[jira] Created: (OFBIZ-478) Gift Certificates sold offline (in store, over the phone, etc)

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[jira] Created: (OFBIZ-478) Gift Certificates sold offline (in store, over the phone, etc)

Nicolas Malin (Jira)
Gift Certificates sold offline (in store, over the phone, etc)
--------------------------------------------------------------

                 Key: OFBIZ-478
                 URL: http://issues.apache.org/jira/browse/OFBIZ-478
             Project: OFBiz (The Open for Business Project)
          Issue Type: Bug
          Components: accounting
            Reporter: Iain Fogg


Apologies in advance if this is user error and not a bug.

If I create a Sales Order for a gift certificate (basically using the Demo Seed Data) I think the finaccount is being created but I'm confused about the use-model.

If I look in the FinAccount table, I can see several GIFTCERT_ACCOUNTs. None of them have a finAccountName, but they all have a finAccountCode which looks like the output of a toString or something similar. With the Demo Data config, ought I be seeing a 12 alphanum account id somewhere in that table?

In the case where I am selling the GC to a customer (say on the phone), should I be able to get the account id from somewhere in the UI to inform the customer, and/or to print out on some official looking store card for later redemption. Or.......

Is the current implementation only intended for pure electronic use? A slight bummer if this is the base.

Also, where can I see the balance on a fin_account? I can see transactions in the GL, but I'm having a heck of a time finding where (if at all) I can view/update fin_accounts.

Again, apologies if this is inappropriate use of Jira, but from my naive perspective this looks like a bug, but I recognise it could be either deliberate design, or a stupid user :-)

Cheers, Iain

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[jira] Commented: (OFBIZ-478) Gift Certificates sold offline (in store, over the phone, etc)

Nicolas Malin (Jira)
    [ http://issues.apache.org/jira/browse/OFBIZ-478?page=comments#action_12451296 ]
           
Jacques Le Roux commented on OFBIZ-478:
---------------------------------------

Iain,

Perhaps this could be also addressed to users ML. I guess you will have more luck to have a quick answer...

> Gift Certificates sold offline (in store, over the phone, etc)
> --------------------------------------------------------------
>
>                 Key: OFBIZ-478
>                 URL: http://issues.apache.org/jira/browse/OFBIZ-478
>             Project: OFBiz (The Open for Business Project)
>          Issue Type: Bug
>          Components: accounting
>            Reporter: Iain Fogg
>
> Apologies in advance if this is user error and not a bug.
> If I create a Sales Order for a gift certificate (basically using the Demo Seed Data) I think the finaccount is being created but I'm confused about the use-model.
> If I look in the FinAccount table, I can see several GIFTCERT_ACCOUNTs. None of them have a finAccountName, but they all have a finAccountCode which looks like the output of a toString or something similar. With the Demo Data config, ought I be seeing a 12 alphanum account id somewhere in that table?
> In the case where I am selling the GC to a customer (say on the phone), should I be able to get the account id from somewhere in the UI to inform the customer, and/or to print out on some official looking store card for later redemption. Or.......
> Is the current implementation only intended for pure electronic use? A slight bummer if this is the base.
> Also, where can I see the balance on a fin_account? I can see transactions in the GL, but I'm having a heck of a time finding where (if at all) I can view/update fin_accounts.
> Again, apologies if this is inappropriate use of Jira, but from my naive perspective this looks like a bug, but I recognise it could be either deliberate design, or a stupid user :-)
> Cheers, Iain

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[jira] Commented: (OFBIZ-478) Gift Certificates sold offline (in store, over the phone, etc)

Nicolas Malin (Jira)
In reply to this post by Nicolas Malin (Jira)
    [ http://issues.apache.org/jira/browse/OFBIZ-478?page=comments#action_12451326 ]
           
Iain Fogg commented on OFBIZ-478:
---------------------------------

Good point Jacques. I took you advice.

