Hi James,
I have not tested, but I guess you are right and should create a Jira for that
Thanks for the report
Jacques
Le 04/08/2017 à 04:43, [email protected] a écrit :
Any one familiar with the process below?
-------- Original Message --------
Subject: RE: Credit Memos that Tie to an Invoice
From: <[email protected]>
Date: Tue, July 25, 2017 4:41 am
To: [email protected]
I have tested the returns functionality in Ofbiz and it seems as if the
refund when purchased on a credit card is correct as it creates a
Payment and automatical;y refunds the card. But if an offline payment
is on the order the system still creates a Payment instead of a credit
memo. It seems to me that a credit memo should be created...especially
if the customer has not paid yet. Is the system functioning correct or
am I missing something here?
Thanks,
James
-------- Original Message --------
Subject: Re: Credit Memos that Tie to an Invoice
From: Rishi Solanki <[email protected]>
Date: Fri, July 21, 2017 9:12 pm
To: ofbizuser <[email protected]>
James,
Thanks for your reply, +1 for both incoming and outgoing invoices. For
both
the cases basic services to refund, credit on account already exists and
you just need to use them in your applying algorithm.
Rishi Solanki
Manager, Enterprise Software Development
HotWax Systems Pvt. Ltd.
Direct: +91-9893287847
http://www.hotwaxsystems.com
On Thu, Jul 20, 2017 at 9:27 PM, <[email protected]> wrote:
Thanks Rishi.
If I am applying a Credit based off of a sales order I should know which
invoice was generated. If the invoice has not been paid yet then I
would simply use the credit memo to apply to that invoice. If they
invoice has been paid then the user should have the option to generate a
refund or credit on account. Does that make sense?
Same thing on the Return to Vendor. I should be able to identify which
manufacturer invoice that I want to apply the credit to so when the
credit is created it automatically applies it. This is of course if the
credit is auto generated. If not we should be able to select which
invoices we want to apply it to as it operated today. I think we will
tackle this development.
Thanks,
James
-------- Original Message --------
Subject: Re: Credit Memos that Tie to an Invoice
From: Rishi Solanki <[email protected]>
Date: Thu, July 20, 2017 6:22 am
To: ofbizuser <[email protected]>
James,
You got it correctly, we need to apply it manually. Also it is logical,
like credit memos or credit refunds go on the account, and for that
account
we may have multiple invoices.
Lets suppose we received/paid payment of $100 and we have multiple
invoices
for the account of $50. Lets assume $50 amount with four invoices. As we
received/paid only $100 so we can only apply this payment on two
invoices.
That is why system gave us the flexibility on which invoices user wants
to
apply.
Also user may add her own algorithm to logically apply payment
automatically. For that you may need some customization as per the
requirement to do that.
HTH!
--
Rishi Solanki
Sr Manager, Enterprise Software Development
HotWax Systems Pvt. Ltd.
Direct: +91-9893287847
http://www.hotwaxsystems.com
On Thu, Jul 20, 2017 at 4:31 PM, <[email protected]> wrote:
Am i correct that credit memos or credit refunds simply go on the
account and not automatically applied to a customer invoice or vendor
invoice? This is a manual step to apply credits?
Am I missing something?
Thanks,
James
-------- Original Message --------
Subject: Credit Memos that Tie to an Invoice
From: <[email protected]>
Date: Mon, July 10, 2017 5:21 am
To: [email protected]
We are working with returns and we recently noticed that the system
creates a Payment to the customer. Is there a way to create a credit
memo instead of a payment? or decide on the return if a credit vs
payment is created? Also is there a way to relate a credit memo to the
original invoice that is getting credited out?
Thanks,
James
