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Posted to commits@ofbiz.apache.org by jl...@apache.org on 2009/11/16 09:05:16 UTC
svn commit: r880651 - in /ofbiz/trunk/applications/accounting/data/helpdata:
HELP_ACCOUNTING_BillingAccountInvoices.xml
HELP_ACCOUNTING_BillingAccountPayments.xml
HELP_ACCOUNTING_EditBillingAccount.xml
HELP_ACCOUNTING_EditBillingAccountTerms.xml
Author: jleroux
Date: Mon Nov 16 08:05:11 2009
New Revision: 880651
URL: http://svn.apache.org/viewvc?rev=880651&view=rev
Log:
Some itemizedlists and orderedlists in Accounting Help
Modified:
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BillingAccountInvoices.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BillingAccountPayments.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccount.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccountTerms.xml
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BillingAccountInvoices.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BillingAccountInvoices.xml?rev=880651&r1=880650&r2=880651&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BillingAccountInvoices.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BillingAccountInvoices.xml Mon Nov 16 08:05:11 2009
@@ -13,60 +13,83 @@
the specific language governing permissions and limitations under the
License.
-->
-<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
- version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
+<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0"
+ xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
xmlns="http://docbook.org/ns/docbook">
<title>The Billing Account Invoices help screen</title>
- <para>The Billing Account Find Invoices screen displays by default a
- list of invoices that have been charged to the billing account.</para>
-
- <para>Any invoice displayed here means that its invoice amount has been
- deducted from the billing account credit limit.For example: If the
- Billing Account Credit Limit is $100 and the there are 2 invoices
- displayed with amounts $10 and $25 then the available credit for the
- billing account will be $75.</para>
- <para>The invoice can be at various statues and there is an option to
- locate an invoice by status.</para>
- <para>It is also used to apply any payments that have been made into
- the Billing Account to an invoice. A 'Capture' button is displayed
- next to each invoice displayed that has an amount outstanding.</para>
+ <para>The Billing Account Find Invoices screen displays by default a list of invoices that have
+ been charged to the billing account.</para>
+ <para>Any invoice displayed here means that its invoice amount has been deducted from the
+ billing account credit limit.For example: If the Billing Account Credit Limit is $100 and
+ the there are 2 invoices displayed with amounts $10 and $25 then the available credit for
+ the billing account will be $75.</para>
+ <para>The invoice can be at various statues and there is an option to locate an invoice by
+ status.</para>
+ <para>It is also used to apply any payments that have been made into the Billing Account to an
+ invoice. A 'Capture' button is displayed next to each invoice displayed that has an amount
+ outstanding.</para>
<para>Example:</para>
- <para>* Two invoices are charged to a Billing Account (Invoice A $10
- and Invoice B $25)</para>
- <para>* A payment of $17 has been paid into the Billing Account</para>
- <para>* If the Capture button is pressed for the invoice A then $10 of
- the $17 payment will be applied to this invoice and a new payment
- transaction of $7 will be created and available to apply to a
- different invoice
- </para>
+ <para>
+ <itemizedlist>
+ <listitem>
+ <para>Two invoices are charged to a Billing Account (Invoice A $10 and Invoice B
+ $25)</para>
+ </listitem>
+ <listitem>
+ <para>A payment of $17 has been paid into the Billing Account</para>
+ </listitem>
+ <listitem>
+ <para>If the Capture button is pressed for the invoice A then $10 of the $17 payment
+ will be applied to this invoice and a new payment transaction of $7 will be
+ created and available to apply to a different invoice </para>
