Difference between revisions of "ProDon:Beneficiaries Module"

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=== Transaction List  ===
 
=== Transaction List  ===
  
Dans « ''Analyse et Historique'' » vous trouverez l'onglet du filtre « Bénéficiaire ». Cliquez sur [[Image:Bouton Rapport imprimer.png]] dans cette gestion :
+
In  "''Analysis and History"'' you will see "Beneficiary" tab. Click on [[Image:Bouton Rapport imprimer.png]] in that management:
 
{| class="wikitable"
 
{| class="wikitable"
 
![[Fichier:ProDon5 Bénéficiaire 014.png]]
 
![[Fichier:ProDon5 Bénéficiaire 014.png]]
 
|-
 
|-
| Sélectionnez le rapport « 3. Liste des transactions (Format compact)  :
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| Select the report "3. List of transactions (Compact format)  :
 
|}
 
|}
 
{| class="wikitable"
 
{| class="wikitable"
 
![[Fichier:ProDon5 Bénéficiaire 015.png]]
 
![[Fichier:ProDon5 Bénéficiaire 015.png]]
 
|-
 
|-
| Sélectionnez le rapport 3. Liste des transactions (Format compact).
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| Select the report 3. List of transactions (Compact Format).
 
|}
 
|}
  
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![[Fichier:ProDon5 Bénéficiaire 016.png]]
 
![[Fichier:ProDon5 Bénéficiaire 016.png]]
 
|-
 
|-
| Cochez les options de sommaires ainsi que les
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| Check the summary options and the options that you will need in your report and then click on "Ok".
options que vous aurez besoin dans votre rapport 
 
 
 
et cliquez « Ok » par la suite.
 
 
|}
 
|}
  
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![[Fichier:ProDon5 Bénéficiaire 017.png]]
 
![[Fichier:ProDon5 Bénéficiaire 017.png]]
 
|-
 
|-
| Une liste de transactions bénéficiaires sera générée selon les paramètres que vous aurez sélectionnés.
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| A beneficiary transaction list will be generated according to the parameters that you will select.
 
|}  
 
|}  
  

Revision as of 14:34, 30 June 2016

Beneficiaries Module




CAUTION : This document is for ProDon 5. To view version's 4 document, click here.


Introduction

The beneficiary module helps you track and process your issued donations' information.It offers the same management operations as ProDon for all the donations your company has issued. This module integrates into ProDon in a transparent way. The operations that ProDon lets you do with cash inflow, the Beneficiary Module enables you to do so with cash outflow.

Origin

To structure issued transactions, we recommend you to create an origin especially for beneficiary activities:

Fichier:ProDon5 Bénéficiaire 001.png
To start, you must access the origin management menu. In the main menu, click on "Transactions" then "Provenance".

In the window that opens, click onFile:Petit Bouton Plus Ajouter.png to add provenance.


658x658px
Name them according to your management needs.

Payment Methods

It is possible to create specific payment methods for beneficiary transaction management.

 :
Fichier:ProDon5 Bénéficiaire 003.png

Beneficiary Occasion

First, access Donation Occasion Management and click on Bouton Ajouter.png to add a beneficiary occasion.

A beneficiary occasion has approximately the same structure as standard occasion.

Fichier:ProDon5 Bénéficiaire 004.png
A: You must check the box "Beneficiaries".
B: You can create for activities which type is "Fixed unit price" so that you will be able to issue a fixed amount for an activity.
C: You can create activities which type is « standard », so you will be able to choose the amount to be issued during the transaction. D: There is no receipt for beneficiary activity.


Beneficiary Activities

There are two types of beneficiary activities: fixed and variable amount.

To create a fixed amount activity:

Fichier:ProDon5 Bénéficiaire 005.png
A : Enter the code and the description of your activity.
B: Select the type "Selling price" and enter the amount.
C: Mark the origin of your activity.

To create an activity with a variable amount:

Fichier:ProDon5 Bénéficiaire 006.png
A: Enter your activity code and description.
B: Select "Standard" type.
C: Mark the origin of your activity.


Beneficiary Transactions

To add a beneficiary type transaction, you must first go in transaction management.

Fichier:ProDon5 Bénéficiaire 007.png
A: Click on the tab "Beneficiary".
B: Click on Bouton Ajouter.png to add a transaction.


Fichier:ProDon5 Bénéficiaire 008.png
In the window where you add transaction, you just have to fill the field in the same way as standard transaction.


Fichier:ProDon5 Bénéficiaire 009.png
Note: You will only have access to "beneficiary" occasions.


Fichier:ProDon5 Bénéficiaire 010.png
You can create pending transactions. To do so, select an appropriate payment method as "File Assessed by the Committee" and the transaction will be in the "To Be Paid" tab.


Once your "Batch" is completed, you can report it with Bouton Rapport imprimer.png just as a donation transaction batch.

Beneficiary Reports

Beneficiary Record

From the main menu, choose " Analysis", and "Reports" :

Fichier:ProDon5 Bénéficiaire 011.png
Then, select the report " 1. Donation Occasion Results... ".

Select "Beneficiary occasions", then you can select beneficiary occasions that you specifically need for your record:

Fichier:ProDon5 Bénéficiaire 012.png
Name it, according to your management needs, then click on "Ok".
Fichier:ProDon5 Bénéficiaire 013.png
A record will be created according to the selected parameters.

Transaction List

In "Analysis and History" you will see "Beneficiary" tab. Click on Bouton Rapport imprimer.png in that management:

Fichier:ProDon5 Bénéficiaire 014.png
Select the report "3. List of transactions (Compact format)  :
Fichier:ProDon5 Bénéficiaire 015.png
Select the report 3. List of transactions (Compact Format).
Fichier:ProDon5 Bénéficiaire 016.png
Check the summary options and the options that you will need in your report and then click on "Ok".
Fichier:ProDon5 Bénéficiaire 017.png
A beneficiary transaction list will be generated according to the parameters that you will select.


Template:BasPage ProDon Version




Document name: ProDon:Beneficiaries Module
Version : Coming soon