Hi Sharan, with the actual trunk it worked - thanx for that! But still I have a question:
I can't see where the "activation" product is defined as a product creating and charging a finaccount... is that hard-coded or defined in the back-office? thanx a lot for further help. alexander Sharan-F wrote: > > 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-tp997177p1001050.html Sent from the OFBiz - User mailing list archive at Nabble.com.
