svn commit: r836349 - in /ofbiz/trunk/applications/accounting/data/helpdata: HELP_ACCOUNTING_AuthorizeTransaction.xml HELP_ACCOUNTING_EditBillingAccountRoles.xml

Author: jleroux
Date: Sun Nov 15 12:34:36 2009
New Revision: 836349

URL: http://svn.apache.org/viewvc?rev=836349&view=rev
Log:
Some itemizedlists and orderedlists in Accounting Help

Modified:
    ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_AuthorizeTransaction.xml
    ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccountRoles.xml

Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_AuthorizeTransaction.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_AuthorizeTransaction.xml?rev=836349&r1=836348&r2=836349&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_AuthorizeTransaction.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_AuthorizeTransaction.xml Sun Nov 15 12:34:36 2009
@@ -13,65 +13,90 @@
 the specific language governing permissions and limitations under the
 License.
 -->
-<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
-    version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
+<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0"
+    xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
     xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
     xmlns="http://docbook.org/ns/docbook">
     <title>The Authorize Transaction help screen</title>
-    <para>An authorization is a temporary transaction that shows a
-        commitment to take money from an account.</para>
-    <para>The 'Authorize' process is the first step in allowing a sales
-        transaction payment to be accepted. In OFBiz a service would be
-        defined to carry out the authorisation process each time for example,
-        a credit card is used. It will perform specific validation tests
-        before the payment can be classes as 'authorised'.
-        </para>
-    <para>When a payment is authorised it means that it has been validated
-        and that the credit card or bank account has been checked to ensure
-        that it has sufficient funds available to cover the proposed
-        transaction. A number or code may be issued as evidence of the
+    <para>An authorization is a temporary transaction that shows a commitment to take money from an
+        account.</para>
+    <para>The 'Authorize' process is the first step in allowing a sales transaction payment to be
+        accepted. In OFBiz a service would be defined to carry out the authorisation process each
+        time for example, a credit card is used. It will perform specific validation tests before
+        the payment can be classes as 'authorised'. </para>
+    <para>When a payment is authorised it means that it has been validated and that the credit card
+        or bank account has been checked to ensure that it has sufficient funds available to cover
+        the proposed transaction. A number or code may be issued as evidence of the
         authorisation.</para>
-    <para>NOTE: In the 'Payment' settings for a store as part of the
-        Product Payment setup the user can specify various services that will
-        process a payment transactions through to completion. This includes
-        the following:</para>
-    <para>* Payment Authorisation</para>
-    <para>* Payment Capture</para>
-    <para>* Payment Credit</para>
-    <para>* Payment Authentication Verification</para>
-    <para>* Payment Re-Authorisation</para>
-    <para>* Payment Refund</para>
-    <para>* Payment Release Authorisation </para>
-    <para>This is used to provide verification and approval for the first
-        step of the sales transaction payment process.</para>
-    <para>An 'Authorize' button is also displayed on Sales Order detail
-        screen if a Credit Card payment was specified for a sales order. This
-        is probably a more natural place for a payment transaction to be
-        authorised.</para>
-    <para>NOTE: Using OFBiz demo data if DemoCustomer uses their credit
-        card for payment then an transaction is created that is automatically
-        authorised and can be viewed using the Gateway Responses.
-        </para>
+    <para>NOTE: In the 'Payment' settings for a store as part of the Product Payment setup the user
+        can specify various services that will process a payment transactions through to completion.
+        This includes the following:</para>
+    <para>
+        <itemizedlist>
+            <listitem>
+                <para>Payment Authorisation</para>
+            </listitem>
+            <listitem>
+                <para>Payment Capture</para>
+            </listitem>
+            <listitem>
+                <para>Payment Credit</para>
+            </listitem>
+            <listitem>
+                <para>Payment Authentication Verification</para>
+            </listitem>
+            <listitem>
+                <para>Payment Re-Authorisation</para>
+            </listitem>
+            <listitem>
+                <para>Payment Refund</para>
+            </listitem>
+            <listitem>
+                <para>Payment Release Authorisation </para>
+            </listitem>
+        </itemizedlist>
+    </para>
+    <para>This is used to provide verification and approval for the first step of the sales
+        transaction payment process.</para>
+    <para>An 'Authorize' button is also displayed on Sales Order detail screen if a Credit Card
+        payment was specified for a sales order. This is probably a more natural place for a payment
+        transaction to be authorised.</para>
+    <para>NOTE: Using OFBiz demo data if DemoCustomer uses their credit card for payment then an
+        transaction is created that is automatically authorised and can be viewed using the Gateway
+        Responses. </para>
     <section>
         <title>How do I create and authorise a transaction?</title>
-        <para>Enter the 'Order Id' of the sales order for which payment is
-            being made</para>
-        <para>Enter the 'Order Payment Preference Id' (NOTE: This is
-            automatically generated at sales order creation and may be difficult
-            to find out...I found it by initially doing an order and then paying
-            by DemoCustomer's credit card and checking Gateway Responses for what
-            was displayed in that field for the order)</para>
-        <para>Select the 'Payment Method Type' (NOTE TO CHECK: What happens if
-            you use other selections not just credit card?)</para>
-        <para>Enter the 'Amount'</para>
-        <para>Press the 'Authorize' button</para>
-        <para>6. A new transaction should be displayed with the status of
-            authorised</para>
-        <para>NOTE: The demo data payment settings for the Payment
-            authorisation Service is set to always approve so no transactions
-            will display here because of this. Need to test and maybe try
-            removing the 'always approve' to see if the transaction will be
-            created as 'unauthorised '
+        <para>
+            <orderedlist>
+                <listitem>
+                    <para>Enter the 'Order Id' of the sales order for which payment is being
+                        made</para>
+                </listitem>
+                <listitem>
+                    <para>Enter the 'Order Payment Preference Id' (NOTE: This is automatically
+                        generated at sales order creation and may be difficult to find out...I found
+                        it by initially doing an order and then paying by DemoCustomer's credit card
+                        and checking Gateway Responses for what was displayed in that field for the
+                        order)</para>
+                </listitem>
+                <listitem>
+                    <para>Select the 'Payment Method Type' (NOTE TO CHECK: What happens if you use
+                        other selections not just credit card?)</para>
+                </listitem>
+                <listitem>
+                    <para>Enter the 'Amount'</para>
+                </listitem>
+                <listitem>
+                    <para>Press the 'Authorize' button</para>
+                </listitem>
+                <listitem>
+                    <para>A new transaction should be displayed with the status of authorised</para>
+                </listitem>
+            </orderedlist>
         </para>
+        <para>NOTE: The demo data payment settings for the Payment authorisation Service is set to
+            always approve so no transactions will display here because of this. Need to test and
+            maybe try removing the 'always approve' to see if the transaction will be created as
+            'unauthorised ' </para>
     </section>
-</section>
\ No newline at end of file
+</section>

Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccountRoles.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccountRoles.xml?rev=836349&r1=836348&r2=836349&view=diff
==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccountRoles.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccountRoles.xml Sun Nov 15 12:34:36 2009
@@ -13,47 +13,86 @@
 the specific language governing permissions and limitations under the
 License.
 -->
-<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
-    version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
+<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0"
+    xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
     xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
     xmlns="http://docbook.org/ns/docbook">
     <title>The Billing Account Roles help screen</title>
-    <para>This sub menu allows parties with specific roles to be associated
-        with to a Billing Account. Roles allows you to specify a party role.
+    <para>This sub menu allows parties with specific roles to be associated with to a Billing
+        Account. Roles allows you to specify a party role. </para>
+    <para> is used to specify which party should be billed for the billing account. It can be used
+        as follows:</para>
+    <para>
+        <itemizedlist>
+            <listitem>
+                <para>Simple billing account for a single party</para>
+            </listitem>
+            <listitem>
+                <para>More complex billing account where multiple parties (eg company subsidiaries)
+                    charge invoices to the billing account but a different party (eg head office)
+                    will pay the account </para>
+            </listitem>
+        </itemizedlist>
     </para>
-    <para> is used to specify which party should be billed for the billing
-        account. It can be used as follows:</para>
-    <para>* Simple billing account for a single party</para>
-    <para>* More complex billing account where multiple parties (eg company
-        subsidiaries) charge invoices to the billing account but a different
-        party (eg head office) will pay the account </para>
     <section>
         <title>How do I add a party role to a billing account?</title>
         <para>Select the 'Roles' sub menu</para>
-        <para>Enter or use the lookup to select the 'Party Id'</para>
-        <para>Select the 'Role Type Id' from the drop down box (eg Bill To
-            Customer)</para>
-        <para>Leave the 'From Date' blank (NOTE: If left blank it will default
-            to the current date and time)</para>
-        <para>Leave the 'Thru Date' blank</para>
-        <para>Press the 'Add' button</para>
-        <para>The new party role is displayed at the bottom of the screen
-        </para>
+        <orderedlist>
+            <listitem>
+                <para>Enter or use the lookup to select the 'Party Id'</para>
+            </listitem>
+            <listitem>
+                <para>Select the 'Role Type Id' from the drop down box (eg Bill To Customer)</para>
+            </listitem>
+            <listitem>
+                <para>Leave the 'From Date' blank (NOTE: If left blank it will default to the
+                    current date and time)</para>
+            </listitem>
+            <listitem>
+                <para>Leave the 'Thru Date' blank</para>
+            </listitem>
+            <listitem>
+                <para>Press the 'Add' button</para>
+            </listitem>
+        </orderedlist>
+        <para>The new party role is displayed at the bottom of the screen </para>
     </section>
     <section>
         <title>How do I update a party role for a billing account?</title>
-        <para>The only field that can be updated for a party role is the 'Thru
-            Date'. If any other details need to be amended then the entry will
-            need to be deleted and then recreated.</para>
-        <para>Select the 'Roles' sub menu</para>
-        <para>Locate the entry that needs to be amended</para>
-        <para>Enter or use the lookup to enter the 'Thru Date'</para>
-        <para>Press the 'Update' button for the entry </para>
+        <para>The only field that can be updated for a party role is the 'Thru Date'. If any other
+            details need to be amended then the entry will need to be deleted and then
+            recreated.</para>
+        <para>
+            <orderedlist>
+                <listitem>
+                    <para>Select the 'Roles' sub menu</para>
+                </listitem>
+                <listitem>
+                    <para>Locate the entry that needs to be amended</para>
+                </listitem>
+                <listitem>
+                    <para>Enter or use the lookup to enter the 'Thru Date'</para>
+                </listitem>
+                <listitem>
+                    <para>Press the 'Update' button for the entry </para>
+                </listitem>
+            </orderedlist>
+        </para>
     </section>
     <section>
         <title>How do I delete a party role from a billing account?</title>
-        <para>Locate the entry that needs to be deleted</para>
-        <para>Press the 'Delete' button next to the entry</para>
-        <para>The entry will be removed from the bottom of the screen </para>
+        <para>
+            <orderedlist>
+                <listitem>
+                    <para>Locate the entry that needs to be deleted</para>
+                </listitem>
+                <listitem>
+                    <para>Press the 'Delete' button next to the entry</para>
+                </listitem>
+                <listitem>
+                    <para>The entry will be removed from the bottom of the screen </para>
+                </listitem>
+            </orderedlist>
+        </para>
     </section>
-</section>
\ No newline at end of file
+</section>