I have already change the OLH for this tab as:
"This tab shows the payment methods related to the financial account as well as their configuration in terms of payment in/out management and accounting."
Above sentence will be the very first one shown for this tab.
--Psanjuan 09:36, 21 August 2012 (UTC)
Having said that, here you are my feedback:
I would start by saying that:
"Every Financial Account can have more than one Payment Method assigned, payment methods such as "Check", "Wire Transfer", "Cash". The fact of assigning a payment method or a set of payment methods to a given financial account means that:
- it is possible to manage through a given financial account only those payments linked to any of the payment methods assigned to that financial account.
--Psanjuan 09:45, 21 August 2012 (UTC)
I would continue by saying that:
Payment Methods are created and configured here, however it is important to remark that once a payment method is assigned to a given financial account, its configuration can be changed for that financial account. For instance:
- "Check" payment method can be changed once assigned to a given financial account in order to allow making payments in other currency than the financial account currency.
- for geting that working the check-box "Make Payments in Multiple Currencies" should then be selected.
- Note that any change to the payment method configuration in this tab will not change the default configuration of the payment method.
--Psanjuan 10:05, 21 August 2012 (UTC)
I have changed the first part to start as you said, I agree is better explainned. --Javifrances 07:16, 24 August 2012 (UTC)
When you are describing this steps, I do not understand step 3 related to "Organization":
- Click on the 'Payment Methods' tab of the Financial Account window.
- Create a new record for each payment method that you would like to associate with the Financial Account.
- From the 'Organization' drop down list select the organization for which this combination of Financial Account and Payment Method will be available. (do not understand this???)
- From the 'Payment Method' drop down list select the payment method that you would like to associate with the Financial Account. This automatically populates the subsequent options in this window with the default workflow configured for that payment method.
- Any change to the payment method workflow configuration in this window will not change the default configuration, but will create a specific workflow for this Financial Account. (I like this sentece, please see above).
--Psanjuan 11:37, 21 August 2012 (UTC)
The 3 step has been rephrased to explain than there is an organization tree, and you can assign the financial account to one parent organization and the payment method to other organization which belongs to the first one. --Javifrances 07:21, 24 August 2012 (UTC)
New Feedback: It is not possible to select an organizacion in the payment method tab of the financial account window.
Please, take into account that the organization is entered in the Financial Account header. Once selected it shows the payment methods shared across a set of organization in case those were created at parent organization level or it shows the ones created for a given organization.
--Psanjuan 12:36, 29 August 2012 (UTC)
I would delete the last part as that is already explained. I would delete this:
"Parametrization is easy, but need to have clear idea of what we want to get out from the parametrization for every Payment Method.
Every Financial Account has one or more Payment Methods. Only configured Payment Methods will be enabled when the Financial Account is selected. If a Payment Method is not setup for a determined Financial Account, this Payment Method won’t be used for this Financial account: "
--Psanjuan 11:40, 21 August 2012 (UTC)
Finally, I would copy/paste the image showing the payment method Check, as already done, and explain that:
Above image shows the configuration of the payment method "Check" once assigned to a given financial account. That configuration implies that:
- Check payment method can be used for both making payments (allowed in payment out) and receiving payments (allowed in payment out)
- Check payment method is a manual payment method which means that...
- the way to account payment transactions having this payment method is...
--Psanjuan 11:45, 21 August 2012 (UTC)
Deleted the last part and added the explanation to the image. --Javifrances 07:21, 24 August 2012 (UTC)
New feedback: I have rephrased this part because to set a Payment Method as Manual does not mean that the receipt or the payment is not going to be automatically generated but the fact that no execution process is going to be executed within the payment cycle.
- "Check" payment method is set as "Manual" which means that there is no execution process required to be launched within the payment cycle of a payment linked to this payment method.
Finally I have added two senteces to explain that:
- This payment method implies that the "Receipt" of a payment as well as the "Deposit" of that receipt in "Bank A" are not going to be automatically created while procesing a sales invoice of a customer having "Check" payment method assigned as well as "Bank A" financial account.
- Same way it implies that the "Payment" as well as the "Withdrawal" of that payment in "Bank A" are not going to be automatically created while processing a purchase order of a vendor having "Check" payment method assigned as well as "Bank A" financial account.
--Psanjuan 12:53, 29 August 2012 (UTC)