Difference between revisions of "ProDon:Period Management"

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== Period management  ==
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{{Header_TOC}}<br>
  
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{{Header_ProDon | 3 | 4.6.5.5 | Louis-Sébastien Garneau | Jessy Fontaine | 2008/10/10 }}
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'''<u>CAUTION</u>''' : This document is for '''VERSION''' '''5''' of '''''Prodon'''''. To go to the document for version 4, [[Common functions:Period Management (version 4)|click here]]. <br><br><br>
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== Introduction  ==
  
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=== Introduction ===
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Period management is a way to configure a period of time (e.g. the fiscal year or a trimester of an organization). When the periods are configured, it is possible to see the summaries for each period in the " Client " files as well as in " Analysis &amp; History ". Furthermore, these summaries can be used to produce reports and customized lists in relation to these specific periods.
  
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Period management is a way to configure a period of time (e.g. the accounting period or a quarter of an organization). When the periods are configured, it is possible to see the summaries for each period in the "Client" files as well as in "Analysis &amp; History". Moreover, these summaries can be used to produce reports and customized lists, in relation to these specific periods.
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== Creating a Period ==
  
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=== Add a period  ===
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{| class="wikitable"
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|-
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|From the main page of the software, first click on " Configuration ", " Accounting " and then on " [[Image:Bouton période.png]] Periods ".
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|-
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|[[File:Prodon5 Period Management 001.png|553x553px]]
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|}
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{| class="wikitable" cellspacing="1" cellpadding="1" border="1" style="width: 524px; height: 449px;"
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| colspan="2" |The period management window opens up, it is now possible to:
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|-
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| colspan="2" | [[File:Prodon5 Period Management 002.png|frameless|655x655px]]
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''A: '''</span>Add, Edit/View or Remove periods.
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''B:'''</span><span style="color: rgb(255, 0, 0);"></span>View the list of existing periods.
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|}
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<br>
  
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In the software main menu, first click on "Configuration", then on "&nbsp; Period".  
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{| class="wikitable" cellspacing="1" cellpadding="1" border="1" style="width: 407px; height: 531px;"
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|-
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| colspan="2" |
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By clicking on the [[Image:Button add plus.png]] button, the following window opens up; 
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This is an example when adding a new fiscal year.
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|-
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| colspan="2" | [[File:Prodon5 Period Management 003.png]]
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows you to assign an abbreviated code name to the period.
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''B: '''</span>Allows you to assign a complete name to the period.
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|-
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|<span style="color: rgb(255, 0, 0);">'''C:'''</span> Is the interval covered by the period. The " Start " field allows you to enter the start date of the period and the " End " field allows you to enter the end date of the period.
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|<span style="color: rgb(255, 0, 0);">'''D: '''</span>Two periods having the " Fiscal year " box checked can not overlap. The second Fiscal year will absolutely have to start after the end of the first one.  
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|}
  
 
<br>  
 
<br>  
  
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The period management window opens up, it is then possible to:
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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|
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This is an example when adding a trimester.
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|-
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| [[File:Prodon5 Period Management 004.png]]
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|-
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|
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<span style="color: rgb(255, 0, 0);">'''A: '''</span>Even if the dates of the trimester overlap the dates of the fiscal year, it is still possible to add this new period since the " Fiscal year " box is not checked.
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|}
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<br>
  
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{| width="50%" cellspacing="1" cellpadding="1" border="1"
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
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| colspan="2" |
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| [[File:Prodon5 Period Management 005.png]]
 
|-
 
|-
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| '''A:''' Add, edit or delete periods.
 
 
|  
 
|  
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'''B:''' View the list of the existing periods.
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Here is the error message that appears when the dates of a new period overlap the dates of an fiscal year.  
  
 
|}
 
|}
  
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=== View the summaries by period ===
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== View the Summaries by Period  ==
  
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=== Use of a period ===
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=== In a Client File  ===
  
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{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 533px; height: 339px;"
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|-
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| colspan="2" | [[File:Prodon5 Period Management 006.png|frameless|1228x1228px]]
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''A: '''</span>Go in the " Summary " tab of any client file.
  
