Thread: [WebERP-developers] Salesman respective report and invoice

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[WebERP-developers] Salesman respective report and invoice

From: ExsonQu <hex...@gm...> - 2013-11-14 09:46:45

*Dear all:*

               Thank you for your long time nice support!

              I've encountered some requirements to make the sales orders
and invoices and customers information reviewed only by the responsible
salesman. 

              I'm not sure if it's a general business requirements. If so,
I'd like to code it and commit it to the trunk.

              My solution is to add some constraints by the salesman in
those query sql, and add one token to review all reports and invoices and
customers data. 

               Any comments are highly appreciated!

               Thanks and best regards!

              Exson



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Re: [WebERP-developers] Salesman respective report and invoice

From: Phil D. <ph...@lo...> - 2013-11-15 07:03:23

I did some work on this a while ago and set up a salesman login - 
defined at the user level - salesman logins can only search for their 
own customers.

Phil

Phil Daintree
Logic Works Ltd - +64 (0)275 567890
http://www.logicworks.co.nz

On 14/11/13 22:46, ExsonQu wrote:
> *Dear all:*
>
>                 Thank you for your long time nice support!
>
>                I've encountered some requirements to make the sales orders
> and invoices and customers information reviewed only by the responsible
> salesman.
>
>                I'm not sure if it's a general business requirements. If so,
> I'd like to code it and commit it to the trunk.
>
>                My solution is to add some constraints by the salesman in
> those query sql, and add one token to review all reports and invoices and
> customers data.
>
>                 Any comments are highly appreciated!
>
>                 Thanks and best regards!
>
>                Exson
>
>
>
> --
> View this message in context: http://weberp-accounting.1478800.n4.nabble.com/Salesman-respective-report-and-invoice-tp4656870.html
> Sent from the web-ERP-developers mailing list archive at Nabble.com.
>
> ------------------------------------------------------------------------------
> DreamFactory - Open Source REST&  JSON Services for HTML5&  Native Apps
> OAuth, Users, Roles, SQL, NoSQL, BLOB Storage and External API Access
> Free app hosting. Or install the open source package on any LAMP server.
> Sign up and see examples for AngularJS, jQuery, Sencha Touch and Native!
> http://pubads.g.doubleclick.net/gampad/clk?id=63469471&iu=/4140/ostg.clktrk
> _______________________________________________
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> Web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-developers
>

Re: [WebERP-developers] Salesman respective report and invoice

From: ExsonQu <hex...@gm...> - 2013-11-15 08:56:29

*Hi, Phil:*

             I've checked 4.11 and found that all sales person can check any
existing customers. It seems there is bug. I've dig it out. 

             And I think the SO and Invoice search result should only show
their own customers' SO and invoice. 
             
            I'm not sure if there are other users need this features.

            Thanks and best regards!

            Exson



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Re: [WebERP-developers] Salesman respective report and invoice

From: Phil D. <ph...@lo...> - 2013-11-15 10:08:01

Yes agreed - I may have missed some areas.

Phil

Phil Daintree
Logic Works Ltd - +64 (0)275 567890
http://www.logicworks.co.nz

On 15/11/13 21:55, ExsonQu wrote:
> *Hi, Phil:*
>
>               I've checked 4.11 and found that all sales person can check any
> existing customers. It seems there is bug. I've dig it out.
>
>               And I think the SO and Invoice search result should only show
> their own customers' SO and invoice.
>               
>              I'm not sure if there are other users need this features.
>
>              Thanks and best regards!
>
>              Exson
>
>
>
> --
> View this message in context: http://weberp-accounting.1478800.n4.nabble.com/Salesman-respective-report-and-invoice-tp4656870p4656886.html
> Sent from the web-ERP-developers mailing list archive at Nabble.com.
>
> ------------------------------------------------------------------------------
> DreamFactory - Open Source REST & JSON Services for HTML5 & Native Apps
> OAuth, Users, Roles, SQL, NoSQL, BLOB Storage and External API Access
> Free app hosting. Or install the open source package on any LAMP server.
> Sign up and see examples for AngularJS, jQuery, Sencha Touch and Native!
> http://pubads.g.doubleclick.net/gampad/clk?id=63469471&iu=/4140/ostg.clktrk
> _______________________________________________
> Web-erp-developers mailing list
> Web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-developers
>

Re: [WebERP-developers] Salesman respective report and invoice

From: Rafael C. <raf...@gm...> - 2013-11-15 14:06:31

Hi Exson, Hi Phil:

It will be interesting to re-get that feature.

Here, because some salesmen are "jumping" from company to company, it's a
general business requirement that a salesman can only search info of their
own customers.
Thank you both for your work.

Regards, Rafael.