+ </listitem>
+ </itemizedlist>
+ </para>
<section>
<title>How do I locate an invoice by status?</title>
- <para>Select the 'Invoices' sub menu</para>
- <para>Use the drop down box to select the 'Status Id' for the invoice
- required</para>
- <para>Press the 'Submit' button</para>
- <para>A list of invoices with the required status will be displayed
+ <para>
+ <orderedlist>
+ <listitem>
+ <para>Select the 'Invoices' sub menu</para>
+ </listitem>
+ <listitem>
+ <para>Use the drop down box to select the 'Status Id' for the invoice
+ required</para>
+ </listitem>
+ <listitem>
+ <para>Press the 'Submit' button</para>
+ </listitem>
+ </orderedlist>
</para>
+ <para>A list of invoices with the required status will be displayed </para>
</section>
<section>
<title>ow do I capture a payment for an invoice?</title>
- <para>IMPORTANT: In order for this to work a payment needs to have
- been made to the billing account that has not been completely applied
- to any other invoices. Payments to a billing account can be done via
- the 'Payments' sub menu for the billing account or by using
- Accounting / Payments menu.</para>
- <para> Select the 'Invoices' sub menu</para>
- <para>Locate the invoice required (NOTE: The 'Amount to Apply' is the
- same as the 'Total' column)</para>
- <para>Press the 'Capture' button (NOTE: The 'Amount to Apply' is
- different to the 'Total' column)</para>
- <para>The 'Capture' button is no longer displayed next to the invoice
- and an additional payments transaction will be created for any
- difference between the invoice total and the amount paid (Eg Invoice
- Total $100, Payment Amount $125, the new payment transaction amount
- will be $25)</para>
- <para>NOTE: The above example assumes that the payment available will
- cover the total amount outstanding for the invoice</para>
+ <para>IMPORTANT: In order for this to work a payment needs to have been made to the billing
+ account that has not been completely applied to any other invoices. Payments to a
+ billing account can be done via the 'Payments' sub menu for the billing account or by
+ using Accounting / Payments menu.</para>
+ <para>
+ <orderedlist>
+ <listitem>
+ <para>Select the 'Invoices' sub menu</para>
+ </listitem>
+ <listitem>
+ <para>Locate the invoice required (NOTE: The 'Amount to Apply' is the same as
+ the 'Total' column)</para>
+ </listitem>
+ <listitem>
+ <para>Press the 'Capture' button (NOTE: The 'Amount to Apply' is different to
+ the 'Total' column)</para>
+ </listitem>
+ </orderedlist>
+ </para>
+ <para>The 'Capture' button is no longer displayed next to the invoice and an additional
+ payments transaction will be created for any difference between the invoice total and
+ the amount paid (Eg Invoice Total $100, Payment Amount $125, the new payment transaction
+ amount will be $25)</para>
+ <para>NOTE: The above example assumes that the payment available will cover the total amount
+ outstanding for the invoice</para>
</section>
-</section>
\ No newline at end of file
+</section>
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BillingAccountPayments.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BillingAccountPayments.xml?rev=880651&r1=880650&r2=880651&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BillingAccountPayments.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BillingAccountPayments.xml Mon Nov 16 08:05:11 2009
@@ -13,74 +13,119 @@
the specific language governing permissions and limitations under the
License.
-->
-<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
- version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
+<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0"
+ xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
xmlns="http://docbook.org/ns/docbook">
<title>The Billing Account Payments help screen</title>
- <para>This sub menu allows the creation of a payment that is
- automatically applied to the billing account.</para>
- <para>It is used when a payment has been received from a customer that
- is used to pay off the balance (or part balance) of a billing account.
