Serialized Inventory
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Serialized Inventory
by blck shp
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Are there plans for serial tracking in lsmb? Had a possible solution,
but didn't know if there were any GAAP guidelines to follow. I have the basic idea, but do not know the existing business logic and program flow. Is there a clear outline of modules and scripts and how they work concerning COGS, inventory, parts and assemblies and transactions (and reversals)? How do you recommend starting? Perhaps changing the code to work, or create modules to call? TIA. ------------------------------------------------------------------------------ Come build with us! The BlackBerry(R) Developer Conference in SF, CA is the only developer event you need to attend this year. Jumpstart your developing skills, take BlackBerry mobile applications to market and stay ahead of the curve. Join us from November 9 - 12, 2009. Register now! http://p.sf.net/sfu/devconference _______________________________________________ Ledger-smb-devel mailing list Ledger-smb-devel@... https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel |
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Re: Serialized Inventory
by Jeff Kowalczyk
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blck shp <blckshp.sp@...> writes:
> Are there plans for serial tracking in lsmb? > Had a possible solution, > but didn't know if there were any GAAP guidelines to follow. I have > the basic idea, but do not know the existing business logic and > program flow. Is there a clear outline of modules and scripts and how > they work concerning COGS, inventory, parts and assemblies and > transactions (and reversals)? How do you recommend starting? Perhaps > changing the code to work, or create modules to call? TIA. The existing LedgerSMB 1.2 feature for serial number tracking is a 'serial number' field in each line item for the following document types: Sales Order -> Sales Invoice -> Shipment Purchase Order -> Receiving -> Vendor Invoice It has been several months since I checked the data flow, but my recollection is that the serial number persists per line item for each of the two tracks, but some customization will be necessary to track a serial number all the way through. You have to make LedgerSMB transcribe the serial number field to the other document type. It is certainly possible and a very worthwhile feature. I would recommend doing such work against trunk (1.3) to get the longest lifecycle for the customization. Jeff ------------------------------------------------------------------------------ Come build with us! The BlackBerry(R) Developer Conference in SF, CA is the only developer event you need to attend this year. Jumpstart your developing skills, take BlackBerry mobile applications to market and stay ahead of the curve. Join us from November 9 - 12, 2009. Register now! http://p.sf.net/sfu/devconference _______________________________________________ Ledger-smb-devel mailing list Ledger-smb-devel@... https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel |
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Re: Serialized Inventory
by blck shp
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O.K., stupid question. How does this work? I mean, where do I
customize? Should I make another .pl and/or .pm and mod the existing .pl's, etc.? Then what? How do my changes get into a release or become a candidate? Is there a steering group? Is there a vote? Who's bread do I need to butter? :D Are there constraints or procedures I need to follow? What are the guidelines? Thanks for your time, Jeff. On Tue, Oct 20, 2009 at 4:54 PM, Jeff Kowalczyk <jtk@...> wrote: > blck shp <blckshp.sp@...> writes: >> Are there plans for serial tracking in lsmb? >> Had a possible solution, >> but didn't know if there were any GAAP guidelines to follow. I have >> the basic idea, but do not know the existing business logic and >> program flow. Is there a clear outline of modules and scripts and how >> they work concerning COGS, inventory, parts and assemblies and >> transactions (and reversals)? How do you recommend starting? Perhaps >> changing the code to work, or create modules to call? TIA. > > The existing LedgerSMB 1.2 feature for serial number tracking is a 'serial > number' field in each line item for the following document types: > > Sales Order -> Sales Invoice -> Shipment > > Purchase Order -> Receiving -> Vendor Invoice > > It has been several months since I checked the data flow, but my recollection > is that the serial number persists per line item for each of the two tracks, > but some customization will be necessary to track a serial number all the way > through. You have to make LedgerSMB transcribe the serial number field to the > other document type. > > It is certainly possible and a very worthwhile feature. I would recommend > doing such work against trunk (1.3) to get the longest lifecycle for the > customization. > > Jeff > > > ------------------------------------------------------------------------------ > Come build with us! The BlackBerry(R) Developer Conference in SF, CA > is the only developer event you need to attend this year. Jumpstart your > developing skills, take BlackBerry mobile applications to market and stay > ahead of the curve. Join us from November 9 - 12, 2009. Register now! > http://p.sf.net/sfu/devconference > _______________________________________________ > Ledger-smb-devel mailing list > Ledger-smb-devel@... > https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel > ------------------------------------------------------------------------------ Come build with us! The BlackBerry(R) Developer Conference in SF, CA is the only developer event you need to attend this year. Jumpstart your developing skills, take BlackBerry mobile applications to market and stay ahead of the curve. Join us from November 9 - 12, 2009. Register now! http://p.sf.net/sfu/devconference _______________________________________________ Ledger-smb-devel mailing list Ledger-smb-devel@... https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel |
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Re: Serialized Inventory
by blck shp
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Hmm. I don't see a "serial number" field in either the AP--Vendor
Invoice ir.pl) or AR--Sales Invoice (is.pl) on my version 1.2.18. Has this been changed? On Tue, Oct 20, 2009 at 4:54 PM, Jeff Kowalczyk <jtk@...> wrote: > blck shp <blckshp.sp@...> writes: >> Are there plans for serial tracking in lsmb? >> Had a possible solution, >> but didn't know if there were any GAAP guidelines to follow. I have >> the basic idea, but do not know the existing business logic and >> program flow. Is there a clear outline of modules and scripts and how >> they work concerning COGS, inventory, parts and assemblies and >> transactions (and reversals)? How do you recommend starting? Perhaps >> changing the code to work, or create modules to call? TIA. > > The existing LedgerSMB 1.2 feature for serial number tracking is a 'serial > number' field in each line item for the following document types: > > Sales Order -> Sales Invoice -> Shipment > > Purchase Order -> Receiving -> Vendor Invoice > > It has been several months since I checked the data flow, but my recollection > is that the serial number persists per line item for each of the two tracks, > but some customization will be necessary to track a serial number all the way > through. You have to make LedgerSMB transcribe the serial number field to the > other document type. > > It is certainly possible and a very worthwhile feature. I would recommend > doing such work against trunk (1.3) to get the longest lifecycle for the > customization. > > Jeff > > > ------------------------------------------------------------------------------ > Come build with us! The BlackBerry(R) Developer Conference in SF, CA > is the only developer event you need to attend this year. Jumpstart your > developing skills, take BlackBerry mobile applications to market and stay > ahead of the curve. Join us from November 9 - 12, 2009. Register now! > http://p.sf.net/sfu/devconference > _______________________________________________ > Ledger-smb-devel mailing list > Ledger-smb-devel@... > https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel > ------------------------------------------------------------------------------ Come build with us! The BlackBerry(R) Developer Conference in SF, CA is the only developer event you need to attend this year. Jumpstart your developing skills, take BlackBerry mobile applications to market and stay ahead of the curve. Join us from November 9 - 12, 2009. Register now! http://p.sf.net/sfu/devconference _______________________________________________ Ledger-smb-devel mailing list Ledger-smb-devel@... https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel |
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Re: Serialized Inventory
by Luke-74
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Have you actually entered an item and updated? For reasons I have never
quite understood, that, like item notes, is one of those fields which does not appear until there is an item on the invoice. Actually, I do understand it for itemnotes, but not for serial number, at least in the way things currently work. Luke On Wed, 21 Oct 2009, blck shp wrote: > Hmm. I don't see a "serial number" field in either the AP--Vendor > Invoice ir.pl) or AR--Sales Invoice (is.pl) on my version 1.2.18. Has > this been changed? > > > > > > > On Tue, Oct 20, 2009 at 4:54 PM, Jeff Kowalczyk <jtk@...> wrote: > > blck shp <blckshp.sp@...> writes: > >> Are there plans for serial tracking in lsmb? > >> Had a possible solution, > >> but didn't know if there were any GAAP guidelines to follow. I have > >> the basic idea, but do not know the existing business logic and > >> program flow. Is there a clear outline of modules and scripts and how > >> they work concerning COGS, inventory, parts and assemblies and > >> transactions (and reversals)? How do you recommend starting? Perhaps > >> changing the code to work, or create modules to call? TIA. > > > > The existing LedgerSMB 1.2 feature for serial number tracking is a 'serial > > number' field in each line item for the following document types: > > > > Sales Order -> Sales Invoice -> Shipment > > > > Purchase Order -> Receiving -> Vendor Invoice > > > > It has been several months since I checked the data flow, but my recollection > > is that the serial number persists per line item for each of the two tracks, > > but some customization will be necessary to track a serial number all the way > > through. You have to make LedgerSMB transcribe the serial number field to the > > other document type. > > > > It is certainly possible and a very worthwhile feature. I would recommend > > doing such work against trunk (1.3) to get the longest lifecycle for the > > customization. > > > > Jeff > > > > > > ------------------------------------------------------------------------------ > > Come build with us! The BlackBerry(R) Developer Conference in SF, CA > > is the only developer event you need to attend this year. Jumpstart your > > developing skills, take BlackBerry mobile applications to market and stay > > ahead of the curve. Join us from November 9 - 12, 2009. Register now! > > http://p.sf.net/sfu/devconference > > _______________________________________________ > > Ledger-smb-devel mailing list > > Ledger-smb-devel@... > > https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel > > > > ------------------------------------------------------------------------------ > Come build with us! The BlackBerry(R) Developer Conference in SF, CA > is the only developer event you need to attend this year. Jumpstart your > developing skills, take BlackBerry mobile applications to market and stay > ahead of the curve. Join us from November 9 - 12, 2009. Register now! > http://p.sf.net/sfu/devconference > _______________________________________________ > Ledger-smb-devel mailing list > Ledger-smb-devel@... > https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel > ------------------------------------------------------------------------------ Come build with us! The BlackBerry(R) Developer Conference in SF, CA is the only developer event you need to attend this year. Jumpstart your developing skills, take BlackBerry mobile applications to market and stay ahead of the curve. Join us from November 9 - 12, 2009. Register now! http://p.sf.net/sfu/devconference _______________________________________________ Ledger-smb-devel mailing list Ledger-smb-devel@... https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel |
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Re: Serialized Inventory
by Luke-74
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Apologies--ignore this message; I did not read closely enough, or notice
which list I was on. On Wed, 21 Oct 2009, Luke wrote: > Have you actually entered an item and updated? For reasons I have never > quite understood, that, like item notes, is one of those fields which does > not appear until there is an item on the invoice. > > Actually, I do understand it for itemnotes, but not for serial number, at > least in the way things currently work. > > Luke > > On Wed, 21 Oct 2009, blck shp wrote: > > > Hmm. I don't see a "serial number" field in either the AP--Vendor > > Invoice ir.pl) or AR--Sales Invoice (is.pl) on my version 1.2.18. Has > > this been changed? > > > > > > > > > > > > > > On Tue, Oct 20, 2009 at 4:54 PM, Jeff Kowalczyk <jtk@...> wrote: > > > blck shp <blckshp.sp@...> writes: > > >> Are there plans for serial tracking in lsmb? > > >> Had a possible solution, > > >> but didn't know if there were any GAAP guidelines to follow. I have > > >> the basic idea, but do not know the existing business logic and > > >> program flow. Is there a clear outline of modules and scripts and how > > >> they work concerning COGS, inventory, parts and assemblies and > > >> transactions (and reversals)? How do you recommend starting? Perhaps > > >> changing the code to work, or create modules to call? TIA. > > > > > > The existing LedgerSMB 1.2 feature for serial number tracking is a 'serial > > > number' field in each line item for the following document types: > > > > > > Sales Order -> Sales Invoice -> Shipment > > > > > > Purchase Order -> Receiving -> Vendor Invoice > > > > > > It has been several months since I checked the data flow, but my recollection > > > is that the serial number persists per line item for each of the two tracks, > > > but some customization will be necessary to track a serial number all the way > > > through. You have to make LedgerSMB transcribe the serial number field to the > > > other document type. > > > > > > It is certainly possible and a very worthwhile feature. I would recommend > > > doing such work against trunk (1.3) to get the longest lifecycle for the > > > customization. > > > > > > Jeff > > > > > > > > > ------------------------------------------------------------------------------ > > > Come build with us! The BlackBerry(R) Developer Conference in SF, CA > > > is the only developer event you need to attend this year. Jumpstart your > > > developing skills, take BlackBerry mobile applications to market and stay > > > ahead of the curve. Join us from November 9 - 12, 2009. Register now! > > > http://p.sf.net/sfu/devconference > > > _______________________________________________ > > > Ledger-smb-devel mailing list > > > Ledger-smb-devel@... > > > https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel > > > > > > > ------------------------------------------------------------------------------ > > Come build with us! The BlackBerry(R) Developer Conference in SF, CA > > is the only developer event you need to attend this year. Jumpstart your > > developing skills, take BlackBerry mobile applications to market and stay > > ahead of the curve. Join us from November 9 - 12, 2009. Register now! > > http://p.sf.net/sfu/devconference > > _______________________________________________ > > Ledger-smb-devel mailing