Cheers, Iain




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> Gift Certificates sold offline (in store, over the phone, etc)
> --------------------------------------------------------------
>
>                 Key: OFBIZ-478
>                 URL: http://issues.apache.org/jira/browse/OFBIZ-478
>             Project: OFBiz (The Open for Business Project)
>          Issue Type: Bug
>          Components: accounting
>            Reporter: Iain Fogg
>
> Apologies in advance if this is user error and not a bug.
> If I create a Sales Order for a gift certificate (basically using the Demo Seed Data) I think the finaccount is being created but I'm confused about the use-model.
> If I look in the FinAccount table, I can see several GIFTCERT_ACCOUNTs. None of them have a finAccountName, but they all have a finAccountCode which looks like the output of a toString or something similar. With the Demo Data config, ought I be seeing a 12 alphanum account id somewhere in that table?
> In the case where I am selling the GC to a customer (say on the phone), should I be able to get the account id from somewhere in the UI to inform the customer, and/or to print out on some official looking store card for later redemption. Or.......
> Is the current implementation only intended for pure electronic use? A slight bummer if this is the base.
> Also, where can I see the balance on a fin_account? I can see transactions in the GL, but I'm having a heck of a time finding where (if at all) I can view/update fin_accounts.
> Again, apologies if this is inappropriate use of Jira, but from my naive perspective this looks like a bug, but I recognise it could be either deliberate design, or a stupid user :-)
> Cheers, Iain

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[jira] Commented: (OFBIZ-478) Gift Certificates sold offline (in store, over the phone, etc)

Nicolas Malin (Jira)
In reply to this post by Nicolas Malin (Jira)
    [ http://issues.apache.org/jira/browse/OFBIZ-478?page=comments#action_12453754 ]
           
Si Chen commented on OFBIZ-478:
-------------------------------

Is your issue resolved?  Can we close this JIRA issue?

> Gift Certificates sold offline (in store, over the phone, etc)
> --------------------------------------------------------------
>
>                 Key: OFBIZ-478
>                 URL: http://issues.apache.org/jira/browse/OFBIZ-478
>             Project: OFBiz (The Open for Business Project)
>          Issue Type: Bug
>          Components: accounting
>            Reporter: Iain Fogg
>
> Apologies in advance if this is user error and not a bug.
> If I create a Sales Order for a gift certificate (basically using the Demo Seed Data) I think the finaccount is being created but I'm confused about the use-model.
> If I look in the FinAccount table, I can see several GIFTCERT_ACCOUNTs. None of them have a finAccountName, but they all have a finAccountCode which looks like the output of a toString or something similar. With the Demo Data config, ought I be seeing a 12 alphanum account id somewhere in that table?
> In the case where I am selling the GC to a customer (say on the phone), should I be able to get the account id from somewhere in the UI to inform the customer, and/or to print out on some official looking store card for later redemption. Or.......
> Is the current implementation only intended for pure electronic use? A slight bummer if this is the base.
> Also, where can I see the balance on a fin_account? I can see transactions in the GL, but I'm having a heck of a time finding where (if at all) I can view/update fin_accounts.
> Again, apologies if this is inappropriate use of Jira, but from my naive perspective this looks like a bug, but I recognise it could be either deliberate design, or a stupid user :-)
> Cheers, Iain

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[jira] Commented: (OFBIZ-478) Gift Certificates sold offline (in store, over the phone, etc)

Nicolas Malin (Jira)
In reply to this post by Nicolas Malin (Jira)
    [ http://issues.apache.org/jira/browse/OFBIZ-478?page=comments#action_12453893 ]
           
Iain Fogg commented on OFBIZ-478:
---------------------------------

Si,

I don't believe the problem is resolved. I just refreshed my installation from svn last night but haven't tested this functionality again yet. Having said that, I haven't seen any patches that address the problem, so I assume it's not fixed.

> Gift Certificates sold offline (in store, over the phone, etc)
> --------------------------------------------------------------
>
>                 Key: OFBIZ-478
>                 URL: http://issues.apache.org/jira/browse/OFBIZ-478
>             Project: OFBiz (The Open for Business Project)
>          Issue Type: Bug
>          Components: accounting
>            Reporter: Iain Fogg
>
> Apologies in advance if this is user error and not a bug.
> If I create a Sales Order for a gift certificate (basically using the Demo Seed Data) I think the finaccount is being created but I'm confused about the use-model.
> If I look in the FinAccount table, I can see several GIFTCERT_ACCOUNTs. None of them have a finAccountName, but they all have a finAccountCode which looks like the output of a toString or something similar. With the Demo Data config, ought I be seeing a 12 alphanum account id somewhere in that table?
> In the case where I am selling the GC to a customer (say on the phone), should I be able to get the account id from somewhere in the UI to inform the customer, and/or to print out on some official looking store card for later redemption. Or.......
> Is the current implementation only intended for pure electronic use? A slight bummer if this is the base.
> Also, where can I see the balance on a fin_account? I can see transactions in the GL, but I'm having a heck of a time finding where (if at all) I can view/update fin_accounts.
> Again, apologies if this is inappropriate use of Jira, but from my naive perspective this looks like a bug, but I recognise it could be either deliberate design, or a stupid user :-)
> Cheers, Iain

