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Posted to user@ofbiz.apache.org by Sharan-F <sh...@gmail.com> on 2009/10/04 08:43:32 UTC
Possible Error Creating New Deposit Payments
Hi
I writing up some online help documentation for the new functionality for
Financial Accounts and I think I've come across a minor bug or
inconsistency. Steps to duplicate are as follows:
1. Go to 'Accounting / Financial Accounts / Main'
2. Select Fin Account Id '9000' Standard Chartered
3. Click on the 'Deposit/Withdraw' tab
4. Press 'Find' (By default a list of demo data transactions displayed. This
is fine – no problems here)
5. Next press the 'Create New Deposit Payment' button and add details as
follows:
Add a 'Customer Payment'
Payment Method Type 'Cash'
Leave Credit Card details blank,
From Party Id 'DemoCustomer',
To Party Id' 'Company'
Effective Date = current date and time
Amount = 99 (Any memorable amount will do!)
Click the 'Deposit Payment in : Standard Charted' box
6. Press the 'Create' button
7. The new payment and deposit transactions are created.
Here is where I see the inconsistency...
Press 'Find' again on the 'Deposit / Withdraw' tab and and you will see that
the new deposit payment transaction is not displayed. This means that you
cant add it to a batch payment group or make a deposit slip for it.
However if you use the 'Transactions' tab for the Standard Chartered
Financial Account you will see that the deposit payment transaction does
appear in the list of Standard Chartered transactions and also that the
payment transaction has been created correctly.
This also happens when you create a New Withdrawal Payment too. I would have
expected them to be displayed.
Does anyone know if this is the expected behaviour - if it isnt then I'll
create a Jira.
Thanks
Sharan
--
View this message in context: http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25735332.html
Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: Possible Error Creating New Deposit Payments
Posted by Jacques Le Roux <ja...@les7arts.com>.
Hi Sharan,
Thanks for the update
Jacques
From: "Sharan-F" <sh...@gmail.com>
> Hi Jacques
>
> Just for information - I've done some more testing here and have also been
> chatting to Anil off the mailing lists about this and the process flow is
> fine. It's just knowing what to do and what is supposed to happen at each
> step. In my case the it was was ticking the 'Deposit in Standard Chartered '
> tickbox that caused this misunderstanding. Anyway I've documented what I've
> found out in the online help.
>
> Thanks
> Sharan
>
>
> Jacques Le Roux wrote:
>>
>> Hi Anil, Sharan,
>>
>> I'd be interested too to see the implementation plan or development
>> specification too.
>> BTW it's maybe published somewhere ? If not I think it should...
>>
>> Jacques
>>
>> From: "Sharan-F" <sh...@gmail.com>
>>>
>>> Hi Anil
>>>
>>> Thanks for your reply.
>>>
>>> Is there a copy of the implementation plan or development specification
>>> available that I can take a look at? I just want to check things out and
>>> do
>>> some more testing as I dont want the creation of a deposit slip for these
>>> payments to mess up the process.
>>>
>>> One thing I notice is that the deposit slip generation functionality adds
>>> the payment transaction to the financial account and links it to the
>>> deposit
>>> slip.
>>>
>>> If creating the New Deposit Payment already adds a payment transaction to
>>> the financial account transactions list - will changing it so that it
>>> can
>>> generate a deposit slip duplicate the financial account transaction? Also
>>> if
>>> the transaction is already appears on the financial account transactions
>>> list then does this mean that it has already been deposited? These are
>>> the
>>> type of questions that I'd like to investigate and I think taking a look
>>> at
>>> the spec will help.
>>>
>>> One other point on the screen consistency side – is that normally if you
>>> have 'Find' screen with 'Create' buttons on it, if you do use the Create
>>> buttons to create an entry then you would expect to be able to use the
>>> 'Find' button to find it afterwards. Just my thoughts.....
>>>
>>> Anyway let me know if its possible to see the spec and I'll see how I can
>>> help.
