51 Reply by chrison

(32 replies, posted in FA Modifications)

Yes, I'm loving it too....  VERY handy!

Chris

Go to forum: FA Modifications

52 Reply by chrison

(32 replies, posted in FA Modifications)

joe wrote:

You should not get an editfield here. Just press the F4 key and you should get the items popup form.
After you have edited the sales price in the items tab and go back to the general info, you should now have a Select box. This was the subject that was fixed.

I guess we got a little offside on the subject. Maybe my fault sad

Mea culpa!  I probably should have created another thread for the editable-items-description-field issue, instead of mixing it in with this issue.  Anyway, I'm sorry for misunderstanding which "other thing" you were referring to!  (BLUSH!)  I just checked and, yes, the "Select" button does appear when you switch to another tab and then go back to the General Information tab.

Thanks for that!

joe wrote:

The other thing you mentioned will still be under consideration.

Sounds good!  Like I said, it's a "minor" annoyance but it would be great if it could be fixed, even if only for the sake of UI consistency between screens.  Whenever someone has time/energy/interest in looking at it will be fine by me!

Thanks, again, for all the help!

Regards,

Chris

Go to forum: FA Modifications

53 Reply by chrison

(32 replies, posted in FA Modifications)

joe wrote:

Well, it seems that I got the resources just now smile

Thanks, Joe, for taking the time to look into that other problem.  I'm sure you have plenty of other things to keep you busy, so I really appreciate you spending time on my issues.

I made the changes as you stated but, unfortunately, there's no change on my system.  The item description field on the Purchasing Direct Invoice screen still does not change from a drop down list to a text-entry field if the selected item has "editable description" checked and you tab over to the "Qty" field.  I tried logging out and back in, and clearing my browser cache, but still no change.  Btw, the item description field for the same item does change in the Sales Direct Invoice screen, so there's some sort of inconsistency going on here between how the two screens are coded.

As you said, this is a minor issue so if you're busy with other things just put it on the "To Do" list for when you have some free time (yeah, right!).  wink  I can live  with the annoyance of having to save an item, go back and edit it, and then save it again as I'm a small, one-man operation and I don't enter a huge amount of direct invoices.

One side comment, though, and this isn't meant as a criticism but, rather, it's just me pointing out how things work in the world...  What may seem like a "minor" issue can be a major issue to someone who has to deal with the "minor" issue over and over, day in and day out.  At first, a data entry clerk who spends all day repeatedly entering direct purchasing invoices into FA might not mind the one or two extra steps of having to save a line, edit it, and then save it again,  but after having to do that the 10,000th time (and the 100th time today!) it can become downright infuriating!  So, sometimes, it's all those "little things" that determine whether an application is "really nice" or "just plain junk."

Anyway, thanks again very much for your help!  Put this one on the "To Do" list if your busy with other things.  Heck, now that I'm a "Master PHP Programmer" (ahem! wink ) I might even go figure it out myself!  LOL!

Regards,

Chris

Go to forum: FA Modifications

54 Reply by chrison

(32 replies, posted in FA Modifications)

joe wrote:

I guess you should revert it again. Later when I get the resources, I will look at you minor item above.

/Joe

I put everything back the way it was.

Thanks!

Regards,

Chris

Go to forum: FA Modifications

55 Reply by chrison

(32 replies, posted in FA Modifications)

Btw, Joe, does this mean that the changes I made in includes/ui/ui_lists.php aren't needed and should be removed?  Or, should I leave them as is?

Thanks!

Regards,

Chris

Go to forum: FA Modifications

56 Reply by chrison

(32 replies, posted in FA Modifications)

@Joe:

I manually made the changes you outlined and, yes, it now automatically populates the fields when you select an item in the pop-up window.

WOO HOO!!!!  cool cool cool

There's still a small problem that if I create a new item and then go to another tab (e.g. to Purchase Pricing to enter a purchase price), when I go back to the General Information tab the "Select" button is no longer at the bottom of the screen.  So, I have to refresh the screen, reselect the item to get the "Select" button back, and then click the "Select" button.

This is NOT a big deal and I'm REALLY happy just being able to use the pop-up window to create new items.  I just mention this last little thing in case there's an easy fix for it.  If not, don't worry about it.

Again, thank you VERY much for all your help!

Regards,

Chris

Go to forum: FA Modifications

57 Reply by chrison

(32 replies, posted in FA Modifications)

apmuthu wrote:

Did you mean:

    if ($editkey) {
        set_editor('customer', $name, $editkey);
        set_editor('item', $name, $editkey);
    }

The original code didn't have the braces so I didn't add them.  That goes to show you how much I know about PHP programming!  (BLUSH!)

Thanks for pointing that out!  I fixed it.  Now, if I could get it to automatically populate the Direct Invoice screen when I close he item pop-up screen I'd be all set!  (Hint!) wink

Thanks for your help!

