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

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{{Header_ProDon | | 4.6.5.11 | Nadia Carrier | | 2011/09/29 }}<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>
  
 
== Introduction  ==
 
== 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 in accordance with requests. Since it is a '''''Word''''' document, the customizability options are infinite. On the other hand, this type of receipt is not updated by '''''Logilys''''', so it is important to update it in accordance with the Canadian standards. You also have to take into consideration the fact this type of document is generally more complex than a standard '''''Word''''' document and that you need to have a certain mastery of '''''Word''''' to update it. Finally, since this receipt uses '''''Word''''', it is slower to produce than the standard receipt.
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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.
  
 
== General Configuration of the Receipt  ==
 
== General Configuration of the Receipt  ==
  
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'''NOTE: '''Before proceeding with the configuration of the receipt type, you need to perform the [[ProDon:General Configuration of the Receipt|general configuration]].  
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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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To configure a standard type receipt, consult [[ProDon:Configuration of a Standard Type Receipt|this procedure]].  
  
 
== Configuration of a '''''Word''''' Type Receipt  ==
 
== Configuration of a '''''Word''''' Type Receipt  ==
  
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This type of receipt is created from the "Master document management". Although it is a standard '''''Word''''' document, it is often necessary to use '''''Word''''''s advanced functions to create it. For example, you need to indicate to the receipt when to display the mention "Advantage" and when to hide it.  
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This type of receipt is created from the master document management.
  
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<br>
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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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To know where to consult, modify or create '''''Word''''' receipt templates, go to the "Master document management", then to the "Receipt" tab (see letter<span style="color: rgb(255, 0, 0);">''' J'''</span> of the section [[ProDon:Master Document Management#Presentation_of_the_Management_Screen|"Presentation of the Management Screen"]] of the "Master document management" procedure).
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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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'''CAUTION:''' Usually, only the user "Supervisor" has access to the "Receipt" tab of the "Master document management".  
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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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<br>  
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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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For more information concerning the creation or modification of a master document, consult the [[ProDon:Master Document Management|"Master document management" procedure]].  
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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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<br>  
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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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=== Selection of a '''''Word''''' Type Receipt  ===
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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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When the document is created, it is possible to select it in the "Receipt" tab of the organization settings.
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|}
  
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
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To do so, from the software home page, click on the "Configuration" menu, then "Organizations". Select the organization for which the receipts must be generated, then the "Edit/View the organization settings" window opens, go to the "Receipt" tab.  
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After clicking on the [[Image:Button Edit.png]] button, the following window opens up.  
  
 
|-
 
|-
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| colspan="2" | [[Image:Configuration Word Type Receipt 001.png]]<br>
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| colspan="2" | ''<span style="color: rgb(255, 0, 0);">Image coming soon</span>''<br>
 
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|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the type of receipt to be generated.  
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the type of receipt the user wishes to generate.  
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the&nbsp;[[Image:Button Edit.png]] button.  
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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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<br>  
 
<br>  
  
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{| cellspacing="1" cellpadding="1" border="1" style="width: 467px; height: 310px;" class="wikitable"
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{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
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After clicking on the [[Image:Button Edit.png]] button, the "Receipt options" window opens.  
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After clicking on the [[Image:Button Edit.png]] button, the following window opens up.  
  
 
|-
 
|-
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| colspan="2" | [[Image:Configuration Word Type Receipt 002.png]]
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| colspan="2" | [[File:ProDon5_Configuration_of_a_Word_Type_Receipt_002.png]]
 
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|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Select the "Word" type.  
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the " Word " type.  
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''Select the master document created earlier.  
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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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<br>  
 
<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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To generate the receipts, consult the [[ProDon:Processing Receipts to be Issued|" Processing Receipts to be Issued "]] procedure.  
  
 
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{{Footer_ProDon_Version|5.0.5}}<br>
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{{Footer_ProDon}}
 

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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