Hello

Sales groups don't have Id, or short name. There is just a description.
Would it be possible to also display the table Id ? That would help to point out a specific record, because the description can change.
I have modified the module to load customers, adding many fields including the sales group and I wanted the ID of the sales group instead of the description.

In sales/manage/sales_groups.php,
one line to change:

        $th = array(_("Group Name"),"", "", "id");

and one line to add:

    label_cell($myrow["id"]);

The full code is:

//-------------------------------------------------------------------------------------------------

$sql = "SELECT * FROM ".TB_PREF."groups";
if (!check_value('show_inactive')) $sql .= " WHERE !inactive";
$sql .= " ORDER BY description";
$result = db_query($sql,"could not get groups");

start_form();
start_table("$table_style width=30%");
$th = array(_("Group Name"),"", "", "id");
inactive_control_column($th);

table_header($th);
$k = 0; 

while ($myrow = db_fetch($result)) 
{
    
    alt_table_row_color($k);
        
    label_cell($myrow["description"]);
    inactive_control_cell($myrow["id"], $myrow["inactive"], 'groups', 'id');
     edit_button_cell("Edit".$myrow["id"], _("Edit"));
     delete_button_cell("Delete".$myrow["id"], _("Delete"));
     label_cell($myrow["id"]);
    end_row();
}

inactive_control_row($th);
end_table();

echo '<br>';

//-------------------------------------------------------------------------------------------------

Gaston

Thanks Joe

I will make the changes and come back to you.

Thanks again

Gaston

Thanks Joe.

That would make it.

Another way (probably more complex, may be not) would be to add an information to the table "_tax_types" meaning that that specific tax has to be added over the previous one. The system would then makes itself the computation that we do manually (7.875% in my case), and there would be no need to hide a 'false faked' rate ? What do you think ?

In the mean time, could you tell me where I should go to temporary change the code for not displaying the rate ?

Gaston

129

(26 replies, posted in Setup)

Ok for that one: the problem was a space at the end of the email sequence (coming from the uploading of the customer information).

Now trying to find out where I can change the invoice template base and understand why there is no taxes in the sent invoice.

130

(26 replies, posted in Setup)

I tested the test_email.php, and I received an email.

Does that mean something ?

Now I understand well the specific role of Tax groups (related to a group of customers) and tax types (related to items), and its works as said but there is, in appearance, a problem with the calculation in my case.

I am in the same situation as described in thread 1236. We have to take into account 2 taxes: federal (5%) and provincial(7.5%). The result of the first one, the federal tax, has to be added to the transaction amount before we apply the second tax, the provincial one.

As an example, a purchase of 1$ would be at 1.05$ after applying the fed tax.
Then I have to apply over that 1.05$ the provincial tax of 7.5%, and the end result is 1.13$

In thread 1236, you made the suggestion:

  If this is the fact, then you would set it up as follow:
  In Tax type, setup a fed tax 5%, value 5
  Provincial tax 7.5%, value 7.88
  Then combine them into a group, and you are done.

First it seems not possible (or I don't know how) to define a tax with 2 digits after the point, and the, 7.88% becomes 7.9%, which is incorrect.
Second. defining the second taxes to 7.88% would make this information "printed" on the invoice for the second tax, and I'm going to receive a lot of calls from customers...

Is there a better way (because that one doesn't seem to work).

Thanks

Gaston

Note 1, after some testing: related to the suggestion, the rate would have to be 7.875% (3 digits after the point)  to give the correct answer. To use that number, it is required to edit the field 'rate' directly  in the table. That leaves the fact that the incorrect rate 7.875% is displayed on the invoice.

It should exist a more elegant way of obtaining a correct result ?

Gaston

Note 2: Ok, as stated by Joe in thread 880: "You can increase the decimals in percent in Display Setup/Preferences." Done

Still, is there a more elegant way to apply the taxes (at least not showing the 'modified' tax rate ?

I started a new thread (6299) to discuss the following point.
Please don<t answer here


Getting better...and worst...

Now I understand well the specific role of Tax groups (related to a group of customers) and tax types (related to items), and its works as said but there is, in appearance, a problem with the calculation in my case.

I am in the same situation as described in thread 1236. We have to take into account 2 taxes: federal (5%) and provincial(7.5%). The result of the first one, the federal tax, has to be added to the transaction amount before we apply the second tax, the provincial one.

As an example, a purchase of 1$ would be at 1.05$ after applying the fed tax.
Then I have to apply over that 1.05$ the provincial tax of 7.5%, and the end result is 1.13$

In thread 1236, you made the suggestion:

  If this is the fact, then you would set it up as follow:
  In Tax type, setup a fed tax 5%, value 5
  Provincial tax 7.5%, value 7.88
  Then combine them into a group, and you are done.

First it seems not possible (or I don't know how) to define a tax with 2 digits after the point, and the, 7.88% becomes 7.9%, which is incorrect.
Second. defining the second taxes to 7.88% would make this information "printed" on the invoice for the second tax, and I'm going to receive a lot of calls from customers...

Is there a better way (because that one doesn't seem to work).

