ProDon:Traitement des transactions (à traduire) : Différence entre versions
(→Introduction) (Balise : Éditeur visuel) |
|||
(15 révisions intermédiaires par 2 utilisateurs non affichées) | |||
Ligne 7 : | Ligne 7 : | ||
This procedure is the simplified transaction processing in Prodon. | This procedure is the simplified transaction processing in Prodon. | ||
− | + | For more detailed explanations of transaction processing, please refer to the documents "[https://wikien.logilys.com/index.php/ProDon:Transaction_Logging Transaction Logging]", "[https://wikien.logilys.com/index.php/ProDon:Validation_and_Transfer_of_a_Transaction_Batch Validation and Transfer of a Transaction Batch]", "[https://wikien.logilys.com/index.php/ProDon:Processing_Receipts_to_be_Issued Processing Receipts to be Issued]", "[https://wikien.logilys.com/index.php/ProDon:Processing_Documents_to_be_Issued Processing Documents to be Issued]" and "[[ProDon:Dons In Memoriam|Traitement par lot: Dons in Memoriam]]" (Batch processing: Memorial). | |
[[Fichier:Transaction Processing 005.png|gauche|sans_cadre]] | [[Fichier:Transaction Processing 005.png|gauche|sans_cadre]] | ||
Ligne 22 : | Ligne 22 : | ||
|3. Click on [[Image:Bouton Ajouter.png]] to add a new transaction. | |3. Click on [[Image:Bouton Ajouter.png]] to add a new transaction. | ||
|- | |- | ||
− | |4. Search for the client (payer or beneficiary) for whom the transaction is to be added and click on | + | |4. Search for the client (payer or beneficiary) for whom the transaction is to be added and click on [[Fichier:Transaction Processing 001.png]]. |
|- | |- | ||
− | |5. If the client does not already exist in Prodon, click on | + | |5. If the client does not already exist in Prodon, click on [[Fichier:Transaction Processing 002.png]]. |
|- | |- | ||
− | |6. Fill in all the transaction fields and click on | + | |6. Fill in all the transaction fields and click on [[Fichier:Transaction Processing 003.png]]. |
|- | |- | ||
|7. If further transactions are to be entered, repeat steps 4 to 6. | |7. If further transactions are to be entered, repeat steps 4 to 6. | ||
Ligne 40 : | Ligne 40 : | ||
|1. In transaction management, select the appropriate tab ( "Deposit", "Beneficiary", "Instant", "To Be Received" or "To Be Paid"). | |1. In transaction management, select the appropriate tab ( "Deposit", "Beneficiary", "Instant", "To Be Received" or "To Be Paid"). | ||
|- | |- | ||
− | |2. Filter the transactions to be reported (if | + | |2. Filter the transactions to be reported (if required) and click on [[Image:Bouton_reporter_transaction.png ]]. |
|- | |- | ||
− | |3. Select the correct bank account, specify cash (if | + | |3. Select the correct bank account, specify cash (if required) and check the reports to be generated. |
|- | |- | ||
− | |4. Click on | + | |4. Click on [[Image:Bouton_Rapport_imprimer.png]] to validate the batch to ensure that it contains no errors. |
|- | |- | ||
|5. If the batch contains no errors, click on [[Fichier:Transaction Processing 004.png]] and print reports as required. | |5. If the batch contains no errors, click on [[Fichier:Transaction Processing 004.png]] and print reports as required. | ||
Ligne 51 : | Ligne 51 : | ||
=== Batch processing: Receipts (if required) === | === Batch processing: Receipts (if required) === | ||
{| class="wikitable" | {| class="wikitable" | ||
− | | colspan="2" |1. Go to receipts management: [[Fichier:Transaction Processing 006.png|sans_cadre|54x54px]] or "Batch Processing" / " [[Fichier:Mini reçus 5.0.8.4.png]] Receipts". | + | | colspan="2" |1. Go to receipts management: [[Fichier:Transaction Processing 006.png|sans_cadre|54x54px]] or "Batch Processing" / " [[Fichier:Mini reçus 5.0.8.4.png]] Receipts" menu. |
|- | |- | ||
− | | colspan="2" |2. | + | | colspan="2" |2. Select the "Paper Receipts" tab, then the appropriate sub-tab ("Receipts", "Consolidated Receipts", "Receipts With Thank-you", "Consolidated Receipts With Thank-you" or "Receipts to Be Calculated"). |
|- | |- | ||
− | | colspan="2" |3. | + | | colspan="2" |3. Filter the receipts to be generated (if required) and click on [[Image:Bouton_reporter_transaction.png]] . |
|- | |- | ||
− | | colspan="2" |4. | + | | colspan="2" |4. Check the desired options and click on [[Fichier:Transaction Processing 007.png]]. |
|- | |- | ||
− | | colspan="2" |5. | + | | colspan="2" |5. Print receipts and answer question correctly. |
|- | |- | ||
− | | colspan="2" |'''NOTE :''' | + | | colspan="2" |'''NOTE :''' If these are e-receipts, it's the same generate button, but the sub-tabs are different. |
|} | |} | ||
− | === | + | === Batch processing: Documents (if required) === |
{| class="wikitable" | {| class="wikitable" | ||
− | | colspan="2" |1. | + | | colspan="2" |1. Go to document management: [[Fichier:Prodon5 Traitement des transactions 015.png|sans_cadre|60x60px]] or "Batch Processing" / "[[Fichier:Mini doc 5.0.8.4.png]] Documents" menu. |
|- | |- | ||
− | | colspan="2" |2. | + | | colspan="2" |2. Select the "Transferred transactions" tab. |
|- | |- | ||
− | | colspan="2" |3. | + | | colspan="2" |3. Filter the documents to be generated (if required) and click on [[Image:Bouton_reporter_transaction.png]]. |
|- | |- | ||
− | | colspan="2" |4. | + | | colspan="2" |4. Check the desired options and click on [[Fichier:Transaction Processing 008.png]]. |
|- | |- | ||
− | | colspan="2" |5. | + | | colspan="2" |5. Print the documents and answer the question correctly. |
|} | |} | ||
− | === | + | === Batch processing: Memorial (if required) === |
{| width="750" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="750" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
− | |1. | + | |1. Go to memorial document management: [[Fichier:Transaction Processing 009.png|sans_cadre|61x61px]] or "Batch Processing" / " [[Fichier:Mini dim 5.0.8.4.png]] Memorial Donations" menu. |
|- | |- | ||
− | |2. | + | |2. Click on [[Image:Bouton_reporter_transaction.png]] to generate unprocessed documents. |
|- | |- | ||
− | |3. | + | |3. Check the documents to be generated (report and documents) and click on [[Fichier:Transaction Processing 008.png]]. |
|- | |- | ||
− | |4. | + | |4. Print the documents and answer the question correctly. |
|}<br> | |}<br> | ||
{{BasPage_ProDon}} | {{BasPage_ProDon}} |
Version actuelle datée du 9 janvier 2025 à 15:26
Traitement des transactions (à traduire) |
Titre: Transaction processing
Introduction
This procedure is the simplified transaction processing in Prodon.
For more detailed explanations of transaction processing, please refer to the documents "Transaction Logging", "Validation and Transfer of a Transaction Batch", "Processing Receipts to be Issued", "Processing Documents to be Issued" and "Traitement par lot: Dons in Memoriam" (Batch processing: Memorial).
Transaction entry
Transaction report
Batch processing: Receipts (if required)
Batch processing: Documents (if required)
Batch processing: Memorial (if required)
Nom du document : ProDon:Traitement des transactions (à traduire)