AW: Process to remind sales invoice not paid

[c.schinzer]

I would aproach this via a nightly job fetching all unaid invoices and sending a mail (or put a letter on a printer queue).

Check Service Engine, ECAs and minilanguage to build that.

That's "theory" so far. I need to build something very similar and I am about to implement.

Any guidance from the more experienced is pf course appreciated:

+ where have respective ECAs already been defined?
+ is there a nice example lookup service defined in minlang that we could use to derive our respective ones?
+ where would I place related E-Mail (.ftl) and PDF (.fo.ftl) templates?

Thanks for yozr comments.
Regards


Carsten




------Originalnachricht------
Von: Nicolas Malin
An:[hidden email]
Antwort an:[hidden email]
Betreff: Process to remind sales invoice not paid
Gesendet: 14. Jun. 2012 09:20

Hi,

I checked with OFBiz if is possible to have a process to remind to a
customer by letter an invoice that the due date is past and isn't paid.
I don't found with ootb, this process exist in OFBiz ?

Else I made on enhancement :
  * Add an entity CommunicationEventInvoice
  * Add entry menu Reminder Invoice on invoice menu when not paid and
due date past
  * Add screenlet on invoiceOverview to list all reminder do on this invoice
  * Add print button to keep the letter to post

Idea, When an accountant click on Reminder Invoice button, a service
create a communicationEvent with reasonEnumId "REMINDER_INVOICE" and
associate it with invoice. When you list all reminder, you list
communicationEvent associate.

The first version works only on one invoice, but it possible to improve
with many invoice on one communication Event or use a dedicate screen to
write a specific reminder.

if it interests, I will open an issue

Nicolas

--
Nicolas MALIN
Consultant
Tél : [phone]
Site projet : http://www.neogia.org/
-------
Société LibrenBerry
Tél : [phone]
Site : http://www.librenberry.net/



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[Jacques Le Roux]

Hi Nicolas, Carsten,

This would be a good contribution for order component it seems... You could share throuhg a Jira maybe...

Jacques


From: <[hidden email]>

>I would aproach this via a nightly job fetching all unaid invoices and sending a mail (or put a letter on a printer queue).
>
> Check Service Engine, ECAs and minilanguage to build that.
>
> That's "theory" so far. I need to build something very similar and I am about to implement.
>
> Any guidance from the more experienced is pf course appreciated:
>
> + where have respective ECAs already been defined?
> + is there a nice example lookup service defined in minlang that we could use to derive our respective ones?
> + where would I place related E-Mail (.ftl) and PDF (.fo.ftl) templates?
>
> Thanks for yozr comments.
> Regards
>
>
> Carsten
>
>
>
>
> ------Originalnachricht------
> Von: Nicolas Malin
> An:[hidden email]
> Antwort an:[hidden email]
> Betreff: Process to remind sales invoice not paid
> Gesendet: 14. Jun. 2012 09:20
>
> Hi,
>
> I checked with OFBiz if is possible to have a process to remind to a
> customer by letter an invoice that the due date is past and isn't paid.
> I don't found with ootb, this process exist in OFBiz ?
>
> Else I made on enhancement :
>  * Add an entity CommunicationEventInvoice
>  * Add entry menu Reminder Invoice on invoice menu when not paid and
> due date past
>  * Add screenlet on invoiceOverview to list all reminder do on this invoice
>  * Add print button to keep the letter to post
>
> Idea, When an accountant click on Reminder Invoice button, a service
> create a communicationEvent with reasonEnumId "REMINDER_INVOICE" and
> associate it with invoice. When you list all reminder, you list
> communicationEvent associate.
>
> The first version works only on one invoice, but it possible to improve
> with many invoice on one communication Event or use a dedicate screen to
> write a specific reminder.
>
> if it interests, I will open an issue
>
> Nicolas
>
> --
> Nicolas MALIN
> Consultant
> Tél : [phone]
> Site projet : http://www.neogia.org/
> -------
> Société LibrenBerry
> Tél : [phone]
> Site : http://www.librenberry.net/
>
>
>
> Gesendet mit BlackBerry® Webmail von Telekom Deutschland
>

[Pierre Smits]

Carsten,

I agree that such a solution might be useful to organisations with large
volumes of invoices.

