Re: Users - Billing Account Credit showing up on Return

Posted by Si Chen-2 on
URL: http://ofbiz.116.s1.nabble.com/Users-Billing-Account-setup-on-Return-tp137314p137321.html

Wait...so what is the problem now?  The Billing Account is created?  It
doesn't show up for the customer?  It does?  Payment has no status?  Can
you maybe create a JIRA issue, describe your steps exactly, and send up
some screenshots so I can see them?

Si

Mark Mantarro wrote:

>Shoot, forgot to answer the second part of ur question.
>
>The billing account is created, the customer refund shows up in payments
>however with a blank status... hmmmmm
>
>Again... are my steps below correct?  Am I missing a few?
>
>Mark
>
>-----Original Message-----
>From: Si Chen [mailto:[hidden email]]
>Sent: Wednesday, February 08, 2006 2:57 PM
>To: OFBiz Users / Usage Discussion
>Subject: Re: [OFBiz] Users - Billing Account Credit showing up on Return
>
>What do you mean credit does not show up in shopping cart?  When you
>look up the billing account in accounting, does it not work?
>
>You can try it on our server demo.opensourcestrategies.com:8086/ordermgr
>and then let me know which order/return/customer/credit combination
>didn't work.
>
>Si
>
>Mark Mantarro wrote:
>
>  
>
>>Ok, this is more a workflow question.  The Billing account is created if
>>    
>>
>the
>  
>
>>correct steps are followed.  I can't find any definitive documentation on
>>all the steps for a return.  Here is what I have so far:
>>
>>-Create Return from Order.
>>-Modify the items to return, click checkbox of appropriate lines
>>-Click Accept Return button
>>-In Return Header screen change status to Received (this creates billing
>>acct)
>>-Now pick new bill acct from dropdown that appears.
>>-Click Update.......
>>
>>And that's as far as I get...  The must be other steps because the "credit"
>>doesn't show up in the shopping cart.
>>
>>I've gotten this to work once by doing a number of other things and I guess
>>just got lucky.
>>
>>Thanks,
>>Mark
>>
>>-----Original Message-----
>>From: Si Chen [mailto:[hidden email]]
>>Sent: Wednesday, February 08, 2006 12:07 PM
>>To: OFBiz Users / Usage Discussion
>>Subject: Re: [OFBiz] Users - Billing Account setup on Return
>>
>>If it does not open a JIRA issue and report a bug.
>>
>>Mark Mantarro wrote:
>>
>>
>>
>>    
>>
>>>That's what I thought should happen... let me test some more and get back
>>>  
>>>
>>>      
>>>
>>to
>>
>>
>>    
>>
>>>you....
>>>
>>>Mark
>>>
>>>-----Original Message-----
>>>From: Si Chen [mailto:[hidden email]]
>>>Sent: Wednesday, February 08, 2006 11:52 AM
>>>To: OFBiz Users / Usage Discussion
>>>Subject: Re: [OFBiz] Users - Billing Account setup on Return
>>>
>>>If you return for credit and accept return without a billing account, it
>>>should create a new billing account for you. Does it not?
>>>
>>>Si
>>>
>>>Mark Mantarro wrote:
>>>
>>>
>>>
>>>  
>>>
>>>      
>>>
>>>>I've had my first customer that needed a discount for damage. I used
>>>>the return link in the order and used the manual return adjustment at
>>>>the bottom to give them a set amount to Store Credit... and then what?
>>>>
>>>>I figured out that I had to set up a billing account for the customer.
>>>>add Billing Address the contact, find the correct Contact Mech ID to
>>>>use in the billing account, then go back to the return, and associate
>>>>it with the billing account.. Etc. until it finally showed a credit if
>>>>I created another order for the customer..
>>>>
>>>>Did I miss something, is there an easier way to do this?
>>>>
>>>>Thanks,
>>>>
>>>>Mark
>>>>
>>>>------------------------------------------------------------------------
>>>>
>>>>
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>>>>
>>>>    
>>>>
>>>>        
>>>>
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>>>
>>>      
>>>
>>
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>>    
>>
>
>
>
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