Update of PDF-Plugin

  • Posts: 14
  • Thank you received: 3
1 week 6 days ago #365908

-- HikaShop version -- : 5.1.5
-- Joomla version -- : 5.2.4
-- PHP version -- : 8.4.4

Hi
Yesterday I bought the PDF-Plugin because of the need of the UBL invoice feature.

I live in germany and tested it today but I think there are some points that have to be changed / fixed.


#Testing
If you want to test the xml file, you could use a public offered web frontend: www.elster.de/eportal/e-rechnung
Here you can upload a generated xml invoice for testing reasons.

#Issues
> In the upper area you'll find two sections - "information buyer (käufer)" and "information seller (verkäufer)".
In the form "information seller (verkäufer)" the value of the field "company name" is missing.

> In the next area "invoice data" we get things like "invoice number", "invoice date" and so on (Rechnungsdaten).
The following fields have been mixed up: [order number] (Bestellnummer) and [contract/commission(?) number] (Auftragsnummer) - I'm not sure about the naming in english. But there are two types of "order numbers" and they are mixed up. Can you fix this, please?

> Then we have an area with all amounts/sums of the invoice (bills) (Gesamtbeträge der Rechnung)
Here is a field [amount due] - but it's 0,00. I think here we need the complete sum of the invoice.

> Now we move to the next area where we find the seperated costs of delivery (surcharge) (Zuschlag der Rechnung).
Here the fields are confusing. We have "percentage" - but that's empty. Then we additional have "VAT rate of the surcharge". There the "percentage" value is filled out correctly - but without the correct unit (%).

> Next area - payment data (Zahlungsdaten)
In case the customer will pay via bank transfer (so we have no automatic data from paypal or other plugins), some data is missing.

due date: value is missing (if no specific value is given, you must fill it with the invoice date)
payment method: value is missing (i.e. "bank transfer")
payment reference: value is missing (default value would be customer number _and_ order number)

> Next are - single product positions
Here the product codes are missing.

> Near the bottom of all the information on the site we find again "information of seller" and "information of buyer".
Here the following fields are empty:
- email

I hope you can understand my description and can fix it.

Rusty

Please Log in or Create an account to join the conversation.

  • Posts: 83397
  • Thank you received: 13490
  • MODERATOR
1 week 5 days ago #365912

Hi,

I'm not able to access your link. I'm getting redirected to the page www.elster.de/eportal/login/softpse which requires to login, but I don't have an account on that website.

The order number is added as the sales order id:
docs.peppol.eu/poacc/billing/3.0/syntax/...ce/cbc-SalesOrderID/
The order invoice number is added as the invoice id:
docs.peppol.eu/poacc/billing/3.0/syntax/ubl-invoice/cbc-ID/
So I don't think there is a problem there. Please double check.

Please note that the plugin output invoices for orders already paid, so it is normal that the payment data is empty and the amount due is 0 since the customer already paid on your website with a normal payment method like PayPal.
Similarly, it's normal the due date is not set since the order is supposed to be already paid.
If you wish to have the customer purchase your products through payment methods included in the UBL file, then it would require the development of a payment plugin, where you could provide the payment details, which would trigger the generation of the UBL file at the end of the checkout with the payment details from the payment method, etc. In that case, it would make sense for the amount due to be the total amount, etc in the generated UBL.

Regarding the product codes, please note that you need to fill in the setting "Tax category code field" of the plugin with the column name of a custom field of the table "product", and that in each product, you provide the tax category code in that custom field.

Regarding the company name and email missing for the supplier, please note that you have corresponding fields in the settings of the plugin that you need to fill in so that they can be present in the UBL file.

Please review the settings of the plugin. You can click on the "toggle inline help" button at the top to get to see the instructions for each field of the plugin. That might help you fill in the settings properly.

Please Log in or Create an account to join the conversation.

  • Posts: 14
  • Thank you received: 3
1 week 5 days ago #365945

nicolas wrote: I'm not able to access your link. I'm getting redirected to the page www.elster.de/eportal/login/softpse ...

