Difference between revisions of "ProDon:Configuration of a Word Type Receipt"

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{{Header_ProDon | | 4.6.5.11 | Nadia Carrier | | 2011/09/26 }}<br>
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{{Header_TOC}}<br>
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'''<u>CAUTION</u>''': This document is for '''VERSION''' '''5''' of '''''Prodon'''''. To go to the version 4 document, [[ProDon:Configuration_of_a_Word_Type_Receipt_(Version_4)|click here]]. <br>
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<br><span style="color: rgb(255, 0, 0);">'''WARNING&nbsp;: This document is currently being edited/revised, it is possible that some parts are missing or obsolete.'''</span>
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== Introduction  ==
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The '''''Word''''' receipt is complying with the CRA (Canada Revenue Agency) and with the Canadian standards at the time of the delivery of the software. This receipt is a '''''Word''''' document customized with the trainer depending on the client's request. Since it is a '''''Word''''' document, the personnalisation options are infinite. However, this type of receipt is not updated by '''''Logilys''''', so it is important to keep it updated in accordance with the Canadian standards. You should also take into consideration the fact that this type of document is generally more complex than a standard '''''Word''''' document and that a certain mastership of '''''Word''''' will be needed to keep it updated. Finally, since this receipt uses '''''Word''''', it is slower to produce than a standard receipt.
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== General Configuration of the Receipt  ==
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'''NOTE: '''Before proceeding with the configuration of the receipt type, the [[ProDon:General Configuration of the Receipt|general configuration]] must be performed.
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To configure a standard type receipt, consult [[ProDon:Configuration of a Standard Type Receipt|this procedure]].
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== Configuration of a '''''Word''''' Type Receipt  ==
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This type of receipt is created from the master document management. 
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To know how to consult, modify or create '''''Word''''' receipt templates, from the master document management, [[ProDon:Master Document Management#Presentation of the Management Screen#Introduction|click here]].
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'''CAUTION:''' Usually, only the " Supervisor " user has access to the "Receipt" tab in the master document management.<br>
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=== Selection of a '''''Word''''' Type Receipt  ===
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When the document is created, it will be possible to select it in the " Configure Receipt " option. 
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="1" |
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To do so, from the software home page, click on the " Configuration " menu, then " Configure Receipt ".
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|-
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|[[File:ProDon5_Configuration_of_a_Word_Type_Receipt_001.png|477x477px]]<br>
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|}
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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After clicking on the " Configure Receipts ", the following window opens up.
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|-
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| colspan="2" | ''<span style="color: rgb(255, 0, 0);">Image coming soon</span>''<br>
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''If the is more than one organization, the user must select the one that the receipts must be configured.
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the&nbsp;[[Image:Button Edit.png]] button to consult/modify the configuration of the receipts for the organization selected in '''<span style="color: rgb(255, 0, 0);">A</span>''' .
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|}
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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After clicking on the [[Image:Button Edit.png]] button, the following window opens up.
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|-
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| colspan="2" | ''<span style="color: rgb(255, 0, 0);">Image coming soon</span>''<br>
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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 type of receipt the user wishes to generate.
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the&nbsp;[[Image:Button Edit.png]] button to modify the type.
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|}
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<br>
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{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
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|-
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| colspan="2" |  
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After clicking on the [[Image:Button Edit.png]] button, the following window opens up.  
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|-
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| colspan="2" | [[File:ProDon5_Configuration_of_a_Word_Type_Receipt_002.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 " Word " type.
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Select the master document created for the receipts.
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|}
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<br>
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To generate the receipts, consult the [[ProDon:Processing Receipts to be Issued|" Processing Receipts to be Issued "]] procedure.
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<br>
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{{Footer_ProDon_Version|5.0.5}}<br>

Latest revision as of 12:59, 21 December 2018

Configuration of a Word Type Receipt


CAUTION: This document is for VERSION 5 of Prodon. To go to the version 4 document, click here.


WARNING : This document is currently being edited/revised, it is possible that some parts are missing or obsolete.

Introduction

The Word receipt is complying with the CRA (Canada Revenue Agency) and with the Canadian standards at the time of the delivery of the software. This receipt is a Word document customized with the trainer depending on the client's request. Since it is a Word document, the personnalisation options are infinite. However, this type of receipt is not updated by Logilys, so it is important to keep it updated in accordance with the Canadian standards. You should also take into consideration the fact that this type of document is generally more complex than a standard Word document and that a certain mastership of Word will be needed to keep it updated. Finally, since this receipt uses Word, it is slower to produce than a standard receipt.

General Configuration of the Receipt

NOTE: Before proceeding with the configuration of the receipt type, the general configuration must be performed.

To configure a standard type receipt, consult this procedure.

Configuration of a Word Type Receipt

This type of receipt is created from the master document management.

To know how to consult, modify or create Word receipt templates, from the master document management, click here.

CAUTION: Usually, only the " Supervisor " user has access to the "Receipt" tab in the master document management.

Selection of a Word Type Receipt

When the document is created, it will be possible to select it in the " Configure Receipt " option.

To do so, from the software home page, click on the " Configuration " menu, then " Configure Receipt ".

ProDon5 Configuration of a Word Type Receipt 001.png

After clicking on the " Configure Receipts ", the following window opens up.

Image coming soon

A: If the is more than one organization, the user must select the one that the receipts must be configured.

B: Click on the Button Edit.png button to consult/modify the configuration of the receipts for the organization selected in A .

After clicking on the Button Edit.png button, the following window opens up.

Image coming soon

A: Select the type of receipt the user wishes to generate.

B: Click on the Button Edit.png button to modify the type.



After clicking on the Button Edit.png button, the following window opens up.

ProDon5 Configuration of a Word Type Receipt 002.png

A: Select the " Word " type.

B: Select the master document created for the receipts.


To generate the receipts, consult the " Processing Receipts to be Issued " procedure.


Document name: ProDon:Configuration of a Word Type Receipt
Version : 5.0.5


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