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FrontAccounting forum → Posts by jfirestone
Until you can figure out exactly how (I'm not having ANY luck finding it), try the destination as Excel. It will give you the report in a spreadsheet, formatted like the PDF. You can manually fix what you're asking about, then print. Not ideal, but it will work.
I've tried editing the pdf_report.inc which is where I think that header is created, but nothing I change does anything, so I must be wrong.
Is it possible to have the Sales Order Number show up on the invoice just below the Invoice Number? It's useful for both us and our customers when looking up the order in the system.
Thanks!
Ok... so far I have now gotten it to show up on my order confirmation page. So, After I have put in my order and I get my list of options, my new link and report are there and available. That's 1/2 way...
I will give that a shot. Thanks!
Trial Balance & Balance Sheet are solely for YOUR company, right? So your company info is the only info that will show here?
It might be tedious, but you could just copy and paste that info into the comments section before you print the report.
Ohh... I didn't realize this until now - selecting "yes" for Back Orders only does exactly what I need.
To me, backorders have always been Orders that I ship some of the product, but not all of the product.
Ok, I'll try those suggestions, thanks!
It's not the pagination that I am really worried about. That view still doesn't show product info for the orders.
It's the report of ONLY open orders that I need to find.
When I search customers on my list, very often I have similar names and it could be over 100 names in some situations.
This search page shows 10 names and doesn't give any way to go to a next page. Can I enable this feature somehow?
I can't find a report to ONLY show my currently open orders. The report for Order Status Listing shows every single order for the time frame selected, whether open or delivered.
The Sales Order Inquiry screen isn't usable for two reason - it only shows 10 records at a time and it doesn't show any order detail.
Is the report I need somewhere and I am just missing it?
Which reports are you trying to fix? I am working on trying to figure out how to add the email to my Sales orders, but GST & address are already a part of that report. Maybe you can look on rep109.php (the sales order) and see how that calls in the address & gst and then use those same calls in the report you are creating.
Well... here's where I am. I tried to mimic and make this new function, but it's not creating the link as expected...
function print_factory_link($doc_no, $link_text, $link=true, $type_no,
$icon=false, $class='printlink', $id='', $email=0, $extra=0)
{
global $path_to_root;
include_once($path_to_root . "/includes/types.inc");
$url = $path_to_root.'/reporting/prn_redirect.php?';
$def_orientation = (user_def_print_orientation() == 1 ? 1 : 0);
switch ($type_no)
{
case ST_FACTORYORDER :
$rep = 127;
// from, to, currency, email, quote, comments, orientation
$ar = array(
'PARAM_0' => $doc_no,
'PARAM_1' => $doc_no,
'PARAM_2' => '',
'PARAM_3' => $email,
'PARAM_4' => 0,
'PARAM_5' => '',
'PARAM_6' => $def_orientation);
break;
default:
return null;
}
return print_factory_link($link_text, $rep, $ar, "", $icon, $class, $id);
}and these are my errors.
Missing argument 4 for print_factory_link(), called in .../includes/ui/db_pager_view.inc on line 107 and defined in file: .../reporting/includes/reporting.inc at line 167
...includes/ui/db_pager_view.inc:107: print_factory_link((Array[20]),'')
.../sales/inquiry/sales_orders_view.php:321: display_db_pager((db_pager Object))
Use of undefined constant ST_FACTORYORDER - assumed 'ST_FACTORYORDER' in file: .../reporting/includes/reporting.inc at line 178
.../includes/ui/db_pager_view.inc:107: print_factory_link((Array[20]),'')
.../sales/inquiry/sales_orders_view.php:321: display_db_pager((db_pager Object))
Undefined variable: type_no in file: .../reporting/includes/reporting.inc at line 178
.../includes/ui/db_pager_view.inc:107: print_factory_link((Array[20]),'')
.../sales/inquiry/sales_orders_view.php:321: display_db_pager((db_pager Object))No, sure don't have that those set. I'll try them and see what happens when I try to make the edits that break the file.
Thanks 
I think that part was already completed in the last section of code above...
case ST_SALESORDER :
$rep = 109;
// from, to, currency, email, quote, comments, orientation
$ar = array(
'PARAM_0' => $doc_no,
'PARAM_1' => $doc_no,
'PARAM_2' => '',
'PARAM_3' => $email,
'PARAM_4' => 0,
'PARAM_5' => '',
'PARAM_6' => $def_orientation);
break;
case ST_SALESORDER :
$rep = 127;
// from, to, currency, email, quote, comments, orientation
$ar = array(
'PARAM_0' => $doc_no,
'PARAM_1' => $doc_no,
'PARAM_2' => '',
'PARAM_3' => $email,
'PARAM_4' => 0,
'PARAM_5' => '',
'PARAM_6' => $def_orientation);
break;But, that doesn't put the link where I need it. Some how I need to use this sections
function print_factory_link($link_text, $rep, $pars = array(), $dir = '',
$icon=false, $class='printlink', $id='')
{
global $path_to_root, $SysPrefs;
$url = $dir == '' ? $path_to_root.'/reporting/prn_redirect.php?' : $dir;
$id = default_focus($id);
foreach($pars as $par => $val) {
$pars[$par] = "$par=".urlencode($val);
}
$pars[] = 'REP_ID='.urlencode($rep);
$url .= implode ('&', $pars);
if ($class != '')
$class = $SysPrefs->pdf_debug ? '' : " class='$class'";
if ($id != '')
$id = " id='$id'";
$pars = access_string($link_text);
if (user_graphic_links() && $icon)
$pars[0] = set_icon($icon, $pars[0]);
return "<a target='_blank' href='$url'$id$class $pars[1]>$pars[0]</a>";
}but shove this into it... which I am not able to figure out.