Regards,

Chris

Go to forum: FA Modifications

58 Reply by chrison

(32 replies, posted in FA Modifications)

Wait a second...  it does work, although not quite how it works in the other modules.

As mentioned in my last post, when I click the "Select" button at the bottom of the inventory/manage/items.php pop-up window, the window closes but does not update the Direct Invoice screen with the stock_id and other data for the newly-created item.  However,  I can type the new item's stock_id into the "Item Code" field, or use the drop down list, and it's there!

Also, when I create a new item in the pop-up window, if I go to another tab (e.g. "Sales Pricing") and make a change there, when I go back to the "General Settings" tab the "Select" button is no longer at the bottom of the screen.  So, I have to refresh the screen and reselect the new item to get the "Select" button back.  Then I can carry on with selecting the item and going back to the Direct Invoice screen.

So, I have accomplished what I set out to do...  I'm able to create new items from within the Direct Invoice screen.  WOO HOO!  However,  it would be nice if I could get this to work just like it does with customers and branches...  update the fields automatically, and not lose the "Select" button if I go to another tab.

Any tips/pointers on how to get it to do that?

Thanks, again, for any help provided!

Regards,

Chris

Go to forum: FA Modifications

59 Reply by chrison

(32 replies, posted in FA Modifications)

Okay, I did some more "exploring" and figured out how to get the inventory/manage/items.php window to pop-up while I'm in the sales direct invoice screen.  In includes/ui/ui_lists, I changed function customer_list by adding the hotkey for inventory.

Change line 495-496 from this...

    if ($editkey)
        set_editor('customer', $name, $editkey);

To this...

    if ($editkey)
        set_editor('customer', $name, $editkey);
        set_editor('item', $name, $editkey);

I can now view/create/edit items in the pop-up window.  However, when I click the "Select" button at the bottom of the screen, the items window closes but does not populate the item code field on the Direct Invoice screen.

Obviously, I'm missing a step here.  Any help provided will be greatly appreciated!

Thanks!

Regards,

Chris

Go to forum: FA Modifications

60 Reply by chrison

(30 replies, posted in Wish List)

Thanks for your hard work, Joe!

Regards,

Chris

Go to forum: Wish List

61 Reply by chrison

(11 replies, posted in Items and Inventory)

Hi, Chris!

If it works for you, it's "reasonable."  smile  Seriously, though, it sounds like you've got it set-up so you can get the reports you need and that's the whole point, right?

Sorry I didn't mention/suggest using dimensions, but I don't use them (or tags) so I'm not up on how those work.  Also, I'm sorry but I'm no help at all with the "qty on hand" thing.  Since service items never hit inventory, I'm kind of surprised that FA would track "qty on hand" at all, so maybe the developers can help you out on that one.

Anyway, I'm glad you got everything working to your satisfaction, and hope my tiny amount of advice helped.

Regards,

Chris (the other one!)  big_smile

Go to forum: Items and Inventory

62 Reply by chrison

(30 replies, posted in Wish List)

Yes, Joe, we did overlap!  LOL!

Thanks for the explanation about the layout.  The report does actually look okay.

Regards,

Chris

Go to forum: Wish List

63 Reply by chrison

(30 replies, posted in Wish List)

dvarsani wrote:

Hi Joe
It's working fine in version 2.3.14 but under version 2.3.13, I get an error....

I'm on 2.3.14 on Linux and it's not working.  I set "debug = 1" and "go_debug=1" in config.php and I get the following error messages:

include_once(../includes\db\crm_contacts_db.inc): failed to open stream: No such file or directory in file: /var/www/accounting/reporting/rep205.php at line 24
include_once(): Failed opening '../includes\db\crm_contacts_db.inc' for inclusion (include_path='.:/usr/share/php:/usr/share/pear') in file: /var/www/accounting/reporting/rep205.php at line 24
Call to undefined function get_crm_persons() in /var/www/accounting/purchasing/includes/db/suppliers_db.inc on line 162

I changed the two "\" to "/" in line 24 and it now works but the Contact Information and Physical Location columns are displaying one row lower than the rest.  If I had upload capability, I'd post a screenshot, but I can't.

Hope that helps.

Regards,

Chris

Go to forum: Wish List

64 Reply by chrison

(30 replies, posted in Wish List)

joe wrote:

Hello again,

I Have tried to compile a 'Supplier Detailed Report'.

Download the attached zip file. Unpact and add/replace these 2 files

Good morning!  (YAWN!)  I did that, but it doesn't work on my system.  The progress bar runs for a split second and then that's it.

Btw, your SELECT statement is pretty much what I had so I won't post mine.

Thanks!

Regards,

Chris

Go to forum: Wish List

65 Reply by chrison

(30 replies, posted in Wish List)

Farhaj wrote:

I can do that please tell me in  files names only.

