From kristof.kovacs at onlineprojects.hu Mon Nov 3 12:50:00 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Mon, 3 Nov 2008 21:50:00 +0100 Subject: [Vtigercrm-developers] Syntax errors in the migration script Message-ID: Hello guys, fixed several syntax error bugs in the migration script that crawled in recently. Feel free to integrate (use "patch -p1" since we use GIT). Patch at: http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/5392 (Detailed: http://trac.vtiger.com/cgi-bin/trac.cgi/attachment/ticket/5392/0001-Bug-fixes-for-migration-script-by-KKovacs.patch ) Kristof -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081103/3c09a572/attachment.htm From prasad at vtiger.com Mon Nov 3 21:06:48 2008 From: prasad at vtiger.com (Prasad) Date: Tue, 4 Nov 2008 10:36:48 +0530 Subject: [Vtigercrm-developers] Syntax errors in the migration script In-Reply-To: References: Message-ID: <39d18b250811032106x33d9ffb7j1428f2cca9c0c579@mail.gmail.com> Hi Kristof, Thanks for the fixes, we will review and integrate. Regards, Prasad vtiger Team On 11/4/08, Krist?f KOV?CS wrote: > > Hello guys, > > fixed several syntax error bugs in the migration script that crawled in > recently. Feel free to integrate (use "patch -p1" since we use GIT). Patch > at: > http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/5392 > > (Detailed: > http://trac.vtiger.com/cgi-bin/trac.cgi/attachment/ticket/5392/0001-Bug-fixes-for-migration-script-by-KKovacs.patch > ) > > Kristof > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081103/0bef1caa/attachment.htm From prasad at vtiger.com Wed Nov 5 10:29:18 2008 From: prasad at vtiger.com (Prasad) Date: Wed, 5 Nov 2008 23:59:18 +0530 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) Message-ID: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Dear vtigers, We are looking for your advise on the following. Currently, when an invoice is saved, vtiger CRM deducts the items from the available stock under Product Inventory. We are getting feedback on the blogs and the forums that this is not correct or not sufficient. We would like to get your views on this matter. 1. Should we deduct for Invoice or for Sales Order? 2. Should we deduct when it (Invoice/SalesOrder) is created or when its status is changed to Approved? 3. Does it make sense to have 'Cancel Invoice' button to automatically restock (add) the deducted inventory We welcome your suggestions. Thanks for your input. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081105/8cb3c3c7/attachment.htm From jcrisp at safeandsoundit.co.uk Wed Nov 5 12:26:16 2008 From: jcrisp at safeandsoundit.co.uk (John Crisp) Date: Wed, 05 Nov 2008 21:26:16 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Message-ID: <49120168.2000801@safeandsoundit.co.uk> Prasad wrote: > Dear vtigers, > > We are looking for your advise on the following. Currently, when an > invoice is saved, vtiger CRM deducts the items from the available stock > under Product Inventory. > > We are getting feedback on the blogs and the forums that this is not > correct or not sufficient. We would like to get your views on this matter. > > 1. Should we deduct for Invoice or for Sales Order? > 2. Should we deduct when it (Invoice/SalesOrder) is created or when its > status is changed to Approved? > 3. Does it make sense to have 'Cancel Invoice' button to automatically > restock (add) the deducted inventory > > We welcome your suggestions. Thanks for your input. > For my pennys worth, would it be sensible to make a Sales Order mark it as 'reserved' and then reduced on Despatch (we should be able to create a Despatch Note to go separately with goods, as well as an Invoice?) We have quite long lead times usually, though sometimes we can get a rapid turn round order and it would be useful to know what we ACTUALLY have in stock and how much of that is RESERVED. We can often turn the order round with stock that is reserved on the basis we can get more stock for the earlier order in time to fulfil their requirements. If that makes any sense !!! B. Rgds John From brett.hooker at roarz.com Wed Nov 5 12:32:48 2008 From: brett.hooker at roarz.com (Brett Hooker) Date: Thu, 06 Nov 2008 06:32:48 +1000 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Message-ID: <491202F0.6070404@roarz.com> Prasad, Very good question, and the reason for the debate is that the answer is different depending on your situation. Very small businesses are likely to run on invoices only. Larger businesses will require a more sophisticated workflow that goes from Potential to Sales Order to Invoice. The smaller ones will want Invoices to control inventory, the larger ones will want sales orders to reserve inventory and invoice to deduct it. Here are my answers to your specific questions: 1. Should we deduct for Invoice or for Sales Order? Both. If invoice with no matching sales order, then deduct on invoice. If invoice has matching sales order, then deduct on sales order. There are more complicated flows that this, such as, reserve stock on sales order and deduct on approved invoice. 