Joe, if you need some extra input from our side, just let me know.

Joe,

I see it working in this way, but i think there would be an easyer way, let me try to write it down for you.

Let's say we have 2 pricelists, one for the regular prices, and one with discount prices.
In your example we have 2 possibilities:
1. regular prices
2. discount price on everything.

But let's take an insurance company for example.
The more products you conclude the more reduction you get.
So the first product is regular price, the second product gets discount, etc etc.

In the current way of Frontaccounting this is not possible, since you have a pricelist for each person. A workaround would be to make a specific pricelist for each customer but with 100's of clients this is not workable.

If the pricelist linked to an template is used, we can serve 100's of customers with just 2 pricelists. This means the first product is bought from the first list, and the second (and other products) are bought from a list with reduction on it.

I hope my example is clear enough, it's quite a complicated story...


Kind regards,
Jack

Joe,

we did the test on the demo server.

I created all the needed items (client, company etc) with the name Jack
We made 2 price lists, jack and jackreduction

When we go to the customer Jack we see Sales Type/Price List: Jack

The item we are buying is a 17 inch VGA screen item number 102
price on Jack: 100
price on Jackreduction: 50

Now we create a template, where we used the Jackreduction.
Sales Order #539 and the price is 50

Then we create an recurrent invoice with use of 539 as template and print it.
When we nog checkout customer transactions we see Sales Invoice #478 with a total of 110 and not 55 as expected.

it seems, the invoice is made using the sale price linked to the customer instead of the price linked to the template.

Joe,

I am pretty sure that all is setup correctly,
can you confirm me that this is not a known bug in 2.1.2 and has been fixed a while ago?

if it's not known, i will try in the online demo and see if i can reproduce it.

When i create a recurrent invoice, i need to choose a pricing and a template.
I expect that frontaccounting uses the pricing to generate the prices, but instead of this it uses the pricing from the template.

We are aware that we are using an older version of FA, 2.1.2 but i couldn't find anything on this in the changelog, so i assume it hasn't changed since 2.1.2.

In our company we are still using version 2.1.2 and will soon upgrade to 2.2

We have found out that it is possible to create a new recurrent invoice.

This was done on 4 januari 2010, and it was booked in the year 2009.

We found out when checking the paper, and we rebooked the invoice as null
But what if people don't check.
And they find out after booking 100 recurrent invoices or more?

I don't know if it is possible on other ways to.
Normally you get a neat "error message" that you are trying to work out of the fiscal year...

But seems like sometimes this error is not forthcoming.

As I already mentioned, we are still using version 2.1.2 So maybe it has been fixed a time ago.
In that case, sorry for my report.

7

(1 replies, posted in Setup)

We are planning to create some addon's for Frontaccounting.

Can these addons be made like normal (like inversion 2.1.x) Or do we need to change some things to fit the new module access system?

*deleted*

9

(9 replies, posted in Accounts Receivable)

Today i am looking again in this problem.
it seems that Frontaccounting reminds the last customer at direct sales invoice.

How is this customer dertermined?

for example, if I have a company and 90% of my business is done to client X

It would be very handy that client X is always auto-pre-selected, instead of "the last used customer"

After creating an purchase order, the information showed contains some little faults.

1. The Ordernumber in the top right corner is the actual database order ID but since we are using a custom reference (for example 20090008). We would expect this custom reference number to be shown here, since its a link to our # accountancy.

2. Our Ref. Your VAT No. Our Order No and Due Date are left empty...

(I just failed to login into Mantis so i post it here...)

Hey Tom,

I was wondering if you have been able to update the cvs importer yet?

regards

12

(9 replies, posted in Accounts Receivable)

I have made a cash POS, but where do i indicate that i want to sell from this pos?

13

(9 replies, posted in Accounts Receivable)

Is POS fascillity and addon maybe?

That would be great Tom, i will keep an eye un the modification part of the side to check any new releases

Yes that would be great, would solve my problem, and raises the overall usability.

It's not desirable that the party receiving a package of items also sees the prices.
For example when the items are sent to another adres then the invoice, you want to sent a delivery note with the package so people are able to check the content.
(on availability and quantity) but you don't want them to know the purchase prices.

Well i can tell you that it is a common used methode.
In older company's they use pre-printed paper, with a black square on the position where the prices are printed, so the prices aren't visible on a delivery not.

In modern company's it's done in the software and prices are just left off the delivery note.

18

(2 replies, posted in Setup)

you should login as admin from your company 0 (the first company created...)
this way your super admin and you have option to create company's..

19

(9 replies, posted in Accounts Receivable)

where can i find this POS fascillity?

yes i know that, but we already use that for other purposes (legal text it is)
so we would like an option to add those extra text fields to the invoice too.

21

(9 replies, posted in Accounts Receivable)

We have created a customer with the name "direct sale". We select this customer if we are selling something directly to a customer.
(customers can order something, but they can also buy it directly in the shop.

I would like to see an option so i can select a default customer.
This customer will be selected on entry of the invoice screen, this will speed up the direct sale in the shop.

I would like to request to make Custom Field Name and Custom Field Value visible on invoices. This way a company would be able to add a website or similar to the invoices / delivery notes.

Is there any possibility that frontaccounting will create this option in a future release?

can you point me out in the correct way?

When importing items using the csv item (Module: Import CSV Item file)

I would like to be able to import the following things (on top of the already existing options)

- Long description
- Foreign Item Codes
- Purchasing Pricing