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[jira] Commented: (OFBIZ-478) Gift Certificates sold offline (in store, over the phone, etc)

Nicolas Malin (Jira)
In reply to this post by Nicolas Malin (Jira)
    [ http://issues.apache.org/jira/browse/OFBIZ-478?page=comments#action_12455173 ]
           
Jacques Le Roux commented on OFBIZ-478:
---------------------------------------

Iain, Si,

I  can see a result in https://localhost:8443/financials/control/BalanceSheet...

If iI understand weel, to resolve this issue it would take an UI to allow users to know more about their GC ?

> Gift Certificates sold offline (in store, over the phone, etc)
> --------------------------------------------------------------
>
>                 Key: OFBIZ-478
>                 URL: http://issues.apache.org/jira/browse/OFBIZ-478
>             Project: OFBiz (The Open for Business Project)
>          Issue Type: Bug
>          Components: accounting
>            Reporter: Iain Fogg
>
> Apologies in advance if this is user error and not a bug.
> If I create a Sales Order for a gift certificate (basically using the Demo Seed Data) I think the finaccount is being created but I'm confused about the use-model.
> If I look in the FinAccount table, I can see several GIFTCERT_ACCOUNTs. None of them have a finAccountName, but they all have a finAccountCode which looks like the output of a toString or something similar. With the Demo Data config, ought I be seeing a 12 alphanum account id somewhere in that table?
> In the case where I am selling the GC to a customer (say on the phone), should I be able to get the account id from somewhere in the UI to inform the customer, and/or to print out on some official looking store card for later redemption. Or.......
> Is the current implementation only intended for pure electronic use? A slight bummer if this is the base.
> Also, where can I see the balance on a fin_account? I can see transactions in the GL, but I'm having a heck of a time finding where (if at all) I can view/update fin_accounts.
> Again, apologies if this is inappropriate use of Jira, but from my naive perspective this looks like a bug, but I recognise it could be either deliberate design, or a stupid user :-)
> Cheers, Iain

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[jira] Commented: (OFBIZ-478) Gift Certificates sold offline (in store, over the phone, etc)

Nicolas Malin (Jira)
In reply to this post by Nicolas Malin (Jira)
    [ http://issues.apache.org/jira/browse/OFBIZ-478?page=comments#action_12455174 ]
           
Jacques Le Roux commented on OFBIZ-478:
---------------------------------------

Mmm... perhaps I'm not clear : users are here of course admin, etc.

> Gift Certificates sold offline (in store, over the phone, etc)
> --------------------------------------------------------------
>
>                 Key: OFBIZ-478
>                 URL: http://issues.apache.org/jira/browse/OFBIZ-478
>             Project: OFBiz (The Open for Business Project)
>          Issue Type: Bug
>          Components: accounting
>            Reporter: Iain Fogg
>
> Apologies in advance if this is user error and not a bug.
> If I create a Sales Order for a gift certificate (basically using the Demo Seed Data) I think the finaccount is being created but I'm confused about the use-model.
> If I look in the FinAccount table, I can see several GIFTCERT_ACCOUNTs. None of them have a finAccountName, but they all have a finAccountCode which looks like the output of a toString or something similar. With the Demo Data config, ought I be seeing a 12 alphanum account id somewhere in that table?
> In the case where I am selling the GC to a customer (say on the phone), should I be able to get the account id from somewhere in the UI to inform the customer, and/or to print out on some official looking store card for later redemption. Or.......
> Is the current implementation only intended for pure electronic use? A slight bummer if this is the base.
> Also, where can I see the balance on a fin_account? I can see transactions in the GL, but I'm having a heck of a time finding where (if at all) I can view/update fin_accounts.
> Again, apologies if this is inappropriate use of Jira, but from my naive perspective this looks like a bug, but I recognise it could be either deliberate design, or a stupid user :-)
> Cheers, Iain

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[jira] Commented: (OFBIZ-478) Gift Certificates sold offline (in store, over the phone, etc)

Nicolas Malin (Jira)
In reply to this post by Nicolas Malin (Jira)
    [ http://issues.apache.org/jira/browse/OFBIZ-478?page=comments#action_12455226 ]
           
Iain Fogg commented on OFBIZ-478:
---------------------------------

Jacques,

I've come to the same conclusion as you, but I wanted to find out if I
was just missing something in either the existing UI, or in some config
I was supposed to set somewhere that I forgot.

