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>
