Not working - Set/update client obligations (to your company)

provide an example process

https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/edit/

[quote] Mulach Marina Anatolyevna Employee wrote: https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/edit/ [/quote] https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/edit/

you have an incoming process direction - https://prnt.sc/uumo9u , and you make posting in this order - https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/storage/ for the amount 2200 How are liabilities calculated? 1. On the order, the action registered the obligations of the client on the status from the additional field = 2000 2. Payments through the process https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/payment/ = 0 3. Postings under the process https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/storage/ are taken into account in the client's obligations (because the client either gives us goods or money) - the amount of posting of goods = 2200 As a result, we get: -2000 - 0 - 2200 = -4200 the bottom line is that no one does posting in the client's process - for this, an outgoing order to the supplier is created, and postings are already made in it (to extinguish the supplier's obligations to us).

And extinguish our obligations? - if it is a commodity for sale That is, transfer everything to the order to the supplier and the amount will be displayed correctly there? or will also add its own amount.? [quote] Mulach Marina Anatolyevna Employee wrote: you have an incoming process direction - https://prnt.sc/uumo9u , and you make posting in this order - https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/stora... in the amount of 2200 How liabilities are considered: 1. According to the order, the action registered the client's obligations with the status from the additional field = 20002. Payments by the process https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/payme... = 03. Posting by the process https ://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/stora... are taken into account in the client's obligations (because the client either gives us goods or money) - the amount of posting of goods = 2200 As a result, we get: -2000 - 0 - 2 200 = -4200 The bottom line is that no one does posting in the client process - for this, an outgoing order is created for the supplier, and postings are already made in it (to extinguish the supplier's obligations to us). [/quote]

[quote] Mulach Marina Anatolyevna Employee wrote: you have an incoming process direction - https://prnt.sc/uumo9u , and you make posting in this order - https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/stora... in the amount of 2200 How liabilities are considered: 1. According to the order, the action registered the client's obligations with the status from the additional field = 20002. Payments by the process https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/payme... = 03. Posting by the process https ://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/stora... are taken into account in the client's obligations (because the client either gives us goods or money) - the amount of posting of goods = 2200 As a result, we get: -2000 - 0 - 2 200 = -4200 The bottom line is that no one does posting in the client process - for this, an outgoing order is created for the supplier, and postings are already made in it (to extinguish the supplier's obligations to us). [/quote] How is my process different from purchasing? do they have the same functionality? It is important for me that the settings work https://prnt.sc/uume7q but they do not work If I transfer to supplier purchases but with the same settings. it won't work anyway, because https://prnt.sc/uume7q settings don't work

[quote] Alexander wrote: And extinguish our obligations? - if it is a commodity for sale [/quote] in incoming orders, our obligations are extinguished by the sale of goods from the warehouse, in outgoing orders - by outgoing payments I advise you to watch a video on working with obligations: https://b2bhub.crm-onebox.com/admin/standards-main/377/ , https://b2bhub.crm-onebox.com/admin/standards-main/212/

[quote] Alexander wrote: How is my process different from purchasing? do they have the same functionality? It is important for me that the settings work https://prnt.sc/uume7q but they do not work If I transfer to supplier purchases but with the same settings. it won't work anyway, because https://prnt.sc/uume7q settings don't work [/quote] you initially have the wrong direction of the process

changed direction - no sense anyway I want it to take as I indicated in the settings, and not in my own way [quote] Mulach Marina Anatolyevna Employee wrote: Alexander wrote: What is the difference between my process and purchasing? do they have the same functionality? It is important for me that the settings work https://prnt.sc/uume7q but they do not work If I transfer it to the supplier's purchases but with the same settings. it won’t work anyway, because the https://prnt.sc/uume7q settings don’t work for you initially in the wrong direction of the process [/quote]

