51 Reply by ckrosco

(11 replies, posted in Report Bugs here)

Many Customers?

If you have many records you can enable Search Customer List in Company setup. You can then start a search by pressing a space in the Customer List, or use the edit box in front of the list if such one is available. Now enter fragment of Customer name and press tab. The list will now be populated with relevant records. If you enter a *, all records will be shown.

Yes, I know how to use the search customer list - it is my preferred method since I have a customer base of more than 2000.

I guess nobody else sees this as a bug or a flaw. It's bugging me because the previous versions would update the screen when a new bank account was selected.

As it is now, I have to manually refresh the screen to bring up the customer payment details, and then select the appropriate bank account for payment.

My method for using FA is to import orders into FA as Sales Order Entries, then process them one by one, finally adding the customer payment after each order is processed and invoiced.

It would be a great help if there was a link to customer payment after creating the invoice, and the customer payment details are already filled in, as is the case when processing a single order from start to finish (sales order entry to customer payment).

Go to forum: Report Bugs here

52 Reply by ckrosco

(11 replies, posted in Report Bugs here)

I can see that if the "search for customer" option is not selected, you will be forced to select the desired customer from a list and then the page will update as desired.

However, if there are many customers, the "search for customer" option is very handy.

I think it makes more sense for the page to update when the bank account is selected, or better yet, to have the customer name and payment details prefilled when going to the payment page.

Go to forum: Report Bugs here

53 Topic by ckrosco

(11 replies, posted in Report Bugs here)

The "customer payment entry page" does not update as it did in earlier versions.

I am using version 2.3.11

To reproduce this problem:

Create 2 Sales Order Entries

Got to "Sales Orders Inquiry"

Process the first order through to invoicing.

Go to "Customer Payments"

Here is the problem. If the customer name is entered exactly, and there is only one customer with that name, the page does not refresh to show the amount owing. A manual refresh is required.

Previous versions would refresh when the payment option was selected, but this does not happen with the current version.

A workaround is to enter a partial name, but if that partial name brings up the desired customer as first choice, a manual refresh is still required. Only by selecting another customer, then the desired customer, do the payment details fill in.

Go to forum: Report Bugs here

54 Reply by ckrosco

(1 replies, posted in Accounts Receivable)

I have been trying to track down this problem, which it seems that nobody else has. I suspect it has something to do with an error in my setup. Can someone verify these settings for me?

-- Bank Account - PayPal - type = cash
-- Bank Account - Credit Card - type = chequing

-- Payment Terms - PayPal - type = cash
-- Payment Terms - Credit Card - type = cash

POS - Website - Credit Sale = yes, Cash Sale = no, Default account = PayPal

Go to forum: Accounts Receivable

55 Topic by ckrosco

(1 replies, posted in Accounts Receivable)

There was a mention of this problem in a previous thread: https://frontaccounting.com/punbb/viewtopic.php?id=2108

I have just updated to the latest version (2.3.11) from a 2.2 installation.

When I go to the customer payment screen, and select the customer, and select the appropriate bank with the appropriate currency, the screen does not refresh to fill in the amount owing.

I have to hit the F5 function key to refresh the screen manually before the amounts are filled in.

I am using Firefox 14.0.1 on a Kunbuntu OS.

The previous version of FA 2.2 automatically refreshed the customer payment screen.

It is better if the amounts are filled in automatically, because when I hit the F5 key, the bank goes back to the default, which is not always the right choice, so it's easy to make a mistake if I first select the bank, expecting the screen to refresh, then hit F5, perhaps forgetting to again select the appropriate bank.

Go to forum: Accounts Receivable

56 Topic by ckrosco

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

I am modifying the OSCommerce module to work with a Zen Cart. I have made the hooks.php file so that the module loads in and is presented correctly, but I have having trouble connecting to the Zen Cart database.

There is a form that takes info about the Zen Cart database. Is there anything wrong with this code? It works in FA 2.2, but not in the current version.

include($path_to_root . "/includes/ui.inc");

if ($action == 'show') {

    start_form(true);
    start_table(TABLESTYLE2, "width=40%");

    $th = array("Function", "Description");
    table_header($th);

    $k = 0;

    alt_table_row_color($k);

    label_cell("Table Status");
    if ($found) $table_st = "Found";
    else $table_st = "<font color=red>Not Found</font>";
    label_cell($table_st);
    end_row();

    text_row("Mysql Host", 'dbHost', $dbHost, 20, 40);

    text_row("User", 'dbUser', $dbUser, 20, 40);

    text_row("Password", 'dbPassword', $dbPassword, 20, 40);

    text_row("DB Name", 'dbName', $dbName, 20, 40);
    tax_groups_list_row(_("Default Tax Group:"), 'taxgroup', $default_TaxGroup);

    end_table(1);

    if (!$found) {
        hidden('action', 'create');
        submit_center('create', 'Create Table');
    } else {
        hidden('action', 'update');
        submit_center('update', 'Update Mysql');
    }

    end_form();

    end_page();
}

Go to forum: Modules Add-on's

57 Topic by ckrosco

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

There are a few extensions included with the 2.3.1  distribution, such as Import Multiple Jourmal Entries, but I can't find them in the source code.

Are there examples of extensions that I can examine?

Go to forum: Modules Add-on's

58 Reply by ckrosco

(3 replies, posted in Accounts Receivable)

Thanks for your reply, but I don't understand. As far as I can see, a POS is related to a user's account. Would I have to log in as another user in order to process gift certificates?

Just to clarify, my customers buy a gift certificate and then give that GC to another customer, who will use it to buy merchandise.

So the amount of the GC has to be available as a credit to the GC recipient.

