Difference between revisions of "ProDon:General Configuration of the Receipt"

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{{Header_TOC}}<br>  
 
{{Header_TOC}}<br>  
  
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'''<u>CAUTION</u>''': This document is for '''VERSION''' '''5''' of ProDon. To get to the version 4 document, [[ProDon:General_Configuration_of_the_Receipt_(Version_4)|click here]].
+
'''<u>CAUTION</u>''': This document is for '''VERSION''' '''5''' of '''''Prodon'''''. To go to the version 4 document, [[ProDon:General_Configuration_of_the_Receipt_(Version_4)|click here]].
  
  
−
<span style="color: rgb(255, 0, 0);">'''CAUTION: This document is currently being revised, it may be possible that some parts are missing or outdated.'''</span>
+
== Introduction  ==
−
 
 
−
 
 
−
== Introduction<br> ==
 
  
 
There are two types of receipts in '''''ProDon''''', the standard receipts and the '''''Word''''' receipts.  
 
There are two types of receipts in '''''ProDon''''', the standard receipts and the '''''Word''''' receipts.  
  
−
The standard receipt is available in many formats, but its customizability is limited. This receipt is constantly updated by '''''Logilys''''' and it is complying with the CRA (Canada Revenue Agency) and with the Canadian standards. Therefore, if the software version is updated regularly, the receipt is updated as well.  
+
The standard receipt is available in many formats, but its customizability is limited. This receipt is constantly updated by '''''Logilys''''' and is complying with the CRA (Canada Revenue Agency) and the Canadian standards. Therefore, if the software version is updated regularly, the receipt is updated at the same time.  
  
 
<br>  
 
<br>  
  
−
The '''''Word''''' receipt is complying 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 that 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.  
+
The '''''Word''''' receipt is complying with the Canadian standards at the time of the delivery of the software. This receipt is a '''''Word''''' document customized by the trainer in accordance with the organization's requests. Since it is a '''''Word''''' document, the customizability options are infinite. However, this type of receipt is not updated by '''''Logilys''''', so it is important to update it in accordance with the Canadian standards. Also, take into consideration that this type of document is generally more complex than a standard '''''Word''''' document and that there is a 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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== General Configuration of the Receipt<br> ==
+
== General Configuration of the Receipt  ==
  
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Usually, only the user "Supervisor" has access to the "System preferences", the other users have a read-only access to them. So, to be able to make the following modifications, enter '''''ProDon''''' with the user name "Supervisor".  
+
Usually, only the "Supervisor" user has access to the "System preferences", other users have a read-only access to them. So, to be able to make the following modifications, enter '''''ProDon''''' with the user name "Supervisor".  
  
 
<br>  
 
<br>  
  
−
=== Organization Management<br> ===
+
=== Organization Management  ===
  
−
Before performing the configuration of the receipt, you have to correctly configure the organization.<br>  
+
Before performing the configuration of the receipt, the organization has to be correctly configured.<br>  
  
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 410px; height: 249px;" class="wikitable"
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 410px; height: 249px;" class="wikitable"
 
|-
 
|-
 
|  
 
|  
−
To do so, from the software home page, click on the "Configuration" menu, then select "Organizations".  
+
To do so, from the software homepage, click on the "Configuration" menu, then select "Organizations".  
  
 
|-
 
|-
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''If there are more than one organization, select the one for which the receipt must be configured.  
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''If there are many organizations, select the one for which the receipt must be configured.  
  
 
| width="50%" |  
 
| width="50%" |  
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''If not already done so, it is possible to enter here the information related to the foundation. Some of the information will appear on the receipt.  
+
'''<span style="color: rgb(255, 0, 0);">C: </span>'''If not already done so, it is possible here to enter the information related to the organization. Some information will appear on the receipt.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button translate.png]] button, which is at the end of the line of the "Address" field allows you to translate the address main line for all the active languages in '''''ProDon'''''.  
+
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button translate.png]] button, which is at the end of the line of the "Address" field allows the translation of the address main line in all the active languages of '''''ProDon'''''.  
  
 
|}
 
|}
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|-
 
|-
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| style="text-align: center;" | [[File:ProDon5_General_Configuration_of_the_Receipt_007.png]]
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| style="text-align: center;" | [[File:ProDon5_General_Configuration_of_the_Receipt_006.png]]
 
|-
 
|-
 
|  
 
|  
−
Enter the right address in the corresponding languages.  
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Enter the correct address in the corresponding languages.  
−
 
 
−
|}
 
  
−
<br>
+
|}
  
 
<br>  
 
<br>  
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=== Receipt configuration  ===
 
=== Receipt configuration  ===
  
−
To configure the receipt, you must select the "Configuration" tab and "Configure Receipts". <br>
+
To configure the receipt, select the "Configuration" tab and "Configure Receipts". <br>
 
{| class="wikitable"
 
{| class="wikitable"
 
![[File:ProDon5_General_Configuration_of_the_Receipt_004.png]]
 
