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Re: various minor issues

Hi Bob,

Responses inline to some of your questions.

BTW. these are just my thoughts, I am a programmer but am only just coming to grips with lsmb code.

By all means use the suggestions below, but DO YOUR BACKUPS
Obviously, no-one in this community including myself, can be held responsible for any loss of or damage to your data.

DO YOUR BACKUPS
DO YOUR BACKUPS
DO YOUR BACKUPS
DO YOUR BACKUPS

I can't stress this strongly enough.


From within ledger backup the data.

And before you edit any code make a copy of the ledgersmb directory and run
chmod -R a-w copyof/ledgersmb
obviously "copyof/ledgersmb" is the copy you made

This makes everything in the copy readonly, so you always have something to go back to if things blow up.
Also it is a good idea to do all changes in a separate installation, then once you are happy and have done lots of testing, move the changes to your real installation. 

Bob Miller wrote:


Greetings List,
I hope everyone is having a fine day today...
I have a client who has migrated to ledgersmb, so far most things are
going fairly well, but I am stuck on a few things.  I am hoping I might
find some assistance with the remaining issues:

1. change sales person in user prefs page.  The customer base was
imported from another database, and the import set the only user on the
system at the time as the salesperson for every customer.  Now, on the
customer page, we cannot change that salesperson.  Is there a way to do
that without deleting/re-adding customers, I also do not see this field
present in the customer table.

Yes.
 Go to AR-> Customers-> Reports-> Search
 "find" the customer.
 At the bottom of the customer details,
   you should be able to change the "Salesperson"
 Click Save.
If this won't work repost to the list and we will try and find out why.

2. invoice number right away.  The flow of doing invoices, for this
client, is such that they would like to know the invoice number before
the invoice gets posted, else they have to go back to see it.  As far as
I know, the invoice number only gets created at post time, or when the
invoice gets emailed (maybe when it gets printed too, I don't print so I
don't know).  Is that just the way it is going to be, or would there be
something I could modify that would bring the invoice number up on the
first update instead?
This should be doable, I will hopefully be talking to one of the developers shortly, 
so will find out if it will be a problem and look at providing a patch.
I will need to know what version of LSMB you are running.
Does the customer print invoices at creation?
Also what country is the customer in?

3. Get discount value to show on the invoice.  My customer offers
discounts to a good number of her clients, and she would like the dollar
value of the discount to be present on her invoices.  I checked the wiki
for all the latex variables and did not find such a variable.  Again, is
this something that a non-programmer such as myself could hack?  Any
hints on where to start?

I think this one is best left to Chris or one of the other Developers.

4. where in the database is the gst/pst so I can set it to yes for all
customers?  After importing all of the customers, on the customer page
the taxable check mark is not set.  Like the salesperson, these fields
do not appear to be present in the customer table of the database.
Where might I find the field so that I can just toggle them all on with
a sql command rather than going to each page individually?

SQL Code to view tax included for each customer
SELECT c.name, c.taxincluded FROM customer c
If you need help with modifying the values ask on the list.

5. get rid of gifi and other unused things.  My client is hoping to trim
down things she doesn't use, such as gifi and a number of fields on the
customer page, etc.  As far as fields go, I *think* I can probably
modify the perl scripts that create the webpages to not display these
fields.  For gifi, it is disabled on the admin page, but still shows up
in the chart of accounts.  Is that also something I can just "not
display" by modifying scripts?  Am I unravelling a knot that holds the
whole thing together if I try modifying scripts to get rid of things?

By all means try altering the code,
but, if I may suggest, don't remove anything from the code.
Just set the html element's "visible" (or similar) attribute to "false"
This way nothing should break. (Hopefully :-D )

Thanks...

Bob Miller
334-7117/633-3760
http://computerisms.ca
..hidden..
Network, Internet, Server,
and Open Source Solutions


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