[jira] Created: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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[jira] Created: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
 
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Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
---------------------------------------------------------------------------------------------------- Key: OFBIZ-2816 URL: https://issues.apache.org/jira/browse/OFBIZ-2816 Project: OFBiz Issue Type: Improvement Components: accounting Affects Versions: SVN trunk Reporter: Rishi Solanki Fix For: SVN trunk Working Area : Accounting >> Fin Account >> Transaction Accounting >> Fin Account >> Reconciliation Points to cover : - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId The form field is a drop down containing the following values: a) empty: no filter b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount the above values will be sorted by reconciledDate descending. After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection - At Bank Reconciliation page following information should be displayed: a) running total as payment records are selected on the new screen, together with the number of records selected b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status c) an ending balance i.e. the grand total composed by the sum of a+b In the above #a is partially done need to enhance the functionality. - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12740857#action_12740857 ] Rishi Solanki commented on OFBIZ-2816: -------------------------------------- Thanks to Jacopo, Anil and Sumit Pandit to discuss prior to implementation. > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Fix For: SVN trunk > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Parimal Gain updated OFBIZ-2816: -------------------------------- Attachment: GBERA-31.patch Attached patch for the following functionality : Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId The form field is a drop down containing the following values: a) empty: no filter b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount the above values will be sorted by reconciledDate descending. After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection Thanks to Rishi -- Parimal Gain > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Fix For: SVN trunk > > Attachments: GBERA-31.patch > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Parimal Gain updated OFBIZ-2816: -------------------------------- Attachment: (was: GBERA-31.patch) > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Fix For: SVN trunk > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Parimal Gain updated OFBIZ-2816: -------------------------------- Attachment: OFBIZ-2816.patch > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Fix For: SVN trunk > > Attachments: OFBIZ-2816.patch > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Parimal Gain updated OFBIZ-2816: -------------------------------- Attachment: OFBIZ-2816.patch Attached updated patch covers one more point At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. Thanks to Rishi and Sumit. > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Fix For: SVN trunk > > Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Assigned: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Anil K Patel reassigned OFBIZ-2816: ----------------------------------- Assignee: Anil K Patel > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Assignee: Anil K Patel > Fix For: SVN trunk > > Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Closed: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Anil K Patel closed OFBIZ-2816. ------------------------------- Resolution: Fixed Patch applied to r802402. Thanks Rishi, Sumit and Parimal for implementation. Thanks to Vince and Eva for help in defining specifications and designing tools. > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Assignee: Anil K Patel > Fix For: SVN trunk > > Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Issue Comment Edited: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12741036#action_12741036 ] Anil K Patel edited comment on OFBIZ-2816 at 8/8/09 11:41 PM: -------------------------------------------------------------- Patch applied to r802492. Thanks Rishi, Sumit and Parimal for implementation. Thanks to Vince and Eva for help in defining specifications and designing tools. was (Author: anilpatel): Patch applied to r802402. Thanks Rishi, Sumit and Parimal for implementation. Thanks to Vince and Eva for help in defining specifications and designing tools. > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Assignee: Anil K Patel > Fix For: SVN trunk > > Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Reopened: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Rishi Solanki reopened OFBIZ-2816: ---------------------------------- * At Bank Reconciliation page following information should be displayed: a) running total as payment records are selected on the new screen, together with the number of records selected b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status c) an ending balance i.e. the grand total composed by the sum of a+b In the above #a is partially done need to enhance the functionality. The above work is remain, patch will coming soon after that this issue can be closed. > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Assignee: Anil K Patel > Fix For: SVN trunk > > Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Parimal Gain updated OFBIZ-2816: -------------------------------- Attachment: OFBIZ-2816.patch Attached patch for work : Displayed: a) running total as records are selected on the screen, together with the number of records selected b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status c) an ending balance i.e. the grand total composed by the sum of a+b Done changes on reconciliation, glReconciliation.reconciledBalance changed. Thanks to Rishi Solanki and Chirag Manocha. > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Assignee: Anil K Patel > Fix For: SVN trunk > > Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12742383#action_12742383 ] Rishi Solanki commented on OFBIZ-2816: -------------------------------------- At the end part of this work all the transaction entries defined in which are created should be marked as "reconciled" (AcctgTransEntry.reconcileStatusId). For this changes need to be done in the updateAcctgTransEntry service so that only status can be updated un-conditionally. > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Assignee: Anil K Patel > Fix For: SVN trunk > > Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Issue Comment Edited: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12742386#action_12742386 ] Chirag Manocha edited comment on OFBIZ-2816 at 8/12/09 7:37 AM: ---------------------------------------------------------------- Patch for marking the status of AcctgTransEntries as Reconciled. Thanks to Rishi Solanki and Sumit Pandit was (Author: chiragmanocha): Patch for marking the status of AcctgTransEntries as Reconciled. > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Assignee: Anil K Patel > Fix For: SVN trunk > > Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Chirag Manocha updated OFBIZ-2816: ---------------------------------- Attachment: OFBIZ-2816.patch Patch for marking the status of AcctgTransEntries as Reconciled. > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Assignee: Anil K Patel > Fix For: SVN trunk > > Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Closed: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconcilia
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Anil K Patel closed OFBIZ-2816. ------------------------------- Resolution: Fixed Patch applied to r803564. > Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens > ---------------------------------------------------------------------------------------------------- > > Key: OFBIZ-2816 > URL: https://issues.apache.org/jira/browse/OFBIZ-2816 > Project: OFBiz > Issue Type: Improvement > Components: accounting > Affects Versions: SVN trunk > Reporter: Rishi Solanki > Assignee: Anil K Patel > Fix For: SVN trunk > > Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch > > > Working Area : > Accounting >> Fin Account >> Transaction > Accounting >> Fin Account >> Reconciliation > Points to cover : > - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId > The form field is a drop down containing the following values: > a) empty: no filter > b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId > c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount > the above values will be sorted by reconciledDate descending. > After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing: > 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null > 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection > - At Bank Reconciliation page following information should be displayed: > a) running total as payment records are selected on the new screen, together with the number of records selected > b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status > c) an ending balance i.e. the grand total composed by the sum of a+b > In the above #a is partially done need to enhance the functionality. > - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
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