Thread: [WebERP-developers] Do we need a new feature for confirm delivery?

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[WebERP-developers] Do we need a new feature for confirm delivery?

From: ExsonQu <hex...@gm...> - 2014-12-08 01:35:13

*Dear all,*

            I've noticed that when we sale items in zero price, it's not
handled specially in accounting. I'm going to add a feature to handle this:

             1. add a account selection feature in company preference. 
             2. When we delivery samples free of charges to customers, we'll
debit this account such as sales expenses and credit the COGS. 

             And the freight charge in goods sold, it'll charge customers
and recovery the freight charge in Freight charge account. But sometime, the
charge is not paid by customers. If we face this situation, we have to debit
the Freight charge account, debit TaxAuth account and Credit account
payable. And update suppliertrans table to record this. 
            Does this make sense?

           Any comments are highly appreciated. 

           Best regards!

           Exson





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Re: [WebERP-developers] Do we need a new feature for confirm delivery?

From: Rafael C. <raf...@gm...> - 2014-12-08 01:56:17

Hi Exson,

I do not know if this case could help you:

Sometimes, I have to "gift" a spare to a customer. In this case, I include
the item in the invoice with a 100% discount, and I proceed as usual.

Also, sometimes I have to "gift" the freight to a customer. In this case, I
have the carrier "N/A" (not apply) as Freight/Shipper Method with price
zero.

In both cases, they have cost (but no price).

Best regards, Rafael.

2014-12-07 19:26 GMT-06:00 ExsonQu <hex...@gm...>:

> *Dear all,*
>
>             I've noticed that when we sale items in zero price, it's not
> handled specially in accounting. I'm going to add a feature to handle this:
>
>              1. add a account selection feature in company preference.
>              2. When we delivery samples free of charges to customers,
> we'll
> debit this account such as sales expenses and credit the COGS.
>
>              And the freight charge in goods sold, it'll charge customers
> and recovery the freight charge in Freight charge account. But sometime,
> the
> charge is not paid by customers. If we face this situation, we have to
> debit
> the Freight charge account, debit TaxAuth account and Credit account
> payable. And update suppliertrans table to record this.
>             Does this make sense?
>
>            Any comments are highly appreciated.
>
>            Best regards!
>
>            Exson
>
>
>
>
>
> --
> View this message in context:
> http://weberp-accounting.1478800.n4.nabble.com/Do-we-need-a-new-feature-for-confirm-delivery-tp4657890.html
> Sent from the web-ERP-developers mailing list archive at Nabble.com.
>
>
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Re: [WebERP-developers] Do we need a new feature for confirm delivery?

From: ExsonQu <hex...@gm...> - 2014-12-08 02:39:27

*Hi, Rafael,*

           Thank you for your great idea!

           It's wonderful!

           Best regards!

           Exson
         



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Re: [WebERP-developers] Do we need a new feature for confirm delivery?

From: Rafael C. <raf...@gm...> - 2014-12-08 02:41:49

You are welcome!
El 07/12/2014 20:40, "ExsonQu" <hex...@gm...> escribió:

> *Hi, Rafael,*
>
>            Thank you for your great idea!
>
>            It's wonderful!
>
>            Best regards!
>
>            Exson
>
>
>
>
> --
> View this message in context:
> http://weberp-accounting.1478800.n4.nabble.com/Do-we-need-a-new-feature-for-confirm-delivery-tp4657890p4657893.html
> Sent from the web-ERP-developers mailing list archive at Nabble.com.
>
>
> ------------------------------------------------------------------------------
> Download BIRT iHub F-Type - The Free Enterprise-Grade BIRT Server
> from Actuate! Instantly Supercharge Your Business Reports and Dashboards
> with Interactivity, Sharing, Native Excel Exports, App Integration & more
> Get technology previously reserved for billion-dollar corporations, FREE
>
> http://pubads.g.doubleclick.net/gampad/clk?id=164703151&iu=/4140/ostg.clktrk
> _______________________________________________
> Web-erp-developers mailing list
> Web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-developers
>

Re: [WebERP-developers] Do we need a new feature for confirm delivery?

From: ExsonQu <hex...@gm...> - 2014-12-08 09:46:14

*Hi, Rafael,*

          For the Freight 'gift', do you have to set up a service item and
purchasing it?

          And when it's become a routine operation, how do you control the
payments for the suppliers?

         Does this operation really make sense?

