Re: Can't Approve Orders with service products

[Enrique Ruibal]

Hello Mridul,

I truly appreciate your advice, and also I am encouraged to study more in
detail about Obiz order processing logic too.

-Enrique Ruibal


Mridul Pathak-2 wrote:
> 
> Hi Enrique,Please see my comments below.
> 
> On Fri, Mar 28, 2008 at 5:46 AM, Enrique Ruibal <[EMAIL PROTECTED]>
> wrote:
> 
>>
>> Hello Mridul. with regard to your comments below:
>>
>> >This is fairly simple.  Any service or digital product is a non
>> >shippable item, so it can be fulfilled as soon as it has been ordered.
>> Just
>> >think about some membership product on an online store of a Club.  If a
>> user
>> >orders such product, and provides the required billing information like
>> >Credit Card etc, then we can at the same moment fulfill his order by
>> >capturing the payment from his credit card, and therefore at same time
>> >invoice is generated and its status is updated to PAID as well.
>> >But this does not apply for general inventory products which are
>> >shippable items.  First the order is created by the customer, which need
>> to
>> >be than approved by the CSR.  You need to check if the product is
>> available
>> >in the inventory, then pick, pack and ship.  This is a simple abstract
>> of
>> >the complete process, may be I have missed out something.
>>
>> >  Since the logic of fulfillment is different for such products, than
>> >obviously different business rules will be applied to them.
>>
>> I see your point, but what if:
>>
>> 1) A customer places a multi-line item order containing several finished
>> 'inventory goods' as well as some service items WITHIN THE SAME ORDER,
>> shouldn't ofbiz business logic be able to handle this nicely?
> 
> 
> I tried this out and was successful at that.  I added one service
> product and one general inventory product and created an order for that.
>  The digital Item got fulfilled when I created the order and the inventory
> item was in approves status.  Only one invoice was generated for them. 
> Now
> I quick shipped entire order and was again successful at that.  The
> inventory product that I ordered was in completed status and the order as
> well.  But the change I saw was that now there were two invoice for the
> same
> order, one for digital product and the other for inventory product. 
> Didn't
> get any errors at all.  I think this logic is handled pretty well in
> OFBiz.
>  At this point I would like to ask you that are you using the latest
> version
> of OFBiz?
> 
> 
>>
>> 2) The CSR needs to place some service orders required by customers
>> without
>> an upfront payment, I mean in many cases there is no credit card or a
>> check
>> paid on advance, and this is a pretty common business situation too.
> 
> 
> I think all these situations are handled in OFBiz and you may need to
> explore it well.  Go through the ProductStore entity and the Demo Data it
> contains using webtools.  You can find this data in
> ecommerce/data/DemoProduct.xml as well.  There you can find lots of fields
> which can be used to manage the Order Process.  For example, there is a
> field autoApproveOrder which can be set to Y if you want to automatically
> approve the order when it is created.  There are some fields to control
> invoicing too.  You can use the perfect combination for you while defining
> your own ProductStore.
> Finally I would like to suggest you to follow the back end logic for
> the
> order processing and get a better understanding of what is happening
> there.
>  Go through the requests, events called on these requests, eca's triggered
> on different service events, etc.  This will take a lot of time, but I
> think
> that will help you to understand the process well and use it perfectly
> according to your requirements.
> 
> 
>>
>>
>> Please, let me know your advise on this..
>>
>> -Enrique
>>
>>
>>
>>
>>
>>
>> --
>> Thanks & Regards
>> Mridul Pathak
>> Hotwax Media
>> http://www.hotwaxmedia.com
>> [EMAIL PROTECTED]
>> __
>> Office : 509.855.4113
>> Mobile : +919425926892
>>
>>
>>
>> --
>> View this message in context:
>> http://www.nabble.com/Can%27t-Approve-Orders-with-service-products-tp16242722p16343111.html
>> Sent from the OFBiz - User mailing list archive at Nabble.com.
>>
>>
> 
> 
> -- 
> Thanks & Regards
> Mridul Pathak
> Hotwax Media
> http://www.hotwaxmedia.com
> [EMAIL PROTECTED]
> __
> Office : 509.855.4113
> Mobile : +919425926892
> 
> 

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Re: Can't Approve Orders with service products

[Mridul Pathak]

Hi Enrique,Please see my comments below.