2. Should we deduct when it (Invoice/SalesOrder) is created or when its status is changed to Approved? Reserve on create, deduct on approved or higher (sent, paid). 3. Does it make sense to have 'Cancel Invoice' button to automatically restock (add) the deducted inventory Yes, if the invoice had previously deducted inventory. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Logan City Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre : Level 9, 12-13 Marine Parade Southport Qld 4215 /ROARZ will help you get your website up to date and keep it that way./ Prasad wrote: > Dear vtigers, > > We are looking for your advise on the following. Currently, when an > invoice is saved, vtiger CRM deducts the items from the available > stock under Product Inventory. > > We are getting feedback on the blogs and the forums that this is not > correct or not sufficient. We would like to get your views on this > matter. > > 1. Should we deduct for Invoice or for Sales Order? > 2. Should we deduct when it (Invoice/SalesOrder) is created or when > its status is changed to Approved? > 3. Does it make sense to have 'Cancel Invoice' button to automatically > restock (add) the deducted inventory > > We welcome your suggestions. Thanks for your input. > > Regards, > Prasad > vtiger Team > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081105/cb00d33a/attachment-0001.htm -------------- next part -------------- A non-text attachment was scrubbed... Name: brett-hooker.jpg Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081105/cb00d33a/brett-hooker-0001.jpg -------------- next part -------------- A non-text attachment was scrubbed... Name: ROARZ-Logo-screen-154.png Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081105/cb00d33a/ROARZ-Logo-screen-154-0001.png From prasad at vtiger.com Wed Nov 5 21:18:17 2008 From: prasad at vtiger.com (Prasad) Date: Thu, 6 Nov 2008 10:48:17 +0530 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <491202F0.6070404@roarz.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <491202F0.6070404@roarz.com> Message-ID: <39d18b250811052118x12b115ebjf2566f04d3bae95f@mail.gmail.com> Hi Brett, John Thanks for your feedback. Regards, Prasad vtiger Team On 11/6/08, Brett Hooker wrote: > > Prasad, > > Very good question, and the reason for the debate is that the answer is > different depending on your situation. Very small businesses are likely to > run on invoices only. Larger businesses will require a more sophisticated > workflow that goes from Potential to Sales Order to Invoice. The smaller > ones will want Invoices to control inventory, the larger ones will want > sales orders to reserve inventory and invoice to deduct it. > > Here are my answers to your specific questions: > 1. Should we deduct for Invoice or for Sales Order? > Both. If invoice with no matching sales order, then deduct on invoice. If > invoice has matching sales order, then deduct on sales order. There are > more complicated flows that this, such as, reserve stock on sales order and > deduct on approved invoice. > > 2. Should we deduct when it (Invoice/SalesOrder) is created or when its > status is changed to Approved? > Reserve on create, deduct on approved or higher (sent, paid). > > 3. Does it make sense to have 'Cancel Invoice' button to automatically > restock (add) the deducted inventory > Yes, if the invoice had previously deducted inventory. > > > Thanks, > Brett > Phone 0404 067 421 > > > > www.roarz.com Phone: 1300 885 125 Fax: 07 > 3009 0648 ABN: 69 113 777 594 > Capalaba Centre : Suite 2A, 26 Redland Bay > Road Capalaba Qld 4157 > Logan City Centre : Suite 2A, 26 Redland > Bay Road Capalaba Qld 4157 > Gold Coast Centre : Level 9, 12-13 Marine Parade > Southport Qld 4215 > *ROARZ will help you get your website up to date and keep it that way.