301

(6 replies, posted in Accounts Receivable)

itronics wrote:

Modifying addresses in customer/branch sales order delivery address unless you reedit SO.

In fact algorithm of selection of delivery address on new SO is quite logical:
- select branch mailing address if not empty
else
- select branch billing adress if not empty
else
- select company address
That's all.

That makes sense. but since osCommerce does much of the same logic, I will have all three addresses (generally the same) and it is far simpler
logic to fill them in all the time... (Customer/Company Address, Billing Address, Shipping Address)

itronics wrote:
tom wrote:

I am just looking for any bad things that could happen by doing things this way...

All should work right. The only problem can be changed branch address between  sales order is received and moment of delivery. In this case all not delivered sales orders should be updated.

Yes and I take that to be bad, so it makes sense to only allow FA to make changes to SO or Customer Branches, etc

itronics wrote:

I guess you mean customers not users? You can use 'Retail' customer with many branches, or you can create unique customer record for every your client. The first option cannot be used for multiply companies because GST number is stored  in customer, not in branch record. For retail customers GST number is obsolete.

Yes I did mean Customers.

One thing I did notice, the Customer's Address does not have a Tax Group associated with it, so I will need at least one Branch for each customer.
No big deal, just my observation.

In my case I do not sell my products for re-sale, so every customer is a Retail Customer.
But I do want to make any code I write general enough so others can use it too...

tom

302

(6 replies, posted in Accounts Receivable)

Ok maybe I misspoke...

I just did some more testing and I see that if I change the address in the branch it does not effect the Sales Order.

So what effect will modifying the Branch have on any current or past sales orders (or invoices or...)?

I saw the "Retail Customers" in the demo an have considered putting all the web orders under a single FA customer and using the branches for each individual osC customer address.

And if the customer changed their address, I was going to update their FA Customer Branch accordingly.

I am just looking for any bad things that could happen by doing things this way...

If this will work, then I just need to have the osC 'order process' generate a sales order and then the normal FA interface can be used for the rest of the process.

I am very content to continue to use osC to interface with the customer because that works well. I need FA to track the *rest* of the business!

[edit]
Upon thinking about it more...

I can not think of a good reason to not create a FA user for each osC user
(except maybe lazyness LOL)

At that point I might as well create Branches on the fly as Ship To addresses
change... which it typically rare with my customer base

It then may make the most sense to do everything from the Order Process function in osCommerce.
That may keep things simpler in the long run...

tom
ps. let me know if there is a better place to discuss this kind of thing

I am starting to examine how to interface between osCommerce and FA.

I noticed that you can not delete a Customer Branch that has 'customer transactions' or 'sales orders' in the database.

I also see that there are no restrictions on how you can edit the branch

I think that is may be valid to edit most anything while the order is being handled,
but once the sales order is closed/delivered/etc it should be copied for future preservation.

What would it mean if I took a sales order that shipped to branch in the UK and then the following week that address book entry (branch) was edited to be in New York City?

Would the old sales order now display NYC with taxes collected to UK?

In osCommerce that is what we did with everything, including product descriptions, prices, taxes, etc.

sales_orders_details appears to not depend on other tables, but sales_orders
does refer to a few others.

tom

Try SETUP->Display Setup
Prices/Amounts

tom

Ok Thanks!

I will likely do the manufacturing process and then when we get PO Units recalc I will be able to drop that step.

Now on to filling orders!

I am sure I will have more questions... but as always I try to ask questions verbose enough to provide help to other people

Tom

"scenario you describe is best"

I assume you mean a manufacturing process.

I still think I am missing something:

Selected Product: BLANK CD (Q=1)
Supplier Purchasing Data
Price: $24.00
Suppliers Unit of Measure: 24
Conversion Factor (to our UOM): ???
Supplier's Code or Description: CDRW-24

It just seems to me to be such a common activity that we should be able to do this purchasing directly:
If my supplier has a case of 24 "Supplier Code" CDRW24 at a Price of $24 (ie $1 each) and a supplier unit of measure 24
(not sure what to do with Conversion Factor)

When receiving this product the system could add 24 Blank CD's to inventory

Is a manufacturing process the only way?
(ie- is opening a box of 24 items and putting them on the shelf considered a manufacturing process?)

Tom

I have tried a number of combinations of  Purchasing Pricing, Supplier Quantity and Conversion to our UOM but have been unable to get the following to happen:

Let's say I have 5 Blank DVDs in Stock and I purchase a 24 DVD package, I would like to have the DVD stock increase 24 to 29 total after I receive that product and close the PO.

Or do I need to define a manufacturing process that will convert a 1 - Case of DVD(24) into 24 DVDs

What is the right way?

In my real application I buy 50 lbs of material and sell it in 1/4, 1/2 and 1lb packages.

Can I define a product of be .25 LB of a product?
Will I need to define a manufacturing process to make the smaller packages?

I am finally getting to the point where I can see how most of my processes will work!

tom

308

(4 replies, posted in Manufactoring)

I think it would help some people (including ME smile ) if the demo data included purchasing in case quantities for maybe the CD ROM drive or something new.

There may be other features that could be better explained via the demo

I would be happy to work with someone to set up some examples I can understand (then *anyone* should be able to)

309

(9 replies, posted in Items and Inventory)

That is very good to hear.

