Contents...

• Combining Datasets
• Code Analysis
  • "Withdraw"
• Notes on Process and Report
• Plan

Combining Datasets

Payment	MoP
	tesMoPs tesPaymentMoPID
1,Not Paid
	8	Not Paid	Sys Admin Only
2,Online (CC)
	1	Online	Sys Admin Only
3,Cheque
	2	Cheque	None
4,Cash
	3	Cash	Not Sys Admin
5,Direct Debit
	13	Direct Debit	Machine Only
6,Bank Transfer
	4	BACS	Sys Admin Only
	11	Bank Transfer	None
7,Credit Card
	7	Credit Card	None


	5	Comp.	None
	6	Promise	Not Sys Admin
	9	N/A (zero amount)	Sys Admin Only
	10	Online (unpaid)	Machine Only
	12	Donation to Club	None

CASE Payment.MoP
WHEN 1 THEN 8
WHEN 2 THEN 1
WHEN 3 THEN 2
WHEN 4 THEN 3
WHEN 5 THEN 13
WHEN 6 THEN 4
WHEN 7 THEN 7
END

Code Analysis

DisplayLinkedEventFee - displays fee from rst

Action_ViewTournament using SQL_SELECT_TournamentEntries

DisplayPaymentEventsInRst_GetFees() using what is passed in:

Action_EditPayment SQL_SELECT_TournamentEntries

Action_EditTournamentEntry SQL_SELECT_TournamentEntries

Action_EditEventEntry SQL_SELECT_TournamentEntries

Action_RemoveEntryQS SQL_SELECT_TournamentEntries

Action_TESAdmin SQL_SELECT_TournamentEntries

MkAH vs PopUpButton vs GetButtonHTML

use of isConfirmed - can "promise to pay" change?

"Withdraw"

DisplayPaymentEventsInRst_GetFees "PlayerID" - with edit "PlayerID" (fixture)
DisplayPaymentEventsInRst_GetFees "PlayerEventID" - with edit "PlayerEventID" (event)

Action_ViewTournament "tesPlayerTID" - fixture - with 2 edit entry buttons - follows DisplayLinkedEventFee
Action_ViewEntries "PlayerID" - with edit "PlayerID" (fixture)
Action_ViewPayments "tesPlayerTID" - with edit "tesPlayerTID" (fixture)

Notes on Process and Report

This is a place to put notes until the spec is being actively worked on again.

Ian Burridge - reports

++++ lock accounting period

nominal codes

Individual Subscription
Club Subscription
Club Tournament Entry
+ Club Tournament Settlement
Croquet England Tournament Entry AC
Croquet England Tournament Entry GC

payments out are negative numbers, receipts in are positive

dept. code

fixtures organised by Croquet England = club id

for subscription payments:
distinguish individual or club

payments:
total
VAT-zero-rated = Gazette-cost (£10 - £7 is the individual discount on price)
VAT-exempt

club figure zero-rated is insurance an Gazette £56.46

list of (comma-separated) numbers in a column identifies VAT-related items

Croquet England tournaments could have a Sage-related TID that is the same year-to-year

Plan

Hi Ian

Here's my understanding of what I need to do prior to constructing the reports:

1. Add an editable "Department Code" field to any body (e.g. club, federation, etc., but not person) that might arrange a tournament or pay a subscription to Croquet England - example: Surbiton=560.

2. Add an editable "Department Code" to each fixture (tournament/course), which persists in value year to year with copying the fixture to create a new year's fixtures calendar. This is only used when the fixture is organised by Croquet England, otherwise the organising body's department code (see above) is used.

3. Add an editable "Account Reference" to each MoP (populate with 1201 for credit card and online, 1200 for others)

4. Add three editable Tax Code fields (T0, T1, T2) to hold money amounts, which must add to the subscription amount (error if not before generating any fiscal report); default them to [T0=0, T1=0, T2=(subscription amount)]. Note to make best use of these, it will also need to be an error when generating a report where the amount paid (in the transaction) is not equal to the subscription price.

4a. Alternatively, the VAT fields could be percent, adding to 100, and it would not need to be an error if the amount paid is not equal to the subscription price (though rounding errors might cause problems as the percent figures would individually be applied to the (relatively small) amount paid).

I can foresee potential issues with subscription price changes as, necessarily, they would be applied at other than the instant dividing a reporting period.

5. The Tax Code for TES transactions would be hard coded as T2.

6. Add an editable field to subscription types for Nominal Code. Populate as 4000 for individual subscriptions and 4010 for all others.

6. Hard code Nominal Codes in TES as follows:
AC Tournament Organised by Croquet England = 4401
GC Tournament Organised by Croquet England = 4501
Any other = 4350

regards
Dave