[freeside-devel] cust_refund?

[ivan]

On Wed, Feb 07, 2001 at 03:14:24PM -0800, Jason Spence wrote:
> On Wed, Feb 07, 2001 at 11:07:03AM -0800, ivan said: 
> > On Mon, Feb 05, 2001 at 12:00:52AM -0800, Jason Spence wrote:
> 
> > > I'm doing work on creating a proration system for Freeside.  I'm a
> > > little confused on the role of cust_refund (as opposed to
> > > cust_credit).
> > 
> > Accounting is fun.  Think "bill" vs. "payment".  A bill is to a payment as
> > a credit is to a refund.  Also, a bill is to a credit as a payment is to a
> > refund. 
> > 
> > cust_bill - an invoice, the declaration that a customer owes you money.
> > cust_pay - a payment, the transfer of funds from the customer to you
> > 
> > cust_credit - a credit, the declaration that you owe a customer money. the
> >               equivalent of a negative cust_bill record.
> > cust_refund - a refund, the transfer of funds from you to the customer.
> >               equivalent of a negative cust_pay record.
> 
> Ahhh.  This makes much more sense.  I like this so much that I will
> even create a patch to current CVS with this information.  Attached.

I applied this and also added the changes to the various module files so
they'll show up in the manpages too.

> > >  I can't seem to find a place in the code where
> > > cust_refund objects are created, only a place where they are printed
> > > (in cust_main.cgi).  Can someone enlighten me?
> > 
> > Current web interface doesn't have a way to create refunds.  
> 
> Oh, good!  I'm not going crazy :)  
> 
> > The hooks are in htdocs/edit/cust_credit.cgi and
> > htdocs/edit/process/cust_credit.cgi.  Since a refund corresponds to
> > an actual trasnfer of money to the customer - either via a credit
> > card transaction, cutting the customer a check, or handing them cash
> > - creating a cust_refund record should be integrated with your
> > internal methods for doing such a thing.
> 
> Yes, I agree.  I think that this should really be integrated with the
> ledger stuff, though.

sql-ledger integration is the future, but it'll be a while yet before that
happens.


> 
>  - Jason

> diff -urN freeside/htdocs/docs/schema.html my-freeside/htdocs/docs/schema.html
> --- freeside/htdocs/docs/schema.html	Wed Feb  7 15:10:30 2001
> +++ my-freeside/htdocs/docs/schema.html	Tue Nov  7 07:00:37 2000
> @@ -17,9 +17,7 @@
>          <li>typenum - primary key
>          <li>atype - name of this agent type
>        </ul>
> -    <li><a name="cust_bill">cust_bill</a> - Invoices.  Declarations that
> -customers owe you money.  The specific charges are itemized in
> -cust_bill_pkg.
> +    <li><a name="cust_bill">cust_bill</a> - Invoices
>        <ul>
>          <li>invnum - primary key
>          <li>custnum - <a href="#cust_main">customer</a>
> @@ -37,8 +35,7 @@
>          <li>sdate - starting date
>          <li>edate - ending date
>        </ul>
> -    <li><a name="cust_credit">cust_credit</a> - Credits.  The equivalent
> -of a negative cust_bill record.
> +    <li><a name="cust_credit">cust_credit</a> - Credits
>        <ul>
>          <li>crednum - primary key
>          <li>custnum - <a href="#cust_main">customer</a>
> @@ -90,8 +87,7 @@
>          <li>country
>          <li>tax - % rate
>        </ul>
> -    <li><a name="cust_pay">cust_pay</a> - Payments.  Money being
> -transferred from the customer to you.
> +    <li><a name="cust_pay">cust_pay</a> - Payments
>        <ul>
>          <li>paynum - primary key
>          <li>invnum - <a href="#cust_bill">invoice</a>
> @@ -131,8 +127,7 @@
>          <li>cancel - (past) cancellation date
>          <li>otaker - order taker
>        </ul>
> -    <li><a name="cust_refund">cust_refund</a> - Refunds, the transfer of
> -funds from you to the customer.  Equivalent to a negative cust_pay record.
> +    <li><a name="cust_refund">cust_refund</a> - Refunds
>        <ul>
>          <li>refundnum - primary key
>          <li>crednum - <a href="#cust_credit">credit</a>


-- 
meow
_ivan