I can't give you a definite answer to that, but I tried starting with the Customer Details Report (reporting/rep103.php) and modifying it to report supplier details instead.  I managed to get the sql SELECT statement figured out, but couldn't get further than that.

Maybe you'll have more luck that I did?  Hope so!

Regards,

Chris

Go to forum: Wish List

66 Reply by chrison

(32 replies, posted in FA Modifications)

apmuthu wrote:

@chrison Post 12 here:
While midway entering line items, when you find that you do not have the item in the item master, try entering the new item in another window/tab of the browser instead of the standard popup that occurs. Then save midway and choose to edit / append to the line items of the same main record. If you did not understand the above, then make some numbered steps and screenshots for reference and I'll match the steps to any new workaround ones.

Okay, I see that if you're using the full purchasing workflow (PO -> Receive -> Invoice), then you can, indeed, start a PO, save it, and then go back and add more items to it later.  So, it is possible to save a partial PO, go to inventory/items and create a new item, and then go back and finish the PO.

However, you can't do that if you're using the Direct Invoice function, unless I'm missing something here?  Once you process a Direct Invoice you can't edit it.  All I can find is the ability to credit it.

Since I'm a small, one-man operation, I would rather not have to use the full purchasing workflow. While that workflow is suitable for larger organizations with many employees and purchasing functions divided between several staff, in my circumstances it's overkill.

So, again, it would be very helpful to be able to create a new item using an item pop-up window as previously described.  I do understand that doing this might require significant time and effort, and that there may be more pressing development priorities at the moment, so if it's just not do-able I'll accept that.

Thanks for your help...

Regards,

Chris

Go to forum: FA Modifications

67 Reply by chrison

(32 replies, posted in FA Modifications)

joe wrote:

In the purchasing data on Items and Inventory tab, you can setup the suppliers discription of an item.

/Joe

Right, but that's not what I'm trying to do.  A fuller explanation might help....

Rather than create an item for each and every piddly thing I purchase, I have created several generic items with their type set to "service" because I also don't want to track them through inventory.  Then, when I purchase the item I want to edit the description from the generic description to what the item actually is.  Because it's a generic item, there might be more than one on each purchase invoice (I just ignore the warning FA gives), but that's okay because the item description tells me what the item actually is.

The best example of this is office supplies.  I do not want to track any office supplies through inventory, and I do not want to create an item for every piddly bit of office supplies I use (pens, paper clips, paper, and on and on).  So, I have created a service item called "MISCOFF" (Misc. Office Supplies).  When I buy a bunch of office supplies, I want the direct purchase invoice I create to look like this:

  • MISCOFF - Black Pens (12/Box) 1 EA @ 3.00 Total = 3.00

  • MISCOFF - Paper Clips Large (100/Box) 2 EA @ 1.50 Total = 3.00

  • MISCOFF - Paper Clips Small (100/Box) 2 EA @ 1.00 Total = 2.00

See what I mean?  So, like I said, being able to edit the description before saving the line instead of having to save the line, edit it, then save it again, would be a time saver.  It's not critical, but it sure would be handy!

Regards,

Chris

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68 Reply by chrison

(10 replies, posted in Announcements)

No database changes, so to install just copy the files over the existing files  Right?

Regards,

Chris

Go to forum: Announcements

69 Reply by chrison

(32 replies, posted in FA Modifications)

Btw, while we're talking about entering Direct Purchase Invoices....

Currently, when entering an item on a Direct Sales Invoice and the item has an editable description, after you tab through the description drop-down list the description field turns into a text field and is given focus so that you can edit the field (if you want) and then carry-on with finishing and saving the line item.  However,  when entering a Direct Purchase Invoice and the item has an editable description, you have to first save the line and then click the "edit" link to go back and edit the line's description. 

It's no big deal, really, but shouldn't you be able to edit the description for an item on a Direct Purchase invoice before saving the line, just like when entering items on a Direct Sales Invoice?

Thanks!

Regards,

Chris

Go to forum: FA Modifications

70 Reply by chrison

(32 replies, posted in FA Modifications)

First, thanks to everyone for the information provided so far!  I have spent many hours the last couple of days wandering around the FA code, and your pointing me in the right direction has been very helpful.

Unfortunately, while I can get the general idea of how the code is working, I just don't have sufficient PHP coding skills to truly understand what's going on.  FA is a very complex application, with many nested functions (i.e. functions calling other functions), and it's just too over my head and mind boggling. sad

So, let me explain what I'm trying to accomplish and then, maybe, someone with more skill that I can do it if they have the desire and time to do so.

