Difference between revisions of "ProDon:'To be calculated' Status to 'To be issued'"

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== Editing the Status "To be calculated" to "To be issued"  ==
 
== Editing the Status "To be calculated" to "To be issued"  ==
  
−
First verify if the "To be calculated" tab, in the "Batch processing: Receipts" contains receipts to be calculated.
+
First verify if the "To be calculated" tab, in the "Batch processing: Receipts" contains receipts to be calculated.  
  
−
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 438px; height: 283px;"
+
{| cellspacing="1" cellpadding="1" border="1" style="width: 438px; height: 283px;" class="wikitable"
 
|-
 
|-
 
|  
 
|  
−
To do so, from the software home page, click on the "Batch processing: Receipts" menu, then select "[[Image:Button_receipt_small.png]] Receipts".
+
To do so, from the software home page, click on the "Batch processing: Receipts" menu, then select "[[Image:Button receipt small.png]] Receipts".  
  
 
|-
 
|-
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| [[Image:Calculated_to_Issued_001.png]]
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| [[Image:Calculated to Issued 001.png]]
 
|}
 
|}
  
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<br>  
 
<br>  
  
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{| cellspacing="1" cellpadding="1" border="1" width="50%" class="wikitable"
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
 
|  
 
|  
−
After clicking on "[[Image:Button_receipt_small.png]] Receipts", this window opens. Go in the "Receipts to be calculated" tab.
+
After clicking on "[[Image:Button receipt small.png]] Receipts", this window opens. Go in the "Receipts to be calculated" tab.  
  
 
|-
 
|-
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| [[Image:Calculated_to_Issued_002.png]]
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| [[Image:Calculated to Issued 002.png]]
 
|-
 
|-
 
|  
 
|  
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''In this example, there is a "To be calculated" receipt for which the donation occasion is "Golf Tournament 2012" and the activity is "Ticket for dinner and golf".
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''In this example, there is a "To be calculated" receipt for which the donation occasion is "Golf Tournament 2012" and the activity is "Ticket for dinner and golf".  
  
 
|}
 
|}
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There are two ways to modify the status of a "To be calculated" receipt and to add the value of the benefit (advantage):  
 
There are two ways to modify the status of a "To be calculated" receipt and to add the value of the benefit (advantage):  
  
−
*From "Batch processing: Receipts"
+
*[[ProDon:'To_be_calculated'_Status_to_'To_be_issued'#Editing_the_Receipt_Status_from_.22Batch_processing:_Receipts.22|From "Batch processing: Receipts"]]
−
*From the "Donation occasion management"
+
*[[ProDon:'To_be_calculated'_Status_to_'To_be_issued'#Editing_the_Receipt_Status_from_the_.22Donation_occasion_management.22|From the "Donation occasion management"]]
−
 
 
  
 +
<br>
  
−
'''CAUTION: '''No matter the chosen method, it will modify all the receipts linked to this "donation occasion-activity".
+
'''CAUTION: '''No matter the chosen method, it will modify all the receipts linked to this "donation occasion-activity".  
  
 
<br>  
 
<br>  
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|-
 
|-
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| colspan="2" | [[Image:Calculated_to_Issued_003.png]]
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| colspan="2" | [[Image:Calculated to Issued 003.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the receipts for which the donation occasion has to be modified.
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the receipts for which the donation occasion has to be modified.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B:&nbsp;</span>'''Click on the [[Image:Button_edit_activity.png]] button to open the activity.
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'''<span style="color: rgb(255, 0, 0);">B:&nbsp;</span>'''Click on the [[Image:Button edit activity.png]] button to open the activity.  
  
 
|}
 
|}
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<br>  
 
<br>  
  
−
Continue the modification by clicking on "Edit the donation occasion activity".<br>
+
Continue the modification by clicking on [[ProDon:'To_be_calculated'_Status_to_'To_be_issued'#Editing_the_Donation_Occasion_Activity|"Edit the donation occasion activity"]].<br>  
  
 
=== Editing the Receipt Status from the "Donation occasion management"  ===
 
=== Editing the Receipt Status from the "Donation occasion management"  ===
  
−
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 435px; height: 460px;"
+
{| cellspacing="1" cellpadding="1" border="1" style="width: 435px; height: 460px;" class="wikitable"
 
|-
 
|-
 
|  
 
|  
−
Go to the "Donation occasion management". From the software home page, click on the "Transactions" menu, then select "[[Image:Bouton_Occasion_de_dons.png]] Donation occasions".
+
Go to the "Donation occasion management". From the software home page, click on the "Transactions" menu, then select "[[Image:Bouton Occasion de dons.png]] Donation occasions".  
  
 
|-
 
|-
−
| [[Image:Calculated_to_Issued_004.png]]
+
| [[Image:Calculated to Issued 004.png]]
 
|}
 
|}
  
 
<br>  
 
<br>  
  
−
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 572px; height: 481px;"
+
{| cellspacing="1" cellpadding="1" border="1" style="width: 572px; height: 481px;" class="wikitable"
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
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After clicking on "[[Image:Bouton_Occasion_de_dons.png]] Donation occasions", this window opens.
+
After clicking on "[[Image:Bouton Occasion de dons.png]] Donation occasions", this window opens.  
  
