Hi Sharan, I know found the service name (was looking in the wrong place... sorry).
But I still not understand how the logic is behind assigning content to a service... Can anyone help here? Thanks Alexander Alexander1893 wrote: > > 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-tp997177p1008792.html Sent from the OFBiz - User mailing list archive at Nabble.com.
