svn commit: r827946 - in /ofbiz/trunk/applications/acco
Locked
 
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Author: hansbak
Date: Wed Oct 21 09:54:47 2009 New Revision: 827946 URL: http://svn.apache.org/viewvc?rev=827946&view=rev Log: Taxauthority help screens from Sharan Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml (with props) ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml (with props) ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml (with props) ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml (with props) ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml (with props) ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml (with props) ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindTaxAuthority.xml (with props) ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml (with props) ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_tax_authorities.xml (with props) Modified: ofbiz/trunk/applications/accounting/data/AccountingHelpData.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditDepositSlipAndMembers.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindDepositSlips.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewDepositPayment.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewDepositSlip.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewWithdrawalPayment.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_PaymentsDepositWithdraw.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_payments.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=827946&r1=827945&r2=827946&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/AccountingHelpData.xml (original) +++ ofbiz/trunk/applications/accounting/data/AccountingHelpData.xml Wed Oct 21 09:54:47 2009 @@ -317,5 +317,52 @@ objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_ViewGlReconciliationWithTransaction.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting View GL Reconciliation Help" mimeTypeId="text/xml" isPublic="Y" /> <Content contentId="ACCOUNTING_ViewGlRec" contentTypeId="DOCUMENT" contentName="View GL Reconciliation." templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_ViewGlRec" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> <ContentAssoc contentId="ACCOUNTING_FinAccoun" contentIdTo="ACCOUNTING_ViewGlRec" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000" mapKey="ACCOUNTING_ViewGlReconciliationWithTransaction"/> - + + <!-- Tax Authorities --> + + <DataResource dataResourceId="ACCOUNTING_TaxAuths" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_tax_authorities.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Tax Authorities Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_TaxAuths" contentTypeId="DOCUMENT" contentName="Tax Authorities." templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_TaxAuths" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="HELP_ACCOUNTING" contentIdTo="ACCOUNTING_TaxAuths" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000" mapKey="ACCOUNTING_TaxAuths"/> + + <DataResource dataResourceId="ACCOUNTING_FindTaxAu" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_FindTaxAuthority.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Find Tax Authority Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_FindTaxAu" contentTypeId="DOCUMENT" contentName="Find Tax Authority." templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_FindTaxAu" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="ACCOUNTING_TaxAuths" contentIdTo="ACCOUNTING_FindTaxAu" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000" mapKey="ACCOUNTING_FindTaxAuthority"/> + + <DataResource dataResourceId="ACCOUNTING_EditTaxAu" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Edit Tax Authority Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_EditTaxAu" contentTypeId="DOCUMENT" contentName="Edit Tax Authority." templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_EditTaxAu" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="ACCOUNTING_TaxAuths" contentIdTo="ACCOUNTING_EditTaxAu" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000" mapKey="ACCOUNTING_EditTaxAuthority"/> + + <DataResource dataResourceId="ACCOUNTING_EditTACat" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Edit Tax Authority Categories Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_EditTACat" contentTypeId="DOCUMENT" contentName="Tax Authority Categories." templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_EditTACat" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="ACCOUNTING_TaxAuths" contentIdTo="ACCOUNTING_EditTACat" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000" mapKey="ACCOUNTING_EditTaxAuthorityCategories"/> + + <DataResource dataResourceId="ACCOUNTING_EditTAAss" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Edit Tax Authority Associations Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_EditTAAss" contentTypeId="DOCUMENT" contentName="Edit Tax Authority Associations." templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_EditTAAss" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="ACCOUNTING_TaxAuths" contentIdTo="ACCOUNTING_EditTAAss" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000" mapKey="ACCOUNTING_EditTaxAuthorityAssocs"/> + + <DataResource dataResourceId="ACCOUNTING_EditTAGL" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Edit Tax Authority GL