Hello Pierre,
Thanks for your contribution. Trying to get more understanding on how the
enhanced version in Payment and Sales transaction works I found that. it
utilizes the 'GlAccountClassId' for filtering the accounts in relation with
the transaction type as per the following DOM snippet. Do you know how to
use the same for other transaction types? e.g. if the transaction type is
'Receipt', what GlAccountClassId classes to use to filter debit and credit
accounts?
<a class="buttontext"
href="/accounting/control/CreateAcctgTransAndEntries?acctgTransTypeId=PAYMENT_ACCTG_TRANS&creditGlAccountClassId=CURRENT_LIABILITY&organizationPartyId=Company&debitGlAccountClassId=CASH_EQUIVALENT">
Create Payment Accounting Transaction </a>
Regards,
Emad
On Wed, Apr 24, 2024 at 9:27 PM Pierre Smits <[email protected]> wrote:
> HI Emad,
> Thank you for reaching out.
>
> I have put some feedback inline.
>
> Met vriendelijke groet,
>
> Pierre
>
>
> On Tue, Apr 16, 2024 at 5:26 PM Emad Radwan <[email protected]> wrote:
>
>> Hello Community,
>>
>> Ofbiz provides many ways to create transactions manually. Under accounting
>> summary, there are two links to 'Create Sales Accounting Transaction' and
>> 'Create Payment Accounting Transaction' where the following screens come
>> populated with meaningful - valid - options in both Dropdowns for Debit Gl
>> account Id and Credit Gl account id. This is good as it prevents the user
>> from entering wrong / unrelated account Ids based on the transaction type.
>>
>
> Thanks. It good to see that OFBiz Accounting is being used.
>
>
>> On the other hand, the other forms for creating transactions don't provide
>> such filtering of the accounts allowing the user to select any value in
>> the
>> three dropdowns - transaction type, debit and credit -.
>
>
> My question is why?
>> Are there cases - accounting-wise - that requires this kind of flexibility
>> and depend on the user to select the right account while opening the door
>> for entering nonrelated data? e.g. what would it mean to select Accounts
>> Receivable in the two entries of the transaction?
>>
>
> I can only think of the situation that the original development was done a
> bit hastily to just have the functionality in, catering to all use-cases.
> And after that a different contributor added the functionality under the
> Accounting Summary and did the additional stuff to have a good
> differentiation between the two functions for Sales Accounting Transaction
> and Payment Transaction.
>
> As you may have noticed in demo-trunk, I contributed the MainActionMenu (
> https://demo-trunk.ofbiz.apache.org/accounting/control/main) that has the
> functionality to trigger the create of a Accounting Transaction.
>
> If you feel that form could do with a bit of improvement, please create a
> new ticket in our JIRA and I will work it into my list of priorities to do.
>
> Thanks, and best regards,
>
>
>>
>> Regards,
>> Emad
>>
>