[quote] Mulach Marina Anatolyevna Employee wrote: Alexander wrote: What is the difference between my process and purchasing? do they have the same functionality? It is important for me that the settings work https://prnt.sc/uume7q but they do not work If I transfer it to the supplier's purchases but with the same settings. it won’t work anyway, because the https://prnt.sc/uume7q settings don’t work for you initially in the wrong direction of the process [/quote] Disabled ""Set/update customer obligations (to your company)""" https://prnt.sc/uunyd5 Why does it still count? https://prnt.sc/uunzg8 We don't need it, but it considers changed direction - no sense anyway

[quote] Alexander wrote: Disabled ""Set/update customer obligations (to your company)""" https://prnt.sc/uunyd5 Why does it still count? https://prnt.sc/uunzg8 We don't need it, but it considers changed direction - no sense anyway [/quote] the action is triggered when the transition to the stage, i.e. you have moved - the obligations have been updated. You removed the action from the stage, but the transition was there and the system recorded the obligations. To reset the obligations, you need to go to the stage with this action, where you indicate the percentage of the amount - zero. Also, it should be remembered that the direction of the BP is written to the process at the time of creation and changing the direction in the BP settings will only work for new processes. To change the direction of an existing process, you need to go to the stage with the Action "change the direction of the process

If there is a solution in the answers to the task, please mark the solution. Thanks

[quote] Shcherbatykh Ivan Alexandrovich Employee wrote: Alexander wrote: Disabled ""Set/update client obligations (to your company)""" https://prnt.sc/uunyd5 Why does it still count? https://prnt.sc/uunzg8 We don't need this, but it counts changed direction - there is no sense, all the equal action is triggered when you go to the stage, i.e. you have passed - the obligations have been updated. You removed the action from the stage, but the transition was there and the system recorded the obligations. To reset the obligations, you need to go to the stage with this action, where specify the percentage of the amount - zero. Also, remember that the direction of the BP is written to the process at the time of creation and changing the direction in the BP settings will only work for new processes.To change the direction of an existing process, you need to go to the stage with the Action "change direction process [/quote] Liabilities are not reset here are the settings https://prnt.sc/uvcabn as you said I changed the direction of the business process in different ways and did the incoming and outgoing (each time I created a new process from beginning to end)

is this a test process? https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/edit/ Can I change the stage in it?

[quote] Shcherbatykh Ivan Alexandrovich Employee wrote: is this a test process? https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/edit/ can I change the stage in it? [/quote] yes you can, it's all test

[quote] Shcherbatykh Ivan Alexandrovich Employee wrote: is this a test process? https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/edit/ can I change the stage in it? [/quote] here with these settings, the client's obligations become 0

https://prnt.sc/uvdskh

I have nullified for you in this process https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/edit/ both our and the client's obligations by the procedure http://i.imgur.com/fpbKFa5.png The screenshot shows that ours have been reset, but the client's obligations are hanging at minus 2200, since the posting has already occurred https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/storage/ and this is the cash equivalent the cost of credited goods, what we owe the supplier. using the checkboxes http://i.imgur.com/OJHCsAf.png do not forget that the field of the cost of the sale of the goods is taken into account, and not the cost of the purchase, you have 5000 indicated. Also, you should not put two checkmarks at once - this is contrary to logic. Then, if you check the http://i.imgur.com/OJHCsAf.png checkbox and activate the procedure, the system will calculate based on the shipped goods at the sale price of 5000 and subtract the current obligations -2200. If obligations are set relative to the additional field, a negative or positive number should also be taken into account. Those. in the incoming process (sales), the value in the additional field must be with +, and in the outgoing - with a minus.