list > > Ledger-smb-devel@... > > https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel > > > > ------------------------------------------------------------------------------ > Come build with us! The BlackBerry(R) Developer Conference in SF, CA > is the only developer event you need to attend this year. Jumpstart your > developing skills, take BlackBerry mobile applications to market and stay > ahead of the curve. Join us from November 9 - 12, 2009. Register now! > http://p.sf.net/sfu/devconference > _______________________________________________ > Ledger-smb-devel mailing list > Ledger-smb-devel@... > https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel > ------------------------------------------------------------------------------ Come build with us! The BlackBerry(R) Developer Conference in SF, CA is the only developer event you need to attend this year. Jumpstart your developing skills, take BlackBerry mobile applications to market and stay ahead of the curve. Join us from November 9 - 12, 2009. Register now! http://p.sf.net/sfu/devconference _______________________________________________ Ledger-smb-devel mailing list Ledger-smb-devel@... https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel |
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Re: Serialized Inventory
by Jeff Kowalczyk
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blck shp <blckshp.sp@...> writes:
> O.K., stupid question. How does this work? I mean, where do I > customize? Should I make another .pl and/or .pm and mod the existing > .pl's, etc.? Then what? How do my changes get into a release or become > a candidate? Is there a steering group? Is there a vote? Who's bread > do I need to butter? :D Customization of a local copy of LedgerSMB is common, I think. I use git-svn to track upstream svn (trunk or branches/1.2) and keep my patchset current with git-svn rebase. For things that are generally useful, LedgerSMB has accepted patches and new functionality in the past, particularly for trunk (1.3). Best to document what you plan to do and propose it on this list. > Are there constraints or procedures I need to follow? What are the guidelines? > Hmm. I don't see a "serial number" field in either the AP--Vendor > Invoice ir.pl) or AR--Sales Invoice (is.pl) on my version 1.2.18. Has > this been changed? As Luke pointed out, when you add a line item to a Sales Order, you'll see a serial number field per line item. Best to experiment with Sales Orders and later post them as Sales Invoices, BTW. LedgerSMB and GAAP discourage editing and reposting invoices. Jeff ------------------------------------------------------------------------------ Come build with us! The BlackBerry(R) Developer Conference in SF, CA is the only developer event you need to attend this year. Jumpstart your developing skills, take BlackBerry mobile applications to market and stay ahead of the curve. Join us from November 9 - 12, 2009. Register now! http://p.sf.net/sfu/devconference _______________________________________________ Ledger-smb-devel mailing list Ledger-smb-devel@... https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel |
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Re: Serialized Inventory
by blck shp
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No, but just did. That is a weird behavior, but manageable. In the
meanwhile I did find the serialnumber field in the two database tables. Thanks! On Wed, Oct 21, 2009 at 12:14 PM, Luke <accounting@...> wrote: > Have you actually entered an item and updated? For reasons I have never > quite understood, that, like item notes, is one of those fields which does > not appear until there is an item on the invoice. > > Actually, I do understand it for itemnotes, but not for serial number, at > least in the way things currently work. > > Luke > > On Wed, 21 Oct 2009, blck shp wrote: > >> Hmm. I don't see a "serial number" field in either the AP--Vendor >> Invoice ir.pl) or AR--Sales Invoice (is.pl) on my version 1.2.18. Has >> this been changed? >> >> >> >> >> >> >> On Tue, Oct 20, 2009 at 4:54 PM, Jeff Kowalczyk <jtk@...> wrote: >> > blck shp <blckshp.sp@...> writes: >> >> Are there plans for serial tracking in lsmb? >> >> Had a possible solution, >> >> but didn't know if there were any GAAP guidelines to follow. I have >> >> the basic idea, but do not know the existing business logic and >> >> program flow. Is there a clear outline of modules and scripts and how >> >> they work concerning COGS, inventory, parts and assemblies and >> >> transactions (and reversals)? How do you recommend starting? Perhaps >> >> changing the code to work, or create modules to call? TIA. >> > >> > The existing LedgerSMB 1.2 feature for serial number tracking is a 'serial >> > number' field in each line item for the following document types: >> > >> > Sales Order -> Sales Invoice -> Shipment >> > >> > Purchase Order -> Receiving -> Vendor Invoice >> > >> > It has been several months since I checked the data flow, but my recollection >> > is that the serial number persists per line item for each of the two tracks, >> > but some customization will be necessary to track a serial number all the way >> > through. You have to make LedgerSMB transcribe the serial number field to the >> > other document type. >> > >> > It is certainly possible and a very worthwhile feature. I would recommend >> > doing such