>>>
>>> Thanks
>>> Sharan
>>>
>>>
>>> Anil Patel-3 wrote:
>>>>
>>>> Sharan,
>>>> Behavior you see is as per the implementation plan. The process you
>>>> defined in point 5 does not create "Deposit Slip (Payment Group)" but
>>>> it does create financial account transaction.
>>>>
>>>> I think it will be good if we created Deposit slip as well but it just
>>>> depends. I implemented what was spelled in requirements. If few expert
>>>> users on this list agree I will not mind adding extra bit of code that
>>>> will create Deposit Slip for each payment that gets created using
>>>> process defined in point 5.
>>>>
>>>> Anil Patel
>>>> HotWax Media Inc
>>>> http://www.hotwaxmedia.com
>>>>
>>>> On Oct 4, 2009, at 2:43 AM, Sharan-F wrote:
>>>>
>>>>>
>>>>> Hi
>>>>>
>>>>> I writing up some online help documentation for the new
>>>>> functionality for
>>>>> Financial Accounts and I think I've come across a minor bug or
>>>>> inconsistency. Steps to duplicate are as follows:
>>>>>
>>>>> 1. Go to 'Accounting / Financial Accounts / Main'
>>>>> 2. Select Fin Account Id '9000' Standard Chartered
>>>>> 3. Click on the 'Deposit/Withdraw' tab
>>>>> 4. Press 'Find' (By default a list of demo data transactions
>>>>> displayed. This
>>>>> is fine – no problems here)
>>>>> 5. Next press the 'Create New Deposit Payment' button and add
>>>>> details as
>>>>> follows:
>>>>> Add a 'Customer Payment'
>>>>> Payment Method Type 'Cash'
>>>>> Leave Credit Card details blank,
>>>>> From Party Id 'DemoCustomer',
>>>>> To Party Id' 'Company'
>>>>> Effective Date = current date and time
>>>>> Amount = 99 (Any memorable amount will do!)
>>>>> Click the 'Deposit Payment in : Standard Charted' box
>>>>> 6. Press the 'Create' button
>>>>> 7. The new payment and deposit transactions are created.
>>>>>
>>>>> Here is where I see the inconsistency...
>>>>> Press 'Find' again on the 'Deposit / Withdraw' tab and and you will
>>>>> see that
>>>>> the new deposit payment transaction is not displayed. This means
>>>>> that you
>>>>> cant add it to a batch payment group or make a deposit slip for it.
>>>>>
>>>>> However if you use the 'Transactions' tab for the Standard Chartered
>>>>> Financial Account you will see that the deposit payment transaction
>>>>> does
>>>>> appear in the list of Standard Chartered transactions and also that
>>>>> the
>>>>> payment transaction has been created correctly.
>>>>>
>>>>> This also happens when you create a New Withdrawal Payment too. I
>>>>> would have
>>>>> expected them to be displayed.
>>>>>
>>>>> Does anyone know if this is the expected behaviour - if it isnt then
>>>>> I'll
>>>>> create a Jira.
>>>>>
>>>>> Thanks
>>>>> Sharan
>>>>> --
>>>>> View this message in context:
>>>>> http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25735332.html
>>>>> Sent from the OFBiz - User mailing list archive at Nabble.com.
>>>>>
>>>>
>>>>
>>>>
>>>
>>> --
>>> View this message in context:
>>> http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25741881.html
>>> Sent from the OFBiz - User mailing list archive at Nabble.com.
>>>
>>>
>>
>>
>>
>>
>
> --
> View this message in context: http://n4.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp164981p621882.html
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>
Re: Possible Error Creating New Deposit Payments
Posted by Sharan-F <sh...@gmail.com>.