Accounts Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_EditTAGL" contentTypeId="DOCUMENT" contentName="Edit Tax Authority GL Accounts." templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_EditTAGL" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="ACCOUNTING_TaxAuths" contentIdTo="ACCOUNTING_EditTAGL" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000" mapKey="ACCOUNTING_EditTaxAuthorityGlAccounts"/> + + <DataResource dataResourceId="ACCOUNTING_EditTAPrd" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Edit Tax Authority Product Rates Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_EditTAPrd" contentTypeId="DOCUMENT" contentName="Edit Tax Authority Product Rates" templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_EditTAPrd" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="ACCOUNTING_TaxAuths" contentIdTo="ACCOUNTING_EditTAPrd" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000" mapKey="ACCOUNTING_EditTaxAuthorityRateProducts"/> + + <DataResource dataResourceId="ACCOUNTING_ListTAPar" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting List Tax Authority Parties Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_ListTAPar" contentTypeId="DOCUMENT" contentName="List Tax Authority Parties." templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_ListTAPar" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="ACCOUNTING_TaxAuths" contentIdTo="ACCOUNTING_ListTAPar" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000" mapKey="ACCOUNTING_ListTaxAuthorityParties"/> + + <DataResource dataResourceId="ACCOUNTING_EditTPInf" localeString="en" dataResourceTypeId="OFBIZ_FILE" + objectInfo="applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml" dataTemplateTypeId="NONE" statusId="CTNT_IN_PROGRESS" dataResourceName="Accounting Edit Tax Authority Party Information Help" mimeTypeId="text/xml" isPublic="Y" /> + <Content contentId="ACCOUNTING_EditTPInf" contentTypeId="DOCUMENT" contentName="Edit Tax Authority Party Information." templateDataResourceId="HELP_TEMPL" dataResourceId="ACCOUNTING_EditTPInf" statusId="CTNT_IN_PROGRESS" mimeTypeId="text/html"/>/> + <ContentAssoc contentId="ACCOUNTING_TaxAuths" contentIdTo="ACCOUNTING_EditTPInf" contentAssocTypeId="TREE_CHILD" fromDate="2006-01-12 01:01:01" sequenceNum="000" mapKey="ACCOUNTING_EditTaxAuthorityPartyInfo"/> + </entity-engine-xml> Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditDepositSlipAndMembers.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditDepositSlipAndMembers.xml?rev=827946&r1=827945&r2=827946&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditDepositSlipAndMembers.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditDepositSlipAndMembers.xml Wed Oct 21 09:54:47 2009 @@ -23,9 +23,17 @@ xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" xmlns="http://docbook.org/ns/docbook"> <title>The Financial Account Edit Deposit Slip screen.</title> - <para></para> + <para>This screen displays the details of a Payment Group and its transactions. The Deposit Slip for the Payment Group can be printed if required and the Payment Group itself can be updated.</para> + <para>Details that can be updated include the name of the Payment Group itself and the addition, removal or update of transactions.</para> + <para>NOTE: Any changes to the Payment Group will be automatically updated to the Deposit Slip.</para> <section> - <title></title> - <para></para> + <title>How do I update a Deposit Slip?</title> + <para>Select the Payment Group required</para> + <para>Update the 'Payment Group Name' if required</para> + <para>Use the lookup for 'Payment Id' to add new transactions to the Payment Group if required</para> + <para>Use the 'Cancel' button next to a particular transaction to remove it from the Payment Group</para> + <para>Press the 'Update' or 'Add' buttons as required</para> + <para>Press the 'Print Deposit Slip' button</para> + <para>The Deposit Slip will be displayed with the latest details of the transactions for the Payment Group</para> </section> </section> \ No newline at end of file Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml?rev=827946&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml Wed Oct 21 09:54:47 2009 @@ -0,0 +1,37 @@ +<?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 Edit Tax Authority screen.</title> + <para>The 'Edit Tax Authority' sub menu is the first of six sub menus used in the creation or update of a Tax Authority. On the creation or update of a Tax Authority it is the default screen that is displayed.</para> + <para>It can be used for updating the basic details of a Tax Authority such as:</para> + <para>* Changing whether a tax id or code is required for an exemption</para> + <para>* Modifying the tax id or code format</para> + <para>* Updating where or not to include the tax calculation as part of the product price</para> + <para>NOTE: An example of the Tax Id is as follows:</para> + <para>which translates to 99-9999999 or 999-99-9999</para> + <section> + <title></title> + <para></para> + </section> +</section> \ No newline at end of file Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml?rev=827946&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml Wed Oct 21 09:54:47 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 Edit Tax Authority Associations screen.</title> + <para>An association is a way of specifying how tax authorities can be linked to each other.