Difference between revisions of "ProDon:Entering a commitment by objective"

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== Introduction  ==
 
== Introduction  ==
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The commitments by objective are really interesting for the clients that wish to commit themselves to something more accommodating. This type of commitment needs actions for the instalments, but it gives a greater freedom. Usually, the client commit to give you an amount of money, but they cannot tell you when you will fully have it.
+
The commitments by objective are really interesting for the clients that wish to commit themselves to something more accommodating. This type of commitment needs more actions for the instalments, but it gives a greater freedom. Usually, the client commit to give you an amount of money, but they cannot tell you when you will fully have it.  
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Les engagements par objectifs sont très intéressants pour les clients qui souhaitent s'engager de manière plus variable. Ce type d'engagement demande des actions supplémentaires pour les versements, mais il offre une plus grande latitude. En général, le client s'engage à vous donner un montant, mais il ne peut vous dire sur combien de temps.
 
  
 
== Entering a commitment by objective Saisie des engagements de type objectif  ==
 
== Entering a commitment by objective Saisie des engagements de type objectif  ==
  
 
The transactions linked to commitment by objective are created when getting a payment. This notion applies to commitments needing an action such as processing a cheque.  
 
The transactions linked to commitment by objective are created when getting a payment. This notion applies to commitments needing an action such as processing a cheque.  
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Les transactions liées à des engagements de type objectif sont créées lors de la réception du paiement. Cette notion s’applique aux engagements nécessitant une action telle que le traitement d’un chèque.<br>
 
  
 
=== General  ===
 
=== General  ===
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|-
 
|-
 
| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: All transactions that will be linked to a commitment will must be in the specified interval. Since it is common to get the first instalment prior to the official begin date or the last instalment a bit late, it is frequent to indicate a higher/longer date interval than the ones officially set.  
 
| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: All transactions that will be linked to a commitment will must be in the specified interval. Since it is common to get the first instalment prior to the official begin date or the last instalment a bit late, it is frequent to indicate a higher/longer date interval than the ones officially set.  
−
 
−
Toutes les transactions qui seront rattachées à l’engagement devront être situées dans l'intervalle spécifié. Puisque c'est courant de recevoir le premier versement avant la date officielle du début ou le dernier versement avec un léger retard, il est fréquent d’indiquer un intervalle de date plus large que les dates officiellement prévues.<br>
 
  
 
| <span style="color: rgb(255, 0, 0);">'''B'''</span>: In an commitment by objective, the linking is not necessary. This information will be used as default values for the transactions created by the commitment, but all information may be changed if needed.  
 
| <span style="color: rgb(255, 0, 0);">'''B'''</span>: In an commitment by objective, the linking is not necessary. This information will be used as default values for the transactions created by the commitment, but all information may be changed if needed.  
  
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Dans un engagement de type ''Objectif''&nbsp;»,&nbsp;l’association est entièrement facultative. Les informations inscrites serviront de valeurs par défaut pour les transactions créées par l’engagement, mais toutes les informations pourront être changées au besoin.<br>
 
 
|-
 
|-
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| <span style="color: rgb(255, 0, 0);">'''C'''</span>: This section displays the planned instalments and their status. See section "Instalments" for more information. The [[File:CalendarGridButton.png]] button allows to generate instalments by frequency or by calendar. The [[File:Add.png]] button allows to manually create instalments.  
+
| <span style="color: rgb(255, 0, 0);">'''C'''</span>: This section displays the planned instalments and their status. See section "Instalments" for more information. The [[File:CalendarGridButton.png]] button allows to generate instalments by frequency or by calendar. The [[Image:Bouton Ajouter.png]] button allows to manually create instalments.  
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+
<br>  
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Cette section affiche les versements planifiés et leur statut. Voir la section «&nbsp;V''ersements''&nbsp;» pour plus de détails.<br>[[File:CalendarGridButton.png]] Permet de générer des versements par fréquence ou calendrier.<br>[[Image:Bouton Ajouter.png]] Permet de créer des versements manuellement.<br>  
 
  
 
| <span style="color: rgb(255, 0, 0);">'''D'''</span>: This information will be used only as default value in the transactions that will be created by the instalments. The payment method is not required for the commitment by objective. The most frequent payment method is the cheques, credit card where you contact the client or the space is left blank for later.  
 
| <span style="color: rgb(255, 0, 0);">'''D'''</span>: This information will be used only as default value in the transactions that will be created by the instalments. The payment method is not required for the commitment by objective. The most frequent payment method is the cheques, credit card where you contact the client or the space is left blank for later.  
  
