Differences

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--- tools:orsee:payment [14.06.2021 22:19] – s1111233@tu-dresden.de
+++ tools:orsee:payment [23.10.2025 13:47] (current) – aguilera_tu-dresden.de
@@ Line 3: / Line 3: @@
 ORSEE payment is set up for the settlement of the participant payments. All relevant data is collected via ORSEE and can also be updated by the participants. \\
-The links to the ORSEE server (admin and user) can be found on the [[crc:sfb:|SFB wiki page]].
+The **links to the ORSEE server** (admin and user) can be found on the [[crc:sfb:|SFB wiki page]].
 \\
+\\
+\\
+From now on, the ORSEE database automatically exports all entries of the particular experiments on every Sunday and saves the data of the last 4 months (using the variable date of survey) under the export date (format YYYYMMDD) and the corresponding experiment name (e.g. //20210316 -ITC Biasing 2.0 Eyetracking.csv//).
+\\
+\\
+\\
+**File Location:** [[\\vs-grp02.zih.tu-dresden.de\nic_projects\ORSEE_Payments\]]\\
+An authorization for this file can be requested by contacting <jens.strehle@tu-dresden.de>.
+\\
+\\
+\\
+This list contains the data that will be exported for payment:
+^ Field Name in Excel ^ Excel ^ ORSEE ^
+| Last Name | obligatory | from ORSEE |
+| First Name | obligatory | from ORSEE |
+| PSP/Source of Funding | obligatory | no ORSEE entry |
+| Date of Birth | voluntary | from ORSEE |
+| Nationality | voluntary | no ORSEE entry |
+| Street Address | obligatory | from ORSEE |
+| Postcode | obligatory | from ORSEE |
+| City/Town | obligatory | from ORSEE |
+| Country | obligatory | from ORSEE |
+| IBAN | obligatory | from ORSEE |
+| Payment Amount| obligatory | no ORSEE entry |
+| Impersonal Account | default: 613390 | no ORSEE entry |
+| Payment Reference | default: Probandengeld | no ORSEE entry |
+| Payment Pattern | obligatory | no ORSEE entry |
+| Error Note | voluntary  | no ORSEE entry |
+| Date of Data Collection | not in Excel | from ORSEE |
-From now on, the ORSEE database automatically exports all entries of the particular experiments on every 15th of the month and saves the data of the last 4 months (using the variable date of survey) under the export date (format YYYYMMDD) and the corresponding experiment name (e.g. //20210316 -ITC Biasing 2.0 Eyetracking.csv//).
+In this folder (//see **File Location**//) can be found an Excel file (//'NeuSapZahlungen1.2s_js.xlsm'//), which you should save locally.\\
-**File location:** [[\\vs-grp02.zih.tu-dresden.de\nic_projects\ORSEE_Payments\]]\\
+With this file you can import several exported csv files, check the IBAN information and send this file to the SFB940 coordination office.\\
+These respective Excel files can be combined and sent to the SACHGEBIET 1.3 - DRITTMITTELVERWALTUNG. The import of the documents will be done in SG 1.3. only with instruction of the original, which should be submitted on paper at the same time please.\\
 \\
-An authorization for this file can be requested by contacting <veronika.wetzlich@tu-dresden.de>.
+\\
+The following macros are used by this Excel file:
+{{ :tools:orsee:orsee:makros_orsee_payment.png?1000 |}}
+\\
+To be able to start the macro, click on:\\
+Datei-> Optionen-> Trust Center-> Einstellungen für das Trust Center-> Makroeinstellungen \\
+and select option 2 (**Alle Makros mit Benachrichtigung deaktivieren**).\\
+{{ :tools:orsee:trust_center.png?1000|}} \\
+\\
+\\
+After starting the program, you will see a security message that must be confirmed by clicking the 'Inhalt aktivieren' button.
+{{ :tools:orsee:sap_payment.png?1000 |}}