* > > > Prasad wrote: > > Dear vtigers, > > We are looking for your advise on the following. Currently, when an invoice > is saved, vtiger CRM deducts the items from the available stock under > Product Inventory. > > We are getting feedback on the blogs and the forums that this is not > correct or not sufficient. We would like to get your views on this matter. > > 1. Should we deduct for Invoice or for Sales Order? > 2. Should we deduct when it (Invoice/SalesOrder) is created or when its > status is changed to Approved? > 3. Does it make sense to have 'Cancel Invoice' button to automatically > restock (add) the deducted inventory > > We welcome your suggestions. Thanks for your input. > > Regards, > Prasad > vtiger Team > > ------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081105/86b17269/attachment.htm -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081105/86b17269/attachment.jpeg -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081105/86b17269/attachment.png From jcrisp at safeandsoundit.co.uk Thu Nov 6 02:29:58 2008 From: jcrisp at safeandsoundit.co.uk (John Crisp) Date: Thu, 06 Nov 2008 11:29:58 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811052118x12b115ebjf2566f04d3bae95f@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <491202F0.6070404@roarz.com> <39d18b250811052118x12b115ebjf2566f04d3bae95f@mail.gmail.com> Message-ID: <4912C726.5020204@safeandsoundit.co.uk> Prasad wrote: > Hi Brett, John > > Thanks for your feedback. > > The least I can do - thanks for all the hard work :-) B. Rgds John From carloz at gnumerica.org Thu Nov 6 03:10:20 2008 From: carloz at gnumerica.org (carlo beschi) Date: Thu, 06 Nov 2008 12:10:20 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Message-ID: <4912D09C.4000108@gnumerica.org> Hi Prasad, all you devs, I'll jump on the thread to say that we'd definitely like to have the possibility to disable, from Settings, all Inventory Stock Checkings. If the company using vtiger sells services, there's no need to set/update stocks. Currently, we use workarounds for this - the easiest is to set products stocks to very high values, like 9999, another one is commenting lines of code. We ourselves are in this situation, and have at least 4 or 5 clients facing the same issue. What I have in mind is: the possibility for the admin user to set, via Settings, that the company sells services. Then, checking one checkbox, all quotes checkings get disabled. I'd love to see this on 5.2 :-) Carlo Prasad wrote: > Dear vtigers, > > We are looking for your advise on the following. Currently, when an > invoice is saved, vtiger CRM deducts the items from the available stock > under Product Inventory. > > We are getting feedback on the blogs and the forums that this is not > correct or not sufficient. We would like to get your views on this matter. From kristof.kovacs at onlineprojects.hu Thu Nov 6 03:37:05 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Thu, 6 Nov 2008 12:37:05 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4912D09C.4000108@gnumerica.org> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> Message-ID: Hi, maybe an "unlimited" quantity would be a better, and technically not much more complex solution (I'm thinking of NULL value). I guess most companies are in the "gray" area between products and services, and sell both types of product, for example, physical stuff, but also extended warranties, or elevated support. You never run out of sellable extended warranties. :) Kristof On Thu, Nov 6, 2008 at 12:10 PM, carlo beschi wrote: > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the available stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on this > matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/eb92596c/attachment.htm From davidv.net at gmail.com Thu Nov 6 03:44:48 2008 From: davidv.net at gmail.com (David V.) Date: Thu, 6 Nov 2008 07:44:48 -0400 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4912D09C.4000108@gnumerica.org> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> Message-ID: Hi Carlo, I like your idea, but why not make it even smarter by having a check box in each product to select if this particular product is a service or not. David V. On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi wrote: > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the available stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on this > matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/794b02c5/attachment.htm From carloz at gnumerica.org Thu Nov 6 04:48:55 2008 From: carloz at gnumerica.org (carlo beschi) Date: Thu, 06 Nov 2008 13:48:55 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> Message-ID: <4912E7B7.8040707@gnumerica.org> Hi David, your suggestion is precious, as much as Kristof idea of using the NULL value for services. Having a checkbox/flag to say that a product is in fact a service seems to be a clean and smart solution. Carlo ps: sharing ideas is such a powerful mean of common growth ... let's use the tools we have (like this list, so silent at times :-) David V. wrote: > Hi Carlo, > > I like your idea, but why not make it even smarter by having a check box > in each