![[File:ProDon5_General_Configuration_of_the_Receipt_004.png]]
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> S'il y a plus d'un organisme, sélectionner celui pour lequel le reçu doit être configuré.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> If there are many organizations, select the one that must be configured.
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Cliquer sur le bouton [[Image:Bouton Modifier.png]].  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Click on the button [[Image:Button Edit.png]].  
  
 
|}
 
|}
  
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==== Onglet "Miscellaneous" ====
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==== "Miscellaneous" tab ====
  
−
L'onglet « Divers&nbsp;» permet d'effectuer la configuration générale du reçu.<br>  
+
The "Miscellaneous" tab allows the general configuration of the receipt to be configured. <br>  
  
−
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 594px; height: 873px;"
+
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" |After clicking the button [[Image:Button Edit.png]], the "Edit/View receipt configuration" window opens.
 
|-
 
|-
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| colspan="2" | [[File:ProDon5_General_Configuration_of_the_Receipt_006.png]]
+
| colspan="2" | [[File:ProDon5_General_Configuration_of_the_Receipt_007.png]]<br>
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to specify the next receipt number to be used. It is strongly recommended to leave the default number, the software always takes the number following the last issued receipt.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the receipt to be generate when transferring transactions.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to issue the receipts at the time of the transaction transfer.<br>
+
<span style="color: rgb(255, 0, 0);">'''B: '''</span> Allows the display of the current cumulative of receipts to be issued by clients. The displayed result will depend of the applied filter.  
  
 
|-
 
|-
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| width="50%" |  
+
|  
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Displays a column containing the total of the receipts to be issued for a client in the [[ProDon:Processing Receipts to be Issued|processing of receipts to be issued]].  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Determines if the selling price is high enough to issue a receipt. For example, the buying price must exceed 80% of the selling price to issue a receipt (an article bought at $100 must be sold for at least $125).  
 +
 
  
−
| width="50%" |  
+
|  
−
'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to determine if the sale price is high enough to issue a receipt. In this example, the purchase price must exceed 80% of the sale price to issue a receipt (an item bought for $100 must be sold for at least $125).  
+
<span style="color: rgb(255, 0, 0);">'''D: '''</span> Enables split receipts for contacts who are different. <br>
  
 
|-
 
|-
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| width="50%" |  
+
|  
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''Allows you to determine the receipt type that will be used. For more information concerning the receipt types, [[ProDon:Processing Receipts to be Issued#Receipt_Types|click here]].  
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> Enables the receipt to show the contact.  
  
−
| width="50%" |  
+
|  
−
'''<span style="color: rgb(255, 0, 0);">F: </span>'''Allows you to determine whether it is a standard type receipt or a '''''Word''''' type receipt.  
+
<span style="color: rgb(255, 0, 0);">'''F:'''</span> Determines the receipt type of receipt that will be used. For more information about the receipt types, [[ProDon:Processing_Receipts_to_be_Issued#Receipt_Types|click here]].  
  
 
|-
 
|-
−
| width="50%" |
+
|  
−
'''<span style="color: rgb(255, 0, 0);">G: </span>'''Allows you to determine the paper format and the number of copies of the receipt that will be generated.  
+
<span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows a choice of standard type  or ''''Word'''' type receipt.
 +
|
 +
<span style="color: rgb(255, 0, 0);">'''H:'''</span> Gives a choice of the paper format and of how many receipt copies will be generated.
 +
|-
 +
|<span style="color: rgb(255, 0, 0);">'''I:'''</span> The [[Image:Button Edit.png]] button allows the edit of the "Type" and "Document" fields of the selected type of receipt.
  
−
| width="50%" |
+
|<span style="color: rgb(255, 0, 0);">'''J:'''</span> Allows the edit the nomenclature that is over the receipt. The only ones included with the software are French and English. If a translation another languages is needed, it will have to be entered manually.  
−
'''<span style="color: rgb(255, 0, 0);">H: </span>'''The [[Image:Button Edit.png]] button allows you to modify the "Type" and "Document" fields of the selected receipt type.  
 
  
 
|}
 
|}
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<br>
 
<br>
−
 
−
==== Onglet «&nbsp;Divers »  ====
 
−
 
−
L'onglet « Divers&nbsp;» permet d'effectuer la configuration générale du reçu.<br>
 
−
 
−
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
| colspan="2" |Après avoir cliquer sur le bouton [[Image:Button Edit.png]], la fenêtre « Modification/Consultation de la configuration des reçus » s'ouvre.
 
−
|-
 
−
| colspan="2" | [[Fichier:ProDon5 Configuration générale d'un reçu 007.png]]<br>
 
−
|-
 
−
| width="50%" |
 
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de produire les reçus au moment du report des transactions.
 
−
 
−
| width="50%" |
 
−
<span style="color: rgb(255, 0, 0);">'''B&nbsp;: '''</span>Permet de cumuler le total des reçus à émettre.
 
−
 
−
|-
 
−
|
 
−
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet de déterminer si le prix de vente est assez élevé pour émettre un reçu. Dans cet exemple, le prix d'achat doit excéder 80% du prix de vente pour pouvoir émettre un reçu (un article acheté à 100$, doit être vendu à au moins 125$).
 