</para> + <para>It can be used in the situation where the tax structure is hierarchical (eg city tax, plus county tax plus state tax).</para> + <para>Using associations allows tax rates from multiple authorities to be applied to a particular order at once.</para> + <section> + <title>How do I add a new association for a Tax Authority?</title> + <para>Enter or use the lookup to find the 'To Tax Auth Geo Id'</para> + <para>Enter of use the lookup to find the 'To Tax Auth Party Id'</para> + <para>Leave the 'From Date' blank (NOTE: It will default to the current date and time</para> + <para>Leave the 'Thru Date' blank</para> + <para>Select the 'Type' from the dropdown or leave blank</para> + <para>Press the 'Add' button</para> + <para>The new tax authority association is displayed at the bottom of the screen.</para> + </section> + <section> + <title>How do I update an association for a Tax Authority?</title> + <para>Only two fields are available for update, these are the 'Thru Date' and 'Type'</para> + <para>Enter the changes required</para> + <para>Press the 'Update' button next to the entry updated</para> + </section> + <section> + <title>How do I remove an association for a Tax Authority?</title> + <para>Press the 'Delete' button next to the entry that needs to be deleted</para> + </section> +</section> \ No newline at end of file Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml?rev=827946&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml Wed Oct 21 09:54:47 2009 @@ -0,0 +1,44 @@ +<?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 Edit Tax Authority Categories screen.</title> + <para>The Tax Authority Categories sub menu screen allows you link a tax authority to a specific catalog or product category.</para> + <para>It can be used to add product categories to a tax authority. This means that all products in this category will be taxed at the rate specified for the tax authority.</para> + <para>An example of this could be separating products into categories for export to different countries. A separate tax authority will be associated with each category so that the specific tax rate for each of them will be applied.</para> + <section> + <title>How do I add a new Tax Authority / Category mapping?</title> + <para>Enter or Lookup the 'Category Id' to be mapped</para> + <para>Press the 'Add' button</para> + <para>The new mapping will be displayed at the bottom of the screen</para> + </section> + <section> + <title>How do I update a Tax Authority / Category mapping?</title> + <para>A Tax Authority / Category mapping cannot be updated. If it needs to be changed then the entry must be deleted and then re-entered.</para> + </section> + <section> + <title>How do I remove a Tax Authority / Category mapping?</title> + <para>Locate the entry that needs to be removed</para> + <para>Press the 'Delete' button next to the entry </para> + </section> +</section> \ No newline at end of file Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml?rev=827946&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml Wed Oct 21 09:54:47 2009 @@ -0,0 +1,50 @@ +<?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 Edit Tax Authority GL Accounts screen.</title> + <para>The GL Accounts sub menu screen allows you specify which general ledger account any tax calculated for this tax authority will be posted. This is done at at organisation level so the minimum requirement is that 'Company' is setup.</para> + <para>is used to consolidate taxes for a specific tax authority into one general ledger account. It can be very useful if you need to track taxes for several tax authorities (eg different states or countries).</para> + <section> + <title>How do I add a new general ledger account for a Tax Authority?</title> + <para>Enter or use the lookup to select the 'Organisation Party Id' (NOTE: Normally this would be 'Company')</para> + <para>Enter or use the lookup to select the 'GL Account'</para> + <para>Press the 'Add' button</para> + <para>NOTE: The GL account used must have already been created in the Global GL Settings and linked to the chart of accounts for 'Company'</para> + </section> + <section> + <title>How do I update a general ledger account for a Tax Authority?</title> + <para>The general ledger account can be updated by simply adding a new account to replace the existing entry.</para> + <para>Enter or use the lookup to select the 'Organisation Party Id' (NOTE: Normally this would be 'Company')</para> + <para>Enter or use the lookup to select the updated 'GL Account' </para> + <para>Press the 'Add' button</para> + <para>The existing entry will be replaced by the updated GL Account</para> + <para>NOTE: Be careful when updating a general ledger account because some transactions may have already been posted to the existing account.</para> + </section> + <section> + <title>How do I delete a general ledger account for a Tax Authority?</title> + <para>Locate the entry required</para> + <para>Press the 'Delete' button next to the entry that needs to be deleted</para> + <para>The entry is removed </para> + </section> +</section> \ No newline at end of file Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml?rev=827946&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml Wed Oct 21 09:54:47 2009 @@ -0,0 +1,32 @@ +<?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 Edit Tax Authority Party Info screen.