2013/11/15 Phil Daintree <ph...@lo...>

> Yes agreed - I may have missed some areas.
>
> Phil
>
> Phil Daintree
> Logic Works Ltd - +64 (0)275 567890
> http://www.logicworks.co.nz
>
> On 15/11/13 21:55, ExsonQu wrote:
> > *Hi, Phil:*
> >
> >               I've checked 4.11 and found that all sales person can
> check any
> > existing customers. It seems there is bug. I've dig it out.
> >
> >               And I think the SO and Invoice search result should only
> show
> > their own customers' SO and invoice.
> >
> >              I'm not sure if there are other users need this features.
> >
> >              Thanks and best regards!
> >
> >              Exson
> >
> >
> >
> > --
> > View this message in context:
> http://weberp-accounting.1478800.n4.nabble.com/Salesman-respective-report-and-invoice-tp4656870p4656886.html
> > Sent from the web-ERP-developers mailing list archive at Nabble.com.
> >
> >
> ------------------------------------------------------------------------------
> > DreamFactory - Open Source REST & JSON Services for HTML5 & Native Apps
> > OAuth, Users, Roles, SQL, NoSQL, BLOB Storage and External API Access
> > Free app hosting. Or install the open source package on any LAMP server.
> > Sign up and see examples for AngularJS, jQuery, Sencha Touch and Native!
> >
> http://pubads.g.doubleclick.net/gampad/clk?id=63469471&iu=/4140/ostg.clktrk
> > _______________________________________________
> > Web-erp-developers mailing list
> > Web...@li...
> > https://lists.sourceforge.net/lists/listinfo/web-erp-developers
> >
>
>
>
> ------------------------------------------------------------------------------
> DreamFactory - Open Source REST & JSON Services for HTML5 & Native Apps
> OAuth, Users, Roles, SQL, NoSQL, BLOB Storage and External API Access
> Free app hosting. Or install the open source package on any LAMP server.
> Sign up and see examples for AngularJS, jQuery, Sencha Touch and Native!
> http://pubads.g.doubleclick.net/gampad/clk?id=63469471&iu=/4140/ostg.clktrk
> _______________________________________________
> Web-erp-developers mailing list
> Web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-developers
>

Re: [WebERP-developers] Salesman respective report and invoice

From: ExsonQu <hex...@gm...> - 2013-11-19 02:17:44

*Hi, all:*

               I've done a little research for this topic and found what we
need to do is add a sql statement :

           	if ($_SESSION['SalesmanLogin'] != '') {
		$SQL .= " AND custbranch.salesman='" . $_SESSION['SalesmanLogin'] . "'";
	}
             And currently, the customers search result is OK if salesman
login. 

             Then we can provide a limit for those sales orders and invoice
inquiry.  

             Any comments is welcome. 

             If no objection for this, I'll start to enhance the feature.

             Thanks and best regards!

             Exson

              



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Re: [WebERP-developers] Salesman respective report and invoice

From: Phil D. <ph...@lo...> - 2013-11-19 06:44:51

Sounds like a good plan Exson...

Phil

Phil Daintree
Logic Works Ltd - +64 (0)275 567890
http://www.logicworks.co.nz

On 19/11/13 15:17, ExsonQu wrote:
> *Hi, all:*
>
>                 I've done a little research for this topic and found what we
> need to do is add a sql statement :
>
>             	if ($_SESSION['SalesmanLogin'] != '') {
> 		$SQL .= " AND custbranch.salesman='" . $_SESSION['SalesmanLogin'] . "'";
> 	}
>               And currently, the customers search result is OK if salesman
> login.
>
>               Then we can provide a limit for those sales orders and invoice
> inquiry.
>
>               Any comments is welcome.
>
>               If no objection for this, I'll start to enhance the feature.
>
>               Thanks and best regards!
>
>               Exson
>
>                
>
>
>
> --
> View this message in context: http://weberp-accounting.1478800.n4.nabble.com/Salesman-respective-report-and-invoice-tp4656870p4656902.html
> Sent from the web-ERP-developers mailing list archive at Nabble.com.
>
> ------------------------------------------------------------------------------
> Shape the Mobile Experience: Free Subscription
> Software experts and developers: Be at the forefront of tech innovation.
> Intel(R) Software Adrenaline delivers strategic insight and game-changing
> conversations that shape the rapidly evolving mobile landscape. Sign up now.
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> _______________________________________________
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> Web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-developers
>

Re: [WebERP-developers] Salesman respective report and invoice

From: Rafael C. <raf...@gm...> - 2013-11-19 14:21:58

Exson: Great! Thank you for you hard work.

Regards, Rafael.


