Difference between revisions of "Common functions:Period Management (version 4)"

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{{Header_TOC}}<br>
  
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== Introduction  ==
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Period management is a way to configure a period of time (e.g. the accounting period or a quarter of an organization). When the periods are configured, it is possible to see the summaries for each period in the "Client" files as well as in "Analysis &amp; History". Moreover, these summaries can be used to produce reports and customized lists in relation to those specific periods.
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== Creating a Period  ==
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In the software main menu, first click on "Configuration", then click on "[[Image:Bouton période.png]] Periods".
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[[Image:Period management 001.png]]
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<br> The period management window will open, it is now possible to:
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{| cellspacing="1" cellpadding="1" border="1" style="width: 524px; height: 449px;" class="wikitable"
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|-
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| colspan="2" | [[Image:Period management 002.png]]<br>
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''A: '''</span>Add, Edit/View or Remove periods.
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''B:'''</span><span style="color: rgb(255, 0, 0);">''' '''</span>View the list of existing periods.
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|}
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<br> By clicking on the [[Image:Button add plus.png]] button, the following window will appear:
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{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 407px; height: 531px;"
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|-
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| colspan="2" |
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Example of an accounting period addition
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|-
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| colspan="2" | [[Image:Period management 003.png]]<br>
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Is the interval covered by the period. The "Start" field allows you to enter the start date of the period and the "End" field allows you to enter the end date of the period.
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''B: '''</span>Allows you to assign a complete name to the period.
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to assign a short name to the period.
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''D: '''</span>Two periods having the "Accounting period" box checked can not overlap. The second accounting period will absolutely have to start after the end of the first one.
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''E:'''</span> When all the fields are filled out, click on "Confirm addition" to record the period.
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| width="50%" | <br>
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|}
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<br>
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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|
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Example of a quarter addition
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|-
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| [[Image:Period management 004.png]]
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|-
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|
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<span style="color: rgb(255, 0, 0);">'''A: '''</span>Even if the dates of the quarter overlap the dates of the accounting period, it is still possible to add this new period since the "Accounting period" box is not checked.
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|}
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<br>
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| [[Image:Management period 005.png]]
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|-
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|
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Here is the error message that appears when the dates of a new period overlap the dates of an accounting period.
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|}
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== View the Summaries by Period  ==
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=== In a Client File  ===
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{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 533px; height: 339px;"
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|-
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| colspan="2" | [[Image:Period management 006.png]]
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''A: '''</span>Go in the "Summary" tab of any client file.
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> View the client's transactions cumulative for each period.
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Is the lifetime total of all the client's transactions.
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| width="50%" | <br>
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|}
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=== In "Analysis &amp; History"  ===
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It is also possible to view a summary by period in "Analysis &amp; History".<br>
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{| cellspacing="1" cellpadding="1" border="1" style="width: 532px; height: 327px;" class="wikitable"
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|-
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| colspan="2" | [[Image:Period management 007.png]]<br>
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> To display the analysis summaries, click on "[[Image:Bouton afficher sommaire analyse.png]] Display/Hide analysis summaries".
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''B: '''</span>To display the analysis summaries by period, select "Period" in the drop-down list.
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> View the list of summaries by period.
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| width="50%" | <br>
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|}
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== Use of a Period<br>  ==
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=== In a Report<br>  ===
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The created periods will also be available when you produce reports.
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" | [[Image:Period management 008.png]]
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Select the report to be issued (e.g. a donation occasion results).
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''B: '''</span>Click on "Generate".
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|}
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<br>
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{| cellspacing="1" cellpadding="1" border="1" style="width: 392px; height: 519px;" class="wikitable"
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|-
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| colspan="2" | [[Image:Period management 009.png]]
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Choose the wanted donation occasion.
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> Filter on the transaction date.&nbsp;
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|-
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Choose a period from the drop-down menu.
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| width="50%" |
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> The start and end dates corresponding to the chosen period are automatically entered in the appropriate boxes.
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|}
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=== In a Customized List  ===
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The periods can also be used in the [[ProDon:Customized Lists|customized client lists]] by donations criteria (dynamic and static lists).
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<br>
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[[Image:Period management 010.png]]
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<br>
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<br>
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<br>
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{{Footer_ProDon_Version|4.6.5.6}}<br>

Revision as of 11:52, 9 July 2018

Period Management (version 4)

Introduction

Period management is a way to configure a period of time (e.g. the accounting period or a quarter of an organization). When the periods are configured, it is possible to see the summaries for each period in the "Client" files as well as in "Analysis & History". Moreover, these summaries can be used to produce reports and customized lists in relation to those specific periods.

Creating a Period

In the software main menu, first click on "Configuration", then click on "Bouton période.png Periods".

Period management 001.png


The period management window will open, it is now possible to:

Period management 002.png

A: Add, Edit/View or Remove periods.

B: View the list of existing periods.


By clicking on the Button add plus.png button, the following window will appear:

Example of an accounting period addition

Period management 003.png

A: Is the interval covered by the period. The "Start" field allows you to enter the start date of the period and the "End" field allows you to enter the end date of the period.

B: Allows you to assign a complete name to the period.

C: Allows you to assign a short name to the period.

D: Two periods having the "Accounting period" box checked can not overlap. The second accounting period will absolutely have to start after the end of the first one.

E: When all the fields are filled out, click on "Confirm addition" to record the period.



Example of a quarter addition

Period management 004.png

A: Even if the dates of the quarter overlap the dates of the accounting period, it is still possible to add this new period since the "Accounting period" box is not checked.


Management period 005.png

Here is the error message that appears when the dates of a new period overlap the dates of an accounting period.

View the Summaries by Period

In a Client File

Period management 006.png

A: Go in the "Summary" tab of any client file.

B: View the client's transactions cumulative for each period.

C: Is the lifetime total of all the client's transactions.


In "Analysis & History"

It is also possible to view a summary by period in "Analysis & History".

Period management 007.png

A: To display the analysis summaries, click on "Bouton afficher sommaire analyse.png Display/Hide analysis summaries".

B: To display the analysis summaries by period, select "Period" in the drop-down list.

C: View the list of summaries by period.


Use of a Period

In a Report

The created periods will also be available when you produce reports.

Period management 008.png

A: Select the report to be issued (e.g. a donation occasion results).

B: Click on "Generate".


Period management 009.png

A: Choose the wanted donation occasion.

B: Filter on the transaction date. 

C: Choose a period from the drop-down menu.

D: The start and end dates corresponding to the chosen period are automatically entered in the appropriate boxes.

In a Customized List

The periods can also be used in the customized client lists by donations criteria (dynamic and static lists).


Period management 010.png





Document name: Common functions:Period Management (version 4)
Version : 4.6.5.6


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