I will dig into it and see what notes I can come up with

310

(9 replies, posted in Items and Inventory)

I too am interested in osCommerce interfacing.

I looked at the API document, I was hoping for APIs like add_customer and add_customer_branch, add_order etc

In osCommerce there is heavy use of Classes and the class functions are called from the web pages and the webpages only focused on display.

The class functions provided the API for any caller, making add-on modules
and the like much easier.

From the looks of the directory structure classes are not used here...

that mans when table changes are made each php file that uses that table needs to be updated... hopefully I am wrong...

tom

Is this the file you are talking about?

https://frontaccounting.com/wbt/modules … hp?file=92

It has the CVSImporting.txt file but the xls file only has sheets for manufacturer and workcenters.

No Items

Is there an easy way to import items?

I only have maybe 100 items so I can do it manually...

tom
(edit) I found another thread dealing with this, and links to the docs

312

(4 replies, posted in Manufactoring)

I have a similar problem.

I can buy an item in case quantities or as single units.

In my manufacturing process I cut them in 1/2 to make a finished product.

I also purchase bulk product (20kg or 44lbs and in some cases 50lbs)
and sell 1/4, 1/2, 1lb units

What is the best way to do these?

tom

When entering tax groups ti may be easier to have the entry/modification boxes above the Tax Group List

Now I am having to scroll to the bottom of the screen to enter the tax fields

Also In the summary list, it might be nice to include a RATE column that is the sum of all the taxes in the group,
right now you need to click edit to see the various rates (looking for typos)

tom

ps. Now a Bug, the 47th Tax Group does not display on fa/taxes/tax_groups.php

after adding a couple they are now showing up

314

(5 replies, posted in Setup)

t sounds like a retailer may have to pay some VAT on the goods they purchase for resale and then that need to be able to offset what they have already paid vs what they collect from the customer.

(Am I guessing correctly?)

Generally in the US we file as tax exempt and then pay the taxes on any goods we consume.

My wife (for example) pays sales tax of List price and then if she sells anything at a discount she needs to request a refund of the difference.

You are being very helpful

tom

315

(5 replies, posted in Setup)

Ya know I got distracted with the GL account numbers...

My real question is:

Why are there TWO GL accounts associated with a Tax Type?

FA calls them SALES and PURCHASING

How are they used?

tom

What is Account Code 2 used for?

317

(5 replies, posted in Setup)

When creating Tax Types there are 2 GL Accounts, Sales and Purchasing.

And in the Trading Co, they are both under Accounts Payable.
But (confused) one is named VAT IN and the other VAT OUT

Sales collects tax which needs to be sent to the proper tax collector and it is not our money so I guess I can see it going directly into an A/P account

But Purchasing pays tax on consumables and that is an expense, I can see that there could be reasons for keeping track of taxes paid for other reasons, but not in an A/P account.

Why isn't it set to an Expense account?

tom

So it seems I will have 6 Tax types
FL @ 6% and 5 for the various surcharges used within the state

and then 68 Tax Groups, one for each of the 67 counties
Pasco County (FL 6% + Surcharge 1%)
etc

and one for the rest of the world (Exempt)

And I see how I can link the Customer Branch to the proper Tax Group

ok and I see the Item Tax type can be used to tax different items at different rates (or exempt)

(I am enumerating al this in hopes of the example being useful to others)

Thanks
Tom

ps.

On
http://..../fa/index.php?application=system

I think 'Taxes' should be changed to 'Tax Yypes'

Ok I am a programmer, not an accountant.

I am in the USA and I have to collect Sales Tax.

All of my sales are from my website running osCommerce.

It correctly collects sales tax based upon the delivery address.

I do not see how that can be implemented in FA.

I do see Addng a Customer Account and then Adding a Customer Branch, but there it seems I would need to know what the Tax rates is for each customer.

The tax collected is State (6%) and then an optional County (0% to 1.5% surcharge)

Since my long term goal is to have osCommerce feed sales and customer information to FA maybe my answer is to use the osc tax name (FL - Pasco) as a tax group name and be able to look that up when a customer is created. (Florida has 60+ counties!)

Are the Customer Branches basically SHIPPING Addresses that customer uses?

Here is the direct link with no registration required.

Also other courses as well.

http://www.kutztownsbdc.org/course_listing.asp

(edit) I just finished that course and it was a good intro, even for a Programmer

too bad they were not selling Pizza and Soda (or Beer)...

Coffee and they antique things called Books smile

321

(38 replies, posted in Modules Add-on's)

joe wrote:

We have prepared an extension manager for release 2.1. Look at the sticky topic in this forum. We do not have the resources to develop these types of extensions ourselves, but concentrating on the accounting core. This is our main duty.
A couple of companies have been interesting in making a CRM extension to FA and at least one is almost ready. They are waiting for the release 2.1 Beta to ship next week.
I guess they will tell us more when time is ready.

/Joe

Is there any documented API that extensions can use to perform common actions?

I am guessing that an add-on could provide an access point for osCommerce/Vtiger/etc could interface and the add-on code would convert to the internal API

I too an interested in osCommerce. I am also a "retired" osc core developer

tom