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Posted to commits@ofbiz.apache.org by le...@apache.org on 2009/09/24 02:38:34 UTC
svn commit: r818327 [1/2] - in /ofbiz/trunk/applications:
accounting/data/helpdata/ accounting/documents/ commonext/data/helpdata/
commonext/documents/ commonext/script/
commonext/webapp/ofbizsetup/WEB-INF/actions/ content/data/helpdata/
content/docume...
Author: lektran
Date: Thu Sep 24 00:38:31 2009
New Revision: 818327
URL: http://svn.apache.org/viewvc?rev=818327&view=rev
Log:
spaces for tabs
Modified:
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_AuthorizeTransaction.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_CaptureTransaction.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindGatewayResponses.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindPurchaseInvoicesByDueDate.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindSalesInvoicesByDueDate.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ManualTransaction.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ViewGatewayResponse.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoice.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoiceApplications.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoiceTimeEntries.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editPayment.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editPaymentApplications.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoices.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findPayments.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOverview.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRoles.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoices.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_listInvoiceItems.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_main.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_newInvoice.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_newPayment.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_paymentOverview.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_payment_gateway.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_payments.xml
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_sendPerEmail.xml
ofbiz/trunk/applications/accounting/documents/Accounting.xml
ofbiz/trunk/applications/commonext/data/helpdata/HELP_COMMONEXT.xml
ofbiz/trunk/applications/commonext/documents/ApacheOfbiz.xml
ofbiz/trunk/applications/commonext/documents/ApacheOfbizTechnical.xml
ofbiz/trunk/applications/commonext/documents/ApacheOfbizUser.xml
ofbiz/trunk/applications/commonext/documents/CommonExt.xml
ofbiz/trunk/applications/commonext/script/changeOrgPartyId.groovy
ofbiz/trunk/applications/commonext/webapp/ofbizsetup/WEB-INF/actions/FindFacility.groovy
ofbiz/trunk/applications/commonext/webapp/ofbizsetup/WEB-INF/actions/GetProdCatalog.groovy
ofbiz/trunk/applications/commonext/webapp/ofbizsetup/WEB-INF/actions/GetProductStoreAndWebSite.groovy
ofbiz/trunk/applications/content/data/helpdata/HELP_CONTENT_SITE_FindWeb.xml
ofbiz/trunk/applications/content/documents/Content.xml
ofbiz/trunk/applications/content/src/org/ofbiz/content/blog/BlogRssServices.java
ofbiz/trunk/applications/content/src/org/ofbiz/content/content/ContentWorker.java
ofbiz/trunk/applications/content/webapp/content/lookup/ContentTreeLookupList.ftl
ofbiz/trunk/applications/marketing/data/helpdata/HELP_MARKETING.xml
ofbiz/trunk/applications/marketing/data/helpdata/HELP_MARKETING_main.xml
ofbiz/trunk/applications/marketing/data/helpdata/HELP_SFA.xml
ofbiz/trunk/applications/marketing/data/helpdata/HELP_SFA_FindAccounts.xml
ofbiz/trunk/applications/marketing/data/helpdata/HELP_SFA_FindContacts.xml
ofbiz/trunk/applications/marketing/data/helpdata/HELP_SFA_FindLeads.xml
ofbiz/trunk/applications/marketing/data/helpdata/HELP_SFA_FindSalesOpportu.xml
ofbiz/trunk/applications/marketing/data/helpdata/HELP_SFA_main.xml
ofbiz/trunk/applications/marketing/documents/Marketing.xml
ofbiz/trunk/applications/marketing/widget/sfa/AccountScreens.xml
ofbiz/trunk/applications/marketing/widget/sfa/LeadScreens.xml
ofbiz/trunk/applications/party/data/helpdata/HELP_PARTY.xml
ofbiz/trunk/applications/party/data/helpdata/HELP_PARTY_findparty.xml
ofbiz/trunk/applications/party/documents/Party.xml
ofbiz/trunk/applications/product/documents/Product.xml
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING.xml Thu Sep 24 00:38:31 2009
@@ -18,10 +18,10 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
+ 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>Accounting Introduction</title>
<para>
The Accounting system is organized according to age old and generally accepted principles such as double-entry accounting, a General Ledger with hierarchical accounts,
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_AuthorizeTransaction.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_AuthorizeTransaction.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_AuthorizeTransaction.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_AuthorizeTransaction.xml Thu Sep 24 00:38:31 2009
@@ -14,64 +14,64 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Authorize Transaction help screen</title>
- <para>An authorization is a temporary transaction that shows a
- commitment to take money from an account.</para>
- <para>The 'Authorize' process is the first step in allowing a sales
- transaction payment to be accepted. In OFBiz a service would be
- defined to carry out the authorisation process each time for example,
- a credit card is used. It will perform specific validation tests
- before the payment can be classes as 'authorised'.
- </para>
- <para>When a payment is authorised it means that it has been validated
- and that the credit card or bank account has been checked to ensure
- that it has sufficient funds available to cover the proposed
- transaction. A number or code may be issued as evidence of the
- authorisation.</para>
- <para>NOTE: In the 'Payment' settings for a store as part of the
- Product Payment setup the user can specify various services that will
- process a payment transactions through to completion. This includes
- the following:</para>
- <para>* Payment Authorisation</para>
- <para>* Payment Capture</para>
- <para>* Payment Credit</para>
- <para>* Payment Authentication Verification</para>
- <para>* Payment Re-Authorisation</para>
- <para>* Payment Refund</para>
- <para>* Payment Release Authorisation </para>
- <para>This is used to provide verification and approval for the first
- step of the sales transaction payment process.</para>
- <para>An 'Authorize' button is also displayed on Sales Order detail
- screen if a Credit Card payment was specified for a sales order. This
- is probably a more natural place for a payment transaction to be
- authorised.</para>
- <para>NOTE: Using OFBiz demo data if DemoCustomer uses their credit
- card for payment then an transaction is created that is automatically
- authorised and can be viewed using the Gateway Responses.
- </para>
- <section>
- <title>How do I create and authorise a transaction?</title>
- <para>Enter the 'Order Id' of the sales order for which payment is
- being made</para>
- <para>Enter the 'Order Payment Preference Id' (NOTE: This is
- automatically generated at sales order creation and may be difficult
- to find out...I found it by initially doing an order and then paying
- by DemoCustomer's credit card and checking Gateway Responses for what
- was displayed in that field for the order)</para>
- <para>Select the 'Payment Method Type' (NOTE TO CHECK: What happens if
- you use other selections not just credit card?)</para>
- <para>Enter the 'Amount'</para>
- <para>Press the 'Authorize' button</para>
- <para>6. A new transaction should be displayed with the status of
- authorised</para>
- <para>NOTE: The demo data payment settings for the Payment
- authorisation Service is set to always approve so no transactions
- will display here because of this. Need to test and maybe try
- removing the 'always approve' to see if the transaction will be
- created as 'unauthorised '
- </para>
- </section>
+ 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 Authorize Transaction help screen</title>
+ <para>An authorization is a temporary transaction that shows a
+ commitment to take money from an account.</para>
+ <para>The 'Authorize' process is the first step in allowing a sales
+ transaction payment to be accepted. In OFBiz a service would be
+ defined to carry out the authorisation process each time for example,
+ a credit card is used. It will perform specific validation tests
+ before the payment can be classes as 'authorised'.
+ </para>
+ <para>When a payment is authorised it means that it has been validated
+ and that the credit card or bank account has been checked to ensure
+ that it has sufficient funds available to cover the proposed
+ transaction. A number or code may be issued as evidence of the
+ authorisation.</para>
+ <para>NOTE: In the 'Payment' settings for a store as part of the
+ Product Payment setup the user can specify various services that will
+ process a payment transactions through to completion. This includes
+ the following:</para>
+ <para>* Payment Authorisation</para>
+ <para>* Payment Capture</para>
+ <para>* Payment Credit</para>
+ <para>* Payment Authentication Verification</para>
+ <para>* Payment Re-Authorisation</para>
+ <para>* Payment Refund</para>
+ <para>* Payment Release Authorisation </para>
+ <para>This is used to provide verification and approval for the first
+ step of the sales transaction payment process.</para>
+ <para>An 'Authorize' button is also displayed on Sales Order detail
+ screen if a Credit Card payment was specified for a sales order. This
+ is probably a more natural place for a payment transaction to be
+ authorised.</para>
+ <para>NOTE: Using OFBiz demo data if DemoCustomer uses their credit
+ card for payment then an transaction is created that is automatically
+ authorised and can be viewed using the Gateway Responses.
+ </para>
+ <section>
+ <title>How do I create and authorise a transaction?</title>
+ <para>Enter the 'Order Id' of the sales order for which payment is
+ being made</para>
+ <para>Enter the 'Order Payment Preference Id' (NOTE: This is
+ automatically generated at sales order creation and may be difficult
+ to find out...I found it by initially doing an order and then paying
+ by DemoCustomer's credit card and checking Gateway Responses for what
+ was displayed in that field for the order)</para>
+ <para>Select the 'Payment Method Type' (NOTE TO CHECK: What happens if
+ you use other selections not just credit card?)</para>
+ <para>Enter the 'Amount'</para>
+ <para>Press the 'Authorize' button</para>
+ <para>6. A new transaction should be displayed with the status of
+ authorised</para>
+ <para>NOTE: The demo data payment settings for the Payment
+ authorisation Service is set to always approve so no transactions
+ will display here because of this. Need to test and maybe try
+ removing the 'always approve' to see if the transaction will be
+ created as 'unauthorised '
+ </para>
+ </section>
</section>
\ No newline at end of file
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_CaptureTransaction.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_CaptureTransaction.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_CaptureTransaction.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_CaptureTransaction.xml Thu Sep 24 00:38:31 2009
@@ -14,30 +14,30 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Capture Transaction help screen.
- </title>
- <para>This screen is used to input or 'capture' a payment against a
- Sales Order. Unlike the authorise, this function will actually deduct
- the amount from eg a credit card and apply the payment to a specific
- order.</para>
- <para>It is likely that the before the payment is 'captured' in this
- screen, it would
- have been through an authorisation first.</para>
- <para>NOTE TO CHECK: Investigate how this links in with the Payment
- Gateway Configurations screens</para>
- <section>
- <title>How do I capture a transaction?</title>
- <para>Enter the Order Id for the payment (eg Sales Order Id)</para>
- <para>Enter Order Payment Preference Id (Unsure of what this is...a
- type of unique identifier perhaps?)</para>
- <para>Select the 'Payment Method Type'</para>
- <para>Select the 'Payment Type'</para>
- <para>Enter the 'Amount'</para>
- <para>Press the 'Capture' button</para>
- <para>A transaction will be created and can be viewed via the 'Gateway
- Responses' tab</para>
- </section>
+ 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 Capture Transaction help screen.
+ </title>
+ <para>This screen is used to input or 'capture' a payment against a
+ Sales Order. Unlike the authorise, this function will actually deduct
+ the amount from eg a credit card and apply the payment to a specific
+ order.</para>
+ <para>It is likely that the before the payment is 'captured' in this
+ screen, it would
+ have been through an authorisation first.</para>
+ <para>NOTE TO CHECK: Investigate how this links in with the Payment
+ Gateway Configurations screens</para>
+ <section>
+ <title>How do I capture a transaction?</title>
+ <para>Enter the Order Id for the payment (eg Sales Order Id)</para>
+ <para>Enter Order Payment Preference Id (Unsure of what this is...a
+ type of unique identifier perhaps?)</para>
+ <para>Select the 'Payment Method Type'</para>
+ <para>Select the 'Payment Type'</para>
+ <para>Enter the 'Amount'</para>
+ <para>Press the 'Capture' button</para>
+ <para>A transaction will be created and can be viewed via the 'Gateway
+ Responses' tab</para>
+ </section>
</section>
\ No newline at end of file
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindGatewayResponses.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindGatewayResponses.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindGatewayResponses.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindGatewayResponses.xml Thu Sep 24 00:38:31 2009
@@ -14,17 +14,17 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Find Gateway Responses help screen</title>
- <para>This is the default screen for the 'Transactions' sub menu. Press
- the 'Lookup' button to display details of all transactions that have
- been authorised, captured or manually entered.</para>
- <section>
- <title>How do I view all Gateway response transactions?</title>
- <para>Press the 'Lookup' button</para>
- <para>A list of all transactions that have been authorised, captured
- or manually entered will be displayed.</para>
- </section>
+ 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 Find Gateway Responses help screen</title>
+ <para>This is the default screen for the 'Transactions' sub menu. Press
+ the 'Lookup' button to display details of all transactions that have
+ been authorised, captured or manually entered.</para>
+ <section>
+ <title>How do I view all Gateway response transactions?</title>
+ <para>Press the 'Lookup' button</para>
+ <para>A list of all transactions that have been authorised, captured
+ or manually entered will be displayed.</para>
+ </section>
</section>
\ No newline at end of file
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindPurchaseInvoicesByDueDate.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindPurchaseInvoicesByDueDate.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindPurchaseInvoicesByDueDate.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindPurchaseInvoicesByDueDate.xml Thu Sep 24 00:38:31 2009
@@ -14,34 +14,34 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Accounting Find Purchase Invoices By Due Date help screen.
- </title>
- <para>This screen allows the user to search for and locate Purchase
- Invoices based on their due date. The 'Due Date' can be defined as the
- last possible date that payments can be received for the invoice
- without triggering any late payment penalties. The 'Invoice Date' can
- be defined as the date that the invoice was created and this is
- normally based on when products were received or services were
- provided.</para>
- <para>NOTE TO CHECK: See if the same bug that exists with Sales
- Invoices is here too.</para>
- <para>A Purchase Invoice may be due to be paid immediately or you may
- be given a 'grace period' after which the invoice is due.</para>
- <section>
- <title>How do I find Purchase Invoices by Due Date?</title>
- <para>Press the 'Find Purchase Invoices by Due Date' button</para>
- <para>The Find Purchase Invoices by Due Date screen is displayed
- </para>
- <para>Enter the 'Organization Party Id' (eg. Normally this will be
- Company)</para>
- <para>Enter the 'Party Id' that the Purchase Invoice (eg. Normally
- this will be the Supplier Party Id)</para>
- <para>Enter a number in the 'Days Offset' field that represents the
- number of in which the invoice will become due (eg If an invoice is
- due to be paid in 5 days then enter 5 or greater)</para>
- <para>Press the 'Select' button</para>
- </section>
+ 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 Accounting Find Purchase Invoices By Due Date help screen.
