Daniel,
Feel free top open a Jira issue for this...
Jacques
From: "BJ Freeman" <[EMAIL PROTECTED]>
to clarify the agreement should be done for the client before they
order. since you many be giving them price break, etc.
and part of the agreement should have payment schedules.
look at the AcctgTrans entity.
you will probably have to write some services and ecas to accomplish
what you want for notifications and follow up.
Daniel Riquelme sent the following on 8/9/2008 1:09 PM:
I was thinking about doing something like this.
1) Define a TermType that specifies that an Invoice must be paid in N
monthly sub payments.
2) Perform a calculation every month to inform the customers how much do
they owe that specific month.
Perhaps in this monthly process it would be convenient to use a
SubPaymentInfo Entity to track debt and payment. This would simplify the
Debt Collection queries and customer pay analysis.
Daniel
On Fri, Aug 8, 2008 at 9:41 AM, BJ Freeman <[EMAIL PROTECTED]> wrote:
[What do receivables have to do with agreements, except perhaps to
determine terms on invoices or something? ]
David we were talking about, is determining terms on invoices. Like
payment schedule. To my way of thinking, any money owed the company, for
product or service sold, is receivables, from an accounting point of view.
so I am not sure why you expressed yourself, since it looks like we agree.
David E Jones sent the following on 8/7/2008 10:57 PM:
What's the difference... I see none.
-David
On Aug 7, 2008, at 11:51 PM, BJ Freeman wrote:
so how is correct you or Jacopo
David E Jones sent the following on 8/7/2008 10:46 PM:
What do receivables have to do with agreements, except perhaps to
determine terms on invoices or something?
The main entities, and related functionality to look at, are the
BillingAccount (has credit limit, and all invoices and payments
relevant
are attached to it), and of course Invoice, Payment, and
PaymentApplication. Receivables are best reviewed with outstanding
invoices, which are of course posted to the GL too if it is setup
properly.
-David
On Aug 7, 2008, at 8:40 PM, BJ Freeman wrote:
hopefully someone that is doing the financial can tell you about the
connection of agreements to receivables.
The agreement is the contract, but the invoice that is generated from
the agreement would be what you put you payments against. I believe
this
is implemented but would have to check.
service (not yet done) can be scheduled to run on certain day like
15th
to check if payments are made.
the part I do know is that the email to send such info and the widgets
to create the format you have is not in ofbiz at this moment.
however all the data is available.
the payments should have the invoice number on them to be applied
correctly.
Daniel Riquelme sent the following on 8/7/2008 6:54 PM:
Correct me if I'm wrong.
To express that the payment to an order is to be divided in 12 sub
payments
each of them due the 15th of the following 12 months I need to
create an
Agreement that says something like:
Payment (due on specified day of month), Term value = 15
Payment (number of sub payments), Term value = 12
My question is:
If the following 15th the client has paid, how do I apply that
payment to
the agreement ?
I would like to send to the client the following information
regarding their
due payments:
For the product X you have made 10 sub payments out of 11
For the priduct Y you owe me your 5th sub payment out of (10), and
it's over
due so you owe me Z in interest.
Thanks four your help.
On Thu, Aug 7, 2008 at 9:32 PM, Daniel Riquelme
<[EMAIL PROTECTED]>wrote:
Thanks, I'll take a look at them.
On Thu, Aug 7, 2008 at 9:29 PM, BJ Freeman <[EMAIL PROTECTED]>
wrote:
Agreements
Daniel Riquelme sent the following on 8/7/2008 6:23 PM:
Hi,
I would like to know if is possible to express future payments in
a
credit
sale.
Perhaps with some sort of payment schedule which indicates due
date and
amount for payments.
Best Regards,
Daniel