Hi Jacques
Just for information - I've done some more testing here and have also been
chatting to Anil off the mailing lists about this and the process flow is
fine. It's just knowing what to do and what is supposed to happen at each
step. In my case the it was was ticking the 'Deposit in Standard Chartered '
tickbox that caused this misunderstanding. Anyway I've documented what I've
found out in the online help.
Thanks
Sharan
Jacques Le Roux wrote:
>
> Hi Anil, Sharan,
>
> I'd be interested too to see the implementation plan or development
> specification too.
> BTW it's maybe published somewhere ? If not I think it should...
>
> Jacques
>
> From: "Sharan-F" <sh...@gmail.com>
>>
>> Hi Anil
>>
>> Thanks for your reply.
>>
>> Is there a copy of the implementation plan or development specification
>> available that I can take a look at? I just want to check things out and
>> do
>> some more testing as I dont want the creation of a deposit slip for these
>> payments to mess up the process.
>>
>> One thing I notice is that the deposit slip generation functionality adds
>> the payment transaction to the financial account and links it to the
>> deposit
>> slip.
>>
>> If creating the New Deposit Payment already adds a payment transaction to
>> the financial account transactions list - will changing it so that it
>> can
>> generate a deposit slip duplicate the financial account transaction? Also
>> if
>> the transaction is already appears on the financial account transactions
>> list then does this mean that it has already been deposited? These are
>> the
>> type of questions that I'd like to investigate and I think taking a look
>> at
>> the spec will help.
>>
>> One other point on the screen consistency side – is that normally if you
>> have 'Find' screen with 'Create' buttons on it, if you do use the Create
>> buttons to create an entry then you would expect to be able to use the
>> 'Find' button to find it afterwards. Just my thoughts.....
>>
>> Anyway let me know if its possible to see the spec and I'll see how I can
>> help.
>>
>> Thanks
>> Sharan
>>
>>
>> Anil Patel-3 wrote:
>>>
>>> Sharan,
>>> Behavior you see is as per the implementation plan. The process you
>>> defined in point 5 does not create "Deposit Slip (Payment Group)" but
>>> it does create financial account transaction.
>>>
>>> I think it will be good if we created Deposit slip as well but it just
>>> depends. I implemented what was spelled in requirements. If few expert
>>> users on this list agree I will not mind adding extra bit of code that
>>> will create Deposit Slip for each payment that gets created using
>>> process defined in point 5.
>>>
>>> Anil Patel
>>> HotWax Media Inc
>>> http://www.hotwaxmedia.com
>>>
>>> On Oct 4, 2009, at 2:43 AM, Sharan-F wrote:
>>>
>>>>
>>>> Hi
>>>>
>>>> I writing up some online help documentation for the new
>>>> functionality for
>>>> Financial Accounts and I think I've come across a minor bug or
>>>> inconsistency. Steps to duplicate are as follows:
>>>>
>>>> 1. Go to 'Accounting / Financial Accounts / Main'
>>>> 2. Select Fin Account Id '9000' Standard Chartered
>>>> 3. Click on the 'Deposit/Withdraw' tab
>>>> 4. Press 'Find' (By default a list of demo data transactions
>>>> displayed. This
>>>> is fine – no problems here)
>>>> 5. Next press the 'Create New Deposit Payment' button and add
>>>> details as
>>>> follows:
>>>> Add a 'Customer Payment'
>>>> Payment Method Type 'Cash'
>>>> Leave Credit Card details blank,
>>>> From Party Id 'DemoCustomer',
>>>> To Party Id' 'Company'
>>>> Effective Date = current date and time
>>>> Amount = 99 (Any memorable amount will do!)
>>>> Click the 'Deposit Payment in : Standard Charted' box
>>>> 6. Press the 'Create' button
>>>> 7. The new payment and deposit transactions are created.
>>>>
>>>> Here is where I see the inconsistency...
>>>> Press 'Find' again on the 'Deposit / Withdraw' tab and and you will
>>>> see that
>>>> the new deposit payment transaction is not displayed. This means
>>>> that you
>>>> cant add it to a batch payment group or make a deposit slip for it.