 
|-
 
|-
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| colspan="2" | [[Image:Calculated_to_Issued_005.png]]
+
| colspan="2" | [[Image:Calculated to Issued 005.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">A:&nbsp;</span>'''Search, using the search bar, the donation occasion for which the value of the benefit (advantage) is to be added.
+
'''<span style="color: rgb(255, 0, 0);">A:&nbsp;</span>'''Search, using the search bar, the donation occasion for which the value of the benefit (advantage) is to be added.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Double-click on this donation occasion to be able to modify it.
+
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Double-click on this donation occasion to be able to modify it.  
  
 
|}
 
|}
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|-
 
|-
 
|  
 
|  
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After double-clicking on the donation occasion, this window opens.
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After double-clicking on the donation occasion, this window opens.  
  
 
|-
 
|-
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| [[Image:Calculated_to_Issued_006.png]]
+
| [[Image:Calculated to Issued 006.png]]
 
|-
 
|-
 
|  
 
|  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''At the bottom of the window of the "Activities" tab, double-click on the activity for which the value of the benefit (advantage) is to be added.
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''At the bottom of the window of the "Activities" tab, double-click on the activity for which the value of the benefit (advantage) is to be added.  
  
 
|}
 
|}

Revision as of 10:38, 17 February 2012

Template:Header ProDon


Introduction

In the ProDon "Batch processing: Receipts" menu, there are 5 different types of receipts. Among others, there are the "To be calculated" type receipts.

The "To be calculated" type receipt is a receipt for which the value of the benefit (advantage) has not yet been established; for instance, it could be that the tickets sale has already begun.

The value of the benefit (advantage) is the value of the good or the service that the donor benefits from during the event. For example, in a golf tournament, the donor can get a free round of golf or a free dinner.

When the value of the benefit (advantage) is known, you must enter it in the donation occasion activity, so that the "To be calculated" receipts would move in one of the four other tabs of "Batch processing: Receipts", since a "To be calculated" receipt cannot be issued.

Editing the Status "To be calculated" to "To be issued"

First verify if the "To be calculated" tab, in the "Batch processing: Receipts" contains receipts to be calculated.

To do so, from the software home page, click on the "Batch processing: Receipts" menu, then select "Button receipt small.png Receipts".

Calculated to Issued 001.png



After clicking on "Button receipt small.png Receipts", this window opens. Go in the "Receipts to be calculated" tab.

Calculated to Issued 002.png

A: In this example, there is a "To be calculated" receipt for which the donation occasion is "Golf Tournament 2012" and the activity is "Ticket for dinner and golf".


There are two ways to modify the status of a "To be calculated" receipt and to add the value of the benefit (advantage):


CAUTION: No matter the chosen method, it will modify all the receipts linked to this "donation occasion-activity".


Editing the Receipt Status from "Batch processing: Receipts"

Go to the "Receipts to be calculated" tab, in the "Batch processing: Receipts".

Calculated to Issued 003.png

A: Select the receipts for which the donation occasion has to be modified.

B: Click on the Button edit activity.png button to open the activity.


Continue the modification by clicking on "Edit the donation occasion activity".

Editing the Receipt Status from the "Donation occasion management"

Go to the "Donation occasion management". From the software home page, click on the "Transactions" menu, then select "Bouton Occasion de dons.png Donation occasions".

Calculated to Issued 004.png


After clicking on "Bouton Occasion de dons.png Donation occasions", this window opens.

Calculated to Issued 005.png

A: Search, using the search bar, the donation occasion for which the value of the benefit (advantage) is to be added.

B: Double-click on this donation occasion to be able to modify it.


After double-clicking on the donation occasion, this window opens.

Calculated to Issued 006.png

A: At the bottom of the window of the "Activities" tab, double-click on the activity for which the value of the benefit (advantage) is to be added.

Editing the Donation Occasion Activity

After double-clicking on the activity or clicking on the Button edit activity.png button, this window opens.

Calculated to Issued 007.png

A: Check the "Benefit" box instead of the "To be calculated" box.


After checking the "Benefit" box, these boxes appear.

Calculated to Issued 008.png

A: Enter the value of the benefit (advantage) in this box.

B: Enter the description of the goods or services the donor has received.

CAUTION: This description is the one that will appear on the receipt.

C: The amount of the receipt is entered automatically by entering the amount of the benefit (advantage) in A.

D: After filling in the previous boxes, click on "Button Check mark Confirm.png Confirm edit".


After clicking on the "Button Check mark Confirm.png Confirm edit" button, this window opens.

Calculated to Issued 009.png

Click on "Button Check mark Confirm.png Yes" to modify the status of the receipt from "To be calculated" to "To be issued".



After clicking on "Button Check mark Confirm.png Yes", go to "Batch processing: Receipts", to verify if the status of the receipt has really been modified.


Calculated to Issued 010.png
Calculated to Issued 011.png

A: The receipt is no longer in the "Receipts to be calculated" tab.

B: It is now in the "Receipts to be issued" tab.

NOTE: Depending on the receipt type, the receipt might be found in the "Annual receipts", "Receipts with thank-yous" or "Annual receipts with thank-yous" tabs.


Document name: ProDon:'To be calculated' Status to 'To be issued'

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