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Hi,
Sorry for the late response, I chatted about this with Erik
privately, and then forgot to send a follow-up email.
Basically copy-pasting from that chat....
David:
However I also would have to say that every possible setting
should either have a sane auto default or "require" a default to
be set on company creation or force all menu options except
setup ones to he disabled until they are set
Erik:
yup. that's the direction I want to head with that e-mail.
when a setting is required, it should be requested at
company-setup-time.
when a feature needs to be enabled, new requirements will be
enabled and have to be requested too.
e.g. in case you want to use services or stock, there are
particular setup requirements.
I think a large population does not use FX, so doesn't have fx
accounts set up.
fair enough, but basic accounting operations such as payment
reversal have to work in a configuration like that.
David:
Yes. As I said, perhaps the first thing to do would be have a
"login time" check for any unset defaults, and if any are found
disable all menu options except those that allow you to fix the
problem
yep. For Fx though shouldn't we auto default to the primary
currency?
Erik:
well, when you create a company without loading a CoA, what is the
primary currency?
David:
That's why I'm suggesting those checks should be done
from login
That becomes the catchall point.
Erik:
Yea. I see where you're going in that respect.
I think we agree.
David:
Once we have that enforcing manual correction of any
missing defaults we have time to come up with strategies to deal
with them in a better way.
- enter at creation (although they may not always be known
then)
- auto select at login of an admin via a popup with
yes/no/cancel.
Regards
David G
On 10/04/17 04:10, Erik Huelsmann
wrote:
Earlier today, I was developing tests for
payment reversals. While doing so, I ran into
the issue that fx_gain and fx_loss account_ids
had to be configured, even though the code
wasn't running FX tests.
This brings up a question I'd like to discuss with
a wider audience:
What is the minimal required setup we want our users
to configure?
With the following questions to explain it more:
- Do we deem company details required (so we can print
them at the top of the P/L or B/S?)
- Do we require at least one configured currency?
- Do we require a default inventory account to be set
before people can add Parts?
Well, I think I could ask similar questions for each value in
the Defaults page...
--
Bye,
Erik.
Robust and Flexible. No vendor
lock-in.
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