+ </title>
+ <para>This screen allows the user to search for and locate Purchase
+ Invoices based on their due date. The 'Due Date' can be defined as the
+ last possible date that payments can be received for the invoice
+ without triggering any late payment penalties. The 'Invoice Date' can
+ be defined as the date that the invoice was created and this is
+ normally based on when products were received or services were
+ provided.</para>
+ <para>NOTE TO CHECK: See if the same bug that exists with Sales
+ Invoices is here too.</para>
+ <para>A Purchase Invoice may be due to be paid immediately or you may
+ be given a 'grace period' after which the invoice is due.</para>
+ <section>
+ <title>How do I find Purchase Invoices by Due Date?</title>
+ <para>Press the 'Find Purchase Invoices by Due Date' button</para>
+ <para>The Find Purchase Invoices by Due Date screen is displayed
+ </para>
+ <para>Enter the 'Organization Party Id' (eg. Normally this will be
+ Company)</para>
+ <para>Enter the 'Party Id' that the Purchase Invoice (eg. Normally
+ this will be the Supplier Party Id)</para>
+ <para>Enter a number in the 'Days Offset' field that represents the
+ number of in which the invoice will become due (eg If an invoice is
+ due to be paid in 5 days then enter 5 or greater)</para>
+ <para>Press the 'Select' button</para>
+ </section>
</section>
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindSalesInvoicesByDueDate.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindSalesInvoicesByDueDate.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindSalesInvoicesByDueDate.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindSalesInvoicesByDueDate.xml Thu Sep 24 00:38:31 2009
@@ -14,63 +14,63 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Accounting Find Sales Invoices By Due Date help screen.
- </title>
- <para>This screen allows the user to search for and locate Sales
- Invoices based on their due date. The 'Due Date' can be defined as the
- last possible date that payments can be received for the invoice
- without triggering late payment penalties. The 'Invoice Date' can be
- defined as the date that the invoice was created and this is normally
- based on when products were shipped or services were provided.</para>
+ 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 Accounting Find Sales Invoices By Due Date help screen.
+ </title>
+ <para>This screen allows the user to search for and locate Sales
+ Invoices based on their due date. The 'Due Date' can be defined as the
+ last possible date that payments can be received for the invoice
+ without triggering late payment penalties. The 'Invoice Date' can be
+ defined as the date that the invoice was created and this is normally
+ based on when products were shipped or services were provided.</para>
- <para>NOTE TO CHECK: There appears to be a minor bug here as if the
- Invoice 'Due Date' is different to the Invoice Date (eg. Invoice
- Creation Date) then the Invoice Date is used as the Due Date in this
- screen which I dont think is correct......</para>
+ <para>NOTE TO CHECK: There appears to be a minor bug here as if the
+ Invoice 'Due Date' is different to the Invoice Date (eg. Invoice
+ Creation Date) then the Invoice Date is used as the Due Date in this
+ screen which I dont think is correct......</para>
- <para>A Sales Invoice may be due to be paid immediately or as in some
- cases the customer is given a 'grace period' after which the invoice
- is generated and becomes due. Examples of this include only generating
- a customer invoice after a certain amount of time after the dispatch
- of their order. (NOTE: There are several ways this can be achieved in
- OFBiz including the use of agreements and billing accounts).
- </para>
- <para>This screen can be used to locate Sales Invoices as follows:
- </para>
+ <para>A Sales Invoice may be due to be paid immediately or as in some
+ cases the customer is given a 'grace period' after which the invoice
+ is generated and becomes due. Examples of this include only generating
+ a customer invoice after a certain amount of time after the dispatch
+ of their order. (NOTE: There are several ways this can be achieved in
+ OFBiz including the use of agreements and billing accounts).
+ </para>
+ <para>This screen can be used to locate Sales Invoices as follows:
+ </para>
- <para>* That will become due within a fixed timeframe (eg the next 5
- days)</para>
- <para>* That may already be overdue</para>
- <para>* That have been automatically generated by the system (eg as a
- result of Agreements based on payment in 30 days etc....TO CHECK)
- </para>
+ <para>* That will become due within a fixed timeframe (eg the next 5
+ days)</para>
+ <para>* That may already be overdue</para>
+ <para>* That have been automatically generated by the system (eg as a
+ result of Agreements based on payment in 30 days etc....TO CHECK)
+ </para>
- <para>NOTE: See details from Jacopo below regarding future work
- regarding Find Sales Invoice by Due Date and Find Purchase Invoice by
- Due Date functionality:</para>
+ <para>NOTE: See details from Jacopo below regarding future work
+ regarding Find Sales Invoice by Due Date and Find Purchase Invoice by
+ Due Date functionality:</para>
- <para>* The two links are used to search invoices' due dates for
- payments - there are plans to add links to quickly create payments for
- them etc. So they are somewhat in the middle between an invoice thing
- and a payment thing. By the way, for now I will close this issue
- because
- the best spot to place them is in the AR and AP applications,
- but there
- is still a lot of work to do to make them usable. </para>
- <section>
- <title>How do I find a Sales Invoice by Due Date?</title>
- <para>Press the 'Find Sales Invoices by Due Date' button</para>
- <para>The Find Sales Invoices by Due Date screen is displayed</para>
- <para>Enter the 'Organization Party Id' (eg. Normally this will be
- Company)</para>
- <para>Enter the 'Party Id' that the Sales Invoice (eg. Normally this
- will be the Customer Party Id)</para>
- <para>Enter a number in the 'Days Offset' field that represents the
- number of in which the invoice will become due (eg If an invoice is
- due to be paid in 5 days then enter 5 or greater)</para>
- <para>Press the 'Select' button</para>
- </section>
+ <para>* The two links are used to search invoices' due dates for
+ payments - there are plans to add links to quickly create payments for
+ them etc. So they are somewhat in the middle between an invoice thing
+ and a payment thing. By the way, for now I will close this issue
+ because
+ the best spot to place them is in the AR and AP applications,
+ but there
+ is still a lot of work to do to make them usable. </para>
+ <section>
+ <title>How do I find a Sales Invoice by Due Date?</title>
+ <para>Press the 'Find Sales Invoices by Due Date' button</para>
+ <para>The Find Sales Invoices by Due Date screen is displayed</para>
+ <para>Enter the 'Organization Party Id' (eg. Normally this will be
+ Company)</para>
+ <para>Enter the 'Party Id' that the Sales Invoice (eg. Normally this
+ will be the Customer Party Id)</para>
+ <para>Enter a number in the 'Days Offset' field that represents the
+ number of in which the invoice will become due (eg If an invoice is
+ due to be paid in 5 days then enter 5 or greater)</para>
+ <para>Press the 'Select' button</para>
+ </section>
</section>
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ManualTransaction.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ManualTransaction.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ManualTransaction.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ManualTransaction.xml Thu Sep 24 00:38:31 2009
@@ -14,33 +14,33 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Manual Transaction help screen</title>
- <para>The Manual Electronic Transaction screen allows the user to
- manually input and process payment related transactions.</para>
- <para>Options available include the following:</para>
- <para>Authorising payment transactions</para>
- <para>Refunding payments</para>
- <para>Payment Re-Authorisation</para>
- <para>Payment Capture</para>
- <section>
- <title>How do I create a manual electronic transaction?</title>
- <para>Select the 'Payment Method Type' (eg Credit Card)</para>
- <para>Select the 'Product Store'</para>
- <para>Select the 'Transaction Type' (NOTE: This is the type of
- transaction that needs to be created, eg authorisation,
- capture,refund etc)</para>
- <para>Additional fields will be displayed </para>
- <para>Enter the required details (eg name, credit card, billing
- address, amount etc)</para>
- <para>Press the 'Submit' button</para>
- <para>A transsaction will be created that can be viewed via the
- Gateway Transactions screen</para>
- <para>NOTE TO CHECK: Possible bug as could not get this to work using
- 'Payment Authorisation Service' and error message appeared regarding
- a missing parameter missing for Order Preference Id but the Order
- Preference Id was not displayed on the screen</para>
- </section>
+ 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 Manual Transaction help screen</title>
+ <para>The Manual Electronic Transaction screen allows the user to
+ manually input and process payment related transactions.</para>
+ <para>Options available include the following:</para>
+ <para>Authorising payment transactions</para>
+ <para>Refunding payments</para>
+ <para>Payment Re-Authorisation</para>
+ <para>Payment Capture</para>
+ <section>
+ <title>How do I create a manual electronic transaction?</title>
+ <para>Select the 'Payment Method Type' (eg Credit Card)</para>
+ <para>Select the 'Product Store'</para>
+ <para>Select the 'Transaction Type' (NOTE: This is the type of
+ transaction that needs to be created, eg authorisation,
+ capture,refund etc)</para>
+ <para>Additional fields will be displayed </para>
+ <para>Enter the required details (eg name, credit card, billing
+ address, amount etc)</para>
+ <para>Press the 'Submit' button</para>
+ <para>A transsaction will be created that can be viewed via the
+ Gateway Transactions screen</para>
+ <para>NOTE TO CHECK: Possible bug as could not get this to work using
+ 'Payment Authorisation Service' and error message appeared regarding
+ a missing parameter missing for Order Preference Id but the Order
+ Preference Id was not displayed on the screen</para>
+ </section>
</section>
\ No newline at end of file
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ViewGatewayResponse.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ViewGatewayResponse.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ViewGatewayResponse.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ViewGatewayResponse.xml Thu Sep 24 00:38:31 2009
@@ -14,13 +14,13 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The View Gateway Response help screen</title>
- <para>This screen shows details of an individual gateway transaction.
- It displays specific information regarding the order and the payment.
- The lower part of the screen shows the gateway response details
- indicating the time and codes used to process the transaction through
- the gateway.</para>
+ 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 View Gateway Response help screen</title>
+ <para>This screen shows details of an individual gateway transaction.
+ It displays specific information regarding the order and the payment.
+ The lower part of the screen shows the gateway response details
+ indicating the time and codes used to process the transaction through
+ the gateway.</para>
</section>
\ No newline at end of file
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoice.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoice.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoice.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoice.xml Thu Sep 24 00:38:31 2009
@@ -14,19 +14,19 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Accounting Edit Invoice Header screen.</title>
- <para>The Invoice Header screen is used to view or update details from
- the invoice header. Examples of the type of information that can be
- changed are I Due Date, Description, Currency.</para>
- <section>
- <title>How do I update the header details for an Invoice?</title>
- <para>Select the 'Header' sub menu and the header details of the
- invoice will be displayed</para>
- <para>Update the fields required</para>
- <para> Press the 'Update' button</para>
- </section>
+ 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 Accounting Edit Invoice Header screen.</title>
+ <para>The Invoice Header screen is used to view or update details from
+ the invoice header. Examples of the type of information that can be
+ changed are I Due Date, Description, Currency.</para>
+ <section>
+ <title>How do I update the header details for an Invoice?</title>
+ <para>Select the 'Header' sub menu and the header details of the
+ invoice will be displayed</para>
+ <para>Update the fields required</para>
+ <para> Press the 'Update' button</para>
+ </section>
</section>
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoiceApplications.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoiceApplications.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoiceApplications.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoiceApplications.xml Thu Sep 24 00:38:31 2009
@@ -14,93 +14,93 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Accounting Edit Invoice Applications screen.</title>
- <para>The Invoice Applications sub menu is where payments that have
- been made (or received) can be linked or allocated to an invoice. The
- phrase 'applying' an amount to an invoice is often used to describe
- this. The screen is divided into 3 main areas as follows.</para>
- <para> * Payments Applied (which shows details of the total amount
- 'Applied' and the total amount 'Open'. Note that 'Open' here means
- outstanding)</para>
- <para>* Possible Payments to Apply (which shows all the payments that
- have been sent from the same party id as the invoice - for a sales
- invoice this would be the customer party id)</para>
- <para> * Assign Payment to Invoice (which allows you to manually assign
- a specific payment id to this invoice)</para>
- <para>GENERAL NOTE: General Ledger accounting transactions are
- generated during the payment application process but unless your GL is
- setup with Unapplied Cash and Applied Cash accounts - I'm not sure
- that there will be any true accounting impact. In the Sales Order
- process the accounting transaction generated the following GL
- Accounting transaction is generated for 'Payment Applied' o add some
- text here.</para>
- <para>DR 120000 Accounts Receivable / CR 120000 Accounts Receivable -
- This transaction doesnt really do anything! </para>
- <para>It is used to link payments to invoices. It is also used to
- allocate which part of a payment is allocated or applied to a specific
- invoice. This is extremely useful if your customers pay multiple
- invoices with a single payment.</para>
- <para>Example:</para>
- <para> * A customer could send a single payment of $1000 that can be
- used to pay for two invoices (eg $400 and $600)</para>
- <para>* Using this applications sub menu allows you to allocate part of
- the $400 to one invoice and the balance ($600) to the other invoice
- </para>
- <para>By default all 'unapplied' payments that have been entered into
- OFBiz from the customer will be available for selection even if they
- have not yet been flagged as formally 'Received'. This means that
- these are payments that have not already been linked to another
- invoice. If only part of a payment amount has been linked to an
- invoice then the remaining amount is left available to be allocated to
- another invoice. Also note that a single invoice could be paid by
- multiple payments being applied to it.</para>
- <section>
- <title>How do I apply a payment (or payments) to an invoice?</title>
- <para>Select the 'Applications' sub menu for the invoice</para>
- <para>A list of unapplied payments for the party id will be displayed
- </para>
- <para>Press the 'Apply' button next to the entry that needs to be
- applied to the invoice (NOTE: More than one entry may be used. Also
- only part of a larger amount may be used)The Payments Applied total
- at the top of the screen will be updated with the amount selected.
- Also the Amount Open will be reduced by the amount selected.</para>
- <para> Once the total invoice amount has been selected a message will
- be displayed and only the first part of the screen will be displayed
- </para>
- <para>The top part of the screen will now be updated to show the
- 'Payments Applied' total is equal to the invoice total and the
- 'Amount Open' is zero. </para>
- </section>
- <section>
- <title>How do I update an applied payment for an invoice?</title>
- <para>Payments that have been applied to an invoice can be updated.