On Fri, Mar 28, 2008 at 5:46 AM, Enrique Ruibal <[EMAIL PROTECTED]>
wrote:

>
> Hello Mridul. with regard to your comments below:
>
> >This is fairly simple.  Any service or digital product is a non
> >shippable item, so it can be fulfilled as soon as it has been ordered.
> Just
> >think about some membership product on an online store of a Club.  If a
> user
> >orders such product, and provides the required billing information like
> >Credit Card etc, then we can at the same moment fulfill his order by
> >capturing the payment from his credit card, and therefore at same time
> >invoice is generated and its status is updated to PAID as well.
> >But this does not apply for general inventory products which are
> >shippable items.  First the order is created by the customer, which need
> to
> >be than approved by the CSR.  You need to check if the product is
> available
> >in the inventory, then pick, pack and ship.  This is a simple abstract of
> >the complete process, may be I have missed out something.
>
> >  Since the logic of fulfillment is different for such products, than
> >obviously different business rules will be applied to them.
>
> I see your point, but what if:
>
> 1) A customer places a multi-line item order containing several finished
> 'inventory goods' as well as some service items WITHIN THE SAME ORDER,
> shouldn't ofbiz business logic be able to handle this nicely?


I tried this out and was successful at that.  I added one service
product and one general inventory product and created an order for that.
 The digital Item got fulfilled when I created the order and the inventory
item was in approves status.  Only one invoice was generated for them.  Now
I quick shipped entire order and was again successful at that.  The
inventory product that I ordered was in completed status and the order as
well.  But the change I saw was that now there were two invoice for the same
order, one for digital product and the other for inventory product.  Didn't
get any errors at all.  I think this logic is handled pretty well in OFBiz.
 At this point I would like to ask you that are you using the latest version
of OFBiz?


>
> 2) The CSR needs to place some service orders required by customers
> without
> an upfront payment, I mean in many cases there is no credit card or a
> check
> paid on advance, and this is a pretty common business situation too.


I think all these situations are handled in OFBiz and you may need to
explore it well.  Go through the ProductStore entity and the Demo Data it
contains using webtools.  You can find this data in
ecommerce/data/DemoProduct.xml as well.  There you can find lots of fields
which can be used to manage the Order Process.  For example, there is a
field autoApproveOrder which can be set to Y if you want to automatically
approve the order when it is created.  There are some fields to control
invoicing too.  You can use the perfect combination for you while defining
your own ProductStore.
Finally I would like to suggest you to follow the back end logic for the
order processing and get a better understanding of what is happening there.
 Go through the requests, events called on these requests, eca's triggered
on different service events, etc.  This will take a lot of time, but I think
that will help you to understand the process well and use it perfectly
according to your requirements.


>
>
> Please, let me know your advise on this..
>
> -Enrique
>
>
>
>
>
>
> --
> Thanks & Regards
> Mridul Pathak
> Hotwax Media
> http://www.hotwaxmedia.com
> [EMAIL PROTECTED]
> __
> Office : 509.855.4113
> Mobile : +919425926892
>
>
>
> --
> View this message in context:
> http://www.nabble.com/Can%27t-Approve-Orders-with-service-products-tp16242722p16343111.html
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>
>


-- 
Thanks & Regards
Mridul Pathak
Hotwax Media
http://www.hotwaxmedia.com
[EMAIL PROTECTED]
__
Office : 509.855.4113
Mobile : +919425926892

Re: Can't Approve Orders with service products

[Enrique Ruibal]

Hello Mridul. with regard to your comments below:

>This is fairly simple.  Any service or digital product is a non
>shippable item, so it can be fulfilled as soon as it has been ordered. 
Just
>think about some membership product on an online store of a Club.  If a
user
>orders such product, and provides the required billing information like
>Credit Card etc, then we can at the same moment fulfill his order by
>capturing the payment from his credit card, and therefore at same time
>invoice is generated and its status is updated to PAID as well.
>But this does not apply for general inventory products which are
>shippable items.  First the order is created by the customer, which need to
>be than approved by the CSR.  You need to check if the product is available
>in the inventory, then pick, pack and ship.  This is a simple abstract of
>the complete process, may be I have missed out something.