Question I have though is: how do we enable management of this solution?
Meaning, end users need to be able to setup (a) print queue(s) themselves.
Or did you have a programmatic solution in mind, whereby a system admin or
a programmers modifies a config file in the system?

Regards,

Pierre

2012/6/14 <[hidden email]>

> I would aproach this via a nightly job fetching all unaid invoices and
> sending a mail (or put a letter on a printer queue).
>
> Check Service Engine, ECAs and minilanguage to build that.
>
> That's "theory" so far. I need to build something very similar and I am
> about to implement.
>
> Any guidance from the more experienced is pf course appreciated:
>
> + where have respective ECAs already been defined?
> + is there a nice example lookup service defined in minlang that we could
> use to derive our respective ones?
> + where would I place related E-Mail (.ftl) and PDF (.fo.ftl) templates?
>
> Thanks for yozr comments.
> Regards
>
>
> Carsten
>
>
>
>
> ------Originalnachricht------
> Von: Nicolas Malin
> An:[hidden email]
> Antwort an:[hidden email]
> Betreff: Process to remind sales invoice not paid
> Gesendet: 14. Jun. 2012 09:20
>
> Hi,
>
> I checked with OFBiz if is possible to have a process to remind to a
> customer by letter an invoice that the due date is past and isn't paid.
> I don't found with ootb, this process exist in OFBiz ?
>
> Else I made on enhancement :
>  * Add an entity CommunicationEventInvoice
>  * Add entry menu Reminder Invoice on invoice menu when not paid and
> due date past
>  * Add screenlet on invoiceOverview to list all reminder do on this invoice
>  * Add print button to keep the letter to post
>
> Idea, When an accountant click on Reminder Invoice button, a service
> create a communicationEvent with reasonEnumId "REMINDER_INVOICE" and
> associate it with invoice. When you list all reminder, you list
> communicationEvent associate.
>
> The first version works only on one invoice, but it possible to improve
> with many invoice on one communication Event or use a dedicate screen to
> write a specific reminder.
>
> if it interests, I will open an issue
>
> Nicolas
>
> --
> Nicolas MALIN
> Consultant
> Tél : [phone]
> Site projet : http://www.neogia.org/
> -------
> Société LibrenBerry
> Tél : [phone]
> Site : http://www.librenberry.net/
>
>
>
> Gesendet mit BlackBerry® Webmail von Telekom Deutschland

[c.schinzer]

Hi Pierre,

I was just assuming that some old-school businesses (like I have 3+) would rather want to print out and 'snail mail' I.e. Use Post Service instead of e-mail (you won't believe how conservative people are getting over here these days ...)

The 'print queue' could very well be a Communication Event withint ofbiz assigning a print task to an agent who will print the invoices out, envbelope and carry to the Mail Office :)

... Just an Idea.

Regards


Carsten

PS: I was really not imagining to enable a local print queue through the OFBIz platform.

Gesendet mit BlackBerry® Webmail von Telekom Deutschland  

-----Original Message-----
From: Pierre Smits <[hidden email]>
Date: Thu, 14 Jun 2012 11:35:15
To: <[hidden email]>; <[hidden email]>
Subject: Re: Process to remind sales invoice not paid

Carsten,

I agree that such a solution might be useful to organisations with large
volumes of invoices.

Question I have though is: how do we enable management of this solution?
Meaning, end users need to be able to setup (a) print queue(s) themselves.
Or did you have a programmatic solution in mind, whereby a system admin or
a programmers modifies a config file in the system?

