26

(4 replies, posted in FA Modifications)

please move this post to Wish List so it's not overlooked smile

27

(1 replies, posted in Wish List)

It will be nice to have the option of placing order on hold. This way shipping department knows not to work on it.
Perhaps different color in results should do the trick

28

(23 replies, posted in FA Modifications)

I think this can be useful, I had to edit invoice a few times.
Thank you for sharing!

29

(24 replies, posted in FA Modifications)

the workaround in your case might be: when you add new item, make sure "Editable description:" is checked. Than you can alter each item description as needed.
Otherwise you'll have to do what apmuthu said above.

30

(24 replies, posted in FA Modifications)

for better page view, you also might want to change line 52 into this:
  $cols = array(4, 60, 300, 375, 400, 450, 490, 525);

31

(24 replies, posted in FA Modifications)

here's how I did something similar without altering sql
I created 2 new items - item# none -and- item#003 (both editable)
the result you can see here: https://ibb.co/nNFpab

Then in rep109.php line 122 I replaced with:
if($myrow2['stk_code'] !="none" && $myrow2['stk_code'] !="003" ){
            $rep->TextCol(0, 1,    $myrow2['stk_code'], -2);
            $oldrow = $rep->row; }

the result you can see here: https://ibb.co/nNFpab

so by adding item#"none" in your sales order, you can have as much info as you like without PDF file showing item# in file.

32

(3 replies, posted in Report Bugs here)

Login Timeout doesn't seem to work properly. It kicks you out sooner than configured under Company Setup.
version 2.3.25

33

(1 replies, posted in FA Modifications)

Is there an easy hack to implement a warning color (perhaps yellow) for sales orders about to be overdue.
The red color is great, but how about 2-3 days before to get a yellow mark...

34

(0 replies, posted in Report Bugs here)

in file - sales/includeds/db/cust_trans_db.inc - line 359 should be by default
$sql .= " GROUP BY trans.trans_no, trans.type ORDER BY trans.trans_no desc";

otherwise is redundant to constantly order types by desc since in most business recent customers have the most questions... so it should be displayed as recent invoices/payments/credits first.


...perhaps more of a suggestion than a bug smile

35

(4 replies, posted in FA Modifications)

I'm trying to hack the script so I can have a " save as new quote" button on Modifying Sales Quotation page.

example:
customer wants quote for the following options:

option1:
items1,2,3,4,5

option2:
items1,2,3,4,5,6,7,8

option3:
... you get the point

so instead of entering 3 individual quotes, you can edit first quote and "save as new quote" instead. other wise is redundant to copy each item over and over again.

this will also give you the option to save changes made to existing quotes.
as a manufacturing company, you get a lot of changes from customers, so you need to be able to keep track of this changes, because they might go back to original quote (which you currently don't have anymore )

any help will be much appreciated!

if you want to increase the reference numbers by more than one (at random) replace line 93 in includes/references.inc with this:

$val = intval($number + ($back ? ($number<1 ? 0 : -1) : rand(1,20)));

for comment field you have to change the table type in your database, I know i did this a few months ago; you have to change it to text...

Here another scenario that happen to me recently. (and this happen quite often in my my business)

- I have a customer that need a quote for 20 items. (I need to manufacture and customize a lot of the items)
- I send him the quote and then in a few days he call back and try to change some of the variation of the items. (price change)
- I send him the revised quote and then in a few days he call back saying " You know what, what about if I do this in 2 phases, we keep the original configuration because I like it better but we do 10 items now and the other 10 items next month or so. Can you give me a revised quote for this.
- Now the problem is that I (or some other employee) already revised this quote 2 times, so how the heck would you remember what the previews quote look like.
- And this is just the beginning, the revision can keep happening a few more times after this point...

As you can see, if the items are standard there is no need to keep track of all the changes, you just add or remove items from your quote. BUT, for those companies manufacturing or offering services or just small customization to the products offered, recording of all this information become essential.

but if you buy a 10k tool, that's an asset but also an expense. how would you write that off at the end of the year? how would you calculate/enter the depreciation of the tool over time...
same think with a vehicle; down payment, monthly payments, miles depreciation ...

reference number is necessary for most companies, specially larger and multiple locations companies. unfortunately it need more fine tuning.
if you are operating FA from multiple locations it can me a bit frustrating specially for new sales people. ( it happen to me a few times)
you see, if the salesperson is at home or at the customer place using a tablet and try to enter a sales order, well you just get stack; call the office or try again...

but fear not, I have a solution smile actually two solutions

first one is a simple one and use what FA already have, user id.
each user have a uniq id (or I think they do, I did not check the database structure yet) but that can be entered in front of the reference number. that should be unique and it can not be duplicated unless two persons are using the same username to login.
this also identify how entered the order in the system, for future references...

the second option is more complex and it require database altering. but this also give the user/company more flexibility in customizing orders. under user profile or the admin can set this up for each user, you get to choose how the reference number should start...
this also can help companies operating from diferent cities/states because you can use NY1234 for New York branch or GA1234 for Georgia branch

as for me, I think I'll use the first option as a quiq fix but eventually I'll change to the second option

it's under Capital Assets

What is the proper way to register tools?
I know tools are capital assets but they are also an expanse. If I make a payment and select 1821 Tools and Equipment from charts of accounts i notice that my checking account gets deducted for the amount, but i can not seems to find the expanse under Profit & Loss Drilldown.
What am I missing?

I have customers that ask for quotes on products with different options/scenarios or call later and will like to revised the quote (sales order)
is there a way to register all this info in database, perhaps different reference number? I've seen some of my vendors using something like SO1234 for original quote and SO1234-01 for revised (-01, -02,-03 for every revised)
what I do now is I enter a new quote for every scenario, so basically spend a lot of time in copying most of the text from previews quote in to a new quote with appropriate changes... So cloning a previews quote or sales order can also work

i have the same problem, and i was thinking to hack FA and try to generate a random number

45

(3 replies, posted in Report Bugs here)

Yes Joe, I see...
But do people really pause and read this "tip" text? It you're one of my employee, you don't. lol
Just another thing to worry about in our busy life smile

46

(3 replies, posted in Report Bugs here)

in sales_order_entry.php i think more appropriate is for

$cancelorder = _("Cancel Order");  to be
$cancelorder = _("Delete this Order");

since that's exactly what it dose. It delete the order/quotation from your system.

"Cancel" mean that if you edit some items but then decide that you don't want the changes to apply (yet), you'll click cancel order (because that's how windows works) and you end up with deleting your file... It happened to me a few times. wink

I'm thinking about starting to write an affiliate/referral program for FA. If any of you want to participate let me know and we should be able to assign different task. Also if you have different ideas for this let me know

The idea behind is to be able to reward existing (or future) customers for any sale brought by their referral.
The reward can me % or fix amount for future sales of the people they refer.

Brainstorm its important, so let your ideas/suggestions shine wink

I just logout and login again and now it seems to work fine.
Thank you Joe ( I guess i do have to pay rent after all)

i just selected the option but it not letting me enter payments for January. So i guess I'm not paying rent... smile

ah, I see smile
but with the end or the year there will be alot of back and forth entries needed to be made for both 2013 and 2014. do you have to change that under company setup every time?
Some of the suppliers receipts/invoices will arrive only at the beginning of 2014 (receipts for this month purchases - DEC 2013)