Posted by
jleroux@apache.org on
Nov 12, 2009; 6:36pm
URL: http://ofbiz.116.s1.nabble.com/svn-commit-r835490-ofbiz-trunk-applications-accounting-data-helpdata-HELP-ACCOUNTING-billing-accountl-tp620459.html
Author: jleroux
Date: Thu Nov 12 18:36:06 2009
New Revision: 835490
URL:
http://svn.apache.org/viewvc?rev=835490&view=revLog:
Begin to play with Eclipse/Oxygen docbook editor : some listitems replacing para with *
Modified:
ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_billing_accounts.xml
Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_billing_accounts.xml
URL:
http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_billing_accounts.xml?rev=835490&r1=835489&r2=835490&view=diff==============================================================================
--- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_billing_accounts.xml (original)
+++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_billing_accounts.xml Thu Nov 12 18:36:06 2009
@@ -13,51 +13,69 @@
the specific language governing permissions and limitations under the
License.
-->
-<section xmlns:xsi="
http://www.w3.org/2001/XMLSchema-instance"
- version="5.0" xmlns:xl="
http://www.w3.org/1999/xlink" xmlns:xi="
http://www.w3.org/2001/XInclude"
+<section xmlns:xsi="
http://www.w3.org/2001/XMLSchema-instance" version="5.0"
+ xmlns:xl="
http://www.w3.org/1999/xlink" xmlns:xi="
http://www.w3.org/2001/XInclude"
xsi:schemaLocation="
http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
xmlns="
http://docbook.org/ns/docbook">
<title>Accounting Billing Accounts.</title>
- <para>A billing account is a way of allowing customers to consolidate
- several invoices into an account that is paid off at a later
- date.Customers can be allocated a credit limit and orders can be taken
- up to the value of the credit limit without any payment being made.
- Statements to the customer can then be generated (eg monthly) and
- payment is made based on the outstanding amount.</para>
- <para>NOTE: A billing account does not change the flow of the normal
- Invoice and Payment processes. It simply allows for a more structured
- organisation of Invoices and Payments..</para>
+ <para>A billing account is a way of allowing customers to consolidate several invoices into an
+ account that is paid off at a later date.Customers can be allocated a credit limit and
+ orders can be taken up to the value of the credit limit without any payment being made.
+ Statements to the customer can then be generated (eg monthly) and payment is made based on
+ the outstanding amount.</para>
+ <para>NOTE: A billing account does not change the flow of the normal Invoice and Payment
+ processes. It simply allows for a more structured organisation of Invoices and
+ Payments..</para>
<para>Billing Accounts can be used for the following:</para>
- <para>* Setting credit limits for customers</para>
- <para>* Keeping track of credit available to customer for purchase on
- account</para>
- <para>* Keeping track of payments made in advance (NOTE TO CHECK: Could
- also use Financial Account for advance payments but need to understand
- the differences in functionality and process) </para>
- <para>* Keeping track of a subset of payments and invoices for a
- specific client, i.e. allowing them to have multiple billing accounts
- (NOTE TO CHECK: This is from David - does this mean having multiple
- accounts for one customer or does it mean one billing account can
- track a hierarchy of invoices and payments.....)</para>
- <para>* Allow multiple authorised parties to bill against the same
- account which one party is responsible for paying (e.g. different
- offices of the same organisation may have one single account with a
- supplier to make use of order volume discounts)</para>
- <para>* Managing and generating customer statements ??</para>
- <para>* Customer specific order tracking</para>
- <para>* Accounts Receivable / Debt Management</para>
- <para>* Analysis and monitoring customer spending (creditworthiness /
- discounts / product popularity ???)</para>
- <para>NOTE: A payment that is applied (or matched) to a Billing Account
- it should still be applied to an invoice. In the case where the
- payment arrives before the invoice has been generated then once the
- invoice is generated it should be applied to the payment or payments.
+ <para>
+ <itemizedlist>
+ <listitem>
+ <para>Setting credit limits for customers</para>
+ </listitem>
+ <listitem>
+ <para>Keeping track of credit available to customer for purchase on account</para>
+ </listitem>
+ <listitem>
+ <para>Keeping track of payments made in advance (NOTE TO CHECK: Could also use
+ Financial Account for advance payments but need to understand the differences in
+ functionality and process) </para>
+ </listitem>
+ <listitem>
+ <para>Keeping track of a subset of payments and invoices for a specific client, i.e.
+ allowing them to have multiple billing accounts (NOTE TO CHECK: This is from
+ David - does this mean having multiple accounts for one customer or does it mean
+ one billing account can track a hierarchy of invoices and payments.....)</para>
+ </listitem>
+ <listitem>
+ <para>Allow multiple authorised parties to bill against the same account which one
+ party is responsible for paying (e.g. different offices of the same organisation
+ may have one single account with a supplier to make use of order volume
+ discounts)</para>
+ </listitem>
+ <listitem>
+ <para>Managing and generating customer statements ??</para>
+ </listitem>
+ <listitem>
+ <para>Customer specific order tracking</para>
+ </listitem>
+ <listitem>
+ <para>Accounts Receivable / Debt Management</para>
+ </listitem>
+ <listitem>
+ <para>Analysis and monitoring customer spending (creditworthiness / discounts /
+ product popularity ???)</para>
+ </listitem>
+ </itemizedlist>
</para>
- <xi:include href="HELP_ACCOUNTING_FindBillingAccount.xml" />
- <xi:include href="HELP_ACCOUNTING_EditBillingAccount.xml" />
- <xi:include href="HELP_ACCOUNTING_EditBillingAccountRoles.xml" />
- <xi:include href="HELP_ACCOUNTING_EditBillingAccountTerms.xml" />
- <xi:include href="HELP_ACCOUNTING_BillingAccountInvoices.xml" />
- <xi:include href="HELP_ACCOUNTING_BillingAccountPayments.xml" />
- <xi:include href="HELP_ACCOUNTING_BillingAccountOrders.xml" />
-</section>
\ No newline at end of file
+ <para>NOTE: A payment that is applied (or matched) to a Billing Account it should still be
+ applied to an invoice. In the case where the payment arrives before the invoice has been
+ generated then once the invoice is generated it should be applied to the payment or
+ payments. </para>
+ <xi:include href="HELP_ACCOUNTING_FindBillingAccount.xml"/>
+ <xi:include href="HELP_ACCOUNTING_EditBillingAccount.xml"/>
+ <xi:include href="HELP_ACCOUNTING_EditBillingAccountRoles.xml"/>
+ <xi:include href="HELP_ACCOUNTING_EditBillingAccountTerms.xml"/>
+ <xi:include href="HELP_ACCOUNTING_BillingAccountInvoices.xml"/>
+ <xi:include href="HELP_ACCOUNTING_BillingAccountPayments.xml"/>
+ <xi:include href="HELP_ACCOUNTING_BillingAccountOrders.xml"/>
+</section>