Re: [Ledger-smb-devel] Feedback on new customer/vendor proposal
> 2) Companies would have contacts which would be designated as > billing, shipto, or misc. Contacts would have relevant contact > information (name, address, phone, email, etc). Billing and shipto > contact types would have a primary or default contact for each type. How about tracking tax at the shipto level instead of company / billing. Service / construction businesses do jobs in multiple places with different tax rates for the same client. At least consider this in the structure design even if business tier / UI logic waits a while. Thanks, Brian Edwards - Using Tomcat but need to do more? Need to support web services, security? Get stuff done quickly with pre-integrated technology to make your job easier Download IBM WebSphere Application Server v.1.0.1 based on Apache Geronimo http://sel.as-us.falkag.net/sel?cmd=lnk&kid=120709&bid=263057&dat=121642 ___ Ledger-smb-devel mailing list Ledger-smb-devel@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel
Re: [Ledger-smb-devel] Feedback on new customer/vendor proposal
On 11/8/06, Ed W <[EMAIL PROTECTED]> wrote: > Hi > > > I want to make the current customer/vendor/shipto structure go away > > for 1.3. It would be replaced by: > > > > Sounds excellent. Just a few thoughts: > > - In general I only *buy* from my suppliers and only *sell* to my > customers. ie for 95% of my contact base there is a clear distinction > as to whether I want them to be an option in the drop down list on > different types of invoice. However, there are a smaller (but > definitely not zero) number of situations where I buy&sell to one > contact (off the top of my head, sell to a customer then buy back second > hand item some time later. Also occasionally we sell a few line items > to companies that we normally use as a supplier) Never hurts to state the obvious. This way we make sure it gets done. Adding the dropdown links was not something I had thought of. > Sounds very useful. > > I deal a lot with customers who travel the world and so they have a) a > normal billing address, b) a normal delivery address (which is probably > the same as (a) ) and c) the actual delivery address where they are in > the world right now. > So the invoice shipto should have an option (though not the requirement) of saving the new shipto with the cutomer. > Now the time consuming bit is as follows: I also have some of my > suppliers ship direct to my customers (drop shipment), so I currently > need to tap in the invoice for my customer, then duplicate the same > invoice for my supplier, tapping in the delivery address into both > invoices. Maybe a drop shipping interface that allows you to copy shipto's from a customer or sales order /invoice into a vendor invoice or purchase order? Technically, I don't think it is gaap-compliant to copy from a sales invoice to a vendor invoice because one should not invoice until after the vendor has shipped, but I suspect that it may be OK if one can void it later if it doesn't ship. Any feedback on this issue? Best wishes, Chris Travers - Using Tomcat but need to do more? Need to support web services, security? Get stuff done quickly with pre-integrated technology to make your job easier Download IBM WebSphere Application Server v.1.0.1 based on Apache Geronimo http://sel.as-us.falkag.net/sel?cmd=lnk&kid=120709&bid=263057&dat=121642 ___ Ledger-smb-devel mailing list Ledger-smb-devel@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel
Re: [Ledger-smb-devel] Feedback on new customer/vendor proposal
Agreed. It is now possible to add a tax module to do this. I think it is something that needs to be an option. On 11/9/06, Brian Edwards <[EMAIL PROTECTED]> wrote: > > 2) Companies would have contacts which would be designated as > > billing, shipto, or misc. Contacts would have relevant contact > > information (name, address, phone, email, etc). Billing and shipto > > contact types would have a primary or default contact for each type. > > How about tracking tax at the shipto level instead of company / billing. > Service / construction businesses do jobs in multiple places with different > tax rates for the same client. At least consider this in the structure > design even if business tier / UI logic waits a while. > > Thanks, > > Brian Edwards > > > - > Using Tomcat but need to do more? Need to support web services, security? > Get stuff done quickly with pre-integrated technology to make your job easier > Download IBM WebSphere Application Server v.1.0.1 based on Apache Geronimo > http://sel.as-us.falkag.net/sel?cmd=lnk&kid=120709&bid=263057&dat=121642 > ___ > Ledger-smb-devel mailing list > Ledger-smb-devel@lists.sourceforge.net > https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel > - Using Tomcat but need to do more? Need to support web services, security? Get stuff done quickly with pre-integrated technology to make your job easier Download IBM WebSphere Application Server v.1.0.1 based on Apache Geronimo http://sel.as-us.falkag.net/sel?cmd=lnk&kid=120709&bid=263057&dat=121642 ___ Ledger-smb-devel mailing list Ledger-smb-devel@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel
Re: [Ledger-smb-devel] Feedback on new customer/vendor proposal
On Thursday 09 November 2006 02:48, Ed W wrote: > Sounds excellent. Just a few thoughts: > > - In general I only *buy* from my suppliers and only *sell* to my > customers. ie for 95% of my contact base there is a clear distinction > as to whether I want them to be an option in the drop down list on > different types of invoice. However, there are a smaller (but > definitely not zero) number of situations where I buy&sell to one > contact (off the top of my head, sell to a customer then buy back second > hand item some time later. Also occasionally we sell a few line items > to companies that we normally use as a supplier) > - It would be nice to be able to setup customers as one type or another > so that drop down lists are shorter and clearer (but also to be able to > change a customers "type" later if their role changes). I assume that > this is so obvious that you have already thought of it, but I thought it > worth stating the obvious? I may have missed the first part of this discussion, but it would seem the easiest thing would be a unified contact list, with some extra logical fields for roles: Vendor T/F Customer T/F Employee T/F Prospect T/F etc, to control who is on what dropdown list. Additionally, I'm not sure how it is working now (I have not yet installed ledgerSMB to play with it) but an address needs to be copied statically into an purchase order or invoice (instead of linked) because these are legal documents. If the vendor moves between invoice 1001 and 1002 each should show the correct address as of that date. -Dave - Using Tomcat but need to do more? Need to support web services, security? Get stuff done quickly with pre-integrated technology to make your job easier Download IBM WebSphere Application Server v.1.0.1 based on Apache Geronimo http://sel.as-us.falkag.net/sel?cmd=lnk&kid=120709&bid=263057&dat=121642 ___ Ledger-smb-devel mailing list Ledger-smb-devel@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel
Re: [Ledger-smb-devel] Feedback on new customer/vendor proposal
> I may have missed the first part of this discussion, but it would seem the > easiest thing would be a unified contact list, with some extra logical fields > for roles: > VendorT/F > Customer T/F > Employee T/F > Prospect T/F > etc, to control who is on what dropdown list. Actually the model would look something like this (shortened to keep it easy): contacts -- contact_id, first_name, last_name, role_id references role(id) role - role_id, description 1 | Vendor Joshua D. Drake -- === The PostgreSQL Company: Command Prompt, Inc. === Sales/Support: +1.503.667.4564 || 24x7/Emergency: +1.800.492.2240 Providing the most comprehensive PostgreSQL solutions since 1997 http://www.commandprompt.com/ Donate to the PostgreSQL Project: http://www.postgresql.org/about/donate - Using Tomcat but need to do more? Need to support web services, security? Get stuff done quickly with pre-integrated technology to make your job easier Download IBM WebSphere Application Server v.1.0.1 based on Apache Geronimo http://sel.as-us.falkag.net/sel?cmd=lnk&kid=120709&bid=263057&dat=121642 ___ Ledger-smb-devel mailing list Ledger-smb-devel@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel
Re: [Ledger-smb-devel] Feedback on new customer/vendor proposal
I disagree. More likely you will have a many to many relation between roles and companies. I.e. you may want to have a vendor that is also a customer. Don;t think we want to add employees though. Maybe contractors, though... Best Wishes, Chris Travers - Using Tomcat but need to do more? Need to support web services, security? Get stuff done quickly with pre-integrated technology to make your job easier Download IBM WebSphere Application Server v.1.0.1 based on Apache Geronimo http://sel.as-us.falkag.net/sel?cmd=lnk&kid=120709&bid=263057&dat=121642 ___ Ledger-smb-devel mailing list Ledger-smb-devel@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel
Re: [Ledger-smb-devel] Feedback on new customer/vendor proposal
Hi > Technically, I don't think it is gaap-compliant to copy from a sales > invoice to a vendor invoice I think I meant "sales order" to vendor invoice/order. Could be useful either way though. Ed W - Using Tomcat but need to do more? Need to support web services, security? Get stuff done quickly with pre-integrated technology to make your job easier Download IBM WebSphere Application Server v.1.0.1 based on Apache Geronimo http://sel.as-us.falkag.net/sel?cmd=lnk&kid=120709&bid=263057&dat=121642 ___ Ledger-smb-devel mailing list Ledger-smb-devel@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel
