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