Hi David, I have done a quick review of the UBPL documents and have not really seen anything that matches our use case. We have quite a bit of functionality targeted for brick and mortar stores; and Ofbiz tends to view things with a more web-centric focus. As a result, customers typically make sales through a web sales channel (either direct or through a portal) or with a CSR. Having said this, with a model as robust as what we have it should not be a problem to model our scenario even if it means writing a few more services.
I can create an entry in the UBPL that more closely matches what we want to do here; but my fundamental question is that if a customer is managing their own financial account and is going to make deposits and withdrawals from it, how do you handle the application of the associated payment. Specifically, should there be an ability to apply the payment directly to the financial account or should we be creating an invoice for the customer deposit. The current application allows you to make a "customer deposit payment" for the financial account, but it leaves you with a payment that still has to be applied to something so it can be completed. It appears the only viable option would be to create an invoice (seems odd for a non-sale) or to enhance the capability of the payment application to account for this financial account deposit. David E Jones-4 wrote: > > > Bob, > > You're not the only person I've heard from recently who is having problems > with financial accounts, and billing accounts too. I haven't had a chance > to look into this, but it does seem like some basic things (such as > updating financial account totals, and applying payments to invoices in > billing accounts) are not working, or have been changed so that what is > normally expected isn't happening and some hidden/obscure thing needs to > be done in order finish the process. > > What I think needs to be done is to do a gap/overlap analysis between the > UBPL stories and what exists in OFBiz, and this can be used to document > what exists and how to do things. > > For this case the first step would be to make sure that everything you > want to do is represented in the UBPL stories, and if not then let me know > and I'll work you to make some edits. > > BTW, I started a gap/overlap effort for UBPL, but I simply haven't had > enough time to make progress on it. > > -David > > -- View this message in context: http://n4.nabble.com/Financial-Accounts-Deposits-Withdrawals-tp960589p960656.html Sent from the OFBiz - User mailing list archive at Nabble.com.