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> This is the lifetime total of all of the client's transactions.
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|-
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| colspan="2" width="50%" |
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> View the client's transactions cumulative for each period.
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|}
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=== In "Analysis &amp; History"  ===
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It is also possible to view a summary by period in " Analysis &amp; History ".<br>
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{| class="wikitable" cellspacing="1" cellpadding="1" border="1" style="width: 532px; height: 327px;"
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|-
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| colspan="2" | [[File:Prodon5 Period Management 007.png|820x820px]]
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> To display the analysis summaries, click on " [[Image:Bouton afficher sommaire analyse.png]] " to display/hide analysis summaries.
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''B: '''</span>To display the analysis summaries by period, select " Period " in the drop-down list.
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|-
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| colspan="2" width="50%" |
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> View the list of summaries by period.
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|}
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== Use of a Period<br>  ==
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=== In a Report<br>  ===
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The created periods will also be available when you produce reports.
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" | [[File:Prodon5 Period Management 008.png|725x725px]]
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Select the report to be issued (e.g. a donation occasion results).
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''B: '''</span>Click on " [[File:Button Print Report.png]] Generate ".
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|}
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<br>
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{| cellspacing="1" cellpadding="1" border="1" style="width: 392px; height: 519px;" class="wikitable"
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|-
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| colspan="2" | [[File:Prodon5 Period Management 009.png]]
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Choose if you want to filter on only one occasion or on all of the occasions.
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> Choose the wanted donation occasion.&nbsp;
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Filter on the transaction date.
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> Choose a period from the drop-down menu.
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|-
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| colspan="2" |<span style="color: rgb(255, 0, 0);">'''E:'''</span> The start and end dates corresponding to the chosen period are automatically entered in the appropriate boxes.
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|}
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=== In a Customized List  ===
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The periods can also be used in the [[ProDon:Customized Lists|" Customized Lists "]] by donations criteria (dynamic and static lists). 
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{| class="wikitable"
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![[File:Prodon5 Period Management 010.png|533x533px]]
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|}
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<br>
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<br>
  
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{{Footer_ProDon}}
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{{Footer_ProDon_Version|5.0.5}}<br>

Latest revision as of 14:49, 24 July 2018

Period Management

CAUTION : This document is for VERSION 5 of Prodon. To go to the document for version 4, click here.


Introduction

Period management is a way to configure a period of time (e.g. the fiscal year or a trimester of an organization). When the periods are configured, it is possible to see the summaries for each period in the " Client " files as well as in " Analysis & History ". Furthermore, these summaries can be used to produce reports and customized lists in relation to these specific periods.

Creating a Period

From the main page of the software, first click on " Configuration ", " Accounting " and then on " Bouton période.png Periods ".
Prodon5 Period Management 001.png
The period management window opens up, it is now possible to:
Prodon5 Period Management 002.png

A: Add, Edit/View or Remove periods.

B:View the list of existing periods.


By clicking on the Button add plus.png button, the following window opens up;

This is an example when adding a new fiscal year.

Prodon5 Period Management 003.png

A: Allows you to assign an abbreviated code name to the period.

B: Allows you to assign a complete name to the period.

C: Is the interval covered by the period. The " Start " field allows you to enter the start date of the period and the " End " field allows you to enter the end date of the period. D: Two periods having the " Fiscal year " box checked can not overlap. The second Fiscal year will absolutely have to start after the end of the first one.


This is an example when adding a trimester.

Prodon5 Period Management 004.png

A: Even if the dates of the trimester overlap the dates of the fiscal year, it is still possible to add this new period since the " Fiscal year " box is not checked.


Prodon5 Period Management 005.png

Here is the error message that appears when the dates of a new period overlap the dates of an fiscal year.

View the Summaries by Period

In a Client File

Prodon5 Period Management 006.png

A: Go in the " Summary " tab of any client file.

B: This is the lifetime total of all of the client's transactions.

C: View the client's transactions cumulative for each period.

In "Analysis & History"

It is also possible to view a summary by period in " Analysis & History ".

Prodon5 Period Management 007.png

A: To display the analysis summaries, click on " Bouton afficher sommaire analyse.png " to display/hide analysis summaries.

B: To display the analysis summaries by period, select " Period " in the drop-down list.

C: View the list of summaries by period.

Use of a Period

In a Report

The created periods will also be available when you produce reports.

Prodon5 Period Management 008.png

A: Select the report to be issued (e.g. a donation occasion results).

B: Click on " Button Print Report.png Generate ".


Prodon5 Period Management 009.png

A: Choose if you want to filter on only one occasion or on all of the occasions.

B: Choose the wanted donation occasion. 

C: Filter on the transaction date.

D: Choose a period from the drop-down menu.

E: The start and end dates corresponding to the chosen period are automatically entered in the appropriate boxes.

In a Customized List

The periods can also be used in the " Customized Lists " by donations criteria (dynamic and static lists).

Prodon5 Period Management 010.png



Document name: ProDon:Period Management
Version : 5.0.5


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