RE: Credit Memos that Tie to an Invoice

[james-2]

CONTENTS DELETED

The author has deleted this message.

[Jacques Le Roux]

Hi James,

I have not tested, but I guess you are right and should create a Jira for that

Thanks for the report

Jacques


Le 04/08/2017 à 04:43, [hidden email] a écrit :

> Any one familiar with the process below?
>
> -------- Original Message --------
> Subject: RE: Credit Memos that Tie to an Invoice
> From: <[hidden email]>
> Date: Tue, July 25, 2017 4:41 am
> To: [hidden email]
>
> I have tested the returns functionality in Ofbiz and it seems as if the
> refund when purchased on a credit card is correct as it creates a
> Payment and automatical;y refunds the card. But if an offline payment
> is on the order the system still creates a Payment instead of a credit
> memo. It seems to me that a credit memo should be created...especially
> if the customer has not paid yet. Is the system functioning correct or
> am I missing something here?
>
> Thanks,
>
> James
>
> -------- Original Message --------
> Subject: Re: Credit Memos that Tie to an Invoice
> From: Rishi Solanki <[hidden email]>
> Date: Fri, July 21, 2017 9:12 pm
> To: ofbizuser <[hidden email]>
>
> James,
>
> Thanks for your reply, +1 for both incoming and outgoing invoices. For
> both
> the cases basic services to refund, credit on account already exists and
> you just need to use them in your applying algorithm.
>
>
> Rishi Solanki
> Manager, Enterprise Software Development
> HotWax Systems Pvt. Ltd.
> Direct: [phone]
> http://www.hotwaxsystems.com
>
> On Thu, Jul 20, 2017 at 9:27 PM, <[hidden email]> wrote:
>
>> Thanks Rishi.
>>
>> If I am applying a Credit based off of a sales order I should know which
>> invoice was generated. If the invoice has not been paid yet then I
>> would simply use the credit memo to apply to that invoice. If they
>> invoice has been paid then the user should have the option to generate a
>> refund or credit on account. Does that make sense?
>>
>> Same thing on the Return to Vendor. I should be able to identify which
>> manufacturer invoice that I want to apply the credit to so when the
>> credit is created it automatically applies it. This is of course if the
>> credit is auto generated. If not we should be able to select which
>> invoices we want to apply it to as it operated today. I think we will
>> tackle this development.
>>
>> Thanks,
>>
>> James
>>
>>
>> -------- Original Message --------
>> Subject: Re: Credit Memos that Tie to an Invoice
>> From: Rishi Solanki <[hidden email]>
>> Date: Thu, July 20, 2017 6:22 am
>> To: ofbizuser <[hidden email]>
>>
>> James,
>>
>> You got it correctly, we need to apply it manually. Also it is logical,
>> like credit memos or credit refunds go on the account, and for that
>> account
>> we may have multiple invoices.
>>
>> Lets suppose we received/paid payment of $100 and we have multiple
>> invoices
>> for the account of $50. Lets assume $50 amount with four invoices. As we
>> received/paid only $100 so we can only apply this payment on two
>> invoices.
>> That is why system gave us the flexibility on which invoices user wants
>> to
>> apply.
>>
>> Also user may add her own algorithm to logically apply payment
>> automatically. For that you may need some customization as per the
>> requirement to do that.
>>
>> HTH!
>>
>>
>>
>> --
>> Rishi Solanki
>> Sr Manager, Enterprise Software Development
>> HotWax Systems Pvt. Ltd.
>> Direct: [phone]
>> http://www.hotwaxsystems.com
>>
>> On Thu, Jul 20, 2017 at 4:31 PM, <[hidden email]> wrote:
>>
>>> Am i correct that credit memos or credit refunds simply go on the
>>> account and not automatically applied to a customer invoice or vendor
>>> invoice? This is a manual step to apply credits?
>>>
>>> Am I missing something?
>>>
>>> Thanks,
>>>
>>> James
>>> -------- Original Message --------
>>> Subject: Credit Memos that Tie to an Invoice
>>> From: <[hidden email]>
>>> Date: Mon, July 10, 2017 5:21 am
>>> To: [hidden email]
>>>
>>> We are working with returns and we recently noticed that the system
>>> creates a Payment to the customer. Is there a way to create a credit
>>> memo instead of a payment? or decide on the return if a credit vs
>>> payment is created? Also is there a way to relate a credit memo to the
>>> original invoice that is getting credited out?
>>>
>>> Thanks,
>>>
>>> James
>>>