>  Since the logic of fulfillment is different for such products, than
>obviously different business rules will be applied to them.

I see your point, but what if:

1) A customer places a multi-line item order containing several finished
'inventory goods' as well as some service items WITHIN THE SAME ORDER,
shouldn't ofbiz business logic be able to handle this nicely?

2) The CSR needs to place some service orders required by customers without
an upfront payment, I mean in many cases there is no credit card or a check
paid on advance, and this is a pretty common business situation too.


Please, let me know your advise on this..

-Enrique






-- 
Thanks & Regards
Mridul Pathak
Hotwax Media
http://www.hotwaxmedia.com
[EMAIL PROTECTED]
__
Office : 509.855.4113
Mobile : +919425926892



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Re: Can't Approve Orders with service products

[Mridul Pathak]

On Wed, Mar 26, 2008 at 1:10 AM, Enrique Ruibal <[EMAIL PROTECTED]>
wrote:

>
> I do have the following questions with regard to invoicing of service
> products through ofbiz, as per your last reply:
>
> >Any invoice against an order is generated automatically in OFBiz
> > through
> >service eca's when the order is created.  We can create manual invoices
> as
> >well in Accounting Component.  The invoice is created for  the orders
> >containing service/digital products in the same way as it is done for any
> >physical product, with the only difference, that, it is updated to the
> Paid
> >status automatically because the order for such products is completed and
> >payment is captured as well directly.  Any digital product is obviously a
> >product for Company and the customer, with the sale price defined and
> since
> >it can be ordered by the customer,  I think we can easily create an
> invoice
> >against that order.
> >You can find link to the invoices against an order in the *Payment
> >Information* section of the Order Detail page.
>
> Why is the service good invoice generated ONLY AFTER payment is received?
> Why are there different business rules for invoicing a product depending
> wether customer is ordering an inventory good or a service item, what does
> this has to do with issuing an invoice to the customer?



This is fairly simple.  Any service or digital product is a non
shippable item, so it can be fulfilled as soon as it has been ordered.  Just
think about some membership product on an online store of a Club.  If a user
orders such product, and provides the required billing information like
Credit Card etc, then we can at the same moment fulfill his order by
capturing the payment from his credit card, and therefore at same time
invoice is generated and its status is updated to PAID as well.
But this does not apply for general inventory products which are
shippable items.  First the order is created by the customer, which need to
be than approved by the CSR.  You need to check if the product is available
in the inventory, then pick, pack and ship.  This is a simple abstract of
the complete process, may be I have missed out something.

   Since the logic of fulfillment is different for such products, than
obviously different business rules will be applied to them.



>
> Could you please try to complete and order with two detail items, one is
> an
> inventory good say GZ-2644, and the other one is a suscritption service
> say
> GZ-NEWS-1MO and let me know what is the outcome you get? I cannot complete
> this in my ofbiz instance..thanks in advance



I didn't get time to try this today.  I'll surely run that process
tomorrow.


> --
> View this message in context:
> http://www.nabble.com/Can%27t-Approve-Orders-with-service-products-tp16242722p16286882.html
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>
>


-- 
Thanks & Regards
Mridul Pathak
Hotwax Media
http://www.hotwaxmedia.com
[EMAIL PROTECTED]
__
Office : 509.855.4113
Mobile : +919425926892

Re: Can't Approve Orders with service products

[Enrique Ruibal]

I do have the following questions with regard to invoicing of service
products through ofbiz, as per your last reply:

>Any invoice against an order is generated automatically in OFBiz
> through
>service eca's when the order is created.  We can create manual invoices as
>well in Accounting Component.  The invoice is created for  the orders
>containing service/digital products in the same way as it is done for any
>physical product, with the only difference, that, it is updated to the Paid
>status automatically because the order for such products is completed and
>payment is captured as well directly.  Any digital product is obviously a
>product for Company and the customer, with the sale price defined and since
>it can be ordered by the customer,  I think we can easily create an invoice
>against that order.
>You can find link to the invoices against an order in the *Payment
>Information* section of the Order Detail page.