         Best regards!

         Exson



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Re: [WebERP-developers] Do we need a new feature for confirm delivery?

From: Rafael C. <raf...@gm...> - 2014-12-09 16:56:28

Hi Exson,

Sorry by the delay, I was translating...

For the Freight "N/A" ('gift'), I do not have to a service item; and I
direct-purchase the freight (without purchase order). I enter the income in
the invoice. I enter the expense in Suppliers > Enter a Suppliers Invoice >
General Ledger.

Except for the "small carriers" (Payment Terms = cash), I controlled the
payments to suppliers with Suppliers > Supplier Account Inquiry. Now I use
dashboard.php (to control suppliers, customers, etc.)

My operation (feel free to ask):

* In Main Menu > Setup > Receivables/Payables Setup > Shippers I have
(shipper manners instead of real shippers, but the result is the same):

Shipper ID    Shipper Name
1     N/A ("Do not apply": free shipping or customer pick-ups the goods)
2     Express local
3     Transporte local (local transport like trucks, etc.)
4     Correo básico (surface mail --local and international--)
5     EMS courier (express mail: DHL, Fedex, etc. --only international--)

* In Suppliers, I have some carriers: DHL, mail postal-office, local truck
carriers (like "taxi carga" = men with a truck-to-hire), taxi-drivers,
moto-drivers, ...

* I do the calculus in a manual way. This is because, for the same
destination, depending on the shipping option selected by the customer, the
price is different: from surface-mail 1to2 weeks (cheep freight), to
"Express" (0,75to4 hours --as a "pizza-delivery"-- the most expensive
freight). Comment: my country is very small.

* In accounting, I have  two accounts for freight in Sales Revenues and
Expenses section: "income by sales freight" (receivables from customers)
and "expenses by sales freight" (payables to suppliers).

My goals:
+ By difference between accounts "income by sales freight" and "expenses by
sales freight" in Sales Revenues and Expenses section, I know if the
freight operation is sustainable. Comment: Freight is not my main business,
so I am happy if income equals expenses (usually there is a very little
net-profit).
+ By selecting fields with gltrans.narrative like debtorsmaster.debtorno .
" -" . "%" (I use the VAT number without hyphens as the customer number
--field debtorsmaster.debtorno--), I get a "like Income statement" for a
customer. Sort-descending all "like Income statement" by its "like net
profit", I get a customer priority list beginning with the "star customers"
--the "whale curve"--. Comment: Probably it is better to define a tag
("cost-centre") by customer, or to create an "activity" field in gltrans,
but php with a select can do this job.

Personal comment: I am looking for
(1) Each customer has a "positive" "like net profit".
(2) Freight income from "not-star" customers pays freight expenses. Here,
my experience is that "not-star" customers (people who are in the bottom of
the priority list) are annoying asking for free freight (it is better to do
not waste time discussing with them), so I look the "like net profit" for
this specific customer.

Best regards, Rafael.


2014-12-08 3:37 GMT-06:00 ExsonQu <hex...@gm...>:

> *Hi, Rafael,*
>
>           For the Freight 'gift', do you have to set up a service item and
> purchasing it?
>
>           And when it's become a routine operation, how do you control the
> payments for the suppliers?
>
>          Does this operation really make sense?
>
>          Best regards!
>
>          Exson
>
>
>
> --
> View this message in context:
> http://weberp-accounting.1478800.n4.nabble.com/Do-we-need-a-new-feature-for-confirm-delivery-tp4657890p4657896.html
> Sent from the web-ERP-developers mailing list archive at Nabble.com.
>
>
> ------------------------------------------------------------------------------
> Download BIRT iHub F-Type - The Free Enterprise-Grade BIRT Server
> from Actuate! Instantly Supercharge Your Business Reports and Dashboards
> with Interactivity, Sharing, Native Excel Exports, App Integration & more
> Get technology previously reserved for billion-dollar corporations, FREE
>
> http://pubads.g.doubleclick.net/gampad/clk?id=164703151&iu=/4140/ostg.clktrk
> _______________________________________________
> Web-erp-developers mailing list
> Web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-developers
>

Re: [WebERP-developers] Do we need a new feature for confirm delivery?

From: ExsonQu <hex...@gm...> - 2014-12-10 17:09:42

*Hi, Rafael,*

        Thank you very much!

        I'll study it before I go ahead.

        Best regards!

        Exson



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