Thanks

Gaston

Thanks for the advice.

I know where to set up taxes. This is already done. I defined taxes, 1 group et one type. The question was more related to the fact that I don't see the txes on the invoice.

Gaston

Thanks

It's getting better...

2 questions:
1- at the next recurring invoice, will the price be the new price for the item(s) ?
2- where are the taxes ? I don't see any in the invoice ?

Gaston

When selecting "New Sales order entry", I then have a page with the message : "There are no inventory items defined in the system."

Does that mean that I have to define each "Membership type" as an item in the inventory ?

Gaston

...and when trying to create an item, I have the message: "There are no item tax types defined in the system. At least one item tax type is required to add a item."

Gaston

Thanks Joe

Good advice. I'm now at the point where I need to specify an invoice template, and I don't see help in the wiki on how to create one. Is it something I can import and then modify, or something I have to create from scratch ?

Gaston

We have a municipal association and we must annually send a membership invoice to everyone of all our members. There  are two types of  members.

So far, the all GL accounts are created, all members (customers) are created, all Dimensions are created, bank accounts are created, and... that's about all.

Starting from there, what should I do to make possible sending invoices to all members to "sell" them the annual membership ?

Thanks for helping,

Gaston

138

(26 replies, posted in Setup)

seems correct (from .po file)
"Content-Type: text/plain; charset=iso-8859-1\n"
"Content-Transfer-Encoding: 8bit\n"
"X-Poedit-Language: French\n"
"X-Poedit-Country: FRANCE\n"
"X-Poedit-SourceCharset: iso-8859-1\n"

Gaston

139

(26 replies, posted in Setup)

Janusz,

I'm a little bit embarrassed to ask, and sorry if it is obvious for you, but how do I know the charset I use ?

Gaston

140

(26 replies, posted in Setup)

Sorry Januzs,

But I don't understand what I'm supposed to do,

Could you be more explicit ?

Thanks

Gaston

141

(26 replies, posted in Setup)

Sorry to jump in here (after searching), but it seems very related...

I have this error:

mail() [function.mail]: SMTP server response: 553 5.1.3 syntax error; address contains 8bit characters: Ville d&#039;Amos  <mireille.xxxxx@ville.amos.qc.ca > in file: C:\Data\SitesWeb\rimqfa\reporting\includes\class.mail.inc at line 138
Sending document by email failed

I'm using 2.2.8

What is the fix ?

Thanks

142

(15 replies, posted in Setup)

Ok, everything works now.

I also added a field for the customer short name.

Please tell me what I should do to upload the end result for 2.2.8

Gaston

143

(15 replies, posted in Setup)

Some progress...

The problem was coming from the fact that PHP.ini has 2 places where you specify the upload path. The required one was not set, so by default c:\tmp

That path was "not within the allowed path(s)"

This is fixed.

Now, the module goes further, but I have another error msg:
Undefined offset: 13 in file: C:\Data\SitesWeb\rimqfa\modules\Importer_clients\import_customers.php at line 41
DATABASE ERROR : customer could not be retreived
error code : 1054
error message : Unknown column 'Systematix' in 'where clause'
sql that failed was : SELECT debtor_no FROM 0_debtors_master WHERE debtor_no=Systematix

I'm working on it.

144

(15 replies, posted in Setup)

Yes it is created.

Could it be an access right problem ?

Thanks

145

(15 replies, posted in Setup)

Finally I got an error when importing my csv file:
         can not open file C:\tmp\phpUpload\php92D7.tmp

Don't know what it is.

A tip ?

Thanks

146

(15 replies, posted in Setup)

Thanks Joe for the tips.

You were right.

A few things to change and now it works:
-1 line to change
-1 line to add
-1 php file to add

Gaston

147

(15 replies, posted in Setup)

The developper of "Import CSV Customer file" seems to be Joe (Hunt).

148

(15 replies, posted in Setup)

FA is a great system.

When setting it up, when I have these messages, I don't know what to do to correct the situation. I need guidance from someone at least to help me to understand what is going on.

Thanks

Gaston

149

(15 replies, posted in Setup)

Line 301 access_levels.inc is:
       
include($path_to_root.($ext['type'] == 'plugin' ? '/modules/':'/').$ext['path'].'/'.$ext['acc_file']);

and line 140 of current_user.inc is:

        $code = $security_areas[$page_level][0];

150

(15 replies, posted in Setup)

Finally, even with the triangle displayed, I noticed that the installation is made but an error is displayed on top of all pages:
include(./modules/import_customers/) [function.include]: failed to open stream: No such file or directory dans fichier: C:\Data\SitesWeb\rimqfa\includes\access_levels.inc à la ligne301
include() [function.include]: Failed opening './modules/import_customers/' for inclusion (include_path='.;C:\php5\pear') dans fichier: C:\Data\SitesWeb\rimqfa\includes\access_levels.inc à la ligne301

and when I want to execute the module, I have the following msg:
Undefined offset: 11 dans fichier: C:\Data\SitesWeb\rimqfa\includes\current_user.inc à la ligne140

I don't know what to do with these information.