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Ces informations seront utilisées uniquement à titre de valeurs par défaut dans les transactions qui seront créées à partir de ce versement. Le mode de paiement n'est pas obligatoire pour les engagements par objectif. Les modes de paiement les plus fréquents sont les chèques, carte de crédit à contacter ou l'espace est laissé vide.<br>
 
 
|}
 
|}
  
 
<br>
 
<br>
  
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=== Instalments Versements  ===
+
=== Instalments ===
  
 
There are 3 method for creating instalments in a commitment by objective: by frequency, by calendar or manually.  
 
There are 3 method for creating instalments in a commitment by objective: by frequency, by calendar or manually.  
  
−
Il y a 3 méthodes pour créer des versements dans un engagement de type objectif&nbsp;:&nbsp;par fréquence, par calendrier ou manuellement.<br>
+
===== Instalment by frequency =====
 +
This option is used to plan instalments and/or regular amount to be received from the client.  
  
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===== Instalment by frequency Versement par fréquence  =====
 
−
This option is used to plan instalments and/or regular amount to be received from the client.
 
−
Cette option est utilisée pour planifié des versements et/ou des montants fixes à recevoir du client.
 
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
 
|-
 
| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: This indicate the amount of the instalments to be created.  
 
| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: This indicate the amount of the instalments to be created.  
−
Indique le montant des versements à créer.<br>
+
 
 
| <span style="color: rgb(255, 0, 0);">'''B'''</span>: This indicate the date of the first instalment to be generated.  
 
| <span style="color: rgb(255, 0, 0);">'''B'''</span>: This indicate the date of the first instalment to be generated.  
  
−
Indique la date du premier versement à générer.<br>
+
 
 
|-
 
|-
 
| <span style="color: rgb(255, 0, 0);">'''C'''</span>: An instalment will be create for each day checked if the frequency is at each week, at the first of each month or at the last day of each month.  
 
| <span style="color: rgb(255, 0, 0);">'''C'''</span>: An instalment will be create for each day checked if the frequency is at each week, at the first of each month or at the last day of each month.  
−
Un versement sera créé pour chaque journée cochée si la fréquence est&nbsp;: à chaque semaine, premier de chaque mois ou dernier de chaque mois.<br>
+
 
 
| <span style="color: rgb(255, 0, 0);">'''D'''</span>: In the dynamic menu, options every day,every month and every year are also available.  
 
| <span style="color: rgb(255, 0, 0);">'''D'''</span>: In the dynamic menu, options every day,every month and every year are also available.  
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Dans le menu déroulant, des options à chaque&nbsp;jour, mois et année sont aussi disponibles.<br>
+
 
 
|-
 
|-
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| <span style="color: rgb(255, 0, 0);">'''E'''</span>: Indicate the quantity of instalment to create in the bix and click on the "Generate" button to produce the list in <span style="color: rgb(255, 0, 0);">'''H'''</span>.
+
| <span style="color: rgb(255, 0, 0);">'''E'''</span>: Indicate the quantity of instalment to create in the box and click on the "Generate" button to produce the list in <span style="color: rgb(255, 0, 0);">'''H'''</span>.
  
