Sales Order : Payment Process

max_morais_dmm · January 23, 2013, 5:40pm

Dear, All!

I'am trying to understant the flow of receiving of payments in ERPNext, and I can not understand!

Today we work in the following way:

In sales order whe have the description of payments eg:

Payment Description

    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">05/05/2013</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">R$ 1.000,00</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">5</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">R$ 5.000,00</td>
</tr>
<tr style="border-width:1px 0px 0px;border-top-style:solid;border-top-color:rgb(204,204,204);margin:0px;padding:0px;background-color:rgb(248,248,248)">
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">Cash</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">01/01/2013</td>

    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">01/01/2013</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">R$ 2.000,00</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">1</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">R$ 2.000,00</td>
</tr>

Payment Method	First Payment Date	Last Payment Date	Payment Value	Number of Payments	Payment Amount
Cheque	05/01/2013

These entries summarize the dates of receipt of each payment, which end up turning into:

Entries

Payment Method	Entry Date	Entry Value
Cash	01/01/2013	R$ 2.000,00
Cheque	05/01/2013	R$ 1.000,00
Cheque	05/02/2013	R$ 1.000,00
Cheque	05/03/2013	R$ 1.000,00
Cheque	05/04/2013	R$ 1.000,00
Cheque	05/05/2013	R$ 1.000,00

However, I am not able to understand how to incorporate it into the workflow of ERPNext.

I know I'll have to create a new DocType for this summary of payments, but do not understand, how these entries are made in the bill.

I'm looking for Zoho Invoice, and he is so straightforward in how.

If necessary I am willing to simplify the release of receiving payments in ERPNext, but I need to understand how it comes ERPNext.

Could someone explain to me?

--

Maxwell Morais

(+55 11) 3931-1412 Ramal 31
www.realizemodulados.com.br

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rmehta · January 23, 2013, 5:47pm

Max,

You have to make Journal Vouchers for payments.

http://erpnext.blogspot.in/2011/02/how-to-accept-payment-against-sales.html

In Journal Voucher, you can split, merge vouchers by setting the "Against Invoice" property

You can also match un-linked payments using the payment matching tool.

best,

Rushabh

W: https://erpnext.com
T: @rushabh_mehta

On 23-Jan-2013, at 11:10 PM, Maxwell Morais <ma...@gmail.com> wrote:

Dear, All!

I'am trying to understant the flow of receiving of payments in ERPNext, and I can not understand!
Today we work in the following way:

In sales order whe have the description of payments eg:
Payment Description
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">05/05/2013</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">R$ 1.000,00</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">5</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">R$ 5.000,00</td>
</tr>
<tr style="border-width:1px 0px 0px;border-top-style:solid;border-top-color:rgb(204,204,204);margin:0px;padding:0px;background-color:rgb(248,248,248)">
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">Cash</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">01/01/2013</td>

    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">01/01/2013</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">R$ 2.000,00</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">1</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">R$ 2.000,00</td>
</tr>
Payment Method First Payment Date Last Payment Date Payment Value Number of Payments Payment Amount

Cheque 05/01/2013
These entries summarize the dates of receipt of each payment, which end up turning into:

Entries

Payment Method Entry Date Entry Value

Cash 01/01/2013 R$ 2.000,00

Cheque 05/01/2013 R$ 1.000,00

Cheque 05/02/2013 R$ 1.000,00

Cheque 05/03/2013 R$ 1.000,00

Cheque 05/04/2013 R$ 1.000,00

Cheque 05/05/2013 R$ 1.000,00

However, I am not able to understand how to incorporate it into the workflow of ERPNext.
I know I'll have to create a new DocType for this summary of payments, but do not understand, how these entries are made in the bill.

I'm looking for Zoho Invoice, and he is so straightforward in how.

If necessary I am willing to simplify the release of receiving payments in ERPNext, but I need to understand how it comes ERPNext.

Could someone explain to me?

--

Maxwell Morais

(+55 11) 3931-1412 Ramal 31
www.realizemodulados.com.br
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max_morais_dmm · January 23, 2013, 5:55pm

Thank you!

I will work in my branch, to integrate my workflow!

2013/1/23 Rushabh Mehta <rm...@gmail.com>

Max,

You have to make Journal Vouchers for payments.

http://erpnext.blogspot.in/2011/02/how-to-accept-payment-against-sales.html

In Journal Voucher, you can split, merge vouchers by setting the "Against Invoice" property

You can also match un-linked payments using the payment matching tool.

best,
Rushabh

W: https://erpnext.com
T: @rushabh_mehta
On 23-Jan-2013, at 11:10 PM, Maxwell Morais <ma...@gmail.com> wrote:
Dear, All!

I'am trying to understant the flow of receiving of payments in ERPNext, and I can not understand!
Today we work in the following way:

In sales order whe have the description of payments eg:
Payment Description
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">05/05/2013</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">R$ 1.000,00</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">5</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">R$ 5.000,00</td>
</tr>
<tr style="border-width:1px 0px 0px;border-top-style:solid;border-top-color:rgb(204,204,204);margin:0px;padding:0px;background-color:rgb(248,248,248)">
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">Cash</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">01/01/2013</td>

    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">01/01/2013</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">R$ 2.000,00</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">1</td>
    <td style="border:1px solid rgb(204,204,204);text-align:left;margin:0px;padding:0.5em 1em">R$ 2.000,00</td>
</tr>
Payment Method First Payment Date Last Payment Date Payment Value Number of Payments Payment Amount

Cheque 05/01/2013
These entries summarize the dates of receipt of each payment, which end up turning into:

Entries

Payment Method Entry Date Entry Value

Cash 01/01/2013 R$ 2.000,00

Cheque 05/01/2013 R$ 1.000,00

Cheque 05/02/2013 R$ 1.000,00

Cheque 05/03/2013 R$ 1.000,00

Cheque 05/04/2013 R$ 1.000,00

Cheque 05/05/2013 R$ 1.000,00

However, I am not able to understand how to incorporate it into the workflow of ERPNext.
I know I'll have to create a new DocType for this summary of payments, but do not understand, how these entries are made in the bill.

I'm looking for Zoho Invoice, and he is so straightforward in how.

If necessary I am willing to simplify the release of receiving payments in ERPNext, but I need to understand how it comes ERPNext.

Could someone explain to me?

--

Maxwell Morais

(+55 11) 3931-1412 Ramal 31
www.realizemodulados.com.br
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Maxwell Morais

(+55 11) 3931-1412 Ramal 31
www.realizemodulados.com.br

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