Hi Sharan, thanks for the reply. But actually I can't see anywhere the field "Service Name"... I just see "Product Content Type Id Fulfillment External (Async)" on the Screen
Any further help? Thanks Alexander Sharan-F wrote: > > Hi Alexander > > Are you are asking about what triggers the creation of the financial > account from the FA-001 product ? If so then this might help. > > 1. Login to Catalog Manager as admin > 2. Find the 'FA-001' product > 3. Click on the 'Content' tab > 4. You will see that there is a content entry called 'FA-ACTIVATION' . > 5. Click on the 'FA-ACTIVATION' under the 'Edit Content' column and it > will take you to the content entry for 'FA-ACTIVATION'. > 6. In the 'Service Name' field you will see that there is a service > associated with this entry called 'createPartyFinAccountFromPurchase'. > > I think that it this service that asynchronously creates the financial > account for the product but am not sure if there are other rules around > it. > > Hope this helps. > > Thanks > Sharan > > > Alexander1893 wrote: >> >> 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-tp997177p1008743.html Sent from the OFBiz - User mailing list archive at Nabble.com.
