Taking Up Credit Notes In Cashbook Receipts  Topic is solved

Discussions relating to plugin development, and the Jiwa API.

Taking Up Credit Notes In Cashbook Receipts

Postby Nina Tulic » Fri Nov 01, 2019 1:07 pm

Hi,

Currently, when recording a customer payment via the cashbook receipts entry form, users cannot take-up any outstanding credit notes that the customer has on their remittance advice. When you bring up the allocation popup only invoices are displayed.

It is possible to work around this via a plugin. We have tried to do this but Jiwa is treating the credit note as an invoice so the allocations are never correct.

Thank you.
Nina
Nina Tulic
Occasional Contributor
Occasional Contributor
 
Posts: 35
Joined: Fri Feb 14, 2014 11:03 am
Topics Solved: 0

Re: Taking Up Credit Notes In Cashbook Receipts  Topic is solved

Postby Mike.Sheen » Fri Nov 01, 2019 2:43 pm

In short, no.

The cash book receipt was designed only to allocate a new credit amount against existing debit amounts. Trying to do more than that simply won't work - our business logic depends on the assumption that each line of the cash book receipt batch may have one or more existing debits to allocate to, and that's all - allocating unrelated existing credits to anything is not a function of that form.

Where you can do that is the Debtor Maintenance Form / Business logic - you can allocate any debits against any credits there.
Mike Sheen
Chief Software Engineer
Jiwa Financials

If I do answer your question to your satisfaction, please mark it as the post solving the topic so others with the same issue can readily identify the solution
User avatar
Mike.Sheen
Jiwa Shihan
Jiwa Shihan
 
Posts: 1640
Joined: Tue Feb 12, 2008 11:12 am
Location: North Sydney
Topics Solved: 522

Re: Taking Up Credit Notes In Cashbook Receipts

Postby Ernst » Fri Mar 06, 2020 11:25 am

Our Customer Would also love this. It makes the Cash Book allocation possible in one step, without having to constantly check that all credits are matched up on the debtor.

Could it be added to the list of nice to have features for a future release. It may not be that difficult to add credits to the list.
User avatar
Ernst
Frequent Contributor
Frequent Contributor
 
Posts: 114
Joined: Tue Feb 19, 2008 3:43 pm
Topics Solved: 7


Return to Technical / Programming

Who is online

Users browsing this forum: No registered users and 1 guest

cron