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 -- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: http://issues.apache.org/jira/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/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 -- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: http://issues.apache.org/jira/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/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 -- No virus found in this outgoing message. Checked by AVG Free Edition. Version: 7.1.409 / Virus Database: 268.14.7/538 - Release Date: 18/11/2006 > 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 -- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: http://issues.apache.org/jira/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/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 -- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: http://issues.apache.org/jira/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/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 -- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: http://issues.apache.org/jira/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/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 -- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: http://issues.apache.org/jira/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/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 -- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: http://issues.apache.org/jira/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/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 -- No virus found in this outgoing message. Checked by AVG Free Edition. Version: 7.1.409 / Virus Database: 268.15.6/566 - Release Date: 3/12/2006 > 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 -- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: http://issues.apache.org/jira/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira |
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 >> > > -- 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 |
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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 > >> 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 > >> > > > > > > > > -- > 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 |
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