Difference between revisions of "ProDon:Commitment Management (Objective vs Automatic)"

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(→‎Presentation of common elements between the 2 commitment types (Main information and "Progression" tab) Présentation des éléments communs aux 2 types d'engagements (Information principale et onglet Progression))
 
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== Introduction  ==
 
== Introduction  ==
  
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A commitment is an agreement taken with you and a client. 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 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.  
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Un engagement est une entente prise par un client envers vous. L’engagement dans ProDon représente cette entente. La notion d’engagement implique généralement plusieurs versements sur une longue échéance.
 
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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 until this day as well as the projections to come.  
 
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L’engagement vous permettra de suivre et consulter plusieurs notions, notamment l’objectif total de l’engagement, les sommes versées par le client à ce jour ainsi que les prévisions à venir.
 
−
 
 
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The commitment itself does not contain money, but il will be used to create the planned transactions according to the agreement. L’engagement lui-même ne contient pas d’argent, mais il servira à créer les transactions prévues selon l’entente.
 
  
 
== Commitment Creation  ==
 
== Commitment Creation  ==
  
−
Tous les engagements sont créés à partir d’une fiche client; généralement, de celui qui a pris l'entente ou encore du payeur prévu pour l’engagement.  
+
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.  
  
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Les engagements sont répartis en 2 types&nbsp;: objectif et automatique. Vous trouverez plus bas dans cette section les explications des différences entre ceux-ci<br>
+
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>  
−
All commitments are created from a client file. Most of the time, you will create the commitment from the one with whom you have an agreement or from the one that will pay for the commitment.
 
−
 
 
−
Tous les engagements sont créés à partir d’une fiche client; généralement, de celui qui a pris l'entente ou encore du payeur prévu pour l’engagement.
 
−
 
 
−
The commitments are divided in 2 types: objective and automatic. For more details, please refer to the sections about the particularities of each types.  
 
−
 
 
−
Les engagements sont répartis en 2 types&nbsp;: objectif et automatique. Pour plus de détails, référez-vous aux sections portant sur les particularités de chacun des types.<br>  
 
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
|-
 
|-
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| [[Fichier:ProDon5 Engagement (Auto vs objectif) 002.png|966x966px]]<br>
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| [[File:ProDon5_Commitment_Management_(Objective_vs_Automatic)_001.png]]<br>
  
 
|-
 
|-
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| To create a commitment, select the "Commitment" tab of the client file them click on the add button [[Image:Bouton Ajouter.png]].
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| To create a commitment, select the "Commitment" tab of the client file (<span style="color: rgb(255, 0, 0);">'''A'''</span>) then click on the add button [[Image:Bouton Ajouter.png]] (<span style="color: rgb(255, 0, 0);">'''B'''</span>).
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Pour créer un engagement, choisissez l’onglet «&nbsp;''Engagement''&nbsp;» de la fiche (<span style="color: rgb(255, 0, 0);">'''A'''</span>&nbsp;) client puis cliquez sur le bouton ajouter [[Image:Bouton Ajouter.png]] (<span style="color: rgb(255, 0, 0);">'''B'''</span>&nbsp;).<br>
 
  
 
|}
 
|}
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<br>  
 
<br>  
  
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=== Presentation of common elements between the 2 commitment types (Main information and "Progression" tab) Présentation des éléments communs aux 2 types d'engagements (Information principale et onglet Progression)  ===
+
=== Presentation of common elements between the 2 commitment types (Main information and "Progression" tab) ===
  
−
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
+
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" width="25%"
 
|-
 
|-
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| colspan="2" | [[Fichier:ProDon5 Engagement (Auto vs objectif) 003.png]]<br>
+
| colspan="2" | [[File:ProDon5_Commitment_Management_(Objective_vs_Automatic)_002.png]]<br>
  
 
|-
 
|-
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: Allows to select the commitment client. Permet de sélectionner le client de l'engagement<br>  
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: Allows the selection of the commitment's client.<br>  
  
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| <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>&nbsp;)
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| 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>)
  
−
Permet de sélectionner le client tiers si l'option à été activée (Voir <span style="color: rgb(255, 0, 0);">'''K'''</span>&nbsp;)<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 the choice of the beginning date and the ending date of the commitment.
  
 
|-
 
|-
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| <span style="color: rgb(255, 0, 0);">'''C'''</span>: Allows to choose the commitment type that you will create. Permet de choisir le type d'engagement que vous créez<br>  
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| <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 the documentation of the origins that will be assigned to the generated transactions by the commitment.
  
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| <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);">'''G'''</span>: Allows the documentation of the canvasser of the generated transactions by the commitment.  
  