product to select if this particular product is a service or not. > > David V. > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > wrote: > > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the available > stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on > this matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From prasad at vtiger.com Thu Nov 6 06:28:19 2008 From: prasad at vtiger.com (Prasad) Date: Thu, 6 Nov 2008 19:58:19 +0530 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4912E7B7.8040707@gnumerica.org> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> <4912E7B7.8040707@gnumerica.org> Message-ID: <39d18b250811060628w7c4b4091u68e92e301e9f1c45@mail.gmail.com> Hi All, Thanks for all the feedback, keep continuing with it. We are brainstroming to comeup with a new model to achieve this inventory handling and keeping a watch on this thread too :) Regards, Prasad vtiger Team On 11/6/08, carlo beschi wrote: > > Hi David, > > your suggestion is precious, as much as Kristof idea of using the NULL > value for services. > > Having a checkbox/flag to say that a product is in fact a service seems > to be a clean and smart solution. > > > Carlo > > > ps: sharing ideas is such a powerful mean of common growth ... let's use > the tools we have (like this list, so silent at times :-) > > > > David V. wrote: > > Hi Carlo, > > > > I like your idea, but why not make it even smarter by having a check box > > in each product to select if this particular product is a service or not. > > > > David V. > > > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > > > wrote: > > > > Hi Prasad, all you devs, > > > > I'll jump on the thread to say that we'd definitely like to have the > > possibility to disable, from Settings, all Inventory Stock Checkings. > > > > If the company using vtiger sells services, there's no need to > > set/update stocks. > > > > Currently, we use workarounds for this - the easiest is to set > products > > stocks to very high values, like 9999, another one is commenting > lines > > of code. > > > > We ourselves are in this situation, and have at least 4 or 5 clients > > facing the same issue. > > > > What I have in mind is: the possibility for the admin user to set, > via > > Settings, that the company sells services. Then, checking one > checkbox, > > all quotes checkings get disabled. > > > > I'd love to see this on 5.2 :-) > > > > Carlo > > > > > > > > Prasad wrote: > > > Dear vtigers, > > > > > > We are looking for your advise on the following. Currently, when > an > > > invoice is saved, vtiger CRM deducts the items from the available > > stock > > > under Product Inventory. > > > > > > We are getting feedback on the blogs and the forums that this is > not > > > correct or not sufficient. We would like to get your views on > > this matter. > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/8220abd5/attachment.htm From j4c0b1 at gmail.com Thu Nov 6 08:01:52 2008 From: j4c0b1 at gmail.com (Cicero Jacobi Filho) Date: Thu, 6 Nov 2008 14:01:52 -0200 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811060628w7c4b4091u68e92e301e9f1c45@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> <4912E7B7.8040707@gnumerica.org> <39d18b250811060628w7c4b4091u68e92e301e9f1c45@mail.gmail.com> Message-ID: Hi All I my particular case i run on vtiger a SERVICE invoices, cotations and sales orders. I this cas the STOCK quantity is not relevant and i think it shoud have an option to NOT decrease the quantity. Think about.. Thanks -- Atenciosamente C?cero Jacobi Filho j4c0b1 at gmail.com 51-93350964 51-84566132 icq : 78883010 msn : cjacobi at hotmail.com gmail : j4c0b1 at gmail.com skype : cjacobi 2008/11/6 Prasad > Hi All, > > Thanks for all the feedback, keep continuing with it. > > We are brainstroming to comeup with a new model to achieve this inventory > handling > and keeping a watch on this thread too :) > > Regards, > Prasad > vtiger Team > > > On 11/6/08, carlo beschi wrote: >> >> Hi David, >> >> your suggestion is precious, as much as Kristof idea of using the NULL >> value for services. >> >> Having a checkbox/flag to say that a product is in fact a service seems >> to be a clean and smart solution. >> >> >> Carlo >> >> >> ps: sharing ideas is such a powerful mean of common growth ... let's use >> the tools we have (like this list, so silent at times :-) >> >> >> >> David V. wrote: >> > Hi Carlo, >> > >> > I like your idea, but why not make it even smarter by having a check box >> > in each product to select if this particular product is a service or >> not. >> > >> > David V. >> > >> > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > >> > > wrote: >> > >> > Hi Prasad, all