http://ofbiz.116.s1.nabble.com/Users-Billing-Account-setup-on-Return-tp137314p137323.html
One more thing--we're almost done with the returns refactoring. You
should get the latest SVN version and try it again. We fixed some very
>Hey,
>I finally successfully went thru the workflow of a store credit return with
>the demo data and took screenshots (not included here).
>
>My problem is I don't know if this is the proper intended workflow or if
>there are some problems to fix. Now that I've deciphered a path there seems
>to be a lot of unnecessary steps (or I just don't know they are
>unnecessary). If it's better to add this to JIRA I will, but I really think
>this is just a user training issue....
>
>Steps to initiate return of completed order for store credit (e.g. give a
>discount for damage) for a customer with ** no pre-existing billing
>account**:
>
>-Open Order containing item, click "Create Return"
>
>-Set discount and reason, check box and "Return Selected Items"
>
>-Change Return Status to Accepted, click "Update"
>
>-Change Return Status to Received, click "Update" (this creates a billing
>account for party)
>
>-Choose newly created Billing Acct from dropdown box, click "Update" (why
>isn't this billing account already picked, if it was just created?)
>
>-Go to Return Items and then to Payment
>
>-Change status from blank, to Received and click "Update" (why is the
>payment status blank?)
>
>-Go to Accounting, Billing accounts and change Billing account currency from
>blank to USD, click "Save" (why is currency blank?)
>
>-Now create a new order for this customer and when you get to the payment
>step the credit will show.
>
>
>That's it... for now I am happy I can "train" the users on some path to a
>return, I just want to know if I have things misconfigured and am making
>this harder than it needs to be....
>
>Thanks
>Mark
>
>-----Original Message-----
>From: Si Chen [mailto:
[hidden email]]
>Sent: Wednesday, February 08, 2006 6:08 PM
>To: OFBiz Users / Usage Discussion
>Subject: Re: [OFBiz] Users - Billing Account Credit showing up on Return
>
>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
>>>>>
>>>>>------------------------------------------------------------------------
>>>>>
>>>>>
>>>>>_______________________________________________
>>>>>Users mailing list
>>>>>
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>>>>>
http://lists.ofbiz.org/mailman/listinfo/users>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
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>>>>
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>>>>
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>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
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>>>
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>>>
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>>>
>>>
>>>
>>
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>>Users mailing list
>>
[hidden email]
>>
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>
>
>
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>Users mailing list
>
[hidden email]
>
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