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Permet de choisir la date de début et la date de fin de l'engagement<br>
+
| <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.
  
 
|-
 
|-
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| <span style="color: rgb(255, 0, 0);">'''E '''</span>: Allows to add internal notes about the commitment.  
+
| <span style="color: rgb(255, 0, 0);">'''I'''</span>: Folder where all the documents linked to this transaction can be put.  
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−
Permet de pouvoir documenter des notes internes au sujet de l'engagement<br>
 
  
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| <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);">'''J'''</span>: Allows an already done transaction to be tied up to the current commitment.  
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Permet de documenter les provenances qui seront attribuées aux transactions générées par l'engagement.<br>
 
  
 
|-
 
|-
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| <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);">'''K'''</span>: Allows the add a third party client option to the transaction to be activated/deactivated.
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Permet de documenté le solliciteur aux transactions générées par l'engagement<br>
 
  
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| <span style="color: rgb(255, 0, 0);">'''H'''</span>: It shows the commitment advancement/progression, including the next instalment date, 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);">'''L'''</span>: Allows a Mass Mailing of commitment type to be done.
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La progression de l'engagement, dont la date du  prochain versement, l'objectif ciblé et les détails des transactions créées  par l'engagement.  C'est aussi ici que vous pouvez terminer l'engagement en cours.<br>
 
  
 
|-
 
|-
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| <span style="color: rgb(255, 0, 0);">'''I'''</span>: Folder where you can put all the documents linked to this transaction. Dossier où vous pouvez déposer tout documents relatif à la transaction.<br>
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| 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.  
  
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| <span style="color: rgb(255, 0, 0);">'''J '''</span>: Permet de rattacher une transaction déjà effectué à l'engagement en cours.<br>
+
|}
  
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|-
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<br>
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| <span style="color: rgb(255, 0, 0);">'''K'''</span>: Permet d'activer/désactiver l'option d'ajouter un client tiers à la transaction.<br>
+
 
 +
=== Frequency/Instalment Tab ===
 +
It is here that the frequency and the instalment amount of the commitment can be set.  
  
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| <span style="color: rgb(255, 0, 0);">'''L'''</span>: Permet de faire un publipostage de type engagement.<br>
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{| class="wikitable" width="25%"
 +
! colspan="2" |[[File:ProDon5_Commitment_Management_(Objective_vs_Automatic)_003.png]]
  
 
|-
 
|-
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| <span style="color: rgb(255, 0, 0);">'''M'''</span>: Permet d’accéder au dossier du client ou du solliciteur attaché à l'engagement.<br>
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| width="50%" |<span style="color: rgb(255, 0, 0);">'''A'''</span>: Allows the frequency and the instalment amount of the commitment to be set.  
  
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| <br>
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| 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.
  
 
|}
 
|}
  
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<br>
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=== Characteristics tab ===
 +
Allows the addition, deletion and edition of the characteristics that need to be assigned to the commitment.
 +
 
 +
{| class="wikitable" width="25%"
 +
! colspan="2" |[[File:ProDon5_Commitment_Management_(Objective_vs_Automatic)_006.png]]
 +
|-
 +
| 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.
  
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=== Onglet Fréquence/Versement ===
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| width="50%" |<span style="color: rgb(255, 0, 0);">'''B'''</span>: Here is the assigned commitment characteristics as well as their details.  
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C'est ici que vous pouvez programmer les fréquences et les montants de versement de l'engagement.
 
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{| class="wikitable"
 
−
! colspan="2" |[[Fichier:ProDon5 Engagement (Auto vs objectif) 004.png|frameless|864x864px]]
 
  
−
|-
 
−
|<span style="color: rgb(255, 0, 0);">'''A'''</span>&nbsp;: Permet de régler la fréquence et le montant
 
−
des versements de l'engagement
 
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|<span style="color: rgb(255, 0, 0);">'''B'''</span>&nbsp;: Permet de choisir le mode de paiement utilisé pour payer les transactions
 
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générées par l'engagement.
 
 
|}
 
|}
  
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=== Onglet Caractéristiques ===
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=== Transaction Characteristics tab ===
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Permet d'ajouter, supprimer et modifier les caractéristiques que vous voulez attribuer
+
Allows the addition, deletion and edition of the transaction characteristics that can be assigned to the commitment.
−
{| class="wikitable"
+
 
−
! colspan="2" |[[Fichier:ProDon5 Engagement (Auto vs objectif) 005.png|frameless|864x864px]]
+
{| class="wikitable" width="25%"
 +
! colspan="2" |[[File:ProDon5_Commitment_Management_(Objective_vs_Automatic)_004.png]]
 
|-
 
|-
−
||<span style="color: rgb(255, 0, 0);">'''A'''</span>&nbsp;: Bouton permettant d'ajouter, modifier ou supprimer les
+
| 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.
−
caractéristiques d'engagement affectées à celui-ci
+
 