- This means that you can change the details of the payment transaction
- or adjust the amount that was applied to the invoice.</para>
- <para>Select the 'Applications' sub menu for the invoice</para>
- <para>A list of payments already applied to the invoice will be
- displayed in the top part of the screen</para>
- <para>Enter or use the lookup to change the 'Payment Id' if required
- </para>
- <para>Enter the updated amount in the 'Amount to Apply' field if
- required</para>
- <para>Press the 'Update' button</para>
- </section>
- <section>
- <title>How do I remove an applied payment (or payments) from an
- invoice?</title>
- <para>NOTE TO CHECK: It can be done before transaction has been posted
- to GL but also need to check if its can be done if the transaction
- has been posted. </para>
- <para>Select the 'Applications' sub menu for the invoice</para>
- <para>A list of payments already applied to the invoice will be
- displayed in the top part of the screen</para>
- <para>Press the 'Remove' button next to the payment entry that needs
- to be removed</para>
- <para>The entry will be removed and the top part of the screen will be
- update the 'Payments Applied' total and 'Amount Open'</para>
+ 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 Accounting Edit Invoice Applications screen.</title>
+ <para>The Invoice Applications sub menu is where payments that have
+ been made (or received) can be linked or allocated to an invoice. The
+ phrase 'applying' an amount to an invoice is often used to describe
+ this. The screen is divided into 3 main areas as follows.</para>
+ <para> * Payments Applied (which shows details of the total amount
+ 'Applied' and the total amount 'Open'. Note that 'Open' here means
+ outstanding)</para>
+ <para>* Possible Payments to Apply (which shows all the payments that
+ have been sent from the same party id as the invoice - for a sales
+ invoice this would be the customer party id)</para>
+ <para> * Assign Payment to Invoice (which allows you to manually assign
+ a specific payment id to this invoice)</para>
+ <para>GENERAL NOTE: General Ledger accounting transactions are
+ generated during the payment application process but unless your GL is
+ setup with Unapplied Cash and Applied Cash accounts - I'm not sure
+ that there will be any true accounting impact. In the Sales Order
+ process the accounting transaction generated the following GL
+ Accounting transaction is generated for 'Payment Applied' o add some
+ text here.</para>
+ <para>DR 120000 Accounts Receivable / CR 120000 Accounts Receivable -
+ This transaction doesnt really do anything! </para>
+ <para>It is used to link payments to invoices. It is also used to
+ allocate which part of a payment is allocated or applied to a specific
+ invoice. This is extremely useful if your customers pay multiple
+ invoices with a single payment.</para>
+ <para>Example:</para>
+ <para> * A customer could send a single payment of $1000 that can be
+ used to pay for two invoices (eg $400 and $600)</para>
+ <para>* Using this applications sub menu allows you to allocate part of
+ the $400 to one invoice and the balance ($600) to the other invoice
+ </para>
+ <para>By default all 'unapplied' payments that have been entered into
+ OFBiz from the customer will be available for selection even if they
+ have not yet been flagged as formally 'Received'. This means that
+ these are payments that have not already been linked to another
+ invoice. If only part of a payment amount has been linked to an
+ invoice then the remaining amount is left available to be allocated to
+ another invoice. Also note that a single invoice could be paid by
+ multiple payments being applied to it.</para>
+ <section>
+ <title>How do I apply a payment (or payments) to an invoice?</title>
+ <para>Select the 'Applications' sub menu for the invoice</para>
+ <para>A list of unapplied payments for the party id will be displayed
+ </para>
+ <para>Press the 'Apply' button next to the entry that needs to be
+ applied to the invoice (NOTE: More than one entry may be used. Also
+ only part of a larger amount may be used)The Payments Applied total
+ at the top of the screen will be updated with the amount selected.
+ Also the Amount Open will be reduced by the amount selected.</para>
+ <para> Once the total invoice amount has been selected a message will
+ be displayed and only the first part of the screen will be displayed
+ </para>
+ <para>The top part of the screen will now be updated to show the
+ 'Payments Applied' total is equal to the invoice total and the
+ 'Amount Open' is zero. </para>
+ </section>
+ <section>
+ <title>How do I update an applied payment for an invoice?</title>
+ <para>Payments that have been applied to an invoice can be updated.
+ This means that you can change the details of the payment transaction
+ or adjust the amount that was applied to the invoice.</para>
+ <para>Select the 'Applications' sub menu for the invoice</para>
+ <para>A list of payments already applied to the invoice will be
+ displayed in the top part of the screen</para>
+ <para>Enter or use the lookup to change the 'Payment Id' if required
+ </para>
+ <para>Enter the updated amount in the 'Amount to Apply' field if
+ required</para>
+ <para>Press the 'Update' button</para>
+ </section>
+ <section>
+ <title>How do I remove an applied payment (or payments) from an
+ invoice?</title>
+ <para>NOTE TO CHECK: It can be done before transaction has been posted
+ to GL but also need to check if its can be done if the transaction
+ has been posted. </para>
+ <para>Select the 'Applications' sub menu for the invoice</para>
+ <para>A list of payments already applied to the invoice will be
+ displayed in the top part of the screen</para>
+ <para>Press the 'Remove' button next to the payment entry that needs
+ to be removed</para>
+ <para>The entry will be removed and the top part of the screen will be
+ update the 'Payments Applied' total and 'Amount Open'</para>
- </section>
+ </section>
</section>
\ No newline at end of file
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoiceTimeEntries.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoiceTimeEntries.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoiceTimeEntries.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoiceTimeEntries.xml Thu Sep 24 00:38:31 2009
@@ -14,27 +14,27 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Accounting Edit Invoice Time Entries screen.</title>
- <para>he Time Entries screen displays any time logged against the
- invoice. For example these time entries can be from employee or
- external supplier timesheets that are tracked within OFBiz. is used to
- track any individual work or billable hours against an invoice.</para>
- <section>
- <title>How do I add a new time entry for an invoice?</title>
- <para>Two options: Add time entry to a new invoice and add time entry
- to an existing invoice.</para>
- <para>Timesheet entries can be added to an existing invoice from
- Workeffort Manager.</para>
- </section>
- <section>
- <title>How do I update a time entry for an invoice?</title>
- <para>NOTE: To check if this can only be done via timesheets.</para>
- </section>
- <section>
- <title>How do I remove a time entry from an invoice?</title>
- <para>NOTE: To check if this is done via timesheets </para>
- </section>
+ 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 Accounting Edit Invoice Time Entries screen.</title>
+ <para>he Time Entries screen displays any time logged against the
+ invoice. For example these time entries can be from employee or
+ external supplier timesheets that are tracked within OFBiz. is used to
+ track any individual work or billable hours against an invoice.</para>
+ <section>
+ <title>How do I add a new time entry for an invoice?</title>
+ <para>Two options: Add time entry to a new invoice and add time entry
+ to an existing invoice.</para>
+ <para>Timesheet entries can be added to an existing invoice from
+ Workeffort Manager.</para>
+ </section>
+ <section>
+ <title>How do I update a time entry for an invoice?</title>
+ <para>NOTE: To check if this can only be done via timesheets.</para>
+ </section>
+ <section>
+ <title>How do I remove a time entry from an invoice?</title>
+ <para>NOTE: To check if this is done via timesheets </para>
+ </section>
</section>
\ No newline at end of file
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editPayment.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editPayment.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editPayment.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editPayment.xml Thu Sep 24 00:38:31 2009
@@ -14,29 +14,29 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Accounting Payment Header help screen.</title>
- <para>The Header screen displays the header details for the payment
- transaction and allows all fields to be updated if required. </para>
+ 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 Accounting Payment Header help screen.</title>
+ <para>The Header screen displays the header details for the payment
+ transaction and allows all fields to be updated if required. </para>
- <para>The following options are currently available from this screen:
- </para>
- <para>* Create New (Create a new payment)</para>
- <para>* Status to 'Received' (Change the status of the current payment
- to 'Received. NOTE: This will create the relevant accounting
- transactions and post them to the general ledger)</para>
- <para>* Status to 'Cancelled' (Change the status of the current payment
- to 'Cancelled')</para>
- <para>* Status to 'Confirmed' (Change the status of the current invoice
- to 'Confirmed'. NOTE: This status option will not appear until the
- status has been changed to 'Received')</para>
- <section>
- <title>How do I update the header details for a Payment?</title>
- <para>Select the 'Header' sub menu and the header details of the
- payment will be displayed</para>
- <para>Update the fields required</para>
- <para>Press the 'Update' button</para>
- </section>
+ <para>The following options are currently available from this screen:
+ </para>
+ <para>* Create New (Create a new payment)</para>
+ <para>* Status to 'Received' (Change the status of the current payment
+ to 'Received. NOTE: This will create the relevant accounting
+ transactions and post them to the general ledger)</para>
+ <para>* Status to 'Cancelled' (Change the status of the current payment
+ to 'Cancelled')</para>
+ <para>* Status to 'Confirmed' (Change the status of the current invoice
+ to 'Confirmed'. NOTE: This status option will not appear until the
+ status has been changed to 'Received')</para>
+ <section>
+ <title>How do I update the header details for a Payment?</title>
+ <para>Select the 'Header' sub menu and the header details of the
+ payment will be displayed</para>
+ <para>Update the fields required</para>
+ <para>Press the 'Update' button</para>
+ </section>
</section>
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editPaymentApplications.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editPaymentApplications.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editPaymentApplications.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editPaymentApplications.xml Thu Sep 24 00:38:31 2009
@@ -14,75 +14,75 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Accounting Payment Applications help screen.</title>
- <para>The Payments Applications sub menu is where payments that have
- been made (or received) can be linked or allocated to an invoice,
- another payment, a billing account or a tax authority.</para>
+ 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 Accounting Payment Applications help screen.</title>
+ <para>The Payments Applications sub menu is where payments that have
+ been made (or received) can be linked or allocated to an invoice,
+ another payment, a billing account or a tax authority.</para>
- <para>NOTE: General Ledger accounting transactions are generated during
- the
- payment application process but unless your GL is setup with
- Unapplied
- Cash and Applied Cash accounts - I'm not sure that there will
- be any
- true accounting impact. In the Sales Order process the
- accounting
- transaction generated the following GL Accounting
- transaction is
- generated for 'Payment Applied'</para>
- <para>The following options are currently available from this screen:
- </para>
- <para>* Create New (Create a new payment)</para>
- <para>* Status to 'Received' (Change the status of the current payment
- to 'Received. NOTE: This will create the relevant accounting
- transactions and post them to the general ledger)</para>
- <para>* Status to 'Cancelled' (Change the status of the current payment
- to 'Cancelled')</para>
- <para> * Status to 'Confirmed' (Change the status of the current
- invoice to 'Confirmed'. NOTE: This status option will not appear until
- the status has been changed to 'Received')
- </para>
- <section>
- <title>How do I apply a payment to an invoice?</title>
- <para>Select the 'Applications' sub menu for the payment</para>
- <para>A list of invoices will be displayed in the 'Possible Invoices
- to Apply' box (NOTE: If no open invoices exist for the party that is
- sending the payment then this may not list any invoices)</para>
- <para>Press the 'Apply' button next to the invoice (or invoices) that
- this payment is for</para>
- <para>NOTE: Although it can be overriden the 'Amount to Apply' field
- will default to the lesser of the invoice total or the payment
- amount. This can be shown by examples as follows:</para>
- <para>* If a payment of $150 is received but the invoice total is $120
- then the 'Amount to Apply' will default to $120</para>
- <para>* If a payment of $150 is received but the invoice total is $170
- then the 'Amount to Apply' will default to $150
- </para>
- </section>
- <section>
- <title>How do I apply a payment to an invoice, tax authority, billing
- account or another payment?</title>
- <para>Select the 'Applications' sub menu for the payment</para>
- <para>Using the 'Apply this payment to' box at the bottom of the
- screen</para>
- <para>Enter or use the lookup to enter the 'Invoice Id' to apply the
- payment to (NOTE: This can be used if the invoice is to another party
- eg ordered by a subsidiary but paid for by another company of the
- same group)</para>
- <para>Enter or use the lookup to enter the 'To Payment Id' to apply
- the payment to if required (NOTE TO CHECK: How does this work....?)
- </para>
- <para>Enter or use the lookup to enter the 'Billing Account Id' to
- apply the payment to if required</para>
- <para>Enter or use the drop down box to select the 'Tax Auth Geo Id'
- to apply the payment to if required (NOTE TO CHECK: This is a country
- so need to test how this actually works......)</para>
- <para>Enter an amount in the 'Amount to Apply' (NOTE: This must be
- less than or equal to the payment amount)</para>
- <para>Press the 'Apply' button
- </para>
- </section>
+ <para>NOTE: General Ledger accounting transactions are generated during
+ the
+ payment application process but unless your GL is setup with
+ Unapplied
+ Cash and Applied Cash accounts - I'm not sure that there will
+ be any
+ true accounting impact. In the Sales Order process the
+ accounting
+ transaction generated the following GL Accounting
+ transaction is
+ generated for 'Payment Applied'</para>
+ <para>The following options are currently available from this screen:
+ </para>
+ <para>* Create New (Create a new payment)</para>
+ <para>* Status to 'Received' (Change the status of the current payment
+ to 'Received. NOTE: This will create the relevant accounting
+ transactions and post them to the general ledger)</para>
+ <para>* Status to 'Cancelled' (Change the status of the current payment
+ to 'Cancelled')</para>
+ <para> * Status to 'Confirmed' (Change the status of the current
+ invoice to 'Confirmed'. NOTE: This status option will not appear until
+ the status has been changed to 'Received')
+ </para>
+ <section>
+ <title>How do I apply a payment to an invoice?</title>
+ <para>Select the 'Applications' sub menu for the payment</para>
+ <para>A list of invoices will be displayed in the 'Possible Invoices
+ to Apply' box (NOTE: If no open invoices exist for the party that is
+ sending the payment then this may not list any invoices)</para>
+ <para>Press the 'Apply' button next to the invoice (or invoices) that
+ this payment is for</para>
+ <para>NOTE: Although it can be overriden the 'Amount to Apply' field
+ will default to the lesser of the invoice total or the payment
+ amount. This can be shown by examples as follows:</para>
+ <para>* If a payment of $150 is received but the invoice total is $120
+ then the 'Amount to Apply' will default to $120</para>
+ <para>* If a payment of $150 is received but the invoice total is $170
+ then the 'Amount to Apply' will default to $150
+ </para>
+ </section>
+ <section>
+ <title>How do I apply a payment to an invoice, tax authority, billing
+ account or another payment?</title>
+ <para>Select the 'Applications' sub menu for the payment</para>
+ <para>Using the 'Apply this payment to' box at the bottom of the
+ screen</para>
+ <para>Enter or use the lookup to enter the 'Invoice Id' to apply the
+ payment to (NOTE: This can be used if the invoice is to another party
+ eg ordered by a subsidiary but paid for by another company of the
+ same group)</para>
+ <para>Enter or use the lookup to enter the 'To Payment Id' to apply
+ the payment to if required (NOTE TO CHECK: How does this work....?)
