Difference between revisions of "ProDon:Link one or more transactions to a commitment"

From Logilys
Jump to: navigation, search
(Created page with "{{Header_TOC}}<br> == Introduction == You are able to link one or more transactions already entered in your database to a created commitment. Il est possible de rattache...")
 
(How to link a transaction to a commitment)
 
(4 intermediate revisions by the same user not shown)
Line 3: Line 3:
 
== Introduction  ==
 
== Introduction  ==
  
You are able to link one or more transactions already entered in your database to a created commitment.
+
You are able to link one or more transactions already entered in your database to a created commitment.
 
 
Il est possible de rattacher un ou des transactions déjà saisies de votre base de donnés à un engagement créé.
 
  
 
== How to link a transaction to a commitment ==
 
== How to link a transaction to a commitment ==
Line 11: Line 9:
 
To be able to link a transaction to a commitment, there is only one requirement: the transaction MUST have the same EXACT information than the one entered in the commitment (occasion, activity, GL group, GL, payment method, canvasser, third party client, etc.)
 
To be able to link a transaction to a commitment, there is only one requirement: the transaction MUST have the same EXACT information than the one entered in the commitment (occasion, activity, GL group, GL, payment method, canvasser, third party client, etc.)
  
Pour pouvoir rattacher une transaction à un engagement, il faut que cette transaction ait EXACTEMENT les mêmes informations que la transaction entrée dans l'engagement (occasion, activité, groupe GL, GL, mode de paiement, solliciteur, client tiers, etc...)
+
{| class="wikitable" width="25%"
{| class="wikitable"
+
![[File:ProDon5_Link_one_or_more_transactions_to_a_commitment_001.png]]
![[Fichier:ProDon5 Engagement Rattacher une transaction à un engagement 001.png|frameless|818x818px]]
 
 
|-
 
|-
| To be able to link a transaction to a commitment, go to the commitment file and click on the button [button]
+
| To be able to link a transaction to a commitment, go to the commitment file and click on the button [[File:ProDon5_Link_one_or_more_transactions_to_a_commitment_002.png]]
  
Pour pouvoir rattacher une transaction à un engagement, allez dans la fiche de l'engagement et cliquez sur le bouton [[Fichier:ProDon5 Engagement Rattacher une transaction à un engagement 003.png|frameless|20x20px]]. 
+
If the transaction is recognized by the commitment, you will get a notification of the number of linked transactions.  
If the transaction is recognized by the commitment, you will get a notification of the amount of linked transactions.  
 
  
Si la transaction est reconnue par l'engagement, vous recevrez une notification du nombre de transactions rattachées.
 
 
|}
 
|}
  
 
{{Footer_ProDon_Version|5}}<br>
 
{{Footer_ProDon_Version|5}}<br>

Latest revision as of 14:16, 6 January 2017

Link one or more transactions to a commitment


Introduction

You are able to link one or more transactions already entered in your database to a created commitment.

How to link a transaction to a commitment

To be able to link a transaction to a commitment, there is only one requirement: the transaction MUST have the same EXACT information than the one entered in the commitment (occasion, activity, GL group, GL, payment method, canvasser, third party client, etc.)

ProDon5 Link one or more transactions to a commitment 001.png
To be able to link a transaction to a commitment, go to the commitment file and click on the button ProDon5 Link one or more transactions to a commitment 002.png

If the transaction is recognized by the commitment, you will get a notification of the number of linked transactions.


Document name: ProDon:Link one or more transactions to a commitment
Version : 5