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Author Topic: Frequency of offline AP Automatic Payments  (Read 2314 times)

petednz

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Frequency of offline AP Automatic Payments
March 03, 2008, 04:59:17 pm
Hi - suspect this has been discussed but searching the forum for "AP" is problematic :-\

WHat are the options for recording 'frequency' for an offline AP so that we can record if it is being made weekly/fornightly/monthly/or some number of months/annually?
We are doing this in custom data but think it should be tied in to CiviContribute
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Donald Lobo

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Re: Frequency of offline AP Automatic Payments
March 03, 2008, 06:05:18 pm

I dont think we have any code in there to "record" an offline automatic payment. I suspect this would be quite useful though, and would a good contribution :). However we do have the structure and the tables within civicontribute to manage this. You'll need to come up with a workflow and then implement it :)

Note that our recurring contribiution code does not do any computation on when the next payment is due. It leaves this work in the hands of the payment processor

lobo
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petednz

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Re: Frequency of offline AP Automatic Payments
March 03, 2008, 06:20:30 pm
Got me.
The AP option is under "Paid By' on the 'new contribution' form
This is an area we expected to have to provide some solutions for. Just looking for easy/partial fixes at this stage and wondering if having 'recurring' as an option under 'contribution status' might give us some breathing space.
Where is your "recurring contribution code" - as in where do i see its effect on any of the pages?

Also just spotted that 'failed' is an option on the 'new contribution' form but doesn't show on the Find Contribution page.
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Donald Lobo

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Re: Frequency of offline AP Automatic Payments
March 03, 2008, 07:38:18 pm

There is a table called civicrm_contribution_recur which is similar to civicrm_contribution but also holds additional information about the recurring transaction (start/end/next scheduled date etc)

each record in civicrm_contribution has an optional link to the above table which signifies that this contribution is part of a larger recurring contribution

most of the hard work in recurring is done by paypal which calls us back. we then treat it as a normal contribution and link it to the recurring contribution. so the code on our end is quite trivial (CRM/Core/Payment/PayPalIPN.php). there is some simple setup code to create the recurring record

i dont think adding Recurring as a status is a good way to go :(

Briefly, an offline AP workflow will have at least the following parts:

a. Create / Edit a recurring contribution
b. Search / List all recurring contributions in the system. This should allow you to see what recurring contribution are due/over due / coming soon
c. Add / Edit a contribution linked to an existing recurring contribution

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • Frequency of offline AP Automatic Payments

This forum was archived on 2017-11-26.