+ </para>
+ <para>Enter or use the lookup to enter the 'Billing Account Id' to
+ apply the payment to if required</para>
+ <para>Enter or use the drop down box to select the 'Tax Auth Geo Id'
+ to apply the payment to if required (NOTE TO CHECK: This is a country
+ so need to test how this actually works......)</para>
+ <para>Enter an amount in the 'Amount to Apply' (NOTE: This must be
+ less than or equal to the payment amount)</para>
+ <para>Press the 'Apply' button
+ </para>
+ </section>
</section>
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoices.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoices.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoices.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoices.xml Thu Sep 24 00:38:31 2009
@@ -14,53 +14,53 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Accounting Find Invoices screen.</title>
+ 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 Accounting Find Invoices screen.</title>
<para>The default screen is for the Invoices tab is 'Find Invoices'. It
is used to locate existing invoices that have been created
automatically by the system or manually by the user. It can also be
used to create a new Sales or Purchase Invoice. </para>
<section>
- <title>How do I view all invoices?</title>
- <para>Press the 'Search' button to view all invoices</para>
- </section>
- <section>
- <title>How do I locate an existing invoice?</title>
- <para>Enter the 'Invoice ID' if known</para>
- <para>Enter a word from the invoice description in the 'Description'
- field if known</para>
- <para>Enter the 'Invoice Type' if known</para>
- <para>Enter the 'From Party Id' if known (NOTE: In most cases for a
- Sales Invoices this will be Company. For Purchase Invoice it will be
- the supplier party id)</para>
- <para>Enter the 'Billing Account Id' if known</para>
- <para>Enter the invoice status in the 'Status Id' field if known
- </para>
- <para>Enter the 'To Party Id' if known (NOTE: In most cases for a
- Purchase Invoice this will be company. For Sales Invoices it will be
- the customer party id)</para>
- <para>Press the 'Search' button to view all invoices</para>
- <para>All invoices that meet the search criteria will be displayed.
- </para>
- </section>
+ <title>How do I view all invoices?</title>
+ <para>Press the 'Search' button to view all invoices</para>
+ </section>
+ <section>
+ <title>How do I locate an existing invoice?</title>
+ <para>Enter the 'Invoice ID' if known</para>
+ <para>Enter a word from the invoice description in the 'Description'
+ field if known</para>
+ <para>Enter the 'Invoice Type' if known</para>
+ <para>Enter the 'From Party Id' if known (NOTE: In most cases for a
+ Sales Invoices this will be Company. For Purchase Invoice it will be
+ the supplier party id)</para>
+ <para>Enter the 'Billing Account Id' if known</para>
+ <para>Enter the invoice status in the 'Status Id' field if known
+ </para>
+ <para>Enter the 'To Party Id' if known (NOTE: In most cases for a
+ Purchase Invoice this will be company. For Sales Invoices it will be
+ the customer party id)</para>
+ <para>Press the 'Search' button to view all invoices</para>
+ <para>All invoices that meet the search criteria will be displayed.
+ </para>
+ </section>
- <section>
- <title>How do I update an invoice?</title>
- <para>Locate the invoice using the 'Find Invoices' screen</para>
- <para>Using the relevant sub menu make the required changes.</para>
- </section>
- <section>
- <title>How do I delete an invoice?</title>
- <para>Invoices cannot be deleted through the user interface. They can
- only be cancelled (eg if they have been entered or created by
- mistake).</para>
- <para>NOTE: They can probably be deleted using Entity Data Maintenance
- in the Webtools menu but this is not recommended for 2 reasons:
- </para>
- <para>1. it may cause data integrity problems.</para>
- <para>2. In case of audit it would be a problem.
- </para>
- </section>
+ <section>
+ <title>How do I update an invoice?</title>
+ <para>Locate the invoice using the 'Find Invoices' screen</para>
+ <para>Using the relevant sub menu make the required changes.</para>
+ </section>
+ <section>
+ <title>How do I delete an invoice?</title>
+ <para>Invoices cannot be deleted through the user interface. They can
+ only be cancelled (eg if they have been entered or created by
+ mistake).</para>
+ <para>NOTE: They can probably be deleted using Entity Data Maintenance
+ in the Webtools menu but this is not recommended for 2 reasons:
+ </para>
+ <para>1. it may cause data integrity problems.</para>
+ <para>2. In case of audit it would be a problem.
+ </para>
+ </section>
</section>
\ No newline at end of file
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findPayments.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findPayments.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findPayments.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findPayments.xml Thu Sep 24 00:38:31 2009
@@ -14,54 +14,54 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Accounting Find Payments help screen.</title>
- <para>The default screen is 'Find Payment' which allows the user to
- search for and view the details related to a payment transaction.
- Specific search criteria can be entered as a filter to locate the
- payment quickly. </para>
- <para>
- Payments can be incoming or outgoing and the demo data contains a
- list of payment type descriptions that describe the reason for the
- payment in more detail (eg Customer Deposit, Tax Payment, Commission
- Payment etc).
- </para>
- <para>This screen is used to locate existing payments that have been
- created
- automatically by the system or manually by the user. There are
- links
- from this page that can be used to do the following: </para>
- <para>Create a new incoming or outgoing payment
- </para>
- <para>Find Sales Invoices by due date
- </para>
- <para>Find Purchase Invoices by due date </para>
- <section>
- <title>How do I view all payments?</title>
- <para>Press the 'Search' button to view all payments</para>
- </section>
- <section>
- <title>How do I locate an existing payment?</title>
- <para>Enter the 'Payment ID' if known</para>
- <para>Enter a word from the payments 'Comment'field if known</para>
- <para>Enter the 'Payment Type Id' if known</para>
- <para>Enter the 'From Party Id' if known (NOTE: In most cases for an
- incoming payment this will be the customer party id)</para>
- <para>Enter the payment amount in the 'Amount' field if known</para>
- <para>Enter some details from the payment reference number in the
- 'Reference No' field if known
- </para>
- <para>Enter the status of the payment in the 'Status Id' field if
- known</para>
- <para>Enter the 'To Party Id' if known (NOTE: In most cases for an
- incoming payment this will the the customer party id. For outgoing
- payments this will be the supplier id, or customer id for a refund)
- </para>
- <para>Press the 'Search' button to view all payments</para>
- <para>All payments that meet the search criteria will be displayed.
- </para>
- </section>
+ 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 Accounting Find Payments help screen.</title>
+ <para>The default screen is 'Find Payment' which allows the user to
+ search for and view the details related to a payment transaction.
+ Specific search criteria can be entered as a filter to locate the
+ payment quickly. </para>
+ <para>
+ Payments can be incoming or outgoing and the demo data contains a
+ list of payment type descriptions that describe the reason for the
+ payment in more detail (eg Customer Deposit, Tax Payment, Commission
+ Payment etc).
+ </para>
+ <para>This screen is used to locate existing payments that have been
+ created
+ automatically by the system or manually by the user. There are
+ links
+ from this page that can be used to do the following: </para>
+ <para>Create a new incoming or outgoing payment
+ </para>
+ <para>Find Sales Invoices by due date
+ </para>
+ <para>Find Purchase Invoices by due date </para>
+ <section>
+ <title>How do I view all payments?</title>
+ <para>Press the 'Search' button to view all payments</para>
+ </section>
+ <section>
+ <title>How do I locate an existing payment?</title>
+ <para>Enter the 'Payment ID' if known</para>
+ <para>Enter a word from the payments 'Comment'field if known</para>
+ <para>Enter the 'Payment Type Id' if known</para>
+ <para>Enter the 'From Party Id' if known (NOTE: In most cases for an
+ incoming payment this will be the customer party id)</para>
+ <para>Enter the payment amount in the 'Amount' field if known</para>
+ <para>Enter some details from the payment reference number in the
+ 'Reference No' field if known
+ </para>
+ <para>Enter the status of the payment in the 'Status Id' field if
+ known</para>
+ <para>Enter the 'To Party Id' if known (NOTE: In most cases for an
+ incoming payment this will the the customer party id. For outgoing
+ payments this will be the supplier id, or customer id for a refund)
+ </para>
+ <para>Press the 'Search' button to view all payments</para>
+ <para>All payments that meet the search criteria will be displayed.
+ </para>
+ </section>
</section>
\ No newline at end of file
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOverview.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOverview.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOverview.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOverview.xml Thu Sep 24 00:38:31 2009
@@ -18,11 +18,11 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Accounting Invoice Overview screen.</title>
+ 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 Accounting Invoice Overview screen.</title>
<para>The Invoice Overview screen is used to display the summary of an invoice in a single view. The screen is divided into sections that show various information related to the invoice (eg Roles, Status, Terms, Items, Payments Applied, etc).</para>
<para>The following options are currently available from this screen:</para>
<para>
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRoles.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRoles.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRoles.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRoles.xml Thu Sep 24 00:38:31 2009
@@ -18,32 +18,32 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
- <title>The Accounting Invoice Roles screen.</title>
- <para>The Invoice Roles screen allows parties with specific roles to be associated with and invoice. If the e-commerce or Sales Order entry route has already been used then the invoice generated will already contain the relevant roles from the various parties.</para>
- <para>For a Sales Order examples of roles will include Bill From Customer, Bill To Customer, End User Customer,Ship To Customer etc.</para>
- <section>
- <title>How do I add a party role to an invoice?</title>
- <para>Party roles will automatically be added to an invoices that have been generated as a result of E-Commerce order entry or Sales Order entry. They can also be added be added manually.</para>
- <para>Select the 'Roles' sub menu</para>
- <para>Enter or use the lookup to enter the party to be added to the invoice in the 'Party Id' field</para>
- <para>Use the drop down box to select the 'Role Type Id' </para>
- <para>Leave the 'Date Time Performed' field blank (NOTE: This field is optional and can be entered if required. This field can be used to indicate the date and time this role was performed by the party for this invoice)</para>
- <para>Leave the 'Percentage' field blank (NOTE: This field is optional and can be entered if required. If roles are shared then this field can be used to indicate the assigned percentage for this role) </para>
- <para>Press the 'Submit' button</para>
- <para>The new role entry will be displayed on the bottom part of the screen</para>
- <para>NOTE: If you select a role that is not associated with the party that has been entered an error message will be displayed. To fix it you will need to add the role to the party or choose another party that already has that role associated with it.</para>
- </section>
- <section>
- <title>How do I update a party role on an invoice?</title>
- <para>A party role cannot be updated via the current user interface. It can only be removed. If a party role needs to be updated then the entry must be deleted and then re-created. </para>
- </section>
- <section>
- <title>How do I remove a party role from an invoice?</title>
- <para>Locate the entry that needs to be removed</para>
- <para>Press the 'Remove' button next to the entry that needs to be deleted</para>
- <para>The entry is now removed from the list of invoice roles </para>
- </section>
+ 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 Accounting Invoice Roles screen.</title>
+ <para>The Invoice Roles screen allows parties with specific roles to be associated with and invoice. If the e-commerce or Sales Order entry route has already been used then the invoice generated will already contain the relevant roles from the various parties.</para>
+ <para>For a Sales Order examples of roles will include Bill From Customer, Bill To Customer, End User Customer,Ship To Customer etc.</para>
+ <section>
+ <title>How do I add a party role to an invoice?</title>
+ <para>Party roles will automatically be added to an invoices that have been generated as a result of E-Commerce order entry or Sales Order entry. They can also be added be added manually.</para>
+ <para>Select the 'Roles' sub menu</para>
+ <para>Enter or use the lookup to enter the party to be added to the invoice in the 'Party Id' field</para>
+ <para>Use the drop down box to select the 'Role Type Id' </para>
+ <para>Leave the 'Date Time Performed' field blank (NOTE: This field is optional and can be entered if required. This field can be used to indicate the date and time this role was performed by the party for this invoice)</para>
+ <para>Leave the 'Percentage' field blank (NOTE: This field is optional and can be entered if required. If roles are shared then this field can be used to indicate the assigned percentage for this role) </para>
+ <para>Press the 'Submit' button</para>
+ <para>The new role entry will be displayed on the bottom part of the screen</para>
+ <para>NOTE: If you select a role that is not associated with the party that has been entered an error message will be displayed. To fix it you will need to add the role to the party or choose another party that already has that role associated with it.</para>
+ </section>
+ <section>
+ <title>How do I update a party role on an invoice?</title>
+ <para>A party role cannot be updated via the current user interface. It can only be removed. If a party role needs to be updated then the entry must be deleted and then re-created. </para>
+ </section>
+ <section>
+ <title>How do I remove a party role from an invoice?</title>
+ <para>Locate the entry that needs to be removed</para>
+ <para>Press the 'Remove' button next to the entry that needs to be deleted</para>
+ <para>The entry is now removed from the list of invoice roles </para>
+ </section>
</section>
\ No newline at end of file
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoices.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoices.xml?rev=818327&r1=818326&r2=818327&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoices.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoices.xml Thu Sep 24 00:38:31 2009
@@ -14,9 +14,9 @@
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"
- xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
- xmlns="http://docbook.org/ns/docbook">
+ 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>Accounting Invoices.</title>
<para>
Sales invoices are generated when customers buy something from your
Re: svn commit: r818327 [1/2] - in /ofbiz/trunk/applications: accounting/data/helpdata/ accounting/documents/ commonext/data/helpdata/ commonext/documents/ commonext/script/ commonext/webapp/ofbizsetup/WEB-INF/actions/ content/data/helpdata/ content/docume...
Posted by Anil Patel <an...@hotwaxmedia.com>.
Scott,
Thanks for cleaning up so many files.