</title> + <para>This screen is used to create or update details for a Tax Authority Party entry.</para> + <para>If a new entry is being created all fields are available to be entered. If an existing entry is being updated only limited fields are available to be amended.</para> + <section> + <title></title> + <para></para> + </section> +</section> \ No newline at end of file Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml?rev=827946&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml Wed Oct 21 09:54:47 2009 @@ -0,0 +1,55 @@ +<?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 Edit Tax Authority Product Rates screen.</title> + <para>This screen allows the setup of tax rates and types. The rates or type can be assigned globally to a store (ie tax will be applied to all products at the same rate) or category (ie limited to products in a specific category).</para> + <para>Other parameters are available to allow the user to limit whether the tax is to be applied to all purchases / sales or only those which are above a certain threshold. </para> + <para>Tax associated with shipping charges or promotions can also be configured here.</para> + <section> + <title>How do I add a new product tax rate?</title> + <para>Use the drop down box to select the tax 'Type' (eg Sales Tax)</para> + <para>Use the lookup to select a 'Store Id' (or leave blank for all Stores)</para> + <para>If a category has been setup it will be available for selection in 'Category' field otherwise leave this blank</para> + <para>Leave 'Title Transfer' blank</para> + <para>Enter a value for the 'Minimum Price' for a product where the tax is to be applied (NOTE: The Demo Data sets this as zero)</para> + <para>Enter a value for the 'Minimun Purchase' where the tax is to be applied (NOTE: The Demo Data sets this as zero)</para> + <para>Use the drop down box to select whether 'Shipping Charges' will be taxable</para> + <para>Enter the tax rate in the 'Tax Percentage' field (eg 12.5)</para> + <para>Use the drop down box to select whether products on 'Promotion' will be taxable</para> + <para>Leave the 'From Date' and 'Thru Date' blank</para> + <para>Enter the name of the tax in the 'Description' field (eg VAT) as this will be displayed and printed on documents when the tax is applied</para> + <para>Press the 'Add' button</para> + </section> + <section> + <title>How do I update an existing product tax rate</title> + <para>Select the entry that needs to be updated</para> + <para>Make the changes required</para> + <para>Press the 'Update' button next to the entry that needs to be updated</para> + </section> + <section> + <title>How do I delete a product tax rate?</title> + <para>Press the 'Delete' button next to the entry that needs to be removed</para> + <para>NOTE: The deletion of tax rates may cause audit problems particularly if the rate has already been used as part of a transaction. In this case it would be better to expire the old rate using the 'Thru Date' field and then enter the new rate.</para> + </section> +</section> \ No newline at end of file Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindDepositSlips.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindDepositSlips.xml?rev=827946&r1=827945&r2=827946&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindDepositSlips.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindDepositSlips.xml Wed Oct 21 09:54:47 2009 @@ -23,9 +23,26 @@ xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" xmlns="http://docbook.org/ns/docbook"> <title>The Find Deposit Slips screen.</title> - <para></para> + <para>This screen is used to locate payment groups and their associated deposit slips that have been created. Deposit slips are created by grouping transactions together into a Payment Group. This can be done using the 'Accounting / Payment Group' tab, the 'Financial Account / Deposit Withdraw' tab or the 'Create New Deposit Slip' button. </para> + <para>Currently Deposit Slips are created for AR Batch Payments only.</para> + <para>The deposit slips are available in PDF format and there is an option to cancel the batch that generated the deposit slip if required.</para> <section> - <title></title> - <para></para> + <title>How do I locate an existing Deposit Slip?</title> + <para>Enter some characters from the 'Payment Group Id' or 'Payment Group Name' if known</para> + <para>Press the 'Search' button</para> + </section> + <section> + <title>How do I update an existing Deposit Slip?</title> + <para>Locate the Payment Group required</para> + <para>Select the Payment Group by clicking on the Payment Group Id</para> + <para>The 'Edit Payment Group' screen is displayed</para> + <para>Add any new payment deposits or update existing deposits for the Payment Group</para> + <para>All changes in the Payment Group will automatically be updated to the Deposit Slip</para> + </section> + <section> + <title>How do I delete an existing Deposit Slip?</title> + <para>A deposit slip can not be directly deleted but it is removed when a Payment Group is cancelled</para> + <para>Press the 'Cancel' button next to the Payment Group required to cancel a payment group</para> + <para>The Payment Group is removed from the 'Find Deposits' screen and no deposit slips can be viewed or printed.</para> </section> </section> \ No newline at end of file Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindTaxAuthority.