Refund commitment update

[quote] As a result, I receive Our obligations for the amount of the Refund and, in theory, we need to make an outgoing payment to the Client of the Order in order to reduce the obligations to 0, but such a payment only increases our obligations. [/quote] for outgoing payments are taken into account in our obligations when the order is outgoing [quote] How can you decide on such a course of processes a setting option in order to reduce obligations to 0 Correct? Perhaps I'm using the combination of settings incorrectly, how can I do it differently? [/quote] As far as I remember - in the actions of registering obligations there is the possibility of registering obligations for the amount of posting, or based on the value of the additional field (which can also be calculated) - but this side was not thought of?

[quote] Tyndyk Maxim Vadimovich wrote: As far as I remember - in the actions of registering obligations there is the possibility of registering obligations for the amount of posting, or based on the value of the additional field (which can also be calculated) - but this side was not thought of? [/quote] According to the amount of posting, there seems to be no such thing. But in terms of the amount of additional fields are. I tried to calculate in the Return subprocess in the add. process field such a value is the sum of this process. And then copy to add. Parent (Order) field. Then call the procedure for saving / by the button (and tried it anyway) to set Our obligations to 0 for the amount of additional. process fields. Does not work. I think, due to the fact that Our obligations are tied to the warehouse operation of the Return. Accordingly, this combination of settings does not affect them. But maybe I put it wrong regarding the shipment / posting. products. But I tried both with this checkbox and without it.

[quote] Timofeev Artem Olegovich KTS Premium partner wrote: [quote] Tyndyk Maxim Vadimovich wrote: As far as I remember - in the actions of registering obligations there is the possibility of registering obligations for the amount of posting, or based on the value of the additional field (which can also be calculated) - but this side was not thought of? [/quote] According to the amount of posting, there seems to be no such thing. But in terms of the amount of additional fields are. I tried to calculate in the Return subprocess in the add. process field such a value is the sum of this process. And then copy to add. Parent (Order) field. Then call the procedure for saving / by the button (and tried it anyway) to set Our obligations to 0 for the amount of additional. process fields. Does not work. I think, due to the fact that Our obligations are tied to the warehouse operation of the Return. Accordingly, this combination of settings does not affect them. But maybe I put it wrong regarding the shipment / posting. products. But I tried both with this checkbox and without it. [/quote] Are there any ideas or suggestions on this issue?

[quote] According to the amount of posting, there seems to be no such thing. [/quote] well, there is "Indicate obligations regarding the amount of unshipped / unreceived process products" and "Indicate obligations regarding the amount of shipped / credited process products" it was meant to be used somehow, when you have a return, then register obligations only for what was shipped / credited won't that fit?

[quote] Tyndyk Maxim Vadimovich wrote: [quote] According to the amount of posting, there seems to be no such thing. [/quote] well, there is "Indicate obligations regarding the amount of unshipped / unreceived process products" and "Indicate obligations regarding the amount of shipped / credited process products" it was meant to be used somehow, when you have a return, then register obligations only for what was shipped / credited won't that fit? [/quote] This option does not work. If I do - shipment by parent, and then Return by Parent, then send an outgoing payment, then I form the client's obligations for the amount of the outgoing payment. On them, setting the action with checkmarks, as you wrote, does not work.

Give examples of the described (links to different processes) in the end where how the obligations are calculated and how they are needed - I'll think about it. For the above from the description - have already been removed.

[quote] Tyndyk Maxim Vadimovich wrote: Give examples of the described (links to different processes) in the end where how the obligations are calculated and how they are needed - I'll think about it. For the above from the description - have already been removed. [/quote] The order is this: Step 1 - http://crm.loader.com.ua/admin/customorder/order/1708/edit/ I create a shipment from the Order through the procedure (Create shipment button) Step 2 - http://crm.loader.com.ua/admin/customorder/otgruzki/1782/edit/ sub-process shipment I carry out to the stage "Shipment (Pickup") - where the goods are shipped and our and the client's obligations are set Step 3 - I spend the entrance. payment from the client in kind. Order - http://crm.loader.com.ua/admin/customorder/order/1708/payment/#done Step 4 - I simulate a return and create such a sub-process on the button "Return" to the genus. Order process - http://crm.loader.com.ua/admin/customorder/order/1708/edit/ Step 5- I carry out the return operation at the "Agree" stage - http://crm.loader.com.ua/admin/customorder/vozvrati/1781/edit/ Step 6 - I make an outgoing payment in the Parent Order http://crm.loader.com.ua/admin/customorder/order/1708/payment/#done In the client card http://crm.loader.com.ua/admin/shop/users/7113/ I receive Our obligations -816 and the client's obligations to us - 816 And I want everyone to be 0, since the client returned the goods, and I gave him money In fact, I will need the same for the outgoing process then. Only there I will return the goods to the Supplier, and he will give us money. Some correct general principle is needed.

[quote] Tyndyk Maxim Vadimovich wrote: Give examples of the described (links to different processes) in the end where how the obligations are calculated and how they are needed - I'll think about it. For the above from the description - have already been removed. [/quote] Gave examples above. Is there any information on this issue?

Not yet. I have fixed this topic - if there is some kind of configuration option, I will offer it.

[quote] Tyndyk Maxim Vadimovich OneBox production wrote: http://crm.loader.com.ua/admin/customorder/otgruzki/1782/edit/ - the client's obligations are registered here, but there were no warehouse shipments. Try to register a liability action only for the amount of goods shipped from the warehouse - and then you should have 0 in the shipment, and thus the customer's liability will be 0. Similarly, our obligations are registered there, when there were no shipments, with no payments. Register obligations so that they are extinguished there. [/quote] The proposed solution within the framework of the problem does not work. Not suitable because I need to see in the Balance report how much the Client and we owe him. In this case, the client takes into account the obligations only at the time of the formation of a partial shipment.

[quote] The proposed solution within the framework of the problem does not work. Not suitable because I need to see in the Balance report how much the Client and we owe him. In this case, the client takes into account the obligations only at the time of the formation of a partial shipment. [/quote] Actually, I can't give you any other solution. You can turn to other integrators - maybe they will tell you how to "get out" with a similar algorithm of work.

[quote] Tyndyk Maxim Vadimovich OneBox production wrote: Actually, I can't give you any other solution. You can turn to other integrators - maybe they will tell you how to "get out" with a similar algorithm of work. [/quote] Yes thank you. I just think that I will have to reconfigure the client's workflow