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TypeCategorySeverityReproducibilityDate SubmittedLast Update
feature request[Openbravo ERP] Z. Othersmajorhave not tried2010-08-13 11:422010-08-26 14:42
ReporterRenateNieuwkoopView Statuspublic 
Assigned Toeduardo_Argal 
PriorityhighResolutionopenFixed in Version
StatusnewFix in branchFixed in SCM revision
ProjectionnoneETAnoneTarget Version
OSAnyDatabasePostgreSQLJava version
OS VersionDatabase versionAnt version
Product Version2.50SCM revision 
Review Assigned To
Web browser
ModulesAdvanced Payables and Receivables Mngmt
Regression level
Regression date
Regression introduced in release
Regression introduced by commit
Triggers an Emergency PackNo

0014181: Add generated and used credit information on BP window

DescriptionWe 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.
Steps To ReproduceEnter 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
TagsNo tags attached.
Attached Filespng file icon 130810credit1.png [^] (49,459 bytes) 2010-08-13 11:42

png file icon 130810credit2.png [^] (64,665 bytes) 2010-08-13 11:43

png file icon 130810credit3.png [^] (74,572 bytes) 2010-08-13 11:44

png file icon 130810credit4.png [^] (113,525 bytes) 2010-08-13 11:44

- Relationships Relation Graph ] Dependency Graph ]

-  Notes
gorkaion (developer)
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.

RenateNieuwkoop (reporter)
2010-08-25 09:46

Hi Gorka,

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

RenateNieuwkoop (reporter)
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

- Issue History
Date Modified Username Field Change
2010-08-13 11:42 RenateNieuwkoop New Issue
2010-08-13 11:42 RenateNieuwkoop Assigned To => gorkaion
2010-08-13 11:42 RenateNieuwkoop File Added: 130810credit1.png
2010-08-13 11:43 RenateNieuwkoop File Added: 130810credit2.png
2010-08-13 11:44 RenateNieuwkoop File Added: 130810credit3.png
2010-08-13 11:44 RenateNieuwkoop File Added: 130810credit4.png
2010-08-25 09:27 gorkaion Note Added: 0030292
2010-08-25 09:27 gorkaion Status new => closed
2010-08-25 09:27 gorkaion Resolution open => out of date
2010-08-25 09:46 RenateNieuwkoop Note Added: 0030294
2010-08-25 09:46 RenateNieuwkoop Status closed => new
2010-08-25 09:46 RenateNieuwkoop Resolution out of date => open
2010-08-25 09:48 RenateNieuwkoop Note Added: 0030295
2010-08-25 09:48 RenateNieuwkoop Type defect => feature request
2010-08-26 14:41 gorkaion Assigned To gorkaion => eduardo_Argal
2010-08-26 14:42 gorkaion Summary Credit 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

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