Search options (Page 8 of 25)

You may be able to useeither:-
1. {L} - Location, you will have to define each country as a location and sell from that location
Or
2.{P} - pos - Point Of Sale, each pos needs to be defined in setup against a location, which does come back to option 1.

In both casesyou will probably get just a number (of the location or pos), but you and your users will know what number each country is.

Please try on your training company first and report back for completeness.

Edit: I've had a quick look, it appears that pos can only be assigned to each user, which leaves just option 1.

Hi, please read post 4 above, which means you need to use {UU} in your transaction reference. So each ref will be unique.

The wiki entry is mentioned in post 7 above too, which also states to use this method.

You missed my point in post 2 above:-
With reference to your 1st post
The secondary company is working as expected... error "Process journal entry only if debits equal to credits" is correct, FA is double entry accounts software; for every credit there must be an equal debit and vice-versa. It means you have not entered a corresponding debit/credit in the journal entry

The 'debits = credits' is because FA is double entry accounts software, so the problem may be with the main company?

Were the two companies created with the same COA?

May be worth comparing the two db with WinMerge. The data of course will be different, but you will see any differences in the db structure. (Make a backup of each company, select both in explorer, right click for context menu - WinMerge)

@mugao-em can you confirm the access role also has:-
-
Inventory configuration:    
Stock items add/edit
-
access as well?

If access for Inventory configuration: Stock items add/edit is unchecked - check it, then see if role can access add fixed assets please.

A lot of the fixed asset pages use existing items/sales/purchase pages, example you will not have access to fixed asset location if you do not have access to items & inventory locations

I revisited my ‘minimo’ theme introduced here and toned down the changes; also adding css only off-canvas menus, ie no additional js.

minimoV2, minimoV3 & minimoV4 all have the same general theme, but with different menu options:-
V2 – Hover left for menu with hover over menu tabs for complete applications menu.
V3 – Hover left for what I can only describe as ‘The Meg' full screen with all applications listed in a vertical format
V4 - Hover left for a horizontal version of V3
V5 - Not done, but applications only for the current tab is also an option.

With V2, V3 & V4 it’s possible to go from your current page to any other page in FA with just one click; although I am not 100% convinced in any improvements to productivity, but that will probably come with use. It’s also a little ‘weird/different’ having no menu, but that should also disappear with use.
It’s also possible to have 2 different menus for the left and the right in the same theme ie left menu V5, right menu V3.
Smaller screens may be an issue.

None of the themes are 100% complete, but if you like the concept and wish to include them in the core I will finish them.
To do list includes:- Log in/out screen. Remove redundant css.  Improve div start/end logic for V3, re-write menus as a function, change renderer tables to divs, etc

Demo here
username: demo
Password: password

@boxygen ref post 2. Is this similar to what you meant?

Check your bank accounts

Banking and General Ledger ->Bank accounts

Which bank accounts under the column heading type are 'Cash Account' If you are using standard bank accounts then there is only one...Petty Cash

I believe that FA views a direct sale as a cash sale, therefore there is only one account of type 'Cash Account' the petty cash account.

So create another bank account say 'Cash' type Cash Account.

I'm sure I've read something in the wiki, but cannot find it at the moment, will have another look tomorrow.

I think i would copy both to a spread sheet and try to align from there.

Another thought, when did you start using the Dutch COA? Might be useful to download the latest Dutch COA and compare that? Seems they were updated approx 9 months ago.

Go back to basics and check everything; i.e. Do you have a GL account assigned to each tax? I s that GL account used elsewhere, etc.

I'm getting the same, so wiki

To me the 2nd line reads that only when the w/o is closed will the wip be transferred to stock.

So it seems separate w/o's are necessary: Is there a reason you cannot issue a w/o for 200 and 2 more for 100 each?

@apmuthu ah ok, initial thoughts are I can do that with customers & suppliers as they are the same, but not so sure with items as whilst similar are not the same, will have a look next week. Thank you.

@kvvaradha @joe My apoligies for my late reply; I mis-read kvvaradha's post (or it was changed?) and was mulling over a response

Can you please clarify if: You want me to modify core files to incorporate custom fields as it was into the core for release FA2.5 (I think this is what you mean)

So a few thoughts:-

1. Use existing FA db tables where possible or db structure as is in additional fields ext.(which makes upgrading easier?)
2. Address options

1. Keep the existing address field as FA core and have additional address fields as extra info?

2. Use the existing FA core address field as the first 1/2/3/4 lines of the address then add extra fields for city, department, etc? This is quite a large change; customers, customer branches, suppliers, locations, company setup etc and all relevant reports

3. Separate fields for all lines of address? ie Address Line 1, Address Line 2 - 4 and then city, department, etc

4. Or another way not listed here?

3. Use dropdown lists for city, etc or empty box? Or a combo box that allow select from list or manual entry) Also I think its possible to use a flat file for a list of cities etc and then only store the value in the db. Users can then add their own 'locale'

4. Option in company setup to turn on/off custom fields?
5. Create a detail query for each CSI (I'm fairly sure I need help with this)