>>>>
>>>> However if you use the 'Transactions' tab for the Standard Chartered
>>>> Financial Account you will see that the deposit payment transaction
>>>> does
>>>> appear in the list of Standard Chartered transactions and also that
>>>> the
>>>> payment transaction has been created correctly.
>>>>
>>>> This also happens when you create a New Withdrawal Payment too. I
>>>> would have
>>>> expected them to be displayed.
>>>>
>>>> Does anyone know if this is the expected behaviour - if it isnt then
>>>> I'll
>>>> create a Jira.
>>>>
>>>> Thanks
>>>> Sharan
>>>> --
>>>> View this message in context:
>>>> http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25735332.html
>>>> Sent from the OFBiz - User mailing list archive at Nabble.com.
>>>>
>>>
>>>
>>>
>>
>> --
>> View this message in context:
>> http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25741881.html
>> Sent from the OFBiz - User mailing list archive at Nabble.com.
>>
>>
>
>
>
>
--
View this message in context: http://n4.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp164981p621882.html
Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: Possible Error Creating New Deposit Payments
Posted by Jacques Le Roux <ja...@les7arts.com>.
Hi Anil, Sharan,
I'd be interested too to see the implementation plan or development specification too.
BTW it's maybe published somewhere ? If not I think it should...
Jacques
From: "Sharan-F" <sh...@gmail.com>
>
> Hi Anil
>
> Thanks for your reply.
>
> Is there a copy of the implementation plan or development specification
> available that I can take a look at? I just want to check things out and do
> some more testing as I dont want the creation of a deposit slip for these
> payments to mess up the process.
>
> One thing I notice is that the deposit slip generation functionality adds
> the payment transaction to the financial account and links it to the deposit
> slip.
>
> If creating the New Deposit Payment already adds a payment transaction to
> the financial account transactions list - will changing it so that it can
> generate a deposit slip duplicate the financial account transaction? Also if
> the transaction is already appears on the financial account transactions
> list then does this mean that it has already been deposited? These are the
> type of questions that I'd like to investigate and I think taking a look at
> the spec will help.
>
> One other point on the screen consistency side – is that normally if you
> have 'Find' screen with 'Create' buttons on it, if you do use the Create
> buttons to create an entry then you would expect to be able to use the
> 'Find' button to find it afterwards. Just my thoughts.....
>
> Anyway let me know if its possible to see the spec and I'll see how I can
> help.
>
> Thanks
> Sharan
>
>
> Anil Patel-3 wrote:
>>
>> Sharan,
>> Behavior you see is as per the implementation plan. The process you
>> defined in point 5 does not create "Deposit Slip (Payment Group)" but
>> it does create financial account transaction.
>>
>> I think it will be good if we created Deposit slip as well but it just
>> depends. I implemented what was spelled in requirements. If few expert
>> users on this list agree I will not mind adding extra bit of code that
>> will create Deposit Slip for each payment that gets created using
>> process defined in point 5.
>>
>> Anil Patel
>> HotWax Media Inc
>> http://www.hotwaxmedia.com
>>
>> On Oct 4, 2009, at 2:43 AM, Sharan-F wrote:
>>
>>>
>>> Hi
>>>
>>> I writing up some online help documentation for the new
>>> functionality for
>>> Financial Accounts and I think I've come across a minor bug or
>>> inconsistency. Steps to duplicate are as follows:
>>>
>>> 1. Go to 'Accounting / Financial Accounts / Main'
>>> 2. Select Fin Account Id '9000' Standard Chartered
>>> 3. Click on the 'Deposit/Withdraw' tab
>>> 4. Press 'Find' (By default a list of demo data transactions
>>> displayed. This
>>> is fine – no problems here)
>>> 5. Next press the 'Create New Deposit Payment' button and add
>>> details as
>>> follows:
>>> Add a 'Customer Payment'
>>> Payment Method Type 'Cash'
>>> Leave Credit Card details blank,
>>> From Party Id 'DemoCustomer',
>>> To Party Id' 'Company'
>>> Effective Date = current date and time
>>> Amount = 99 (Any memorable amount will do!)
