3,701 Reply by joe

(14 replies, posted in Accounts Receivable)

I would recommend using the class cart, in /sales/includes/cart_class.inc, explained by Janusz.

Simply include this file and create an object of this class. And then fill this object with your invoice details and item lines. You can see ,in /sales/sales_order_entry.php, how to fill the items and invoice details and finally how to save the object with the write method.
This way you are using the internal core of FA to get everything updated, including (invoice, debtor trans, delivery, sales order, GL transactions etc.). So by studying this file, you will see how to do it.

This is much better than trying to explain how everything is connected in DB.
If you are curious about this, however, there is an ER-diagram and Table scheme for download on the download documentation page.

/Joe

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3,702 Reply by joe

(8 replies, posted in Installation)

You will have to login as superadmin (login as admin on your first company, often the Training Co.)

/Joe

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3,703 Reply by joe

(3 replies, posted in Reporting)

It seems that the file /reporting/includes/tcpdf.php is broken. Please replease this file with a fresh one from CVS repository or installation package.

/Joe

Go to forum: Reporting

3,704 Reply by joe

(3 replies, posted in Reporting)

It seems that directory /company/6 is write protected. Enable it and try copy the files from company/0 into this folder. You should make /company folder and all subfolders write enabled.

/Joe

Go to forum: Reporting

3,705 Reply by joe

(2 replies, posted in Accounts Receivable)

You will have to make a join to the cust_branch table and the salesman table in the SQL statements in rep101.php. Then you should add a parameter in reports_main.php for rep101.php, Sales Person, and in the report rep101.php add a parameter for the salesman to the SQL functions.
If you cannot do that yourself, you can try to ask for help in the Jobs Wanted / Offered Forum.

/Joe

Go to forum: Accounts Receivable

3,706 Reply by joe

(4 replies, posted in Reporting)

Strange, I can not reproduce this error. Something seems to be out of sync, in including the config.php.
Do you see something strange in the error_log?

/Joe

Go to forum: Reporting

3,707 Topic by joe

(0 replies, posted in Announcements)

We have established a new FAQ (Frequently Asked Questions) Page, accessible from the Menu.



We appreciate any help you can provide to this FAQ Page. Please leave them on the 'Contact Us' Page.

/Joe

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3,708 Reply by joe

(5 replies, posted in Items and Inventory)

No, I am afraid not. You will have to split these items into 2 different ones with different UOM.

/Joe

Go to forum: Items and Inventory

3,709 Reply by joe

(2 replies, posted in Accounts Receivable)

Please look for yourself on the demo site .
Try to credit a Sales Invoice or make a free Credit Invoice. You can either return the items to the location or write them off. You can change the  prices.
A dispute where you will have to issue money back is not related to the Invoice/Credit Note but to a dispute.
The Credit Note will automatically be used to allocate the underlying Invoice if credited from a Sales Invoice (Inquiry), otherwise it can be used to allocate other Invoices.

/Joe

Go to forum: Accounts Receivable

3,710 Reply by joe

(8 replies, posted in Reporting)

in the line 318

if (isset($bankaccount['bank_name']))

change to the following:

if (isset($bankcccount['bank_name']) && $doctype != ST_SALESQUOTE)

/Joe

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3,711 Reply by joe

(6 replies, posted in Items and Inventory)

I tried the same operation just without problems. Maybe the references is out of sync. Please increase it manually to see if it helps.

/Joe

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3,712 Reply by joe

(6 replies, posted in Items and Inventory)

You probably know that you can click down an Item for editing, after you have entered it. Here you can also edit the description smile

/Joe

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3,713 Reply by joe

(7 replies, posted in Banking and General Ledger)

The problems are that there are so many things involved. You can also use the bank deposits and payments for payments to/from suppliers/customers. Everything has to be taking care of. Allocations and all such stuff has to be edited. So you see it is a difficult task.
Do you fancy trying? smile.

/Joe

Go to forum: Banking and General Ledger

3,714 Reply by joe

(2 replies, posted in Items and Inventory)

1. You have 3 different ways of entering dates. MMDDYYYY, DDMMYYYY  or YYYYMMDD with a separator.
   You can void the transaction in Setup tab and enter again with correct date.
2. Please set the $go_debug to 1 in config.php file to catch any errors.
3. You can't, but you should enter the purchase prices after discounts. This price is you purchase price for the items.

/Joe

Go to forum: Items and Inventory

3,715 Reply by joe

(2 replies, posted in FA Modifications)

Alvin, I am not sure if I understand you. We have Reorder Levels to be input on Item and Inventory tab.
It is in the Lower Right position in Maintenence section.

/Joe

Go to forum: FA Modifications

3,716 Reply by joe

(3 replies, posted in Report Bugs here)

You must always pay in the Customers Currency (domestic here), despite which bank currency account you are paying to.
This information is also written below in the form, if you are paying to a different bank currency account.

/Joe

Go to forum: Report Bugs here

3,717 Reply by joe

(1 replies, posted in Accounts Payable)

Payments to suppliers don't create any costs (unless there are bank charges or discounts). You are paying from a bank account and you are debiting the Accounts Payable account, which is not presented in the P&L statement. You will see those transactions in the Balance Sheet under the period.
The costs are taking when the delivery is done for items and when the supplier invoice is done for services.

/Joe

Go to forum: Accounts Payable

3,718 Reply by joe

(1 replies, posted in Items and Inventory)

This is an auto incremented primary key value. You never see this value in FA, but is there for keying.

/Joe

Go to forum: Items and Inventory

3,719 Reply by joe

(17 replies, posted in Banking and General Ledger)

Hello again,
In version 2.3 we will implement the revaluation as an option to do it manually and also do it on a special Journal Entry.
Yes the wiki need to be updated.

/Joe

Go to forum: Banking and General Ledger

3,720 Reply by joe

(5 replies, posted in Reporting)

I am not sure about that. You may accidently inactivate an item, and you will never see that there should be shipped a couple of more items, right?

/Joe

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3,721 Reply by joe

(3 replies, posted in Setup)

Ah, I see. Using the references might not work if there is a miss in the sync, just as you say. I am sorry.

/Joe

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3,722 Reply by joe

(17 replies, posted in Banking and General Ledger)

Thanks slackie, glad you sorted it out smile

/Joe

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3,723 Reply by joe

(1 replies, posted in Accounts Receivable)

I guess this feature was from an earlier cash invoice, before the implementation of the POS setup, where you now can choose cash sales when direct invoicing. The payment is done automatically then according to the POS setup.

/Joe

Go to forum: Accounts Receivable

3,724 Reply by joe

(17 replies, posted in Banking and General Ledger)

Please, Slackie, do the following check (I also asked you that in my former answer).
Take your GBP balance in your bankaccount and multiply it with the exchange-rate from the last day of transactions. This should give the same balance as in the GL account.
Please tell me if this is the fact.
If this is not the fact, we will have to investigate it further.

/Joe

Go to forum: Banking and General Ledger

3,725 Reply by joe

(1 replies, posted in Accounts Receivable)

1. The location is tied to a branch. If you set a location for a branch, it will show up in the forms when you select this customer/branch.
2. This is a huge task because the operations go through many tables.
3. Again, a customer can have many branches, not the other way. The sales persons are also tied to a branch. You could setup the sales persons as users (with the same names) and use the access roles for them. However these sales persons are not restricted to the respective customers only.
4. By setting the same sales person on the location in the branches. Then you can match the sales person with the location if you do it right.

/Joe

Go to forum: Accounts Receivable