These are definitely transactions that
involve inventory. If backporting is not much trouble, that's
probably the way to go. We've not yet upgraded to latest in 1.3
series; we wanted to get this deployed first. Perhaps you can
upgrade when backporting.
The merchant wants these hundreds of invoices (from an external system) to be added to LedgerSMB programmatically, in one of two ways:
1. ideal: invoices are added, approved and posted with no user intervention; payment also applied programmatically. (I'm still struggling with how to execute the stored procedure to make the payment.)
2. next-best: invoices are added, and a user can then easily approve and post them in batch. The key is minimizing labor. Payments should also be added programmatically.
>>cost of goods sold needs to be calculated at approval time, not entry time.
I don't know enough accounting to understand that. If you can explain what to do programmatically, I'd appreciate it.
On 06/20/2013 06:07 AM, Chris Travers wrote:
The merchant wants these hundreds of invoices (from an external system) to be added to LedgerSMB programmatically, in one of two ways:
1. ideal: invoices are added, approved and posted with no user intervention; payment also applied programmatically. (I'm still struggling with how to execute the stored procedure to make the payment.)
2. next-best: invoices are added, and a user can then easily approve and post them in batch. The key is minimizing labor. Payments should also be added programmatically.
>>cost of goods sold needs to be calculated at approval time, not entry time.
I don't know enough accounting to understand that. If you can explain what to do programmatically, I'd appreciate it.
Thanks.
Brian
Brian
Brian Wolf
Phone: 410.367.2958
Email: ..hidden..
Try out Activus
Secure Payments™, our recurring payments
application.
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Just added a few things here.
For 1.3, only non-inventory transactions can be saved without posting. the critical piece that allows this to work with inventory is already in 1.4, just going through the testing process. If you need it I could back port it without too much effort. The big issue is that cost of goods sold needs to be calculated at approval time, not entry time.
Best Wishes,Chris Travers
On Tue, Jun 18, 2013 at 1:12 PM, Brian Wolf <..hidden..> wrote:
I want to generate invoices programmatically (based on data from another system), along with a payment.
The result can be either posted invoices (with full accounting effects) or unposted with subsequent human intervention in batch.
We're talking about hundreds of invoices weekly.
Thanks.
Brian
Brian WolfPhone: 410.367.2958Email: ..hidden..Try out Activus Secure Payments™, our recurring payments application.Demo at http://demo.activustech.comOn 06/18/2013 03:58 PM, Nick Prater wrote:
To display AR invoices, I've tried AR - Reports - Transactions but no invoices are displayed. I haven't received any responses. Just wondering how to display invoices (to be posted)?Saved, unposted transactions appear in Transaction Approval->Drafts.At the bottom of the Sales Invoice screen, I see a Post button, but none that says "Save". How would I create a saved-but-unposted invoice?Sales->Add Transaction has a "Save" button. You say you are wanting to display invoices "to be posted". How are you creating these? ------------------------------------------------------------------------------ This SF.net email is sponsored by Windows: Build for Windows Store. http://p.sf.net/sfu/windows-dev2dev _______________________________________________ Ledger-smb-users mailing list ..hidden.. https://lists.sourceforge.net/lists/listinfo/ledger-smb-users
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