Difference between revisions of "ProDon:Processing Documents to be Issued(ProDon5)"

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{{Header_TOC}}<br>  
 
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'''<u>ATTENTION</u>''' : Ce document est conçu pour la '''VERSION''' '''5''' de ProDon. Pour accéder au document de la version 4, [[ProDon:Traitement_des_documents_à_émettre_(version_4)|cliquer ici]].  
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'''CAUTION''': This document is for ProDon 5. To view version 4 document, [[ProDon:Processing Documents to be Issued|click here]].  
  
 
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== Introduction<br>  ==
 
== Introduction<br>  ==
  
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Suite au report des transactions, il est possible d'émettre les documents liés aux transactions, tels que les lettres de remerciements. L'émission des documents se fait à partir de la gestion «&nbsp;Traitement par lots&nbsp;: Documents&nbsp;». Il est possible de les émettre en partie seulement, en effectuant une [[Fonctions communes:Barre de recherche|recherche]] ou un&nbsp;[[Fonctions communes:Filtrer les informations (Requêtes)|filtre]], ou en totalité.<br>  
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Following the transfer of transactions, it is possible to issue documents linked to transactions, such as thank-you letters. The processing of documents is done from the "Batch processing: Documents". It is possible to issue them either in part by conducting a [[Common functions:Search Bar|search]] or making a [[Common functions:Filter Data (Queries)|filter]], or in whole.<br>  
  
 
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<br>  
  
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Pour qu'un document soit émis suite au report d'une transaction, il faut avoir choisi le document à émettre lors de la [[ProDon:Gestion des occasions de dons|configuration de l'occasion]]. Une fois que le document est coché dans la configuration de l'occasion, le document à émettre se retrouvera automatiquement dans la gestion «&nbsp;Traitement par lots&nbsp;: Documents&nbsp;», lors du report des transactions liées à l'occasion.<br>  
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In order for a document to be issued following the transfer of a transaction,the document to be issued must have been chosen in the [[ProDon:Donation Occasion Management|donation occasion configuration]]. Once the document is checked in the donation occasion configuration, the document to be issued will automatically be in the "Batch processing: Documents", when transferring the transactions linked to the donation occasion.<br>  
  
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== Schéma<br>  ==
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== Diagram  ==
  
 
[[Fichier:ProDon5 Traitement des documents à émettre 001.png|572x572px]]<br>  
 
[[Fichier:ProDon5 Traitement des documents à émettre 001.png|572x572px]]<br>  
  
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== Traitement des documents à émettre<br>  ==
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== Processing Documents to be Issued  ==
  
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Pour procéder à l'impression des documents à émettre, se rendre dans la gestion «&nbsp;Traitement par lots&nbsp;: Documents&nbsp;».  
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To proceed with the printing of the documents to be issued, go to "Batch processing: Documents".  
  
 
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
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| colspan="2" |  
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Pour ce faire, à partir de la page principale du logiciel, cliquer sur le menu «&nbsp;Traitement par lots", puis choisir «&nbsp;Documents&nbsp;».<br>  
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To do so, from the software home page, click on the "Batch processing" menu, then select "Documents".<br>  
  
 
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Après avoir cliqué sur «&nbsp;Documents&nbsp;», la fenêtre «&nbsp;Traitement par lots&nbsp;: Documents&nbsp;» s'ouvre.<br>  
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After clicking on "Documents", the "Batch processing: Documents" window opens.<br>  
  
 
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'''ATTENTION&nbsp;:''' Avant de débuter, fermer '''''Word''''', s'il y a lieu.  
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'''CAUTION:''' Before starting, close '''''Word''''', if necessary. 
  
 
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| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> L'onglet «&nbsp;Transactions reportées&nbsp;» contient la liste des documents pour lesquels la transaction a été reportée.  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> The "Transferred transactions" tab contains the list of documents for which the transaction has been transferred.  
  
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> L'onglet «&nbsp;Transactions en attente&nbsp;» contient la liste des documents pour lesquels la transaction n'a pas encore été reportée.  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Pending transactions" tab contains the list of documents for which the transaction has not been transferred yet.  
  
 
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|-
 
|  
 
|  
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<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> L'onglet «&nbsp;Réimpression&nbsp;» contient la liste des documents à réimprimer. Lors d'une impression antérieure, si les documents n'ont pas tous été imprimés avec succès, ils se sont déplacés dans cet onglet, qui permet la réimpression.  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> The "Reprint" tab contains the list of documents to reprint. If the documents have not been successfully printed in a previous printing, they are moved to this tab, which allows reprinting.  
  
 
|  
 
|  
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<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span>&nbsp; Il est possible de créer une liste active des documents à émettre en effectuant une&nbsp;[[Fonctions communes:Barre de recherche|recherche]] ou un&nbsp;[[Fonctions communes:Filtrer les informations (Requêtes)|filtre]], de sorte que seuls les documents faisant partie de la liste active soient générés.  
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<span style="color: rgb(255, 0, 0);">'''D:'''</span>&nbsp; It is possible to create an active list of documents to be issued by conducting a [[Common functions:Search Bar|search]] or making a [[Common functions:Filter Data (Queries)|filter]], so that only the documents in the active list are generated.  
  
