svn commit: r813189 - in /ofbiz/trunk/applications/acco
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Author: hansbak
Date: Thu Sep 10 01:21:20 2009 New Revision: 813189 URL: http://svn.apache.org/viewvc?rev=813189&view=rev Log: invoice help screens contributed by Sharon Foga Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoi.xml (with props) ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoi.xml (with props) ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOv.xml (with props) ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRo.xml (with props) ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_listInvoi.xml (with props) ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_sendPerEm.xml (with props) Modified: ofbiz/trunk/applications/accounting/data/AccountingHelpData.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_main.xml ofbiz/trunk/applications/accounting/documents/Accounting.xml Modified: ofbiz/trunk/applications/accounting/data/AccountingHelpData.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/AccountingHelpData.xml?rev=813189&r1=813188&r2=813189&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/AccountingHelpData.xml (original) +++ ofbiz/trunk/applications/accounting/data/AccountingHelpData.xml Thu Sep 10 01:21:20 2009 @@ -29,4 +29,34 @@ objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_main.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Main Help" mimeTypeId="text/xml" isPublic="Y" /> <Content contentId="ACCOUNTING_main" contentTypeId="DOCUMENT" contentName="Accounting Main Help" templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_main" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> <ContentAssoc contentId="HELP_ACCOUNTING" contentIdTo="ACCOUNTING_main" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000"/> + +<DataResource dataResourceId="ACCOUNTING_findInvoi" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoi.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Find Invoices Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_findInvoi" contentTypeId="DOCUMENT" contentName="Accounting Find Invoices Help" templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_findInvoi" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="HELP_ACCOUNTING" contentIdTo="ACCOUNTING_findInvoi" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000"/> + +<DataResource dataResourceId="ACCOUNTING_invoiceOv" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOv.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Invoice Overview Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_invoiceOv" contentTypeId="DOCUMENT" contentName="Accounting Invoice Overview Help" templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_invoiceOv" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="HELP_ACCOUNTING" contentIdTo="ACCOUNTING_invoiceOv" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000"/> + +<DataResource dataResourceId="ACCOUNTING_editInvoi" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoi.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Edit Invoice Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_editInvoi" contentTypeId="DOCUMENT" contentName="Accounting Edit Invoice Help" templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_editInvoi" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="HELP_ACCOUNTING" contentIdTo="ACCOUNTING_editInvoi" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000"/> + +<DataResource dataResourceId="ACCOUNTING_listInvoi" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_listInvoi.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting List Invoices Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_listInvoi" contentTypeId="DOCUMENT" contentName="Accounting List Invoices Help" templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_listInvoi" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="HELP_ACCOUNTING" contentIdTo="ACCOUNTING_listInvoi" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000"/> + +<DataResource dataResourceId="ACCOUNTING_sendPerEm" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_sendPerEm.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Invoice Send Per Email Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_sendPerEm" contentTypeId="DOCUMENT" contentName="Accounting Invoice Send Per Email Help" templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_sendPerEm" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="HELP_ACCOUNTING" contentIdTo="ACCOUNTING_sendPerEm" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000"/> + +<DataResource dataResourceId="ACCOUNTING_invoiceRo" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRo.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Invoice Roles Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_invoiceRo" contentTypeId="DOCUMENT" contentName="Accounting Invoice Roles Help" templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_invoiceRo" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="HELP_ACCOUNTING" contentIdTo="ACCOUNTING_invoiceRo" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000"/> </entity-engine-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=813189&r1=813188&r2=813189&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING.xml Thu Sep 10 01:21:20 2009 @@ -1,21 +1,21 @@ <?xml version="1.0" encoding="UTF-8"?> <!