- </para>
- <para>An example of how this works is similar to a credit card
- statement where a list of transactions have been incurred over the
- previous month and one payment is used to settle the outstanding
- balance.</para>
+ <para>This sub menu allows the creation of a payment that is automatically applied to the
+ billing account.</para>
+ <para>It is used when a payment has been received from a customer that is used to pay off the
+ balance (or part balance) of a billing account. </para>
+ <para>An example of how this works is similar to a credit card statement where a list of
+ transactions have been incurred over the previous month and one payment is used to settle
+ the outstanding balance.</para>
<section>
<title>How do I add a payment to a billing account?</title>
- <para>Select the 'Payments' sub menu</para>
- <para>The 'Create Payment' screen is displayed</para>
- <para>Enter or use the lookup to enter the 'From Party Id' (NOTE: By
- default this will be the Bill To Party of the Billing Account)</para>
- <para>Select the 'Organisation Party Id' from the drop down box</para>
- <para>Select the 'Payment Type Id' from the drop down box (NOTE: By
- default this will be set to 'Customer Deposit')</para>
- <para>Leave the 'Payment Method Type' as 'Billing Account' (NOTE TO
- CHECK: What happens if you do change this....)</para>
- <para>Enter the 'Amount' of the payment</para>
- <para>Press the 'Create' button</para>
+ <para>
+ <orderedlist>
+ <listitem>
+ <para>Select the 'Payments' sub menu</para>
+ </listitem>
+ <listitem>
+ <para>The 'Create Payment' screen is displayed</para>
+ </listitem>
+ <listitem>
+ <para>Enter or use the lookup to enter the 'From Party Id' (NOTE: By default
+ this will be the Bill To Party of the Billing Account)</para>
+ </listitem>
+ <listitem>
+ <para>Select the 'Organisation Party Id' from the drop down box</para>
+ </listitem>
+ <listitem>
+ <para>Select the 'Payment Type Id' from the drop down box (NOTE: By default this
+ will be set to 'Customer Deposit')</para>
+ </listitem>
+ <listitem>
+ <para>Leave the 'Payment Method Type' as 'Billing Account' (NOTE TO CHECK: What
+ happens if you do change this....)</para>
+ </listitem>
+ <listitem>
+ <para>Enter the 'Amount' of the payment</para>
+ </listitem>
+ <listitem>
+ <para>Press the 'Create' button</para>
+ </listitem>
+ </orderedlist>
+ </para>
<para>The new entry is displayed at the bottom of the screen. </para>
- <para>NOTE: The total amount of the payment will be applied to the
- Billing Account. This can be verified by going to Accounting /
- Payments menu and locating the newly created payment. The 'Amount to
- Apply' column will be zero.</para>
+ <para>NOTE: The total amount of the payment will be applied to the Billing Account. This can
+ be verified by going to Accounting / Payments menu and locating the newly created
+ payment. The 'Amount to Apply' column will be zero.</para>
</section>
<section>
<title>How do I update a payment for a billing account?</title>
- <para>A payment can be updated for a billing account by amending the
- amount of the payment that has been applied to the billing account.
- For example if a payment of $100 has been applied to a billing
- account it can be amended so that only $75 will be applied and $25
+ <para>A payment can be updated for a billing account by amending the amount of the payment
+ that has been applied to the billing account. For example if a payment of $100 has been
+ applied to a billing account it can be amended so that only $75 will be applied and $25
will be available to be applied elsewhere.</para>
- <para>Click on the 'Payment Id' of the payment that needs to be
- removed</para>
- <para>The 'Payment Overview' screen is displayed</para>
- <para>Press the 'Update' button in the 'Payments Applied' box</para>
- <para>The 'Payment Applications' screen is displayed</para>
- <para>Locate the 'Billing Account Id' and 'Amount Applied'</para>
- <para>Amend the 'Amount Applied' for the billing account</para>
- <para>Press the 'Update' button next to the entry that refers to the
- 'Billing Account Id'</para>
- <para>A message will be displayed saying that the payment has been
- removed from the billing account</para>
+ <para>
+ <orderedlist>
+ <listitem>
+ <para>Click on the 'Payment Id' of the payment that needs to be removed</para>
