Hi Alexander I've done a test using the demo data and I've got it to work. Although I did enter an 'Activation Serial Number' (I just used 12345678) I'm not sure that the activation serial number is used as part of activating the account.
For a Gift Card then you would need an activation number or a unique of code that you know (or the person with the gift card knows) so that they will be able to use it. See below for the steps I followed for my test so you can have a go at replicating it. 1. Login to ecommerce as DemoCustomer 2. Add an Account Activation Product to the Shopping Cart (I chose $30 as the amount for Account Activation – FA-001-30) 3. Do a Quick Checkout 4. Enter the 'Activation Serial Number' (I used 12345678) 5. There is 'No Shipping' because we have a digital product 6. For Payment I chose 'Mail Check/Money Order' 7. Press 'Continue to Final Order Review' 8. Press 'Submit Order' 9. The order is created (Note the Order Number – I got WSCO10000) 10. Logout as DemoCustomer 1. Login to Order Manager as admin 2. Locate the order that has just been created in the 'Order Received List' and click on it 3. The Order details will be displayed. 4. Click on the 'Receive Payment' in the 'Payment Information' box 5. Enter '30' in the box labelled 'Cash' and press 'Save' 6. The Order Details will be redisplayed and will show the payment as received. This will also automatically generate an invoice for the payment and create the Financial Account for DemoCustomer. To view the the new Financial Account details as admin 1. Go to Accounting / Financial Account / Find Financial Account 2. Press 'Find' for the default search options 3. The new Financial Account should be created with type 'Deposit Account' and it should be active. 4. The Financial Account Name should be 'Customer Balance Account' and it will have a Fin Account Code but this is not related to the Activation Serial Number that you entered and I think this is randomly generated. To view the new Financial Account details as DemoCustomer 1. Login as DemoCustomer in ecommerce 2. Click on the 'Profile' link 3. Scroll down to the bottom and you will see the Account details. Now that the financial account has been created for DemoCustomer – during the checkout process a new option will be available for them to pay via this account. The main point to note is that the Financial Account isnt created until the customer payment has been received and validated since it is a prepayment account and not a credit account. If it was a credit account (like a billing account) then the customer could buy products and have them shipped before they paid you any money. Whichever one you want to use will depend on your business processes. Hope this helps. Thanks Sharan Alexander1893 wrote: > > Hi Sharan, > > I already thought, that it should work like that... but actually no > finAccount is created, when I buy the Activation Product... Probably > that's because of the "serial" I have to enter when putting the product > into the shopping cart - what has to be entered here? > > Thanks a lot! > Alexander > > > Sharan-F wrote: >> >> Hi Alexander >> >> When a customer buys the 'Financial Account Activation' product, OFBiz >> creates a new account for that customer (you will be able to see the new >> account under the Accounting / Financial Accounts) and I think it will >> also be added to the view for the customer's party record so you will be >> able to see what the balance of the account is. >> >> The customer can then add credit to the account by paying money in and >> then use that account to pay for other products at a later time – so it's >> a bit like opening a prepayment account. >> >> Financial accounts in OFbiz are also used as part of the Gift Card and >> Certificate functionality and has recently been adapted to handle bank >> accounts. >> >> Here's a link to an old thread about what Financial Accounts can be used >> for that might be useful. >> http://www.nabble.com/forum/ViewPost.jtp?post=20353472&framed=y >> >> >> Hope this helps. >> >> Thanks >> Sharan >> >> >> Alexander1893 wrote: >>> >>> Hi all, >>> >>> in the Demo Data there's a product "Financial Account Activation >>> [FA-001]". >>> >>> Can anyone tell me what this product is meant for? >>> >>> Thanks a lot! >>> >>> Alexander >>> >> >> > > -- View this message in context: http://n4.nabble.com/Demo-Data-Financial-Account-Activation-tp997177p998569.html Sent from the OFBiz - User mailing list archive at Nabble.com.
