Page History

...

• BI, data warehouse
  • Entities extended with InventoryItemFact, added related Birt reports.

• Help system and document
  • Accounting agreement help screens completed
  • Junit test explained.
  • Ebay component help screens added.

...

• Accounting / AR /AP
  • Refund for orders placed from PayPal express checkout was not working. Fixed this issue.
  • Payment Batches are created by assigning of Payments to FinAccount. In batching FinAccountTrans record is created and then it is assigned to Payment. So on cancelling payment batch if FinAccountTrans status set to cancel. And then association of Payment to FinAccount break and it will available for another batch.
  • Modify AR/AP main screen to be a portal page. Show list of "Past Due Invoices" and "Invoices Due Soon" in different portlets in AR/AP.
  • List Reconciliations under Financial Account must bee associated to the Finanacial Account.
  • FinAccount Reconciliation Search Result Table - Add new column for Cancel Reconciliation.
  • Add new field - Closing balance to Reconciliation Screen - This will sum of Opening Balance(default 0) + Reconciled Balance (default 0).
  • Improved error message while cancelling payment batch.
  • Add new feature to Bulk Print Invoices.
  • Add bulk status change action on AR find invoice screen, also add ability to print bulk invoices.
  • Financial Account Transaction - Enhance Deposit Slip Popup.
  • Reconciliation Screen Enhancements. In Financial Account At Reconciliation Screen (https://demoofbiz-vm.ofbizapache.org/accounting/control/EditFinAccountReconciliations?finAccountId=ABN_CHECKING), rename field name "Reconciled Date" by "Reconciliation Date". A write a scheduled service (autoFinAccountReconciliation) which will call once in a day and get all of the reconciliation records whose reconciliation date is set in between current date.
  • Updated Check Run process to use PaymentMethod of paying organizationParty instead of FinAccount. finAccountId is now fetched from PaymentMethod and finAccount Transaction is created.
  • Added bulk action for updating invoice status. Also cleaned up javascript code to take advantage of prototype library. Still remains to move javascript in separate file and also css trick to show button disabled when it is.
  • Removed duplicate definition of CommonPartyDecorator. Added partyDecoratorLocation parameter to ar/ap web.xml file so they can find CommonPartyDecorator.
  • Added view entity to fetch Payment, PaymentType desc, PaymentMethodType desc, status desc and Party names for display in UI. Fixed depositWithdrawPayment.ftl, now uses view.
  • Adding mass payment status change to find screen. Also added few more details in payments list.
  • Renamed CommonAdminDecorator to CommonGlSetupDecorator, new name is close to the purpose. Added commonGlSetupDecoratorLocation context parameter. Allows easy way to override decorator in derived applications.
  • Adding a view to fetch data from Payment Group Member, Payment and FinAccountTrans entities.
  • When creating AP payment use PaymentMethod of organizationParty. FinAccount Transactions are created by fetching finAccountId from PaymentMethod.
  • Adding Find Bank Reconciliations screen.
  • Screenlets for Quick view into invoices past due and invoices coming due soon.
  • Improvements to PaymentGroup UI.Fixed issue with List of deposit slips displaying under FinAccount tab are not associated to FinAccount.This list should contain only those deposit slips which are created for selected FinAccount.
    Added ordering, Show deposit slips in search result in descending order of effective date.

...

• New component: Setup.
  With this component you can start with a system only containing seed data. Then create an admin user and setup the system with this webapp, entering minimal information for the company, productstore, catalog, category and a first product. Enter also the first customer and you can create your first sales order entry, even the glaccounts will be loaded from a external file and the invoice will be properly generated. This can be done in less then 5 minutes.
  To start of an empty system was never that easy. See the official ofbiz document for more info.

• SFA.
  • added the linking between companies and contact according the party manager principle.
  • add the function to assign an existing lead to a sales person.

...