Memorandum:
TO : CC MJ
Date: December 8, 2014
Happy Immaculate Concepcion.
Hand in hand (companion) with the new PPA is a an improved Daily Abstract portal which is used to encode the daily transaction. This too hall be the platform too once we have the memorial plan:
1.The daily abstract shall contain the following:
1. #OR number
2. Customers name and data (or account #)
3 Amount
4 Credits:
Plot principal
Interest
Funds:
PC
VAT
IF
4. PPA #
5. Lot Number; block number
It must generate reports that are basis for updating:
1. Cash Receipt book
2 Joint Venture sharing
3. Master List
4. Lot inventory
5. Funds summary for collection by Majorem
6. Collection for the day?period
7. Sales for the day/period
We will need a another module to encode the details for the customer
Name address, contact number, email,
Birthday,
Anniversay
Age
Insureable/not insureable
Amount
DP
balance
Payment modality and MA
PPA contract number
Date of contract
Payment due
Maturity of contract
Such shall be used for generating ID for the customer, possibly with picture.
Such a system must update the 3ffb via dropbox. or any other free software.
Cynthia, MJ, can this be done in house?
Jorge S
