[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15361683#comment-15361683 ] Pierre Smits commented on OFBIZ-6899: - I concur. [~Jagpreet Kaur], you have my permission too. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15361625#comment-15361625 ] Divesh Dutta commented on OFBIZ-6899: - Added new table "Check" under task OFBIZ-7682 . [~Jagpreet Kaur] you may continue your work on this ticket now. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15355705#comment-15355705 ] Swapnil Shah commented on OFBIZ-6899: - Based on the discussed and concluded requirement let's use OFBIZ-7682 for defining/adding new entity with regard to 'CHECK'. Once done let's come back to this ticket to complete rest of the implementation. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15355129#comment-15355129 ] Divesh Dutta commented on OFBIZ-6899: - I see no harm in creating new table, and agree that it would be more clean. So let's create new table for Check. [~swash78] as Jacques mentioned, can you please create a new ticket for this? > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15355124#comment-15355124 ] Jacques Le Roux commented on OFBIZ-6899: A solution to not forget would be to create a new Jira, if you still agree with the idea of a new table... > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[
https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15355105#comment-15355105
]
Jacques Le Roux commented on OFBIZ-6899:
I said above
{quote}
Thanks Divesh for the proposition, I think these information would more easily
found in "a new table with name Check similar to CreditCard, EftAccount, etc.",
and treated in case of need.
{quote}
By "in case of need" I was thinking at report and stats, Pierre added
{quote}
outgoing pdf documents, like order, invoice, etc.
{quote}
He also added a comment about handling things in ledger/s
My take is that it would be easier to handle an Entity.field that to have to
poke around in a description field. You could prefer to handle it in a
description field in the meantime, but I fear the rest will be forgotten
then
My 2 cts as I'll certainly not have the time to code it...
> Overview of payment methods in party profile misses function to set company
> check payment
> -
>
> Key: OFBIZ-6899
> URL: https://issues.apache.org/jira/browse/OFBIZ-6899
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting, order, party, specialpurpose/ecommerce
>Affects Versions: Trunk
>Reporter: Pierre Smits
>Assignee: Divesh Dutta
> Labels: check, payment
> Fix For: Upcoming Branch
>
> Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch
>
>
> The payment methods overview in the party profile shows various options to
> define and create a payment method.
> However there is no option to create payment method for a company check
--
This message was sent by Atlassian JIRA
(v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15352816#comment-15352816 ] Jacques Le Roux commented on OFBIZ-6899: I have a popup saying to look at it everyday for a week :/ Please wait a bit more... > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15352730#comment-15352730 ] Swapnil Shah commented on OFBIZ-6899: - Knock Knock :) Let's have conclusion on it so we can proceed on fixing it accordingly. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15345910#comment-15345910 ] Divesh Dutta commented on OFBIZ-6899: - Pierre , all details you are giving from business point of view makes sense. In context of this task, what we want to conclude is that is it making sense to introduce new table for check. And you are not answering that question's answer :) . What I said above and what Swapnil again said here : " if there is indeed any real time need of electronically transferring Check details to different financial institutions like Bank etc., (similar to what we mostly do for Credit Card/EFT), then we could add Check as new entity to store all relevant details as discussed above. Although, we haven't came across any real requirement around that from our clients so far who are dealing inbound/outbound payments through checks." . So our discussion is around whether to add new table or not ? It will be great if you help us to conclude that. I think that we don't need to add new table for Check . Also as Swapnil mentioned we have not seen any such requirements so far , where clients who deals with outgoing and incoming payments with Check, send check details electronically to financial institutions like Bank . So its not making sense to add new table for Check. But if you have some use case where it will make sense to add new table, we can definitely do that. I hope your next reply will help us to conclude this discussion. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15345891#comment-15345891 ] Swapnil Shah commented on OFBIZ-6899: - I reckon outgoing payment treatment is more or less same whether its towards Purchase made from suppliers or its towards Refund made to Customers (e.g, Sales Return of Refund type). Though we could validate it once but if we can gauge these all transactions correctly via standard Payment Type and Payment statuses then ledger entry should fall in place. Apart from it, if there are is indeed any real time need of electronically transferring Check details to different financial institutions like Bank etc., (similar to what we mostly do for Credit Card/EFT), then we could add Check as new entity to store all relevant details as discussed above. Although, we haven't came across any real requirement around that from our clients so far who are dealing inbound/outbound payments through checks. And if add this as new entity on OFbiz data model then we can also tag this as "New Feature" instead of improvement as its missing till now in OFbiz. