Billing Account question

[Rick F.]

 
  Merry Christmas,
   
  I have downloaded opentaps(OfBiz) and I'm trying it out. After having setup a customer and associated billing account, I'm unclear on how to use it as a method of payment so that I can complete the sales order. I'd appreciate some pointers, or if you can send me in the right direction on more complete user documentation I'd really appreciate that as I've read most of what I see available and need a little more direction. As I go through the process, I'd be more than willing to make any general notes on implementation available to this forum.
   
  I own a Parts and Service company in Denver CO. We're a hybrid wholesale, retail parts sales and inhome, appliance service operation. Our parts database is ~1 mil items. Our warehouse stocks 10,000+ items. This package is very appealing with it's web integration. Our industry only has very proprietary software choices.
   
  I'll contribute back in any way that I can.
   
  Rick Fleming, OCP
  Bear Valley Appliance, Denver

[Si Chen-2]

Richard Fleming wrote:

>  
>   Merry Christmas,
>    
>   I have downloaded opentaps(OfBiz) and I'm trying it out. After having setup a customer and associated billing account, I'm unclear on how to use it as a method of payment so that I can complete the sales order. I'd appreciate some pointers, or if you can send me in the right direction on more complete user documentation I'd really appreciate that as I've read most of what I see available and need a little more direction. As I go through the process, I'd be more than willing to make any general notes on implementation available to this forum.
>    
>   I own a Parts and Service company in Denver CO. We're a hybrid wholesale, retail parts sales and inhome, appliance service operation. Our parts database is ~1 mil items. Our warehouse stocks 10,000+ items. This package is very appealing with it's web integration. Our industry only has very proprietary software choices.
>    
>   I'll contribute back in any way that I can.
>    
>   Rick Fleming, OCP
>   Bear Valley Appliance, Denver
>
>  

During order checkout the billing account can be selected as a payment
method, and then when the order is shipped, the billing account is charged.

We also put in a couple of new links to receive and pay with billing
accounts this week.

Si

[Cameron Smith-6]

Si, what tag was this fixed in? I am also coincidentally having trouble with this.  I have given my customer the role of Bill-to customer, and created a billing acct associated with him, as per the OpenTAPs user documentation.

However when I go to check out, no billing account appears as a payment method.

I am using ofbiz_opentaps_473442

cameron

----- Original Message ----
From: Si Chen <[hidden email]>
To: [hidden email]
Sent: Wednesday, 20 December, 2006 9:48:30 PM
Subject: Re: Billing Account question

Richard Fleming wrote:

>  
>   Merry Christmas,
>    
>   I have downloaded opentaps(OfBiz) and I'm trying it out. After having setup a customer and associated billing account, I'm unclear on how to use it as a method of payment so that I can complete the sales order. I'd appreciate some pointers, or if you can send me in the right direction on more complete user documentation I'd really appreciate that as I've read most of what I see available and need a little more direction. As I go through the process, I'd be more than willing to make any general notes on implementation available to this forum.
>    
>   I own a Parts and Service company in Denver CO. We're a hybrid wholesale, retail parts sales and inhome, appliance service operation. Our parts database is ~1 mil items. Our warehouse stocks 10,000+ items. This package is very appealing with it's web integration. Our industry only has very proprietary software choices.
>    
>   I'll contribute back in any way that I can.
>    
>   Rick Fleming, OCP
>   Bear Valley Appliance, Denver
>
>  

During order checkout the billing account can be selected as a payment
method, and then when the order is shipped, the billing account is charged.

We also put in a couple of new links to receive and pay with billing
accounts this week.

Si




Send instant messages to your online friends http://uk.messenger.yahoo.com

[Rick F.]

Si,
   
  I downloaded the latest this morning and tried again. Still, billing account options only seem to exist when using the WebStore checkout. When I select the RetailStore -> Phone channel, the billing account option doesn't present itself. Do I need to set up something in the RetailStore so that billing account options show up?
   
  Merry Christmas
  Rick

Si Chen <[hidden email]> wrote:
  Richard Fleming wrote:

>
> Merry Christmas,
>
> I have downloaded opentaps(OfBiz) and I'm trying it out. After having setup a customer and associated billing account, I'm unclear on how to use it as a method of payment so that I can complete the sales order. I'd appreciate some pointers, or if you can send me in the right direction on more complete user documentation I'd really appreciate that as I've read most of what I see available and need a little more direction. As I go through the process, I'd be more than willing to make any general notes on implementation available to this forum.
>
> I own a Parts and Service company in Denver CO. We're a hybrid wholesale, retail parts sales and inhome, appliance service operation. Our parts database is ~1 mil items. Our warehouse stocks 10,000+ items. This package is very appealing with it's web integration. Our industry only has very proprietary software choices.
>
> I'll contribute back in any way that I can.
>
> Rick Fleming, OCP
> Bear Valley Appliance, Denver
>
>

During order checkout the billing account can be selected as a payment
method, and then when the order is shipped, the billing account is charged.

We also put in a couple of new links to receive and pay with billing
accounts this week.

Si

[David E Jones-2]

In order for a ProductStore to allow a billing account payment there  
must be a ProductStorePaymentSetting with a paymentMethodTypeId of  
EXT_BILLACT.

Generally retail stores don't do much B2B stuff, so it's not setup  
there. You can test this with the "OFBiz E-Commerce Store" demo  
ProductStore.

-David


On Dec 24, 2006, at 7:04 AM, Richard Fleming wrote:

> Si,
>
>   I downloaded the latest this morning and tried again. Still,  
> billing account options only seem to exist when using the WebStore  
> checkout. When I select the RetailStore -> Phone channel, the  
> billing account option doesn't present itself. Do I need to set up  
> something in the RetailStore so that billing account options show up?
>
>   Merry Christmas
>   Rick
>
> Si Chen <[hidden email]> wrote:
>   Richard Fleming wrote:
>>
>> Merry Christmas,
>>
>> I have downloaded opentaps(OfBiz) and I'm trying it out. After  
>> having setup a customer and associated billing account, I'm  
>> unclear on how to use it as a method of payment so that I can  
>> complete the sales order. I'd appreciate some pointers, or if you  
>> can send me in the right direction on more complete user  
>> documentation I'd really appreciate that as I've read most of what  
>> I see available and need a little more direction. As I go through  
>> the process, I'd be more than willing to make any general notes on  
>> implementation available to this forum.
>>
>> I own a Parts and Service company in Denver CO. We're a hybrid  
>> wholesale, retail parts sales and inhome, appliance service  
>> operation. Our parts database is ~1 mil items. Our warehouse  
>> stocks 10,000+ items. This package is very appealing with it's web  
>> integration. Our industry only has very proprietary software choices.
>>
>> I'll contribute back in any way that I can.
>>
>> Rick Fleming, OCP
>> Bear Valley Appliance, Denver
>>
>>
> During order checkout the billing account can be selected as a payment
> method, and then when the order is shipped, the billing account is  
> charged.
>
> We also put in a couple of new links to receive and pay with billing
> accounts this week.
>
> Si
>