blob: 999e548355a33a82907711de3c9fc62feb904b20 [file] [log] [blame]
<?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 Credit Card Type GL Accounts help screen</title>
<para>The Credit Card Type / GL Account default is used to map
different types of credit card to different general ledger accounts.
</para>
<para>NOTE: This setup will affect one side of a journal entry only.
</para>
<para>This type of mapping is useful if you need to track the amounts
to be collected from different credit card agents. The OFBiz demo data
comes with some setup here (NOTE: The demo entries appear to be
duplicated...has something changed in ENUM for defining each credit
card type.....?????)</para>
<para>Examples are as follows:</para>
<itemizedlist>
<listitem>
<para>American Express</para>
</listitem>
<listitem>
<para>Visa</para>
</listitem>
<listitem>
<para>Mastercard</para>
</listitem>
<listitem>
<para>Diners Club </para>
</listitem>
</itemizedlist>
<section>
<title>How do I add a Credit Card Type GL Account mapping?</title>
<para>There are 10 mappings that come as part of the OFBiz demo data
but they do appear to be duplicated for some reason.</para>
<orderedlist>
<listitem>
<para>Select the 'Card Type' from the drop down list</para>
</listitem>
<listitem>
<para>Select the 'GL Account Id' to map it to from the drop down
list</para>
</listitem>
<listitem>
<para>Press the 'Add' button</para>
</listitem>
<listitem>
<para>The new 'Credit Card / GL Account Id' mapping is displayed in
the list at the bottom of the screen</para>
</listitem>
</orderedlist>
</section>
<section>
<title>How do I update a Credit Card Type GL Account mapping?</title>
<orderedlist>
<listitem>
<para>Select the 'Card Type' from the drop down list</para>
</listitem>
<listitem>
<para>Select the updated 'GL Account Id' to map it to from the drop
down list</para>
</listitem>
<listitem>
<para>Press the 'Add' button</para>
</listitem>
<listitem>
<para>The updated 'Credit Card Type / GL Account' mapping is
displayed in the list at the bottom of the screen</para>
</listitem>
</orderedlist>
<para>NOTE: Used 'Visa' as an example to update and the 'CCT_VISA' was
updated but the 'Visa' one wasnt. This is probably related to the
duplication.</para>
</section>
<section>
<title>How do I remove a Credit Card Type GL Account mapping?</title>
<orderedlist>
<listitem>
<para>Press the 'Remove' button next to the entry that you want to
delete</para>
</listitem>
<listitem>
<para>The entry is removed from the list of entries displayed</para>
</listitem>
</orderedlist>
</section>
</section>