−
||<span style="color: rgb(255, 0, 0);">'''B'''</span>&nbsp;: Ici sont les caractéristiques d'engagement affectées ainsi que leur détails
+
| width="50%" |<span style="color: rgb(255, 0, 0);">'''B'''</span>: Here is the assigned commitment transaction characteristics as well as their details.
 +
 
 
|}
 
|}
  
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=== Onglet Caractéristique de transactions ===
+
=== Tasks tab ===
−
{| class="wikitable"
+
{| class="wikitable" width="25%"
−
! colspan="2" |[[Fichier:ProDon5 Engagement (Auto vs objectif) 006.png|frameless|864x864px]]
+
! colspan="2" |[[File:ProDon5_Commitment_Management_(Objective_vs_Automatic)_005.png]]
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''A'''</span>&nbsp;: Boutons pour ajouté/modifier/supprimer les
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| width="50%" |<span style="color: rgb(255, 0, 0);">'''A'''</span>: Button to add/edit/delete the tasks linked to the commitment as well as changing their processing status.
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tâches relier à l'engagement, ainsi que de changer
+
 
 +
| width="50%" |<span style="color: rgb(255, 0, 0);">'''B'''</span>: Details of the tasks assigned to the commitment
  
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leur statut de traitement.
 
−
|<span style="color: rgb(255, 0, 0);">'''B'''</span>&nbsp;: Détails des tâches assignées à l'engagement
 
 
|}
 
|}
  
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=== Différence entre engagement par objectif vs automatique ===
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=== Difference between commitment by objective vs automatic ===
  
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==== <u>1. Engagement par objectif</u> ====
+
==== <u>Commitment by objective</u> ====
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Les transactions liées à des engagements de type objectif sont créées lors de la réception du paiement. Cette notion s’applique aux engagements nécessitant une action telle que le traitement d’un chèque.
+
The transactions linked to commitments by objective are created when receiving a payment. This notion applies to commitments needing an action like a cheque process.  
  
−
==== <u>2. Engagement automatique</u> ====
+
==== <u>Automatic commitment</u> ====
−
Les transactions liées à des engagements de type automatique seront créées en masse à une fréquence de votre choix. Cette notion s’appliquera aux engagements qui ne nécessitent aucune action lors du versement, par exemple les prélèvements sur la paie ou les virements bancaires pré-autorisés.
+
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}}
 
{{Footer_ProDon_Version|5}}

Latest revision as of 16:13, 23 February 2017

Commitment Management (Objective vs Automatic)


Introduction

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 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, 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.

ProDon5 Commitment Management (Objective vs Automatic) 001.png
To create a commitment, select the "Commitment" tab of the client file (A) then click on the add button Bouton Ajouter.png (B).


Presentation of common elements between the 2 commitment types (Main information and "Progression" tab)

ProDon5 Commitment Management (Objective vs Automatic) 002.png
A: Allows the selection of the commitment's client.
 B: Allows the selection of the third party client if the option has been activated (See K)
C: Allows the choice of the commitment type that the user will create.
D: Allows the choice of the beginning date and the ending date of the commitment.
E : Allows the addition of internal notes about the commitment. F: Allows the documentation of the origins that will be assigned to the generated transactions by the commitment.
G: Allows the documentation of the canvasser of the generated transactions by the commitment. H: 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.
I: Folder where all the documents linked to this transaction can be put. J: Allows an already done transaction to be tied up to the current commitment.
K: Allows the add a third party client option to the transaction to be activated/deactivated. L: Allows a Mass Mailing of commitment type to be done.
M: Allows the client or to the canvasser file tied to the commitment to be accessed.


Frequency/Instalment Tab

It is here that the frequency and the instalment amount of the commitment can be set.

ProDon5 Commitment Management (Objective vs Automatic) 003.png
A: Allows the frequency and the instalment amount of the commitment to be set. B: Allows the selection of the payment method used to pay the generated transaction by the commitment.

Characteristics tab

Allows the addition, deletion and edition of the characteristics that need to be assigned to the commitment.

ProDon5 Commitment Management (Objective vs Automatic) 006.png
A: Buttons allowing the addition, edition or deletion of commitment characteristics assign to the commitment. B: Here is the assigned commitment characteristics as well as their details.

Transaction Characteristics tab

Allows the addition, deletion and edition of the transaction characteristics that can be assigned to the commitment.

ProDon5 Commitment Management (Objective vs Automatic) 004.png
A: Buttons allowing the addition, edition or deletion of the commitment transaction characteristics assign to it. B: Here is the assigned commitment transaction characteristics as well as their details.

Tasks tab

ProDon5 Commitment Management (Objective vs Automatic) 005.png
A: Button to add/edit/delete the tasks linked to the commitment as well as changing their processing status. B: Details of the tasks assigned to the commitment

Difference between commitment by objective vs automatic

Commitment by objective

The transactions linked to commitments by objective are created when receiving a payment. This notion applies to commitments needing an action like a cheque process.

Automatic commitment

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.

Document name: ProDon:Commitment Management (Objective vs Automatic)
Version : 5

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