Difference between revisions of "ProDon:Origin Code Management"
(→Origin Code Management) (Tag: Visual edit) |
|||
| (23 intermediate revisions by 4 users not shown) | |||
| Line 1: | Line 1: | ||
| − | {{ | + | {{Header_TOC}} |
| + | <br> | ||
| − | + | <br> | |
| + | == Introduction == | ||
| + | The origin code management allows you to create the origin codes necessary in the database. Actually, the origin codes allow you to group donation transaction and beneficiary transaction types. (e.g. donation, fundraising activities, grant, volunteer work hours, etc.). | ||
| − | + | '''NOTE: '''If the [[ProDon:Beneficiaries Module|" Beneficiaries Module "]] is active, you have to create origin codes for donation transactions and beneficiary transactions. | |
| + | == Origin Code Management == | ||
| + | To add or modify origin codes, you must first go to the " Origin Code Management ". | ||
| − | {| | + | {| class="wikitable" width="446" cellspacing="1" cellpadding="1" border="1" |
|- | |- | ||
| | | | ||
| + | To do so, from the software home page, click on the " Transactions " menu and then select " Origins ". | ||
| + | |||
|- | |- | ||
| − | | | + | | [[File:Prodon5 Origin Code Management 001.png]] |
|} | |} | ||
| + | <br> | ||
| − | + | {| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | |
| − | {| | ||
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
| + | After clicking on " Origins ", this window opens up. | ||
| + | |||
|- | |- | ||
| − | | colspan="2" | | + | | colspan="2" | [[File:PRodon5 Origin Code Management 002.png|516x516px]] |
|- | |- | ||
| − | | | + | |'''<span style="color: rgb(255, 0, 0);">A: </span>'''The [[Image:Button add plus.png]] button allows you to create a new origin code. To learn how to fill out the addition or editing of an origin code window, [[ProDon:Origin Code Management#Add_.2F_Edit_an_Origin_Code|click here]]. |
| − | | | + | |'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button Edit.png]] button allows you to modify an origin code from the list in <span style="color: rgb(255, 0, 0);">'''D'''</span>. To learn how to fill in the addition or editing of an origin code window, [[ProDon:Origin Code Management#Add_.2F_Edit_an_Origin_Code|click here]]. |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
| + | '''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete an origin code from the list in <span style="color: rgb(255, 0, 0);">'''D'''</span>. | ||
| + | |||
| width="50%" | | | width="50%" | | ||
| + | '''<span style="color: rgb(255, 0, 0);">D: </span>'''It is a list of all the existing origin codes in '''''Prodon'''''. | ||
| + | |||
|} | |} | ||
| + | <br> | ||
| + | === Add / Edit an Origin Code === | ||
| − | + | {| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | {| | ||
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
| + | After clicking on the [[Image:Button add plus.png]] or [[Image:Button Edit.png]] button, this window opens up. | ||
| + | |||
|- | |- | ||
| − | | colspan="2" | | + | | colspan="2" | [[File:Prodon5 Origin Code Management 003.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
| + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Enter the name of the origin code that will be visible in '''''Prodon'''''. | ||
| + | |||
| width="50%" | | | width="50%" | | ||
| + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the " [[Image:Button Check mark Confirm.png]] Confirm edit " button. | ||
| + | |||
|} | |} | ||
| − | |||
| − | |||
<br> | <br> | ||
| − | |||
| − | |||
<br> | <br> | ||
| − | {{ | + | {{Footer_ProDon_Version|5.0.5}}<br> |
Latest revision as of 13:42, 10 August 2018
| Origin Code Management |
Introduction
The origin code management allows you to create the origin codes necessary in the database. Actually, the origin codes allow you to group donation transaction and beneficiary transaction types. (e.g. donation, fundraising activities, grant, volunteer work hours, etc.).
NOTE: If the " Beneficiaries Module " is active, you have to create origin codes for donation transactions and beneficiary transactions.
Origin Code Management
To add or modify origin codes, you must first go to the " Origin Code Management ".
|
To do so, from the software home page, click on the " Transactions " menu and then select " Origins ". |
|
|
After clicking on " Origins ", this window opens up. | |
| |
A: The  button allows you to create a new origin code. To learn how to fill out the addition or editing of an origin code window, click here.
|
B: The  button allows you to modify an origin code from the list in D. To learn how to fill in the addition or editing of an origin code window, click here.
|
|
C: The |
D: It is a list of all the existing origin codes in Prodon. |
Add / Edit an Origin Code
|
After clicking on the | |
| |
|
A: Enter the name of the origin code that will be visible in Prodon. |
B: Click on the " |
Document name: ProDon:Origin Code Management
Version : 5.0.5