Why is the service good invoice generated ONLY AFTER payment is received?
Why are there different business rules for invoicing a product depending
wether customer is ordering an inventory good or a service item, what does
this has to do with issuing an invoice to the customer? 
Could you please try to complete and order with two detail items, one is an
inventory good say GZ-2644, and the other one is a suscritption service say
GZ-NEWS-1MO and let me know what is the outcome you get? I cannot complete
this in my ofbiz instance..thanks in advance
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Re: Can't Approve Orders with service products

[Enrique Ruibal]

Hello Mridul,

>I did created orders for the digital/service products form Order
> Manager
>and found them in completed status directly and didn't find any approve
>button as well.  But Yes, I do find it for the orders with physical
>products, and that is acceptable.


I understand this point now, thank you

>There can be different logic to handle the delivery of such products
>based on the business requirements.  Like if we talk about the
*"GZ_NEWS_1MO
>- Gizmo Newsletter 1 Month*" demo product in OFBiz.  This is a subscription
>product, so we create a subscription record to associate (subscribe) the
>customer party to this product against the created order.  We also set the
>fromDate and thruDate indicating the subscription validity.  Now there can
>be some logic implemented(I didn't go into details) to email this
newsletter
>to the customer, until the subscription expires.
>So there can be different ways to handle (delivery of) different kind
> of
>digital/service products.


I understand this point now, thank you
>
> Thanks in advance
>
>
>
>
> --
> View this message in context:
> http://www.nabble.com/Can%27t-Approve-Orders-with-service-products-tp16242722p16254877.html
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>
>


-- 
Thanks & Regards
Mridul Pathak
Hotwax Media
http://www.hotwaxmedia.com
[EMAIL PROTECTED]
__
Office : 509.855.4113
Mobile : +919425926892



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Re: Can't Approve Orders with service products

[Mridul Pathak]

Enrique,
Here are some comments(inline) to your questions.  I hope they will
help.  I have tried to create orders for some demo service/digital products
available in OFBiz like *GZ_NEWS_1MO - Gizmo Newsletter 1 Month* and
*GC-001-C100
- Gift Card Activation*, and I was successfull at every step, got the
invoice created as well.

On Mon, Mar 24, 2008 at 9:21 PM, Enrique Ruibal <[EMAIL PROTECTED]>
wrote:

>
> Thanks Mridul,
>
> If this is the case, then:
>
> 1) How do you get ofbiz to issue an invoice for service products or
> digital
> goods sold/ordered from a customer?


Any invoice against an order is generated automatically in OFBiz through
service eca's when the order is created.  We can create manual invoices as
well in Accounting Component.  The invoice is created for  the orders
containing service/digital products in the same way as it is done for any
physical product, with the only difference, that, it is updated to the Paid
status automatically because the order for such products is completed and
payment is captured as well directly.  Any digital product is obviously a
product for Company and the customer, with the sale price defined and since
it can be ordered by the customer,  I think we can easily create an invoice
against that order.
You can find link to the invoices against an order in the *Payment
Information* section of the Order Detail page.


>
> 2) Why is there a button to 'approve' this type of order, only to issue an
> error message afterwards?


I did created orders for the digital/service products form Order Manager
and found them in completed status directly and didn't find any approve
button as well.  But Yes, I do find it for the orders with physical
products, and that is acceptable.


>
> 3) How does ofbiz handle proof of delivery for service products or digital
> goods even though they are not physical items?


There can be different logic to handle the delivery of such products
based on the business requirements.  Like if we talk about the *"GZ_NEWS_1MO
- Gizmo Newsletter 1 Month*" demo product in OFBiz.  This is a subscription
product, so we create a subscription record to associate (subscribe) the
customer party to this product against the created order.  We also set the
fromDate and thruDate indicating the subscription validity.  Now there can
be some logic implemented(I didn't go into details) to email this newsletter
to the customer, until the subscription expires.
So there can be different ways to handle (delivery of) different kind of
digital/service products.


>
> Thanks in advance
>
>
>
>
> --
> View this message in context:
> http://www.nabble.com/Can%27t-Approve-Orders-with-service-products-tp16242722p16254877.html
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>
>


-- 
Thanks & Regards
Mridul Pathak
Hotwax Media
http://www.hotwaxmedia.com
[EMAIL PROTECTED]
__
Office : 509.855.4113
Mobile : +919425926892

Re: Can't Approve Orders with service products

[Enrique Ruibal]

Thanks Mridul,

If this is the case, then:

1) How do you get ofbiz to issue an invoice for service products or digital
goods sold/ordered from a customer?