That is ... strange.

nicolas wrote: The order number is added as the sales order id:
docs.peppol.eu/poacc/billing/3.0/syntax/...ce/cbc-SalesOrderID/
The order invoice number is added as the invoice id:
docs.peppol.eu/poacc/billing/3.0/syntax/ubl-invoice/cbc-ID/
So I don't think there is a problem there. Please double check.

Erm ... no. You got me wrong.
Please look at my first screenshot (hika1)! Here you find two marked numbers. This is NOT the invoice number. The invoice number (on this screenshot) is on the upper left side (first entry). In the screenshot both numbers are the same. But in many cases you want to have different number schemes. In the screenshot the - correct - sales number would be the field with the value "NA".

nicolas wrote: Please note that the plugin output invoices for orders already paid, so it is normal that the payment data is empty and the amount due is 0 since the customer already paid on your website with a normal payment method like PayPal.

Erm ... no? ;)
What if the customer make a purchase and choose "bank transfer" for payment. In this case the purchase remains open until the seller receives the payment and changes the order status. Right? This is exactly what I tried. My test purchase has still the order status "open" - so it's _not_ paid. So the total amount due is _not_ 0,00.

nicolas wrote: Regarding the product codes, please note that you need to fill in the setting "Tax category code field" of the plugin with the column name of a custom field of the table "product", and that in each product, you provide the tax category code in that custom field.

Hm ... maybe we talk about the wrong code. Maybe it's the "item number" or "product number" (auf Deutsch: Artikelnummer).
Or should I use the "item identification field" for this purpose? Not sure ...

nicolas wrote: Regarding the company name and email missing for the supplier, please note that you have corresponding fields in the settings of the plugin that you need to fill in so that they can be present in the UBL file.
Please review the settings of the plugin. You can click on the "toggle inline help" button at the top to get to see the instructions for each field of the plugin. That might help you fill in the settings properly.

Please note, that the information are present in the ubl file. But only on one of two data fields. The problem is, that the information is partly in one data area und partly in the other. It seems ... divided. Look at screenshot 2 and 3. no 2 show the first data block - here the company name is missing - but all other data is present. screenshot no 3 shows the second data block - here is the email address missed (for seller (verkäufer) and (buyer (käufer).

Maybe there are two types of these fields?

Attachments:

Please Log in or Create an account to join the conversation.

  • Posts: 83397
  • Thank you received: 13490
  • MODERATOR
1 week 5 days ago #365948

Hi,

I'm not sure what I'm looking at and I have nothing to compare to.
Please provide screenshots of the details of the order in your backend, and a copy of the UBL file generated.

If the order was created with the "bank transfer" payment method, then its status is likely "created", not "confirmed". And in that case, by default, HikaShop doesn't generated an order invoice number.
The order invoice number is only generated after the order has been confirmed. This normally happens after the payment.
So supposing this is the case, saying that the invoice number is not correct in the UBL file is illogical. The plugin cannot use an information which hasn't been generated yet, and in that case it defaults on the order number.

Also, the PDF plugin will only generate the PDF invoice file and the UBL invoice file and attach it to the email to the customer in the "order status notification" email which is sent to the user when the order status goes from "created" to "confirmed", automatically, or manually, after the payment.
Now, the plugin currently displays the "UBL invoice" button in the backend regardless of the status of the order. So you can generate a UBL file for an order which isn't complete, or confirmed. But that's not something you should normally do.
Again, to be able to properly handle an order which isn't yet paid, it would require having payment details to be provided in the correct format, and that can only be done with adding extra settings through a payment plugin created specifically for this.
The UBL invoice generated by the current version of the plugin is for orders that have been confirmed already, after the payment.
You're trying to test something for which it isn't supposed to support at the moment.
Please try instead with a normal order, which has already been paid ( after the status of the order has been confirmed ). This will provide a more accurate result.

Please Log in or Create an account to join the conversation.

Time to create page: 0.064 seconds
Powered by Kunena Forum