+ </listitem>
+ <listitem>
+ <para>The 'Payment Overview' screen is displayed</para>
+ </listitem>
+ <listitem>
+ <para>Press the 'Update' button in the 'Payments Applied' box</para>
+ </listitem>
+ <listitem>
+ <para>The 'Payment Applications' screen is displayed</para>
+ </listitem>
+ <listitem>
+ <para>Locate the 'Billing Account Id' and 'Amount Applied'</para>
+ </listitem>
+ <listitem>
+ <para>Amend the 'Amount Applied' for the billing account</para>
+ </listitem>
+ <listitem>
+ <para>Press the 'Update' button next to the entry that refers to the 'Billing
+ Account Id'</para>
+ </listitem>
+ </orderedlist>
+ </para>
+ <para>A message will be displayed saying that the payment has been removed from the billing
+ account</para>
</section>
<section>
<title>How do I delete a payment from a billing account?</title>
- <para>A payment can be removed from billing account by removing the
- link that has applied the payment to the billing account.</para>
- <para>Click on the 'Payment Id' of the payment that needs to be
- removed</para>
- <para>The 'Payment Overview' screen is displayed</para>
- <para>Press the 'Update' button in the 'Payments Applied' box</para>
- <para>The 'Payment Applications' screen is displayed</para>
- <para>Press the 'Remove' button next to the entry that refers to the
- 'Billing Account Id'</para>
- <para>A message will be displayed saying that the payment has been
- removed from the billing account</para>
- <para>NOTE : The above example was done when the payment status was at
- 'Not Paid' - need to test if it still works if the payment status is
- at 'Received' or 'Confirmed' too.
+ <para>A payment can be removed from billing account by removing the link that has applied
+ the payment to the billing account.</para>
+ <para>
+ <orderedlist>
+ <listitem>
+ <para>Click on the 'Payment Id' of the payment that needs to be removed</para>
+ </listitem>
+ <listitem>
+ <para>The 'Payment Overview' screen is displayed</para>
+ </listitem>
+ <listitem>
+ <para>Press the 'Update' button in the 'Payments Applied' box</para>
+ </listitem>
+ <listitem>
+ <para>The 'Payment Applications' screen is displayed</para>
+ </listitem>
+ <listitem>
+ <para>Press the 'Remove' button next to the entry that refers to the 'Billing
+ Account Id'</para>
+ </listitem>
+ </orderedlist>
+ </para>
+ <para>A message will be displayed saying that the payment has been removed from the billing
+ account</para>
+ <para>NOTE : The above example was done when the payment status was at 'Not Paid' - need to
+ test if it still works if the payment status is at 'Received' or 'Confirmed' too.
</para>
</section>
-</section>
\ No newline at end of file
+</section>
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccount.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccount.xml?rev=880651&r1=880650&r2=880651&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccount.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccount.xml Mon Nov 16 08:05:11 2009
@@ -13,83 +13,147 @@
the specific language governing permissions and limitations under the
License.
-->
-<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
- version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
+<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0"
+ xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
xmlns="http://docbook.org/ns/docbook">
<title>The Edit Billing Account help screen</title>
- <para>The 'Account' sub menu is used to enter the basic details
- required for setting up a new billing account or editing an existing
- one.</para>
- <para>It can be used to create or update the following details for a
- Billing Account:</para>
- <para>* Billing Account Identification</para>
- <para>* Party to be Billed</para>
- <para>* Billing Account Limit (NOTE: This is how much credit the
- customer will be given eg $5000)</para>
- <para>* Currency to be used for Billing Account</para>
- <para>* Start and End Dates </para>
- <para>NOTE: There are currently two ways to add a party to a billing
- account.</para>
- <para>1. Enter a party id in the 'Party Billed To' field</para>
- <para>2. Use the 'Roles' sub menu to add a party id with the role of
- 'Bill To Customer'</para>
- <para>If using the first method then when you press the update button
