Demo Data - Financial Account Activation

[Alexander1893]

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

[Sharan-F]

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

[Alexander1893]

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

[Sharan-F]

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

[Alexander1893]

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

[Sharan-F]

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

[Alexander1893]

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

[Charles Tjandra]

Hi All,

Wondering the language code at the uiLabelMap for INDIA and INDONESIA.
INDONESIAN is using "in" instead of "id" inside uiLabelMap. Meanwhile, in - setSession -
is used "id" for INDONESIAN as GeoData. As standard "in" code is for INDIA.

If "in" is used for Indonesian, then, for INDIA ... using .. "en_IN" English INDIA???
Forbidden using "in_HI" ...for dialect; it will goes to INDONESIAN dialect.

Any opinion?
Thanks


- Charles TJ

===============

[Alexander1893]

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

[Alexander1893]

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

[Erwan de FERRIERES-3]

Hi,

your message seems to be lost in another non related thread. Could you
just resend it, but from creating a *new* message, and not from using
another one as template ?

Thanks,

Le 07/01/2010 13:28, Charles TJ - SELC Sales Div a écrit :

>
> Hi All,
>
> Wondering the language code at the uiLabelMap for INDIA and INDONESIA.
> INDONESIAN is using "in" instead of "id" inside uiLabelMap. Meanwhile, in - setSession -
> is used "id" for INDONESIAN as GeoData. As standard "in" code is for INDIA.
>
> If "in" is used for Indonesian, then, for INDIA ... using .. "en_IN" English INDIA???
> Forbidden using "in_HI" ...for dialect; it will goes to INDONESIAN dialect.
>
> Any opinion?
> Thanks
>
>
> - Charles TJ
>
> ===============
>
>
>
>

--
Erwan de FERRIERES
www.nereide.biz