2) Why is there a button to 'approve' this type of order, only to issue an
error message afterwards?

3) How does ofbiz handle proof of delivery for service products or digital
goods even though they are not physical items?

Thanks in advance




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Re: Can't Approve Orders with service products

[Mridul Pathak]

 Enrique,
According to my understanding, Digital as well as Service products are
the non-shippable products.  Hence whenever you create an order for them
they are directly fulfilled (payment is captured as well) and the status is
set to COMPLETE by default.  You need not to first create an order, approve
it and then set it to complete status.  This type of flow is followed for
Physical Products where, first the order is created, then approved and
finally shipped (COMPLETED) based on the Inventory available.
Also a completed Order can never be set back to approved status.  This
is against business logic hence such functionality is restricted in OFBiz
using StatusValidChange entity.

On Mon, Mar 24, 2008 at 5:05 AM, Enrique Ruibal A. <[EMAIL PROTECTED]>
wrote:

> I placed the following order in Managment demo -trunk-, but when I tried
> to approve it, it sends the following error:
>
> The Following Errors Occurred:
>
> ERROR : Could not change order status ; status is not a valid change.:
> [ORDER_COMPLETED] -> [ORDER_APPROVED]
>
>
> I also tried with other digital goods and no success..
>
>
> Product Status  QuantityUnit / List Adjustments
> Sub Total
> GZ-NEWS-1MO - Gizmo Newsletter 1 Month
> Catalog
> <
> https://demo.hotwaxmedia.com/catalog/control/EditProduct?productId=GZ-NEWS-1MO
> >
> Ecommerce
> <
> https://demo.hotwaxmedia.com/ecommerce/control/product?product_id=GZ-NEWS-1MO
> >
>
> Inventory
> <
> https://demo.hotwaxmedia.com/catalog/control/EditProductInventoryItems?productId=GZ-NEWS-1MO&showAllFacilities=Y&externalLoginKey=EL91956417685
> >
>
> Required for SO 1
> In Inventory [Web Store Warehouse] QOH  0 (ATP: 0)
> In Inventory [All Facilities] QOH   0 (ATP: 0)
> On Order0
> In Production   0
> Unplanned   1
>
>
> Current Created
> 2008-03-23 18:24:00.126  Created
>
> *Ordered*   1   *Ship Request*  0
> *Cancelled* 0   *Qty Picked*0
> *Remaining* 1   *Qty Shipped*   0
> *Shortfalled*   0   *Outstanding*   1
> *Invoiced*  0   *Returned*  0
>
>$3.99 / $5.00   ($3.99) $0.00
>
>
>


-- 
Thanks & Regards
Mridul Pathak
Hotwax Media
http://www.hotwaxmedia.com
[EMAIL PROTECTED]
__
Office : 509.855.4113
Mobile : +919425926892

Can't Approve Orders with service products

[Enrique Ruibal A.]

I placed the following order in Managment demo -trunk-, but when I tried 
to approve it, it sends the following error:


The Following Errors Occurred:

ERROR : Could not change order status ; status is not a valid change.: 
[ORDER_COMPLETED] -> [ORDER_APPROVED]



I also tried with other digital goods and no success..


Product 	Status 	Quantity 	Unit / List 	Adjustments 	Sub Total 	 
GZ-NEWS-1MO - Gizmo Newsletter 1 Month
Catalog 
 
Ecommerce 
 

Inventory 
 
	 
Required for SO 	1

In Inventory [Web Store Warehouse] QOH  0 (ATP: 0)
In Inventory [All Facilities] QOH   0 (ATP: 0)
On Order0
In Production   0
Unplanned   1


Current Created
2008-03-23 18:24:00.126  Created

*Ordered*   1   *Ship Request*  0
*Cancelled* 0   *Qty Picked*0
*Remaining* 1   *Qty Shipped*   0
*Shortfalled*   0   *Outstanding*   1
*Invoiced*  0   *Returned*  0

	$3.99 / $5.00 	($3.99) 	$0.00