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindTaxAuthority.xml?rev=827946&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindTaxAuthority.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindTaxAuthority.xml Wed Oct 21 09:54:47 2009 @@ -0,0 +1,56 @@ +<?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 Find Tax Authorities screen.</title> + <para>The default screen displays a list of Tax Authorities that have been setup.</para> + <para>IMPORTANT: You will need to create a party in Party Manager for the tax authority before you can add a new tax authority in the accounting / tax authorities screen.</para> + <para>Steps to create the party to be used for the tax authority are as follows:</para> + <para>* Create New Party Group</para> + <para>* Fill in basic details (eg name, address etc)</para> + <para>* Once the party record is created then add the role of 'Tax Authority' to the party</para> + <para>Only when the tax authority party record is created can you continue.</para> + <section> + <title>How do I create a new tax authority?</title> + <para>Press the 'New Tax Authority' button</para> + <para>Select or enter the code for the country, state or region that is applicable for the 'Geo' field</para> + <para>Select or enter the party id of the Tax Authority party that has been created in Party Manager</para> + <para>Leave the 'Require Tax Id for Exemption' field at its default of 'Y'(NOTE: This triggers tax not to be charged if a valid Tax Id is found!)</para> + <para>Leave 'Tax Id Format Pattern' blank (NOTE: This specifies the format of the Tax Id so that it can be validated)</para> + <para>Fill in the 'Include Tax in the price' - the default is 'N'. (NOTE: If prices need to include tax such as GST or VAT in the price then change this to 'Y')</para> + <para>Press the 'Update' button</para> + <para>NOTE: The above process creates the basic tax authority detail but there are further details that can be added via the other tax authority sub menus</para> + </section> + <section> + <title>How do I update a tax authority?</title> + <para>Select the 'Edit' button next to the tax authority that you wish to update</para> + <para>The 'Edit Tax Authority' screen is displayed</para> + <para>Update the details of the tax authority as required including any submenus</para> + <para>Press the 'Update' button</para> + </section> + <section> + <title>How do I delete / remove a tax authority?</title> + <para>Tax authorities cannot be deleted via the Tax Authority screens. If they need to be removed then it can be done via the Webtools and Entity Data maintenance.</para> + <para>NOTE: Be very careful removing tax authorities records unless you are completely certain that they have not been already used for transaction calculations. </para> + </section> +</section> \ No newline at end of file Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindTaxAuthority.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindTaxAuthority.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindTaxAuthority.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml?rev=827946&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml Wed Oct 21 09:54:47 2009 @@ -0,0 +1,50 @@ +<?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 List Tax Authority Parties screen.</title> + <para>This screen list any parties that have been associated with a tax authority and tax rate. To have any tax calculated for Sales Orders or Purchase Orders then an entry must exist for 'Company'.</para> + <para>Entries can also be created, updated or deleted.</para> + <section> + <title>How do I add a new Tax Authority Party Info?</title> + <para>Press the 'New Tax Authority Party Info' button</para> + <para>Enter or use the lookup to select the 'Party Id'</para> + <para>Leave the 'From Date' blank (NOTE: Default will be current date and time)</para> + <para>Leave the 'Thru Date' blank</para> + <para>Enter the 'Party Tax Id' if required (NOTE: This can be VAT or GST number)</para> + <para>Use the drop down box to select whether the party select is 'Tax Exempt'</para> + <para>Use the drop down box to select whether the party selected is 'Nexus' (See note below)</para> + <para>Press the 'Create' button</para> + <para>NOTE: 'Nexus' is a term that refers to an agreement for between the tax authority and potential tax payer that the tax authority can impose the tax. This is usually for Sales Tax. If you have a Sales Tax that is uniformly applied to a product or range of products then the 'Nexus' field can be set to 'Y'</para> + </section> + <section> + <title>How do I update a Tax Authority Party Info?</title> + <para>Press the 'Edit' button next to the entry that needs to be amended</para> + <para>Update the fields as required</para> + <para>Press the 'Update' button</para> + </section> + <section> + <title>How do I delete a Tax Authority Party Info?</title> + <para>Press the 'Delete' button next to the entry that needs to be deleted</para> + </section> +</section> \ No newline at end of file Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml ------------------------------------------------------------------------------ svn:mime-type = text/xml Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewDepositPayment.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewDepositPayment.xml?rev=827946&r1=827945&r2=827946&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewDepositPayment.