Difference between revisions of "ProDon:Origin Code Management"

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<br><span style="color: rgb(255, 0, 0);">'''WARNING&nbsp;: This document is currently being edited/revised, it is possible that some parts are missing or obsolete.'''</span>
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== Introduction  ==
 
== Introduction  ==
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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.).  
 
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.).  
  
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'''NOTE: '''If the [[ProDon:Beneficiaries Module|"Beneficiaries Module"]] is active, you have to create origin codes for donation transactions and beneficiary transactions.  
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'''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  ==
 
== Origin Code Management  ==
  
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To add or modify origin codes, you must first go to the "Origin Code Management".  
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To add or modify origin codes, you must first go to the " Origin Code Management ".
  
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{| width="446" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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{| class="wikitable" width="446" cellspacing="1" cellpadding="1" border="1"
 
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To do so, from the software home page, click on the "Transactions" menu, then select "Origin codes".  
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To do so, from the software home page, click on the " Transactions " menu and then select " Origins ".  
  
 
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| colspan="2" |  
 
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After clicking on "Origin codes", this window opens.  
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After clicking on " Origins ", this window opens up.  
  
 
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| colspan="2" | [[File:PRodon5 Origin Code Management 002.png]]
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| colspan="2" | [[File:PRodon5 Origin Code Management 002.png|516x516px]]
 
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| width="50%" |
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|'''<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]].
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''It is the list of all the existing origin codes in '''''ProDon'''''.  
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|'''<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]].
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| width="50%" |  
 
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button add plus.png]] button allows you to create a new origin code. 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]].  
 
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| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button Edit.png]] button allows you to modify an origin code from the list at <span style="color: rgb(255, 0, 0);">'''A'''</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]].  
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'''<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>.  
  
 
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete an origin code from the list at <span style="color: rgb(255, 0, 0);">'''A'''</span>.  
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''It is a list of all the existing origin codes in '''''Prodon'''''.  
  
 
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After clicking on the [[Image:Button add plus.png]] or [[Image:Button Edit.png]] button, this window opens.  
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After clicking on the [[Image:Button add plus.png]] or [[Image:Button Edit.png]] button, this window opens up.  
  
 
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Enter the name of the origin code that will be visible in '''''ProDon'''''.  
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Enter the name of the origin code that will be visible in '''''Prodon'''''.  
  
 
| width="50%" |  
 
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the "[[Image:Button Check mark Confirm.png]] Confirm edit" button.  
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the " [[Image:Button Check mark Confirm.png]] Confirm edit " button.  
  
 
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{{Footer_ProDon_Version|5.0.5.3}}<br>
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{{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 ".

Prodon5 Origin Code Management 001.png


After clicking on " Origins ", this window opens up.

PRodon5 Origin Code Management 002.png
A: The 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, click here. B: The Button Edit.png 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 Button Minus remove delete.png button allows you to delete an origin code from the list in D.

D: It is a list of all the existing origin codes in Prodon.


Add / Edit an Origin Code

After clicking on the Button add plus.png or Button Edit.png button, this window opens up.

Prodon5 Origin Code Management 003.png

A: Enter the name of the origin code that will be visible in Prodon.

B: Click on the " Button Check mark Confirm.png Confirm edit " button.



Document name: ProDon:Origin Code Management
Version : 5.0.5


Retrieved from "http://wikien.logilys.com/index.php?title=ProDon:Origin_Code_Management&oldid=9839"