[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

Re: Departments vs. Businesses

Businesses are used to track discounts to classes of customers.  For
example a businesses might give 10% off to all wholesalers.  This is
not what you want.

Departments might work.  Projects might also work but they tend to be
tied to specific customers (though this is not actually a
requirement).

COA income/expense designations might also work, but that might be
more of a stretch.

Best Wishes,
Chris Travers

On 10/25/06, Josh Berkus <..hidden..> wrote:

All,

So, I'm setting up LedgerSMB to power SPI.   One of the things I need to
account in SPI is for the different organizations, or "designations", we
support.  That is, money comes in designated for a specific purpose
(Debian General Fund, DebConf07, PostgreSQL, OVF, PGCon), and we need to
track the purpose for which it's donated, as well as expenditures against
the same purpose.  In the end, we need to make sure that the money spent
for "OVF" does not exceed the amount of money collected for "OVF".

These designations are completely orthagonal to CoA categories; "Debian"
may have Travel, Legal, Bookkeeping, Insurance, etc., and so may "OVF".
They are also two-level, i.e.

Debian
        General
        DebConf07
        DebConf08
OVF
PostgreSQL
        General
        Summit
        PGCon07
        Development Fund
SPI
        General

Although spending restrictions are only enforced at the first level.

Finally, we need to be able to run ad-hoc reports by designation at any
time.

So, I notice that LedgerSMB has two categorization schemes in addition to
CoA: "Business" and "Department".   Would either of those two be adaptable
to tracking designations, and if so, which one?

--
--Josh

Josh Berkus
PostgreSQL @ Sun
San Francisco

-------------------------------------------------------------------------
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-users mailing list
..hidden..
https://lists.sourceforge.net/lists/listinfo/ledger-smb-users