On Wed, 30 Apr 2014 13:39:15 +0200 Geert Janssens <janssens-ge...@telenet.be> wrote:
> On Wednesday 30 April 2014 12:07:06 Mike Evans wrote: > > > > Hi Geert. > > > > Ah OK, that clears everything up. I didn't know about selecting > > multiple invoices and/or Pre-payments, or the Preferences option. It > > definitely needs to go in the documentation. > > > > As to mouse over text and the manual, I obviously need to have more > > experience with the new-fangled way of doing things before suggesting > > anything. :) > > > > The two paras below are just me confirming the behaviour, it all seems > > to work as intended. > > > > As a test in a new file I created two invoices of 400 each, posted > > them and received 1000 which I paid against invoice-01. Then > > selecting invoice-02 + Prepayment(of 600) again processed the > > payment. Now looking at my checking account I see 1000 in and 200 > > out. But I wanted to keep that 200 against the next invoice I give > > the customer. I can however delete that entry from the bank register > > and all is well again. > > > > Now reopening the test account, without saving (in order to try again) > > I do as above except, for invoice-02 I again select both the invoice > > and the Pre-payment and attempt to set it up so that the I get to > > keep the extra money. On opening the dialog, in the Amount section, > > Payment = 0.0 and refund = 200, but I want to keep the 200. The > > customer is happy that I do this obviously. Setting Refund to 0.0 > > greys out entire Transfer Account tree, which was a little confusing > > as I thought I'd screwed up again, but clicking OK processes the > > money the way I want. I get to keep the money! > > > > I assume you refer to "Auto pay on posting" in the Preferences dialog? > > This only works when posting a new invoice when a Pre-payment is > > already present. If the two invoices are already posted before the > > (over)payment then the automatic payment doesn't happen, as it used > > to. I had to unpost then re-post invoice-02 for this to work. > > Perhaps I mis-understood again. > > > That's a subtle change in behaviour indeed. It works as follows: > If you select any invoice in the payment dialog it will only evaluate those > invoices for the > payment. If you want the payment dialog to evaluate all open invoices (i.e. > the old behaviour), > you should ensure no invoice is selected at all. Aha but, the only way to have no invoices selected is to open the payment dialog via Business->Customer->Process Payment, when not currently in an invoice tab, then select a customer. But now the OK button is inactive and there's a warning that says I must "select at least on document or pre-payment to process". Ah. I've just discovered that CTRL+L_Button toggles the selection. The above still applies though, inactive OK. > > It's been a couple of months since I have written this code and I can't > remember exactly if I > tested all variations with outstanding pre-payments as well. I *believe* the > above should > count for pre-payments as well. If you want full automatic assignment don't > select any line in > the payment dialog, only enter an amount. > > > > Thanks for clearing up my confusion Geert. I should open a bug (or > > two) for updating the manual and the mouseover texts so this doesn't > > get forgotten about. > > > Please do, thank you. > > Geert > -- Anti NSA? Use PGP. http://pgp.mit.edu:11371/pks/lookup?op=get&search=0x00CDB13500D7AB53 _______________________________________________ gnucash-devel mailing list gnucash-devel@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-devel
