Lol ok sorry, I've never actually worked on the billing account stuff
so I have no idea whats currently in place. Nice work whoever did it
:-)
Scott
On 29/10/2007, Jacopo Cappellato <[EMAIL PROTECTED]> wrote:
> Hi Scott,
>
> Scott Gray wrote:
> > Hi Jacopo
> >
> > Our customers generally make payments for a specific invoice or group
> > of invoices so this wouldn't work for us. In our current system (non
> > web UI) we log a payment and then use a screen with a list of open
> > invoices to allocate the payment with the payment balance reducing as
> > each invoice is selected.
> >
>
> I think that you have perfectly described what is currently implemented
> in OFbiz :-)
> Maybe I'm not been very clear on this: I was not suggesting to modify
> the existing payment/payment application screens; instead I was
> suggesting to add a new option, for billing accounts, to apply billing
> account payments to billing account invoices by date; of course you can
> continue, also in the billing account, to apply payments to specific
> invoices.
>
> Cheers,
>
> Jacopo
>
>
> > Regards
> > Scott
> >
> > On 29/10/2007, Jacopo Cappellato <[EMAIL PROTECTED]> wrote:
> >> [EMAIL PROTECTED] wrote:
> >>> Jacopo
> >>>
> >>> As the man with the plan,
> >> uhm... me? :-)
> >>
> >>> I wanted to throw this new plan past you. I have
> >>> dug pretty deeply into the existing payment/billing account stuff and it
> >>> all seems a bit arcane to me and mostly because it looks like payments are
> >>> meant to be made from the company to a vendor and from a customer to the
> >>> company, all with the same screens.
> >>>
> >>> I want to create a really easy to use AR payment system. The user enters
> >>> a
> >>> payment and can then either apply the payment to individual invoices (and
> >>> a
> >>> store credit if too much is received) or he can apply it to the billing
> >>> account, in which case we automatically apply it to the oldest invoices
> >>> first and then to a credit if too much is received.
> >>>
> >> I'd suggest the following subtasks:
> >>
> >> a) implement a new service to automatically apply the payments
> >> associated to a billing account to the older open invoices associated to
> >> the same account; the new service will have one mandatory parameter
> >> "billingAccountId" (and maybe one optional parameter "paymentId") and it
> >> will:
> >> - select the open invoices associated to the billing account and sort
> >> them by date (older first)
> >> - iterate on the list and for each of them call the service
> >> capturePaymentsByInvoice passing in the invoice id and billingAccountId
> >> (this is the service that is invoked when you click on the "capture"
> >> link near the invoice in the billingaccoun-invoices screen)
> >>
> >> b) the new service can be invoked by a new link ("apply payments to
> >> invoices") at the top of the billing account->invoices screen or (maybe
> >> in your custom application) triggered every time you associate a payment
> >> to a billing account.
> >>
> >> This should cover your requirements but it is also generic enough to be
> >> a good fit for OFBiz.
> >>
> >> What do you think?
> >>
> >> Jacopo
> >>
> >>> Is this too simplistic for some reason I am missing? Do others have AR
> >>> needs outside this that would justify a more complicated transaction set?
> >>>
> >>> Skip
> >>
> >>
>
>
>
