ProDon:Configuration of a Word Type Receipt (Version 4)
| Configuration of a Word Type Receipt (Version 4) |
CAUTION: This document is for VERSION 4 of ProDon. To get to the version 5 document, click here.
Introduction
The Word receipt is complying with the CRA (Canada Revenue Agency) and with the Canadian standards at the time of the delivery of the software. This receipt is a Word document customized with the trainer in accordance with requests. Since it is a Word document, the customizability options are infinite. On the other hand, this type of receipt is not updated by Logilys, so it is important to update it in accordance with the Canadian standards. You also have to take into consideration the fact this type of document is generally more complex than a standard Word document and that you need to have a certain mastery of Word to update it. Finally, since this receipt uses Word, it is slower to produce than the standard receipt.
General Configuration of the Receipt
NOTE: Before proceeding with the configuration of the receipt type, you need to perform the general configuration.
To configure a standard type receipt, consult this procedure.
Configuration of a Word Type Receipt
This type of receipt is created from the "Master document management". Although it is a standard Word document, it is often necessary to use Word's advanced functions to create it. For example, you need to indicate to the receipt when to display the mention "Advantage" and when to hide it.
To know where to consult, modify or create Word receipt templates, go to the "Master document management", then to the "Receipt" tab (see letter J of the section "Presentation of the Management Screen" of the "Master document management" procedure).
CAUTION: Usually, only the user "Supervisor" has access to the "Receipt" tab of the "Master document management".
For more information concerning the creation or modification of a master document, consult the "Master document management" procedure.
Selection of a Word Type Receipt
When the document is created, it is possible to select it in the "Receipt" tab of the organization settings.
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To do so, from the software home page, click on the "Configuration" menu, then "Organizations". Select the organization for which the receipts must be generated, then the "Edit/View the organization settings" window opens, go to the "Receipt" tab. | |
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A: Select the type of receipt to be generated. |
B: Click on the |
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After clicking on the | |
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C: Select the "Word" type. |
D: Select the master document created earlier. |
To generate the receipts, consult the "Processing Receipts to be Issued" procedure.
Document name: ProDon:Configuration of a Word Type Receipt (Version 4)
Version : 4.6.5.11
