[Vtigercrm-commits] [Vtiger development] #8614: last_recurring_date field isn't updated when modifying recurring frequency

Vtiger development vtiger-tickets at trac.vtiger.com
Fri Aug 21 11:14:10 GMT 2015


#8614: last_recurring_date field isn't updated when modifying recurring frequency
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 Reporter:  ghilt              |       Owner:  developer
     Type:  defect             |      Status:  new
 Priority:  major              |   Milestone:  6.3.0
Component:  vtigercrm          |     Version:  6.3.0
 Severity:  Medium             |  Resolution:
 Keywords:  recurring billing  |
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Comment (by joebordes):

 I understand that you are saying that the recurring MONTHLY invoice was
 correctly created on 2015-09-13, then AFTER that date, for example on
 2015-09-20 you change the frequency to DAILY and you expect to have DAILY
 invoices BEFORE 2015-09-13. If that is the case I don't think that would
 be correct, you change the frequency after the invoice was created, you
 shouldn't get new invoices before that date, you should start getting
 daily invoices from the day you change the frequency.

 In fact what IS wrong and maybe that is what you were trying to say, is
 that when you change the frequency to a lower one, since the last
 recurring date is not updated you will start getting invoices from that
 last date and not from the day you change the frequency. For example:

 In the example above, I had a monthly frequency that created an invoice on
 2015-09-13. On 2015-09-20 my client asks me to change the frequency.
 Logically, I should edit the current SalesOrder and stop that recurrence,
 close this SO and create a new SO with the new settings, but, instead of
 doing that I decide to edit the SalesOrder and change all the details of
 the new invoices and the frequency to daily. In that case, what will
 happen is that I will start getting daily invoices from 2015-09-13 and not
 2015-09-20, which is what I would expect.

 I guess we could detect if the frequency is lower than the current one
 (bigger ones have no issues) and change the last recurring date in those
 cases but I think it makes a lot more business sense to close the
 SalesOrder and create a new one to reflect the current relation with your
 client and not lose the historical situation you had before.

 HTH

--
Ticket URL: <http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/8614#comment:2>
Vtiger development <http://trac.vtiger.com/>
Vtiger CRM


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