Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-29 Thread Chris Travers
On 4/29/07, David Tangye <[EMAIL PROTECTED]> wrote: > On Sat, 2007-04-28 at 09:40 -0700, Chris Travers wrote: > > Hi Ed; > > > > > > > I can't help wondering if the current Quotes/Order/Invoice model isn't > > > slightly too few states for some business. > > > > > > My model is: [snip] > Its a bit

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-29 Thread David Tangye
On Sat, 2007-04-28 at 09:40 -0700, Chris Travers wrote: > Hi Ed; > > > > I can't help wondering if the current Quotes/Order/Invoice model isn't > > slightly too few states for some business. > > > > My model is: [snip] Its a bit of a problem in a way, that the implied business operational model

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-28 Thread Chris Travers
Hi Ed; > I can't help wondering if the current Quotes/Order/Invoice model isn't > slightly too few states for some business. > > My model is: > > - Customer calls and gets quote > - Customer calls back and places order > - Customer either hands over CC details on the phone or enters them into > t

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-28 Thread Ed W
> Sales orders and invoices are both potentially legal documents. > > Invoices are financial transactions while orders are not. > > Again, information-wise they can still be part of the same physical > layout, but the order will not have the financial component. > I can't help wondering if th

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-27 Thread Joshua D. Drake
Chris Travers wrote: > Hi David; > > The model was a vague one with only minimal items shown for > illustration (hence the reference that the table model could be far > more complex than mentioned). > > Most of the database design work is being done by Josh Drake, and he > is an expert in such th

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-27 Thread Chris Travers
On 4/27/07, Gerald Chudyk <[EMAIL PROTECTED]> wrote: > On 4/27/07, John Hasler <[EMAIL PROTECTED]> wrote: > > Ed W writes: > > > One area though that I think is likely to drop out is that sales orders, > > > sales invoices and sales quotes are all special cases of the same object. > > > > Invoices

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-27 Thread Gerald Chudyk
On 4/26/07, David Tangye <[EMAIL PROTECTED]> wrote: > On Thu, 2007-04-26 at 19:36 -0700, Chris Travers wrote: > > On 4/26/07, Gerald Chudyk <[EMAIL PROTECTED]> wrote: > > > > > Are you planning total integration between accounting modules? I > > > designed a gl like this once. The issues with ar an

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-27 Thread Gerald Chudyk
On 4/27/07, John Hasler <[EMAIL PROTECTED]> wrote: > Ed W writes: > > One area though that I think is likely to drop out is that sales orders, > > sales invoices and sales quotes are all special cases of the same object. > > Invoices are accounting transactions. Sales orders and quotes are not. >

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-27 Thread Chris Travers
On 4/27/07, John Hasler <[EMAIL PROTECTED]> wrote: > Ed W writes: > > One area though that I think is likely to drop out is that sales orders, > > sales invoices and sales quotes are all special cases of the same object. > > Invoices are accounting transactions. Sales orders and quotes are not. I

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-27 Thread John Hasler
Ed W writes: > One area though that I think is likely to drop out is that sales orders, > sales invoices and sales quotes are all special cases of the same object. Invoices are accounting transactions. Sales orders and quotes are not. -- John Hasler [EMAIL PROTECTED] Elmwood, WI USA --

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-27 Thread Chris Travers
On 4/27/07, Ed W <[EMAIL PROTECTED]> wrote: > Hi > > Can I respectfully suggest that you missed the point that David was making? > > Sybase wrote some great DB design books that cover this stuff really > well and no doubt there are other books. But basically: In general, the process is similar

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-27 Thread Gerald Chudyk
On 4/26/07, John Hasler <[EMAIL PROTECTED]> wrote: > Gerald writes: > > Of course changing a transaction in this environment will become > > impossible, making auditors very happy and end-users looking for ways > > around the system. > > It is quite possible to create a reversing entry and mark it

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-27 Thread Ed W
Hi > Most of the database design work is being done by Josh Drake, and he > is an expert in such things and if he doesn't do it, I am sure he will > provide some strong feedback on the data model. One of our major > tasks is making the database design follow the relational model > properly. This

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-26 Thread richard
Heck, I'd kiss him too. This is an eminently sane idea. Cheers, Richard (who hasn't yet started inputting data into his 1.2.4 test system, but will do Real Soon Now) Quoting Charley Tiggs <[EMAIL PROTECTED]>: > I have clients that would kiss you if they could have that 'un! :) > > Charley >

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-26 Thread Chris Travers
On 4/26/07, John Hasler <[EMAIL PROTECTED]> wrote: > Gerald writes: > > Of course changing a transaction in this environment will become > > impossible, making auditors very happy and end-users looking for ways > > around the system. > > It is quite possible to create a reversing entry and mark it

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-26 Thread John Hasler
Gerald writes: > Of course changing a transaction in this environment will become > impossible, making auditors very happy and end-users looking for ways > around the system. It is quite possible to create a reversing entry and mark it so that the transaction appears to have been changed to the us

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-26 Thread Chris Travers
Hi David; The model was a vague one with only minimal items shown for illustration (hence the reference that the table model could be far more complex than mentioned). Most of the database design work is being done by Josh Drake, and he is an expert in such things and if he doesn't do it, I am su

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-26 Thread David Tangye
On Thu, 2007-04-26 at 19:36 -0700, Chris Travers wrote: > On 4/26/07, Gerald Chudyk <[EMAIL PROTECTED]> wrote: > > > Are you planning total integration between accounting modules? I > > designed a gl like this once. The issues with ar and ap are fairly > > clear; each transaction is a db/cr to a f

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-26 Thread Chris Travers
On 4/26/07, Gerald Chudyk <[EMAIL PROTECTED]> wrote: > Are you planning total integration between accounting modules? I > designed a gl like this once. The issues with ar and ap are fairly > clear; each transaction is a db/cr to a few well defined gl accounts > with a reference to customer/vendor

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-26 Thread Gerald Chudyk
On 4/26/07, Chris Travers <[EMAIL PROTECTED]> wrote: > Hi all; > > I have been thinking a great deal about the data organization of > financial transactions for 1.4 even though we are not there yet. I > think we can all agree we need to have a central table which tracks > every financial transacti

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-26 Thread Charley Tiggs
I have clients that would kiss you if they could have that 'un! :) Charley Chris Travers wrote: > The other thing this would allow would be for a general journal report > (a description of every transaction in chronological order of entry) > with payments appearing in the proper places. > > Bes

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-26 Thread Chris Travers
The other thing this would allow would be for a general journal report (a description of every transaction in chronological order of entry) with payments appearing in the proper places. Best Wishes, Chris Travers On 4/26/07, Charley Tiggs <[EMAIL PROTECTED]> wrote: > Chris Travers wrote: > > Hi a

Re: [Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-26 Thread Charley Tiggs
Chris Travers wrote: > Hi all; > > I have been thinking a great deal about the data organization of > financial transactions for 1.4 even though we are not there yet. I > think we can all agree we need to have a central table which tracks > every financial transaction and which other tables may j

[Ledger-smb-devel] Thoughts on payment handling in 1.4.x

2007-04-26 Thread Chris Travers
Hi all; I have been thinking a great deal about the data organization of financial transactions for 1.4 even though we are not there yet. I think we can all agree we need to have a central table which tracks every financial transaction and which other tables may join to. I would propose that thi