Cheers, Iain




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> Gift Certificates sold offline (in store, over the phone, etc)
> --------------------------------------------------------------
>
>                 Key: OFBIZ-478
>                 URL: http://issues.apache.org/jira/browse/OFBIZ-478
>             Project: OFBiz (The Open for Business Project)
>          Issue Type: Bug
>          Components: accounting
>            Reporter: Iain Fogg
>
> Apologies in advance if this is user error and not a bug.
> If I create a Sales Order for a gift certificate (basically using the Demo Seed Data) I think the finaccount is being created but I'm confused about the use-model.
> If I look in the FinAccount table, I can see several GIFTCERT_ACCOUNTs. None of them have a finAccountName, but they all have a finAccountCode which looks like the output of a toString or something similar. With the Demo Data config, ought I be seeing a 12 alphanum account id somewhere in that table?
> In the case where I am selling the GC to a customer (say on the phone), should I be able to get the account id from somewhere in the UI to inform the customer, and/or to print out on some official looking store card for later redemption. Or.......
> Is the current implementation only intended for pure electronic use? A slight bummer if this is the base.
> Also, where can I see the balance on a fin_account? I can see transactions in the GL, but I'm having a heck of a time finding where (if at all) I can view/update fin_accounts.
> Again, apologies if this is inappropriate use of Jira, but from my naive perspective this looks like a bug, but I recognise it could be either deliberate design, or a stupid user :-)
> Cheers, Iain

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Re: [jira] Commented: (OFBIZ-478) Gift Certificates sold offline (in store, over the phone, etc)

Iain Fogg
In reply to this post by Nicolas Malin (Jira)
I had another look at this tonight, and I don't think the Gift
Certificate is ready for general use as a product saleable through a
variety of channels. Here's some observations that may or may not be
correct:

1. The GC services rely on the recipient having an email address. This
is no good if you want to sell a GC in-store and provide the purchaser
with a physical certificate that can be redeemed later.

2. Other than the email in (1), there doesn't seem to be a way for staff
to look at the details of the GC (eg, the GC # and remaining value)

3. The GC email tells the user the exTax value of the certificate (yes,
I know this is only relevant in VAT/GST countries)

4. I'm sure this is jsut user error, but I couldn't figure out how to
accept a payment from a GC. I assume that the end-user has an ecommerce
screen to pay with the GC but since I don't use the ecommerce features
of OFBiz (yet) I couldn't test that. Either way, accepting a GC payment
in either Order Manager or POS seemed to be out of the question.

5. I didn't look too closely since 1-4 were real show-stoppers, but it's
not clear that the accounts are getting updated properly.

Anyone else interested in having GCs that work outside a pure ecommerce
environment?

Cheers, Iain

Jacques Le Roux (JIRA) wrote:

>     [ http://issues.apache.org/jira/browse/OFBIZ-478?page=comments#action_12455174 ]
>            
> Jacques Le Roux commented on OFBIZ-478:
> ---------------------------------------
>
> Mmm... perhaps I'm not clear : users are here of course admin, etc.
>
>  
>> Gift Certificates sold offline (in store, over the phone, etc)
>> --------------------------------------------------------------
>>
>>                 Key: OFBIZ-478
>>                 URL: http://issues.apache.org/jira/browse/OFBIZ-478
>>             Project: OFBiz (The Open for Business Project)
>>          Issue Type: Bug
>>          Components: accounting
>>            Reporter: Iain Fogg
>>
>> Apologies in advance if this is user error and not a bug.
>> If I create a Sales Order for a gift certificate (basically using the Demo Seed Data) I think the finaccount is being created but I'm confused about the use-model.
>> If I look in the FinAccount table, I can see several GIFTCERT_ACCOUNTs. None of them have a finAccountName, but they all have a finAccountCode which looks like the output of a toString or something similar. With the Demo Data config, ought I be seeing a 12 alphanum account id somewhere in that table?
>> In the case where I am selling the GC to a customer (say on the phone), should I be able to get the account id from somewhere in the UI to inform the customer, and/or to print out on some official looking store card for later redemption. Or.......
>> Is the current implementation only intended for pure electronic use? A slight bummer if this is the base.
>> Also, where can I see the balance on a fin_account? I can see transactions in the GL, but I'm having a heck of a time finding where (if at all) I can view/update fin_accounts.
>> Again, apologies if this is inappropriate use of Jira, but from my naive perspective this looks like a bug, but I recognise it could be either deliberate design, or a stupid user :-)
>> Cheers, Iain
>>    
>
>  



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Re: [jira] Commented: (OFBIZ-478) Gift Certificates sold offline (in store, over the phone, etc)

Jacques Le Roux
Administrator
Iain,

Comments inline...

