Hello Gaston,
I am out of office. I have asked Janusz to handle this topic. I guess it has something to do with Javascript, but he will explain in detail what to do.
/Joe
3,626 06/28/2010 11:06:42 pm
Re: Item creation/editing problem (no answer) (23 replies, posted in Items and Inventory)
3,627 06/28/2010 11:01:57 pm
Re: some accounts (2 replies, posted in Banking and General Ledger)
Retained earnings is an accumulated account for year to year turn over.
When you close a fiscal year the profit and loss for the year is debited the Profit/Loss Year and credited the Retained Earnings. This is if it was a profit. The other way round if it was a loss.
The Sales Account is the account that is credited every time you invoice your customers.
If you are interested in Accounting, there are links to good instructions here:
/Joe
3,628 06/28/2010 07:33:52 am
Re: Item categories and Item types (6 replies, posted in Items and Inventory)
Item Types are built in. They can be either Manufactured, Purchased or Service. Manufactured and Purchased are Stock Items.
If you want to create a manufactured Item you would have to set it to Manufactured. Then you can populate the Manufactured Item in Bill of Material.
/Joe
3,629 06/28/2010 07:27:20 am
Re: FA setup error fiscal year (13 replies, posted in Setup)
Look in the Wiki here:
There is also a section about Opening Balances.
/Joe
3,630 06/27/2010 07:36:23 am
Re: delete inventory adjustments (3 replies, posted in Items and Inventory)
Well, you will have to start from scratch again, if you want a clean company. You can use one of our Import modules on the Download page or make your own. However this might be difficult.
There is a lot of links in the databases.
/Joe
3,631 06/27/2010 07:29:58 am
Re: Disable Cash Invoicing (3 replies, posted in Accounts Receivable)
In the POS setting for the user, unmark the cash sales.
/Joe
3,632 06/26/2010 10:22:13 pm
Re: Canadian taxes setting: tax over another taxed result (9 replies, posted in Setup)
No tax information is displayed on sales orders, only ex vat or included.
We were planning to release 2.3 Beta on Monday. However there might be a 2 weeks delay due to other implementation.
/Joe
3,633 06/26/2010 04:21:52 pm
Re: Displaying the Sales group ID; sales/manage/sales_groups.php (2 replies, posted in FA Modifications)
Hello Gaston,
This change is made in 2.3. The id is presented before the description.
When editing an existing, the id is also presented read-only.
Thanks for your proposal.
/Joe
3,634 06/26/2010 04:06:12 pm
Re: delete inventory adjustments (3 replies, posted in Items and Inventory)
Ah, you should always test such things on the Training Co.
I hope you have made all the adjustment lines under one entry number. Then you can only void this entry in Setup, 'Void Transaction'.
Otherwise you will have to take them one by one.
/Joe
3,635 06/26/2010 08:20:53 am
Re: Canadian taxes setting: tax over another taxed result (9 replies, posted in Setup)
Ok, here are the instructions on how to implement this in release 2.2.X.
Somewhere about line 100 in config.php, add the following lines:
/* suppress tax rates on documents. 0 = no, 1 = yes. */
$suppress_tax_rates = 1;
Look here to see what to change in /reporting/rep107.php. It is the right pane you should use. This is for printing invoice.
Look here to see what to change in /reporting/rep110.php. It is the right pane you should use. This is for printing Delivery Note.
Look here to see what to change in /includes/ui/ui_view.inc. It is the right pane you should use. This is for presenting on screen.
/Joe
3,636 06/26/2010 12:03:05 am
Re: Canadian taxes setting: tax over another taxed result (9 replies, posted in Setup)
I will use the first method. You may look in the CVS unstable for how to implement it in 2.2.X. The CVS will be updated tomorrow.
The files to look into is /reporting/rep107.php, /reporting/rep110.php and /includes/ui/ui_view.inc, function display_customer_trans_tax_details. I will tell you when this is done.
/Joe
3,637 06/25/2010 07:54:03 am
Re: Canadian taxes setting: tax over another taxed result (9 replies, posted in Setup)
The only thing I can come up with is to, by a global variable $suppress_tax_rates, is by not presenting the rate on the documents. In this case you will have to include the tax rate in the Tax Type Name.