Regards
Anil Patel
On Sep 23, 2009, at 8:38 PM, lektran@apache.org wrote:
> Author: lektran
> Date: Thu Sep 24 00:38:31 2009
> New Revision: 818327
>
> URL: http://svn.apache.org/viewvc?rev=818327&view=rev
> Log:
> spaces for tabs
>
> Modified:
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_AuthorizeTransaction.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_CaptureTransaction.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_FindGatewayResponses.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_FindPurchaseInvoicesByDueDate.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_FindSalesInvoicesByDueDate.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_ManualTransaction.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_ViewGatewayResponse.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editInvoice.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editInvoiceApplications.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editInvoiceTimeEntries.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editPayment.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editPaymentApplications.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_findInvoices.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_findPayments.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_invoiceOverview.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_invoiceRoles.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_invoices.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_listInvoiceItems.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_main.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_newInvoice.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_newPayment.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_paymentOverview.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_payment_gateway.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_payments.xml
> ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_sendPerEmail.xml
> ofbiz/trunk/applications/accounting/documents/Accounting.xml
> ofbiz/trunk/applications/commonext/data/helpdata/HELP_COMMONEXT.xml
> ofbiz/trunk/applications/commonext/documents/ApacheOfbiz.xml
> ofbiz/trunk/applications/commonext/documents/
> ApacheOfbizTechnical.xml
> ofbiz/trunk/applications/commonext/documents/ApacheOfbizUser.xml
> ofbiz/trunk/applications/commonext/documents/CommonExt.xml
> ofbiz/trunk/applications/commonext/script/changeOrgPartyId.groovy
> ofbiz/trunk/applications/commonext/webapp/ofbizsetup/WEB-INF/
> actions/FindFacility.groovy
> ofbiz/trunk/applications/commonext/webapp/ofbizsetup/WEB-INF/
> actions/GetProdCatalog.groovy
> ofbiz/trunk/applications/commonext/webapp/ofbizsetup/WEB-INF/
> actions/GetProductStoreAndWebSite.groovy
> ofbiz/trunk/applications/content/data/helpdata/
> HELP_CONTENT_SITE_FindWeb.xml
> ofbiz/trunk/applications/content/documents/Content.xml
> ofbiz/trunk/applications/content/src/org/ofbiz/content/blog/
> BlogRssServices.java
> ofbiz/trunk/applications/content/src/org/ofbiz/content/content/
> ContentWorker.java
> ofbiz/trunk/applications/content/webapp/content/lookup/
> ContentTreeLookupList.ftl
> ofbiz/trunk/applications/marketing/data/helpdata/HELP_MARKETING.xml
> ofbiz/trunk/applications/marketing/data/helpdata/
> HELP_MARKETING_main.xml
> ofbiz/trunk/applications/marketing/data/helpdata/HELP_SFA.xml
> ofbiz/trunk/applications/marketing/data/helpdata/
> HELP_SFA_FindAccounts.xml
> ofbiz/trunk/applications/marketing/data/helpdata/
> HELP_SFA_FindContacts.xml
> ofbiz/trunk/applications/marketing/data/helpdata/
> HELP_SFA_FindLeads.xml
> ofbiz/trunk/applications/marketing/data/helpdata/
> HELP_SFA_FindSalesOpportu.xml
> ofbiz/trunk/applications/marketing/data/helpdata/HELP_SFA_main.xml
> ofbiz/trunk/applications/marketing/documents/Marketing.xml
> ofbiz/trunk/applications/marketing/widget/sfa/AccountScreens.xml
> ofbiz/trunk/applications/marketing/widget/sfa/LeadScreens.xml
> ofbiz/trunk/applications/party/data/helpdata/HELP_PARTY.xml
> ofbiz/trunk/applications/party/data/helpdata/
> HELP_PARTY_findparty.xml
> ofbiz/trunk/applications/party/documents/Party.xml
> ofbiz/trunk/applications/product/documents/Product.xml
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING.xml Thu Sep 24 00:38:31 2009
> @@ -18,10 +18,10 @@
> 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"
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> + 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>Accounting Introduction</title>
> <para>
> The Accounting system is organized according to age old and
> generally accepted principles such as double-entry accounting, a
> General Ledger with hierarchical accounts,
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_AuthorizeTransaction.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_AuthorizeTransaction.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_AuthorizeTransaction.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_AuthorizeTransaction.xml Thu Sep 24 00:38:31 2009
> @@ -14,64 +14,64 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Authorize Transaction help screen</title>
> - <para>An authorization is a temporary transaction that shows a
> - commitment to take money from an account.</para>
> - <para>The 'Authorize' process is the first step in allowing a sales
> - transaction payment to be accepted. In OFBiz a service would be
> - defined to carry out the authorisation process each time for
> example,
> - a credit card is used. It will perform specific validation tests
> - before the payment can be classes as 'authorised'.
> - </para>
> - <para>When a payment is authorised it means that it has been
> validated
> - and that the credit card or bank account has been checked to ensure
> - that it has sufficient funds available to cover the proposed
> - transaction. A number or code may be issued as evidence of the
> - authorisation.</para>
> - <para>NOTE: In the 'Payment' settings for a store as part of the
> - Product Payment setup the user can specify various services that
> will
> - process a payment transactions through to completion. This includes
> - the following:</para>
> - <para>* Payment Authorisation</para>
> - <para>* Payment Capture</para>
> - <para>* Payment Credit</para>
> - <para>* Payment Authentication Verification</para>
> - <para>* Payment Re-Authorisation</para>
> - <para>* Payment Refund</para>
> - <para>* Payment Release Authorisation </para>
> - <para>This is used to provide verification and approval for the
> first
> - step of the sales transaction payment process.</para>
> - <para>An 'Authorize' button is also displayed on Sales Order detail
> - screen if a Credit Card payment was specified for a sales order.
> This
> - is probably a more natural place for a payment transaction to be
> - authorised.</para>
> - <para>NOTE: Using OFBiz demo data if DemoCustomer uses their credit
> - card for payment then an transaction is created that is
> automatically
> - authorised and can be viewed using the Gateway Responses.
> - </para>
> - <section>
> - <title>How do I create and authorise a transaction?</title>
> - <para>Enter the 'Order Id' of the sales order for which payment is
> - being made</para>
> - <para>Enter the 'Order Payment Preference Id' (NOTE: This is
> - automatically generated at sales order creation and may be
> difficult
> - to find out...I found it by initially doing an order and then
> paying
> - by DemoCustomer's credit card and checking Gateway Responses for
> what
> - was displayed in that field for the order)</para>
> - <para>Select the 'Payment Method Type' (NOTE TO CHECK: What
> happens if
> - you use other selections not just credit card?)</para>
> - <para>Enter the 'Amount'</para>
> - <para>Press the 'Authorize' button</para>
> - <para>6. A new transaction should be displayed with the status of
> - authorised</para>
> - <para>NOTE: The demo data payment settings for the Payment
> - authorisation Service is set to always approve so no transactions
> - will display here because of this. Need to test and maybe try
> - removing the 'always approve' to see if the transaction will be
> - created as 'unauthorised '
> - </para>
> - </section>
> + 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 Authorize Transaction help screen</title>
> + <para>An authorization is a temporary transaction that shows a
> + commitment to take money from an account.</para>
> + <para>The 'Authorize' process is the first step in allowing a
> sales
> + transaction payment to be accepted. In OFBiz a service
> would be
> + defined to carry out the authorisation process each time
> for example,
> + a credit card is used. It will perform specific validation
> tests
> + before the payment can be classes as 'authorised'.
> + </para>
> + <para>When a payment is authorised it means that it has been
> validated
> + and that the credit card or bank account has been checked
> to ensure
> + that it has sufficient funds available to cover the proposed
> + transaction. A number or code may be issued as evidence of
> the
> + authorisation.</para>
> + <para>NOTE: In the 'Payment' settings for a store as part of the
> + Product Payment setup the user can specify various services
> that will
> + process a payment transactions through to completion. This
> includes
> + the following:</para>
> + <para>* Payment Authorisation</para>
> + <para>* Payment Capture</para>
> + <para>* Payment Credit</para>
> + <para>* Payment Authentication Verification</para>
> + <para>* Payment Re-Authorisation</para>
> + <para>* Payment Refund</para>
> + <para>* Payment Release Authorisation </para>
> + <para>This is used to provide verification and approval for the
> first
> + step of the sales transaction payment process.</para>
> + <para>An 'Authorize' button is also displayed on Sales Order
> detail
> + screen if a Credit Card payment was specified for a sales
> order. This
> + is probably a more natural place for a payment transaction
> to be
> + authorised.</para>
> + <para>NOTE: Using OFBiz demo data if DemoCustomer uses their
> credit
> + card for payment then an transaction is created that is
> automatically
> + authorised and can be viewed using the Gateway Responses.
> + </para>
> + <section>
> + <title>How do I create and authorise a transaction?</title>
> + <para>Enter the 'Order Id' of the sales order for which
> payment is
> + being made</para>
> + <para>Enter the 'Order Payment Preference Id' (NOTE: This is
> + automatically generated at sales order creation and may
> be difficult
> + to find out...I found it by initially doing an order
> and then paying
> + by DemoCustomer's credit card and checking Gateway
> Responses for what
> + was displayed in that field for the order)</para>
> + <para>Select the 'Payment Method Type' (NOTE TO CHECK: What
> happens if
> + you use other selections not just credit card?)</para>
> + <para>Enter the 'Amount'</para>
> + <para>Press the 'Authorize' button</para>
> + <para>6. A new transaction should be displayed with the
> status of
> + authorised</para>
> + <para>NOTE: The demo data payment settings for the Payment
> + authorisation Service is set to always approve so no
> transactions
> + will display here because of this. Need to test and
> maybe try
> + removing the 'always approve' to see if the transaction
> will be
> + created as 'unauthorised '
> + </para>
> + </section>
> </section>
> \ No newline at end of file
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_CaptureTransaction.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_CaptureTransaction.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_CaptureTransaction.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_CaptureTransaction.xml Thu Sep 24 00:38:31 2009
> @@ -14,30 +14,30 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Capture Transaction help screen.
> - </title>
> - <para>This screen is used to input or 'capture' a payment against a
> - Sales Order. Unlike the authorise, this function will actually
> deduct
> - the amount from eg a credit card and apply the payment to a
> specific
> - order.</para>
> - <para>It is likely that the before the payment is 'captured' in this
> - screen, it would
> - have been through an authorisation first.</para>
> - <para>NOTE TO CHECK: Investigate how this links in with the Payment
> - Gateway Configurations screens</para>
> - <section>
> - <title>How do I capture a transaction?</title>
> - <para>Enter the Order Id for the payment (eg Sales Order Id)</para>
> - <para>Enter Order Payment Preference Id (Unsure of what this is...a
> - type of unique identifier perhaps?)</para>
> - <para>Select the 'Payment Method Type'</para>
> - <para>Select the 'Payment Type'</para>
> - <para>Enter the 'Amount'</para>
> - <para>Press the 'Capture' button</para>
> - <para>A transaction will be created and can be viewed via the
> 'Gateway
> - Responses' tab</para>
> - </section>
> + 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 Capture Transaction help screen.
> + </title>
> + <para>This screen is used to input or 'capture' a payment
> against a
> + Sales Order. Unlike the authorise, this function will
> actually deduct
> + the amount from eg a credit card and apply the payment to a
> specific
> + order.</para>
> + <para>It is likely that the before the payment is 'captured' in
> this
> + screen, it would
> + have been through an authorisation first.</para>
> + <para>NOTE TO CHECK: Investigate how this links in with the
> Payment
> + Gateway Configurations screens</para>
> + <section>
> + <title>How do I capture a transaction?</title>
> + <para>Enter the Order Id for the payment (eg Sales Order Id)
> </para>
> + <para>Enter Order Payment Preference Id (Unsure of what
> this is...a
> + type of unique identifier perhaps?)</para>
> + <para>Select the 'Payment Method Type'</para>
> + <para>Select the 'Payment Type'</para>
> + <para>Enter the 'Amount'</para>
> + <para>Press the 'Capture' button</para>
> + <para>A transaction will be created and can be viewed via
> the 'Gateway
> + Responses' tab</para>
> + </section>
> </section>
> \ No newline at end of file
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_FindGatewayResponses.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindGatewayResponses.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_FindGatewayResponses.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_FindGatewayResponses.xml Thu Sep 24 00:38:31 2009
> @@ -14,17 +14,17 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Find Gateway Responses help screen</title>
> - <para>This is the default screen for the 'Transactions' sub menu.
> Press
> - the 'Lookup' button to display details of all transactions that
> have
> - been authorised, captured or manually entered.</para>
> - <section>
> - <title>How do I view all Gateway response transactions?</title>
> - <para>Press the 'Lookup' button</para>
> - <para>A list of all transactions that have been authorised,
> captured
> - or manually entered will be displayed.</para>
> - </section>
> + 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 Find Gateway Responses help screen</title>
> + <para>This is the default screen for the 'Transactions' sub
> menu. Press
> + the 'Lookup' button to display details of all transactions
> that have
> + been authorised, captured or manually entered.</para>
> + <section>
> + <title>How do I view all Gateway response transactions?</
> title>
> + <para>Press the 'Lookup' button</para>
> + <para>A list of all transactions that have been authorised,
> captured
> + or manually entered will be displayed.</para>
> + </section>
> </section>
> \ No newline at end of file
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_FindPurchaseInvoicesByDueDate.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindPurchaseInvoicesByDueDate.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_FindPurchaseInvoicesByDueDate.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_FindPurchaseInvoicesByDueDate.xml Thu Sep 24
> 00:38:31 2009
> @@ -14,34 +14,34 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Accounting Find Purchase Invoices By Due Date help
> screen.
> - </title>
> - <para>This screen allows the user to search for and locate Purchase
> - Invoices based on their due date. The 'Due Date' can be defined
> as the
> - last possible date that payments can be received for the invoice
> - without triggering any late payment penalties. The 'Invoice Date'
> can
> - be defined as the date that the invoice was created and this is
> - normally based on when products were received or services were
> - provided.</para>
> - <para>NOTE TO CHECK: See if the same bug that exists with Sales
> - Invoices is here too.</para>
> - <para>A Purchase Invoice may be due to be paid immediately or you
> may
> - be given a 'grace period' after which the invoice is due.</para>
> - <section>
> - <title>How do I find Purchase Invoices by Due Date?</title>
> - <para>Press the 'Find Purchase Invoices by Due Date' button</para>
> - <para>The Find Purchase Invoices by Due Date screen is displayed
> - </para>
> - <para>Enter the 'Organization Party Id' (eg. Normally this will be
> - Company)</para>
> - <para>Enter the 'Party Id' that the Purchase Invoice (eg. Normally
> - this will be the Supplier Party Id)</para>
> - <para>Enter a number in the 'Days Offset' field that represents the
> - number of in which the invoice will become due (eg If an invoice
> is
> - due to be paid in 5 days then enter 5 or greater)</para>
> - <para>Press the 'Select' button</para>
> - </section>
> + 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 Accounting Find Purchase Invoices By Due Date help
> screen.
> + </title>
> + <para>This screen allows the user to search for and locate
> Purchase
> + Invoices based on their due date. The 'Due Date' can be
> defined as the
> + last possible date that payments can be received for the
> invoice
> + without triggering any late payment penalties. The 'Invoice
> Date' can
> + be defined as the date that the invoice was created and
> this is
> + normally based on when products were received or services
> were
> + provided.</para>
> + <para>NOTE TO CHECK: See if the same bug that exists with Sales
> + Invoices is here too.</para>
> + <para>A Purchase Invoice may be due to be paid immediately or
> you may
> + be given a 'grace period' after which the invoice is due.</
> para>
> + <section>
> + <title>How do I find Purchase Invoices by Due Date?</title>
> + <para>Press the 'Find Purchase Invoices by Due Date'
> button</para>
> + <para>The Find Purchase Invoices by Due Date screen is
> displayed
> + </para>
> + <para>Enter the 'Organization Party Id' (eg. Normally this
> will be
> + Company)</para>
> + <para>Enter the 'Party Id' that the Purchase Invoice (eg.
