Possible Error Creating New Deposit Payments
Locked
 
|
Hi
I writing up some online help documentation for the new functionality for Financial Accounts and I think I've come across a minor bug or inconsistency. Steps to duplicate are as follows: 1. Go to 'Accounting / Financial Accounts / Main' 2. Select Fin Account Id '9000' Standard Chartered 3. Click on the 'Deposit/Withdraw' tab 4. Press 'Find' (By default a list of demo data transactions displayed. This is fine – no problems here) 5. Next press the 'Create New Deposit Payment' button and add details as follows: Add a 'Customer Payment' Payment Method Type 'Cash' Leave Credit Card details blank, From Party Id 'DemoCustomer', To Party Id' 'Company' Effective Date = current date and time Amount = 99 (Any memorable amount will do!) Click the 'Deposit Payment in : Standard Charted' box 6. Press the 'Create' button 7. The new payment and deposit transactions are created. Here is where I see the inconsistency... Press 'Find' again on the 'Deposit / Withdraw' tab and and you will see that the new deposit payment transaction is not displayed. This means that you cant add it to a batch payment group or make a deposit slip for it. However if you use the 'Transactions' tab for the Standard Chartered Financial Account you will see that the deposit payment transaction does appear in the list of Standard Chartered transactions and also that the payment transaction has been created correctly. This also happens when you create a New Withdrawal Payment too. I would have expected them to be displayed. Does anyone know if this is the expected behaviour - if it isnt then I'll create a Jira. Thanks Sharan |
Re: Possible Error Creating New Deposit Payments
|
|
Sharan,
Behavior you see is as per the implementation plan. The process you defined in point 5 does not create "Deposit Slip (Payment Group)" but it does create financial account transaction. I think it will be good if we created Deposit slip as well but it just depends. I implemented what was spelled in requirements. If few expert users on this list agree I will not mind adding extra bit of code that will create Deposit Slip for each payment that gets created using process defined in point 5. Anil Patel HotWax Media Inc http://www.hotwaxmedia.com On Oct 4, 2009, at 2:43 AM, Sharan-F wrote: > > Hi > > I writing up some online help documentation for the new > functionality for > Financial Accounts and I think I've come across a minor bug or > inconsistency. Steps to duplicate are as follows: > > 1. Go to 'Accounting / Financial Accounts / Main' > 2. Select Fin Account Id '9000' Standard Chartered > 3. Click on the 'Deposit/Withdraw' tab > 4. Press 'Find' (By default a list of demo data transactions > displayed. This > is fine – no problems here) > 5. Next press the 'Create New Deposit Payment' button and add > details as > follows: > Add a 'Customer Payment' > Payment Method Type 'Cash' > Leave Credit Card details blank, > From Party Id 'DemoCustomer', > To Party Id' 'Company' > Effective Date = current date and time > Amount = 99 (Any memorable amount will do!) > Click the 'Deposit Payment in : Standard Charted' box > 6. Press the 'Create' button > 7. The new payment and deposit transactions are created. > > Here is where I see the inconsistency... > Press 'Find' again on the 'Deposit / Withdraw' tab and and you will > see that > the new deposit payment transaction is not displayed. This means > that you > cant add it to a batch payment group or make a deposit slip for it. > > However if you use the 'Transactions' tab for the Standard Chartered > Financial Account you will see that the deposit payment transaction > does > appear in the list of Standard Chartered transactions and also that > the > payment transaction has been created correctly. > > This also happens when you create a New Withdrawal Payment too. I > would have > expected them to be displayed. > > Does anyone know if this is the expected behaviour - if it isnt then > I'll > create a Jira. > > Thanks > Sharan > -- > View this message in context: http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25735332.html > Sent from the OFBiz - User mailing list archive at Nabble.com. > |
|
|
Hi Anil
Thanks for your reply. Is there a copy of the implementation plan or development specification available that I can take a look at? I just want to check things out and do some more testing as I dont want the creation of a deposit slip for these payments to mess up the process. One thing I notice is that the deposit slip generation functionality adds the payment transaction to the financial account and links it to the deposit slip. If creating the New Deposit Payment already adds a payment transaction to the financial account transactions list - will changing it so that it can generate a deposit slip duplicate the financial account transaction? Also if the transaction is already appears on the financial account transactions list then does this mean that it has already been deposited? These are the type of questions that I'd like to investigate and I think taking a look at the spec will help. One other point on the screen consistency side – is that normally if you have 'Find' screen with 'Create' buttons on it, if you do use the Create buttons to create an entry then you would expect to be able to use the 'Find' button to find it afterwards. Just my thoughts..... Anyway let me know if its possible to see the spec and I'll see how I can help. Thanks Sharan
