Re: conversion from 1. to 1.4

[Mark T. <ma...@fr...>]

> but I cannot find the customertax vendortax and partstax tables
> How is this done? With some sql statements?

The customertax etc. are new database tables that are required to support the multiple tax accounts available in 1.4.
You must add the items to the new tables by hand. If you currently only need one level of tax for all your 
services/products and clients then I believe you only need to populate the customertax table by hand.

First, back-up your sql-ledger postgres database.

Assuming you have already run the script 'update.sql' in the sql directory of the 1.4.x distribution against your sql-
ledger database, here is an example for simple GST/VAT:

look at the 'tax' table of your sql-ledger database and get the value from the 'chart_id' column for your main GST tax.
look at the 'customer' table and get the first relevant value from the 'id' column.
enter this customer 'id' value into the 'customer_id' column of the new 'customertax' table.
enter the 'chart_id' from the 'tax' table into the 'chart_id' column of the same row of the new 'customertax' table.

repeat the above for every customer to which this tax rate applies.

In sql-ledger go to the 'Edit Customer' screen for each customer to which you supply a taxable service/part and 
check the checkbox labled 'Taxable _ GST'.

In sql-ledger go to each service/part you supply and check the checkbox at the bottom of the 'Edit Service' screen 
that is labled something like '2310-GST'.

> And why is this necessary? I think one should be very careful
> with doing changes to the database of an existing account
> database - it could potentuallty hurt your accounts.

If you do the updates as described you should have no problems. However, it is of course advisable to back-up your 
sql-ledger database before doing the update.

Mark

Mark Tiramani
FREDO Internet Services
ma...@fr...