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15345357#comment-15345357 ] Pierre Smits commented on OFBIZ-6899: - In payment of purchases checks are official documents from the internal organisation to the intend receiver of the check, as it is a promisory note. And thus it needs to be registered by the issuing internal organisation in its ledger(s), similar like a an EFT transaction. And like bank transactions these registrations need to be reconciled. And until a check is collected, it is a registration of a liability. Within OFBiz we can treat these outgoing checks in 2 ways: * the OFBiz system generates the check (similar like other outgoing payments) * the manually issued check (from the checkbook) is registered in OFBiz (thus becoming an outgoing payment). Likewise, a check received is an asset until handed over to the collecting agency and the sum of the check added to the bank account. So basically there are 2 sub-ledgers to take into consideration. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15344631#comment-15344631 ] Divesh Dutta commented on OFBIZ-6899: - I know they are used in outgoing documents. My point was in case of Check they are more of notes or reference because Check is paper based transaction and we just need bank name and account for reference. When we do payments out and in using electronic payment method where transactions are actually happening in system, it makes more sense to have a separate table for it. But I am open to add new table for Check as I proposed above. It seems Jacques is agreeing with this proposal. What do you think on it ? > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15344395#comment-15344395 ] Pierre Smits commented on OFBIZ-6899: - Bank name, routing Id and bank account no are not just notes. These are important attributes to get payments out. These are used in the outgoing pdf documents, like order, invoice, etc. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15344277#comment-15344277 ] Jacques Le Roux commented on OFBIZ-6899: Thanks Divesh for the proposition, I think these information would more easily found in "a new table with name Check similar to CreditCard, EftAccount, etc.", and treated in case of need. I'd just wait feedbacks from the community, if any I'd do. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15344222#comment-15344222 ] Divesh Dutta commented on OFBIZ-6899: - Jacques actually I think Bank name and Account # is just kind of note , so we we were trying to use existing field of PaymentMethod table i.e description and we were trying to avoid need of creation of new table. But you and other community member thinks that it makes sense to add new table with name Check similar to CreditCard, EftAccount etc. , we can do that . Let us know what do you think ? > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15344207#comment-15344207 ] Jacques Le Roux commented on OFBIZ-6899: Why introduce a temporary workaround that we will have to replace later? We could directly implement the final solution, no? > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15341305#comment-15341305 ] Swapnil Shah commented on OFBIZ-6899: - Yes [~Jagpreet Kaur] That makes sense to me. We can use description to store Bank Name and corresponding Account#. In real time check should be a paper based transaction and such details are going to be meant for reference and possibly used to print checks manually. We can live with solution in terms of defining payment method for it. You can provide the fix for it and if needed later we can do further analysis on different thread over ML to collect other possible usage and references around such requirements. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15339539#comment-15339539 ] Jagpreet Kaur commented on OFBIZ-6899: -- You have given a nice thought Jacques, but here is a scenario that we don't have fields to store Bank Name and its associated account no. , so we are giving a thought to store it under Description only as CONCATENATE(,'-',). Later on we can add a field for account no. in PAYMENT_METHOD or we can also add a entity for check support like we have for EFT account if all the members agree. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15338429#comment-15338429 ] Jacques Le Roux commented on OFBIZ-6899: In the party profile we should also ask for the bank account number tied to the checkbook. A check is not only tied to a bank but also to a specific bank account at this bank. They are the couple which defines the check reference. Reply > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15338428#comment-15338428 ] Jacques Le Roux commented on OFBIZ-6899: In the party profile we should also ask for the bank account number tied to the checkbook. A check is not only tied to a bank but also to a specific bank account at this bank. They are the couple which defines the check reference. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Divesh Dutta > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png, OFBIZ-6899.patch > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15337557#comment-15337557 ] Swapnil Shah commented on OFBIZ-6899: - Yeah makes sense. We can ask for selecting preferred Check type (from COMPANY/PERSONAL/CERTIFIED) in form of drop down while asking for Bank Name and set the PAYMENT_METHOD_TYPE_ID accordingly > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: accounting, order, party, specialpurpose/ecommerce >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Swapnil Shah > Labels: check, payment > Fix For: Upcoming Branch > > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15337555#comment-15337555 ] Jacques Le Roux commented on OFBIZ-6899: I agree it's an improvement, thanks Swapnil for the completed analysis. But why a COMPANY_CHECK and not a PERSONAL_CHECK? Both are possible I guess, even CERTIFIED_CHECK (though this is for high amounts, high needing to be defined) > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Improvement > Components: party >Affects Versions: Trunk >Reporter: Pierre Smits >Assignee: Swapnil Shah > Labels: check, payment > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15337539#comment-15337539 ] Swapnil Shah commented on OFBIZ-6899: - Thanks for confirmation [~jacques.le.roux]. There was no complications as such just wanted to sync up this feature in totality by factoring in available support within existing workflow around check based payment. So here from Profile screen, we can simply ask for providing the "Bank Number", "Description", while adding the "Company Check" as new payment method option from Party Profile screen and this should create a new PaymentMethod with: PAYMENT_METHOD_TYPE_ID='COMPANY_CHECK' PARTY_ID=' Now, for setting any non recurrent information (most commonly used could be Check Number) we can provide support on specific screens. For example, during Order placement during checkout (OFBIZ-7377) and any other screen wherever its missing. Also its possibly not a bug as this is a feature which didn't exist till now with respect to party. