Difference between revisions of "ProDon:Processing Documents to be Issued (version 4)"

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{{Header_ProDon | | 4.6.5.13 | Nadia Carrier | | 2011/10/04 }}<br>  
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{{Header_TOC}}<br>  
  
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== Introduction  ==
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'''<u>CAUTION</u>''': This document is for '''''Prodon''''' 4. To view version 5 document, [[ProDon:Processing_Documents_to_be_Issued|click here]].
  
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Following the transfer of transactions, it is possible to issue the document linked to the transactions, such as thank-you letters. The processing of documents is done from the "Batch processing: Documents". It is possible to issue them either in part, by conducting a [[Common_functions:Search_bar|search]]or making a [[Common_functions:Filter_Data_(Queries)|filter]], or in whole.
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<br>
  
  
  
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In order for a document to be issued following the transfer of a transaction, the [[ProDon:Donation_occasion_management#Documents_2|document to be issued]] must have been chosen in the [[ProDon:Donation_occasion_management|donation occasion configuration]]. Once the document is checked in the donation occasion configuration, the document to be issued will automatically be in the "Batch processing: Documents", in the transfer of the transactions linked to the donation occasion.
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== Introduction ==
 +
Following the transfer of transactions, it is possible to issue documents linked to transactions, such as thank-you letters. The processing of documents is done from the "Batch processing: Documents". It is possible to issue them either in part by conducting a [[Common functions:Search Bar|search]] or making a [[Common functions:Filter Data (Queries)|filter]], or in whole.  
  
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== Diagram ==
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<br>
 +
 
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In order for a document to be issued following the transfer of a transaction, the document to be issued must have been chosen in the [[ProDon:Donation Occasion Management|donation occasion configuration]]. Once the document is checked in the donation occasion configuration, the document to be issued will automatically be in the "Batch processing: Documents", when transferring the transactions linked to the donation occasion.
  
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== Diagram  ==
  
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[[Image:Schéma traitement documents émettre 001.png]]<br>
  
 
== Processing Documents to be Issued  ==
 
== Processing Documents to be Issued  ==
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
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'''CAUTION: '''Before starting, close '''''Word''''', if applicable.  
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'''CAUTION: '''Before starting, close '''''Word''''', if necessary.  
  
 
|-
 
|-
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''The "Reprint" tab contains the list of documents to reprint. In a previous printing, if the documents have not been successfully printed, they are moved to this tab, which allows reprinting.  
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''The "Reprint" tab contains the list of documents to reprint. If the documents have not been successfully printed in a previous printing, they are moved to this tab, which allows reprinting.  
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''It is therefore possible to create an active list of documents to be issued by conducting a [[Common_functions:Search_bar|search]] or making a [[Common_functions:Filter_Data_(Queries)|filter]], so that only the documents part of the active list would be generated.  
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''It is possible to create an active list of documents to be issued by conducting a [[Common functions:Search Bar|search]] or making a [[Common functions:Filter Data (Queries)|filter]], so that only the documents part of the active list are generated.  
  
 
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| width="50%" |  
 
| width="50%" |  
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'''NOTE: '''In order for the documents to be in the "Transferred transactions" or the "Pending transactions" tabs, the options <span style="color: rgb(255, 0, 0);">'''K'''</span> and '''<span style="color: rgb(255, 0, 0);">L</span>''' of the [[ProDon:Master_Document_Management#Main_Screen|"Main screen"]] part of the [[ProDon:Master_Document_Management|"Master document management"]] document have to be checked. Depending on the checked option, the document will be in the right tab.  
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'''NOTE: '''In order for the documents to be in the "Transferred transactions" or the "Pending transactions" tabs, the options <span style="color: rgb(255, 0, 0);">'''K'''</span> and '''<span style="color: rgb(255, 0, 0);">L</span>''' of the [[ProDon:Master Document Management#Main_Screen|"Main Screen"]] that is part of the [[ProDon:Master Document Management|"Master document management"]] document have to be checked. Depending on the checked option, the document will be in the right tab.  
  
 
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| colspan="2" |  
 
| colspan="2" |  
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After clicking on the [[Image:Button Transfer the transactions.png]] button, the "generate documents" window opens.  
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After clicking on the [[Image:Button Transfer the transactions.png]] button, the "Generate documents" window opens.  
  
 
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|-
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| colspan="2" | [[Image:Processing_Documents_003.png]]
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| colspan="2" | [[Image:Processing Documents 003.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Generates all the documents from the current list.
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Generates all documents in the current list.  
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Generates the document of the selected transaction only.
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Generates the document of the selected transaction only.  
  
 
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|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''If this box is checked, the documents addressed to the clients excluded from [[ProDon:Mass_mailing|mass mailing]] will be generated as well.
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''If this box is checked, the documents addressed to the clients excluded from [[ProDon:Mass Mailing|mass mailing]] will be generated as well.  
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to print the documents directly, without prior verification. This option is not recommended since it is preferable to check the documents in the first place.
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to print the documents directly, without prior verification. This option is not recommended since it is preferable to first verify the documents.  
  
 
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|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''Allows you to open the documents in the editor, before printing them manually from the editor. This option is strongly recommended.
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''Allows you to open the documents in the editor, before printing them manually from the editor. This option is strongly recommended.  
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">F: </span>'''When the wanted options are checked, click on the "[[Image:Button_Word.png]] Generate the documents" button.
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'''<span style="color: rgb(255, 0, 0);">F: </span>'''When the wanted options are checked, click on the "[[Image:Button Word.png]] Generate the documents" button.  
  
