Payment Selection (Manual)

[Pritesh Shah]

Payment Selection (Manual) creates Payment Selection records even if user clicks cancel button on the pop up dialog which asks "Generate Payments from Payment Selection".

Currently implementation is, when process button is clicked, Payment Selection records is created and why ok button pop up dialog is clicked, that prepare payment process is executed on that payment selection records. 

But for the end user, they click on the process and clicks on cancel, they assumes nothing should happens whereas system created payment selection records.

My suggestion is to have one checkbox in the dialog say "Prepare Payment" and user checks the checkbox they want to prepare payment, if they dont check it and clicks ok then only creates payment selection record. If they click cancel then nothing should happen

[redhuan d. oon]

The way you describing it seems like a good bug catch. If so, raise a JIRA ticket.

[Carlos Antonio Ruiz Gómez]

Payment Selection form drives a three step process:

1 - when the user selects the invoices to pay it generates payment selection records

2 - after generated the payment selection records it ask user if he/she wants to generate payments from payment selection (this is the step you're describing)

3 - after generated payments it ask user if he/she wants to open the print form to print/export the generated payments

So, I think the behavior is correct - when user push cancel in 2nd step the 1st step was completed, and user is doing a wrong assumption there, I think is simple to teach them correctly the process or change the message "VPaySelectGenerate?" to explain that payment selection records were already generated.

If the user cannot understand that or keep pushing errors maybe you can consider using the sysconfig key PAYMENT_SELECTION_MANUAL_ASK_INVOKE_GENERATE - and teach the user how to execute the process in three separate steps.

Regards,

Carlos Ruiz

[Pritesh Shah]

I agree the process is 3 step, but end user is not aware that on click to the process system will create the payment selection records and then from the pop up if user clicks on ok it prepare the payment. For end user, once they click on process button and pop-up opens and they cancels it, they assume nothing should have happened and then he will try some other time so then there will be multiple duplicate records would have created unnecessarily.

Sysconfig option is good, but user likes the pop up asking user before taking the action. So I believe having better user experience by not doing anything on clicking to process button and then on pop up have check box for prepare payment, if checked prepare payment will be created on click to ok else only payment selection record will be created on click to ok button. if user clicks cancel nothing happens. See if you think what if suggesting is value addition to user experience.

Thanks,

Pritesh

[Pritesh Shah]

Redhuan, 

I am not having JIRA access, if you can help me to have JIRA account for iDempiere would be great where I can give some cents to the community :)

[redhuan d. oon]

I think you just have to register there and i guess you be aprroved.

[Carlos Antonio Ruiz Gomez]

Hi Pritesh, as advised before, you can change the message "VPaySelectGenerate?" to tell the user: "The payment selection records were already generated, do you want to generate also Payments?"

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[Pritesh Shah]

Hello Carlos,

We change the message but that will not change the backend behaviour right?, where once user clicks on process button payment selection record will be created.

I dont want any additional functionality implemented apart from what we have in the Payment Selection and Payment Selection (Manual)

[Carlos Antonio Ruiz Gomez]

Yep, the idea to change the message is just informative to clarify what your users are misunderstanding.

For your suggestion I think you would need to develop a new form to achieve that, good -> iDempiere is easy to extend via plugins, bad -> forms are not easy to write.

Regards,

Carlos Ruiz