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Partial payment invoice example for Production

[Music] hello good morning uh this is a quick video to discuss uh partial payment control on encore bus here we have a user in the forum who's asking about how to set this up you can't get the global variables to work and change the state of the invoice so i'm gonna do a quick uh review and and see how it's uh how we set it up here he's uh discussing about the global variable codopago invoice status unpaid which is the one that actually changes the the value in the code i answer him here a little bit and uh and he says at the end that he can't get it working so um let me see uh basically what we have to get is on the invoice we have to get uh payment partial payment control fields okay right now we have a financial block here with uh with the information of the taxes and the totals and the like but uh we don't have partial payments whereas if you add a uh a payment record to this invoice which i suppose it doesn't have any okay does have one so let's get one i mean it should work anyway but let's get one that doesn't have anything probably let's go to page two and just pick one randomly okay that was worse okay then let's do something else partial payments and we pick an organization here and we pick that's it don't need anything else uh i don't know okay fine okay so now i have an invoice with no payments and i don't have any payment uh control fields partial payment control fields so we have to add those for that we go to corpus updater in the corpus updater we have a set of blocked chain sets which are basically optional you can activate these or not depending if you need them in this case what we're looking for is this one because we want to add the payment control on the invoice module you can add payment controls on the accounts vendors contacts purchase order and sales orders in this case i want invoices or should work the same on the other modules we unblock it and we apply it okay it says that that went well and that means that if i go back to my invoices okay this invoice now i should have here a new block which is payment information which tells me how much we owe how much the client owes us how much has been paid and the total amount now the total amount which is uh the this 5563 the amount due how much he still has to pay and how much he has paid okay so and this is the right uh now as you see it's not filled in we have to edit and save so that the process is launched and now you can see that after effectively we have that uh he owes 5563 he hasn't paid anything so actually he the total amount at is 5563 okay now the status that is auto created we're going to go to the global variables module and we're going to add a global variable because by default the status does not change so we have to set this if we wanted to change this is kodopal invoice status unpaid and we're going to set it to paid let me make sure here what the value is and it's paid okay that should be exactly that value in the code let me see just to make sure let's see okay no don't want that and the status here and the pick list is paid okay this is the one you really want okay i mean they they do match but just in case okay so it's paid that means that i'm going to put paid here i'm going to set it for by default for all users i mean you could this is just like any other variable you could get this working on just some users or some roles or whatever in this case i'm just going to test it for everybody okay so now i have the global variable that will set the amount the status to paid if the amount is zero the amount due so let's add a payment we add a payment notice that by default uh uh corbus also set the amount uh pending 5563 in this case because it's the first payment so he owes everything let's put first payment here and we're going to put here just 563. this is credit i think always get that wrong and it's paid okay this is important because it you have to say that uh it's i don't remember never remember if it's credit let's try this way uh you have to set this so that you're actually telling the corvos that this movement this money movement is an income actually it's the money is you're getting the money let's try this way and you have to market as paid because you can make payment records for the future you know so i'm gonna get this money uh in 30 days obviously that's not paid so that doesn't count as an amount as an income as an amount paid so i have to it as paid and the credit those two are important all the others are more or less filled in let's save and see what happens okay i have five euro payment and here on the invoice what happened that he has okay i got it wrong okay it's not credit i have to mark the credit okay let's go here let's edit this one and mark the credits in income it's credit it's coming in money coming in okay so now i have the correct math he has paid 563 he owes 50 and the total amount is this okay okay perfect uh the total amount the status has not changed because he still owes money so let's add another payment now i should get here okay it does the whole thing okay so now i'm going to put here 50 euros which is what he owes again market is paid market as credit incoming money and we put final payment here okay now i save and go back to here the status has been marked as paid the total amount the amount paid is this total amount is zero and actually it's kind of that easy really i mean that's what i expected you can do this on any of the other sales order purchase orders and the like and and basically it just works thanks for watching