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Indiquer le nombre de versements à créer dans la case puis cliquer sur&nbsp;le bouton «&nbsp;Générer&nbsp;»&nbsp;pour produire la liste en <span style="color: rgb(255, 0, 0);">'''H'''</span>.<br>
+
| <span style="color: rgb(255, 0, 0);">'''F'''</span>: Allows to remove manually an instalment from the list in <span style="color: rgb(255, 0, 0);">'''H'''</span>.<br>
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| <span style="color: rgb(255, 0, 0);">'''F'''</span>: Permet de retirer manuellement un versement de la liste en <span style="color: rgb(255, 0, 0);">'''H'''</span>.<br>
 
 
|-
 
|-
 
| <span style="color: rgb(255, 0, 0);">'''G'''</span>: Allows to clear the list in <span style="color: rgb(255, 0, 0);">'''H'''</span>.
 
| <span style="color: rgb(255, 0, 0);">'''G'''</span>: Allows to clear the list in <span style="color: rgb(255, 0, 0);">'''H'''</span>.
  
−
Permet de vider la liste en <span style="color: rgb(255, 0, 0);">'''H'''</span>.<br>
 
 
| <span style="color: rgb(255, 0, 0);">'''H'''</span>: Display a list of all instalments generated bu the button in <span style="color: rgb(255, 0, 0);">'''E'''</span>.
 
| <span style="color: rgb(255, 0, 0);">'''H'''</span>: Display a list of all instalments generated bu the button in <span style="color: rgb(255, 0, 0);">'''E'''</span>.
  
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Affiche une liste de tous les versements générés par le bouton en <span style="color: rgb(255, 0, 0);">'''E'''</span>.<br>
 
 
|}
 
|}
  
 
<br>
 
<br>
  
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===== By calendar Par calendrier<br>  =====
+
===== By calendar =====
  
 
This method is used for instalments with variable interval. For example: $20 on January 12th, $30 on March 15th and $15 on October 2nd.
 
This method is used for instalments with variable interval. For example: $20 on January 12th, $30 on March 15th and $15 on October 2nd.
−
 
−
Cette méthode est utilisée pour des versements de montant&nbsp;fixe, mais&nbsp;dont l’intervalle est variable. Par exemple&nbsp;: 20 $ le 12 janvier, 35 $ le 15 mars et 25 $ le 9 août.<br>
 
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
 
|-
 
| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: Indicate the amount of the instalment.  
 
| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: Indicate the amount of the instalment.  
−
 
−
Indique le montant qui sera attribué à chaque versement.<br>
 
  
 
| <span style="color: rgb(255, 0, 0);">'''B'''</span>: By double-clicking on a date, an instalment will be created in the list in <span style="color: rgb(255, 0, 0);">'''E'''</span>
 
| <span style="color: rgb(255, 0, 0);">'''B'''</span>: By double-clicking on a date, an instalment will be created in the list in <span style="color: rgb(255, 0, 0);">'''E'''</span>
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−
En double-cliquant sur une date, un versement sera placé dans la liste en <span style="color: rgb(255, 0, 0);">'''E'''</span>.<br>
 
 
|-
 
|-
 
| <span style="color: rgb(255, 0, 0);">'''C'''</span>: Allows to manually remove an instalment from the list in <span style="color: rgb(255, 0, 0);">'''E'''</span>
 
| <span style="color: rgb(255, 0, 0);">'''C'''</span>: Allows to manually remove an instalment from the list in <span style="color: rgb(255, 0, 0);">'''E'''</span>
  
−
Permet de retirer manuellement un versement de la liste en <span style="color: rgb(255, 0, 0);">'''E'''</span>.<br>
 
 
| <span style="color: rgb(255, 0, 0);">'''D'''</span>: Allows to clear the list in <span style="color: rgb(255, 0, 0);">'''E'''</span>
 
| <span style="color: rgb(255, 0, 0);">'''D'''</span>: Allows to clear the list in <span style="color: rgb(255, 0, 0);">'''E'''</span>
  
−
Permet de vider la liste en <span style="color: rgb(255, 0, 0);">'''E'''</span>.<br>
 
 
|-
 
|-
 
| <span style="color: rgb(255, 0, 0);">'''E'''</span>: Display the list of all instalments created in <span style="color: rgb(255, 0, 0);">'''B'''</span>
 
| <span style="color: rgb(255, 0, 0);">'''E'''</span>: Display the list of all instalments created in <span style="color: rgb(255, 0, 0);">'''B'''</span>
  
−
Affiche une liste de tous les versements créés par <span style="color: rgb(255, 0, 0);">'''B'''</span>.<br>
 
 
| <br>
 
| <br>
 
|}
 
|}
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This option is used when you must create all instalments manually.  
 