 
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|-
 
| colspan="2" |  
 
| colspan="2" |  
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'''NOTE: '''It is not required to save the result of the merge, because it is possible to generate it again. If it is absolutely necessary to save the documents, it is very important to "Save as" so that the master document remains accessible for further fusions.
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'''NOTE: '''It is not required to save the result of the merge, because it is possible to generate it again. If it is absolutely necessary to save the documents, it is very important to "Save as..." so that the master document remains accessible for further merges.  
  
 
|}
 
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<br>  
 
<br>  
  
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If the option "Open in editor" had previously been checked, verify the documents. Then if they are all generated, print them manually.
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If the option "Open in editor" had previously been checked, verify the documents. Then if they are all generated, print them manually.  
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<br>
  
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 539px; height: 258px;"
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 539px; height: 258px;"
 
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|-
 
|  
 
|  
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After clicking on "[[Image:Button_Word.png]] Generate the documents", the following window opens in '''''ProDon'''''. After checking the printed documents, click on one of these three options in order to confirm if the documents have been printed successfully or to allow later reprint.
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After clicking on "[[Image:Button Word.png]]Generate", the following window opens in '''''ProDon'''''. After verifying the printed documents, click on one of these three options in order to confirm if the documents have been printed successfully or to allow later reprint.  
  
 
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|-
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| [[Image:Processing_Documents_004.png]]
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| [[Image:Processing Documents 004.png]]
 
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|-
 
|  
 
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Click on "[[Image:Button_Check_mark_Confirm.png]] Yes", if all the documents have been printed successfully. They will then be removed from the list of documents to be issued.
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Click on "[[Image:Button Check mark Confirm.png]] Yes", if all the documents have been printed successfully. They will then be removed from the list of documents to be issued.  
  
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Click on "[[Image:Button_cancel.png]] No", if the documents have not all been printed successfully. They will be moved to "Reprint" tab, it will then be possible to reprint them.
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Click on "[[Image:Button cancel.png]] No", if the documents have not all been printed successfully. They will be moved to "Reprint" tab, it will then be possible to reprint them.  
  
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Click on "[[Image:Bouton_annuler.png]] Cancel", if the documents have not all been printed successfully or simply to reprint them later. They will then remain in the list of documents to be issued.
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Click on "[[Image:Bouton annuler.png]] Cancel", if the documents have not all been printed successfully or simply to reprint them later. They will then remain in the list of documents to be issued.  
  
 
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<br>  
 
<br>  
  
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{{Footer_ProDon}}
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{{Footer_ProDon_Version|4.7.3.4}}<br>

Latest revision as of 13:53, 17 May 2019

Processing Documents to be Issued (version 4)

CAUTION: This document is for Prodon 4. To view version 5 document, click here.



Introduction

Following the transfer of transactions, it is possible to issue documents linked to transactions, such as thank-you letters. The processing of documents is done from the "Batch processing: Documents". It is possible to issue them either in part by conducting a search or making a filter, or in whole.


In order for a document to be issued following the transfer of a transaction, the document to be issued must have been chosen in the donation occasion configuration. Once the document is checked in the donation occasion configuration, the document to be issued will automatically be in the "Batch processing: Documents", when transferring the transactions linked to the donation occasion.

Diagram

Schéma traitement documents émettre 001.png

Processing Documents to be Issued

To proceed with the printing of the documents to be issued, go to "Batch processing: Documents".

To do so, from the software home page, click on the "Batch processing" menu, then select "Documents".

Processing Documents 001.png


After clicking on "Documents", the "Batch processing: Documents" window opens.

Processing Documents 002.png

CAUTION: Before starting, close Word, if necessary.

A: The "Transferred transactions" tab contains the list of documents for which the transaction has been transferred.

B: The "Pending transactions" tab contains the list of documents for which the transaction has not been transferred yet.

C: The "Reprint" tab contains the list of documents to reprint. If the documents have not been successfully printed in a previous printing, they are moved to this tab, which allows reprinting.

D: It is possible to create an active list of documents to be issued by conducting a search or making a filter, so that only the documents part of the active list are generated.

E: After preparing the active list in the chosen tab, click on the Button Generate transfer.png button.

NOTE: In order for the documents to be in the "Transferred transactions" or the "Pending transactions" tabs, the options K and L of the "Main Screen" that is part of the "Master document management" document have to be checked. Depending on the checked option, the document will be in the right tab.


After clicking on the Button Transfer the transactions.png button, the "Generate documents" window opens.

Processing Documents 003.png

A: Generates all documents in the current list.

B: Generates the document of the selected transaction only.

C: If this box is checked, the documents addressed to the clients excluded from mass mailing will be generated as well.

D: Allows you to print the documents directly, without prior verification. This option is not recommended since it is preferable to first verify the documents.

E: Allows you to open the documents in the editor, before printing them manually from the editor. This option is strongly recommended.

F: When the wanted options are checked, click on the "Button Word.png Generate the documents" button.

NOTE: It is not required to save the result of the merge, because it is possible to generate it again. If it is absolutely necessary to save the documents, it is very important to "Save as..." so that the master document remains accessible for further merges.


If the option "Open in editor" had previously been checked, verify the documents. Then if they are all generated, print them manually.


After clicking on "Button Word.pngGenerate", the following window opens in ProDon. After verifying the printed documents, click on one of these three options in order to confirm if the documents have been printed successfully or to allow later reprint.

Processing Documents 004.png

Click on "Button Check mark Confirm.png Yes", if all the documents have been printed successfully. They will then be removed from the list of documents to be issued.

Click on "Button cancel.png No", if the documents have not all been printed successfully. They will be moved to "Reprint" tab, it will then be possible to reprint them.

Click on "Bouton annuler.png Cancel", if the documents have not all been printed successfully or simply to reprint them later. They will then remain in the list of documents to be issued.



Document name: ProDon:Processing Documents to be Issued (version 4)
Version : 4.7.3.4


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