2013/11/19 Phil Daintree <ph...@lo...>

> Sounds like a good plan Exson...
>
> Phil
>
> Phil Daintree
> Logic Works Ltd - +64 (0)275 567890
> http://www.logicworks.co.nz
>
> On 19/11/13 15:17, ExsonQu wrote:
> > *Hi, all:*
> >
> >                 I've done a little research for this topic and found
> what we
> > need to do is add a sql statement :
> >
> >               if ($_SESSION['SalesmanLogin'] != '') {
> >               $SQL .= " AND custbranch.salesman='" .
> $_SESSION['SalesmanLogin'] . "'";
> >       }
> >               And currently, the customers search result is OK if
> salesman
> > login.
> >
> >               Then we can provide a limit for those sales orders and
> invoice
> > inquiry.
> >
> >               Any comments is welcome.
> >
> >               If no objection for this, I'll start to enhance the
> feature.
> >
> >               Thanks and best regards!
> >
> >               Exson
> >
> >
> >
> >
> >
> > --
> > View this message in context:
> http://weberp-accounting.1478800.n4.nabble.com/Salesman-respective-report-and-invoice-tp4656870p4656902.html
> > Sent from the web-ERP-developers mailing list archive at Nabble.com.
> >
> >
> ------------------------------------------------------------------------------
> > Shape the Mobile Experience: Free Subscription
> > Software experts and developers: Be at the forefront of tech innovation.
> > Intel(R) Software Adrenaline delivers strategic insight and game-changing
> > conversations that shape the rapidly evolving mobile landscape. Sign up
> now.
> >
> http://pubads.g.doubleclick.net/gampad/clk?id=63431311&iu=/4140/ostg.clktrk
> > _______________________________________________
> > Web-erp-developers mailing list
> > Web...@li...
> > https://lists.sourceforge.net/lists/listinfo/web-erp-developers
> >
>
>
>
> ------------------------------------------------------------------------------
> Shape the Mobile Experience: Free Subscription
> Software experts and developers: Be at the forefront of tech innovation.
> Intel(R) Software Adrenaline delivers strategic insight and game-changing
> conversations that shape the rapidly evolving mobile landscape. Sign up
> now.
> http://pubads.g.doubleclick.net/gampad/clk?id=63431311&iu=/4140/ostg.clktrk
> _______________________________________________
> Web-erp-developers mailing list
> Web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-developers
>

Re: [WebERP-developers] Salesman respective report and invoice

From: ExsonQu <hex...@gm...> - 2013-12-02 04:16:24

*Dear all:*

          Thank you for Thumb's hard working!  We've almost go through and
reworked all related scripts. 

          We've found that the sales has not been authorized to create new
customer accounts. Is it a reasonable constraint?

           Any comments are highly appreciated!

           Thanks and best regards!

           Exson



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Re: [WebERP-developers] Salesman respective report and invoice

From: Tim S. <tim...@gm...> - 2013-12-02 11:08:41

Hi Exson, access to the script to create customers is controlled by
the use of tokens, but they should only be able to create customers
with themselves as sales person. Some companies will be ok with sales
people creating their own customers, others will have internal
procedures whereby the new customer should be authorised by a manager.
Same with modification, a salesperson should only be able to modify
their own customers details.

Thanks
Tim

On 2 December 2013 04:15, ExsonQu <hex...@gm...> wrote:
> *Dear all:*
>
>           Thank you for Thumb's hard working!  We've almost go through and
> reworked all related scripts.
>
>           We've found that the sales has not been authorized to create new
> customer accounts. Is it a reasonable constraint?
>
>            Any comments are highly appreciated!
>
>            Thanks and best regards!
>
>            Exson
>
>
>
> --
> View this message in context: http://weberp-accounting.1478800.n4.nabble.com/Salesman-respective-report-and-invoice-tp4656870p4657017.html
> Sent from the web-ERP-developers mailing list archive at Nabble.com.
>
> ------------------------------------------------------------------------------
> Rapidly troubleshoot problems before they affect your business. Most IT
> organizations don't have a clear picture of how application performance
> affects their revenue. With AppDynamics, you get 100% visibility into your
> Java,.NET, & PHP application. Start your 15-day FREE TRIAL of AppDynamics Pro!
> http://pubads.g.doubleclick.net/gampad/clk?id=84349351&iu=/4140/ostg.clktrk
> _______________________________________________
> Web-erp-developers mailing list
> Web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-developers



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Twitter: @TimSchofield2

Re: [WebERP-developers] Salesman respective report and invoice

From: ExsonQu <hex...@gm...> - 2013-12-02 12:36:12

*Hi, Tim,*

          Thank you for your comments.

          You're right that basically the scripts should be controlled by
token. And this script has added a control that when a salesman login, the
link will not display. So the sales man cannot create customer from this
interface. 

