[OSRAIDS-users] Re: devel input

[Andrew L. <la...@gm...>]

Attempt at answers.

Short answer for all topics - Prioritys. I need to have some items
done before I can even think about others.

>OSRAIDS first run after install:
>after the initial config.file is written this is displayed:
>	Config File created
>	See Below for database functions

am in the process of updating this.... lots of work

>but there is nothing below of any kind.  ?

I know, sorry

>When i set up and add data like I am at a job or something I come
across things:
>Add product dialog:
>there are to few dataentries for this to be useful, at least for me.
>missing:
>	-product number
>	-the price that I pay for the unit ( i dont know the english term for this)
>	-a place to edit the categories, perhaps in the /config section
>	-a place to mass-import units from some regular fileformat. 
>	-name and model are a bit of an overlap, i think.

Will look at these

>	-the deletebutton should go away. Deletion of salesobjects can be
done in >config 	  perhaps?

deletion will go away on all sections soon. Items and reports will
exist forever but just become inactive or voided for good
accountability.

>Also it seems to me that the principles or the "hierarchy" through
wich one 	>processes the workorder from request to invoice contains
too many possibilities >of user mistakes. And it does not have a
specific order in wich things are done.

Understood. I need to finish the process documents. I spend most of my
time in the contacts menu getting phone numbers first and then
deciding to make a wr or an ar.

>	There should in my opinion not be so many possibilities along the way.
>The logic would seem better to me if:
>At login i can click on customers and get them listed. I click on one
of them.
>When their "card" appears i do not want to edit, so i should get a
summary box >in top of the screen instead, with no chance of editing
anything as far as the >customer goes. Below i would like to see what
open servicejobs i have going for >that customer, and at this place it
would be nice to have the mentioned file-list >and uploadbutton as
well. Any finished invoices should also be listed as such. (It >is as
far as i know literally illegal to change an invoice that has been
issued to the >customer, so they have to be locked down somehow.)

Several points here 
- using the edit screen to look at a contact is handy to correct
errors if you see them, I do agree with you on this, but having used
this system for the last year I have found the edit menu is where I
want to see the contact info.
- in the photo I sent you I have the WR listed on the front page in
order of priority.
- I am working on the file upload thing, it is easy but needs to be
optional. I have request for installs without the authentication so I
am looking at options to control its look and operation.
- invoices, and ARs "should" not change. I don't have the invoices
saved because they are based off of the ARs. If you need to adjust an
AR that was wrong then the invoice can change dynamicly. there is a
new double ledger system in the works that two CPAs are helping me
with.

>Suggestion, think of this as the screen:			
>				Customer name
>				adresses, mail, 				
>				phones,etc.
>		Nice box around it, maybe a notes section to write things 			>down
when youre on the phone with the.
>				Work
>			Work in progress	       Files		Invoices	Request		>	Behind
this:timesheets	       upload
>
>	Something like this. its just a suggestion. It works well with other
CRM-type >apps that i have used and makes a tidy way in to the
logistics that this thing is >ment to handle.
	
>Questions:

>What is the intended difference between activity report and timesheet?
>Can one sum up various timesheets to one invoice?

an AR is for any action performed, a timesheet is a summary of AR
labor values, a WR is for request items only. The I18N is allowing me
to fix a lot of word choices in the system that may change how users
look at OSRAIDS.


Thank you for your ideas. I am working on a lot of things and will get
them done soon. I have users from across the world and with different
ideas for operation. I am sticking to a simple 3 point system at the
moment (WR, AR, and if the ARs are right the accounting is done.). I
will be adding additional Statuses to the WR and AR sections with
better direction. I am also playing with the Sales Tickets so that I
can get rid of the expense and other in the AR.


More as I finish it.....
Andrew




On Thu, 28 Oct 2004 23:59:05 +0200, Tellef Haugen <ma...@te...> wrote:
> I hope I am not bugging you with my attachment. This whole concept of
> adding things to someones softwareproject is a bit new to me...
> 
> If this could be broken down and put on the mailinglist instead, please
> let me know.
> 
> 
> Tellef.
> 
> PS. You can check out OSRAIDS installed here if you want to at:
> www.tellef.no/osraids/
> login andrew pass latham
> 
> 
> 


-- 
Andrew Latham

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