Re: Importing invoices

[Bao Ha <..hidden..>]

Hi Jeff,

Thanks for the suggestion.

Bao

On Tue, Feb 24, 2009 at 2:21 PM, Jeff Kowalczyk <..hidden..> wrote:
> Bao Ha wrote:
>> The first step is to import AR account. How do I import invoices into
>> ledgersmb? I think I have to import customer information into the
>> customer table first. Then, import invoices into the invoice table.
>>
>> The invoices are based on orders from ZenCart. Perhaps, it is easier
>> to dump the tables from ZenCart to a correct format, then import them
>> back to Postgres.
>>
>> I know enough sql to move things around. But, I am still trying to
>> figure out the table structures in ledgersmb, and how they are
>> related.
>
> You may find it easier to import Zencart AR Invoices to LedgerSMB Order
> Entry Sales Orders.
>
> Sales Orders can be modified and saved, where invoices are post-only and
> will affect inventory levels. Sales Orders can generate corresponding AR
> Invoices when you're ready.
>
> In some cases, having closed Sales Orders for history prior to your
> LedgerSMB go-live date may be sufficient. You'll have to import payment
> details to close out AR Invoices if you go that route.
>
> I found it instructive to diff a plaintext pg_dump before and after
> using the LedgerSMB UI to create a sales order. In LedgerSMB branches/1.2
> You will find:
>
> 1) One insert/update to table oe
> 2) One or more inserts/updates to table orderitems
> 3) One insert/update to table transactions
> 4) Update of the sequences id, orderitemsid
> 5) Update of the defaults row 'sonumber'
>
>   @@ -765,7 +765,7 @@ ALTER TABLE public.id OWNER TO ledgersmb;
>    -- Name: id; Type: SEQUENCE SET; Schema: public; Owner: ledgersmb
>    --
>
>   -SELECT pg_catalog.setval('id', 10586, true);
>   +SELECT pg_catalog.setval('id', 10587, true);
>
>
>    --
>   @@ -1384,7 +1384,7 @@ ALTER TABLE public.orderitemsid OWNER TO ledgersmb;
>    -- Name: orderitemsid; Type: SEQUENCE SET; Schema: public; Owner: ledgersmb
>    --
>
>   -SELECT pg_catalog.setval('orderitemsid', 1881, true);
>   +SELECT pg_catalog.setval('orderitemsid', 1884, true);
>
>    --
>   @@ -3780,8 +3780,8 @@ COPY defaults (setting_key, value) FROM stdin;
>   -sonumber    569
>   +sonumber    570
>    \.
>
>   @@ -5855,6 +5855,7 @@ COPY oe (id, ordnumber, transdate, vendor_id, customer_id, amount, netamount, re
>   +10587       ...
>   \.
>
>   @@ -6681,6 +6682,9 @@ COPY orderitems (id, trans_id, parts_id, description, qty, sellprice, discount,
>   +1882        ...
>   +1883        ...
>   +1884        ...
>    \.
>
>   @@ -7285,6 +7289,7 @@ COPY transactions (id, table_name) FROM stdin;
>   +10587       oe
>    \.
>
>
>
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-- 
Best Regards.
Bao C. Ha
Hacom OpenBrick Distributor USA http://www.hacom.net
voice: (714) 564-9932
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