http://ofbiz.116.s1.nabble.com/Users-Billing-Account-setup-on-Return-tp137314p137324.html
Most of these are correct. What you pointed out with Payment status
being blank and currency being blank are bugs. Can you create JIRA
can find it creating Payment and creating the BillingAccount. You
should use the ReturnHeader's currencyUomId for the BillingAccount. For
>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>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>_______________________________________________
>>>>Users mailing list
>>>>
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>>>>
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>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>_______________________________________________
>>>Users mailing list
>>>
[hidden email]
>>>
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>>>
>>>
>>>
>>>
>>>
>>>
>>
>>_______________________________________________
>>Users mailing list
>>
[hidden email]
>>
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>>
>>
>>
>>
>
>
>
>_______________________________________________
>Users mailing list
>
[hidden email]
>
http://lists.ofbiz.org/mailman/listinfo/users>
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