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Bug > Components: party >Affects Versions: Trunk >Reporter: Pierre Smits > Labels: check, payment > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15337036#comment-15337036 ] Jacques Le Roux commented on OFBIZ-6899: Each check is associated with a bank account at a bank, they don't change, they are the stable part wich relies a check to a bank. If we need a recurring information I don't see better ones. The ones which change are the chequebook number, the check number, the amount, the date and the location. The chequebook number complete the check number and together they are a couple which really defines the check. The chequebook number change only when the chequebook comes to an end. I don't see what is complicated here (apart maybe the chequebook number). > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Bug > Components: party >Affects Versions: Trunk >Reporter: Pierre Smits > Labels: check, payment > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15336743#comment-15336743 ] Pierre Smits commented on OFBIZ-6899: - Like a bank acount a payment via a check can have a different 'made out to' reference than the actual party name. That is what you capture in payment preferences. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Bug > Components: party >Affects Versions: Trunk >Reporter: Pierre Smits > Labels: check, payment > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15336705#comment-15336705 ] Swapnil Shah commented on OFBIZ-6899: - Yes agreed that check as payment method could be used multiple times and for that we already have Check as generic payment preference (like COD/Cash etc.) available over orders that could be used by any associated party (customer for Sales and suppliers for Purchase). But still this is a paper based transaction (like Cash) and in every transaction the key i.e check # etc.would keep changing and hence one check could be possibly used only once generally (in contrast to CC/EFT/ACH/Fin Acct which could be used repeatedly). So, here while we suggest to set Check as one of the payment option with respect to a party then what is the party specific details that could be recorded for repeated use for a party(e.g. against credit card we save Number, expiry etc. , against EFT/ACH we save EFT/ACH account number, Bank Name etc.for that party). Is there any such specific key detail for repeated use with regard to check that we could ask and save while we add this option for any party. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Bug > Components: party >Affects Versions: Trunk >Reporter: Pierre Smits > Labels: check, payment > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15336661#comment-15336661 ] Jacques Le Roux commented on OFBIZ-6899: Makes sense Pierre > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Bug > Components: party >Affects Versions: Trunk >Reporter: Pierre Smits > Labels: check, payment > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15336322#comment-15336322 ] Pierre Smits commented on OFBIZ-6899: - On the profile the overview shows a list of payment solutions to be used in association with a transaction. So you could say that these are the preferences to be used when completing a transaction (a sale, a purchase). So is the method of payment through checks. The Check Payment method is not used only once, but multiple times whereas a Check can be used only once in a transaction between 2 parties. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Bug > Components: party >Affects Versions: Trunk >Reporter: Pierre Smits > Labels: check, payment > Attachments: CC_1.png, CC_2.png, CC_3.png, CC_4.png > > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
[jira] [Commented] (OFBIZ-6899) Overview of payment methods in party profile misses function to set company check payment
[ https://issues.apache.org/jira/browse/OFBIZ-6899?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=15336196#comment-15336196 ] Swapnil Shah commented on OFBIZ-6899: - Company check seems to be just a payment mode that could be generally used only once for payment aka Cash or COD. In contrast to it, other Payment Methods like Credit Card/EFT/Gift Card could be used multiple times for payment and hence need to be set with respect to a given party. Also "Check" is available as a payment method that could be used during ordering (as shown in attached screenshots). Let's give it a thought if we really need it and if yes what kind of details we need to ask from user while setting it for any party. May be i am still missing any broader intention behind getting it added. So any further details on it would help us to take a call before we can start implementing it or drop it off for now. > Overview of payment methods in party profile misses function to set company > check payment > - > > Key: OFBIZ-6899 > URL: https://issues.apache.org/jira/browse/OFBIZ-6899 > Project: OFBiz > Issue Type: Bug > Components: party >Affects Versions: Trunk >Reporter: Pierre Smits > Labels: check, payment > > The payment methods overview in the party profile shows various options to > define and create a payment method. > However there is no option to create payment method for a company check -- This message was sent by Atlassian JIRA (v6.3.4#6332)
