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  1. OFBiz
  2. OFBIZ-12771

Confusing steps to create multiple transactions

Details

    • Bug
    • Status: Closed
    • Minor
    • Resolution: Fixed
    • 22.01.01
    • 22.01.01
    • None
    • None

    Description

      OFBIZ-12447 removed the Create an Accounting Transaction button from the Accounting Transactions screens.

      Compare the same screen on version 18 vs version 22:

      https://demo-stable.ofbiz.apache.org/accounting/control/FindAcctgTrans?organizationPartyId=Company

      https://demo-next.ofbiz.apache.org/accounting/control/FindAcctgTrans?organizationPartyId=Company

       

       

      The button to create a GL Transaction has instead been made available in menu MainActionMenu (AccountingMenus.xml).

      To create a regular transaction (i.e. non-quick transaction) the user must navigate to any of the Accounting application's screens via the app navigation bar EXCEPT for the Organization GL Settings screen. However, clicking the Create a Gl Transaction button in the menu will navigate the user to the Organisation GL Settings screen (sub-application?).

      The user can create their GL Transaction without issue. But if they then wish to enter a second transaction, they must navigate away from the Organisation GL Settings screen so they can once again click on the Create a Gl Transaction button.

       

      Attachments

        1. image-2023-03-07-14-38-39-731.png
          24 kB
          Daniel Watford
        2. image-2023-03-07-14-39-48-134.png
          19 kB
          Daniel Watford

        Issue Links

          Activity

            danwatford Daniel Watford added a comment -

            If there are multiple accounting organisations, it is not clear how the user would choose the relevant accounting organisation for a transaction.

            The non-intuitive process that I figure out was:

            danwatford Daniel Watford added a comment - If there are multiple accounting organisations, it is not clear how the user would choose the relevant accounting organisation for a transaction. The non-intuitive process that I figure out was: Navigate to the Organization GL Settings screen ( https://demo-next.ofbiz.apache.org/accounting/control/ListCompanies) Clicking the Accounting button corresponding to the accounting organisation for which they want to enter a GL transaction. Navigate to any other screens for the Accounting app, except the Organization GL Screen (e.g. https://demo-stable.ofbiz.apache.org/accounting/control/main ) Click the  Create a Gl Transaction button which navigates to https://demo-next.ofbiz.apache.org/accounting/control/newAcctgTrans?organizationPartyId=Company (Notice the organizationPartyId query parameter has been populated to match the accounting organisation selected above)
            pierresmits Pierre Smits added a comment -

            Hi danwatford 

            So, MainActionMenu is missing in the decorator(s) used in GlSetupScreens.xml, GlScreens.xml, ReportFinancialSummaryScreens.xml. 

            That seems to be easy to fix.

            Best regards,
            Pierre

            pierresmits Pierre Smits added a comment - Hi danwatford   So, MainActionMenu is missing in the decorator(s) used in GlSetupScreens.xml, GlScreens.xml, ReportFinancialSummaryScreens.xml.  That seems to be easy to fix. Best regards, Pierre
            danwatford Daniel Watford added a comment -

            Thanks, pierresmits  - I agree this should be a simple fix, but I feel it is patching a symptom rather than the root issue.

            I think there is a more general usability problem here where the user cannot easily tell what accounting organisation is currently set in their UserPreferences, and it may not be clear how to change the accounting organisation.

            Consider the case of adding a new person with a user login to the OFBiz instance and assigning them to the SUPER security group.

            If that user visits the accounting app (e.g. https://localhost:8443/accounting/control/main ) the Create a Gl Transaction button will incorrectly assume their ORGANIZATION_PARTY is 'Company', the default value from general.properties. The 'Company' Party may not even exist.

            The user won't have an ORGANIZATION_PARTY set in UserPreferences until they enter the Organization GL Settings screen and select their company from the list shown.

