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I just overwrite the product price. Eg. Have RRP $995, sell for $945. You have to make sure GL Accounts is correctly set up if you apply a 10% discount so the P&L reflects the correct position in your country.

Thanks TCLIM, I have done that and it works well but in the address block, this does not alter the linespacing. So now I need a fix for the linespacing as simply changing the linespacing and restoring it (similar to how you have shown how to restore the font size), breaks the rest of the report. Text no longer lines up with the boxes and detail lines print on top of each other.

Try it. If you scroll down the file to //Address1 and use 12 point ($this->fontSize += 3;) and set the Line Height to
$this->lineHeight +=3;

See what happens when you restore the line height.

This has not been my experience with the development team. They provide better support than many commercial products. But you have to be specific, confine your support to bugs and improvements. You can't expect them to hold your hand on how to configure the system to your needs.

The tax system is very powerful and should handle tax for any country provided it is correctly set up.

So here are some pointers for you.
1. Look at the Tax inclusive option which will not display tax per line and display the total tax in the invoice footer.
2. Modifying the invoice layout and text can be achieved by modifying one include file which you should find if you search.
3. A better alternative to 2 (which I have adopted) may be to write a language file that deals with the taxation nomenclature used in your country.
4. Make sure the GL codes for tax accounts and shipping are correctly set up to post charges to the correct group of accounts. Eg. here, Shipping charges must go to a income account not credited against an expense.

Januz, when clicking on the menus, the cursor goes to the hourglass and times out without any further response. The new scren is not opened.  After that, I have to close the browser before FA will work again. I am using chrome, but IE does the same.

My instance of FA is hosted on a VPS and I used Webmin on the server to download a 600 mb file from another web server by http: today.

x 2 but I still can't maintain the Themes, Languages, Extensions and Charts of Accounts in Setup after upgrading to 2.3.7. Any ideas what to look for?

You need to look at the contact for the supplier and select Orders in the "Contact Active for" field. Note you can select more than one value in this field.

Joe, you know the code base so whatever is easiest when considering the discussion on the other "Customer Branch??" thread. If you implemented the sales totals for each fiscal year I suggested, clicking on a link beside the fiscal year could list the transactions here but this implies you'd probably only see invoices so you might also need to include a link to the transaction screen anyway just in case you were looking for a delivery or sales order.

Rod

Yes, I think a simple link to the Customer Transaction Enquiry screen would be sufficient that was pre-populated with the customer name in the "Select a Customer:" prompt. Personally, I think the default date range should be set to more than one months data, probably the last 12 months or to the start of the current fiscal year.

That would be great Joe.

Just one more thought. While you are mucking about with the customer screens, I wonder if it would be worth adding a couple of sales totals and even current balances as that is probably something that is sorely missing. Simplest would be a table of total sales for fiscal year in the system, eg for me:

Balances   Total Current   30 days  60 days  90+ days
                   $       $              $            $            $

Sales             
2011/12 $     
2010/11 $     
2009/10 $     
                   
                   

Bells and whistles would be to present an array of monthly sales for each fiscal year. eg for me:

Balances   Total Current   30 days  60 days  90+ days
                   $       $              $            $            $
Sales        Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Total
2011/12   $    $     $    $    $      $    $    $     $     $    $     $     $
2010/11
..

The link to the Customer transactions could be the fiscal year label which would set default values for the date range

Sorry to keep adding to your todo list but these statistics are not really visible anywhere and most competing systems would show this sort of stuff. It is not really relevant to my current business as there is not much repeat business but in a previous B2B situation  it would be vital data.

If you can get these reporting routines established then you would be set to write a customer size report that listed each customer by total annual sales by month from the biggest down. These sorts of reports generally need some $ value filters on total annual sales so that you could set a cutoff at say $500 to limit the data set.  Everybody needs to know their top 10 customers .

Sorry Joe, I missed this on my initial reading of this thread so my last post is obsolete.

I think the only fields required would be these (what are the other two?)
Phone Number:   
Secondary Phone Number:   
Fax Number:   
E-mail:

Perhaps you could add some conditional code that only shows these extra fields and does the auto adds to the branch and contact tables if a flag like AutoCreateBranch is set. For this release, this flag might be able to live in the config file and migrate to the Company setup table on the next major release.

While working on this, adding a link to customer maintenance page from the Transaction maintenance screens and a drill down on the customer maintenance table to the transactions would be two very useful additions to the application.