Re: Credit Memos that Tie to an Invoice
Hi James, I have not tested, but I guess you are right and should create a Jira for that Thanks for the report Jacques Le 04/08/2017 à 04:43, ja...@productive1.com a écrit : Any one familiar with the process below? Original Message Subject: RE: Credit Memos that Tie to an Invoice From: <ja...@productive1.com> Date: Tue, July 25, 2017 4:41 am To: user@ofbiz.apache.org I have tested the returns functionality in Ofbiz and it seems as if the refund when purchased on a credit card is correct as it creates a Payment and automatical;y refunds the card. But if an offline payment is on the order the system still creates a Payment instead of a credit memo. It seems to me that a credit memo should be created...especially if the customer has not paid yet. Is the system functioning correct or am I missing something here? Thanks, James Original Message Subject: Re: Credit Memos that Tie to an Invoice From: Rishi Solanki <rishisolan...@gmail.com> Date: Fri, July 21, 2017 9:12 pm To: ofbizuser <user@ofbiz.apache.org> James, Thanks for your reply, +1 for both incoming and outgoing invoices. For both the cases basic services to refund, credit on account already exists and you just need to use them in your applying algorithm. Rishi Solanki Manager, Enterprise Software Development HotWax Systems Pvt. Ltd. Direct: +91-9893287847 http://www.hotwaxsystems.com On Thu, Jul 20, 2017 at 9:27 PM, <ja...@productive1.com> wrote: Thanks Rishi. If I am applying a Credit based off of a sales order I should know which invoice was generated. If the invoice has not been paid yet then I would simply use the credit memo to apply to that invoice. If they invoice has been paid then the user should have the option to generate a refund or credit on account. Does that make sense? Same thing on the Return to Vendor. I should be able to identify which manufacturer invoice that I want to apply the credit to so when the credit is created it automatically applies it. This is of course if the credit is auto generated. If not we should be able to select which invoices we want to apply it to as it operated today. I think we will tackle this development. Thanks, James Original Message ---- Subject: Re: Credit Memos that Tie to an Invoice From: Rishi Solanki <rishisolan...@gmail.com> Date: Thu, July 20, 2017 6:22 am To: ofbizuser <user@ofbiz.apache.org> James, You got it correctly, we need to apply it manually. Also it is logical, like credit memos or credit refunds go on the account, and for that account we may have multiple invoices. Lets suppose we received/paid payment of $100 and we have multiple invoices for the account of $50. Lets assume $50 amount with four invoices. As we received/paid only $100 so we can only apply this payment on two invoices. That is why system gave us the flexibility on which invoices user wants to apply. Also user may add her own algorithm to logically apply payment automatically. For that you may need some customization as per the requirement to do that. HTH! -- Rishi Solanki Sr Manager, Enterprise Software Development HotWax Systems Pvt. Ltd. Direct: +91-9893287847 http://www.hotwaxsystems.com On Thu, Jul 20, 2017 at 4:31 PM, <ja...@productive1.com> wrote: Am i correct that credit memos or credit refunds simply go on the account and not automatically applied to a customer invoice or vendor invoice? This is a manual step to apply credits? Am I missing something? Thanks, James ---- Original Message Subject: Credit Memos that Tie to an Invoice From: <ja...@productive1.com> Date: Mon, July 10, 2017 5:21 am To: user@ofbiz.apache.org We are working with returns and we recently noticed that the system creates a Payment to the customer. Is there a way to create a credit memo instead of a payment? or decide on the return if a credit vs payment is created? Also is there a way to relate a credit memo to the original invoice that is getting credited out? Thanks, James
RE: Credit Memos that Tie to an Invoice
Any one familiar with the process below? Original Message Subject: RE: Credit Memos that Tie to an Invoice From: <ja...@productive1.com> Date: Tue, July 25, 2017 4:41 am To: user@ofbiz.apache.org I have tested the returns functionality in Ofbiz and it seems as if the refund when purchased on a credit card is correct as it creates a Payment and automatical;y refunds the card. But if an offline payment is on the order the system still creates a Payment instead of a credit memo. It seems to me that a credit memo should be created...especially if the customer has not paid yet. Is the system functioning correct or am I missing something here? Thanks, James Original Message Subject: Re: Credit Memos that Tie to an Invoice From: Rishi Solanki <rishisolan...@gmail.com> Date: Fri, July 21, 2017 9:12 pm To: ofbizuser <user@ofbiz.apache.org> James, Thanks for your reply, +1 for both incoming and outgoing invoices. For both the cases basic services to refund, credit on account already exists and you just need to use them in your applying algorithm. Rishi Solanki Manager, Enterprise Software Development HotWax Systems Pvt. Ltd. Direct: +91-9893287847 http://www.hotwaxsystems.com On Thu, Jul 20, 2017 at 9:27 PM, <ja...