Re: Payments tab in Billing Account.

Posted by Hans Bakker on Jul 12, 2006; 2:07am
URL: http://ofbiz.116.s1.nabble.com/Payments-tab-in-Billing-Account-tp169594p169603.html

I wrote the payment applicationprogram some time ago. When using the screens
the payment can be applied to another payment, invoice or taxGeoId or billing
account. Currently the payment can only be applied once: so when it is
applied to an invoice it cannot also be applied to a billing account,
taxAuthGeoId or other payment.

I can help you change this, but need to know how it should work exactly.
Is it only the billing account which can be assigned additionaly or does this
apply to the taxAuthGeoId too?


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Regards,
Hans Bakker
ANT Websystems Co.,Ltd (http://www.antwebsystems.com)

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On Wednesday 12 July 2006 04:31, David E. Jones wrote:

> Which screens are you looking at?
>
> There may be an issue with the screen, or there may be an issue with a
> Payment being considered applied when it is applied to a BillingAccount
> rather than when it is actually applied to an Invoice as it should be.
>
> The main entity in question is PaymentApplication. When a Payment is
> applied to a BillingAccount there should be a record there, but if the
> PaymentApplication record(s) doesn't have the invoiceId field populated it
> should not be considered applied to an Invoice and therefore "consumed".
>
> If you could look into the code that would be great, or if others reading
> in who have experience in this area and wrote those screens could get
> involved that would be great.
>
> -David
>
> [hidden email] wrote:
> > David,
> > I applied a Payment to a billingaccount. Now If I want apply it to a
> > Invoice. The Problem is the Screens that are used to apply a Payment does
> > not let do this.
> >
> > Can you or somebody review these screens. Once we know what to do, I'll
> > redo the code and provide a Patch for it.
> >
> > Regards
> > Anil Patel
> >
> >
> >
> > David E Jones <[hidden email]> wrote:
> >
> > Si Chen wrote:
> >> Payment increases balance of a Billing Account.  Invoice decreases it.
> >> These payments are not related to invoices.
> >
> > This is not quite correct...
> >
> > A Payment applied to a BillingAccount should still be applied to an
> > Invoice. If a Payment comes in before the Invoice, then the Invoice
> > should be "applied" to the Payment when it comes in, or as they come in.
> >
> > There still seems to be some confusion about BillingAccounts. This has
> > been discussed before, so I'm not sure how to put it best...
> >
> > A BillingAccount is essentially nothing. Just forget that it exists in
> > relation to regular Invoice and Payment processes. With or without a
> > BillingAccount those operate and flow the same.
> >
> > A BillingAccount simply allows for more organization of Invoices and
> > Payments related to things like the following (which is not an exhaustive
> > list by any means):
> >
> > - keep track of "credit" available to a customer for purchase on account
> > - keep track of Payments in advance
> > - keep track of a sub-set of Payments and Invoices for a specific client,
> > ie allow them to have multiple billings accounts - allow multiple
> > authorized parties to bill against the same account which one party is
> > responsible for paying
> >
> > Perhaps the best way to see how these might work is just to look at the
> > data structure, and to do so with no assumptions but rather focusing on
> > finding questions instead of answers, and then once those questions are
> > laid out (perhaps on paper if need be) then find the answers to the
> > bigger picture.
> >
> > I haven't reviewed the implementation of all of these things in detail to
> > verify they are working like this, other than review here and there of
> > commits and work done. If anything is assuming that Payments assigned to
> > a BillingAccount are never assigned to Invoices, then that needs to be
> > corrected. I'm not sure what that would even mean because in order for
> > books to balance and for Payments and Invoices to be "closed", they have
> > to be assigned.
> >
> > -David