> Normally
> + this will be the Supplier Party Id)</para>
> + <para>Enter a number in the 'Days Offset' field that
> represents the
> + number of in which the invoice will become due (eg If
> an invoice is
> + due to be paid in 5 days then enter 5 or greater)</para>
> + <para>Press the 'Select' button</para>
> + </section>
> </section>
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_FindSalesInvoicesByDueDate.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindSalesInvoicesByDueDate.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_FindSalesInvoicesByDueDate.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_FindSalesInvoicesByDueDate.xml Thu Sep 24 00:38:31
> 2009
> @@ -14,63 +14,63 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Accounting Find Sales Invoices By Due Date help screen.
> - </title>
> - <para>This screen allows the user to search for and locate Sales
> - Invoices based on their due date. The 'Due Date' can be defined
> as the
> - last possible date that payments can be received for the invoice
> - without triggering late payment penalties. The 'Invoice Date' can
> be
> - defined as the date that the invoice was created and this is
> normally
> - based on when products were shipped or services were provided.</
> para>
> + 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 Accounting Find Sales Invoices By Due Date help
> screen.
> + </title>
> + <para>This screen allows the user to search for and locate Sales
> + Invoices based on their due date. The 'Due Date' can be
> defined as the
> + last possible date that payments can be received for the
> invoice
> + without triggering late payment penalties. The 'Invoice
> Date' can be
> + defined as the date that the invoice was created and this
> is normally
> + based on when products were shipped or services were
> provided.</para>
>
> - <para>NOTE TO CHECK: There appears to be a minor bug here as if the
> - Invoice 'Due Date' is different to the Invoice Date (eg. Invoice
> - Creation Date) then the Invoice Date is used as the Due Date in
> this
> - screen which I dont think is correct......</para>
> + <para>NOTE TO CHECK: There appears to be a minor bug here as if
> the
> + Invoice 'Due Date' is different to the Invoice Date (eg.
> Invoice
> + Creation Date) then the Invoice Date is used as the Due
> Date in this
> + screen which I dont think is correct......</para>
>
> - <para>A Sales Invoice may be due to be paid immediately or as in
> some
> - cases the customer is given a 'grace period' after which the
> invoice
> - is generated and becomes due. Examples of this include only
> generating
> - a customer invoice after a certain amount of time after the
> dispatch
> - of their order. (NOTE: There are several ways this can be
> achieved in
> - OFBiz including the use of agreements and billing accounts).
> - </para>
> - <para>This screen can be used to locate Sales Invoices as follows:
> - </para>
> + <para>A Sales Invoice may be due to be paid immediately or as
> in some
> + cases the customer is given a 'grace period' after which
> the invoice
> + is generated and becomes due. Examples of this include only
> generating
> + a customer invoice after a certain amount of time after the
> dispatch
> + of their order. (NOTE: There are several ways this can be
> achieved in
> + OFBiz including the use of agreements and billing accounts).
> + </para>
> + <para>This screen can be used to locate Sales Invoices as
> follows:
> + </para>
>
> - <para>* That will become due within a fixed timeframe (eg the next 5
> - days)</para>
> - <para>* That may already be overdue</para>
> - <para>* That have been automatically generated by the system (eg
> as a
> - result of Agreements based on payment in 30 days etc....TO CHECK)
> - </para>
> + <para>* That will become due within a fixed timeframe (eg the
> next 5
> + days)</para>
> + <para>* That may already be overdue</para>
> + <para>* That have been automatically generated by the system
> (eg as a
> + result of Agreements based on payment in 30 days etc....TO
> CHECK)
> + </para>
>
> - <para>NOTE: See details from Jacopo below regarding future work
> - regarding Find Sales Invoice by Due Date and Find Purchase
> Invoice by
> - Due Date functionality:</para>
> + <para>NOTE: See details from Jacopo below regarding future work
> + regarding Find Sales Invoice by Due Date and Find Purchase
> Invoice by
> + Due Date functionality:</para>
>
> - <para>* The two links are used to search invoices' due dates for
> - payments - there are plans to add links to quickly create
> payments for
> - them etc. So they are somewhat in the middle between an invoice
> thing
> - and a payment thing. By the way, for now I will close this issue
> - because
> - the best spot to place them is in the AR and AP applications,
> - but there
> - is still a lot of work to do to make them usable. </para>
> - <section>
> - <title>How do I find a Sales Invoice by Due Date?</title>
> - <para>Press the 'Find Sales Invoices by Due Date' button</para>
> - <para>The Find Sales Invoices by Due Date screen is displayed</
> para>
> - <para>Enter the 'Organization Party Id' (eg. Normally this will be
> - Company)</para>
> - <para>Enter the 'Party Id' that the Sales Invoice (eg. Normally
> this
> - will be the Customer Party Id)</para>
> - <para>Enter a number in the 'Days Offset' field that represents the
> - number of in which the invoice will become due (eg If an invoice
> is
> - due to be paid in 5 days then enter 5 or greater)</para>
> - <para>Press the 'Select' button</para>
> - </section>
> + <para>* The two links are used to search invoices' due dates for
> + payments - there are plans to add links to quickly create
> payments for
> + them etc. So they are somewhat in the middle between an
> invoice thing
> + and a payment thing. By the way, for now I will close this
> issue
> + because
> + the best spot to place them is in the AR and AP applications,
> + but there
> + is still a lot of work to do to make them usable. </para>
> + <section>
> + <title>How do I find a Sales Invoice by Due Date?</title>
> + <para>Press the 'Find Sales Invoices by Due Date' button</
> para>
> + <para>The Find Sales Invoices by Due Date screen is
> displayed</para>
> + <para>Enter the 'Organization Party Id' (eg. Normally this
> will be
> + Company)</para>
> + <para>Enter the 'Party Id' that the Sales Invoice (eg.
> Normally this
> + will be the Customer Party Id)</para>
> + <para>Enter a number in the 'Days Offset' field that
> represents the
> + number of in which the invoice will become due (eg If
> an invoice is
> + due to be paid in 5 days then enter 5 or greater)</para>
> + <para>Press the 'Select' button</para>
> + </section>
> </section>
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_ManualTransaction.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ManualTransaction.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_ManualTransaction.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_ManualTransaction.xml Thu Sep 24 00:38:31 2009
> @@ -14,33 +14,33 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Manual Transaction help screen</title>
> - <para>The Manual Electronic Transaction screen allows the user to
> - manually input and process payment related transactions.</para>
> - <para>Options available include the following:</para>
> - <para>Authorising payment transactions</para>
> - <para>Refunding payments</para>
> - <para>Payment Re-Authorisation</para>
> - <para>Payment Capture</para>
> - <section>
> - <title>How do I create a manual electronic transaction?</title>
> - <para>Select the 'Payment Method Type' (eg Credit Card)</para>
> - <para>Select the 'Product Store'</para>
> - <para>Select the 'Transaction Type' (NOTE: This is the type of
> - transaction that needs to be created, eg authorisation,
> - capture,refund etc)</para>
> - <para>Additional fields will be displayed </para>
> - <para>Enter the required details (eg name, credit card, billing
> - address, amount etc)</para>
> - <para>Press the 'Submit' button</para>
> - <para>A transsaction will be created that can be viewed via the
> - Gateway Transactions screen</para>
> - <para>NOTE TO CHECK: Possible bug as could not get this to work
> using
> - 'Payment Authorisation Service' and error message appeared
> regarding
> - a missing parameter missing for Order Preference Id but the Order
> - Preference Id was not displayed on the screen</para>
> - </section>
> + 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 Manual Transaction help screen</title>
> + <para>The Manual Electronic Transaction screen allows the user to
> + manually input and process payment related transactions.</
> para>
> + <para>Options available include the following:</para>
> + <para>Authorising payment transactions</para>
> + <para>Refunding payments</para>
> + <para>Payment Re-Authorisation</para>
> + <para>Payment Capture</para>
> + <section>
> + <title>How do I create a manual electronic transaction?</
> title>
> + <para>Select the 'Payment Method Type' (eg Credit Card)</
> para>
> + <para>Select the 'Product Store'</para>
> + <para>Select the 'Transaction Type' (NOTE: This is the type
> of
> + transaction that needs to be created, eg authorisation,
> + capture,refund etc)</para>
> + <para>Additional fields will be displayed </para>
> + <para>Enter the required details (eg name, credit card,
> billing
> + address, amount etc)</para>
> + <para>Press the 'Submit' button</para>
> + <para>A transsaction will be created that can be viewed via
> the
> + Gateway Transactions screen</para>
> + <para>NOTE TO CHECK: Possible bug as could not get this to
> work using
> + 'Payment Authorisation Service' and error message
> appeared regarding
> + a missing parameter missing for Order Preference Id but
> the Order
> + Preference Id was not displayed on the screen</para>
> + </section>
> </section>
> \ No newline at end of file
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_ViewGatewayResponse.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ViewGatewayResponse.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_ViewGatewayResponse.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_ViewGatewayResponse.xml Thu Sep 24 00:38:31 2009
> @@ -14,13 +14,13 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The View Gateway Response help screen</title>
> - <para>This screen shows details of an individual gateway
> transaction.
> - It displays specific information regarding the order and the
> payment.
> - The lower part of the screen shows the gateway response details
> - indicating the time and codes used to process the transaction
> through
> - the gateway.</para>
> + 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 View Gateway Response help screen</title>
> + <para>This screen shows details of an individual gateway
> transaction.
> + It displays specific information regarding the order and
> the payment.
> + The lower part of the screen shows the gateway response
> details
> + indicating the time and codes used to process the
> transaction through
> + the gateway.</para>
> </section>
> \ No newline at end of file
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editInvoice.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoice.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editInvoice.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editInvoice.xml Thu Sep 24 00:38:31 2009
> @@ -14,19 +14,19 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Accounting Edit Invoice Header screen.</title>
> - <para>The Invoice Header screen is used to view or update details
> from
> - the invoice header. Examples of the type of information that can be
> - changed are I Due Date, Description, Currency.</para>
> - <section>
> - <title>How do I update the header details for an Invoice?</title>
> - <para>Select the 'Header' sub menu and the header details of the
> - invoice will be displayed</para>
> - <para>Update the fields required</para>
> - <para> Press the 'Update' button</para>
> - </section>
> + 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 Accounting Edit Invoice Header screen.</title>
> + <para>The Invoice Header screen is used to view or update
> details from
> + the invoice header. Examples of the type of information
> that can be
> + changed are I Due Date, Description, Currency.</para>
> + <section>
> + <title>How do I update the header details for an Invoice?</
> title>
> + <para>Select the 'Header' sub menu and the header details
> of the
> + invoice will be displayed</para>
> + <para>Update the fields required</para>
> + <para> Press the 'Update' button</para>
> + </section>
> </section>
>
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editInvoiceApplications.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoiceApplications.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editInvoiceApplications.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editInvoiceApplications.xml Thu Sep 24 00:38:31 2009
> @@ -14,93 +14,93 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Accounting Edit Invoice Applications screen.</title>
> - <para>The Invoice Applications sub menu is where payments that have
> - been made (or received) can be linked or allocated to an invoice.
> The
> - phrase 'applying' an amount to an invoice is often used to describe
> - this. The screen is divided into 3 main areas as follows.</para>
> - <para> * Payments Applied (which shows details of the total amount
> - 'Applied' and the total amount 'Open'. Note that 'Open' here means
> - outstanding)</para>
> - <para>* Possible Payments to Apply (which shows all the payments
> that
> - have been sent from the same party id as the invoice - for a sales
> - invoice this would be the customer party id)</para>
> - <para> * Assign Payment to Invoice (which allows you to manually
> assign
> - a specific payment id to this invoice)</para>
> - <para>GENERAL NOTE: General Ledger accounting transactions are
> - generated during the payment application process but unless your
> GL is
> - setup with Unapplied Cash and Applied Cash accounts - I'm not sure
> - that there will be any true accounting impact. In the Sales Order
> - process the accounting transaction generated the following GL
> - Accounting transaction is generated for 'Payment Applied' o add
> some
> - text here.</para>
> - <para>DR 120000 Accounts Receivable / CR 120000 Accounts
> Receivable -
> - This transaction doesnt really do anything! </para>
> - <para>It is used to link payments to invoices. It is also used to
> - allocate which part of a payment is allocated or applied to a
> specific
> - invoice. This is extremely useful if your customers pay multiple
> - invoices with a single payment.</para>
> - <para>Example:</para>
> - <para> * A customer could send a single payment of $1000 that can be
> - used to pay for two invoices (eg $400 and $600)</para>
> - <para>* Using this applications sub menu allows you to allocate
> part of
> - the $400 to one invoice and the balance ($600) to the other invoice
> - </para>
> - <para>By default all 'unapplied' payments that have been entered
> into
> - OFBiz from the customer will be available for selection even if
> they
> - have not yet been flagged as formally 'Received'. This means that
> - these are payments that have not already been linked to another
> - invoice. If only part of a payment amount has been linked to an
> - invoice then the remaining amount is left available to be
> allocated to
> - another invoice. Also note that a single invoice could be paid by
> - multiple payments being applied to it.</para>
> - <section>
> - <title>How do I apply a payment (or payments) to an invoice?</
> title>
> - <para>Select the 'Applications' sub menu for the invoice</para>
> - <para>A list of unapplied payments for the party id will be
> displayed
> - </para>
> - <para>Press the 'Apply' button next to the entry that needs to be
> - applied to the invoice (NOTE: More than one entry may be used.
> Also
> - only part of a larger amount may be used)The Payments Applied
> total
> - at the top of the screen will be updated with the amount selected.
> - Also the Amount Open will be reduced by the amount selected.</
> para>
> - <para> Once the total invoice amount has been selected a message
> will
> - be displayed and only the first part of the screen will be
> displayed
> - </para>
> - <para>The top part of the screen will now be updated to show the
> - 'Payments Applied' total is equal to the invoice total and the
> - 'Amount Open' is zero. </para>
> - </section>
> - <section>
> - <title>How do I update an applied payment for an invoice?</title>
> - <para>Payments that have been applied to an invoice can be updated.