work against trunk (1.3) to get the longest lifecycle for the >> > customization. >> > >> > Jeff >> > >> > >> > ------------------------------------------------------------------------------ >> > Come build with us! The BlackBerry(R) Developer Conference in SF, CA >> > is the only developer event you need to attend this year. Jumpstart your >> > developing skills, take BlackBerry mobile applications to market and stay >> > ahead of the curve. Join us from November 9 - 12, 2009. Register now! >> > http://p.sf.net/sfu/devconference >> > _______________________________________________ >> > Ledger-smb-devel mailing list >> > Ledger-smb-devel@... >> > https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel >> > >> >> ------------------------------------------------------------------------------ >> Come build with us! The BlackBerry(R) Developer Conference in SF, CA >> is the only developer event you need to attend this year. Jumpstart your >> developing skills, take BlackBerry mobile applications to market and stay >> ahead of the curve. Join us from November 9 - 12, 2009. Register now! >> http://p.sf.net/sfu/devconference >> _______________________________________________ >> Ledger-smb-devel mailing list >> Ledger-smb-devel@... >> https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel >> > > ------------------------------------------------------------------------------ > Come build with us! The BlackBerry(R) Developer Conference in SF, CA > is the only developer event you need to attend this year. Jumpstart your > developing skills, take BlackBerry mobile applications to market and stay > ahead of the curve. Join us from November 9 - 12, 2009. Register now! > http://p.sf.net/sfu/devconference > _______________________________________________ > Ledger-smb-devel mailing list > Ledger-smb-devel@... > https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel > ------------------------------------------------------------------------------ Come build with us! The BlackBerry(R) Developer Conference in SF, CA is the only developer event you need to attend this year. Jumpstart your developing skills, take BlackBerry mobile applications to market and stay ahead of the curve. Join us from November 9 - 12, 2009. Register now! http://p.sf.net/sfu/devconference _______________________________________________ Ledger-smb-devel mailing list Ledger-smb-devel@... https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel |
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Re: Serialized Inventory
by blck shp
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I am new to LedgerSMB, git and perl, but not rdbms, general accounting
principles and html/css/php. I will have to learn how to use git effectively quickly as I want to deploy lsmb Jan 1st, my F.Y.E. In the meanwhile, I can plan on a serial tracking development. Thanks for your help! On Wed, Oct 21, 2009 at 12:46 PM, Jeff Kowalczyk <jtk@...> wrote: > blck shp <blckshp.sp@...> writes: >> O.K., stupid question. How does this work? I mean, where do I >> customize? Should I make another .pl and/or .pm and mod the existing >> .pl's, etc.? Then what? How do my changes get into a release or become >> a candidate? Is there a steering group? Is there a vote? Who's bread >> do I need to butter? :D > > Customization of a local copy of LedgerSMB is common, I think. I use git-svn to > track upstream svn (trunk or branches/1.2) and keep my patchset current with > git-svn rebase. > > For things that are generally useful, LedgerSMB has accepted patches and new > functionality in the past, particularly for trunk (1.3). Best to document what > you plan to do and propose it on this list. > >> Are there constraints or procedures I need to follow? What are the guidelines? > >> Hmm. I don't see a "serial number" field in either the AP--Vendor >> Invoice ir.pl) or AR--Sales Invoice (is.pl) on my version 1.2.18. Has >> this been changed? > > As Luke pointed out, when you add a line item to a Sales Order, you'll see a > serial number field per line item. > > Best to experiment with Sales Orders and later post them as Sales Invoices, BTW. > LedgerSMB and GAAP discourage editing and reposting invoices. > > Jeff > > > > > ------------------------------------------------------------------------------ > Come build with us! The BlackBerry(R) Developer Conference in SF, CA > is the only developer event you need to attend this year. Jumpstart your > developing skills, take BlackBerry mobile applications to market and stay > ahead of the curve. Join us from November 9 - 12, 2009. Register now! > http://p.sf.net/sfu/devconference > _______________________________________________ > Ledger-smb-devel mailing list > Ledger-smb-devel@... > https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel > ------------------------------------------------------------------------------ Come build with us! The BlackBerry(R) Developer Conference in SF, CA is the only developer event you need to attend this year. Jumpstart your developing skills, take BlackBerry mobile applications to market and stay ahead of the curve. Join us from November 9 - 12, 2009. Register now! http://p.sf.net/sfu/devconference _______________________________________________ Ledger-smb-devel mailing list Ledger-smb-devel@... https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel |
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