From: "Iain Fogg" <[hidden email]>
> I had another look at this tonight, and I don't think the Gift
> Certificate is ready for general use as a product saleable through a
> variety of channels. Here's some observations that may or may not be
> correct:
>
> 1. The GC services rely on the recipient having an email address. This
> is no good if you want to sell a GC in-store and provide the purchaser
> with a physical certificate that can be redeemed later.

Yes this is really a problem in POS and we must do something about it. I hope to work on
https://issues.apache.org/jira/browse/OFBIZ-286 ASAP...

> 2. Other than the email in (1), there doesn't seem to be a way for staff
> to look at the details of the GC (eg, the GC # and remaining value)

Yes I agree, anybody interested may have a look at http://issues.apache.org/jira/browse/OFBIZ-478

> 3. The GC email tells the user the exTax value of the certificate (yes,
> I know this is only relevant in VAT/GST countries)

You mean don't tell for the moment and you want to have it in ?

> 4. I'm sure this is jsut user error, but I couldn't figure out how to
> accept a payment from a GC. I assume that the end-user has an ecommerce
> screen to pay with the GC but since I don't use the ecommerce features
> of OFBiz (yet) I couldn't test that. Either way, accepting a GC payment
> in either Order Manager or POS seemed to be out of the question.

Yes that's right AFAIK. BTW there is all is needed in eCommerce.

> 5. I didn't look too closely since 1-4 were real show-stoppers, but it's
> not clear that the accounts are getting updated properly.

I saw that Financials is recording something please see http://issues.apache.org/jira/browse/OFBIZ-478#action_12455173

> Anyone else interested in having GCs that work outside a pure ecommerce
> environment?

Yes I am and Ray Barlow too and possibly other people I'm not aware of (I know POS begin to interests more and more persons...).
Unfortunatly I have also some other duties/tasks to work on ...

Jacques

> Cheers, Iain
>
> Jacques Le Roux (JIRA) wrote:
> >     [ http://issues.apache.org/jira/browse/OFBIZ-478?page=comments#action_12455174 ]
> >
> > Jacques Le Roux commented on OFBIZ-478:
> > ---------------------------------------
> >
> > Mmm... perhaps I'm not clear : users are here of course admin, etc.
> >
> >
> >> Gift Certificates sold offline (in store, over the phone, etc)
> >> --------------------------------------------------------------
> >>
> >>                 Key: OFBIZ-478
> >>                 URL: http://issues.apache.org/jira/browse/OFBIZ-478
> >>             Project: OFBiz (The Open for Business Project)
> >>          Issue Type: Bug
> >>          Components: accounting
> >>            Reporter: Iain Fogg
> >>
> >> Apologies in advance if this is user error and not a bug.
> >> If I create a Sales Order for a gift certificate (basically using the Demo Seed Data) I think the finaccount is being created
but I'm confused about the use-model.
> >> If I look in the FinAccount table, I can see several GIFTCERT_ACCOUNTs. None of them have a finAccountName, but they all have a
finAccountCode which looks like the output of a toString or something similar. With the Demo Data config, ought I be seeing a 12
alphanum account id somewhere in that table?
> >> In the case where I am selling the GC to a customer (say on the phone), should I be able to get the account id from somewhere
in the UI to inform the customer, and/or to print out on some official looking store card for later redemption. Or.......
> >> Is the current implementation only intended for pure electronic use? A slight bummer if this is the base.
> >> Also, where can I see the balance on a fin_account? I can see transactions in the GL, but I'm having a heck of a time finding
where (if at all) I can view/update fin_accounts.
> >> Again, apologies if this is inappropriate use of Jira, but from my naive perspective this looks like a bug, but I recognise it
could be either deliberate design, or a stupid user :-)

> >> Cheers, Iain
> >>
> >
> >
>
>
>
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> No virus found in this outgoing message.
> Checked by AVG Free Edition.
> Version: 7.1.409 / Virus Database: 268.15.6/568 - Release Date: 4/12/2006