 
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<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Après avoir préparé la liste active dans l'onglet désiré, cliquer sur le bouton [[Image:Bouton reporter transaction.png]].  
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<span style="color: rgb(255, 0, 0);">'''E:'''</span> After preparing the active list in the chosen tab, click on the [[Image:Bouton reporter transaction.png]] button.  
  
 
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'''NOTE&nbsp;:''' Pour que les documents se retrouvent dans les onglets «&nbsp;Transactions reportées&nbsp;» ou «&nbsp;Transactions en attente&nbsp;», il faut que les options <span style="color: rgb(255, 0, 0);">'''K'''</span> et <span style="color: rgb(255, 0, 0);">'''L'''</span> de la partie «&nbsp;[[ProDon:Gestion des documents maîtres#.C3.89cran_principal|Écran principal]]&nbsp;» du document «&nbsp;[[ProDon:Gestion des documents maîtres|Gestion des documents maîtres]]&nbsp;» soient cochées. Selon l'option cochée, le document se retrouvera dans le bon onglet.<br>
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'''NOTE:''' In order for the documents to be in the "Transferred transactions" or the "Pending transactions" tabs, the options <span style="color: rgb(255, 0, 0);">'''K'''</span> and <span style="color: rgb(255, 0, 0);">'''L'''</span> of the [[ProDon:Master Document Management#Main Screen|"Main Screen"]] that are part of the [[ProDon:Master Document Management|"Master document management"]] document have to be checked. Depending on the checked option, the document will be in the right tab.  
  
 
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Après avoir cliqué sur le bouton [[Image:Bouton reporter transaction.png]], la fenêtre «&nbsp;Production des documents&nbsp;» s'ouvrira.<br>  
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After clicking on the [[Image:Bouton reporter transaction.png]] button, the "Generate documents" window opens.<br>
  
 
|-
 
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| colspan="2" | [[Fichier:ProDon5 Traitement des documents à émettre 004.png|580x580px]]<br>
 
| colspan="2" | [[Fichier:ProDon5 Traitement des documents à émettre 004.png|580x580px]]<br>
 
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|-
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|<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet d'ouvrir les documents dans l'éditeur, avant de les imprimer manuellement à partir de l'éditeur. Cette option est fortement recommandée.<br>
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|<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows you to open the documents in the editor before manually printing them from the editor. This option is highly recommended.<br>
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|<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet d'imprimer les documents directement, sans vérification préalable. Cette option n'est pas recommandée puisqu'il est préférable de vérifier les documents d'abord.<br>
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|<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows you to print the documents directly, without prior verification. This option is not recommended since it is preferable to first verify the documents.<br>
 
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|  
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<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet de générer tous les documents de la liste courante.<br>  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to generate all the documents that are in the current list.<br>  
  
 
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<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet de générer le document de la transaction sélectionnée seulement.  
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> Generates the document of the selected transaction only.  
  
 
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<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Si cette case est cochée, les documents adressés aux clients exclus du [[ProDon:Publipostage|publipostage]] seront quand même générés.
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<span style="color: rgb(255, 0, 0);">'''E:'''</span> Even if this box is checked, documents addressed to the clients excluded from [[ProDon:Mass Mailing|mass mailing]] will be generated
  
 
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<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Permet d'ajouter un titre sur chacun des documents de publipostage au moyen d'un champ de fusion inséré dans le document maître.  
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<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows you to add a title on every mass mailing document using a merge field inserted in the master document.  
 
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|-
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|<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Liste des documents disponible pour générer.
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|<span style="color: rgb(255, 0, 0);">'''G:'''</span> List of available documents to be generated.
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|'''NOTE :''' Il n'est pas nécessaire de sauvegarder le résultat de la fusion, car il est possible de le générer à nouveau. S'il est absolument nécessaire d'enregistrer les documents, il est très important de les «Enregistrer sous » pour que le document maître demeure accessible pour les prochaines fusions.
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|'''NOTE:''' It is not required to save the result of the merge, because it is possible to generate it again. If it is absolutely necessary to save the documents, it is very important to "Save as..." so that the master document remains accessible for further merges.
 
|}
 
|}
  
 
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<br>  
  
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Si l'option «&nbsp;Imprimante » avait été cochée précédemment, vérifier les documents, puis s'ils sont tous générés, les imprimer manuellement.  
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If the option "Printer" had previously been checked, verify the documents. Then if they are all generated, print them manually. 
  
