ProDon:Commitment Management (Objective vs Automatic) - Revision history

Jguillemette at 21:13, 23 February 2017

2017-02-23T21:13:35Z

Jguillemette at 20:23, 23 February 2017

2017-02-23T20:23:06Z

Jguillemette at 19:54, 23 February 2017

2017-02-23T19:54:23Z

Jguillemette at 18:23, 23 February 2017

2017-02-23T18:23:11Z

Jguillemette at 15:57, 4 January 2017

2017-01-04T15:57:52Z

Jguillemette: /* Commitment Creation */

2017-01-04T15:52:55Z

‎Commitment Creation

Jguillemette: /* Characteristics tab */

2017-01-04T15:50:18Z

‎Characteristics tab

Jguillemette at 15:47, 4 January 2017

2017-01-04T15:47:30Z

Jguillemette: /* Transaction Charasteristics tab */

2017-01-04T15:45:44Z

‎Transaction Charasteristics tab

Jguillemette: /* Commitment Creation */

2017-01-04T15:28:31Z

‎Commitment Creation

@@ Line 31: / Line 31: @@
 |-
-| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: Allows to select the commitment's client.<br>
+| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: Allows the selection of the commitment's client.<br>
-| width="50%" | <span style="color: rgb(255, 0, 0);">'''B'''</span>: Allows to select the third party client if the option has been activated (See <span style="color: rgb(255, 0, 0);">'''K'''</span>)
+| width="50%" | <span style="color: rgb(255, 0, 0);">'''B'''</span>: Allows the selection of the third party client if the option has been activated (See <span style="color: rgb(255, 0, 0);">'''K'''</span>)
 |-
-| <span style="color: rgb(255, 0, 0);">'''C'''</span>: Allows to choose the commitment type that the user will create. <br>
+| <span style="color: rgb(255, 0, 0);">'''C'''</span>: Allows the choice of the commitment type that the user will create. <br>
-| <span style="color: rgb(255, 0, 0);">'''D'''</span>: Allows to choose the beginning date and the ending date of the commitment.
+| <span style="color: rgb(255, 0, 0);">'''D'''</span>: Allows the choice of the beginning date and the ending date of the commitment.
 |-
-| <span style="color: rgb(255, 0, 0);">'''E '''</span>: Allows to add internal notes about the commitment.
+| <span style="color: rgb(255, 0, 0);">'''E '''</span>: Allows the addition of internal notes about the commitment.
-| <span style="color: rgb(255, 0, 0);">'''F'''</span>: Allows to document the origins that will be assigned to the generated transactions by the commitment.
+| <span style="color: rgb(255, 0, 0);">'''F'''</span>: Allows the documentation of the origins that will be assigned to the generated transactions by the commitment.
 |-
-| <span style="color: rgb(255, 0, 0);">'''G'''</span>: Allows to document the canvasser of the generated transactions by the commitment.
+| <span style="color: rgb(255, 0, 0);">'''G'''</span>: Allows the documentation of the canvasser of the generated transactions by the commitment.
 | <span style="color: rgb(255, 0, 0);">'''H'''</span>: It shows the commitment advancement/progression, including the next instalment date, the targeted objective and the details of the created transaction by the commitment. This is also where the user will be able to end the current commitment.
@@ Line 53: / Line 53: @@
 | <span style="color: rgb(255, 0, 0);">'''I'''</span>: Folder where all the documents linked to this transaction can be put.
-| <span style="color: rgb(255, 0, 0);">'''J '''</span>: Allows to tie up an already done transaction to the current commitment.
+| <span style="color: rgb(255, 0, 0);">'''J'''</span>: Allows an already done transaction to be tied up to the current commitment.
 |-
-| <span style="color: rgb(255, 0, 0);">'''K'''</span>: Allows to activate/deactivate the add a third party client option to the transaction.
+| <span style="color: rgb(255, 0, 0);">'''K'''</span>: Allows the add a third party client option to the transaction to be activated/deactivated.
-| <span style="color: rgb(255, 0, 0);">'''L'''</span>: Allows to do a Mass Mailing of commitment type.
+| <span style="color: rgb(255, 0, 0);">'''L'''</span>: Allows a Mass Mailing of commitment type to be done.
 |-
-| colspan="2" | <span style="color: rgb(255, 0, 0);">'''M'''</span>: Allows to access to the client or to the canvasser file tied to the commitment.
+| colspan="2" | <span style="color: rgb(255, 0, 0);">'''M'''</span>: Allows the client or to the canvasser file tied to the commitment to be accessed.
 |}
@@ Line 74: / Line 74: @@
 |-
-| width="50%" |<span style="color: rgb(255, 0, 0);">'''A'''</span>: Allows to set the frequency and the instalment amount of the commitment.
+| width="50%" |<span style="color: rgb(255, 0, 0);">'''A'''</span>: Allows the frequency and the instalment amount of the commitment to be set.
-| width="50%" |<span style="color: rgb(255, 0, 0);">'''B'''</span>: Allows to choose the payment method used to pay the generated transaction by the commitment.
+| width="50%" |<span style="color: rgb(255, 0, 0);">'''B'''</span>: Allows the selection of the payment method used to pay the generated transaction by the commitment.
 |}
@@ Line 86: / Line 86: @@
 ! colspan="2" |[[File:ProDon5_Commitment_Management_(Objective_vs_Automatic)_006.png]]
 |-
-| width="50%" |<span style="color: rgb(255, 0, 0);">'''A'''</span>: Buttons allowing to add, edit or delete commitment characteristics assign to the commitment.
+| width="50%" |<span style="color: rgb(255, 0, 0);">'''A'''</span>: Buttons allowing the addition, edition or deletion of commitment characteristics assign to the commitment.
 | width="50%" |<span style="color: rgb(255, 0, 0);">'''B'''</span>: Here is the assigned commitment characteristics as well as their details.
@@ Line 93: / Line 93: @@
 === Transaction Characteristics tab ===
-Allows to add, delete and edit the transaction characteristics that you want to assign to the commitment.
+Allows the addition, deletion and edition of the transaction characteristics that can be assigned to the commitment.
 {| class="wikitable" width="25%"
 ! colspan="2" |[[File:ProDon5_Commitment_Management_(Objective_vs_Automatic)_004.png]]
 |-
-| width="50%" |<span style="color: rgb(255, 0, 0);">'''A'''</span>: Buttons allowing to add, edit or delete the commitment transaction characteristics assign to it.
+| width="50%" |<span style="color: rgb(255, 0, 0);">'''A'''</span>: Buttons allowing the addition, edition or deletion of the commitment transaction characteristics assign to it.
 | width="50%" |<span style="color: rgb(255, 0, 0);">'''B'''</span>: Here is the assigned commitment transaction characteristics as well as their details.
@@ Line 120: / Line 120: @@
 ==== <u>Automatic commitment</u> ====
-The transactions linked to automatic commitments will be massively created to a frequency that you can choose. This notion will apply to commitments which does not need any action to trigger the instalment, for example the instalments on the client's payroll or pre-authorized bank transfer.
+The transactions linked to automatic commitments will be massively created to a frequency that can be set by the user. This notion will apply to commitments which does not need any action to trigger the instalment, for example the instalments on the client's payroll or pre-authorized bank transfer.
 {{Footer_ProDon_Version|5}}