|
Re: Possible Error Creating New Deposit Payments
Administrator
|
In reply to this post by Anil Patel-3
Hi Anil, Sharan,
I'd be interested too to see the implementation plan or development specification too. BTW it's maybe published somewhere ? If not I think it should... Jacques From: "Sharan-F" <[hidden email]> > > Hi Anil > > Thanks for your reply. > > Is there a copy of the implementation plan or development specification > available that I can take a look at? I just want to check things out and do > some more testing as I dont want the creation of a deposit slip for these > payments to mess up the process. > > One thing I notice is that the deposit slip generation functionality adds > the payment transaction to the financial account and links it to the deposit > slip. > > If creating the New Deposit Payment already adds a payment transaction to > the financial account transactions list - will changing it so that it can > generate a deposit slip duplicate the financial account transaction? Also if > the transaction is already appears on the financial account transactions > list then does this mean that it has already been deposited? These are the > type of questions that I'd like to investigate and I think taking a look at > the spec will help. > > One other point on the screen consistency side – is that normally if you > have 'Find' screen with 'Create' buttons on it, if you do use the Create > buttons to create an entry then you would expect to be able to use the > 'Find' button to find it afterwards. Just my thoughts..... > > Anyway let me know if its possible to see the spec and I'll see how I can > help. > > Thanks > Sharan > > > Anil Patel-3 wrote: >> >> Sharan, >> Behavior you see is as per the implementation plan. The process you >> defined in point 5 does not create "Deposit Slip (Payment Group)" but >> it does create financial account transaction. >> >> I think it will be good if we created Deposit slip as well but it just >> depends. I implemented what was spelled in requirements. If few expert >> users on this list agree I will not mind adding extra bit of code that >> will create Deposit Slip for each payment that gets created using >> process defined in point 5. >> >> Anil Patel >> HotWax Media Inc >> http://www.hotwaxmedia.com >> >> On Oct 4, 2009, at 2:43 AM, Sharan-F wrote: >> >>> >>> Hi >>> >>> I writing up some online help documentation for the new >>> functionality for >>> Financial Accounts and I think I've come across a minor bug or >>> inconsistency. Steps to duplicate are as follows: >>> >>> 1. Go to 'Accounting / Financial Accounts / Main' >>> 2. Select Fin Account Id '9000' Standard Chartered >>> 3. Click on the 'Deposit/Withdraw' tab >>> 4. Press 'Find' (By default a list of demo data transactions >>> displayed. This >>> is fine – no problems here) >>> 5. Next press the 'Create New Deposit Payment' button and add >>> details as >>> follows: >>> Add a 'Customer Payment' >>> Payment Method Type 'Cash' >>> Leave Credit Card details blank, >>> From Party Id 'DemoCustomer', >>> To Party Id' 'Company' >>> Effective Date = current date and time >>> Amount = 99 (Any memorable amount will do!) >>> Click the 'Deposit Payment in : Standard Charted' box >>> 6. Press the 'Create' button >>> 7. The new payment and deposit transactions are created. >>> >>> Here is where I see the inconsistency... >>> Press 'Find' again on the 'Deposit / Withdraw' tab and and you will >>> see that >>> the new deposit payment transaction is not displayed. This means >>> that you >>> cant add it to a batch payment group or make a deposit slip for it. >>> >>> However if you use the 'Transactions' tab for the Standard Chartered >>> Financial Account you will see that the deposit payment transaction >>> does >>> appear in the list of Standard Chartered transactions and also that >>> the >>> payment transaction has been created correctly. >>> >>> This also happens when you create a New Withdrawal Payment too. I >>> would have >>> expected them to be displayed. >>> >>> Does anyone know if this is the expected behaviour - if it isnt then >>> I'll >>> create a Jira. >>> >>> Thanks >>> Sharan >>> -- >>> View this message in context: >>> http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25735332.html >>> Sent from the OFBiz - User mailing list archive at Nabble.com. >>> >> >> >> > > -- > View this message in context: http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25741881.html > Sent from the OFBiz - User mailing list archive at Nabble.com. > > |
|
|
Hi Jacques
Just for information - I've done some more testing here and have also been chatting to Anil off the mailing lists about this and the process flow is fine. It's just knowing what to do and what is supposed to happen at each step. In my case the it was was ticking the 'Deposit in Standard Chartered ' tickbox that caused this misunderstanding. Anyway I've documented what I've found out in the online help. Thanks Sharan
|
Re: Possible Error Creating New Deposit Payments
|
Administrator
|
Hi Sharan,
