Difference between revisions of "ProDon:Origin Code Management"

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{{Header_ProDon | 1 | 4.6.7.27 | Nadia Carrier | | 2012/09/07 }}  
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{{Header_ProDon | 1 | 4.6.7.27 | Nadia Carrier | | 2012/09/14 }}  
  
 
== Introduction  ==
 
== Introduction  ==
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The origin code management allows you to create the origin codes necessary in the database. Actually, the origin codes allow you to group donation transaction and beneficiary transaction types. (e.g. donation, fundraising activities, grant, volunteer work hours, etc.).  
 
The origin code management allows you to create the origin codes necessary in the database. Actually, the origin codes allow you to group donation transaction and beneficiary transaction types. (e.g. donation, fundraising activities, grant, volunteer work hours, etc.).  
  
'''NOTE: '''If the [[ProDon:Beneficiaries Module|"Beneficiaries Module"]] is active, you have to create origin codes for donation transactions and beneficiary transactions.
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'''NOTE: '''If the [[ProDon:Beneficiaries Module|"Beneficiaries Module"]] is active, you have to create origin codes for donation transactions and beneficiary transactions.  
  
 
== Origin Code Management  ==
 
== Origin Code Management  ==
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To add or modify origin codes, you must first go to the "Origin Code Management".  
 
To add or modify origin codes, you must first go to the "Origin Code Management".  
  
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=== Add / Edit an Origin Code  ===
 
=== Add / Edit an Origin Code  ===
  
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Revision as of 11:27, 14 September 2012

Template:Header ProDon

Introduction

The origin code management allows you to create the origin codes necessary in the database. Actually, the origin codes allow you to group donation transaction and beneficiary transaction types. (e.g. donation, fundraising activities, grant, volunteer work hours, etc.).

NOTE: If the "Beneficiaries Module" is active, you have to create origin codes for donation transactions and beneficiary transactions.

Origin Code Management

To add or modify origin codes, you must first go to the "Origin Code Management".

To do so, from the software home page, click on the "Transactions" menu, then select "Origin codes".

Origin Code Management 001.png


After clicking on "Origin codes", this window opens.

Origin Code Management 002.png

A: It is the list of all the existing origin codes in ProDon.

B: The Button add plus.png button allows you to create a new origin code. To learn how to fill in the addition or editing of an origin code window, click here.

C: The Button Edit.png button allows you to modify an origin code from the list at A. To learn how to fill in the addition or editing of an origin code window, click here.

D: The Button Minus remove delete.png button allows you to delete an origin code from the list at A.



Add / Edit an Origin Code

After clicking on the Button add plus.png or Button Edit.png button, this window opens.

Origin Code Management 003.png

A: Enter the name of the origin code that will be visible in ProDon.

B: Click on the "Button Check mark Confirm.png Confirm edit" button.






Document name: ProDon:Origin Code Management