David, Thank you for your reply. Inline works for this mail: On Tue, 2010-01-19 at 08:43 +0800, David Godfrey wrote: > > DO YOUR BACKUPS > DO YOUR BACKUPS > DO YOUR BACKUPS > DO YOUR BACKUPS > > I can't stress this strongly enough.
Got it. > > 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. > > > Yes. > Go to AR-> Customers-> Reports-> Search > "find" the customer. > At the bottom of the customer details, > you should be able to change the "Salesperson" > Click Save. > If this won't work repost to the list and we will try and find out why. This does not work. There is an entry, but it is not a drop down box. There are multiple employees listed in the hr section. > > 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? > > > This should be doable, I will hopefully be talking to one of the > developers shortly, > so will find out if it will be a problem and look at providing a patch. > I will need to know what version of LSMB you are running. 1.2.18 - I believe that to be the current stable version as of when I installed it some weeks ago. Am looking very forward to trying 1.3, but not here. > Does the customer print invoices at creation? No. Or at least not always. > Also what country is the customer in? Canada. I also think Stoller's idea is very plausible. I haven't implemented it yet, but I think that it will be a very good solution. > > 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? > > > SQL Code to view tax included for each customer > SELECT c.name, c.taxincluded FROM customer c > If you need help with modifying the values ask on the list. Hmm... I don't think this is quite what I mean. On my customer list info page, I have three options, gst, pst, taxincluded. Setting the taxincluded field in the customer table to t does not seem to affect the gst and pst check boxes on the customer info page. Probably Canada specific, sorry I didn't mention that... Thanks again for your assistance... 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
