Thank you. I understand what you are trying to do.
I have never used the Overpayments feature before and I don't see any
explanation of how to access and use it in the LedgerSMB-book PDF I have or
the LedgerSMB-manual PDF. Can you direct me to some place to learn about
it?
Thank you.
-Zev
On Tue, May 28, 2013 at 4:51 PM, Erik Huelsmann <ehu...@gmail.com> wrote:
> Hi Zev,
>
>
> We pay for items before we get them. So our workflow goes like this: order
>> > invoice > receive.
>>
>
> In that case, I'd expect the following workflow to work very well for you
> (however, I do understand that it will look inefficient at first):
>
> > Receive order confirmation/invoice from vendor
> > Pay vendor based on order confirmation/invoice
> * Create order in LedgerSMB, based on order confirmation/invoice
> * Enter overpayment into LedgerSMB
> > Receive goods in one or more shipments
> * Enter receipt of goods on order into LedgerSMB, using shipments with
> warehouse locations
> * Generate invoices from shipments
> * Pay invoices using overpayment
>
> While I agree that the above looks laborious, it allows you to control
> that exactly the amount ordered and paid for is being received at the
> prices which were agreed upon: the order tracks the number of items
> received; if you get too many, it won't match the order / if you get too
> few, the order won't close. Then on the payment side, it's also tracked: if
> the payment isn't fully consumed (because they delivered too few), the
> overpayment won't be fully consumed. It'll remind you to request back the
> amount you paid too much.
>
> The added benefit of this process is that you can now use the warehousing
> functionality in LedgerSMB.
>
>
> I can understand if you need adjustments to LedgerSMB; if it is to support
> the above workflow, I'd advocate to change the fact that
> overpayments/prepayments can be tied to orders (which they currently can't).
>
>
> Bye,
>
>
> Erik.
>
>
>
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--
Zev Steen
Fat Owls
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