applications/accounting/data/helpdata/HELP_ACCOUNTING_EditFinAccountAuths.xml

<?xml version="1.0" encoding="UTF-8"?>
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    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 Financial Account Authorizations screen.</title>
    <para>An authorization is a temporary transaction showing a commitment to take money from a
        financial account. It is like a 'transaction in progress' where there can be delay between
        when you buy something and the time it actually appears on your statement.</para>
    <para>Authorizations can be time limit specific meaning that they can be controlled by entering
        a start and end date so that they are only valid for a certain length of time. They can also
        be expired. When an authorization is expired it removes the commitment from the financial
        account. The history of expired authorizations are shown on the financial account.</para>
    <para>NOTE:This could be very useful in ensuring that customers are not overcommitted and
        keeping within their approved credit limits.</para>
    <section>
        <title>How do I add an authorization?</title>
        <para>
            <orderedlist>
                <listitem>
                    <para>Enter an amount in the 'Amount' field (Eg 1000)</para>
                </listitem>
                <listitem>
                    <para>Leave the 'Currency' field blank as the default currency will be
                        used</para>
                </listitem>
                <listitem>
                    <para>Enter a date in the 'Authorisation Date' field</para>
                </listitem>
                <listitem>
                    <para>Leave the 'From Date' field blank</para>
                </listitem>
                <listitem>
                    <para>Leave the 'Thru Date' field blank</para>
                </listitem>
                <listitem>
                    <para>Press the 'Add' button</para>
                </listitem>
            </orderedlist>
        </para>
        <para>NOTE: When you now view the Financial Account detail the 'Actual Balance' and
            'Available Balance' fields will be different.</para>
    </section>
    <section>
        <title>How do I update an authorization?</title>
        <para>An authorization cannot be updated. It can only be expired. If you have made a mistake
            and need to change an authorization then it needs to expired and then re-created
            correctly.</para>
    </section>
    <section>
        <title>How do I delete an authorization?</title>
        <para>Authorizations are not deleted they are instead expired. This means that the history
            of the authorizations will remain on the account as an audit trail.</para>
        <para>Example: To expire an authorisation</para>
        <para>
            <orderedlist>
                <listitem>
                    <para>Select the 'Authorizations' tab for the Financial Account</para>
                </listitem>
                <listitem>
                    <para>Any authorizations will be displayed at the bottom of the screen</para>
                </listitem>
                <listitem>
                    <para>If the authorization is still current the 'Thru Date' field will be blank
                        (NOTE TO CHECK: May not always be true as you can specify a future date for
                        it to expire......!!!)</para>
                </listitem>
                <listitem>
                    <para>Select the 'Expire' button next to the authorisation to be expired</para>
                </listitem>
            </orderedlist>
        </para>
        <para>The authorization is removed from the financial account and the screen is redisplayed
            with the 'Thru Date' field completed </para>
    </section>
</section>