case ST_SALESORDER :
$rep = 127;
// from, to, currency, email, quote, comments, orientation
$ar = array(
'PARAM_0' => $doc_no,
'PARAM_1' => $doc_no,
'PARAM_2' => '',
'PARAM_3' => $email,
'PARAM_4' => 0,
'PARAM_5' => '',
'PARAM_6' => $def_orientation);
break;Ok... I have effectively made some sort of new link, but it's not firing my Report. Any idea how I need to change this?
function print_factory_link($link_text, $rep, $pars = array(), $dir = '',
$icon=false, $class='printlink', $id='')
{
global $path_to_root, $SysPrefs;
$url = $dir == '' ? $path_to_root.'/reporting/prn_redirect.php?' : $dir;
$id = default_focus($id);
foreach($pars as $par => $val) {
$pars[$par] = "$par=".urlencode($val);
}
$pars[] = 'REP_ID='.urlencode($rep);
$url .= implode ('&', $pars);
if ($class != '')
$class = $SysPrefs->pdf_debug ? '' : " class='$class'";
if ($id != '')
$id = " id='$id'";
$pars = access_string($link_text);
if (user_graphic_links() && $icon)
$pars[0] = set_icon($icon, $pars[0]);
return "<a target='_blank' href='$url'$id$class $pars[1]>$pars[0]</a>";
}it's creating THIS link
http://testing.egreene.com/sales/inquiry/30but I need it to create THIS link
http://testing.egreene.com/reporting/prn_redirect.php?PARAM_0=3&PARAM_1=3&PARAM_2=&PARAM_3=0&PARAM_4=0&PARAM_5=&PARAM_6=0&REP_ID=127When the system creates the current Print Order link, it comes from this. You can see my addition of Rep. 127, But since this checks what the screen is (ST_SALESORDER) it only uses Rep. 109. I CAN permanently change this page to show ONLY rep. 127, but I want a link for both reports since I'll use both.
function print_document_link($doc_no, $link_text, $link=true, $type_no,
$icon=false, $class='printlink', $id='', $email=0, $extra=0)
{
global $path_to_root;
include_once($path_to_root . "/includes/types.inc");
$url = $path_to_root.'/reporting/prn_redirect.php?';
$def_orientation = (user_def_print_orientation() == 1 ? 1 : 0);
switch ($type_no)
{
case ST_SALESQUOTE :
$rep = 111;
// from, to, currency, email, comments, orientation
$ar = array(
'PARAM_0' => $doc_no,
'PARAM_1' => $doc_no,
'PARAM_2' => '',
'PARAM_3' => $email,
'PARAM_4' => '',
'PARAM_5' => $def_orientation);
break;
case ST_SALESORDER :
$rep = 109;
// from, to, currency, email, quote, comments, orientation
$ar = array(
'PARAM_0' => $doc_no,
'PARAM_1' => $doc_no,
'PARAM_2' => '',
'PARAM_3' => $email,
'PARAM_4' => 0,
'PARAM_5' => '',
'PARAM_6' => $def_orientation);
break;
case ST_SALESORDER :
$rep = 127;
// from, to, currency, email, quote, comments, orientation
$ar = array(
'PARAM_0' => $doc_no,
'PARAM_1' => $doc_no,
'PARAM_2' => '',
'PARAM_3' => $email,
'PARAM_4' => 0,
'PARAM_5' => '',
'PARAM_6' => $def_orientation);
break;
case ST_CUSTDELIVERY :
$rep = 110;
// from, to, email, packing slip, comments, orientation
$ar = array(
'PARAM_0' => $doc_no,
'PARAM_1' => $doc_no,
'PARAM_2' => $email,
'PARAM_3' => $extra,
'PARAM_4' => '',
'PARAM_5' => $def_orientation);
break;
case ST_SALESINVOICE : // Sales Invoice
case ST_CUSTCREDIT : // Customer Credit Note
$rep = $type_no==ST_CUSTCREDIT ? 113 : 107;
// from, to, currency, email, paylink, comments, orientation
$ar = array(
'PARAM_0' => $doc_no,
'PARAM_1' => $doc_no,
'PARAM_2' => '',
'PARAM_3' => $email,
'PARAM_4' => '',
'PARAM_5' => '',
'PARAM_6' => $rep == 107 ? '' : $def_orientation);
if ($rep == 107)
$ar['PARAM_7'] = $def_orientation;
break;
case ST_PURCHORDER :
$rep = 209;
// from, to, currency, email, comments, orientation
$ar = array(
'PARAM_0' => $doc_no,
'PARAM_1' => $doc_no,
'PARAM_2' => '',
'PARAM_3' => $email,
'PARAM_4' => '',
'PARAM_5' => $def_orientation);
break;
case ST_CUSTPAYMENT :
$rep = 112;
// from, to, currency, comments, orientation
$ar = array(
'PARAM_0' => $doc_no,
'PARAM_1' => $doc_no,
'PARAM_2' => '',
'PARAM_3' => '',
'PARAM_4' => $def_orientation);
break;
case ST_SUPPAYMENT :
$rep = 210;
// from, to, currency, email, comments, orientation
$ar = array(
'PARAM_0' => $doc_no,
'PARAM_1' => $doc_no,
'PARAM_2' => '',
'PARAM_3' => $email,
'PARAM_4' => '',
'PARAM_5' => $def_orientation);
break;
case ST_WORKORDER :
$rep = 409;
// from, to, email, comments, orientation
$ar = array(
'PARAM_0' => $doc_no,
'PARAM_1' => $doc_no,
'PARAM_2' => $email,
'PARAM_3' => '',
'PARAM_4' => $def_orientation);
break;
default:
return null;
}
return print_link($link_text, $rep, $ar, "", $icon, $class, $id);
