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From Alexander1893 <alexan...@familie-schweizer.net>
Subject Re: Demo Data - Financial Account Activation
Date Thu, 07 Jan 2010 12:59:13 GMT

Hi Sharan,

I know found the service name (was looking in the wrong place... sorry).

But I still not understand how the logic is behind assigning content to a
service...

Can anyone help here?

Thanks
Alexander


Alexander1893 wrote:
> 
> Hi Sharan,
> 
> thanks for the reply. But actually I can't see anywhere the field "Service
> Name"...
> I just see "Product Content Type Id  	Fulfillment External (Async)" on the
> Screen
> 
> Any further help?
> 
> Thanks
> Alexander
> 
> 
> Sharan-F wrote:
>> 
>> Hi Alexander 
>> 
>> Are you are asking about what triggers the creation of the financial
>> account from the FA-001 product ? If so then this might help.
>> 
>> 1. Login to Catalog Manager as admin
>> 2. Find the 'FA-001' product
>> 3. Click on the 'Content' tab
>> 4. You will see that there is a content entry called 'FA-ACTIVATION' . 
>> 5. Click on the 'FA-ACTIVATION' under the 'Edit Content' column and it
>> will take you to the content entry for 'FA-ACTIVATION'. 
>> 6. In the 'Service Name' field you will see that there is a service
>> associated with this entry called 'createPartyFinAccountFromPurchase'.
>> 
>> I think that it this service that asynchronously creates the financial
>> account for the product but am not sure if there are other rules around
>> it.
>> 
>> Hope this helps.
>> 
>> Thanks
>> Sharan
>> 
>> 
>> Alexander1893 wrote:
>>> 
>>> Hi Sharan,
>>> 
>>> with the actual trunk it worked - thanx for that!
>>> But still I have a question:
>>> 
>>> I can't see where the "activation" product is defined as a product
>>> creating and charging a finaccount... is that hard-coded or defined in
>>> the back-office?
>>> 
>>> thanx a lot for further help.
>>> 
>>> alexander
>>> 
>>> 
>>> Sharan-F wrote:
>>>> 
>>>> Hi Alexander
>>>> !
>>>> I've done a  test using the demo data and I've got it to work. Although
>>>> I did enter an 'Activation Serial Number' (I just used 12345678)  I'm
>>>> not sure that the activation serial number is used as part of
>>>> activating the account.
>>>> 
>>>> For a Gift Card then you would need an activation number or a unique of
>>>> code that you know (or the person with the gift card knows) so that
>>>> they will be able to use it.
>>>> 
>>>> See below for the steps I followed for my test so you can have a go at
>>>> replicating it.
>>>> 
>>>> 1. Login to ecommerce as DemoCustomer
>>>> 2. Add  an Account Activation Product to the Shopping Cart (I chose $30
>>>> as the amount for Account Activation – FA-001-30)
>>>> 3. Do a Quick Checkout 
>>>> 4. Enter the 'Activation Serial Number' (I used 12345678)
>>>> 5. There is 'No Shipping' because we have a digital product
>>>> 6. For Payment I chose 'Mail Check/Money Order'
>>>> 7. Press 'Continue to Final Order Review' 
>>>> 8. Press 'Submit Order'
>>>> 9. The order is created (Note the Order Number – I got WSCO10000)
>>>> 10. Logout as DemoCustomer
>>>> 
>>>> 1. Login to Order Manager as admin 
>>>> 2. Locate the order that has just been created in the 'Order Received
>>>> List' and click on it
>>>> 3. The Order details will be displayed. 
>>>> 4. Click on the 'Receive Payment' in the 'Payment Information' box
>>>> 5. Enter '30' in the box labelled 'Cash' and press 'Save'
>>>> 6. The Order Details will be redisplayed and will show the payment as
>>>> received. This will also automatically generate an invoice for the
>>>> payment and create the Financial Account for DemoCustomer.
>>>> 
>>>> To view the the new Financial Account details as admin
>>>> 1. Go to Accounting / Financial Account / Find Financial Account 
>>>> 2. Press 'Find' for the default search options
>>>> 3. The new Financial Account should be created with type 'Deposit
>>>> Account' and it should be active. 
>>>> 4. The Financial Account Name should be 'Customer Balance Account' and
>>>> it will have a Fin Account Code but this is not related to the
>>>> Activation Serial Number that you entered and I think this is randomly
>>>> generated.
>>>> 
>>>> To view the new Financial Account details as DemoCustomer
>>>> 1. Login as DemoCustomer in ecommerce
>>>> 2. Click on the 'Profile' link
>>>> 3. Scroll down to the bottom and you will see the Account details.
>>>> 
>>>> Now that the financial account has been created for DemoCustomer –
>>>> during the checkout process a new option will be available for them to
>>>> pay via this account.
>>>> 
>>>> The main point to note is that the Financial Account isnt created until
>>>> the customer payment has been received and validated since it is a
>>>> prepayment account and not a credit account. If it was a credit account
>>>> (like a billing account) then the customer could buy products and have
>>>> them shipped before they paid you any money. 
>>>> 
>>>> Whichever one you want to use will depend on your business processes.
>>>> 
>>>> Hope this helps.
>>>> 
>>>> Thanks
>>>> Sharan
>>>> 
>>>> 
>>>> Alexander1893 wrote:
>>>>> 
>>>>> Hi Sharan,
>>>>> 
>>>>> I already thought, that it should work like that... but actually no
>>>>> finAccount is created, when I buy the Activation Product... Probably
>>>>> that's because of the "serial" I have to enter when putting the
>>>>> product into the shopping cart - what has to be entered here?
>>>>> 
>>>>> Thanks a lot!
>>>>> Alexander
>>>>> 
>>>>> 
>>>>> Sharan-F wrote:
>>>>>> 
>>>>>> Hi Alexander
>>>>>> 
>>>>>> When a customer buys the 'Financial Account Activation' product,
>>>>>> OFBiz creates a new account for that customer (you will be able to
>>>>>> see the new account under the Accounting / Financial Accounts) and
I
>>>>>> think it will also be added to the view for the customer's party
>>>>>> record so you will be able to see what the balance of the account
is.
>>>>>> 
>>>>>> The customer can then add credit to the account by paying money in
>>>>>> and then use that account to pay for other products at a later time
–
>>>>>> so it's a bit like opening a prepayment account.
>>>>>> 
>>>>>> Financial accounts in OFbiz are also used as part of the Gift Card
>>>>>> and Certificate functionality and has recently been adapted to handle
>>>>>> bank accounts.
>>>>>> 
>>>>>> Here's a link to an old thread about what Financial Accounts can
be
>>>>>> used for that might be useful.
>>>>>> http://www.nabble.com/forum/ViewPost.jtp?post=20353472&framed=y
>>>>>> 
>>>>>> 
>>>>>> Hope this helps.
>>>>>> 
>>>>>> Thanks
>>>>>> Sharan 
>>>>>> 
>>>>>> 
>>>>>> Alexander1893 wrote:
>>>>>>> 
>>>>>>> Hi all,
>>>>>>> 
>>>>>>> in the Demo Data there's a product "Financial Account Activation
>>>>>>> [FA-001]".
>>>>>>> 
>>>>>>> Can anyone tell me what this product is meant for?
>>>>>>> 
>>>>>>> Thanks a lot!
>>>>>>> 
>>>>>>> Alexander
>>>>>>> 
>>>>>> 
>>>>>> 
>>>>> 
>>>>> 
>>>> 
>>>> 
>>> 
>>> 
>> 
>> 
> 
> 

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