Currently, in the purchasing module, when I'm using Purchase Order Entry, Direct GRN, or Direct Invoice I can hit F2 to pop-up the purchasing/manage/suppliers.php screen, create a new supplier and then click the "Select" button at the bottom of the screen.  When I do this, the purchasing/manage/supplier.php screen closes and fields on the purchasing screen (PO Entry, Direct GRN, or Direct Invoice) are populated with the data for the new supplier.  This is very handy as I don't have to leave the purchasing screen to create a new supplier.

Now, let's go to another scenario.  I'm entering items on the PO Entry, Direct GRN, or Direct Invoice screen.  I suddenly realize that the item I want to enter isn't in the database.  So, I now have to go over to the inventory module, create the item, and come back to the purchasing screen to finish entering my PO, GRN, or invoice  However, before I can continue, I must refresh the purchasing screen so that it will pick-up the new item in the database.  When I do this, I lose all previously entered items and have to start all over!

This isn't a big deal if it happens at the beginning of entering items, but if I have entered a lot of items it can be really frustrating!  And it's even more frustrating if it happens multiple times while trying to enter the same PO, Direct GRN, or Direct Invoice!  So, what I do now is before I go into the purchasing module to create a PO, Direct GRN, or Direct Invoice, I use inventory/manage/items.php to check each item to make sure it's in the database.  This is a lot of extra work for me, but is better than getting half-way through a PO, Direct GRN, or Direct Invoice and having to start over again because one or more items isn't in the database.

So, what I'm looking for is where I can hit another function key when I'm entering items into a PO, Direct GRN, or Direct Invoice which will pop-up the inventory/manage/items.php screen so that I can create a new item.  When I'm finished  doing that, I click on the "Select" button at the bottom of the inventory/manage/items.php screen.  It then closes and the fields on the line in the items section of the PO, Direct GRN, or Direct Invoice screen are updated with the data for the new item.  I can then save that line and carry on with entering the rest of my PO, Direct GRN, or Direct Invoice.  No more having to refresh the screen and start entering items all over again!  cool

I hope the above explanation is clear?  If not, let me know and I'll try explaining again.  If this is easily do-able, I think it would greatly improve FA's functionality in the purchasing module.  If it's not easily do-able, I guess I'll just have to keep checking items using inventory/manage/items.php and creating new items before I go into purchasing and use the PO, GRN, or invoice screens. sad

Thanks, again, for all your help!  I really do wish I were knowledgeable enough to figure this out on my own.  Maybe I will be someday, but not today.  sad

Regards,

Chris

Go to forum: FA Modifications

71 Reply by chrison

(32 replies, posted in FA Modifications)

Okay, I think I get the general idea of how popup windows work.  But, could you point me to the following:

  • Which PHP file sets the F2 function key to popup the sales/manage/customers.php screen when I'm in Sales -> Direct Invoice?    I can't seem to find where that's being done.

  • Also, where in sales/manage/customers.php is the "Select" button getting added to select the current customer, close the screen, and populate the Direct Invoice screen with the appropriate data?

I'm sorry to be asking so many questions, but I'm trying to figure out how FA works so that (hopefully!) I can try doing some of my "improvements" myself instead of bugging you folks about it.  So, a little extra help now should pay dividends later.

Thanks, again, for all your help!

Regards,

Chris

Go to forum: FA Modifications

72 Reply by chrison

(32 replies, posted in FA Modifications)

Hi, Joe:

Thanks for the updated files.  Very nice!  It's all in one handy place now!  WOO HOO!

Thanks, too, for the pointers/tips on popup windows.  I'll take a look later today.

Regards,

Chris

Go to forum: FA Modifications

73 Reply by chrison

(32 replies, posted in FA Modifications)

Hey, Joe!

Yes, that would do it, too.  The general idea is to make it so you don't have to jump to different screens to enter the pricing info, so putting them on tabs fixes that.

However, I'd still appreciate it if you could point me in the right direction for creating pop-up windows.  What I have in mind is making a popup to the items screen from the purchasing invoice entry screen, just like you can hit F2 and pop-up the customer screen from the sales invoicing screen.  That way, if you're entering a supplier invoice and you discover you need to create a new item you can do so easily

So, thanks for any pointers/tips on how FA handles pop-up windows.

Regards,

Chris

Go to forum: FA Modifications

74 Reply by chrison

(10 replies, posted in Installation)

Cool!  Congratulations! cool  Good luck with the rest of the installation process!

Once you get it installed, take a look at the Wiki for guidance on how to get FA up and running.  And, of course, feel free to post in the forum if you need help.

Glad I was able to assist...

Regards,

Chris

Go to forum: Installation

75 Reply by chrison

(10 replies, posted in Installation)

It sounds like the MySQL extension to PHP needs to be implemented.  More info on how to do this is on the PHP website.  Apparently, FA uses the MySQL extenstion (not MySQLi) so that's the one you want to implement.

Hope this helps...

Regards,

Chris

Go to forum: Installation