> - This means that you can change the details of the payment
> transaction
> - or adjust the amount that was applied to the invoice.</para>
> - <para>Select the 'Applications' sub menu for the invoice</para>
> - <para>A list of payments already applied to the invoice will be
> - displayed in the top part of the screen</para>
> - <para>Enter or use the lookup to change the 'Payment Id' if
> required
> - </para>
> - <para>Enter the updated amount in the 'Amount to Apply' field if
> - required</para>
> - <para>Press the 'Update' button</para>
> - </section>
> - <section>
> - <title>How do I remove an applied payment (or payments) from an
> - invoice?</title>
> - <para>NOTE TO CHECK: It can be done before transaction has been
> posted
> - to GL but also need to check if its can be done if the transaction
> - has been posted. </para>
> - <para>Select the 'Applications' sub menu for the invoice</para>
> - <para>A list of payments already applied to the invoice will be
> - displayed in the top part of the screen</para>
> - <para>Press the 'Remove' button next to the payment entry that
> needs
> - to be removed</para>
> - <para>The entry will be removed and the top part of the screen
> will be
> - update the 'Payments Applied' total and 'Amount Open'</para>
> + 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 Accounting Edit Invoice Applications screen.</title>
> + <para>The Invoice Applications sub menu is where payments that
> have
> + been made (or received) can be linked or allocated to an
> invoice. The
> + phrase 'applying' an amount to an invoice is often used to
> describe
> + this. The screen is divided into 3 main areas as follows.</
> para>
> + <para> * Payments Applied (which shows details of the total
> amount
> + 'Applied' and the total amount 'Open'. Note that 'Open'
> here means
> + outstanding)</para>
> + <para>* Possible Payments to Apply (which shows all the
> payments that
> + have been sent from the same party id as the invoice - for
> a sales
> + invoice this would be the customer party id)</para>
> + <para> * Assign Payment to Invoice (which allows you to
> manually assign
> + a specific payment id to this invoice)</para>
> + <para>GENERAL NOTE: General Ledger accounting transactions are
> + generated during the payment application process but unless
> your GL is
> + setup with Unapplied Cash and Applied Cash accounts - I'm
> not sure
> + that there will be any true accounting impact. In the Sales
> Order
> + process the accounting transaction generated the following GL
> + Accounting transaction is generated for 'Payment Applied' o
> add some
> + text here.</para>
> + <para>DR 120000 Accounts Receivable / CR 120000 Accounts
> Receivable -
> + This transaction doesnt really do anything! </para>
> + <para>It is used to link payments to invoices. It is also used to
> + allocate which part of a payment is allocated or applied to
> a specific
> + invoice. This is extremely useful if your customers pay
> multiple
> + invoices with a single payment.</para>
> + <para>Example:</para>
> + <para> * A customer could send a single payment of $1000 that
> can be
> + used to pay for two invoices (eg $400 and $600)</para>
> + <para>* Using this applications sub menu allows you to allocate
> part of
> + the $400 to one invoice and the balance ($600) to the other
> invoice
> + </para>
> + <para>By default all 'unapplied' payments that have been
> entered into
> + OFBiz from the customer will be available for selection
> even if they
> + have not yet been flagged as formally 'Received'. This
> means that
> + these are payments that have not already been linked to
> another
> + invoice. If only part of a payment amount has been linked
> to an
> + invoice then the remaining amount is left available to be
> allocated to
> + another invoice. Also note that a single invoice could be
> paid by
> + multiple payments being applied to it.</para>
> + <section>
> + <title>How do I apply a payment (or payments) to an invoice?
> </title>
> + <para>Select the 'Applications' sub menu for the invoice</
> para>
> + <para>A list of unapplied payments for the party id will be
> displayed
> + </para>
> + <para>Press the 'Apply' button next to the entry that needs
> to be
> + applied to the invoice (NOTE: More than one entry may
> be used. Also
> + only part of a larger amount may be used)The Payments
> Applied total
> + at the top of the screen will be updated with the
> amount selected.
> + Also the Amount Open will be reduced by the amount
> selected.</para>
> + <para> Once the total invoice amount has been selected a
> message will
> + be displayed and only the first part of the screen will
> be displayed
> + </para>
> + <para>The top part of the screen will now be updated to
> show the
> + 'Payments Applied' total is equal to the invoice total
> and the
> + 'Amount Open' is zero. </para>
> + </section>
> + <section>
> + <title>How do I update an applied payment for an invoice?</
> title>
> + <para>Payments that have been applied to an invoice can be
> updated.
> + This means that you can change the details of the
> payment transaction
> + or adjust the amount that was applied to the invoice.</
> para>
> + <para>Select the 'Applications' sub menu for the invoice</
> para>
> + <para>A list of payments already applied to the invoice
> will be
> + displayed in the top part of the screen</para>
> + <para>Enter or use the lookup to change the 'Payment Id' if
> required
> + </para>
> + <para>Enter the updated amount in the 'Amount to Apply'
> field if
> + required</para>
> + <para>Press the 'Update' button</para>
> + </section>
> + <section>
> + <title>How do I remove an applied payment (or payments)
> from an
> + invoice?</title>
> + <para>NOTE TO CHECK: It can be done before transaction has
> been posted
> + to GL but also need to check if its can be done if the
> transaction
> + has been posted. </para>
> + <para>Select the 'Applications' sub menu for the invoice</
> para>
> + <para>A list of payments already applied to the invoice
> will be
> + displayed in the top part of the screen</para>
> + <para>Press the 'Remove' button next to the payment entry
> that needs
> + to be removed</para>
> + <para>The entry will be removed and the top part of the
> screen will be
> + update the 'Payments Applied' total and 'Amount Open'</
> para>
>
> - </section>
> + </section>
> </section>
> \ No newline at end of file
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editInvoiceTimeEntries.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoiceTimeEntries.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editInvoiceTimeEntries.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editInvoiceTimeEntries.xml Thu Sep 24 00:38:31 2009
> @@ -14,27 +14,27 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Accounting Edit Invoice Time Entries screen.</title>
> - <para>he Time Entries screen displays any time logged against the
> - invoice. For example these time entries can be from employee or
> - external supplier timesheets that are tracked within OFBiz. is
> used to
> - track any individual work or billable hours against an invoice.</
> para>
> - <section>
> - <title>How do I add a new time entry for an invoice?</title>
> - <para>Two options: Add time entry to a new invoice and add time
> entry
> - to an existing invoice.</para>
> - <para>Timesheet entries can be added to an existing invoice from
> - Workeffort Manager.</para>
> - </section>
> - <section>
> - <title>How do I update a time entry for an invoice?</title>
> - <para>NOTE: To check if this can only be done via timesheets.</
> para>
> - </section>
> - <section>
> - <title>How do I remove a time entry from an invoice?</title>
> - <para>NOTE: To check if this is done via timesheets </para>
> - </section>
> + 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 Accounting Edit Invoice Time Entries screen.</title>
> + <para>he Time Entries screen displays any time logged against the
> + invoice. For example these time entries can be from
> employee or
> + external supplier timesheets that are tracked within OFBiz.
> is used to
> + track any individual work or billable hours against an
> invoice.</para>
> + <section>
> + <title>How do I add a new time entry for an invoice?</title>
> + <para>Two options: Add time entry to a new invoice and add
> time entry
> + to an existing invoice.</para>
> + <para>Timesheet entries can be added to an existing invoice
> from
> + Workeffort Manager.</para>
> + </section>
> + <section>
> + <title>How do I update a time entry for an invoice?</title>
> + <para>NOTE: To check if this can only be done via
> timesheets.</para>
> + </section>
> + <section>
> + <title>How do I remove a time entry from an invoice?</title>
> + <para>NOTE: To check if this is done via timesheets </para>
> + </section>
> </section>
> \ No newline at end of file
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editPayment.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editPayment.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editPayment.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editPayment.xml Thu Sep 24 00:38:31 2009
> @@ -14,29 +14,29 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Accounting Payment Header help screen.</title>
> - <para>The Header screen displays the header details for the payment
> - transaction and allows all fields to be updated if required. </
> para>
> + 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 Accounting Payment Header help screen.</title>
> + <para>The Header screen displays the header details for the
> payment
> + transaction and allows all fields to be updated if
> required. </para>
>
> - <para>The following options are currently available from this
> screen:
> - </para>
> - <para>* Create New (Create a new payment)</para>
> - <para>* Status to 'Received' (Change the status of the current
> payment
> - to 'Received. NOTE: This will create the relevant accounting
> - transactions and post them to the general ledger)</para>
> - <para>* Status to 'Cancelled' (Change the status of the current
> payment
> - to 'Cancelled')</para>
> - <para>* Status to 'Confirmed' (Change the status of the current
> invoice
> - to 'Confirmed'. NOTE: This status option will not appear until the
> - status has been changed to 'Received')</para>
> - <section>
> - <title>How do I update the header details for a Payment?</title>
> - <para>Select the 'Header' sub menu and the header details of the
> - payment will be displayed</para>
> - <para>Update the fields required</para>
> - <para>Press the 'Update' button</para>
> - </section>
> + <para>The following options are currently available from this
> screen:
> + </para>
> + <para>* Create New (Create a new payment)</para>
> + <para>* Status to 'Received' (Change the status of the current
> payment
> + to 'Received. NOTE: This will create the relevant accounting
> + transactions and post them to the general ledger)</para>
> + <para>* Status to 'Cancelled' (Change the status of the current
> payment
> + to 'Cancelled')</para>
> + <para>* Status to 'Confirmed' (Change the status of the current
> invoice
> + to 'Confirmed'. NOTE: This status option will not appear
> until the
> + status has been changed to 'Received')</para>
> + <section>
> + <title>How do I update the header details for a Payment?</
> title>
> + <para>Select the 'Header' sub menu and the header details
> of the
> + payment will be displayed</para>
> + <para>Update the fields required</para>
> + <para>Press the 'Update' button</para>
> + </section>
> </section>
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editPaymentApplications.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editPaymentApplications.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editPaymentApplications.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_editPaymentApplications.xml Thu Sep 24 00:38:31 2009
> @@ -14,75 +14,75 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Accounting Payment Applications help screen.</title>
> - <para>The Payments Applications sub menu is where payments that have
> - been made (or received) can be linked or allocated to an invoice,
> - another payment, a billing account or a tax authority.</para>
> + 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 Accounting Payment Applications help screen.</title>
> + <para>The Payments Applications sub menu is where payments that
> have
> + been made (or received) can be linked or allocated to an
> invoice,
> + another payment, a billing account or a tax authority.</para>
>
> - <para>NOTE: General Ledger accounting transactions are generated
> during
> - the
> - payment application process but unless your GL is setup with
> - Unapplied
> - Cash and Applied Cash accounts - I'm not sure that there will
> - be any
> - true accounting impact. In the Sales Order process the
> - accounting
> - transaction generated the following GL Accounting
> - transaction is
> - generated for 'Payment Applied'</para>
> - <para>The following options are currently available from this
> screen:
> - </para>
> - <para>* Create New (Create a new payment)</para>
> - <para>* Status to 'Received' (Change the status of the current
> payment
> - to 'Received. NOTE: This will create the relevant accounting
> - transactions and post them to the general ledger)</para>
> - <para>* Status to 'Cancelled' (Change the status of the current
> payment
> - to 'Cancelled')</para>
> - <para> * Status to 'Confirmed' (Change the status of the current
> - invoice to 'Confirmed'. NOTE: This status option will not appear
> until
> - the status has been changed to 'Received')
> - </para>
> - <section>
> - <title>How do I apply a payment to an invoice?</title>
> - <para>Select the 'Applications' sub menu for the payment</para>
> - <para>A list of invoices will be displayed in the 'Possible
> Invoices
> - to Apply' box (NOTE: If no open invoices exist for the party
> that is
> - sending the payment then this may not list any invoices)</para>
> - <para>Press the 'Apply' button next to the invoice (or invoices)
> that
> - this payment is for</para>
> - <para>NOTE: Although it can be overriden the 'Amount to Apply'
> field
> - will default to the lesser of the invoice total or the payment
> - amount. This can be shown by examples as follows:</para>
> - <para>* If a payment of $150 is received but the invoice total is
> $120
> - then the 'Amount to Apply' will default to $120</para>
> - <para>* If a payment of $150 is received but the invoice total is
> $170
> - then the 'Amount to Apply' will default to $150
> - </para>
> - </section>
> - <section>
> - <title>How do I apply a payment to an invoice, tax authority,
> billing
> - account or another payment?</title>
> - <para>Select the 'Applications' sub menu for the payment</para>
> - <para>Using the 'Apply this payment to' box at the bottom of the
> - screen</para>
> - <para>Enter or use the lookup to enter the 'Invoice Id' to apply
> the
> - payment to (NOTE: This can be used if the invoice is to another
> party
> - eg ordered by a subsidiary but paid for by another company of the
> - same group)</para>
> - <para>Enter or use the lookup to enter the 'To Payment Id' to apply
> - the payment to if required (NOTE TO CHECK: How does this
> work....?)
> - </para>
> - <para>Enter or use the lookup to enter the 'Billing Account Id' to
> - apply the payment to if required</para>
> - <para>Enter or use the drop down box to select the 'Tax Auth Geo
> Id'
> - to apply the payment to if required (NOTE TO CHECK: This is a
> country
> - so need to test how this actually works......)</para>
> - <para>Enter an amount in the 'Amount to Apply' (NOTE: This must be
> - less than or equal to the payment amount)</para>
> - <para>Press the 'Apply' button
> - </para>
> - </section>
> + <para>NOTE: General Ledger accounting transactions are
> generated during
> + the
> + payment application process but unless your GL is setup with
> + Unapplied
> + Cash and Applied Cash accounts - I'm not sure that there will
> + be any
> + true accounting impact. In the Sales Order process the
> + accounting
> + transaction generated the following GL Accounting
> + transaction is
> + generated for 'Payment Applied'</para>
> + <para>The following options are currently available from this
> screen:
> + </para>
> + <para>* Create New (Create a new payment)</para>
> + <para>* Status to 'Received' (Change the status of the current
> payment
> + to 'Received. NOTE: This will create the relevant accounting
> + transactions and post them to the general ledger)</para>
> + <para>* Status to 'Cancelled' (Change the status of the current
> payment
> + to 'Cancelled')</para>
> + <para> * Status to 'Confirmed' (Change the status of the current
> + invoice to 'Confirmed'. NOTE: This status option will not
> appear until
> + the status has been changed to 'Received')
> + </para>
> + <section>
> + <title>How do I apply a payment to an invoice?</title>
> + <para>Select the 'Applications' sub menu for the payment</
> para>
> + <para>A list of invoices will be displayed in the 'Possible
> Invoices
> + to Apply' box (NOTE: If no open invoices exist for the
> party that is
> + sending the payment then this may not list any invoices)
> </para>
> + <para>Press the 'Apply' button next to the invoice (or
> invoices) that
> + this payment is for</para>
> + <para>NOTE: Although it can be overriden the 'Amount to
> Apply' field
> + will default to the lesser of the invoice total or the
> payment
> + amount. This can be shown by examples as follows:</para>
> + <para>* If a payment of $150 is received but the invoice
> total is $120
> + then the 'Amount to Apply' will default to $120</para>
> + <para>* If a payment of $150 is received but the invoice
> total is $170
> + then the 'Amount to Apply' will default to $150
> + </para>
> + </section>
> + <section>
> + <title>How do I apply a payment to an invoice, tax
> authority, billing
> + account or another payment?</title>
> + <para>Select the 'Applications' sub menu for the payment</
> para>
> + <para>Using the 'Apply this payment to' box at the bottom
> of the
> + screen</para>
> + <para>Enter or use the lookup to enter the 'Invoice Id' to
> apply the
> + payment to (NOTE: This can be used if the invoice is to
> another party
> + eg ordered by a subsidiary but paid for by another
> company of the
> + same group)</para>
> + <para>Enter or use the lookup to enter the 'To Payment Id'
> to apply
> + the payment to if required (NOTE TO CHECK: How does
> this work....?)
