26 Reply by jfirestone

(24 replies, posted in Reporting)

Thanks poncho, that was a good suggestion.   I am making a little bit of headway using those report extensions as a basis.  Still struggling adding things, but I've gotten a little bit of redesign done and made space for the things I want.

I am referring to a "sales order" which is what we will give to the factory to produce the order.  We don't need to be so official as to have a two step process here.

IN addition to making this new report, which is accessible from the Reports screen - can I add this as a link or icon to the "sales_orders_view.php" page?

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27 Reply by jfirestone

(24 replies, posted in Reporting)

I appreciate both of your suggestions but not much of this makes sense.  I am not a programmer at all, so I don't really know much about what I am doing.   I am able to find things and change basics, but creating new programming is beyond me.

I was able to do this, change column names and even add a column to this display list, but getting a new icon or even a text link to that "Factory Order" field is something I haven't even come near figuring out.  sad

http://www.egreene.com/tmp/saleslist.png

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28 Reply by jfirestone

(2 replies, posted in Accounts Receivable)

The original sales order will let me increase it, but then no longer shows the original amount

i.e. Ordered amount 300, Delivered amount 315

The only thing I have figured out so far, was to remove the error message that comes up and blocks saving the order.  It still resets the amount to the original ordered amount. 

Currently I update the amount delivered and then manually put in a note in the comments to show "Original order 300, over shipped."

As I mentioned with my system of 20+ years, we have always been able to show our customers that we shipped and billed the slightly larger amount.

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29 Reply by jfirestone

(2 replies, posted in Accounts Receivable)

I *could* yes, but that just means I have to adjust how we have been doing things in our old system for the last 20 years.

If there isn't another way, I'll start doing that.  Thanks!

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30 Topic by jfirestone

(2 replies, posted in Accounts Receivable)

I run a printing company and it is common industry practice to ship up to 10% over on an order.  Is it possible to deliver more than the original order amount?   I can't seem to find any option to do so.  I found where to allow the system to accept over delivery on a purchase order, but not over delivery on a sales order.

Thanks!

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31 Topic by jfirestone

(2 replies, posted in Accounts Receivable)

I sell inexpensive items in large quantities.  Very often my item price needs to go to 4 decimals places.

However, my line total AND invoice total should only ever have 2 digits. It looks very sloppy with the subtotal and total showing 4 digits.

example -

300 Item A @ $.5466 each  ($54.66 per 100) = $ 163.9800

Can this be fixed?

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32 Topic by jfirestone

(24 replies, posted in Reporting)

I want to make a new copy of the sales order to use.   I do not want to lose the current sales order.

i.e new report rep109b.php which will have less columns and data in the body.  I do not want to list prices as well as other things.

I can remove the columns I don't want from doctext.inc but then I lose them for ALL sales order reports.   

Can I make a doctext3.inc, a header3.inc etc and make the changes there?  Or is there a way to put my new headers in rep109b.php and override the default headers?

Thanks for your help!

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