Applying a payment to an invoice after it has been confirmed

[ja...@productive1.com]

If you receive a payment in the Accounting Module and confirm it before
applying it to an invoice there seems to be no way of applying that
confirmed payment.  Is there a way to apply a payment after it has been
confirmed?  Can you void the payment?  What is the best way to fix this?

Thanks,

James

Re: Applying a payment to an invoice after it has been confirmed

[Rishi Solanki <ri...@gmail.com>]

Dear James,
As per current flow in OFBiz you can move the payment to confirm status
after applying payment to any invoice. Current system stops you if try to
do that.
Do you have any customer development with you which allows that flow, and
to answer your question it seems custom requirement can be address in your
own custom code. But it is recommended that, try to go with existing flow
as much as possible, but not always.

Best Regards,
--
*Rishi Solanki* | Sr Manager, Enterprise Software Development
HotWax Systems <http://www.hotwaxsystems.com/>
Plot no. 80, Scheme no. 78 Part 2, Near Brilliant Convention Center, Indore,
M.P 452010
Linkedin: *Rishi Solanki*
<https://www.linkedin.com/in/rishi-solanki-62271b7/>
Direct: +91-9893287847


On Tue, Apr 23, 2019 at 5:58 PM <ja...@productive1.com> wrote:

> If you receive a payment in the Accounting Module and confirm it before
> applying it to an invoice there seems to be no way of applying that
> confirmed payment.  Is there a way to apply a payment after it has been
> confirmed?  Can you void the payment?  What is the best way to fix this?
>
> Thanks,
>
> James
>

Re: Applying a payment to an invoice after it has been confirmed

[Pierre Smits <pi...@apache.org>]

Hi James,

Which branch/version are you using.

According to [1] for a newly created incoming payment, status change
options are: Status to Received, Status to Cancelled and Status to Void.
For outgoing payments the status change options are: Status to Sent, Status
to Cancelled, Status to Void

Where do you 'confirm' the payment? Are you talking about one of the
'Status to Received' or 'Status to Sent' status changes?

[1] https://demo-trunk.ofbiz.apache.org/accounting/control/createPayment


Best regards,

Pierre Smits

*Apache Trafodion <https://trafodion.apache.org>, Vice President*
*Apache Directory <https://directory.apache.org>, PMC Member*
Apache Incubator <https://incubator.apache.org>, committer
*Apache OFBiz <https://ofbiz.apache.org>, contributor (without privileges)
since 2008*
Apache Steve <https://steve.apache.org>, committer


On Tue, Apr 23, 2019 at 2:28 PM <ja...@productive1.com> wrote:

> If you receive a payment in the Accounting Module and confirm it before
> applying it to an invoice there seems to be no way of applying that
> confirmed payment.  Is there a way to apply a payment after it has been
> confirmed?  Can you void the payment?  What is the best way to fix this?
>
> Thanks,
>
> James
>