Difference between revisions of "ProDon:Origin Code Management"
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− | To do so, from the software home page, click on the "Transactions" menu, | + | To do so, from the software home page, click on the "Transactions" menu, then select "Origin codes". |
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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: | + | '''<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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− | '''<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: | + | '''<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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Revision as of 08:42, 10 September 2012
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, then select "Origin codes". |
After clicking on "Origin codes", this window opens. | |
A: It is the list of all the existing origin codes in ProDon. |
B: The button allows you to create a new origin code. To learn how to fill in the addition or editing of an origin code window, click here. |
C: The button allows you to modify an origin code from the list at A. To learn how to fill in the addition or editing of an origin code window, click here. |
D: The button allows you to delete an origin code from the list at A. |
Add / Edit an Origin Code
A: Enter the name of the origin code that will be visible in ProDon. |
Document name: ProDon:Origin Code Management