If that would be satisfactory, I can include this option in 2.3 Beta.
/Joe
3,638 06/23/2010 09:55:21 pm
Re: Can't Void PO and PO delivery!!! (12 replies, posted in Accounts Payable)
You can't due to complexity, but you can make a negative Item Adjustment.
/Joe
3,639 06/23/2010 10:24:57 am
Re: Invoice amount error! (2 replies, posted in Accounts Receivable)
1. Yes, you can enter an invoice item with no price (you give it away for free).
2. This sounds strange. Are you sure this was a stock item and not a service?
3. First select Allocate Customers Payments or Credit Notes. Mark Show Settled Items. Click the Payment link last. Remove the aount from the payment. Now the Payment is back again.
Now you can void the Payment.
/Joe
3,640 06/23/2010 07:16:48 am
Re: COGS and Inventory GL out of sync !! (4 replies, posted in Items and Inventory)
The get_qoh_on_date is extremely important when calculating price-diff. If price changes from GRN to Supp Invoice all Deliveries must be recalculated and the dates are very important. The old calculations for qty are done on the former date and the new qty calculations are done on new date.
There are more examples on where these calculations are needed. It is a very complicated process.
You are right regarding pre704 and I will change your proposals into 2.3 (shipping soon in beta).
/Joe
3,641 06/22/2010 12:38:31 pm
Re: Need guidance to send for the first time multiple invoices by email. (10 replies, posted in Accounts Receivable)
The taxes are shown at the end of the invoice. One line for each tax type that have been used.
/Joe
3,642 06/22/2010 08:33:04 am
Re: Need guidance to send for the first time multiple invoices by email. (10 replies, posted in Accounts Receivable)
Please practise this on the Training Co.
Yes, you can change the item price and it will change on the recurrent invoices.
The Item Tax Types are on the Setup page just below the taxes up right.
/Joe
3,643 06/21/2010 06:18:38 pm
Re: Need guidance to send for the first time multiple invoices by email. (10 replies, posted in Accounts Receivable)
Yes, you have to create items, either as stock or service. And before that you have to create Item Tax Types to be used on the Items.
/Joe
3,644 06/21/2010 01:33:30 pm
Re: Need guidance to send for the first time multiple invoices by email. (10 replies, posted in Accounts Receivable)
Templates are selected based on a Sales Order in Sales Order Inquiry.
Start by creating a Sales Order you want to use as a template, then mark this one in Sales Order Inquiry as a template.
Then you can use this template when you create the recurrent invoice.
/Joe
3,645 06/21/2010 06:12:28 am
Re: Update Exchage Rate (1 replies, posted in Report Bugs here)
This is more like a constraint so you don't enter another rate for the same day by mistake.
/Joe
3,646 06/21/2010 06:09:20 am
Re: Need guidance to send for the first time multiple invoices by email. (10 replies, posted in Accounts Receivable)
Consider setting up recurrent invoices (look in the Wiki, how to). When creating the recurrent invoices, you will get the option to either print the invoices or email them in bulk.
/Joe
3,647 06/20/2010 07:21:29 am
Re: Opening Balance for Customer (2 replies, posted in Accounts Payable)
Look in under First Steps, Opening Balance. The AR/AP balances are a bit down the page.
/Joe
3,648 06/14/2010 11:50:31 pm
Re: COGS and Inventory GL out of sync !! (4 replies, posted in Items and Inventory)
If you need more accuracy in the purchase pricing (average standard costs) you should set the initial purchase price in Items and Inventory to be with more than 2 decimals (f.i. 6). Then the internal calculation of average costs will be set to these decimals.
Look in the under Purchasing, Purchasing Prices.
/Joe
3,649 06/14/2010 06:58:40 am
Re: Units of measure for sales kits (2 replies, posted in Items and Inventory)
Sales Kits are only a helpers for them entering the Orders. The Item Lines are expanded, so you don't see the Sales Kit units.
If you don't want them to expand, then consider using assembly (simple manufacturing) instead.
/Joe
3,650 06/13/2010 08:45:29 pm
Re: Purchase Order & Adjustment of Entries question (11 replies, posted in Accounts Payable)
Yes, Chaitanya, this would be a correct disposal by the Fiscal Year End closure.
/Joe