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewDepositPayment.xml Wed Oct 21 09:54:47 2009 @@ -35,7 +35,7 @@ <para>Enter or use the lookup to select the 'To Party Id' (eg Company)</para> <para>Enter the date of the deposit in the 'Effective Date' field</para> <para>Enter the amount in the 'Amount' field for the deposit</para> - <para>Make sure the 'Deposit Payment in:....' box is ticked</para> + <para>If required then tick the box next to 'Deposit Payment in:....' (NOTE: If this is ticked then the transaction will not be displayed and so will not have a deposit slip associated with it)</para> <para>Press the 'Create' button</para> <para>The new transaction will be created.</para> <para>NOTE: The default status of the payment will be 'Received'.A new payment transaction will be created and it will be linked to the specified bank account but the status of the transaction will be 'Created'.</para> @@ -45,5 +45,6 @@ <para>Go to the 'Transactions' submenu</para> <para>Press the 'Search' button</para> <para>The newly created transaction should be displayed in the search results at the bottom of the screen.</para> + <para>NOTE: If when the transaction was created the 'Deposit Payment in:....' was ticked then the transaction will not be displayed on this screen. It will still show up under the 'Transactions' tab and linked to the bank account.</para> </section> </section> \ No newline at end of file Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewDepositSlip.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewDepositSlip.xml?rev=827946&r1=827945&r2=827946&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewDepositSlip.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewDepositSlip.xml Wed Oct 21 09:54:47 2009 @@ -23,9 +23,13 @@ xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" xmlns="http://docbook.org/ns/docbook"> <title>The Financial Account New Deposit Slip screen.</title> - <para></para> + <para>This screen allows the user to create an Payment Group and the transactions associated with the Payment Group will generate a deposit slip.</para> <section> - <title></title> - <para></para> + <title>How do I create a New Deposit Slip?</title> + <para>Press the 'Find' button to list all the available transactions</para> + <para>Select the transactions to include in the Payment Group by using the 'Select All' or the check box that corresponds to the transactions required</para> + <para>Enter a 'Payment Group Name' if required (If none is entered then by default this will be 'Payment Group Name')</para> + <para>Press the 'Create Batch' button</para> + <para>A button to print the deposit slip will be displayed as well as the edit screen to make any further changes to the Payment Batch</para> </section> </section> \ No newline at end of file Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewWithdrawalPayment.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewWithdrawalPayment.xml?rev=827946&r1=827945&r2=827946&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewWithdrawalPayment.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_NewWithdrawalPayment.xml Wed Oct 21 09:54:47 2009 @@ -35,7 +35,7 @@ <para>Enter or use the lookup to select the 'To Party Id' (eg DemoSupplier)</para> <para>Enter the date of the withdrawal in the 'Effective Date' field</para> <para>Enter the amount in the 'Amount' field for the withdrawal</para> - <para>Make sure the 'Withdrawal Payment from:....' box is ticked</para> + <para>If required the tick the box next to 'Withdrawal Payment from:....' (NOTE: If this is ticked then the transaction will not be displayed but it can be found under the 'Transactions' tab for the bank account.)</para> <para>Press the 'Create' button</para> <para>The new transaction will be created.</para> <para>NOTE: The default status of the payment will be 'Sent'. A new payment transaction will be created and it will be linked to the specified bank account and will have a default status of 'Created'.</para> @@ -45,6 +45,7 @@ <para>Go to the 'Transactions' submenu</para> <para>Press the 'Search' button</para> <para>The newly created transaction should be displayed in the search results at the bottom of the screen.</para> + <para>NOTE: If when the transaction was created the 'Withdrawal Payment from:....' was ticked then the transaction will not be displayed on this screen. It will still show up under the 'Transactions' tab and linked to the bank account</para> </section> <section> <title></title> Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_PaymentsDepositWithdraw.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_PaymentsDepositWithdraw.xml?rev=827946&r1=827945&r2=827946&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_PaymentsDepositWithdraw.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_PaymentsDepositWithdraw.xml Wed Oct 21 09:54:47 2009 @@ -23,9 +23,22 @@ xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" xmlns="http://docbook.org/ns/docbook"> <title>The Financial Account Deposit / Withdraw screen.</title> - <para></para> + <para>By default this screen will display all payment transactions both incoming and outgoing that have not already been associated with a financial account that represents one of the company's bank accounts.</para> + <para>This screen also gives the option to create new deposit or withdrawal payments.