • To Branch
  • Cut-Off By:
    • Options
      • Eff Date – Effective Date.
      • Period – Fiscal Period.
  • From Date Or Period – This parameter is based on “Cut-Off By” options.
  • To Date or Period – This parameter is based on “Cut-Off By” options.

Initial Reports:

  • SIS Periodic Collections (Detailed)
  • SIS Periodic Collections (Summary)

Note: The initial reports does not require DayEnd processing, you can just print whatever was encoded.

Example:

A300005: SIS Enrollment And Fees Invoice

Added the following:

  • Supplies Fees (Tab Page)
    • Grid:
      • Warehouse – the warehouse to deduct the item for sale.
      • Lot – the lot to deduct the item for sale.

Note: The warehouse and lot are automatically entered when you insert a new line item. You can change the default warehouse and lot from the A300009: SIS Branch Settings.

Example:

GENERAL: Login And Sign-Up with Facebook (NEW)

Users will now be able to Login or Sign-Up with their Facebook accounts.

Note: If you need to change your credentials such as your email, first name, last name, picture or password, go to Facebook and change it there.

For Login:

 

For Sign-Up:

 

 

STEPS FOR NEW IKONOMIKAL USERS ONLY:

  • Go to iKonomikal login page and then click LOG-IN WITH FACEBOOK.
  • Log in With Facebook window opens, click Continue as [Your Name].
  • You will redirect to the user home page. The Facebook logo appears beside your email address when you’re logged in.

 

 

STEPS FOR EXISTING IKONOMIKAL USERS TO MERGE WITH OLD ACCOUNT:

iKonomikal users who have signed up before this update will also be able to merge their account with Facebook by following the steps below:

Warning: Do not use the iKonomikal Facebook login before checking the steps below. If the emails do not match, your login step would have just created a new account without merging with the old one. 

  • Go to Facebook and make sure that the primary email address is the same as the one you used in iKonomikal. The email from your iKonomikal account MUST MATCH with the one you have in Facebook. Make changes when necessary.

 

  • Go to iKonomikal login page and then click LOG-IN WITH FACEBOOK.
  • Log in With Facebook window opens, click Continue as [Your Name].

 

  • And then you will get the message:

“Hello, we merged your existing iKonomikal account with your social media account. Henceforth, you no longer have to login with your old account, just login via social media!”

  • You will redirect to the user home page. The Facebook logo appears beside your email address when you’re logged in.

 

You can also unlink your account from Facebook by doing the following steps:

  • Go to the login screen and click the “Reset Password”.
  • The Reset Password window opens, enter the email address used by Facebook and click the “Send Reset Email” button.

 

  • Click the reset link as indicated in the reset email.
  • Enter your new password and then click the “Change My Password” button.

 

  • Go back to the login page.
  • From the login page, enter your email address, password, captcha and then click the “LOG-IN” button. DO NOT click the “LOG-IN WITH FACEBOOK” button, this will link your facebook account to your iKonomikal account.

GENERAL: Community Portals (NEW)

Previously there was no other way for the stakeholders such as Employees, Customers, Suppliers, Investors, Students, Teachers, Guardians, and etc to interact with the company outside of the ERP in a much more simpler and friendlier environment other than to submit their inputs to the back office personnel for data entry. This leads to a number of data entry tasks that ultimately causes backlogs, and late generation of reports.

In this update, the iKonomikal Cloud ERP web application and API will now be divided in to two major parts: the “BackOffice ERP” and the “Community Portals”.

“BackOffice ERP – a collection of programs that are only accessible by a legitimate company personnel through their assigned roles to setup, encode, administer, and report in a much more greater or higher efficiency and visibility.”

“Community Portals – a collection of programs that are created outside of the BackOffice ERP, which allows the stakeholders to get involved or interact with the company’s business processes and services.”

Community Portal Welcome Page (Example):

Note: Welcome pages maybe different in design for other portals.

 

Community Portal Dashboard (Example):

 

Community Portal Program (Example: A300028: SIS Online Enrollment):

 

Community Portals’ enables our R&D Team to create many kinds stakeholder facing programs such as:

  • H/R Employee Portal,
  • Customer/Supplier Account Portal,
  • Sales or Service Orders for Customers,
  • Procurement for Suppliers,
  • Investor Account Portal,
  • Portals for Auditors,
  • Mailer Tracking for Customers,
  • School Portal For Students, Guardians, and Teachers,
  • Mobile Point Of Sale,
  • Cargo Track And Trace for Customers,
  • Banking for Individual or Corporate Customers,
  • and etc.

Community portal programs are by design able to handle user access or resource rights in 3 modes:

  • Private Portal Mode – users that are given rights or linked to a BackOffice ERP resource or masterfile.

Example:

Company Customers that are linked to a single or multiple AA00003: Customer/Supplier Profile code.

Employees that are linked to a single or multiple HR00005: HR Employee Profile code.

  • Public Portal Mode – users that are not attached or not linked to any BackOffice ERP resource or masterfile.

Example:

Students that are applying for admissions via the A300027: SIS Online Admission.

  • PassThrough Portal Mode – BackOffice ERP users that are given Branch level wide access to Community Portal programs.

A300027: SIS Online Admission (NEW)

Description:

Allows students to apply for admission and pay online.

Admission applications are approved in the back office via A300029: SIS Online Admission Approval.