>>> Click the 'Deposit Payment in : Standard Charted' box
>>> 6. Press the 'Create' button
>>> 7. The new payment and deposit transactions are created.
>>>
>>> Here is where I see the inconsistency...
>>> Press 'Find' again on the 'Deposit / Withdraw' tab and and you will
>>> see that
>>> the new deposit payment transaction is not displayed. This means
>>> that you
>>> cant add it to a batch payment group or make a deposit slip for it.
>>>
>>> However if you use the 'Transactions' tab for the Standard Chartered
>>> Financial Account you will see that the deposit payment transaction
>>> does
>>> appear in the list of Standard Chartered transactions and also that
>>> the
>>> payment transaction has been created correctly.
>>>
>>> This also happens when you create a New Withdrawal Payment too. I
>>> would have
>>> expected them to be displayed.
>>>
>>> Does anyone know if this is the expected behaviour - if it isnt then
>>> I'll
>>> create a Jira.
>>>
>>> Thanks
>>> Sharan
>>> --
>>> View this message in context:
>>> http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25735332.html
>>> Sent from the OFBiz - User mailing list archive at Nabble.com.
>>>
>>
>>
>>
>
> --
> View this message in context: http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25741881.html
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>
>
Re: Possible Error Creating New Deposit Payments
Posted by Sharan-F <sh...@gmail.com>.
Hi Anil
Thanks for your reply.
Is there a copy of the implementation plan or development specification
available that I can take a look at? I just want to check things out and do
some more testing as I dont want the creation of a deposit slip for these
payments to mess up the process.
One thing I notice is that the deposit slip generation functionality adds
the payment transaction to the financial account and links it to the deposit
slip.
If creating the New Deposit Payment already adds a payment transaction to
the financial account transactions list - will changing it so that it can
generate a deposit slip duplicate the financial account transaction? Also if
the transaction is already appears on the financial account transactions
list then does this mean that it has already been deposited? These are the
type of questions that I'd like to investigate and I think taking a look at
the spec will help.
One other point on the screen consistency side – is that normally if you
have 'Find' screen with 'Create' buttons on it, if you do use the Create
buttons to create an entry then you would expect to be able to use the
'Find' button to find it afterwards. Just my thoughts.....
Anyway let me know if its possible to see the spec and I'll see how I can
help.
Thanks
Sharan
Anil Patel-3 wrote:
>
> Sharan,
> Behavior you see is as per the implementation plan. The process you
> defined in point 5 does not create "Deposit Slip (Payment Group)" but
> it does create financial account transaction.
>
> I think it will be good if we created Deposit slip as well but it just
> depends. I implemented what was spelled in requirements. If few expert
> users on this list agree I will not mind adding extra bit of code that
> will create Deposit Slip for each payment that gets created using
> process defined in point 5.
>
> Anil Patel
> HotWax Media Inc
> http://www.hotwaxmedia.com
>
> On Oct 4, 2009, at 2:43 AM, Sharan-F wrote:
>
>>
>> Hi
>>
>> I writing up some online help documentation for the new
>> functionality for
>> Financial Accounts and I think I've come across a minor bug or
>> inconsistency. Steps to duplicate are as follows:
>>
>> 1. Go to 'Accounting / Financial Accounts / Main'
>> 2. Select Fin Account Id '9000' Standard Chartered
>> 3. Click on the 'Deposit/Withdraw' tab
>> 4. Press 'Find' (By default a list of demo data transactions
>> displayed. This
>> is fine – no problems here)
>> 5. Next press the 'Create New Deposit Payment' button and add
>> details as
>> follows:
>> Add a 'Customer Payment'
>> Payment Method Type 'Cash'
>> Leave Credit Card details blank,
>> From Party Id 'DemoCustomer',
>> To Party Id' 'Company'
>> Effective Date = current date and time
>> Amount = 99 (Any memorable amount will do!)