> + </para>
> + <para>Enter or use the lookup to enter the 'Billing Account
> Id' to
> + apply the payment to if required</para>
> + <para>Enter or use the drop down box to select the 'Tax
> Auth Geo Id'
> + to apply the payment to if required (NOTE TO CHECK:
> This is a country
> + so need to test how this actually works......)</para>
> + <para>Enter an amount in the 'Amount to Apply' (NOTE: This
> must be
> + less than or equal to the payment amount)</para>
> + <para>Press the 'Apply' button
> + </para>
> + </section>
> </section>
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_findInvoices.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoices.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_findInvoices.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_findInvoices.xml Thu Sep 24 00:38:31 2009
> @@ -14,53 +14,53 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Accounting Find Invoices screen.</title>
> + 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 Accounting Find Invoices screen.</title>
> <para>The default screen is for the Invoices tab is 'Find
> Invoices'. It
> is used to locate existing invoices that have been created
> automatically by the system or manually by the user. It can
> also be
> used to create a new Sales or Purchase Invoice. </para>
> <section>
> - <title>How do I view all invoices?</title>
> - <para>Press the 'Search' button to view all invoices</para>
> - </section>
> - <section>
> - <title>How do I locate an existing invoice?</title>
> - <para>Enter the 'Invoice ID' if known</para>
> - <para>Enter a word from the invoice description in the
> 'Description'
> - field if known</para>
> - <para>Enter the 'Invoice Type' if known</para>
> - <para>Enter the 'From Party Id' if known (NOTE: In most cases for a
> - Sales Invoices this will be Company. For Purchase Invoice it
> will be
> - the supplier party id)</para>
> - <para>Enter the 'Billing Account Id' if known</para>
> - <para>Enter the invoice status in the 'Status Id' field if known
> - </para>
> - <para>Enter the 'To Party Id' if known (NOTE: In most cases for a
> - Purchase Invoice this will be company. For Sales Invoices it
> will be
> - the customer party id)</para>
> - <para>Press the 'Search' button to view all invoices</para>
> - <para>All invoices that meet the search criteria will be displayed.
> - </para>
> - </section>
> + <title>How do I view all invoices?</title>
> + <para>Press the 'Search' button to view all invoices</para>
> + </section>
> + <section>
> + <title>How do I locate an existing invoice?</title>
> + <para>Enter the 'Invoice ID' if known</para>
> + <para>Enter a word from the invoice description in the
> 'Description'
> + field if known</para>
> + <para>Enter the 'Invoice Type' if known</para>
> + <para>Enter the 'From Party Id' if known (NOTE: In most
> cases for a
> + Sales Invoices this will be Company. For Purchase
> Invoice it will be
> + the supplier party id)</para>
> + <para>Enter the 'Billing Account Id' if known</para>
> + <para>Enter the invoice status in the 'Status Id' field if
> known
> + </para>
> + <para>Enter the 'To Party Id' if known (NOTE: In most cases
> for a
> + Purchase Invoice this will be company. For Sales
> Invoices it will be
> + the customer party id)</para>
> + <para>Press the 'Search' button to view all invoices</para>
> + <para>All invoices that meet the search criteria will be
> displayed.
> + </para>
> + </section>
>
> - <section>
> - <title>How do I update an invoice?</title>
> - <para>Locate the invoice using the 'Find Invoices' screen</para>
> - <para>Using the relevant sub menu make the required changes.</para>
> - </section>
> - <section>
> - <title>How do I delete an invoice?</title>
> - <para>Invoices cannot be deleted through the user interface. They
> can
> - only be cancelled (eg if they have been entered or created by
> - mistake).</para>
> - <para>NOTE: They can probably be deleted using Entity Data
> Maintenance
> - in the Webtools menu but this is not recommended for 2 reasons:
> - </para>
> - <para>1. it may cause data integrity problems.</para>
> - <para>2. In case of audit it would be a problem.
> - </para>
> - </section>
> + <section>
> + <title>How do I update an invoice?</title>
> + <para>Locate the invoice using the 'Find Invoices' screen</
> para>
> + <para>Using the relevant sub menu make the required
> changes.</para>
> + </section>
> + <section>
> + <title>How do I delete an invoice?</title>
> + <para>Invoices cannot be deleted through the user
> interface. They can
> + only be cancelled (eg if they have been entered or
> created by
> + mistake).</para>
> + <para>NOTE: They can probably be deleted using Entity Data
> Maintenance
> + in the Webtools menu but this is not recommended for 2
> reasons:
> + </para>
> + <para>1. it may cause data integrity problems.</para>
> + <para>2. In case of audit it would be a problem.
> + </para>
> + </section>
> </section>
> \ No newline at end of file
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_findPayments.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findPayments.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_findPayments.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_findPayments.xml Thu Sep 24 00:38:31 2009
> @@ -14,54 +14,54 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Accounting Find Payments help screen.</title>
> - <para>The default screen is 'Find Payment' which allows the user to
> - search for and view the details related to a payment transaction.
> - Specific search criteria can be entered as a filter to locate the
> - payment quickly. </para>
> - <para>
> - Payments can be incoming or outgoing and the demo data contains a
> - list of payment type descriptions that describe the reason for the
> - payment in more detail (eg Customer Deposit, Tax Payment,
> Commission
> - Payment etc).
> - </para>
> - <para>This screen is used to locate existing payments that have been
> - created
> - automatically by the system or manually by the user. There are
> - links
> - from this page that can be used to do the following: </para>
> - <para>Create a new incoming or outgoing payment
> - </para>
> - <para>Find Sales Invoices by due date
> - </para>
> - <para>Find Purchase Invoices by due date </para>
> - <section>
> - <title>How do I view all payments?</title>
> - <para>Press the 'Search' button to view all payments</para>
> - </section>
> - <section>
> - <title>How do I locate an existing payment?</title>
> - <para>Enter the 'Payment ID' if known</para>
> - <para>Enter a word from the payments 'Comment'field if known</para>
> - <para>Enter the 'Payment Type Id' if known</para>
> - <para>Enter the 'From Party Id' if known (NOTE: In most cases for
> an
> - incoming payment this will be the customer party id)</para>
> - <para>Enter the payment amount in the 'Amount' field if known</
> para>
> - <para>Enter some details from the payment reference number in the
> - 'Reference No' field if known
> - </para>
> - <para>Enter the status of the payment in the 'Status Id' field if
> - known</para>
> - <para>Enter the 'To Party Id' if known (NOTE: In most cases for an
> - incoming payment this will the the customer party id. For outgoing
> - payments this will be the supplier id, or customer id for a
> refund)
> - </para>
> - <para>Press the 'Search' button to view all payments</para>
> - <para>All payments that meet the search criteria will be displayed.
> - </para>
> - </section>
> + 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 Accounting Find Payments help screen.</title>
> + <para>The default screen is 'Find Payment' which allows the
> user to
> + search for and view the details related to a payment
> transaction.
> + Specific search criteria can be entered as a filter to
> locate the
> + payment quickly. </para>
> + <para>
> + Payments can be incoming or outgoing and the demo data
> contains a
> + list of payment type descriptions that describe the reason
> for the
> + payment in more detail (eg Customer Deposit, Tax Payment,
> Commission
> + Payment etc).
> + </para>
> + <para>This screen is used to locate existing payments that have
> been
> + created
> + automatically by the system or manually by the user. There
> are
> + links
> + from this page that can be used to do the following: </para>
> + <para>Create a new incoming or outgoing payment
> + </para>
> + <para>Find Sales Invoices by due date
> + </para>
> + <para>Find Purchase Invoices by due date </para>
> + <section>
> + <title>How do I view all payments?</title>
> + <para>Press the 'Search' button to view all payments</para>
> + </section>
> + <section>
> + <title>How do I locate an existing payment?</title>
> + <para>Enter the 'Payment ID' if known</para>
> + <para>Enter a word from the payments 'Comment'field if
> known</para>
> + <para>Enter the 'Payment Type Id' if known</para>
> + <para>Enter the 'From Party Id' if known (NOTE: In most
> cases for an
> + incoming payment this will be the customer party id)</
> para>
> + <para>Enter the payment amount in the 'Amount' field if
> known</para>
> + <para>Enter some details from the payment reference number
> in the
> + 'Reference No' field if known
> + </para>
> + <para>Enter the status of the payment in the 'Status Id'
> field if
> + known</para>
> + <para>Enter the 'To Party Id' if known (NOTE: In most cases
> for an
> + incoming payment this will the the customer party id.
> For outgoing
> + payments this will be the supplier id, or customer id
> for a refund)
> + </para>
> + <para>Press the 'Search' button to view all payments</para>
> + <para>All payments that meet the search criteria will be
> displayed.
> + </para>
> + </section>
>
> </section>
> \ No newline at end of file
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_invoiceOverview.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOverview.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_invoiceOverview.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_invoiceOverview.xml Thu Sep 24 00:38:31 2009
> @@ -18,11 +18,11 @@
> 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"
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Accounting Invoice Overview screen.</title>
> + 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 Accounting Invoice Overview screen.</title>
> <para>The Invoice Overview screen is used to display the summary
> of an invoice in a single view. The screen is divided into sections
> that show various information related to the invoice (eg Roles,
> Status, Terms, Items, Payments Applied, etc).</para>
> <para>The following options are currently available from this
> screen:</para>
> <para>
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_invoiceRoles.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRoles.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_invoiceRoles.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_invoiceRoles.xml Thu Sep 24 00:38:31 2009
> @@ -18,32 +18,32 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> - <title>The Accounting Invoice Roles screen.</title>
> - <para>The Invoice Roles screen allows parties with specific roles
> to be associated with and invoice. If the e-commerce or Sales Order
> entry route has already been used then the invoice generated will
> already contain the relevant roles from the various parties.</para>
> - <para>For a Sales Order examples of roles will include Bill From
> Customer, Bill To Customer, End User Customer,Ship To Customer etc.</
> para>
> - <section>
> - <title>How do I add a party role to an invoice?</title>
> - <para>Party roles will automatically be added to an invoices that
> have been generated as a result of E-Commerce order entry or Sales
> Order entry. They can also be added be added manually.</para>
> - <para>Select the 'Roles' sub menu</para>
> - <para>Enter or use the lookup to enter the party to be added to
> the invoice in the 'Party Id' field</para>
> - <para>Use the drop down box to select the 'Role Type Id' </para>
> - <para>Leave the 'Date Time Performed' field blank (NOTE: This
> field is optional and can be entered if required. This field can be
> used to indicate the date and time this role was performed by the
> party for this invoice)</para>
> - <para>Leave the 'Percentage' field blank (NOTE: This field is
> optional and can be entered if required. If roles are shared then
> this field can be used to indicate the assigned percentage for this
> role) </para>
> - <para>Press the 'Submit' button</para>
> - <para>The new role entry will be displayed on the bottom part of
> the screen</para>
> - <para>NOTE: If you select a role that is not associated with the
> party that has been entered an error message will be displayed. To
> fix it you will need to add the role to the party or choose another
> party that already has that role associated with it.</para>
> - </section>
> - <section>
> - <title>How do I update a party role on an invoice?</title>
> - <para>A party role cannot be updated via the current user
> interface. It can only be removed. If a party role needs to be
> updated then the entry must be deleted and then re-created. </para>
> - </section>
> - <section>
> - <title>How do I remove a party role from an invoice?</title>
> - <para>Locate the entry that needs to be removed</para>
> - <para>Press the 'Remove' button next to the entry that needs to
> be deleted</para>
> - <para>The entry is now removed from the list of invoice roles </
> para>
> - </section>
> + 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 Accounting Invoice Roles screen.</title>
> + <para>The Invoice Roles screen allows parties with specific
> roles to be associated with and invoice. If the e-commerce or Sales
> Order entry route has already been used then the invoice generated
> will already contain the relevant roles from the various parties.</
> para>
> + <para>For a Sales Order examples of roles will include Bill
> From Customer, Bill To Customer, End User Customer,Ship To Customer
> etc.</para>
> + <section>
> + <title>How do I add a party role to an invoice?</title>
> + <para>Party roles will automatically be added to an
> invoices that have been generated as a result of E-Commerce order
> entry or Sales Order entry. They can also be added be added
> manually.</para>
> + <para>Select the 'Roles' sub menu</para>
> + <para>Enter or use the lookup to enter the party to be
> added to the invoice in the 'Party Id' field</para>
> + <para>Use the drop down box to select the 'Role Type Id' </
> para>
> + <para>Leave the 'Date Time Performed' field blank (NOTE:
> This field is optional and can be entered if required. This field
> can be used to indicate the date and time this role was performed by
> the party for this invoice)</para>
> + <para>Leave the 'Percentage' field blank (NOTE: This field
> is optional and can be entered if required. If roles are shared then
> this field can be used to indicate the assigned percentage for this
> role) </para>
> + <para>Press the 'Submit' button</para>
> + <para>The new role entry will be displayed on the bottom
> part of the screen</para>
> + <para>NOTE: If you select a role that is not associated
> with the party that has been entered an error message will be
> displayed. To fix it you will need to add the role to the party or
> choose another party that already has that role associated with it.</
> para>
> + </section>
> + <section>
> + <title>How do I update a party role on an invoice?</title>
> + <para>A party role cannot be updated via the current user
> interface. It can only be removed. If a party role needs to be
> updated then the entry must be deleted and then re-created. </para>
> + </section>
> + <section>
> + <title>How do I remove a party role from an invoice?</title>
> + <para>Locate the entry that needs to be removed</para>
> + <para>Press the 'Remove' button next to the entry that
> needs to be deleted</para>
> + <para>The entry is now removed from the list of invoice
> roles </para>
> + </section>
> </section>
> \ No newline at end of file
>
> Modified: ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_invoices.xml
> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoices.xml?rev=818327&r1=818326&r2=818327&view=diff
> =
> =
> =
> =
> =
> =
> =
> =
> ======================================================================
> --- ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_invoices.xml (original)
> +++ ofbiz/trunk/applications/accounting/data/helpdata/
> HELP_ACCOUNTING_invoices.xml Thu Sep 24 00:38:31 2009
> @@ -14,9 +14,9 @@
> 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
> "
> - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/
> dtd/docbook.xsd"
> - xmlns="http://docbook.org/ns/docbook">
> + 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>Accounting Invoices.</title>
> <para>
> Sales invoices are generated when customers buy something
> from your
>
>