}That's exactly what I did to make my new icon link show up, BUT I can't seem to figure out the part where that link is given it's report ID#. I'll begin my search again today.
Looking forward to this too!
I feel as though the Sales Order / Delivery note / Sales Invoice process is all forced upon the accounts receivable/Office people. The office must double check all their pricing BEFORE any shipping details/delivery note is processed.
To me the process should look like this -
Sales Order - Office/AR - Checks order for accuracy including prices
Delivery Note - Shipping Department - Ships order, updates delivered quantity (if different than ordered), adds memo for shipping details (Tracking, cartons Shipped etc)
Sales Invoice - Office/AR - Final check of pricing before invoice is committed and sent to customer.
Thanks!
This is a standard practice in the printing (and many manufacturing) industry in the US. I am unsure if the same holds true elsewhere. Because of custom made orders, quality control or rejection loss - over-producing an order is necessary.
Like this, if the order is for 300 pieces - I need to print 10% extra to be sure I have enough so I don't have to go back and make a custom order of 10 pieces to fill the order. However, it is industry standard to be able to ship AND bill those overs.
My final order invoice should look like and work like this-
Item / Description / Ordered Amount / Shipped Amount / Unit Price / Extended Price (SHIPPED amount x Unit Price)
Would love to see this updated. I would guess there are plenty of people not using this software due to this limitation.
Thanks for your help! This solves my issue - but I really don't understand not being able to change the invoiced prices AFTER a delivery has been made.
This forces the office to do all the work instead of allowing a more efficient and logical workflow where a different department handles their own process. Shipping departments should handle deliveries and logging that a delivery has been made. They should not be responsible for checking prices of products.
Likewise, AR/invoicing departments shouldn't have to handle delivery notes or shipping data, but they should have a final possibility to correct a pricing error from the original sales order.
I guess I'll make a feature request
Thanks again!
Oh! So.. since I haven't invoiced, it's possible to just void the delivery transaction? Then I can go and edit the sales order?
Am I missing the way to edit the prices on an invoice AFTER it's been delivered? Or is this void the only way?
Getting closer, little by little. Thanks for sticking with me.
I have the default Print link duplicated in a new spot. Both icon links call report 109. I can't seem to figure out how to get the new icon ink I added to call report 127 instead. I have report 127 in my reports area and can view and use it. Just not here.
I'm ok with that. I can make a record of what I did and redo those changes each time. I know it's not ideal, but streamlining the process makes much more sense to me than forcing the user to go through several extra steps.
Do you know how I would go about creating this new link? I attempted to follow the trail of included files to see where the link was created, but I was not able to.
Thank you, but I think we are getting mixed up. I am ONLY using sales order, so let's just think about it as Sales Order and Sales Order BY ME.
can I add this as a link or icon to the "sales_orders_view.php" page? There is already an icon to edit the sales order AND Print the sales order, but now I want a new icon OR text link to Print Sales order BY ME.
is there any way to do this? I was working out my new workflow with FA and here is how I would like it to work.
Sales Order Created by "office."
Delivery against sales order by "shipping dept."
Invoicing against Sales delivery by "office."
This makes sense, but here is the issue. once a Sales delivery is made, the prices on the invoice can no longer be changed. So, if the original sales order was missing a price, or had a price typed incorrectly, there is no way to fix it.
Is there any way to reset to "not delivered" or otherwise correct any errors during the invoice process? I haven't found the way if there is, which doesn't make a lot of sense. I understand not being able to make changes after an order is invoiced out, but I should be able to make adjustments BEFORE it's invoiced out.
Thanks!
FrontAccounting forum → Posts by jfirestone
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