[Cancel At End Of Term] Dosent Work Wen Client Order

[PauloV]

Hello,

 

We have added a package like this:

 

Name = Package 1

1 Month

Price = 0  

Checked "Cancel at end of term"

 

Wen adding the service in Admin side, it Scheduled correctly the cancelation period

 

Wen ordering like a normal client, and activate the service in Admin side it dosent Scheduled the cancelation period.

 

Thanks in advance,

PV

[alexistkd]

i also noticed that

[Tyson]

I think what you're describing is an extension of a separate issue (CORE-1389). I don't experience your issue otherwise.

[PauloV]

I think what you're describing is an extension of a separate issue (CORE-1389). I don't experience your issue otherwise.

 

 

Hello,

 

I dont think so

 

The service is set to 1 Month (30 days) also there is no option for "pro-rata" selected and only affects wen a client is ordering in this case also we do not trie the "upgrade/downgrade" so its not an "upgrade/downgrade" issue

 

Hope it helps you

 

Note:  Create a package like in the fisrt post, and then go true to portal as a client and buy that package, you will see that the cancelation will not be set

[Tyson]

I need more concise steps to duplicate. Placing an order through the order form as a client indeed sets the cancellation date for me.

[PauloV]

I need more concise steps to duplicate. Placing an order through the order form as a client indeed sets the cancellation date for me.

 

Very strange

 

Im using a clean install without any extras

 

Here is the config and result:

 

[Tyson]

 

Wen ordering like a normal client, and activate the service in Admin side it dosent Scheduled the cancelation period.

 

 

You mentioned that you activated the service in the admin area. Does that mean you have the associated order form "Require Manual Review and Approval of All Orders" checked, such that you activated the service manually? If so, the order needs to be marked Accepted first from the order widget under the Billing Overview before it can be added correctly.

[PauloV]

You mentioned that you activated the service in the admin area. Does that mean you have the associated order form "Require Manual Review and Approval of All Orders" checked, such that you activated the service manually? If so, the order needs to be marked Accepted first from the order widget under the Billing Overview before it can be added correctly.

 

 

I have "Approved" the "Transaction" for that "Invoice", before I have activate the service.  Is this what are you refering to?  and dont see any "Orders" option in "Billing Widget"

[Tyson]

To clarify, I was asking about the setting you have set on the order form the client bought the service on. I was trying to deduce whether the order was manually approved based on that setting, and then created manually through the admin interface or not.

 

And by Billing Overview, I meant the [billing] -> [Overview] page, which has the Order widget, where you would choose to accept pending orders.

[PauloV]

To clarify, I was asking about the setting you have set on the order form the client bought the service on. I was trying to deduce whether the order was manually approved based on that setting, and then created manually through the admin interface or not.

 

And by Billing Overview, I meant the [billing] -> [Overview] page, which has the Order widget, where you would choose to accept pending orders.

 

Sorry

 

I have this optons selected that can affect that:

 

In Setting I have:

Allow Clients to Cancel Services

Automatically Provision Paid Pending Services

 

In the order form I have:

Require Manual Review and Approval of All Orders

 

And for the rest:

 

[PauloV]

OK, I have manage to work but is difficult to anyone understand,how to make the cancelation work:

 

1- Client Buys the package

2- You have to first activate "Orders Widget" in Billing->Overview, and click on the left in "Manage Widgets" then activate the "Order" (by default the widget is not activated)

3- Now you will see all pending orders, you Have first to "acept" the order before anything helse

4- Now you have to add the payment to the invoice

5- Now you can activate the Package

 

only this way the cancelation is added  (very, very confusing)

 

 

Sugestions:

 

1- By default activate the "Orders Widget", and also add the same widget to the client details dashborad in admin

2- Show a warning in client view admin dasborad that you have xx pending orders to admins/staff doent forget to activate the order

3- Dont let activate a Package if there is a "Pendding" order for that "Package", because if you activate first the package and then approve the prder, the cancelation dosent work

Edited August 30, 2014 by PauloV

[Tyson]

1- Client Buys the package

2- You have to first activate "Orders Widget" in Billing->Overview, and click on the left in "Manage Widgets" then activate the "Order" (by default the widget is not activated)

3- Now you will all pending orders, you Have firt to "acept" the order before anything helse

4- Now you have to add the payment the invoice

5- Now you can activate the Package

 

only this way the cancelation is added  (very, very confusing)

 

Step 4 is only necessary if the client didn't pay through the order form, and instead sent you a manual payment. The only steps you really need to be aware of as an admin is #2, 3, and 5. That process is necessary when you require manual review of all orders.

 

I think it makes sense that if you "require manual review of all orders" that you manually review the order before you activate the service. This has been brought up before, but it seems as though you're getting ahead of yourself, or forgetting that the orders require manual review. In any case, CORE-1370 will be added to deny service activation before manual review, and to remind you of that fact. That will, at least, resolve the current issues that arise from activating a service with the module before manual review, where modules return errors and fail to add the service.

 

Sugestions:

 

1- By default activate the "Orders Widget", and also add the same widget to the client details dashborad in admin

2- Show a warning in client view admin dasborad that you have xx pending orders to admins/staff doent forget to activate the order

3- Dont let activate a Package if there is a "Pendding" order for that "Package", because if you activate first the package and then approve the prder, the cancelation dosent work

 

#1 is planned in CORE-1229.

#3 will be resolved in CORE-1370 as mentioned above

[PauloV]

Step 4 is only necessary if the client didn't pay through the order form, and instead sent you a manual payment. The only steps you really need to be aware of as an admin is #2, 3, and 5. That process is necessary when you require manual review of all orders.

 

I think it makes sense that if you "require manual review of all orders" that you manually review the order before you activate the service. This has been brought up before, but it seems as though you're getting ahead of yourself, or forgetting that the orders require manual review. In any case, CORE-1370 will be added to deny service activation before manual review, and to remind you of that fact. That will, at least, resolve the current issues that arise from activating a service with the module before manual review, where modules return errors and fail to add the service.

 

 

#1 is planned in CORE-1229.

#3 will be resolved in CORE-1370 as mentioned above

 

 

Thanks Tyson

 

99,99% of our clients pays by "Bank Transfer" (Manual Payment), and so we work this way, and you can get the idea wen we manage more than 5000 payment clients that have to be verified one by one

[Blesta Addons]

Thanks Tyson

 

99,99% of our clients pays by "Bank Transfer" (Manual Payment), and so we work this way, and you can get the idea wen we manage more than 5000 payment clients that have to be verified one by one

 

we have about 50% of  bank deposit or transfer , we will have the same case as Paulov , so we push this post .

[Tyson]

CORE-1370, as described above, is now complete. As is CORE-1389, so I'm going to close this thread.