-- - Licensed to the Apache Software Foundation (ASF) under one - or more contributor license agreements. See the NOTICE file - distributed with this work for additional information - regarding copyright ownership. The ASF licenses this file - to you under the Apache License, Version 2.0 (the - "License"); you may not use this file except in compliance - with the License. You may obtain a copy of the License at - - http://www.apache.org/licenses/LICENSE-2.0 - - Unless required by applicable law or agreed to in writing, - software distributed under the License is distributed on an - "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY - KIND, either express or implied. See the License for the - specific language governing permissions and limitations - under the License. +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. --> <section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" @@ -23,9 +23,10 @@ xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" xmlns="http://docbook.org/ns/docbook"> <title>The Accounting Introduction</title> - <para>Introductory text</para> + <para>The Accounting Manager application is used to manage the accounting function for a business. It gives access to various sub tabs + related to OFBiz accounting configuration and setup.</para> <section> - <title>subsection heading</title> + <title>Subsection heading</title> <para>Subsection content</para> </section> <section> Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoi.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoi.xml?rev=813189&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoi.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoi.xml Thu Sep 10 01:21:20 2009 @@ -0,0 +1,29 @@ +<?xml version="1.0" encoding="UTF-8"?> +<!-- +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +--> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" + xmlns:xl="http://www.w3.org/1999/xlink" + xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Accounting Edit Invoice Header help 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> + Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoi.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoi.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_editInvoi.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoi.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoi.xml?rev=813189&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoi.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoi.xml Thu Sep 10 01:21:20 2009 @@ -0,0 +1,108 @@ +<?xml version="1.0" encoding="UTF-8"?> +<!-- +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +--> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" + version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Accounting Find Invoices help 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> + <para> + Sales invoices are generated when customers buy something from your business. + You will need to provide a detailed list of the items bought and relevant + taxes paid. They are often referred to a 'tax invoices' as they contain + information relating to the amount of sales tax (eg VAT / GST) + charged on the product or service. + </para> + <para> Purchase invoices are generated by your suppliers when you + order something from them. You may send them an order in the form of + a Purchase Order. They will then send you the products and an invoice + for payment. This invoice is the Purchase Invoice and it will contain + details of the items bought plus any taxes.</para> + <para> Both of these documents are used as proof to various tax + authorities (eg Inland Revenue, Customs etc) that the required tax + has been charged or collected.</para> + <para> + GENERAL NOTE: The following is an extract from Ian McNulty's + documentation work on accounting:</para> + <para>Invoices are created automatically by the system when + certain criteria are met for each item on an order. The criteria + will vary depending on the type of product associated with the + order item, and the type of order (ie purchase/sales).</para> + <para>For Sales Orders that include digital goods, an invoice + will be created when the order is placed, and that invoice will be + for all digital goods in the order. If there are non-digital or + physical goods they will go in a separate invoice.</para> + <para>For Sales Orders that need physical fulfillment, an + invoice will be created for all items in a shipment when the + shipment goes into the 'Packed' status.</para> + <para>For Purchase Orders an invoice will be created from a + shipment when the shipment goes into the Received status.</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 create a new Sales invoice?</title> + <para>Press the 'Create New' button</para> + <para>The New Sales Invoice / New Purchase Invoice screen is displayed></para> + <para>Using the top part of the screen, leave Invoice type with its default of 'Sales Invoice'</para> + <para>Leave 'Organization Party Id' with its default of 'Company' </para> + <para>Enter or use the lookup to find the 'To Party Id' (eg DemoCustomer)</para> + <para>Press the 'Create' button in the top part of the screen</para> + <para>The invoice header has been created and the default header screen will be displayed</para> + <para>Details on the invoice will need to be entered via the other sub menus (eg Items, Time Entries etc) </para> + </section> + <section> + <title>How do I create a new Purchase invoice?</title> + <para>Press the 'Create New' button</para> + <para>The New Sales Invoice / New Purchase Invoice screen is displayed></para> + <para>Using the bottom part of the screen, leave Invoice type with its default of 'Purchase Invoice'</para> + <para>Leave 'Organization Party Id' with its default of 'Company' </para> + <para>Enter or use the lookup to find the 'From Party Id' (eg DemoSupplier)</para> + <para>Press the 'Create' button in the bottom part of the screen</para> + <para>The invoice header has been created and the default header screen will be displayed</para> + <para>Details on the invoice will need to be entered via the other sub menus (eg Items, Time Entries etc) </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 Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoi.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoi.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_findInvoi.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOv.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOv.xml?rev=813189&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOv.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOv.xml Thu Sep 10 01:21:20 2009 @@ -0,0 +1,48 @@ +<?xml version="1.0" encoding="UTF-8"?> +<!-- +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +--> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" + xmlns:xl="http://www.w3.org/1999/xlink" + xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Accounting Invoice Overview help 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> + * Create New (Create a new invoice) + </para><para> + * Copy (Create a copy of the current invoice) + </para><para> + * PDF (View a PDF of the current invoice) + </para><para> + * PDF default currency (NOTE TO CHECK: Need to see how this is different from just the PDF view......) + </para><para> + * Status to 'Approved' (Change the status of the current invoice to 'Approved) + </para><para> + * Status to 'Sent' (Change the status of the current invoice to 'Sent') + </para><para> + * Status to 'Ready' (Change the status of the current invoice to 'Ready'. 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 invoice to 'Cancelled') + </para><para> + * Save as Template (NOTE TO CHECK: Save the current invoice format as a template) + </para> +</section> + Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOv.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOv.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceOv.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRo.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRo.xml?rev=813189&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRo.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRo.xml Thu Sep 10 01:21:20 2009 @@ -0,0 +1,49 @@ +<?xml version="1.0" encoding="UTF-8"?> +<!-- +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +--> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" + version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Accounting Invoice Roles help 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 Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRo.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRo.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_invoiceRo.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_listInvoi.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_listInvoi.xml?rev=813189&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_listInvoi.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_listInvoi.xml Thu Sep 10 01:21:20 2009 @@ -0,0 +1,70 @@ +<?xml version="1.0" encoding="UTF-8"?> +<!-- +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +--> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" + version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Accounting Edit Invoice Items help screen.</title> + <para>The Invoice Items screen displays the individual invoice line details and allows the user to update or remove an entry. As each invoice line is created it is allocated a specific sequence (or Item Number) which acts as a unique identifier.</para> + <section> + <title>How do I create a new invoice line item?</title> + <para>Note that only invoices that have specific statuses can have new line items created. This means that if an invoice has already been paid and processed OFBiz will not allow any amendments to it.</para> + <para>Select the 'Items' sub menu for the invoice</para> + <para>The 'Add a new invoice item' screen will be displayed</para> + <para>Leave the 'Item No' field blank (as it will be automatically generated)</para> + <para>Select the 'Invoice Item Type' from the drop down box (NOTE: A typical line using the demo could be 'Invoice Finished Good Item' but ensure that it corresponds with the type of products setup in your catalog)</para> + <para>Enter a description describing what the line item is (NOTE: If you are going to enter a product in the Product Id field from the catalog then leave the 'Description' field blank as it will be used to show the product description)</para> + <para>Leave the 'Override GL Account Id' field blank as it will use the default account based on the Chart of Accounts setup</para> + <para>Use the lookup or enter a product code in the 'Product Id' field (NOTE: This can be left blank if your invoice line is not related to a product in the catalog)</para> + <para>Enter a number in the 'Quantity' field</para> + <para>Enter a 'Unit Price' only if the Product Id field is blank (NOTE: If a Product Id has been entered then leave the 'Unit Price' field blank as it will pick up the product price from the catalog)</para> + <para>Leave the 'Inventory Item' field blank</para> + <para>Leave the 'Product Feature Id' field blank</para> + <para>Leave the 'UOM' field blank</para> + <para>Select 'Yes' for the 'Taxable Flag' field</para> + <para>NOTE TO CHECK: Need to do some tests to see what line item type needs to be used for 'Sales Tax'. I think that it could be 'Invoice Item Sales Tax' since tax is currently calculated at invoice item line level. Also the automatically generated invoices from Order Entry and E-Commerce show taxes at the invoice item line level (think there may be some work going on - see JIRA on to consolidate entries). Need to do some tests using 'Invoice Sales Tax' to see how it works......... </para> + </section> + <section> + <title>How do I update an invoice line item?</title> + <para>Not all the fields on the invoice item line can be updated. For example Taxable Flag and Inventory Item cannot be updated. If these fields need to be amended then the invoice item will need to be removed and then re-created.