@productive1.com> wrote: > Thanks Rishi. > > If I am applying a Credit based off of a sales order I should know which > invoice was generated. If the invoice has not been paid yet then I > would simply use the credit memo to apply to that invoice. If they > invoice has been paid then the user should have the option to generate a > refund or credit on account. Does that make sense? > > Same thing on the Return to Vendor. I should be able to identify which > manufacturer invoice that I want to apply the credit to so when the > credit is created it automatically applies it. This is of course if the > credit is auto generated. If not we should be able to select which > invoices we want to apply it to as it operated today. I think we will > tackle this development. > > Thanks, > > James > > > Original Message > Subject: Re: Credit Memos that Tie to an Invoice > From: Rishi Solanki <rishisolan...@gmail.com> > Date: Thu, July 20, 2017 6:22 am > To: ofbizuser <user@ofbiz.apache.org> > > James, > > You got it correctly, we need to apply it manually. Also it is logical, > like credit memos or credit refunds go on the account, and for that > account > we may have multiple invoices. > > Lets suppose we received/paid payment of $100 and we have multiple > invoices > for the account of $50. Lets assume $50 amount with four invoices. As we > received/paid only $100 so we can only apply this payment on two > invoices. > That is why system gave us the flexibility on which invoices user wants > to > apply. > > Also user may add her own algorithm to logically apply payment > automatically. For that you may need some customization as per the > requirement to do that. > > HTH! > > > > -- > Rishi Solanki > Sr Manager, Enterprise Software Development > HotWax Systems Pvt. Ltd. > Direct: +91-9893287847 > http://www.hotwaxsystems.com > > On Thu, Jul 20, 2017 at 4:31 PM, <ja...@productive1.com> wrote: > > > > > Am i correct that credit memos or credit refunds simply go on the > > account and not automatically applied to a customer invoice or vendor > > invoice? This is a manual step to apply credits? > > > > Am I missing something? > > > > Thanks, > > > > James > > Original Message > > Subject: Credit Memos that Tie to an Invoice > > From: <ja...@productive1.com> > > Date: Mon, July 10, 2017 5:21 am > > To: user@ofbiz.apache.org > > > > We are working with returns and we recently noticed that the system > > creates a Payment to the customer. Is there a way to create a credit > > memo instead of a payment? or decide on the return if a credit vs > > payment is created? Also is there a way to relate a credit memo to the > > original invoice that is getting credited out? > > > > Thanks, > > > > James > > >
RE: Credit Memos that Tie to an Invoice
I have tested the returns functionality in Ofbiz and it seems as if the refund when purchased on a credit card is correct as it creates a Payment and automatical;y refunds the card. But if an offline payment is on the order the system still creates a Payment instead of a credit memo. It seems to me that a credit memo should be created...especially if the customer has not paid yet. Is the system functioning correct or am I missing something here? Thanks, James Original Message Subject: Re: Credit Memos that Tie to an Invoice From: Rishi Solanki <rishisolan...@gmail.com> Date: Fri, July 21, 2017 9:12 pm To: ofbizuser <user@ofbiz.apache.org> James, Thanks for your reply, +1 for both incoming and outgoing invoices. For both the cases basic services to refund, credit on account already exists and you just need to use them in your applying algorithm. Rishi Solanki Manager, Enterprise Software Development HotWax Systems Pvt. Ltd. Direct: +91-9893287847 http://www.hotwaxsystems.com On Thu, Jul 20, 2017 at 9:27 PM, <ja...@productive1.com> wrote: > Thanks Rishi. > > If I am applying a Credit based off of a sales order I should know which > invoice was generated. If the invoice has not been paid yet then I > would simply use the credit memo to apply to that invoice. If they > invoice has been paid then the user should have the option to generate a > refund or credit on account. Does that make sense? > > Same thing on the Return to Vendor. I should be able to identify which > manufacturer invoice that I want to apply the credit to so when the > credit is created it automatically applies it. This is of course if the > credit is auto generated. If not we should be able to select which > invoices we want to apply it to as it operated today. I think we will > tackle this development. > > Thanks, > > James > > > Original Message > Subject: Re: Credit Memos that Tie to an Invoice > From: Rishi Solanki <rishisolan...