[quote] Shcherbatykh Ivan Alexandrovich Employee wrote: I nullified for you in this process https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/edit/ both our and the client's obligations by the procedure http://i.imgur.com/fpbKFa5.pngOn the screenshot shows that ours have been reset, but the client's obligations are hanging at minus 2200, since the posting has already occurred https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/stora... and this is a cash the equivalent of the value of the credited goods, what we owe the supplier. Using the checkboxes http://i.imgur.com/OJHCsAf.png, do not forget that the field of the cost of the sale of the goods, not the cost of the purchase, is taken into account, you have 5000. You should also not set two checkboxes at once - this is contrary to logic. Then, if you check the http://i.imgur.com/OJHCsAf.png checkbox and activate the procedure, the system will calculate based on the shipped goods at a sale price of 5000 and subtract the current obligations -2200. If obligations are set relative to the additional field, a negative or positive number should also be taken into account. Those. in the incoming process (sales), the value in the additional field must be with +, and in the outgoing - with a minus. [/quote] Everything is wrong))) After all this process, we owe the supplier 2000, but he does not owe us anything, and the posting should be at 2200 (2200 posting - because this is the amount of the purchase with costs) ----------- Goods arrive from the supplier in the amount of 2000 UAH, - we will have to give it to him for how long, mainly in parts (because the goods are under sale (payment upon sale)) Posting should be at the final price with all costs - you can not count without additional costs, since your business will be unprofitable. So the result is: --- the supplier does not owe us ---we owe him 2000 --- posting in an amount greater than what is owed to him Otherwise, your and our business will be unprofitable.

I am not trying to dissuade you or impose my logic on you. Just trying to explain to you how commitments work. In order to avoid obligations of the supplier, it is necessary to set the obligations of the client for an amount equal to the amount of goods received, i.e. capitalized in the amount of -2200, then the obligations should be at -2200, then it will be 0 in the end. In the action of updating the obligations of the client in your case, it should be indicated regarding the additional field into which the purchase amount can be copied by the formula. Our obligations must also be set relative to the additional field, in which also write down the required amount with a minus sign, namely -2000. Then everything will be ok, and as soon as you make an outgoing payment in the amount of 2000, your obligations will also be equal to zero.

[quote] Shcherbatykh Ivan Alexandrovich Employee wrote: I am not trying to dissuade you or impose my logic on you. I'm just trying to explain to you how obligations work. In order to avoid supplier obligations, you need to set client obligations for an amount equal to the amount of goods received, i.e. credited for the amount of -2200, then the obligations should be at -2200, then it will be 0 in the end. In the action of updating the client's obligations, in your case, it should be indicated relative to the additional field into which the purchase amount can be copied by the formula. Our obligations must also be set relative to the additional field, in which also write down the required amount with a minus sign, namely -2000. Then everything will be ok, and as soon as you make an outgoing payment in the amount of 2000, your obligations will also be equal to zero. [/quote] So I’m telling you what I’m talking about - that what you say doesn’t work Topic created - read https://prnt.sc/uvy8ab That's what I'm telling you, it doesn't work.

[quote] Shcherbatykh Ivan Alexandrovich Employee wrote: Look, on the procedure https://b2bhub.crm-onebox.com/admin/shop/workflow/21/procedure/9/?status=0 I set up what I wrote to you in the last message. It didn’t work for you because you didn’t do as I wrote. In the process https://b2bhub.crm-onebox.com/admin/customorder/oprikhodovanie-tovarov/349/edit/ There was an arrival at -2200 - now the client is nothing to us should not, as I set obligatory. for this amount http://i.imgur.com/H24mgaa.png and http://i.imgur.com/c5Rckd3.png and http://i.imgur.com/G43Onp2.pngNext, we owe the client a certain amount without delivery 2000, write in the field http://i.imgur.com/NA5SVsj.png , automation converts with a minus http://i.imgur.com/9OfviOd.png , it turns out http://i.imgur.com/ QXiW5cJ.png and use it in automation http://i.imgur.com/go5cCFr.png as a result we owe the client 2000 http://i.imgur.com/KEAPDvv.png (amount plus green - just like in outgoing processes, this is, as it were, the amount on the balance of the supplier) We make an outgoing payment for 2000 - we no longer owe the client anything http://i.imgur.com/VQNbBoc.pngCan you check? Is everything right now? Is it worth following the recommendations and advice? [/quote] Everything seems to work from what you wrote - but now "+Add payment" does not work If you make an outgoing payment to the client, then https://prnt.sc/uxjol1, then the client has a red minus, instead of resetting everything