- this removes the party id from this field and automatically creates
- the party under the Roles sub menu with the role of 'Bill To Customer'
+ <para>The 'Account' sub menu is used to enter the basic details required for setting up a new
+ billing account or editing an existing one.</para>
+ <para>It can be used to create or update the following details for a Billing Account:</para>
+ <para>
+ <itemizedlist>
+ <listitem>
+ <para>Billing Account Identification</para>
+ </listitem>
+ <listitem>
+ <para>Party to be Billed</para>
+ </listitem>
+ <listitem>
+ <para>Billing Account Limit (NOTE: This is how much credit the customer will be
+ given eg $5000)</para>
+ </listitem>
+ <listitem>
+ <para>Currency to be used for Billing Account</para>
+ </listitem>
+ <listitem>
+ <para>Start and End Dates </para>
+ </listitem>
+ </itemizedlist>
+ </para>
+ <para>NOTE: There are currently two ways to add a party to a billing account.</para>
+ <para>
+ <orderedlist>
+ <listitem>
+ <para>Enter a party id in the 'Party Billed To' field</para>
+ </listitem>
+ <listitem>
+ <para>Use the 'Roles' sub menu to add a party id with the role of 'Bill To
+ Customer'</para>
+ </listitem>
+ <listitem>
+ <para>If using the first method then when you press the update button this removes
+ the party id from this field and automatically creates the party under the Roles
+ sub menu with the role of 'Bill To Customer' </para>
+ </listitem>
+ </orderedlist>
</para>
<section>
<title>How do I create a new Billing Account?</title>
- <para>NOTE TO CHECK: If the party doesnt have the role 'Bill To
- Customer' is it automatically added when the billing account is
- created or will the creation fail?..</para>
+ <para>NOTE TO CHECK: If the party doesnt have the role 'Bill To Customer' is it
+ automatically added when the billing account is created or will the creation
+ fail?..</para>
<para>Example: To create a new Billing Account</para>
- <para>Press the 'New' button and the 'Edit Billing Account' screen is
- displayed</para>
- <para>Enter a code or number for the 'Billing Account Id' (NOTE: If
- this is left blank a number will be automatically generated)</para>
- <para>Enter a number for the 'Billing Account Limit' (eg 5000)</para>
- <para>Leave the 'Account Currency UOM Id' as it is (NOTE: This should
- be the default currency for Company...)</para>
- <para>Enter a description that can be used to identify the Billing
- Account (eg Joe Bloggs Builders Billing Account)</para>
- <para>Leave the 'Contact Mech' field as it is (NOTE: This field cannot
- be filled in until either the 'Party Billed To' has been filled in or
- a party with the role of 'Bill To Customer' has been added under the
- 'Roles' sub menu</para>
- <para>Enter the Billing Account start date in the 'From Date' field.
- (NOTE: If left blank then this will default to the current date and
- time. NOTE TO CHECK: Can this date be in the future.....?)</para>
- <para>Leave the 'Thru date' field blank</para>
- <para>Enter or use the lookup to select the 'Party Billed To'</para>
- <para>Press the 'Update' button</para>
- <para>After the 'Update' button has been pressed then the 'Contact
- Mech Id' field will either be automatically filled in or will allow
- you to select a contact mech from a drop down list
+ <para>
+ <orderedlist>
+ <listitem>
+ <para>Press the 'New' button and the 'Edit Billing Account' screen is
+ displayed</para>
+ </listitem>
+ <listitem>
+ <para>Enter a code or number for the 'Billing Account Id' (NOTE: If this is left
+ blank a number will be automatically generated)</para>
+ </listitem>
+ <listitem>
+ <para>Enter a number for the 'Billing Account Limit' (eg 5000)</para>
+ </listitem>
+ <listitem>
+ <para>Leave the 'Account Currency UOM Id' as it is (NOTE: This should be the
+ default currency for Company...)</para>
+ </listitem>
+ <listitem>
+ <para>Enter a description that can be used to identify the Billing Account (eg
+ Joe Bloggs Builders Billing Account)</para>
+ </listitem>
+ <listitem>
+ <para>Leave the 'Contact Mech' field as it is (NOTE: This field cannot be filled
+ in until either the 'Party Billed To' has been filled in or a party with the
+ role of 'Bill To Customer' has been added under the 'Roles' sub menu</para>
+ </listitem>
+ <listitem>
+ <para>Enter the Billing Account start date in the 'From Date' field. (NOTE: If