This option is used when you must create all instalments manually.  
−
 
−
Cette option est utilisée lorsqu’il est nécessaire de créer chaque versement manuellement.<br>
 
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: Allows to indicate the amount and the date of an instalment.  
 
| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: Allows to indicate the amount and the date of an instalment.  
  
−
Permet d’indiquer le montant et la date d’un versement.<br>
+
| <span style="color: rgb(255, 0, 0);">'''B'''</span>: At the creation, the status should always be unprocessed. It will be possible to come back to this window to cancel an instalment if needed.  
−
| <span style="color: rgb(255, 0, 0);">'''B'''</span>: At teh creation, the status should always be unprocessed. It will be possible to come back to this window to cancel an instalment if needed.  
 
−
 
 
−
À la création, le statut devrait toujours être non traité. Il sera possible de revenir à cette fenêtre plus tard pour annuler un versement, si nécessaire.<br>
 
 
|}
 
|}
  
 
<br>
 
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{{Footer_ProDon_Version|5.0.3.1}}<br>
 
{{Footer_ProDon_Version|5.0.3.1}}<br>

Revision as of 14:05, 10 January 2017

Entering a commitment by objective

Introduction

The commitments by objective are really interesting for the clients that wish to commit themselves to something more accommodating. This type of commitment needs more actions for the instalments, but it gives a greater freedom. Usually, the client commit to give you an amount of money, but they cannot tell you when you will fully have it.

Entering a commitment by objective Saisie des engagements de type objectif

The transactions linked to commitment by objective are created when getting a payment. This notion applies to commitments needing an action such as processing a cheque.

General

frameless|820x820px
A: All transactions that will be linked to a commitment will must be in the specified interval. Since it is common to get the first instalment prior to the official begin date or the last instalment a bit late, it is frequent to indicate a higher/longer date interval than the ones officially set. B: In an commitment by objective, the linking is not necessary. This information will be used as default values for the transactions created by the commitment, but all information may be changed if needed.
C: This section displays the planned instalments and their status. See section "Instalments" for more information. The CalendarGridButton.png button allows to generate instalments by frequency or by calendar. The Bouton Ajouter.png button allows to manually create instalments.


D: This information will be used only as default value in the transactions that will be created by the instalments. The payment method is not required for the commitment by objective. The most frequent payment method is the cheques, credit card where you contact the client or the space is left blank for later.


Instalments

There are 3 method for creating instalments in a commitment by objective: by frequency, by calendar or manually.

Instalment by frequency

This option is used to plan instalments and/or regular amount to be received from the client.


frameless|543x543px
A: This indicate the amount of the instalments to be created. B: This indicate the date of the first instalment to be generated.


C: An instalment will be create for each day checked if the frequency is at each week, at the first of each month or at the last day of each month. D: In the dynamic menu, options every day,every month and every year are also available.
E: Indicate the quantity of instalment to create in the box and click on the "Generate" button to produce the list in H. F: Allows to remove manually an instalment from the list in H.
G: Allows to clear the list in H. H: Display a list of all instalments generated bu the button in E.


By calendar

This method is used for instalments with variable interval. For example: $20 on January 12th, $30 on March 15th and $15 on October 2nd.

frameless|535x535px
A: Indicate the amount of the instalment. B: By double-clicking on a date, an instalment will be created in the list in E
C: Allows to manually remove an instalment from the list in E D: Allows to clear the list in E
E: Display the list of all instalments created in B


Manually

This option is used when you must create all instalments manually.

frameless|350x350px
A: Allows to indicate the amount and the date of an instalment. B: At the creation, the status should always be unprocessed. It will be possible to come back to this window to cancel an instalment if needed.


Document name: ProDon:Entering a commitment by objective
Version : 5.0.3.1


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