</para> + <para>The user can select a number of incoming deposit payments (eg Customer Payments etc) and group them together into a payment group (i.e AR Batch of Payments) that will create a 'deposit slip'.</para> + <para>If you select a number of incoming payments and dont group them then no payment group is created (and therefore not deposit slip either) but the individual transactions will be created for the 'bank account' financial account.</para> + <para>Note that outgoing payments cannot be grouped together and will not create a 'deposit slip'.</para> <section> - <title></title> - <para></para> + <title>How do I list Deposit or Withdrawal Payments not linked to a Bank Account?</title> + <para>Press the 'Find' button on the 'Deposit/Withdraw' screen.</para> + <para>All deposit and withdrawal transactions not associated with a bank 'financial account' will be displayed.</para> </section> + <section> + <title>How do I group payments and create a deposit slip?</title> + <para>Press 'Find' to list all Deposit or Withdrawal payments</para> + <para>Use the 'Select All' or click on the check box associated with the transactions required </para> + <para>Enter a name for the Payment Party Group Name (eg XYZ Deposits) to group the transactions together</para> + <para>Press the 'Deposit/Withdraw' button</para> + <para>A deposit will be created that can be viewed under the 'Deposit Slip' tab and grouped transaction will be created under the 'Transactions' tab with a link to the deposit slip breakdown</para> +</section> </section> \ No newline at end of file Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_payments.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_payments.xml?rev=827946&r1=827945&r2=827946&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_payments.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_payments.xml Wed Oct 21 09:54:47 2009 @@ -18,6 +18,7 @@ xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" xmlns="http://docbook.org/ns/docbook"> <title>Accounting Payments.</title> + <para>Payments are transactions that received by or generated by a business. They can be incoming or outgoing. Incoming payments are normally from customers and outgoing ones to suppliers. </para> <xi:include href="HELP_ACCOUNTING_newPayment.xml" /> <xi:include href="HELP_ACCOUNTING_paymentOverview.xml" /> <xi:include href="HELP_ACCOUNTING_editPaymentApplications.xml" /> Added: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_tax_authorities.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_tax_authorities.xml?rev=827946&view=auto ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_tax_authorities.xml (added) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_tax_authorities.xml Wed Oct 21 09:54:47 2009 @@ -0,0 +1,39 @@ +<?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>Accounting Tax Authorities.</title> + <para>A tax authority is legal body usually the state (country) that imposes a financial levy on business transactions.</para> + <para>In OFBiz tax authorities are used to calculate where business or related taxes are due.</para> + <para>Tax setup is very important as it links into the calculated price that you can charge your customers and also flows through into any related legal documents that are generated (eg Sales Order, Sales Invoice, Purchase Order etc).</para> + <para>Each country or region will have specific rules regarding what should or should not be taxed. There will also be very strict regulations on how taxable transactions should be recorded and tracked in the general ledger or chart of accounts.</para> + <para>Tax authority setup allows configuration of the following :</para> + <para>* Income tax</para> + <para>* Value Added Tax (VAT) / Goods and Services Tax (GST)</para> + <para>* Import / Export tax /Custom and Excise Duty</para> + <para>* State, City or County taxes + </para> + <xi:include href="HELP_ACCOUNTING_FindTaxAuthority.xml" /> + <xi:include href="HELP_ACCOUNTING_EditTaxAuthority.xml" /> + <xi:include href="HELP_ACCOUNTING_EditTaxAuthorityCategories.xml" /> + <xi:include href="HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml" /> + <xi:include href="HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml" /> + <xi:include href="HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml" /> + <xi:include href="HELP_ACCOUNTING_ListTaxAuthorityParties.xml" /> + <xi:include href="HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml" /> +</section> \ No newline at end of file Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_tax_authorities.xml ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_tax_authorities.xml ------------------------------------------------------------------------------ svn:keywords = "Date Rev Author URL Id" Propchange: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_tax_authorities.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=827946&r1=827945&r2=827946&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/documents/Accounting.xml (original) +++ ofbiz/trunk/applications/accounting/documents/Accounting.xml Wed Oct 21 09:54:47 2009 @@ -31,4 +31,5 @@ <xi:include href="../data/helpdata/HELP_ACCOUNTING_payment_gateway_config.xml" /> <xi:include href="../data/helpdata/HELP_ACCOUNTING_billing_accounts.xml" /> <xi:include href="../data/helpdata/HELP_ACCOUNTING_financial_accounts.xml" /> + <xi:include href="../data/helpdata/HELP_ACCOUNTING_tax_authorities.xml" /> </chapter> |
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