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https://issues.apache.org/jira/browse/OFBIZ-5559?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
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Jacopo Cappellato reassigned OFBIZ-5559:
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Assignee: Jacopo Cappellato
> Usability improvement for management of manual Gl transactions
> --------------------------------------------------------------
>
> Key: OFBIZ-5559
> URL: https://issues.apache.org/jira/browse/OFBIZ-5559
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Anahita Goljahani
> Assignee: Jacopo Cappellato
> Priority: Minor
> Attachments: accounting.patch
>
>
> I have recently tried to use OFBiz to manually enter GL transactions from the
> UI. I found some usability issues that I have fixed in the attached patch.
> The patch contains some basic modifications that render the manual management
> of transactions more user-friendly.
> The main modifications are as follows.
> 1. In Applications -> Accounting -> Global GL Settings -> CHART OF ACCOUNTS
> -> NAVIGATE ACCOUNTS:
> - the patch visualizes the "Account Code" instead of the "Gl Account Id"
> next to the nodes of the tree in the "Navigate Accounts" form. The reason is
> that the "Account Code" is typically defined and used by accountants, whereas
> the "Gl Account Id" is an internal key. This is also in line with other
> screens in the OFBiz Accounting application;
> - the patch renders the "Gl Account Id" field not editable and leaves to the
> software the task of generating a unique Id for the account;
>
> - the patch adds the default value "Not Applicable" for "Gl Account Type Id"
> and "Gl Resource Type Id" in the "Edit GL Account" form. The reason is that
> the setting of "Gl Account Type Id" is not influential when accounting
> transactions are manually inserted and "Gl Resource Type Id" is not
> applicable in some of the transactions.
> 2. In Applications -> Accounting ->Organization GL Settings -> ACCOUNTING
> (of any organization)-> ACCOUNTING TRANSACTIONS the patch adds the
> DESCRIPTION field to the list of transactions that is displayed when the
> "Search" button is pressed in the "Accounting Transactions" form. It helps
> to quickly understand what the transactions in the list are about.
> 3. In Applications -> Accounting ->Organization GL Settings -> ACCOUNTING
> (of any organization)-> ACCOUNTING TRANSACTIONS -> "Create an Accounting
> Transaction" button, the patch adds the default value "Not Applicable" to
> the field "Acctg Trans Type". The reason is that the value of "Acctg Trans
> Type" is not influential when transactions are entered manually. Moreover,
> when the button "Create" is pressed in the "Create an Accounting
> Transaction", the "Description" of the transaction is no more automatically
> copied in the "Description" field of the form "Add Transaction Entry". The
> reason is that repeating by default the transaction's description in every
> entry is redundant and not very useful. Entries' "Description" should be
> used to insert additional information.
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