Manage Data in Codejig ERP. Data Classes and Data Files

In Codejig ERP, you can enter, store, display, modify, delete, export or import data which will be further processed by the system according to its implemented/internal logic.  
 
The system enables you to manage all your data in the form of data files created within Codejig data classes.
 
Four types of data classes are distinguished in Codejig ERP:
 
  • Document
  • Directory
  • Journal 
  • Report

Each section of Codejig ERP represents a certain data class. For example, in the Sales module, all sections, except the Invoice generator, the Export invoices and the Customer, belong to the Document data class. Therefore, such sections are also named documents throughout the documentation. The other three sections represent the Directory data class. Thus, they are referred to as directories across the documentation. 

You can create multiple data files within data classes. Data classes define major features of data files, their role in the system and determine how Codejig ERP manage and keep record of such data files.

Data files created within the Document data class can be posted as journal entries to various system journals and the Transaction journal. They result in accounting transactions that have an impact on financial statements of your business. Data files created within the Document data class are generically called documents. For example, invoices, sales orders and purchase invoices are documents.
 
Data files created within the Directory data class do not have any accounting impact as they cannot be posted. Throughout the documentation, such data files are referred to as records. All data that is important for running your business but does not have to impact your bookkeeping and accounting processes is added in Codejig ERP as records. For example, business partners, banks, currencies and inventory items are added as records to the system.
 
All system journals represent the Journal data class. Data files created within the Journal data class are named journal entries. You do not create journal entries manually. They are made to journals automatically when you post documents. Journal entries represent transactions triggered by documents and record certain information about those transactions in system journals. The system processes accounting data exclusively based on existing journal entries. 
 
All system reports available in the Reports module represent the Report data class. The distinguishing feature of the Report data class is that after generating a report you cannot save the data in it. You can only save the defined parameters and customizations. Thus data files created within the Report data class do not fully fall under the classic definition of the report. They are rather patterns based on which reports can be generated. Anyway, throughout the documentation, such data files are referred to as reports. Reports fetch data from system journals.  
 
To sum up, the following types of data files are distinguished in Codejig ERP:
 
  • Documents
  • Records
  • Journal entries
  • Reports
 
Either type of data file is managed similarly, except for posting option/functionality that is available only for documents.
 
The terms document, directory, journal, report, record and journal entry are used across documentation articles while describing the purpose and capabilities of different parts of the system.
 
 
More information
Reports