[jira] Created: (OFBIZ-2699) Create Payment Batches for Ar Payment

[Nicolas Malin (Jira)]

Create Payment Batches for Ar Payment
-------------------------------------

                 Key: OFBIZ-2699
                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
             Project: OFBiz
          Issue Type: Improvement
          Components: accounting
    Affects Versions: SVN trunk
            Reporter: Sumit Pandit


To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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[Nicolas Malin (Jira)]

    [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12727022#action_12727022 ]

Sumit Pandit commented on OFBIZ-2699:
-------------------------------------

This can be done in following way -
A - Perform search of Ar Payments based on -
Payment Method (check, cash, credit card), Credit Card type (Visa, Mastercard, Amex, etc), Party (customers only), Date/time range.

B - Group the payments and make a batch of it. So that batch Id could be used in reconciliation of Bank accounts.


Thanks And Regards
Sumit Pandit.

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Sumit Pandit updated OFBIZ-2699:
--------------------------------

    Attachment: OFBiz_2699.patch

Here is patch for A.
Thank you Awdesh Parihar for your patch and Rishi for your review.

--
Thanks
Sumit Pandit

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>         Attachments: OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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[Nicolas Malin (Jira)]

    [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12727045#action_12727045 ]

Ashish Vijaywargiya commented on OFBIZ-2699:
--------------------------------------------

Thanks Awdesh, Sumit, Rishi & Jacopo!
Initial change is done at r790965.

--
Ashish

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>         Attachments: OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Ashish Vijaywargiya reassigned OFBIZ-2699:
------------------------------------------

    Assignee: Ashish Vijaywargiya

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>         Attachments: OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Awdesh Singh Parihar updated OFBIZ-2699:
----------------------------------------

    Attachment: OFBiz_2699.patch

-- Written a service to create a batch for selected payments from list of payment.

Thanks Rishi Solanki and Sumit Pandit for help.
--
Thanks
Awdesh Parihar

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Ashish Vijaywargiya updated OFBIZ-2699:
---------------------------------------

    Fix Version/s: SVN trunk

"Fix version" should be provided while creating jira issue.

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Ashish Vijaywargiya updated OFBIZ-2699:
---------------------------------------

    Priority: Minor  (was: Major)

Changed priority.
We should not specify Major unless / until its breaking something (or some bug is observed).

We are implementing new feature in this area, so its good to keep priority as "Minor".

--
Ashish

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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[Nicolas Malin (Jira)]

    [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12727607#action_12727607 ]

Ashish Vijaywargiya commented on OFBIZ-2699:
--------------------------------------------

Thanks Awdesh & Rishi.
Done at r791510.

I am not closing this issue as further improvement will be done in this area in consecutive patch.

--
Ashish Vijaywargiya

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Awdesh Singh Parihar updated OFBIZ-2699:
----------------------------------------

    Attachment: OFBiz_2699.patch

-- Added running total functionality .
-- Improvement in existing code and service logic

Thanks to Rishi Solanki and Sumit Pandit for help.
--
Awdesh

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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[Nicolas Malin (Jira)]

    [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12728162#action_12728162 ]

Ashish Vijaywargiya commented on OFBIZ-2699:
--------------------------------------------

Thanks Awdesh, Rishi, Sumit & Anil.
Changes are done at r791883.

--
Ashish Vijaywargiya

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Rishi Solanki updated OFBIZ-2699:
---------------------------------

    Attachment: OFBiz_2699.patch

Patch will cover the following works;
- The Payments display in search should shown if their PaymentGroupMembers records expires i.e thruDate is set.
- Search now filtered on partyIdTo.
- Miscellaneous fixes done in Running Total functionality, now no server error occurs on calling.

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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    [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12728673#action_12728673 ]

Ashish Vijaywargiya commented on OFBIZ-2699:
--------------------------------------------

Thanks Rishi!
Your changes are in r792119.

--
Ashish

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Awdesh Singh Parihar updated OFBIZ-2699:
----------------------------------------

    Attachment: OFBiz_2699.patch

-- Add new tab with name overview for payment group.
-- Added forms on overview screen.

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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[Nicolas Malin (Jira)]

    [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12728767#action_12728767 ]

Ashish Vijaywargiya commented on OFBIZ-2699:
--------------------------------------------

Thanks Awdesh!
Done at r792213.

--
Ashish

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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Awdesh Singh Parihar updated OFBIZ-2699:
----------------------------------------

    Attachment: OFBiz_2699.patch

Implemented the functionality to cancel payment group and expire association with payment.

Thanks To Rishi Solanki
--
Awdesh Parihar

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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    [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12729225#action_12729225 ]

Ashish Vijaywargiya commented on OFBIZ-2699:
--------------------------------------------

Thanks Awdesh & Rishi.
Done at r792526.

--
Ashish

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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Awdesh Singh Parihar updated OFBIZ-2699:
----------------------------------------

    Attachment: OFBiz_2699.patch

--Generated DepositSlip for payment group(Batch)
--The Deposit link will only be visible for PaymentGroups of type "BATCH_PAYMENT".

Thanks to Rishi Solanki

--
Awdesh Parihar

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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    [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12729309#action_12729309 ]

Ashish Vijaywargiya commented on OFBIZ-2699:
--------------------------------------------

Thanks Awdesh & Rishi!
Done at r792595.

--
Ashish

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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     [ https://issues.apache.org/jira/browse/OFBIZ-2699?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Rishi Solanki updated OFBIZ-2699:
---------------------------------

    Attachment: OFBiz_2699.patch

Remove the implemented service to createPaymentBatch.
Service used committed in r792888 by Ashish for createPaymentGroupAndMember.
Did some changes which will not affect the existing use of that service and can be called to create a Payment Batch.

> Create Payment Batches for Ar Payment
> -------------------------------------
>
>                 Key: OFBIZ-2699
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2699
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Ashish Vijaywargiya
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch, OFBiz_2699.patch
>
>
> To create a Batch of Ar Payment so that the batch Id could be used in account reconciliation.

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