</para> + <para>Select the 'Items' sub menu for the invoice</para> + <para>Any existing line items will be displayed in the 'Items' box</para> + <para>Amend the details in the line item that needs to be updated (eg Quantity, Invoice Item Type, Product Id, Description, Override GL Account, Unit Price)</para> + <para>Press the 'Update' button displayed at the end of the line item that has been updated </para> + </section> + <section> + <title>How do I delete an invoice item?</title> + <para>Select the 'Items' sub menu for the invoice</para> + <para>Any existing line items will be displayed in the 'Items' box</para> + <para>Press the 'Remove' button displayed at the end of the line item that needs to be deleted</para> + </section> + <section> + <title></title> + <para></para> + </section> + <section> + <title></title> + <para></para> + </section> + <section> + <title></title> + <para></para> + </section> +</section> \ No newline at end of file Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_listInvoi.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_listInvoi.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_listInvoi.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_main.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_main.xml?rev=813189&r1=813188&r2=813189&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_main.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_main.xml Thu Sep 10 01:21:20 2009 @@ -1,21 +1,21 @@ <?xml version="1.0" encoding="UTF-8"?> <!-- - Licensed to the Apache Software Foundation (ASF) under one - or more contributor license agreements. See the NOTICE file - distributed with this work for additional information - regarding copyright ownership. The ASF licenses this file - to you under the Apache License, Version 2.0 (the - "License"); you may not use this file except in compliance - with the License. You may obtain a copy of the License at - - http://www.apache.org/licenses/LICENSE-2.0 - - Unless required by applicable law or agreed to in writing, - software distributed under the License is distributed on an - "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY - KIND, either express or implied. See the License for the - specific language governing permissions and limitations - under the License. +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. --> <section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" @@ -23,10 +23,10 @@ xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" xmlns="http://docbook.org/ns/docbook"> <title>The Accounting Main help screen.</title> - <para>Introduction</para> + <para>This is the default tab for the Accounting Manager application. The screen currently shows links that will display more detailed screens related to Agreements, Billing Accounts, Invoices and Payments.</para> <section> <title>subsection heading</title> - <para>Subsection content</para> + <para>subsection content</para> </section> </section> Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_sendPerEm.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_sendPerEm.xml?rev=813189&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_sendPerEm.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_sendPerEm.xml Thu Sep 10 01:21:20 2009 @@ -0,0 +1,29 @@ +<?xml version="1.0" encoding="UTF-8"?> +<!-- +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +--> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" + xmlns:xl="http://www.w3.org/1999/xlink" + xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Accounting Send Per Email help screen.</title> + <para>This is used to send a copy of the invoice details to one or more email addresses. The invoice is included as an attachment and the user can add a simple accompanying email message.</para> + +</section> + Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_sendPerEm.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_sendPerEm.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_sendPerEm.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Modified: ofbiz/trunk/applications/accounting/documents/Accounting.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/documents/Accounting.xml?rev=813189&r1=813188&r2=813189&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/documents/Accounting.xml (original) +++ ofbiz/trunk/applications/accounting/documents/Accounting.xml Thu Sep 10 01:21:20 2009 @@ -1,28 +1,38 @@ <?xml version="1.0"?> - <!-- - Licensed to the Apache Software Foundation (ASF) under one or more - contributor license agreements. See the NOTICE file distributed with - this work for additional information regarding copyright ownership. - The ASF licenses this file to you under the Apache License, Version - 2.0 (the "License"); you may not use this file except in compliance - with the License. You may obtain a copy of the License at - http://www.apache.org/licenses/LICENSE-2.0 Unless required by - applicable law or agreed to in writing, software distributed under the - License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR - CONDITIONS OF ANY KIND, either express or implied. See the License for - the specific language governing permissions and limitations under the - License. - --> +<!-- +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +--> <chapter 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 Component.</title> <section> - <title>Introductio</title> + <title>Introduction</title> <para> Please find here a general introduction to the accounting component (to be continued) </para> </section> <xi:include href="../data/helpdata/HELP_ACCOUNTING_main.xml" /> + <xi:include href="../data/helpdata/HELP_ACCOUNTING_findInvoi.xml" /> + <xi:include href="../data/helpdata/HELP_ACCOUNTING_invoiceOv.xml" /> + <xi:include href="../data/helpdata/HELP_ACCOUNTING_editInvoi.xml" /> + <xi:include href="../data/helpdata/HELP_ACCOUNTING_listInvoi.xml" /> + <xi:include href="../data/helpdata/HELP_ACCOUNTING_sendPerEm.xml" /> + <xi:include href="../data/helpdata/HELP_ACCOUNTING_invoiceRo.xml" /> </chapter> |
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