Difference between revisions of "NF12 Prepay Order Configurable Shipment and Invoicing"

Revision as of 08:06, 25 July 2024

Goal: Sales Process

Developer: cloudempiere, Takacs Peter, Design: Igor Pojzl, Norbert Bede Review: CarlosRuiz, Hengsin

Background

iDempiere allow create various document types, from simple sales order with reservation trough prepayment till pos order (order, ship, invoice, payment). The prepayment point is do not deliver until the payment was not received against order.

Motivation

We facing issue with variability requirement, when to generate shipment and invoice after payment received. There was a limitation before, iD create shipment and invoice either stocked items and services. Also iDempiere assumed after prepayment the invoice and payment must generated immediately. This cause absence of support Pick and Ship confirmation.

Solution

Added 2 new checkboxes to Document Type, which enable change on which Prepayment process will be Shipment and/or invoice generate.

These changes allow use Prepay order in various use cases like

create e-commerce order for selling services, when paid by payment transation, create payment then invoice only automatically
create sales order with 1 step ship, invoice after payment received
create sales order stop delivery, when payment received, then order being complted and can be released to shipment (generate shipment) which autogenerate Shipment Confirmation. When Shipment confirmed, then invoice generated which automatically allocate to payment paid before order delivered.

@@ Line 11: / Line 11: @@
 '''Motivation'''
-We facing issue with variability requirement, when to generate shipment and invoice after payment received. There was a limitation before, iD create shipment and invoice either stocked items and services.
+We facing issue with variability requirement, when to generate shipment and invoice after payment received. There was a limitation before, iD create shipment and invoice either stocked items and services. Also iDempiere assumed after prepayment the invoice and payment must generated immediately. This cause absence of support Pick and Ship confirmation.
 '''Solution'''
 Added 2 new checkboxes to Document Type, which enable change on which Prepayment process will be Shipment and/or invoice generate.
+These changes allow use Prepay order in various use cases like
+# create e-commerce order for selling services, when paid by payment transation, create payment then invoice only automatically
+# create sales order with 1 step ship, invoice after payment received
+# create sales order stop delivery, when payment received, then order being complted and can be released to shipment (generate shipment) which autogenerate Shipment Confirmation. When Shipment confirmed, then invoice generated which automatically allocate to payment paid before order delivered.