Thanks for the update Jacques From: "Sharan-F" <[hidden email]> > Hi Jacques > > Just for information - I've done some more testing here and have also been > chatting to Anil off the mailing lists about this and the process flow is > fine. It's just knowing what to do and what is supposed to happen at each > step. In my case the it was was ticking the 'Deposit in Standard Chartered ' > tickbox that caused this misunderstanding. Anyway I've documented what I've > found out in the online help. > > Thanks > Sharan > > > Jacques Le Roux wrote: >> >> Hi Anil, Sharan, >> >> I'd be interested too to see the implementation plan or development >> specification too. >> BTW it's maybe published somewhere ? If not I think it should... >> >> Jacques >> >> From: "Sharan-F" <[hidden email]> >>> >>> Hi Anil >>> >>> Thanks for your reply. >>> >>> Is there a copy of the implementation plan or development specification >>> available that I can take a look at? I just want to check things out and >>> do >>> some more testing as I dont want the creation of a deposit slip for these >>> payments to mess up the process. >>> >>> One thing I notice is that the deposit slip generation functionality adds >>> the payment transaction to the financial account and links it to the >>> deposit >>> slip. >>> >>> If creating the New Deposit Payment already adds a payment transaction to >>> the financial account transactions list - will changing it so that it >>> can >>> generate a deposit slip duplicate the financial account transaction? Also >>> if >>> the transaction is already appears on the financial account transactions >>> list then does this mean that it has already been deposited? These are >>> the >>> type of questions that I'd like to investigate and I think taking a look >>> at >>> the spec will help. >>> >>> One other point on the screen consistency side – is that normally if you >>> have 'Find' screen with 'Create' buttons on it, if you do use the Create >>> buttons to create an entry then you would expect to be able to use the >>> 'Find' button to find it afterwards. Just my thoughts..... >>> >>> Anyway let me know if its possible to see the spec and I'll see how I can >>> help. >>> >>> Thanks >>> Sharan >>> >>> >>> Anil Patel-3 wrote: >>>> >>>> Sharan, >>>> Behavior you see is as per the implementation plan. The process you >>>> defined in point 5 does not create "Deposit Slip (Payment Group)" but >>>> it does create financial account transaction. >>>> >>>> I think it will be good if we created Deposit slip as well but it just >>>> depends. I implemented what was spelled in requirements. If few expert >>>> users on this list agree I will not mind adding extra bit of code that >>>> will create Deposit Slip for each payment that gets created using >>>> process defined in point 5. >>>> >>>> Anil Patel >>>> HotWax Media Inc >>>> http://www.hotwaxmedia.com >>>> >>>> On Oct 4, 2009, at 2:43 AM, Sharan-F wrote: >>>> >>>>> >>>>> Hi >>>>> >>>>> I writing up some online help documentation for the new >>>>> functionality for >>>>> Financial Accounts and I think I've come across a minor bug or >>>>> inconsistency. Steps to duplicate are as follows: >>>>> >>>>> 1. Go to 'Accounting / Financial Accounts / Main' >>>>> 2. Select Fin Account Id '9000' Standard Chartered >>>>> 3. Click on the 'Deposit/Withdraw' tab >>>>> 4. Press 'Find' (By default a list of demo data transactions >>>>> displayed. This >>>>> is fine – no problems here) >>>>> 5. Next press the 'Create New Deposit Payment' button and add >>>>> details as >>>>> follows: >>>>> Add a 'Customer Payment' >>>>> Payment Method Type 'Cash' >>>>> Leave Credit Card details blank, >>>>> From Party Id 'DemoCustomer', >>>>> To Party Id' 'Company' >>>>> Effective Date = current date and time >>>>> Amount = 99 (Any memorable amount will do!) >>>>> Click the 'Deposit Payment in : Standard Charted' box >>>>> 6. Press the 'Create' button >>>>> 7. The new payment and deposit transactions are created. >>>>> >>>>> Here is where I see the inconsistency... >>>>> Press 'Find' again on the 'Deposit / Withdraw' tab and and you will >>>>> see that >>>>> the new deposit payment transaction is not displayed. This means >>>>> that you >>>>> cant add it to a batch payment group or make a deposit slip for it. >>>>> >>>>> However if you use the 'Transactions' tab for the Standard Chartered >>>>> Financial Account you will see that the deposit payment transaction >>>>> does >>>>> appear in the list of Standard Chartered transactions and also that >>>>> the >>>>> payment transaction has been created correctly. >>>>> >>>>> This also happens when you create a New Withdrawal Payment too. I >>>>> would have >>>>> expected them to be displayed. >>>>> >>>>> Does anyone know if this is the expected behaviour - if it isnt then >>>>> I'll >>>>> create a Jira. >>>>> >>>>> Thanks >>>>> Sharan >>>>> -- >>>>> View this message in context: >>>>> http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25735332.html >>>>> Sent from the OFBiz - User mailing list archive at Nabble.com. >>>>> >>>> >>>> >>>> >>> >>> -- >>> View this message in context: >>> http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25741881.html >>> Sent from the OFBiz - User mailing list archive at Nabble.com. >>> >>> >> >> >> >> > > -- > View this message in context: http://n4.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp164981p621882.html > Sent from the OFBiz - User mailing list archive at Nabble.com. > |
«
Return to OFBiz - User
|
1 view|%1 views
| Free forum by Nabble | Edit this page |