Budgets

First you need to add our private repo to your composer.json of your magento installation:

composer config repositories.enobis-your-reponame composer https://satis.enobis.de/customers/your-reponame/

Important: All repos are secured by an ip-protection or an user-authentication. Access Credentials are provided by us!

To install the CHILIconnector-extension use composer via ssh:

composer require enobis/extension-name

To update the CHILIconnector-extension use composer via ssh:

composer update enobis/extension-name

Afterwards you have to complete your Magento2.x installation by

php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento setup:static-content:deploy
php bin/magento cache:clean
php bin/magento indexer:reindex

The "budget"-extension is integrated into several areas of the Magento storefront.

Shopping Cart

Charged budgets will be displayed in the item row of the cart. Please note: Budgets which are for payment won't be shown here. Optional budgets (like optional budgets  or budgets configured as payment) are displayed in the "budgets"-step in the checkout (see below).

Checkout

Budgets can be displayed in an extra step in the checkout. This extra step displays the available budgets of an user. If budgets are optional, the user can/must select the budget(s) first, before they will be charged and displayed here. If its' an "automatic" budget, the budget is already activated (and can't be deactivated for use) and will be charged automatically.

In addition, the an overview of the charged budgets is displayed in the "order summary".

My Account -> My Orders

Charged budgets are displayed in the order details too.

My Account -> My Budgets

The "My budget" list shows the budgets of a customer in the customer account.

You can access more details from every budget too.

My Budgets - transfer budgets amounts between related budgets

Related budgets can transfer budget amounts between them. But only parent budget can transfer them to their related children budgets. To transfer amounts just click on the button "Create Transfer". The next dialogue will show you options for the transfer.

This budget transaction will be saved like every other transaction in the budget history. It's transaction-code is "transfer".

My Budgets"-Widget

The "my budgets"-widget displays all available budgets of the customer on several pages in the storefront.

Create budget records manually

Every transaction of a budget will be stored in a budget record. Different transactions are stored in different records of the budget history. To create a new budget entry you need to define

• Entry code (see below) - Each budget entry (transaction) needs an entry code
• Entry type (plus / minus) - Each transaction value can be saved as a positive or negative value
• Value - Value of transaction
• Order increment id (optional) - order increment id as reference for transaction
• Note (optional) - optional note for transaction

Possible entry codes for transaction are:

• start (identifies the initial transaction of the budget e.g. budget will be created)
• closing (identifies the last transaction of the budget e.g. budget will be closed)
• adjustment (identifies different transaction (plus/minus) ) e.g. manual adjustment of a budget from the backend
• transfer (reserved for budget transaction between two budgets after a budget request)
• order (reserved for budgets transaction within an order)
• payment (reserved for a budgets transaction for a budget which is used as a payment)
• refund (reserved for a budgets transaction which is a result of an order cancellation)
• bonus code
• deactivation
• request (reserved for requesting budgets amounts at the connected budget (supervisor budget))
• refill (reserved for automatic replenishment)

Each transaction will be stored as a record in the budget history.

Create budget records automatically

The budget-extension offers the possibility to replenish budges in a certain period of time automatically. The budgets will be replenished to the configured "fill" amount at the end of the selected period of time. Possible options are: daily, weekly, monthly or "none".

The refill function creates a budget entry as the difference between your actual and the specified fill quantity.