 
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Après avoir cliqué sur « Générer&nbsp;», la fenêtre suivante s'ouvre dans '''''ProDon'''''. Après avoir vérifié les documents imprimés, cliquer sur une des trois options suivantes, afin de confirmer que les documents ont été imprimés avec succès ou pour permettre une réimpression ultérieure.  
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After clicking on "Generate", the following window opens in '''''ProDon'''''. After verifying the printed documents, click on one of these three options in order to confirm if the documents have been printed successfully or to allow later reprint. 
  
 
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Cliquer sur «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Oui&nbsp;», si les documents ont tous été imprimés avec succès. Ils seront alors retirés de la liste des documents à émettre.  
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After clicking on&nbsp;"[[Image:Bouton Crochet ajouter confirmer.png]] Yes", if all the documents have been printed successfully. They will then be removed from the list of documents to be issued.  
  
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Cliquer sur «&nbsp;[[Image:Bouton Annuler.png]] Non&nbsp;», si les documents n'ont pas tous été imprimés avec succès. Ils seront alors déplacés dans l'onglet «&nbsp;Réimpression&nbsp;», il sera alors possible de les réimprimer.  
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Click on "[[Image:Bouton Annuler.png]] No", if the documents have not all been printed successfully. They will be moved to "Reprint" tab, it will then be possible to reprint them.  
  
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Cliquer sur «&nbsp;[[Image:Bouton annuler.png]] Annuler&nbsp;», si les documents n'ont pas tous été imprimés avec succès ou simplement pour les réimprimer ultérieurement. Ils demeureront alors dans la liste des documents à émettre.  
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Click on "[[Image:Bouton annuler.png]]Cancel", if the documents have not all been printed successfully or simply to reprint them later. They will then remain in the list of documents to be issued.  
  
 
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{{BasPage_ProDon_Version|5.0.2.9}}<br>
 
{{BasPage_ProDon_Version|5.0.2.9}}<br>

Revision as of 15:25, 28 July 2016

Processing Documents to be Issued(ProDon5)

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


Introduction

Following the transfer of transactions, it is possible to issue documents linked to transactions, such as thank-you letters. The processing of documents is done from the "Batch processing: Documents". It is possible to issue them either in part by conducting a search or making a filter, or in whole.


In order for a document to be issued following the transfer of a transaction,the document to be issued must have been chosen in the donation occasion configuration. Once the document is checked in the donation occasion configuration, the document to be issued will automatically be in the "Batch processing: Documents", when transferring the transactions linked to the donation occasion.

Diagram

572x572px

Processing Documents to be Issued

To proceed with the printing of the documents to be issued, go to "Batch processing: Documents".

To do so, from the software home page, click on the "Batch processing" menu, then select "Documents".

549x549px


After clicking on "Documents", the "Batch processing: Documents" window opens.

692x692px

CAUTION: Before starting, close Word, if necessary. 

A: The "Transferred transactions" tab contains the list of documents for which the transaction has been transferred.

B: The "Pending transactions" tab contains the list of documents for which the transaction has not been transferred yet.

C: The "Reprint" tab contains the list of documents to reprint. If the documents have not been successfully printed in a previous printing, they are moved to this tab, which allows reprinting.

D:  It is possible to create an active list of documents to be issued by conducting a search or making a filter, so that only the documents in the active list are generated.

E: After preparing the active list in the chosen tab, click on the Bouton reporter transaction.png button.

NOTE: In order for the documents to be in the "Transferred transactions" or the "Pending transactions" tabs, the options K and L of the "Main Screen" that are part of the "Master document management" document have to be checked. Depending on the checked option, the document will be in the right tab.



After clicking on the Bouton reporter transaction.png button, the "Generate documents" window opens.

580x580px
A: Allows you to open the documents in the editor before manually printing them from the editor. This option is highly recommended.
 B: Allows you to print the documents directly, without prior verification. This option is not recommended since it is preferable to first verify the documents.

C: Allows you to generate all the documents that are in the current list.

D: Generates the document of the selected transaction only.

E: Even if this box is checked, documents addressed to the clients excluded from mass mailing will be generated

F: Allows you to add a title on every mass mailing document using a merge field inserted in the master document.

G: List of available documents to be generated. NOTE: It is not required to save the result of the merge, because it is possible to generate it again. If it is absolutely necessary to save the documents, it is very important to "Save as..." so that the master document remains accessible for further merges.


If the option "Printer" had previously been checked, verify the documents. Then if they are all generated, print them manually. 


After clicking on "Generate", the following window opens in ProDon. After verifying the printed documents, click on one of these three options in order to confirm if the documents have been printed successfully or to allow later reprint. 

520x520px

After clicking on "Bouton Crochet ajouter confirmer.png Yes", if all the documents have been printed successfully. They will then be removed from the list of documents to be issued.

Click on "Bouton Annuler.png No", if the documents have not all been printed successfully. They will be moved to "Reprint" tab, it will then be possible to reprint them.

Click on "Bouton annuler.pngCancel", if the documents have not all been printed successfully or simply to reprint them later. They will then remain in the list of documents to be issued.

Template:BasPage ProDon Version

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