Is this how it should work:

Customer Credit Note ---> GC recipient
Credit Note Items --> GC
Credit Note Total = Value of GC
Credit Note Type     ---> Items written off
Write off the cost of the items to --> GC Bank Account

?

Go to forum: Accounts Receivable

59 Topic by ckrosco

(3 replies, posted in Accounts Receivable)

I am trying to figure out how to handle gift certificate sales.

I set up a bank account called "Gift Certificates" - customer buys a GC that money goes into the GC Bank account.

Now when the GC is used by another customer, how do I transfer the money from the GC bank account to the new customer's account?

I can make a payment from the GC bank account to the new customer, but I don't see a credit to that customer anywhere.

I would expect to see the credit in the "Customer credit notes" but it seems these are only created by returned merchandise.

Any help would be appreciated.

Go to forum: Accounts Receivable

60 Reply by ckrosco

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

Yes I can do that, but I am not a programmer, and there are several shortcomings to this - the biggest being that if your items are priced by attributes, and attributes are weights, your imported orders may not accurately reflect the change in inventory.

If your products are priced by item, this will work great as I have it now. Where do I upload it?

Go to forum: Modules Add-on's

61 Topic by ckrosco

(1 replies, posted in Report Bugs here)

The update exchange rate function does not work on 2.2.10.

If you try to edit an existing exchange rate by clicking on the pencil icon, and enter a new exchange rate, and press the "Update" button, an error message pops up - The exchange rate for the date is already there.

The only way to update the exchange rate is by deleting that day's entry and then putting in a new entry.

Not a big deal, but it seems like you intended an update function here.

Great software BTW

Go to forum: Report Bugs here

62 Reply by ckrosco

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

ckrosco wrote:

So I guess something is wrong - right?

Yes something was wrong. I'm using this for Zen Cart and I had to modify some of the add_to_order fields (around line 495).

So now it works great! Except one thing - I would like the date to reflect the actual date of the order. Right now, you have it coded as:

$cart->document_date = TODAY();
$cart->due_date = TODAY();

I tried to get the date from the Zen Cart database with:

$sql = "SELECT DATE(date_purchased) FROM orders WHERE orders_id = $oID";
$result = mysql_query($sql, $osc);
$date_purchased = mysql_fetch_assoc($result);
mysql_free_result($result);   

And then using:

$cart->document_date = $date_purchased;
$cart->due_date = $date_purchased;

but this doesn't work.

Isn't there an elegant way to get the actual order date?

Go to forum: Modules Add-on's

63 Reply by ckrosco

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

I used this module to import customers - worked flawlessly, although I had to change

$one_database = 1; // Use one DB

to

$one_database = 0; // Use one DB

This is for the same database server, but two different data bases.

All customers are accessible via the 'Add and Manage Customers' menu.

But after importing some orders, I don't know what to do with them. I cannot see these orders anywhere.

Reading the above posts, I think the orders have been imported as Sales Orders, so I should be able to use "Delivery Against Sales Orders", but no matter what options I choose for search, "No records" are returned.

What is the next step after importing orders?

-----------------

Looking at the FA database, I see the imported order in the 'sales_order' table, but there is nothing in the 'sales_order_details' table, or anywhere else I can see that has details about each order.

So I guess something is wrong - right?

Go to forum: Modules Add-on's

64 Reply by ckrosco

(3 replies, posted in Banking and General Ledger)

itronics wrote:

But why have you had to reinstall the application?
Janusz

I'm trying to import products and orders using the CSV importer and the OSC importer. As I was not clear on the exact procedure, the database got really messed up. So I reinstalled. Second time I used the demo company, then created my own company, then realized that only the first company has access to all features (add modules etc). So I reinstalled. Seems to be working so far, so I reinstalled on my working server, rather than my test server.

There are quite a few mysterious operations that take a while to figure out. Good documentation would help with newcomers like me. When I get this system up and running, and figure things out a bit better, I would be happy to contribute by adding to the WIKI documentation.

Go to forum: Banking and General Ledger

65 Reply by ckrosco

(3 replies, posted in Banking and General Ledger)

To use an alternate exchange rate provider, change the name of the folder lang/en_US/ to en_GB - which is the default locale with a new installation.

Great software, guys, but a hell of a slog getting things set up for the first time. I've done about 4 reinstalls so far and am just getting the hang of it now.

Go to forum: Banking and General Ledger

66 Topic by ckrosco

(2 replies, posted in Items and Inventory)

When I make a new sales kit, the predefined unit of measure is "kits"

Is that intentional? I don't see any way to change it.

The actual units of the items that make up my sales kit should be grams.

Go to forum: Items and Inventory

67 Reply by ckrosco

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

tom wrote:

The osC ProductsID must match the FA ItemID.
If you run the osCommerce 'Price Check' it will point out errors

Can you clarify this?

osc:

products_id in products table

should match

FrontAccount:

id in item_codes table

Is that correct?

Go to forum: Modules Add-on's

68 Topic by ckrosco

(3 replies, posted in Banking and General Ledger)

I am using Taiwan dollars as my business currency, and would like to get exchange rates against USD and CAD.

I understand that ECB does not support TWD, so I tried editing the lang/en_US/locale.inc to use Google, but the exchange rate continues to be returned as 0.0000

I also tried with Yahoo - same result.

Do I need to change en_US to something else?

My error log has many instances of this error:

[12-Jun-2010 12:37:15] 0:admin:JsHttpRequest.php:470: mb_convert_encoding() [<a href='function.mb-convert-encoding'>function.mb-convert-encoding</a>]: Illegal character encoding specified

Is this related to the currency problem?

Go to forum: Banking and General Ledger