@gmail.com> > Date: Thu, July 20, 2017 6:22 am > To: ofbizuser <user@ofbiz.apache.org> > > James, > > You got it correctly, we need to apply it manually. Also it is logical, > like credit memos or credit refunds go on the account, and for that > account > we may have multiple invoices. > > Lets suppose we received/paid payment of $100 and we have multiple > invoices > for the account of $50. Lets assume $50 amount with four invoices. As we > received/paid only $100 so we can only apply this payment on two > invoices. > That is why system gave us the flexibility on which invoices user wants > to > apply. > > Also user may add her own algorithm to logically apply payment > automatically. For that you may need some customization as per the > requirement to do that. > > HTH! > > > > -- > Rishi Solanki > Sr Manager, Enterprise Software Development > HotWax Systems Pvt. Ltd. > Direct: +91-9893287847 > http://www.hotwaxsystems.com > > On Thu, Jul 20, 2017 at 4:31 PM, <ja...@productive1.com> wrote: > > > > > Am i correct that credit memos or credit refunds simply go on the > > account and not automatically applied to a customer invoice or vendor > > invoice? This is a manual step to apply credits? > > > > Am I missing something? > > > > Thanks, > > > > James > > Original Message > > Subject: Credit Memos that Tie to an Invoice > > From: <ja...@productive1.com> > > Date: Mon, July 10, 2017 5:21 am > > To: user@ofbiz.apache.org > > > > We are working with returns and we recently noticed that the system > > creates a Payment to the customer. Is there a way to create a credit > > memo instead of a payment? or decide on the return if a credit vs > > payment is created? Also is there a way to relate a credit memo to the > > original invoice that is getting credited out? > > > > Thanks, > > > > James > > >
Re: Credit Memos that Tie to an Invoice
James, Thanks for your reply, +1 for both incoming and outgoing invoices. For both the cases basic services to refund, credit on account already exists and you just need to use them in your applying algorithm. Rishi Solanki Manager, Enterprise Software Development HotWax Systems Pvt. Ltd. Direct: +91-9893287847 http://www.hotwaxsystems.com On Thu, Jul 20, 2017 at 9:27 PM, <ja...@productive1.com> wrote: > Thanks Rishi. > > If I am applying a Credit based off of a sales order I should know which > invoice was generated. If the invoice has not been paid yet then I > would simply use the credit memo to apply to that invoice. If they > invoice has been paid then the user should have the option to generate a > refund or credit on account. Does that make sense? > > Same thing on the Return to Vendor. I should be able to identify which > manufacturer invoice that I want to apply the credit to so when the > credit is created it automatically applies it. This is of course if the > credit is auto generated. If not we should be able to select which > invoices we want to apply it to as it operated today. I think we will > tackle this development. > > Thanks, > > James > > > ---- Original Message > Subject: Re: Credit Memos that Tie to an Invoice > From: Rishi Solanki <rishisolan...@gmail.com> > Date: Thu, July 20, 2017 6:22 am > To: ofbizuser <user@ofbiz.apache.org> > > James, > > You got it correctly, we need to apply it manually. Also it is logical, > like credit memos or credit refunds go on the account, and for that > account > we may have multiple invoices. > > Lets suppose we received/paid payment of $100 and we have multiple > invoices > for the account of $50. Lets assume $50 amount with four invoices. As we > received/paid only $100 so we can only apply this payment on two > invoices. > That is why system gave us the flexibility on which invoices user wants > to > apply. > > Also user may add her own algorithm to logically apply payment > automatically. For that you may need some customization as per the > requirement to do that. > > HTH! > > > > -- > Rishi Solanki > Sr Manager, Enterprise Software Development > HotWax Systems Pvt. Ltd. > Direct: +91-9893287847 > http://www.hotwaxsystems.com > > On Thu, Jul 20, 2017 at 4:31 PM, <ja...@productive1.com> wrote: > > > > > Am i correct that credit memos or credit refunds simply go on the > > account and not automatically applied to a customer invoice or vendor > > invoice? This is a manual step to apply credits? > > > > Am I missing something? > > > > Thanks, > > > > James > > Original Message > > Subject: Credit Memos that Tie to an Invoice > > From: <ja...@productive1.com> > > Date: Mon, July 10, 2017 5:21 am > > To: user@ofbiz.apache.org > > > > We are working with returns and we recently noticed that the system > > creates a Payment to the customer. Is there a way to create a credit > > memo instead of a payment? or decide on the return if a credit vs > > payment is created? Also is there a way to relate a credit memo to the > > original invoice that is getting credited out? > > > > Thanks, > > > > James > > >
RE: Credit Memos that Tie to an Invoice