          But at the mean time, he can view this link at AR module. 

          So these two places are not consistent. 

           If no objection, I'll remove the limit on SelectCustomer.php.

           Thanks and best regards!

           Exson

              



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Re: [WebERP-developers] Salesman respective report and invoice

From: Tim S. <tim...@gm...> - 2013-12-02 15:14:47

Hi Exson, if the token isn't in the users role then the link doesn't
appear on the menu.

Tim

On 2 December 2013 12:35, ExsonQu <hex...@gm...> wrote:
> *Hi, Tim,*
>
>           Thank you for your comments.
>
>           You're right that basically the scripts should be controlled by
> token. And this script has added a control that when a salesman login, the
> link will not display. So the sales man cannot create customer from this
> interface.
>
>           But at the mean time, he can view this link at AR module.
>
>           So these two places are not consistent.
>
>            If no objection, I'll remove the limit on SelectCustomer.php.
>
>            Thanks and best regards!
>
>            Exson
>
>
>
>
>
> --
> View this message in context: http://weberp-accounting.1478800.n4.nabble.com/Salesman-respective-report-and-invoice-tp4656870p4657019.html
> Sent from the web-ERP-developers mailing list archive at Nabble.com.
>
> ------------------------------------------------------------------------------
> Rapidly troubleshoot problems before they affect your business. Most IT
> organizations don't have a clear picture of how application performance
> affects their revenue. With AppDynamics, you get 100% visibility into your
> Java,.NET, & PHP application. Start your 15-day FREE TRIAL of AppDynamics Pro!
> http://pubads.g.doubleclick.net/gampad/clk?id=84349351&iu=/4140/ostg.clktrk
> _______________________________________________
> Web-erp-developers mailing list
> Web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-developers



-- 
Course View Towers,
Plot 21 Yusuf Lule Road,
Kampala
T   +256 (0) 312 314 418
M +256 (0) 752 963 325
www.weberpafrica.com
Twitter: @TimSchofield2
Blog: http://weberpafrica.blogspot.co.uk/

Re: [WebERP-developers] Salesman respective report and invoice

From: Phil D. <ph...@lo...> - 2013-12-03 06:46:57

Agreed.

Salesmen may not always be mindful of credit worthiness in their hurry 
for a commission and I am not sure it is a good plan to have sales 
people creating customers really - unless it really is a one man band - 
and this is not really webERP territory they'd be better off with MYOB, 
Quickbooks or something.

Phil

Phil Daintree
Logic Works Ltd - +64 (0)275 567890
http://www.logicworks.co.nz

On 03/12/13 00:08, Tim Schofield wrote:
> Hi Exson, access to the script to create customers is controlled by
> the use of tokens, but they should only be able to create customers
> with themselves as sales person. Some companies will be ok with sales
> people creating their own customers, others will have internal
> procedures whereby the new customer should be authorised by a manager.
> Same with modification, a salesperson should only be able to modify
> their own customers details.
>
> Thanks
> Tim
>
> On 2 December 2013 04:15, ExsonQu <hex...@gm...> wrote:
>> *Dear all:*
>>
>>            Thank you for Thumb's hard working!  We've almost go through and
>> reworked all related scripts.
>>
>>            We've found that the sales has not been authorized to create new
>> customer accounts. Is it a reasonable constraint?
>>
>>             Any comments are highly appreciated!
>>
>>             Thanks and best regards!
>>
>>             Exson
>>
>>
>>
>> --
>> View this message in context: http://weberp-accounting.1478800.n4.nabble.com/Salesman-respective-report-and-invoice-tp4656870p4657017.html
>> Sent from the web-ERP-developers mailing list archive at Nabble.com.
>>
>> ------------------------------------------------------------------------------
>> Rapidly troubleshoot problems before they affect your business. Most IT
>> organizations don't have a clear picture of how application performance
>> affects their revenue. With AppDynamics, you get 100% visibility into your
>> Java,.NET, & PHP application. Start your 15-day FREE TRIAL of AppDynamics Pro!
>> http://pubads.g.doubleclick.net/gampad/clk?id=84349351&iu=/4140/ostg.clktrk
>> _______________________________________________
>> Web-erp-developers mailing list
>> Web...@li...
>> https://lists.sourceforge.net/lists/listinfo/web-erp-developers
>
>

Re: [WebERP-developers] Salesman respective report and invoice

From: ExsonQu <hex...@gm...> - 2013-12-04 14:53:23

*Dear all:*

              I think we've reach an agreement that the create new customer
authority should be upon to token instead of the user is a salesman or not.

             And the link should be on or off also should be upon to token. 

            Thanks and best regards!

            Exson



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