@@ Line 68: / Line 68: @@
 === Frequency/Instalment Tab ===
-It is here that you can set the frequency and the instalment amount of the commitment.
+It is here that the frequency and the instalment amount of the commitment can be set.
 {| class="wikitable" width="25%"
@@ Line 81: / Line 81: @@
 === Characteristics tab ===
-Allows to add, delete and edit the characteristics that you want to assign to the commitment.
+Allows the addition, deletion and edition of the characteristics that need to be assigned to the commitment.
 {| class="wikitable" width="25%"

@@ Line 5: / Line 5: @@
 A commitment is an agreement taken between a client and the organization. In ProDon, the commitment refers to this agreement. The commitment notion generally implies several instalments on long term.
-The commitment will allow you to follow and view several notions, such as the commitment total objective, the sum of money given by the client up to this day as well as the projections to come. The commitment itself does not contain money, but it will be used to create the planned transactions according to the agreement.
+The commitment will allow several notions to be followed and viewed, such as the commitment total objective, the sum of money given by the client up to this day as well as the projections to come. The commitment itself does not contain money, but it will be used to create the planned transactions according to the agreement.
 == Commitment Creation  ==
-All commitments are created from a client file. Most of the time, you will create a commitment from the one with whom you have an agreement or from the one that will pay for the commitment.
+All commitments are created from a client file. Most of the time, a commitment will have to be created from the one with whom an agreement was taken or from the one that will pay for the commitment.
 The commitments are divided in 2 types: objective and automatic. For more details, please refer to the sections about the particularities of each type.
@@ Line 36: / Line 36: @@
 |-
-| <span style="color: rgb(255, 0, 0);">'''C'''</span>: Allows to choose the commitment type that you will create. <br>
+| <span style="color: rgb(255, 0, 0);">'''C'''</span>: Allows to choose the commitment type that the user will create. <br>
 | <span style="color: rgb(255, 0, 0);">'''D'''</span>: Allows to choose the beginning date and the ending date of the commitment.
@@ Line 48: / Line 48: @@
 | <span style="color: rgb(255, 0, 0);">'''G'''</span>: Allows to document the canvasser of the generated transactions by the commitment.
-| <span style="color: rgb(255, 0, 0);">'''H'''</span>: It shows the commitment advancement/progression, including the next instalment date, the targeted objective and the details of the created transaction by the commitment. This is also where you will be able to end the current commitment.
+| <span style="color: rgb(255, 0, 0);">'''H'''</span>: It shows the commitment advancement/progression, including the next instalment date, the targeted objective and the details of the created transaction by the commitment. This is also where the user will be able to end the current commitment.
 |-
-| <span style="color: rgb(255, 0, 0);">'''I'''</span>: Folder where you can put all the documents linked to this transaction.
+| <span style="color: rgb(255, 0, 0);">'''I'''</span>: Folder where all the documents linked to this transaction can be put.
 | <span style="color: rgb(255, 0, 0);">'''J '''</span>: Allows to tie up an already done transaction to the current commitment.

@@ Line 4: / Line 4: @@
 == Introduction  ==
-A commitment is an agreement taken between a client and you. In ProDon, the commitment refers to this agreement. The commitment notion generally implies several instalments on long term.
+A commitment is an agreement taken between a client and the organization. In ProDon, the commitment refers to this agreement. The commitment notion generally implies several instalments on long term.
 The commitment will allow you to follow and view several notions, such as the commitment total objective, the sum of money given by the client up to this day as well as the projections to come. The commitment itself does not contain money, but it will be used to create the planned transactions according to the agreement.

@@ Line 43: / Line 43: @@
 | <span style="color: rgb(255, 0, 0);">'''E '''</span>: Allows to add internal notes about the commitment.
-| <span style="color: rgb(255, 0, 0);">'''F'''</span>: Allows to document the origins that will be assign to the generated transactions by the commitment.
+| <span style="color: rgb(255, 0, 0);">'''F'''</span>: Allows to document the origins that will be assigned to the generated transactions by the commitment.
 |-
@@ Line 86: / Line 86: @@
 ! colspan="2" |[[File:ProDon5_Commitment_Management_(Objective_vs_Automatic)_006.png]]
 |-
-| width="50%" |<span style="color: rgb(255, 0, 0);">'''A'''</span>: Button allowing to add, edit or delete the commitment characteristics assign to it.
+| width="50%" |<span style="color: rgb(255, 0, 0);">'''A'''</span>: Buttons allowing to add, edit or delete commitment characteristics assign to the commitment.
 | width="50%" |<span style="color: rgb(255, 0, 0);">'''B'''</span>: Here is the assigned commitment characteristics as well as their details.
@@ Line 98: / Line 98: @@
 ! colspan="2" |[[File:ProDon5_Commitment_Management_(Objective_vs_Automatic)_004.png]]
 |-
-| width="50%" |<span style="color: rgb(255, 0, 0);">'''A'''</span>: Button allowing to add, edit or delete the commitment transaction characteristics assign to it.
+| width="50%" |<span style="color: rgb(255, 0, 0);">'''A'''</span>: Buttons allowing to add, edit or delete the commitment transaction characteristics assign to it.
 | width="50%" |<span style="color: rgb(255, 0, 0);">'''B'''</span>: Here is the assigned commitment transaction characteristics as well as their details.

@@ Line 11: / Line 11: @@
 All commitments are created from a client file. Most of the time, you will create a commitment from the one with whom you have an agreement or from the one that will pay for the commitment.
-The commitments are divided in 2 types: objective and automatic. For more details, please refer to the sections about the particularities of each types.
+The commitments are divided in 2 types: objective and automatic. For more details, please refer to the sections about the particularities of each type.
 <br>
 {| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"

@@ Line 92: / Line 92: @@
 |}
-=== Transaction Charasteristics tab ===
+=== Tasks tab ===
 {| class="wikitable" width="25%"
 ! colspan="2" |[[File:ProDon5_Commitment_Management_(Objective_vs_Automatic)_005.png]]