Greetings List, I hope everyone is having a fine day today... I have a client who has migrated to ledgersmb, so far most things are going fairly well, but I am stuck on a few things. I am hoping I might find some assistance with the remaining issues:
1. change sales person in user prefs page. The customer base was imported from another database, and the import set the only user on the system at the time as the salesperson for every customer. Now, on the customer page, we cannot change that salesperson. Is there a way to do that without deleting/re-adding customers, I also do not see this field present in the customer table. 2. invoice number right away. The flow of doing invoices, for this client, is such that they would like to know the invoice number before the invoice gets posted, else they have to go back to see it. As far as I know, the invoice number only gets created at post time, or when the invoice gets emailed (maybe when it gets printed too, I don't print so I don't know). Is that just the way it is going to be, or would there be something I could modify that would bring the invoice number up on the first update instead? 3. Get discount value to show on the invoice. My customer offers discounts to a good number of her clients, and she would like the dollar value of the discount to be present on her invoices. I checked the wiki for all the latex variables and did not find such a variable. Again, is this something that a non-programmer such as myself could hack? Any hints on where to start? 4. where in the database is the gst/pst so I can set it to yes for all customers? After importing all of the customers, on the customer page the taxable check mark is not set. Like the salesperson, these fields do not appear to be present in the customer table of the database. Where might I find the field so that I can just toggle them all on with a sql command rather than going to each page individually? 5. get rid of gifi and other unused things. My client is hoping to trim down things she doesn't use, such as gifi and a number of fields on the customer page, etc. As far as fields go, I *think* I can probably modify the perl scripts that create the webpages to not display these fields. For gifi, it is disabled on the admin page, but still shows up in the chart of accounts. Is that also something I can just "not display" by modifying scripts? Am I unravelling a knot that holds the whole thing together if I try modifying scripts to get rid of things? Thanks... Bob Miller 334-7117/633-3760 http://computerisms.ca [email protected] Network, Internet, Server, and Open Source Solutions ------------------------------------------------------------------------------ Throughout its 18-year history, RSA Conference consistently attracts the world's best and brightest in the field, creating opportunities for Conference attendees to learn about information security's most important issues through interactions with peers, luminaries and emerging and established companies. http://p.sf.net/sfu/rsaconf-dev2dev _______________________________________________ Ledger-smb-users mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/ledger-smb-users