             

            The above usability problem is probably something to discuss in a more broad ticket or the mailing list. In the meantime I'll implement the quick fix to make it easier for users to enter multiple transactions, an activity that might be undertaken by a bookkeeper.

            danwatford Daniel Watford added a comment - Thanks, pierresmits   - I agree this should be a simple fix, but I feel it is patching a symptom rather than the root issue. I think there is a more general usability problem here where the user cannot easily tell what accounting organisation is currently set in their UserPreferences, and it may not be clear how to change the accounting organisation. Consider the case of adding a new person with a user login to the OFBiz instance and assigning them to the SUPER security group. If that user visits the accounting app (e.g. https://localhost:8443/accounting/control/main ) the  Create a Gl Transaction button will incorrectly assume their ORGANIZATION_PARTY is 'Company', the default value from general.properties. The 'Company' Party may not even exist. The user won't have an ORGANIZATION_PARTY set in UserPreferences until they enter the Organization GL Settings screen and select their company from the list shown.   The above usability problem is probably something to discuss in a more broad ticket or the mailing list. In the meantime I'll implement the quick fix to make it easier for users to enter multiple transactions, an activity that might be undertaken by a bookkeeper.

            Commit 18cf371e1b55f093228b64bef361e946b4635ca8 in ofbiz-framework's branch refs/heads/trunk from Daniel Watford
            [ https://gitbox.apache.org/repos/asf?p=ofbiz-framework.git;h=18cf371e1b ]

            Fixed: Added accounting main action menu to Organization GL Settings screens (OFBIZ-12771)

            Clicking on the Create a Gl Transactions button navigates to a screen
            within the Organisation GL Settings group of screens. Within this
            context the main actions menu - which included the Create button - is
            not visible, meaning it is cumbersome for the user to add another
            transaction.

            This commit adds the main actions menu to the Organization GL Settings
            screens, matching the way the actions are displayed in all other
            Accountancy screens.

            jira-bot ASF subversion and git services added a comment - Commit 18cf371e1b55f093228b64bef361e946b4635ca8 in ofbiz-framework's branch refs/heads/trunk from Daniel Watford [ https://gitbox.apache.org/repos/asf?p=ofbiz-framework.git;h=18cf371e1b ] Fixed: Added accounting main action menu to Organization GL Settings screens ( OFBIZ-12771 ) Clicking on the Create a Gl Transactions button navigates to a screen within the Organisation GL Settings group of screens. Within this context the main actions menu - which included the Create button - is not visible, meaning it is cumbersome for the user to add another transaction. This commit adds the main actions menu to the Organization GL Settings screens, matching the way the actions are displayed in all other Accountancy screens.

            Commit 7f352a5c31eb6b5eef172c9d63f35814ef1b3c45 in ofbiz-framework's branch refs/heads/release22.01 from Daniel Watford
            [ https://gitbox.apache.org/repos/asf?p=ofbiz-framework.git;h=7f352a5c31 ]

            Fixed: Added accounting main action menu to Organization GL Settings screens (OFBIZ-12771)

            Clicking on the Create a Gl Transactions button navigates to a screen
            within the Organisation GL Settings group of screens. Within this
            context the main actions menu - which included the Create button - is
            not visible, meaning it is cumbersome for the user to add another
            transaction.

            This commit adds the main actions menu to the Organization GL Settings
            screens, matching the way the actions are displayed in all other
            Accountancy screens.

            (cherry picked from commit 18cf371e1b55f093228b64bef361e946b4635ca8)

            jira-bot ASF subversion and git services added a comment - Commit 7f352a5c31eb6b5eef172c9d63f35814ef1b3c45 in ofbiz-framework's branch refs/heads/release22.01 from Daniel Watford [ https://gitbox.apache.org/repos/asf?p=ofbiz-framework.git;h=7f352a5c31 ] Fixed: Added accounting main action menu to Organization GL Settings screens ( OFBIZ-12771 ) Clicking on the Create a Gl Transactions button navigates to a screen within the Organisation GL Settings group of screens. Within this context the main actions menu - which included the Create button - is not visible, meaning it is cumbersome for the user to add another transaction. This commit adds the main actions menu to the Organization GL Settings screens, matching the way the actions are displayed in all other Accountancy screens. (cherry picked from commit 18cf371e1b55f093228b64bef361e946b4635ca8)

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              danwatford Daniel Watford
              danwatford Daniel Watford
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                Updated:
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