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[Support production / IBP-817] - NKP - Mass processing of reminders

Open MariaHashimi opened this issue 10 months ago • 6 comments

Detailed Description:

Mass processing of reminders

Customer: battere If several reminders are selected, only the first one from the list is downloaded.

If you send several invoices to the queue, this does not work.

Mass processing for reminders does not work.

Impact:

Customer can’t send reminders in mass.

Steps to Reproduce:

https://my.runmyaccounts.com/#/c/battere/ar/reminders/create

MariaHashimi avatar Apr 17 '24 09:04 MariaHashimi

Hi @MariaHashimi,

Good evening.

I went through the code for reminders and also did some testing. Here is what is available right now and probably not documented any where which is why it is causing some confusion.

  1. You can select multiple reminders, select pdf and print them to the queue. All selected reminders will be available in the queue and you can download them by selected the desired ones in zip file. Here is screen shot.

image

  1. In addition to this you can also create a single pdf file by clicking the 'Create Single PDF' checkbox and a pdf file with all selected reminders will be created immediately and will be available for download with download link below the buttons. See following screen shots.

image

image

Please note that reminders pdf link download is available only if you have checked the 'Create Single PDF' checkbox and it disappears if you don't check the box again.

Do you think this functionality is enough or you want to add something more to it?

Regards

ledger123 avatar Jun 04 '24 11:06 ledger123

Hi @ledger123 , Philip tested your instructions and it seems it does not work on our version of Ledger. Could you maybe create a video on how you do this for us to be able to reproduce it?

MariaHashimi avatar Jun 21 '24 07:06 MariaHashimi

Hi @MariaHashimi , Please find attached screen casts for both points.

Regards

https://github.com/user-attachments/assets/d4d2b8db-3c1e-441c-a667-d9c69012b7ca

https://github.com/user-attachments/assets/73018968-09ae-41c4-afae-a0ad59a1fa97

ledger123 avatar Jul 24 '24 05:07 ledger123

Hi @ledger123

Thank you for the video i think we didnt quite understand how this works with the download of the reminders, it works now on our side.

But there is one other issue and that is sending out multiple emails for reminders this doesnt work i attached a video. Is this something that needs to be implemented ?

Regards Jakov Ratkovic

https://github.com/user-attachments/assets/951fafa1-a916-46dc-bf90-4822f0cd8a85

DevAtRMA avatar Aug 19 '24 14:08 DevAtRMA

Hi Jakov Ratkovic,

Yes, this problem which you explained in video exists and that is why we had made the zip file changes. I am not sure how it was then used as I was asked to make changes this way but was not involved in the implementation.

So now you want to add the functionality to select invoices and then click send to send reminders for all those invoices. Right?

Please confirm and I shall make the changes.

Regards

ledger123 avatar Aug 20 '24 10:08 ledger123

Hi Armaghan

Yes i confirm we would like the functionality to send out multiple reminders over Email.

Regards

DevAtRMA avatar Aug 26 '24 06:08 DevAtRMA