I have just replied your request on another topic at

https://frontaccounting.com/punbb/viewtopic.php?id=2485

   Please have a look.

Cheers,

tclim

Thanks Joe,

  I have tested the customer inquiry by replacing the code and press on F2, it works great. Thanks for the tips.

Cheers,

tclim

x 2 but I still can't maintain the Themes, Languages, Extensions and Charts of Accounts in Setup after upgrading to 2.3.7. Any ideas what to look for?

  I have tested the customer inquiry by replacing the code and press on F2, it works great. Thanks for the tips.

Cheers,

tclim

By changing the row 45 in /sales/inquiry/customer_inquiry.php to:

customer_list_cells(_("Select a customer: "), 'customer_id', null, true, false, false, true);

will enable the F2 key so you can look at the customer. This will be changed into the HG repository.

The theme, exclusive, has a lot of the features you request.

At first, let us just stay with the links between the forms.

/Joe

Need a link that says Add or Edit beside the Customer and Branch fields which take you back to the appropriate maintenance screen. This would let a user quickly maintain the customer record in the middle of a transaction which is also a sorely lacking feature in FA that most competing systems would support.

I think you'd tick a lot of boxes with these suggested features implemented in a subsequent release.

Damnn, I just realised that these links might need to respect security settings (eg. They should not be displayed if the user does not have appropriate rights!) I'll leave that as an exercise for the dev team

One question RodW.
What do you mean with a drill down on the Customer Maintenance to the transactions. Isn't a link just sufficient?

/Joe

Yes, I think a simple link to the Customer Transaction Enquiry screen would be sufficient that was pre-populated with the customer name in the "Select a Customer:" prompt. Personally, I think the default date range should be set to more than one months data, probably the last 12 months or to the start of the current fiscal year.

That would be great Joe.

Just one more thought. While you are mucking about with the customer screens, I wonder if it would be worth adding a couple of sales totals and even current balances as that is probably something that is sorely missing. Simplest would be a table of total sales for fiscal year in the system, eg for me:

Balances   Total Current   30 days  60 days  90+ days
                   $       $              $            $            $

Sales             
2011/12 $     
2010/11 $     
2009/10 $     
                   
                   

Bells and whistles would be to present an array of monthly sales for each fiscal year. eg for me:

Balances   Total Current   30 days  60 days  90+ days
                   $       $              $            $            $
Sales        Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Total
2011/12   $    $     $    $    $      $    $    $     $     $    $     $     $
2010/11
..

The link to the Customer transactions could be the fiscal year label which would set default values for the date range

Sorry to keep adding to your todo list but these statistics are not really visible anywhere and most competing systems would show this sort of stuff. It is not really relevant to my current business as there is not much repeat business but in a previous B2B situation  it would be vital data.

If you can get these reporting routines established then you would be set to write a customer size report that listed each customer by total annual sales by month from the biggest down. These sorts of reports generally need some $ value filters on total annual sales so that you could set a cutoff at say $500 to limit the data set.  Everybody needs to know their top 10 customers .

The six fields are:

Default Inventory Location.
Default Shipping Company.
Tax Group.
Sales Person.
Sales Area.
Sales Group.

These fields are pre-filled with default values (minus Sales Group that can be empty).
These fields are only available when creating a new customer. When looking at existing customers they vanish.

The rest of the Branch fields are copied from the Customer data.

Yes, these links would be good to have. Will have a look.

/Joe

Joe I may be missing something (still on 2.3.4 - gotta catch up ) but as all of these currently get a default value when a branch is added anyway so there is no need to add them to the customer record is there? Aren't we just over complicating things?

Perhaps if AutoAddBranch is enabled all you would need to do is to display a status message that says something like:
"Branch has been automatically created and some fields contain default data, please check default Branch values on this link here"

/Joe

/Joe

Default Inventory Location.
Default Shipping Company.
Tax Group.
Sales Person.
Sales Area.
Sales Group.

These fields are pre-filled with default values (minus Sales Group that can be empty).
These fields are only available when creating a new customer. When looking at existing customers they vanish.

The rest of the Branch fields are copied from the Customer data.

Yes, these links would be good to have. Will have a look.

/Joe

We have decided to add six fields from the branch when creating a new customer, so we can create a default branch.
This branch can of course be edited later. The HG repository is updated. This change will go to the next minor release.

/Joe

Sorry Joe, I missed this on my initial reading of this thread so my last post is obsolete.

I think the only fields required would be these (what are the other two?)
Phone Number:   
Secondary Phone Number:   
Fax Number:   
E-mail:

Perhaps you could add some conditional code that only shows these extra fields and does the auto adds to the branch and contact tables if a flag like AutoCreateBranch is set. For this release, this flag might be able to live in the config file and migrate to the Company setup table on the next major release.

While working on this, adding a link to customer maintenance page from the Transaction maintenance screens and a drill down on the customer maintenance table to the transactions would be two very useful additions to the application.

Perhaps tclims code could be extended by putting these two fields on separate lines in the General Notes field (I often past data in there from an email or web order when doing the data entry as an interim step anyway). Read each line in the Notes and if it contains an "@", place it in the email field otherwise place it in the  phone number field. This would let you complete the branch and the contact for a complete customer record.

/Joe

/Joe