Sales Order payments tab and cash book

[DannyC]

Interesting scenario...

Unprocessed sales order with a few lines that are backordered.
A payment has been taken on the payment tab which needs to get into the financials <today>. Currently they need to process the sales order and that'll create the Cash Book batch which in turn can be activated to show on the debtor.

For this client, the goods might be a month or two coming. And in the intervening time their customer may choose to modify the sales order - different parts, different quantities, different sell prices.
Ideally they want to keep the sales order unprocessed to allow for easy editing of the lines, but still accept a payment on the payments tab which will create/append to a cash book batch like it does now when processed.

I'm thinking of creating a ribbon button "Process Payment" which would process the payment only - not the sales order.
It would tick the Processed boolean in the Payments grid and even perhaps write the cash book batchno into the Remark.

Opening this up to the brains trust on the best approach and possibly even the shell of a sample plugin I could build upon.

V 7.2.1

Cheers

[DannyC]

Getting a bit of pressure from client to see if this could be done. Seems to think its an easy thing! "All you need to do is....."

Anyway I'd be keen to know if its possible and ideally grab a very rough outline of a plugin I could expand upon, although I know that might be pushing it a bit.

[Mike.Sheen]

You do not need a plugin for this. We handle this already - you can process just payments without processing the order. I'd provide more detail like screenshots, but I am currently on a plane travelling back from the Sydney office... but you should be able to figure it out if you look, now that you know.

[DannyC]

You do not need a plugin for this. We handle this already - you can process just payments without processing the order.

You'd think after supporting Jiwa for over 20 years I'd know

Anyway, did some surfing around inside Jiwa and found it.

If anyone needs to know

1. On the Payments tab, click the Process checkbox.
2. Via the menu, Sales -> Processing -> Process Orders, i.e. the Batch Processing screen
3. Tick Process Payments Only
4. For my scenario, I populated the From/To Invoice No with just the InvoiceNo in question
5. Append to Candidates and Process at the bottom of the screen.

That'll create a cash book receipts batch & display the payment as processed, but the sales order remains unprocessed.