+ left blank then this will default to the current date and time. NOTE TO
+ CHECK: Can this date be in the future.....?)</para>
+ </listitem>
+ <listitem>
+ <para>Leave the 'Thru date' field blank</para>
+ </listitem>
+ <listitem>
+ <para>Enter or use the lookup to select the 'Party Billed To'</para>
+ </listitem>
+ <listitem>
+ <para>Press the 'Update' button</para>
+ </listitem>
+ </orderedlist>
</para>
+ <para>After the 'Update' button has been pressed then the 'Contact Mech Id' field will
+ either be automatically filled in or will allow you to select a contact mech from a drop
+ down list </para>
</section>
<section>
<title>How do I update an existing Billing Account?</title>
- <para>Billing Account details can be updated. A key field that may
- need to be updated is the actual Billing Account Limit if a customer
- reduces or improves their credit rating</para>
+ <para>Billing Account details can be updated. A key field that may need to be updated is the
+ actual Billing Account Limit if a customer reduces or improves their credit
+ rating</para>
<para>Example: To Update a Billing Account</para>
- <para>Click on the 'Billing Account Id' of the Billing Account to
- updated</para>
- <para>The 'Edit Billing Account' screen is displayed</para>
- <para>Enter the changes required</para>
- <para>Press the 'Update' button</para>
+ <para>
+ <orderedlist>
+ <listitem>
+ <para>Click on the 'Billing Account Id' of the Billing Account to updated</para>
+ </listitem>
+ <listitem>
+ <para>The 'Edit Billing Account' screen is displayed</para>
+ </listitem>
+ <listitem>
+ <para>Enter the changes required</para>
+ </listitem>
+ <listitem>
+ <para>Press the 'Update' button</para>
+ </listitem>
+ </orderedlist>
+ </para>
</section>
<section>
<title>How do I delete a Billing Account?</title>
- <para>Billing Accounts cannot be deleted. They can only be expired.
- This means that they will no longer be able to be used to associate
- invoices or payments against.</para>
+ <para>Billing Accounts cannot be deleted. They can only be expired. This means that they
+ will no longer be able to be used to associate invoices or payments against.</para>
<para>Example: To Expire a Billing Account</para>
- <para> Click on the 'Billing Account Id' of the Billing Account to be
- expired</para>
- <para>The 'Edit Billing Account' screen is displayed</para>
- <para>Enter the current date in the 'Thru date' field</para>
- <para>Press the 'Update' button </para>
+ <para>
+ <orderedlist>
+ <listitem>
+ <para> Click on the 'Billing Account Id' of the Billing Account to be
+ expired</para>
+ </listitem>
+ <listitem>
+ <para>The 'Edit Billing Account' screen is displayed</para>
+ </listitem>
+ <listitem>
+ <para>Enter the current date in the 'Thru date' field</para>
+ </listitem>
+ <listitem>
+ <para>Press the 'Update' button </para>
+ </listitem>
+ </orderedlist>
+ </para>
</section>
-</section>
\ No newline at end of file
+</section>
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccountTerms.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccountTerms.xml?rev=880651&r1=880650&r2=880651&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccountTerms.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccountTerms.xml Mon Nov 16 08:05:11 2009
@@ -13,50 +13,94 @@
the specific language governing permissions and limitations under the
License.
-->
-<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
- version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
+<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0"
+ xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
xmlns="http://docbook.org/ns/docbook">
<title>The Billing Account Terms help screen</title>
- <para>This sub menu allows terms to be associated with a billing
- account. Currently these can be the following:</para>
- <para>* payment terms (discounted if paid within specified days)</para>
- <para>* payment terms (due on a specified day per month)</para>
- <para>* payment terms (net days)</para>
- <para>* penalty terms (late fee)</para>
- <para>* penalty terms (collection agency fee)</para>
- <para>* miscellaneous (non returnable sales item)</para>
- <para>>NOTE: There is an overlap here with the terms that can be
- specified in an agreement. Would a billing account party also have an
- agreement for payment terms...?