Located At:

SIS Portals > Student Portal > SIS Online Admission

Initial Tabs, Fields, And Columns:

  • Admission Application (Tab Page)
    • Application Date
    • Admission Date
    • Students’ Information:
      • Student ID, Full Name, Citizenship, Telephone #, Mobile #, Email Address, Date Of Birth, Gender, Religion, Place Of Birth, Passport #, Passport Place Of Issue, Passport Issue Date, Passport Expiry Date, Residence Permit #, Residence Permit Place Of Issue, Residence Permit Issue Date, And Residence Permit Expiry Date
    • Students’ Current Address:
      • Address Line 1, Address Line 2, Address Line 3,
      • Zip Code, Country, Area, Municipality/City, Province, And Region.
    • Use the Students’ Current Address as Permanent Address?
    • Students’ Permanent Address (Fields are the same as the Students’ Current Address)
    • Use the Students’ Current Address as Mailing Address?
    • Students’ Mailing Address (Fields are the same as the Students’ Current Address)
    • Fathers’ Information:
      • Full Name, Telephone #, Mobile #, Email Address,
      • Education Achievement:
        • Options:
          • Preschool, Elementary, High school, Graduate, and Undergraduate.
      • Employers’ Name, Employers’ Address, Occupation, and Office Tel#.
    • Mothers’ Information (Fields are the same as the Fathers’ Information)
    • Who is your guardian?
      • Options
        • Both Parents, Father, Mother, and Other Guardian.
    • Other Guardian Information (Fields are the same as the Fathers’ Information)
    • Academic Background (Enter the school that you last attended)
      • School Last Attended, School Address, Last Curriculum, Last Grade/Year, Last Semester, Last Attendance, Academic Honors, and Extra-Curricular Awards
    • Are you transferring from the last school that you attended?
    • Academic Information (Enter the course that you’ll be taking form our school)
      • School Name, Curriculum, Grade/Year, Semester, and School Year.
    • Breakdown Of Fees
      • Payment Terms, Currency, And Total
    • Payment Schedule
      • Grid:
        • Due Date, Amount, and Line Item Notes.
    • Notes

Initial Reports:

  • SIS Online Admission Application
  • SIS Online Admission Invoice
  • SIS Online Admission Receipt

Example:

If logged in from the Private Portal:


 

If logged in from the Public Portal:

 

Private And Public Portal Payments:

A300028: SIS Online Enrollment (NEW)

Description:

Allows students to apply for enrollment and pay online.

Enrollment applications are approved in the back office via A300030: SIS Online Enrollment Approval.

Located At:

SIS Portals > Student Portal > SIS Online Enrollment

Initial Tabs, Fields, And Columns:

  • Enrollment Application (Tab Page)
    • Application Date
    • Enrollment Date
    • Would You like to continue from Online Admission? – when checked, requires you to enter the Admission ID.
    • Enter Admission ID – when entered, the rest of the fields are disabled and automatically filled.
    • Student ID – (Note: only visible if you’re logged in from the Private Portal)
    • Student Name
    • School Name
    • Previous Curriculum:
      • School Year, Semester, Course ID And Details.
    • Next Curriculum:
      • School Year, Semester, Course ID and Details.
    • Breakdown Of Fees
      • Payment Terms, Child Number, Currency, And Reservation Fee.
    • Payment Schedule
      • Grid:
        • Due Date, Amount, And Line Item Notes
    • Notes

Initial Reports:

  • SIS Online Enrollment Application
  • SIS Online Enrollment Invoice
  • SIS Online Enrollment Receipt

Example:

If logged in from the Private Portal:

 

If logged in from the Public Portal:

 

Private And Public Portal Payments:

A300029: SIS Online Admission Approval (NEW)

Description:

This program is used to verify the status of student admission applications entered from the A300027: SIS Online Admission.

Located At:

Main > Add-In > School Information System > Admissions > SIS Online Admission Approval

Initial Tabs, Fields, And Columns:

  • Online Admissions For Approval (Tab Page)
    • For Branch
    • Curriculum
    • Grade/Year
    • Semester
    • School Year
    • Show Students
      • Options: Old And New, Old Student, or New Student.
    • Show Documents –
      • Options: For Verification or Returned to Applicant.
    • Rows To Retrieve
      • Options: 25, 50, 75, or 100 rows.
    • Filter Results Grid:
      • Buttons:
        • Show More
        • Require Further Verification
        • Application Is Approved
        • Application Is Rejected
      • Columns:
        • View – when clicked, opens the students’ Admission Application. (Note: Your user account must have the portal passthrough access rights)
        • Old Or New
        • Student ID
        • Student Name
        • Apply Date
        • Admission Date
        • Curriculum
        • Grade/Year
        • Semester
        • School Year
        • Currency
        • Total
        • Admission ID

Example:

 

A300029: SIS Online Enrollment Approval (NEW)

Description:

This program is used to verify the status of student enrollment applications entered from the A300028: SIS Online Enrollment.

Located At:

Main > Add-In > School Information System > Admissions > SIS Online Enrollment Approval

Initial Tabs, Fields, And Columns:

  • Online Enrollments For Approval (Tab Page)
    • For Branch
    • Curriculum
    • Grade/Year
    • Semester
    • School Year
    • Show Students
      • Options: Old And New, Old Student, or New Student.
    • Show Documents –
      • Options: For Verification or Returned to Applicant.
    • Rows To Retrieve
      • Options: 25, 50, 75, or 100 rows.
    • Filter Results Grid:
      • Buttons:
        • Show More
        • Require Further Verification
        • Application Is Approved
        • Application Is Rejected
      • Columns:
        • View – when clicked, opens the students’ Enrollment Application. (Note: Your user account must have the portal passthrough access rights)
        • Old Or New
        • Student ID
        • Student Name
        • Apply Date
        • Enroll Date
        • Curriculum
        • Grade/Year
        • Semester
        • School Year
        • Currency
        • Total
        • Enrollment ID

Example: