Thread: [SL] automatically posting recurring transactions

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Hi:

Is there anyway that recurring transactions can be automatically posted
when they are originally created?

Will appreciate very much any input.

regards

Walter

Just click the Schedule button...

Thanks,

Michael

On Jun 12, 2008, at 8:17 AM, Walter V. Zamora wrote:

> Hi:
>
> Is there anyway that recurring transactions can be automatically  
> posted
> when they are originally created?
>
> Will appreciate very much any input.
>
> regards
>
> Walter
>
>
> ---------------------------------------------------------------------- 
> ---
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Thank Michael for the answer. By clicking the schedule button, it
schedules the transactions and show up in later dates in order to post
them as these dates come up, but they have to be posted individually for
every date.  Is there a way that they get posted for the future.  I am
trying to use this feature for lease payments.
regards

Walter

On Thu, 2008-06-12 at 09:57 -0700, Michael Hasse wrote:
> Just click the Schedule button...
> 
> 
> Thanks,
> 
> Michael
> 
> 
> 
> On Jun 12, 2008, at 8:17 AM, Walter V. Zamora wrote:
> 
> > Hi:
> >
> > Is there anyway that recurring transactions can be automatically  
> > posted
> > when they are originally created?
> >
> > Will appreciate very much any input.
> >
> > regards
> >
> > Walter
> >
> >
> > ---------------------------------------------------------------------- 
> > ---
> > Check out the new SourceForge.net Marketplace.
> > It's the best place to buy or sell services for
> > just about anything Open Source.
> > http://sourceforge.net/services/buy/index.php
> > _______________________________________________
> > sql-ledger-users mailing list
> > sql...@li...
> > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
> 
> 
> -------------------------------------------------------------------------
> Check out the new SourceForge.net Marketplace.
> It's the best place to buy or sell services for
> just about anything Open Source.
> http://sourceforge.net/services/buy/index.php
> _______________________________________________
> sql-ledger-users mailing list
> sql...@li...
> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users

Ah, sorry, misunderstood the question.
    The short answer would be "I doubt it".  SL is basically  a bunch  
of scripts and a very simple back end database structure, (no stored  
procedures).  This is a great design for portability, but since there  
is no real "process" running all the time to execute things on  
demand, you'd probably have to script a cron job or something like  
that yourself.
    Hopefully somebody else will weigh in with a better solution!

Thanks,

Michael

On Jun 12, 2008, at 10:26 AM, Walter V. Zamora wrote:

> Thank Michael for the answer. By clicking the schedule button, it
> schedules the transactions and show up in later dates in order to post
> them as these dates come up, but they have to be posted  
> individually for
> every date.  Is there a way that they get posted for the future.  I am
> trying to use this feature for lease payments.
> regards
>
> Walter
>
>
> On Thu, 2008-06-12 at 09:57 -0700, Michael Hasse wrote:
>> Just click the Schedule button...
>>
>>
>> Thanks,
>>
>> Michael
>>
>>
>>
>> On Jun 12, 2008, at 8:17 AM, Walter V. Zamora wrote:
>>
>>> Hi:
>>>
>>> Is there anyway that recurring transactions can be automatically
>>> posted
>>> when they are originally created?
>>>
>>> Will appreciate very much any input.
>>>
>>> regards
>>>
>>> Walter
>>>
>>>
>>> -------------------------------------------------------------------- 
>>> --
>>> ---
>>> Check out the new SourceForge.net Marketplace.
>>> It's the best place to buy or sell services for
>>> just about anything Open Source.
>>> http://sourceforge.net/services/buy/index.php
>>> _______________________________________________
>>> sql-ledger-users mailing list
>>> sql...@li...
>>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
>>
>>
>> --------------------------------------------------------------------- 
>> ----
>> Check out the new SourceForge.net Marketplace.
>> It's the best place to buy or sell services for
>> just about anything Open Source.
>> http://sourceforge.net/services/buy/index.php
>> _______________________________________________
>> sql-ledger-users mailing list
>> sql...@li...
>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
>
>
> ---------------------------------------------------------------------- 
> ---
> Check out the new SourceForge.net Marketplace.
> It's the best place to buy or sell services for
> just about anything Open Source.
> http://sourceforge.net/services/buy/index.php
> _______________________________________________
> sql-ledger-users mailing list
> sql...@li...
> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users

Thanks Michael.