you devs, >> > >> > I'll jump on the thread to say that we'd definitely like to have the >> > possibility to disable, from Settings, all Inventory Stock >> Checkings. >> > >> > If the company using vtiger sells services, there's no need to >> > set/update stocks. >> > >> > Currently, we use workarounds for this - the easiest is to set >> products >> > stocks to very high values, like 9999, another one is commenting >> lines >> > of code. >> > >> > We ourselves are in this situation, and have at least 4 or 5 clients >> > facing the same issue. >> > >> > What I have in mind is: the possibility for the admin user to set, >> via >> > Settings, that the company sells services. Then, checking one >> checkbox, >> > all quotes checkings get disabled. >> > >> > I'd love to see this on 5.2 :-) >> > >> > Carlo >> > >> > >> > >> > Prasad wrote: >> > > Dear vtigers, >> > > >> > > We are looking for your advise on the following. Currently, when >> an >> > > invoice is saved, vtiger CRM deducts the items from the available >> > stock >> > > under Product Inventory. >> > > >> > > We are getting feedback on the blogs and the forums that this is >> not >> > > correct or not sufficient. We would like to get your views on >> > this matter. >> > _______________________________________________ >> > Reach hundreds of potential candidates - http://jobs.vtiger.com >> > >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/3298c2a6/attachment-0001.htm From erical at lynxts.com Thu Nov 6 08:18:02 2008 From: erical at lynxts.com (Erica Lahoda) Date: Thu, 06 Nov 2008 08:18:02 -0800 Subject: [Vtigercrm-developers] vtigercrm-developers Digest, Vol 35, Issue 3 In-Reply-To: References: Message-ID: <491318BA.3050705@lynxts.com> I just wanted to toss in my 2 cents here too. A way to disable, or set the stock quantity to unlimited would be great. Our company provides mainly services, and I have been setting all the stock counts to 9999 for now, to get around the issues. Knowing how many hours of service I sell is handy but I can get that information other ways. vtigercrm-developers-request at lists.vtigercrm.com wrote: > Send vtigercrm-developers mailing list submissions to > vtigercrm-developers at lists.vtigercrm.com > > To subscribe or unsubscribe via the World Wide Web, visit > http://lists.vtigercrm.com/mailman/listinfo/vtigercrm-developers > or, via email, send a message with subject or body 'help' to > vtigercrm-developers-request at lists.vtigercrm.com > > You can reach the person managing the list at > vtigercrm-developers-owner at lists.vtigercrm.com > > When replying, please edit your Subject line so it is more specific > than "Re: Contents of vtigercrm-developers digest..." > > ------------------------------------------------------------------------ > > Today's Topics: > > 1. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) ( Krist?f KOV?CS ) > 2. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) (David V.) > 3. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) (carlo beschi) > 4. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) (Prasad) > 5. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) (Cicero Jacobi Filho) > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > "Krist?f KOV?CS" > Date: > Thu, 6 Nov 2008 12:37:05 +0100 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi, > > maybe an "unlimited" quantity would be a better, and technically not > much more complex solution (I'm thinking of NULL value). I guess most > companies are in the "gray" area between products and services, and > sell both types of product, for example, physical stuff, but also > extended warranties, or elevated support. You never run out of > sellable extended warranties. :) > > Kristof > > On Thu, Nov 6, 2008 at 12:10 PM, carlo beschi > wrote: > > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set > products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one > checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the > available stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on > this matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > "David V." > Date: > Thu, 6 Nov 2008 07:44:48 -0400 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi Carlo, > > I like your idea, but why not make it even smarter by having a check > box in each product to select if this particular product is a service > or not. > > David V. > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > wrote: > > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set > products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one > checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the > available stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on > this matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > carlo beschi > Date: > Thu, 06 Nov 2008 13:48:55 +0100 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi David, > > your suggestion is precious, as much as Kristof idea of using the NULL > value for services. > > Having a checkbox/flag to say that a product is in fact a service > seems to be a clean and smart solution. > > Carlo > > ps: sharing ideas is such a powerful mean of common growth ... let's > use the tools we have (like this list, so silent at times :-) > > > David V. wrote: >> Hi Carlo, >> >> I like your idea, but why not make it even smarter by having a check >> box in each product to select if this particular product is a service >> or not. >> >> David V. >> >> On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > > wrote: >> >> Hi Prasad, all you devs, >> >> I'll jump on the thread to say that we'd definitely like to have the >> possibility to disable, from Settings, all Inventory Stock >> Checkings. >> >> If the company using vtiger sells services, there's no need to >> set/update stocks. >> >> Currently, we use workarounds for this - the easiest is to set >> products >> stocks to very high values, like 9999, another one is commenting >> lines >> of code. >> >> We ourselves are in this situation, and have at least 4 or 5 clients >> facing the same issue. >> >> What I have in mind is: the possibility for the admin user to >> set, via >> Settings, that the company sells services. Then, checking one >> checkbox, >> all quotes checkings get disabled. >> >> I'd love to see this on 5.2 :-) >> >> Carlo >> >> >> >> Prasad wrote: >> > Dear vtigers, >> > >> > We are looking for your advise on the following. Currently, >> when an >> > invoice is saved, vtiger CRM deducts the items from the available >> stock >> > under Product Inventory. >> > >> > We are getting feedback on the blogs and the forums that this >> is not >> > correct or not sufficient. We would like to get your views on >> this matter. >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > Prasad > Date: > Thu, 6 Nov 2008 19:58:19 +0530 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi All, > > Thanks for all the feedback, keep continuing with it. > > We are brainstroming to comeup with a new model to achieve this > inventory handling > and keeping a watch on this thread too :) > > Regards, > Prasad > vtiger Team > > On 11/6/08, *carlo beschi* > wrote: > > Hi David, > > your suggestion is precious, as much as Kristof idea of using the NULL > value for services. > > Having a checkbox/flag to say that a product is in fact a service > seems > to be a clean and smart solution. > > > Carlo > > > ps: sharing ideas is such a powerful mean of common growth ... > let's use > the tools we have (like this list, so silent at times :-) > > > > David V. wrote: > > Hi Carlo, > > > > I like your idea, but why not make it even smarter by having a > check box > > in each product to select if this particular product is a > service or not. > > > > David V. > > > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > > > > >> wrote: > > > > Hi Prasad, all you devs, > > > > I'll jump on the thread to say that we'd definitely like to > have the > > possibility to disable, from Settings, all Inventory Stock > Checkings. > > > > If the company using vtiger sells services, there's no need to > > set/update stocks. > > > > Currently, we use workarounds for this - the easiest is to > set products > > stocks to very high values, like 9999, another one is > commenting lines > > of code. > > > > We ourselves are in this situation, and have at least 4 or 5 > clients > > facing the same issue. > > > > What I have in mind is: the possibility for the admin user > to set, via > > Settings, that the company sells services. Then, checking > one checkbox, > > all quotes checkings get disabled. > > > > I'd love to see this on 5.2 :-) > > > > Carlo > > > > > > > > Prasad wrote: > > > Dear vtigers, > > > > > > We are looking for your advise on the following. > Currently, when an > > > invoice is saved, vtiger CRM deducts the items from the > available > > stock > > > under Product Inventory. > > > > > > We are getting feedback on the blogs and the forums that > this is not > > > correct or not sufficient. We would like to get your views on > > this matter. > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > "Cicero Jacobi Filho" > Date: > Thu, 6 Nov 2008 14:01:52 -0200 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi All > > > I my particular case i run on vtiger a SERVICE invoices, cotations and > sales orders. > > I this cas the STOCK quantity is not relevant