Difference between revisions of "ProDon:Entering an automatic commitment"

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== Introduction ==  
 
== Introduction ==  
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The automatic commitments are really useful and they do not need more actions for the instalments. Most of the time, they are used when a client wish to give you money by instalment on a precise time period.
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Automatic commitments are really useful, and they do not need more actions for instalments. Most of the time, they are used when a client wish to give the organization money by instalments on a precise period.  
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Les engagements automatiques sont très utiles et ne demandent pas d'actions supplémentaires pour les versements. En général, ils sont utilisés quand un client souhaite vous faire des versements égaux sur une période de temps précise.  
 
  
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== Particularities of automatic commitments Particularité des engagements de type automatique  ==
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== Particularities of Automatic Commitments ==
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The transactions linked to automatic commitments will be created massively to a frequency set first. It can be set by the organization occasion or it can be set together with the client. This notion will apply to commitments that do not need any action at the instalment, for example payroll withhold and preauthorized bank transfers.
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The transactions linked to automatic commitments will be created massively to a frequency set first. It can be set by the organization occasion, or it can be set together with the client. This notion will apply to commitments that do not need any action at the instalment, for example payroll withhold and pre-authorized bank transfers.
  
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Les transactions liées à des engagements de type automatique seront créées en masse à une fréquence déterminée à l'avance. Elle peut être déterminée par l'occasion de l'organisme ou elle peut être déterminée conjointement avec le client. 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 préautorisés.<br>
 
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | [[File:ProDon5_Entering_an_automatic_commitment_001.png]]<br>
 
| colspan="2" | [[File:ProDon5_Entering_an_automatic_commitment_001.png]]<br>
 
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|-
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: The begin date will be used to set the date of the first instalment.  
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: The start date will be used to set the date of the first instalment.  
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La date de début sera utilisée pour déterminer la date du premier versement.<br>
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| <span style="color: rgb(255, 0, 0);">'''B'''</span>: The end date, the objective and the frequency are connected together. The calendar button allows to calculate the end date if the objective and <span style="color: rgb(255, 0, 0);">'''D'''</span> are filled. Otherwise, the objective will be automatically calculated if <span style="color: rgb(255, 0, 0);">'''D'''</span> and <span style="color: rgb(255, 0, 0);">'''B'''</span> are filled.  
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| <span style="color: rgb(255, 0, 0);">'''B'''</span>: The end date, the objective and the frequency are connected together. The [[File:CalenderGridButton.png]] button calculates the end date if the objective and <span style="color: rgb(255, 0, 0);">'''D'''</span> are filled. Otherwise, the objective will be automatically calculated if <span style="color: rgb(255, 0, 0);">'''D'''</span> and <span style="color: rgb(255, 0, 0);">'''B'''</span> are filled.  
  
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La date de fin, l’objectif et la fréquence interagissent ensemble. Le bouton [[Image:Bouton Grille calendrier.png]] permet de calculer la date de fin si l’objectif et <span style="color: rgb(255, 0, 0);">'''D'''</span> sont remplis. Sinon, l’objectif se calculera automatiquement si <span style="color: rgb(255, 0, 0);">'''D'''</span> et <span style="color: rgb(255, 0, 0);">'''B'''</span> sont remplis.<br>
 
 
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| <span style="color: rgb(255, 0, 0);">'''C'''</span>: The transactions created by this commitment will correspond to the association written here. This bloc is required for the "Automatic" commitments.  
 
| <span style="color: rgb(255, 0, 0);">'''C'''</span>: The transactions created by this commitment will correspond to the association written here. This bloc is required for the "Automatic" commitments.  
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<br>
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| <span style="color: rgb(255, 0, 0);">'''D'''</span>: Here the user can set the frequency of the instalment. It is really important that this information shows the reality. For example, a frequency of "every 4 weeks" will not bring the same result than "at each 1 month".
  
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Les transactions créées par cet engagement correspondront à l’association inscrite ici. Ce bloc est obligatoire pour les engagements de type «&nbsp;''Automatique''&nbsp;».<br>  
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|-
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| <span style="color: rgb(255, 0, 0);">'''E'''</span>: Allows the payment method to use in the transactions to be specified. In an automatic commitment, the payment method is always required. The most frequent payment method are credit card, bank transfer or payroll withhold.
  
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| <span style="color: rgb(255, 0, 0);">'''D'''</span>: Here you can set the frequency of the instalment. It is really important that these information show the reality. For example, a frequency of at each 4 weeks will not bring the same result than at each month.
 
  
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L’inscription permet de configurer la fréquence et le montant de chaque versement. Il est très important que ces informations reflètent la réalité. Par exemple, une fréquence «&nbsp;à chaque 4 semaines&nbsp;» et «&nbsp;à chaque 1 mois&nbsp;» n'auront pas le même résultat à long terme.<br>
 
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|-
 
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| <span style="color: rgb(255, 0, 0);">'''E'''</span>: Allows to specify the payment method to use in the transactions.
 
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Permet de spécifier le mode de paiement à utiliser dans les transactions.<br>
 
 
| <span style="color: rgb(255, 0, 0);">'''F'''</span>: Shows the receipt status in the transactions created by this commitment.  
 
| <span style="color: rgb(255, 0, 0);">'''F'''</span>: Shows the receipt status in the transactions created by this commitment.  
  
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Indique le statut du reçu dans les transactions créées par cet engagement.<br>
 
 
|}
 
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{{Footer_ProDon_Version|5}}<br>
 
{{Footer_ProDon_Version|5}}<br>

Latest revision as of 07:59, 24 February 2017

Entering an automatic commitment

Introduction

Automatic commitments are really useful, and they do not need more actions for instalments. Most of the time, they are used when a client wish to give the organization money by instalments on a precise period.

Particularities of Automatic Commitments

The transactions linked to automatic commitments will be created massively to a frequency set first. It can be set by the organization occasion, or it can be set together with the client. This notion will apply to commitments that do not need any action at the instalment, for example payroll withhold and pre-authorized bank transfers.


ProDon5 Entering an automatic commitment 001.png
A: The start date will be used to set the date of the first instalment. B: The end date, the objective and the frequency are connected together. The CalenderGridButton.png button calculates the end date if the objective and D are filled. Otherwise, the objective will be automatically calculated if D and B are filled.
C: The transactions created by this commitment will correspond to the association written here. This bloc is required for the "Automatic" commitments.


D: Here the user can set the frequency of the instalment. It is really important that this information shows the reality. For example, a frequency of "every 4 weeks" will not bring the same result than "at each 1 month".
E: Allows the payment method to use in the transactions to be specified. In an automatic commitment, the payment method is always required. The most frequent payment method are credit card, bank transfer or payroll withhold.


F: Shows the receipt status in the transactions created by this commitment.


Document name: ProDon:Entering an automatic commitment
Version : 5


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