>> Click the 'Deposit Payment in : Standard Charted' box
>> 6. Press the 'Create' button
>> 7. The new payment and deposit transactions are created.
>>
>> Here is where I see the inconsistency...
>> Press 'Find' again on the 'Deposit / Withdraw' tab and and you will
>> see that
>> the new deposit payment transaction is not displayed. This means
>> that you
>> cant add it to a batch payment group or make a deposit slip for it.
>>
>> However if you use the 'Transactions' tab for the Standard Chartered
>> Financial Account you will see that the deposit payment transaction
>> does
>> appear in the list of Standard Chartered transactions and also that
>> the
>> payment transaction has been created correctly.
>>
>> This also happens when you create a New Withdrawal Payment too. I
>> would have
>> expected them to be displayed.
>>
>> Does anyone know if this is the expected behaviour - if it isnt then
>> I'll
>> create a Jira.
>>
>> Thanks
>> Sharan
>> --
>> View this message in context:
>> http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25735332.html
>> Sent from the OFBiz - User mailing list archive at Nabble.com.
>>
>
>
>
--
View this message in context: http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25741881.html
Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: Possible Error Creating New Deposit Payments
Posted by Anil Patel <an...@hotwaxmedia.com>.
Sharan,
Behavior you see is as per the implementation plan. The process you
defined in point 5 does not create "Deposit Slip (Payment Group)" but
it does create financial account transaction.
I think it will be good if we created Deposit slip as well but it just
depends. I implemented what was spelled in requirements. If few expert
users on this list agree I will not mind adding extra bit of code that
will create Deposit Slip for each payment that gets created using
process defined in point 5.
Anil Patel
HotWax Media Inc
http://www.hotwaxmedia.com
On Oct 4, 2009, at 2:43 AM, Sharan-F wrote:
>
> Hi
>
> I writing up some online help documentation for the new
> functionality for
> Financial Accounts and I think I've come across a minor bug or
> inconsistency. Steps to duplicate are as follows:
>
> 1. Go to 'Accounting / Financial Accounts / Main'
> 2. Select Fin Account Id '9000' Standard Chartered
> 3. Click on the 'Deposit/Withdraw' tab
> 4. Press 'Find' (By default a list of demo data transactions
> displayed. This
> is fine – no problems here)
> 5. Next press the 'Create New Deposit Payment' button and add
> details as
> follows:
> Add a 'Customer Payment'
> Payment Method Type 'Cash'
> Leave Credit Card details blank,
> From Party Id 'DemoCustomer',
> To Party Id' 'Company'
> Effective Date = current date and time
> Amount = 99 (Any memorable amount will do!)
> Click the 'Deposit Payment in : Standard Charted' box
> 6. Press the 'Create' button
> 7. The new payment and deposit transactions are created.
>
> Here is where I see the inconsistency...
> Press 'Find' again on the 'Deposit / Withdraw' tab and and you will
> see that
> the new deposit payment transaction is not displayed. This means
> that you
> cant add it to a batch payment group or make a deposit slip for it.
>
> However if you use the 'Transactions' tab for the Standard Chartered
> Financial Account you will see that the deposit payment transaction
> does
> appear in the list of Standard Chartered transactions and also that
> the
> payment transaction has been created correctly.
>
> This also happens when you create a New Withdrawal Payment too. I
> would have
> expected them to be displayed.
>
> Does anyone know if this is the expected behaviour - if it isnt then
> I'll
> create a Jira.
>
> Thanks
> Sharan
> --
> View this message in context: http://www.nabble.com/Possible-Error-Creating-New-Deposit-Payments-tp25735332p25735332.html
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>