−
 
−
|
 
−
<span style="color: rgb(255, 0, 0);">'''D&nbsp;: '''</span>Permet de séparer les reçus pour les contacts qui sont différents.☃☃<br>
 
−
 
−
|-
 
−
|
 
−
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet de voir le contact sur le reçu.
 
−
 
−
|
 
−
<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Permet de déterminer le type de reçu qui sera utilisé. Pour plus d'informations concernant les types de reçus, [[ProDon:Traitement des reçus à émettre#Types_de_re.C3.A7us|cliquer ici]]. 
 
−
 
−
|-
 
−
|
 
−
<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Permet de déterminer s'il s'agit d'un reçu de type standard ou '''''Word'''''.
 
−
 
−
|
 
−
<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> Permet de déterminer le format de papier et le nombre de copies du reçu qui seront générés.
 
−
|-
 
−
|<span style="color: rgb(255, 0, 0);">'''I :'''</span> Le bouton [[Image:Button Edit.png]] permet de modifier les champs « Type » et « Document » du type de reçu sélectionné.
 
−
|<span style="color: rgb(255, 0, 0);">'''J :'''</span> Permet de modifier les nomenclatures qui sont réparties sur l’ensemble du reçu. Seules les mentions française et anglaise sont fournies avec le logiciel, si des traductions vers d'autres langues sont nécessaires, il faudra les effectuer.
 
−
|}
 
−
 
  
 
{{Footer_ProDon_Version|5.0.3}}<br>
 
{{Footer_ProDon_Version|5.0.3}}<br>

Latest revision as of 13:00, 17 May 2019

General Configuration of the Receipt

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


Introduction

There are two types of receipts in ProDon, the standard receipts and the Word receipts.

The standard receipt is available in many formats, but its customizability is limited. This receipt is constantly updated by Logilys and is complying with the CRA (Canada Revenue Agency) and the Canadian standards. Therefore, if the software version is updated regularly, the receipt is updated at the same time.


The Word receipt is complying with the Canadian standards at the time of the delivery of the software. This receipt is a Word document customized by the trainer in accordance with the organization's requests. Since it is a Word document, the customizability options are infinite. However, this type of receipt is not updated by Logilys, so it is important to update it in accordance with the Canadian standards. Also, take into consideration that this type of document is generally more complex than a standard Word document and that there is a 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.


General Configuration of the Receipt

Usually, only the "Supervisor" user has access to the "System preferences", other users have a read-only access to them. So, to be able to make the following modifications, enter ProDon with the user name "Supervisor".


Organization Management

Before performing the configuration of the receipt, the organization has to be correctly configured.

To do so, from the software homepage, click on the "Configuration" menu, then select "Organizations".

ProDon5 General Configuration of the Receipt 001.png


After clicking on "Organizations", the "Organization management" window opens.

ProDon5 General Configuration of the Receipt 002.png

A: If there are many organizations, select the one for which the receipt must be configured.

B: Click on the Button Edit.png button.


After clicking on the Button Edit.png button, the "Edit/View organization settings" window opens.

ProDon5 General Configuration of the Receipt 003.png

C: If not already done so, it is possible here to enter the information related to the organization. Some information will appear on the receipt.

D: The Button translate.png button, which is at the end of the line of the "Address" field allows the translation of the address main line in all the active languages of ProDon.


After clicking on the Button translate.png button, the "Translation of a value" window opens.

ProDon5 General Configuration of the Receipt 006.png

Enter the correct address in the corresponding languages.



Receipt configuration

To configure the receipt, select the "Configuration" tab and "Configure Receipts".

ProDon5 General Configuration of the Receipt 004.png


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

ProDon5 General Configuration of the Receipt 005.png


A: If there are many organizations, select the one that must be configured.

B: Click on the button Button Edit.png.

"Miscellaneous" tab

The "Miscellaneous" tab allows the general configuration of the receipt to be configured.

After clicking the button Button Edit.png, the "Edit/View receipt configuration" window opens.
ProDon5 General Configuration of the Receipt 007.png

A: Allows the receipt to be generate when transferring transactions.

B: Allows the display of the current cumulative of receipts to be issued by clients. The displayed result will depend of the applied filter.

C: Determines if the selling price is high enough to issue a receipt. For example, the buying price must exceed 80% of the selling price to issue a receipt (an article bought at $100 must be sold for at least $125).


D: Enables split receipts for contacts who are different.

E: Enables the receipt to show the contact.

F: Determines the receipt type of receipt that will be used. For more information about the receipt types, click here.

G: Allows a choice of standard type or 'Word' type receipt.

H: Gives a choice of the paper format and of how many receipt copies will be generated.

I: The Button Edit.png button allows the edit of the "Type" and "Document" fields of the selected type of receipt. J: Allows the edit the nomenclature that is over the receipt. The only ones included with the software are French and English. If a translation another languages is needed, it will have to be entered manually.


For the configuration of the standard receipt, click here.

For the configuration of the Word receipt, click here.


Document name: ProDon:General Configuration of the Receipt
Version : 5.0.3


Retrieved from "http://wikien.logilys.com/index.php?title=ProDon:General_Configuration_of_the_Receipt&oldid=10114"