Re: payments processing fails in 1.3.29

[ario <..hidden..>]

Ok, I see the problem, it's a combination of lay-out and intuitivity in
the Payments/Receipts forms.


Executive Summary of suggestions:
1. change 'To Pay' into 'Payment'.
2. move payment checkbox in dropdown menu to line with 'To Pay' amount.
3. present a subtotal field after 'Update' for all payments going to be
effectuated if 'Post' were to be hit.
Maybe this could make the process a bit more intuitive?


Explanation:

1.
It was easy for me to confuse 'Amount Due' with 'To Pay', because they
can mean the same, but the program means with 'To Pay': "I am going to
pay this", while I thought it was the amount to be paid.

2.
Further the location of the checkbox on the line 'source' in the
dropdown of an invoice line. If it means to confirm 'paying now', it
would be more logically, I think, if it were on the same line as the 'To
Pay' data field.

3.
Further, after 'Update', one might expect a field with a subtotal
listing the total of payments actually going to be done.
I could not find that, I only can see the total amount due updated
(reduced), leaving the user to have to use a calculator to calculate the
total amount to be taken from/put in his wallet.
It allows for cross-checking the transfer of payments/receipts from one
company to the other if both are worked on in lsmb, and I remember that
feature in 1.2 as very helpful when processing more than 1 entries at a
time.


Thanks for your time




On Fri, 2013-05-17 at 07:38 -0700, Chris Travers wrote:
> 
> 
> 
> On Fri, May 17, 2013 at 7:12 AM, ario <..hidden..>
> wrote:
>         Hello, I didn't find this problem in the list of fixed bugs
>         for 1.3.32,
>         so I'm afraid it's me that is doing something wrong or what.
>         
>         I try to process a payment by going to Cash|
>         Receipt/Payment|<Customer
>         Name>|Continue.
>         Then on any invoice line I check the check-box at the right of
>         the
>         invoice for which I just received/did a payment, and press
>         'Update'.
>         What happens then is that the invoice being 'updated' has
>         disappeared
>         from the screen, so posting doesn't seem an option anymore
>         either.
>         I'm also a bit weary about hitting 'Post' without 'Update'
>         first.
>         
>         Did I miss something?
> 
> 
> If it is the checkbox under the X that is to remove the invoice from
> the list.  Don't click the checkbox for invoices you want to pay.  We
> may want to rethink what we can do to make it more obvious what it
> does.
> 
> 
> Is it a different checkbox?
> 
> Best Wishes,
> Chris Travers 
>         
>         
>         
>         
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security visibility with the essential security capabilities. Easily and
efficiently configure, manage, and operate all of your security controls
from a single console and one unified framework. Download a free trial.
http://p.sf.net/sfu/alienvault_d2d
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