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0014181Openbravo ERPZ. Otherspublic2010-08-13 11:422010-08-26 14:42
highmajorhave not tried
Advanced Payables and Receivables Mngmt
0014181: Add generated and used credit information on BP window
We had a demonstration for Richard yesterday for the APR and he told me that the overpayment by a customer and leaving it as a credit should work:

The overpayment is executed and deposited and the credit should be showing up in the Business Partner credit picture. Also, when you execute a new 'receive payment' the outstanding credit for that customer should appear.
Both is not happening though.
Enter a Sales order for a certain amount (in my case 174 euros). Enter a Receive payments for a higher amount (in my case 10000 euros). Execute and deposit this Receive payments.
Now in the receive payments, the amount of credit appears, which is correct.

However, checking the BP customer tab, the credit fields (credit limit, credit used) are not updated to reflect this credit

Also, when I add a new Receive payments for the same BP with 0 amount and I press the add payment details, in the popup screen I would expect the credit outstanding to appear also, to reflect that the BP can pay more invoices. However, instead the total is appearing as 0 and when I select Sales Orders it asks me if they should remain underpaid.

Not sure if some alert should also should appear when I enter a new Salesorder (would be nice if it indicates that there's credit outstanding) but that doesn't happen either.

See snapshots
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png 130810credit1.png (49,459) 2010-08-13 11:42

png 130810credit2.png (64,665) 2010-08-13 11:43

png 130810credit3.png (74,572) 2010-08-13 11:44

png 130810credit4.png (113,525) 2010-08-13 11:44
Issue History
2010-08-13 11:42RenateNieuwkoopNew Issue
2010-08-13 11:42RenateNieuwkoopAssigned To => gorkaion
2010-08-13 11:42RenateNieuwkoopFile Added: 130810credit1.png
2010-08-13 11:43RenateNieuwkoopFile Added: 130810credit2.png
2010-08-13 11:44RenateNieuwkoopFile Added: 130810credit3.png
2010-08-13 11:44RenateNieuwkoopFile Added: 130810credit4.png
2010-08-25 09:27gorkaionNote Added: 0030292
2010-08-25 09:27gorkaionStatusnew => closed
2010-08-25 09:27gorkaionResolutionopen => out of date
2010-08-25 09:46RenateNieuwkoopNote Added: 0030294
2010-08-25 09:46RenateNieuwkoopStatusclosed => new
2010-08-25 09:46RenateNieuwkoopResolutionout of date => open
2010-08-25 09:48RenateNieuwkoopNote Added: 0030295
2010-08-25 09:48RenateNieuwkoopTypedefect => feature request
2010-08-26 14:41gorkaionAssigned Togorkaion => eduardo_Argal
2010-08-26 14:42gorkaionSummaryCredit from overpayment does not appear anywhere, only in the receive payment doc that had the overpayment => Add generated and used credit information on BP window

2010-08-25 09:27   
Hi Renate,

We developed the ability to leave as credit some amount, but not the ability to use it. That will be available on next version of the module.

If you compile the module using the sources from the repository you would be able to see it already working. We are reaching now the testing phase of this functionality.

However, we are not planning to modify the BP credit card. Neither to build some alerts. If you think that these are necessary please log some feature request so we can consider on a later stage its development.

At this moment you will be able to see the available credit amount when creating new payments from the invoices, make/receive payment windows and also from the Add Payment button on the Add Transaction of the Financial account window.

2010-08-25 09:46   
Hi Gorka,

I'm reopening the issue to change it to a request for enhancement

2010-08-25 09:48   
Changing this issue to request for enhancement:

Checking the BP customer tab, the credit fields (credit limit, credit used) should be updated to reflect the credit