Difference between revisions of "ProDon:Entering a commitment by objective"
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Revision as of 14:21, 10 January 2017
| Entering a commitment by objective |
Introduction
The commitments by objective are really interesting for the clients that wish to commit themselves to something more accommodating. This type of commitment needs more actions for the instalments, but it gives a greater freedom. Usually, the client commits to give you an amount of money, but they cannot tell you when you will fully have it.
Entering a commitment by objective
The transactions linked to commitment by objective are created when getting a payment. This notion applies to commitments needing an action such as processing a cheque.
General
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| A: All transactions that will be linked to a commitment must be in the specified interval. Since it is common to get the first instalment prior to the official beginning date or the last instalment a bit late, it is frequent to indicate a higher/longer date interval than the ones officially set. | B: In a commitment by objective, the linking is not necessary. This information will be used as default values for the transactions created by the commitment, but all information may be changed if needed. |
C: This section displays the planned instalments and their status. See section "Instalments" for more information. The  button allows to generate instalments by frequency or by calendar. The  button allows to manually create instalments.
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D: This information will be used only as default value in the transactions that will be created by the instalments. The payment method is not required for the commitment by objective. The most frequent payment method is the cheques, credit card where you contact the client or the space is left blank for later. |
Instalments
There are 3 methods for creating instalments in a commitment by objective: by frequency, by calendar or manually.
Instalment by frequency
This option is used to plan instalments and/or regular amount to be received from the client.
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| A: This indicates the amount of the instalments to be created. | B: This indicates the date of the first instalment to be generated.
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| C: An instalment will be created for each day checked if the frequency is at each week, at the first of each month or at the last day of each month. | D: In the dynamic menu, options every day,every month and every year are also available. |
| E: Indicate the quantity of instalments to create in the box and click on the "Generate" button to produce the list in H. | F: Allows to remove manually an instalment from the list in H. |
| G: Allows to clear the list in H. | H: Display a list of all instalments generated bu the button in E. |
By calendar
This method is used for instalments with variable intervals. For example: $20 on January 12th, $30 on March 15th and $15 on October 2nd.
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| A: Indicate the amount of the instalment. | B: By double-clicking on a date, an instalment will be created in the list in E |
| C: Allows to manually remove an instalment from the list in E | D: Allows to clear the list in E |
| E: Display the list of all instalments created in B | |
Manually
This option is used when you must create all instalments manually.
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| A: Allows to indicate the amount and the date of an instalment. | B: At the creation, the status should always be unprocessed. It will be possible to come back to this window to cancel an instalment if needed. |
Document name: ProDon:Entering a commitment by objective
Version : 5.0.3.1
