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| <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> |