Hi all, I know had a deeper look at the service etc. The service is used to create a FinAccount for the user and charge it with the amount of the product. That works fine - but each time the product is bought a new FinAccount is created. I can't see any possibility at the moment to only create a FinAccount once for each user and after the first creation just charge the Account evertime the user buys a product e.g. "FinAccount Reload".
Can anyone help here? Probably I will have to write a new service for that or can I use an existing one? For gift cards there's such a "Reload"-product... Thanks a lot for any help! Alexander Alexander1893 wrote: > > 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-tp997177p1008823.html Sent from the OFBiz - User mailing list archive at Nabble.com.