Thanks Rishi. If I am applying a Credit based off of a sales order I should know which invoice was generated. If the invoice has not been paid yet then I would simply use the credit memo to apply to that invoice. If they invoice has been paid then the user should have the option to generate a refund or credit on account. Does that make sense? Same thing on the Return to Vendor. I should be able to identify which manufacturer invoice that I want to apply the credit to so when the credit is created it automatically applies it. This is of course if the credit is auto generated. If not we should be able to select which invoices we want to apply it to as it operated today. I think we will tackle this development. Thanks, James Original Message Subject: Re: Credit Memos that Tie to an Invoice From: Rishi Solanki <rishisolan...@gmail.com> Date: Thu, July 20, 2017 6:22 am To: ofbizuser <user@ofbiz.apache.org> James, You got it correctly, we need to apply it manually. Also it is logical, like credit memos or credit refunds go on the account, and for that account we may have multiple invoices. Lets suppose we received/paid payment of $100 and we have multiple invoices for the account of $50. Lets assume $50 amount with four invoices. As we received/paid only $100 so we can only apply this payment on two invoices. That is why system gave us the flexibility on which invoices user wants to apply. Also user may add her own algorithm to logically apply payment automatically. For that you may need some customization as per the requirement to do that. HTH! -- Rishi Solanki Sr Manager, Enterprise Software Development HotWax Systems Pvt. Ltd. Direct: +91-9893287847 http://www.hotwaxsystems.com On Thu, Jul 20, 2017 at 4:31 PM, <ja...@productive1.com> wrote: > > Am i correct that credit memos or credit refunds simply go on the > account and not automatically applied to a customer invoice or vendor > invoice? This is a manual step to apply credits? > > Am I missing something? > > Thanks, > > James > ---- Original Message > Subject: Credit Memos that Tie to an Invoice > From: <ja...@productive1.com> > Date: Mon, July 10, 2017 5:21 am > To: user@ofbiz.apache.org > > We are working with returns and we recently noticed that the system > creates a Payment to the customer. Is there a way to create a credit > memo instead of a payment? or decide on the return if a credit vs > payment is created? Also is there a way to relate a credit memo to the > original invoice that is getting credited out? > > Thanks, > > James >
Re: Credit Memos that Tie to an Invoice
James, You got it correctly, we need to apply it manually. Also it is logical, like credit memos or credit refunds go on the account, and for that account we may have multiple invoices. Lets suppose we received/paid payment of $100 and we have multiple invoices for the account of $50. Lets assume $50 amount with four invoices. As we received/paid only $100 so we can only apply this payment on two invoices. That is why system gave us the flexibility on which invoices user wants to apply. Also user may add her own algorithm to logically apply payment automatically. For that you may need some customization as per the requirement to do that. HTH! -- Rishi Solanki Sr Manager, Enterprise Software Development HotWax Systems Pvt. Ltd. Direct: +91-9893287847 http://www.hotwaxsystems.com On Thu, Jul 20, 2017 at 4:31 PM, <ja...@productive1.com> wrote: > > Am i correct that credit memos or credit refunds simply go on the > account and not automatically applied to a customer invoice or vendor > invoice? This is a manual step to apply credits? > > Am I missing something? > > Thanks, > > James > ---- Original Message ---- > Subject: Credit Memos that Tie to an Invoice > From: <ja...@productive1.com> > Date: Mon, July 10, 2017 5:21 am > To: user@ofbiz.apache.org > > We are working with returns and we recently noticed that the system > creates a Payment to the customer. Is there a way to create a credit > memo instead of a payment? or decide on the return if a credit vs > payment is created? Also is there a way to relate a credit memo to the > original invoice that is getting credited out? > > Thanks, > > James >
RE: Credit Memos that Tie to an Invoice
Am i correct that credit memos or credit refunds simply go on the account and not automatically applied to a customer invoice or vendor invoice? This is a manual step to apply credits? Am I missing something? Thanks, James Original Message Subject: Credit Memos that Tie to an Invoice From: <ja...@productive1.com> Date: Mon, July 10, 2017 5:21 am To: user@ofbiz.apache.org We are working with returns and we recently noticed that the system creates a Payment to the customer. Is there a way to create a credit memo instead of a payment? or decide on the return if a credit vs payment is created? Also is there a way to relate a credit memo to the original invoice that is getting credited out? Thanks, James
Credit Memos that Tie to an Invoice
We are working with returns and we recently noticed that the system creates a Payment to the customer. Is there a way to create a credit memo instead of a payment? or decide on the return if a credit vs payment is created? Also is there a way to relate a credit memo to the original invoice that is getting credited out? Thanks, James