Regards,

Pierre

2012/6/14 <[hidden email]>

> I would aproach this via a nightly job fetching all unaid invoices and
> sending a mail (or put a letter on a printer queue).
>
> Check Service Engine, ECAs and minilanguage to build that.
>
> That's "theory" so far. I need to build something very similar and I am
> about to implement.
>
> Any guidance from the more experienced is pf course appreciated:
>
> + where have respective ECAs already been defined?
> + is there a nice example lookup service defined in minlang that we could
> use to derive our respective ones?
> + where would I place related E-Mail (.ftl) and PDF (.fo.ftl) templates?
>
> Thanks for yozr comments.
> Regards
>
>
> Carsten
>
>
>
>
> ------Originalnachricht------
> Von: Nicolas Malin
> An:[hidden email]
> Antwort an:[hidden email]
> Betreff: Process to remind sales invoice not paid
> Gesendet: 14. Jun. 2012 09:20
>
> Hi,
>
> I checked with OFBiz if is possible to have a process to remind to a
> customer by letter an invoice that the due date is past and isn't paid.
> I don't found with ootb, this process exist in OFBiz ?
>
> Else I made on enhancement :
>  * Add an entity CommunicationEventInvoice
>  * Add entry menu Reminder Invoice on invoice menu when not paid and
> due date past
>  * Add screenlet on invoiceOverview to list all reminder do on this invoice
>  * Add print button to keep the letter to post
>
> Idea, When an accountant click on Reminder Invoice button, a service
> create a communicationEvent with reasonEnumId "REMINDER_INVOICE" and
> associate it with invoice. When you list all reminder, you list
> communicationEvent associate.
>
> The first version works only on one invoice, but it possible to improve
> with many invoice on one communication Event or use a dedicate screen to
> write a specific reminder.
>
> if it interests, I will open an issue
>
> Nicolas
>
> --
> Nicolas MALIN
> Consultant
> Tél : [phone]
> Site projet : http://www.neogia.org/
> -------
> Société LibrenBerry
> Tél : [phone]
> Site : http://www.librenberry.net/
>
>
>
> Gesendet mit BlackBerry® Webmail von Telekom Deutschland

[Malin Nicolas]

Carsten,

For your requirement, you can look my issue
https://issues.apache.org/jira/browse/OFBIZ-4938 and add a service that
search not paid invoice without commEvent or a commEvent more the X days
old.

After use EmailTemplateSetting configuration to send mail.

Nicolas

Le 14/06/2012 09:37, [hidden email] a écrit :

> I would aproach this via a nightly job fetching all unaid invoices and sending a mail (or put a letter on a printer queue).
>
> Check Service Engine, ECAs and minilanguage to build that.
>
> That's "theory" so far. I need to build something very similar and I am about to implement.
>
> Any guidance from the more experienced is pf course appreciated:
>
> + where have respective ECAs already been defined?
> + is there a nice example lookup service defined in minlang that we could use to derive our respective ones?
> + where would I place related E-Mail (.ftl) and PDF (.fo.ftl) templates?
>
> Thanks for yozr comments.
> Regards
>
>
> Carsten
>
>
>
>
> ------Originalnachricht------
> Von: Nicolas Malin
> An:[hidden email]
> Antwort an:[hidden email]
> Betreff: Process to remind sales invoice not paid
> Gesendet: 14. Jun. 2012 09:20
>
> Hi,
>
> I checked with OFBiz if is possible to have a process to remind to a
> customer by letter an invoice that the due date is past and isn't paid.
> I don't found with ootb, this process exist in OFBiz ?
>
> Else I made on enhancement :
>    * Add an entity CommunicationEventInvoice
>    * Add entry menu Reminder Invoice on invoice menu when not paid and
> due date past
>    * Add screenlet on invoiceOverview to list all reminder do on this invoice
>    * Add print button to keep the letter to post
>
> Idea, When an accountant click on Reminder Invoice button, a service
> create a communicationEvent with reasonEnumId "REMINDER_INVOICE" and
> associate it with invoice. When you list all reminder, you list
> communicationEvent associate.
>
> The first version works only on one invoice, but it possible to improve
> with many invoice on one communication Event or use a dedicate screen to
> write a specific reminder.
>
> if it interests, I will open an issue
>
> Nicolas
>

--
Nicolas MALIN
Consultant
Tél : [phone]
Site projet : http://www.neogia.org/
-------
Société LibrenBerry
Tél : [phone]
Site : http://www.librenberry.net/