0015962: Matching algorithm interface needs to support overpayment

Description

The new interface for the matching algorithm is not sufficient in case of
overpayment with reference to one invoice.

As an example, we explain 2 business cases:

Business case 1:
There are 2 sales invoices for one customer. This customer pays for both invoices in one bank transfer => one bank statement line

Invoice 1, amount = 120,--
Invoice 2, amount = 80,--
Payment = 200,--

The matching algorithm must be able to find both invoices as strong matches. At the moment he can only find invoice 1 or 2.

Business case 2:
There is 1 sales invoice for the customer. The customer pays more than the amount of the invoice.

Invoice, amount = 120,--
Payment = 200,--

The matching algorithm should return the matched invoice and the matched business partner for credit booking.

Proposed Solution

public FIN_MatchedTransaction match(FIN_BankStatementLine bankStatementLine,List<FIN_FinaccTransaction> excluded) throws ServletException;
method, only returns one element. Change the return type of the match method to a List-Type: List<FIN_MatchedTransaction>

Tags

No tags attached.

Attached Files

Relationships [ Relation Graph ] [ Dependency Graph ]

Notes
(0034167) rmorley (reporter) 2011-02-14 11:22	For each business case, can you describe the matching logic that the system should follow? In both business cases described there is no match against the value of the bank statement line and any single payment line in Openbravo, so there has to be matching criteria other than doing a match on value.

(0034229) mgerke (reporter) 2011-02-16 12:43	There is a priority in the matching: 1. payments 2. invoices 3. orders 4. business partners If the matching algorithm finds one match on a specific level, the algorithm should include this in his result list and search further for more matches on the same level and the lower levels. This will be done by our matching algorithms. But at his time, the search process is interrupted and the algorithm returns with only one result. But there must be also changes in the dialog to show these multiple matches on one bank statement line.

Issue History
Date Modified	Username	Field	Change
2011-02-14 09:53	maite	New Issue
2011-02-14 09:53	maite	Assigned To	=> rmorley
2011-02-14 09:53	maite	Modules	=> Advanced Payables and Receivables Mngmt
2011-02-14 11:22	rmorley	Note Added: 0034167
2011-02-16 12:43	mgerke	Note Added: 0034229