- .</para>
+ <para>This sub menu allows terms to be associated with a billing account. Currently these can be
+ the following:</para>
+ <para>
+ <itemizedlist>
+ <listitem>
+ <para>payment terms (discounted if paid within specified days)</para>
+ </listitem>
+ <listitem>
+ <para>payment terms (due on a specified day per month)</para>
+ </listitem>
+ <listitem>
+ <para>payment terms (net days)</para>
+ </listitem>
+ <listitem>
+ <para>penalty terms (late fee)</para>
+ </listitem>
+ <listitem>
+ <para>penalty terms (collection agency fee)</para>
+ </listitem>
+ <listitem>
+ <para>miscellaneous (non returnable sales item)</para>
+ </listitem>
+ </itemizedlist>
+ </para>
+ <para>>NOTE: There is an overlap here with the terms that can be specified in an agreement.
+ Would a billing account party also have an agreement for payment terms...? .</para>
<section>
<title>How do I add terms to a billing account?</title>
- <para>Select the 'Terms' sub menu</para>
- <para>Select a 'Term Type' from the drop down box (eg. Payment net
- days)</para>
- <para>Leave the 'UOM' field blank </para>
- <para>Enter a number in the 'Term Value' field (eg. 30 which would
- mean '30 days' when related to 'Payment net days')</para>
- <para>Press the 'Save' button</para>
+ <para>
+ <orderedlist>
+ <listitem>
+ <para>Select the 'Terms' sub menu</para>
+ </listitem>
+ <listitem>
+ <para>Select a 'Term Type' from the drop down box (eg. Payment net days)</para>
+ </listitem>
+ <listitem>
+ <para>Leave the 'UOM' field blank</para>
+ </listitem>
+ <listitem>
+ <para>Enter a number in the 'Term Value' field (eg. 30 which would mean '30
+ days' when related to 'Payment net days')</para>
+ </listitem>
+ <listitem>
+ <para>Press the 'Save' button</para>
+ </listitem>
+ </orderedlist>
+ </para>
<para>The term is displayed in the top part of the screen </para>
</section>
<section>
<title>How do I update terms for a billing account?</title>
<para>Select the 'Terms' sub menu</para>
- <para>Press the 'Edit' button next to the entry that needs to be
- amended</para>
- <para>The details are displayed in the 'Edit Billing Account Terms'
- box</para>
- <para>Update the 'Term Type', 'UOM' or 'Term Value' as required</para>
- <para>Press the 'Save' button</para>
- <para>The updated term is displayed in the top part of the screen
+ <para>
+ <orderedlist>
+ <listitem>
+ <para>Press the 'Edit' button next to the entry that needs to be amended</para>
+ </listitem>
+ <listitem>
+ <para>The details are displayed in the 'Edit Billing Account Terms' box</para>
+ </listitem>
+ <listitem>
+ <para>Update the 'Term Type', 'UOM' or 'Term Value' as required</para>
+ </listitem>
+ <listitem>
+ <para>Press the 'Save' button</para>
+ </listitem>
+ </orderedlist>
</para>
+ <para>The updated term is displayed in the top part of the screen </para>
</section>
<section>
<title>How do I remove terms from a billing account?</title>
- <para>Select the 'Terms' sub menu</para>
- <para>Press the 'Delete' button next to the entry that needs to be
- removed </para>
+ <para>
+ <orderedlist>
+ <listitem>
+ <para>Select the 'Terms' sub menu</para>
+ </listitem>
+ <listitem>
+ <para>Press the 'Delete' button next to the entry that needs to be removed
+ </para>
+ </listitem>
+ </orderedlist>
+ </para>
</section>
-</section>
\ No newline at end of file
+</section>