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that is close, that gives the 'id' of the user rather than the 'user_id'.

again, I am confused.  $this->user is empty, blank.  when  $this->user . "/r/n"  is done, I get a blank line

I have the Return Path fixed.  Now my quotation emails are going out to customers. 

My next problem is in pdf_report.inc in around line 1020:
  $sender = $this->user . "\n" . $this->company['coy_name'] . "\n" . $this->company['postal_address'] . "\n" . $this->company['email'] . "\n" . $this->company['phone'];

This adds sort of a signature to the email.  $this->user is empty so I have just a blank line where the user should be.  I can't figure out how/where it gets populated.  All the rest of the sig is correct and as it is supposed to be.  Customer just doesn't know which salesperson sent the email.

The line in the source of the email I am looking at is:  From: mydomain.com <>
I think it is supposed to be more like:  From: sally <sally@mydomain.com>

Then the name will be in the sig also.

ed10

Hi apmuthu,

I did:  Better still would be to move the stripping of the commas to the class method constructor itself by inserting the following in line 47 of reporting/includes/class.mail.inc:   $name = str_replace(",", "", $name);

The email still gets sent From: www-data@mydomain.com and not user@mydomain.com.
So no gain yet.

ed10

Hi all:

I am still working on getting quotes to email properly.  My problem right now is that the email is sent out with the From: www-data@mydomain.com.  It needs to be myuser@mydomain.com where myuser is the person who is logged in to FA and doing the email.  This seems to be the reasonable way it should be.  I know that the email is using the file  /etc/mailname (in Ubuntu 12.04) to get mydomain.com.  I just can't figure out where the www-data comes from. I know that www-data is the apache2 user, but don't understand how that works with FA.  How do I get the user name in the From: as I want it?

Thanks

ed10

Janusz:

Thanks for you reply, as always very helpful and on point. 
I guess the only way that I can get the rep109 in company dir to have the new changed from the reporting dir as in ver .14 would be to use something like Meld for each repxxx in company dir?  That is what I did for ver .14 a few days ago and worked ok.  Just didn't know if there is a better way.  I will test Mercurial this weekend and see if I can do it properly.

ed10

Hi Joe:

Thanks for the fix. 

Two questions.

Where do I find the text that is used for the subject, any signature, from,  etc for the email?  Wiki?

Would it be possible to get some help on how to use Mercurial to keep up with these changes on my local box.  Since some of the base files get changed on local box such as doctext.inc, header2.inc, and pfd_report.inc as examples.  The changes in those files are changing text in reports.  What I can't work how is how to get into my local FA the changes that are made to them in the basic code and up in the update versions and still keep my text editing changes. 

Same kind of deal with the reports that I have in /company/0.  For example, I have some changes in rep109 and so it is in company dir, but the ver13 t0 ver14 made changes in rep109 under reporting dir. 

I need some kind of scheme to control the changes.  I am sure I am not the only one needing this.  A wiki would sure be nice.

Thanks again for the quick fix.

ed10

Janusz:

I think that customer_id=" should be customer_id=''

ed10

Janusz:

Adding link back to Customer Allocation Inquiry on final payment  screen, would be a big improvement. I sort of like links that take you right where you need to go and the default screen when you get there is set just like it is needed.

As long as your messing with Customer Allocation, it would sure be nice to be able to sort by customer or by Order number the way you have it for date.  That would add considerable usabliity for finding either a range of dates or where there are several customers with almost the same name, example University of xxxxx or 1st National xxx.

Along with this, after invoicing from delivery, it would be helpful to have a link there to either call the Customer Allocation or Customer payment so a payment could be entered against the invoice right away.

That allows us to either to run thru a batch of SO's and deliver/invoice them or immediately allocate a payment if only one order.  Just makes life easier.

Thanks,

ed10

Our company is mainly B-B and Payments from customers seems awkward to me also.  The way we get most of our sales work are by creating SO's from the Zencart module. Then we do Delivery Against Sales Orders followed by Select Another Order For Dispatch till we have dispatched all the orders from a batch of downloaded orders. We then do Invoice Against Sales Delivery and followed by Select Another Delivery For Invoicing until all Sales Deliveries are invoiced. All of this seems to go well and is pretty fast in batches of 25 or 30 orders at a time. The lists created for these two operations work nicely and the Select Another works as expected.

Now comes the slow awkward part of the process. It seems that the only way to enter customer payments is by clicking Customer Payments.  When I do that, unlike the above process, I am not provided any list of open invoices or list of customers with balances owed to our company.  We have to do a search for each customer by name.  This is a very slow process especially compared just picking a customer/invoice from a list and clicking a button. 

It seems that there should be a pick list of customers/invoices from which we can select the customer for entering a payment so that Payments work just like Dispatch and Invoice.

Thanks,

ed10

Joe:

So far this has worked just fine.

Thanks for your help,

ed10