Brad--
If the payment isn't being automatically processed (credit cards or
EFT), you can apply a payment to an order from the order information
screen (look under the "Payment Information" header for the "Receive
Payment" link). I assume that the online payment processing is
triggered later in the process. Assuming your ProductStore settings
are correct -- see my recent angst-ridden plea for more details --
once an order is approved, it should automatically show up in the
Facility Manager's section for picking. With regard to needing an
Invoice to apply a Payment, I wouldn't think that would be necessary
(at least I HOPE not, since I regularly need to apply payments to
unfulfilled orders), but I can't say with any certainty because I'm
not to that point in writing my organization's new operations manual
yet. (Send me an email in another week or so if you want an update.)
Good luck!
--NCH
On 18 Jul 2008, at 4:13 PM, Bradley Plies wrote:
> I am looking for information on the workflow process and the
> lifecycle of an order within OFBIZ (4.0 release).
>
> So far I know that orders are created either as a Sales Order
> through eCommerce or manually created via "Order Entry" within the
> Order application. Next I know that an order needs to be
> "Approved." After that it gets really fuzzy on what the rest of the
> process is especially in the areas of accounting (Accounting) and
> fulfillment (Facility).
>
> Do you wait for the order to be paid first? You cannot apply a
> payment until the order has an Invoice. To make an Invoice, it
> "seems" you have to ship the order first. So that makes me think
> that you can only apply payments AFTER you send an order - that
> clearly isn't right.
>
> Can anyone help me make sense of the process? Does the process
> (that I call "workflow") have anything to do with the WorkEffort
> application?
>
> Brad
>
Locked