Walter

On Thu, 2008-06-12 at 10:43 -0700, Michael Hasse wrote:
> Ah, sorry, misunderstood the question.
>     The short answer would be "I doubt it".  SL is basically  a bunch  
> of scripts and a very simple back end database structure, (no stored  
> procedures).  This is a great design for portability, but since there  
> is no real "process" running all the time to execute things on  
> demand, you'd probably have to script a cron job or something like  
> that yourself.
>     Hopefully somebody else will weigh in with a better solution!
> 
> 
> Thanks,
> 
> Michael
> 
> 
> On Jun 12, 2008, at 10:26 AM, Walter V. Zamora wrote:
> 
> > Thank Michael for the answer. By clicking the schedule button, it
> > schedules the transactions and show up in later dates in order to post
> > them as these dates come up, but they have to be posted  
> > individually for
> > every date.  Is there a way that they get posted for the future.  I am
> > trying to use this feature for lease payments.
> > regards
> >
> > Walter
> >
> >
> > On Thu, 2008-06-12 at 09:57 -0700, Michael Hasse wrote:
> >> Just click the Schedule button...
> >>
> >>
> >> Thanks,
> >>
> >> Michael
> >>
> >>
> >>
> >> On Jun 12, 2008, at 8:17 AM, Walter V. Zamora wrote:
> >>
> >>> Hi:
> >>>
> >>> Is there anyway that recurring transactions can be automatically
> >>> posted
> >>> when they are originally created?
> >>>
> >>> Will appreciate very much any input.
> >>>
> >>> regards
> >>>
> >>> Walter
> >>>
> >>>
> >>> -------------------------------------------------------------------- 
> >>> --
> >>> ---
> >>> Check out the new SourceForge.net Marketplace.
> >>> It's the best place to buy or sell services for
> >>> just about anything Open Source.
> >>> http://sourceforge.net/services/buy/index.php
> >>> _______________________________________________
> >>> sql-ledger-users mailing list
> >>> sql...@li...
> >>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
> >>
> >>
> >> --------------------------------------------------------------------- 
> >> ----
> >> Check out the new SourceForge.net Marketplace.
> >> It's the best place to buy or sell services for
> >> just about anything Open Source.
> >> http://sourceforge.net/services/buy/index.php
> >> _______________________________________________
> >> sql-ledger-users mailing list
> >> sql...@li...
> >> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
> >
> >
> > ---------------------------------------------------------------------- 
> > ---
> > Check out the new SourceForge.net Marketplace.
> > It's the best place to buy or sell services for
> > just about anything Open Source.
> > http://sourceforge.net/services/buy/index.php
> > _______________________________________________
> > sql-ledger-users mailing list
> > sql...@li...
> > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
> 
> 
> -------------------------------------------------------------------------
> Check out the new SourceForge.net Marketplace.
> It's the best place to buy or sell services for
> just about anything Open Source.
> http://sourceforge.net/services/buy/index.php
> _______________________________________________
> sql-ledger-users mailing list
> sql...@li...
> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users

hi,

using SL 2.6.21-2 (debian), I am using SQL Scripts.
One to generate "recurring" transactions - they are not automatically 
posted:

-- change Sales Invoice/AR number - so every time I generate invoices I 
can set the starting number

-- change default AR account so I can determine which account theese 
invoices go to and

-- select all transaction under recurring transactions and press "process 
transactions"

Afer that I use the second script to delete these "recurring" 
transactions.

Prerequisites are a view based on special 
customers.notes, business.description and invoice.description which shows 
the customers that got invoices during the last three Years
and another one based on that that gives the first year the customer has 
to get an invoice and some functions to fill parts_id, description, 
fxsellprice and sellprice in invoice.

Determined by customer type and last invoice for each specific 
customer
reduction and parts are selected:

-- first the customers are selected into tmp_customer, then invoices into 
tmp_invoice, third Accounts receivable ( ar ) into tmp_ar, then the last 
invoice number + 1 into tmp_firstinvoice.

from these tmp_ tables I fill ar, update the invoice number there, fill 
invoice, fill acc_trans (two times), fill recurring and recurringemail.

done.

all the comments are in german, and the code is neither elegant nor error 
free, but it works for me.
If you are familiar with sql and all the above does not sound too 
complicated to you, it might be an inspiration, and you could possibly use 
it for your purposes.

If that is to complicated for you, you have to generate all invoices you 
need, press schedule and select the proper options.

regards

A.

On Thu, 12 Jun 2008, Walter V. Zamora wrote:

> Hi:
>
> Is there anyway that recurring transactions can be automatically posted
> when they are originally created?
>
> Will appreciate very much any input.
>
> regards
>
> Walter
>
>
> -------------------------------------------------------------------------
> Check out the new SourceForge.net Marketplace.
> It's the best place to buy or sell services for
> just about anything Open Source.
> http://sourceforge.net/services/buy/index.php
> _______________________________________________
> sql-ledger-users mailing list
> sql...@li...
> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
>

Thank you Andreas

It does seem too complicated for me, but I might give it a try.

regards

Walter

Andreas Stern wrote:
> hi,
>
> using SL 2.6.21-2 (debian), I am using SQL Scripts.
> One to generate "recurring" transactions - they are not automatically 
> posted:
>
> -- change Sales Invoice/AR number - so every time I generate invoices I 
> can set the starting number
>
> -- change default AR account so I can determine which account theese 
> invoices go to and
>
> -- select all transaction under recurring transactions and press "process 
> transactions"
>
> Afer that I use the second script to delete these "recurring" 
> transactions.
>
> Prerequisites are a view based on special 
> customers.notes, business.description and invoice.description which shows 
> the customers that got invoices during the last three Years
> and another one based on that that gives the first year the customer has 
> to get an invoice and some functions to fill parts_id, description, 
> fxsellprice and sellprice in invoice.
>
> Determined by customer type and last invoice for each specific 
> customer
> reduction and parts are selected:
>
> -- first the customers are selected into tmp_customer, then invoices into 
> tmp_invoice, third Accounts receivable ( ar ) into tmp_ar, then the last 
> invoice number + 1 into tmp_firstinvoice.
>
> from these tmp_ tables I fill ar, update the invoice number there, fill 
> invoice, fill acc_trans (two times), fill recurring and recurringemail.
>
> done.
>
> all the comments are in german, and the code is neither elegant nor error 
> free, but it works for me.
> If you are familiar with sql and all the above does not sound too 
> complicated to you, it might be an inspiration, and you could possibly use 
> it for your purposes.
>
> If that is to complicated for you, you have to generate all invoices you 
> need, press schedule and select the proper options.
>
> regards
>
> A.
>
> On Thu, 12 Jun 2008, Walter V. Zamora wrote:
>
>   
>> Hi:
>>
>> Is there anyway that recurring transactions can be automatically posted
>> when they are originally created?
>>
>> Will appreciate very much any input.
>>
>> regards
>>
>> Walter
>>
>>
>> -------------------------------------------------------------------------
>> Check out the new SourceForge.net Marketplace.
>> It's the best place to buy or sell services for
>> just about anything Open Source.
>> http://sourceforge.net/services/buy/index.php
>> _______________________________________________
>> sql-ledger-users mailing list
>> sql...@li...
>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
>>
>>     
>
> -------------------------------------------------------------------------
> Check out the new SourceForge.net Marketplace.
> It's the best place to buy or sell services for
> just about anything Open Source.
> http://sourceforge.net/services/buy/index.php
> _______________________________________________
> sql-ledger-users mailing list
> sql...@li...
> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
>
>   