and i think it shoud > have an option to NOT decrease the quantity. > > Think about.. > > Thanks > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > > 2008/11/6 Prasad > > > Hi All, > > Thanks for all the feedback, keep continuing with it. > > We are brainstroming to comeup with a new model to achieve this > inventory handling > and keeping a watch on this thread too :) > > Regards, > Prasad > vtiger Team > > > On 11/6/08, *carlo beschi* > wrote: > > Hi David, > > your suggestion is precious, as much as Kristof idea of using > the NULL > value for services. > > Having a checkbox/flag to say that a product is in fact a > service seems > to be a clean and smart solution. > > > Carlo > > > ps: sharing ideas is such a powerful mean of common growth ... > let's use > the tools we have (like this list, so silent at times :-) > > > > David V. wrote: > > Hi Carlo, > > > > I like your idea, but why not make it even smarter by having > a check box > > in each product to select if this particular product is a > service or not. > > > > David V. > > > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > > > > >> > wrote: > > > > Hi Prasad, all you devs, > > > > I'll jump on the thread to say that we'd definitely like > to have the > > possibility to disable, from Settings, all Inventory > Stock Checkings. > > > > If the company using vtiger sells services, there's no > need to > > set/update stocks. > > > > Currently, we use workarounds for this - the easiest is > to set products > > stocks to very high values, like 9999, another one is > commenting lines > > of code. > > > > We ourselves are in this situation, and have at least 4 > or 5 clients > > facing the same issue. > > > > What I have in mind is: the possibility for the admin > user to set, via > > Settings, that the company sells services. Then, > checking one checkbox, > > all quotes checkings get disabled. > > > > I'd love to see this on 5.2 :-) > > > > Carlo > > > > > > > > Prasad wrote: > > > Dear vtigers, > > > > > > We are looking for your advise on the following. > Currently, when an > > > invoice is saved, vtiger CRM deducts the items from > the available > > stock > > > under Product Inventory. > > > > > > We are getting feedback on the blogs and the forums > that this is not > > > correct or not sufficient. We would like to get your > views on > > this matter. > > _______________________________________________ > > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > vtigercrm-developers mailing list > vtigercrm-developers at lists.vtigercrm.com > http://lists.vtigercrm.com/mailman/listinfo/vtigercrm-developers > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/9afb292a/attachment-0001.htm From dave at bruzergear.com Thu Nov 6 08:36:53 2008 From: dave at bruzergear.com (Dave Karlsven) Date: Thu, 6 Nov 2008 09:36:53 -0700 Subject: [Vtigercrm-developers] Inventory update post. Message-ID: <59ba97d80811060836s4689cb58heb642a32f3478d96@mail.gmail.com> I am not sure how to post my comment on the developers list, as I am new to the community, but hopefully this works. I think the biggest issue with the inventory is that as it stands right now, there is a potential of deducting more than you should on a sales order if you create more than one invoice for that sales order. That is the #1 problem that gets inventory off track with vtiger right now. No matter what you decide as to when the inventory is deducted, you have to make sure that it can only be deducted one time per sales order. It makes more sense to me to deduct the inventory by changing a status in the sales order OR the status in the Invoice to "Delivered" because it will fit any business model. The key is that you can't deduct from inventory twice for the same sales order. So if someone wants to mark an invoice as "Delivered" then it can deduct from inventory. If that same person on another sales order marks "Delivered" in the sales order status, then it would deduct from inventory. However, if that person has already marked a sales order as "Delivered" and deducted from inventory and then also marks their Invoice as "Delivered" then it should not allow them to deduct from inventory again. To take this concept further for more types of business models, you could also have a "Reserved" setting that deducts from inventory on both the sales order page or the invoice page. However once again, if the order is marked "Reserved" and inventory is deducted, then you have to make sure that when they mark "Delivered" as the status in the future, that it does not deduct more inventory. So I think the bottom line is this: Give more flexibility to all business models out there by having a "Delivered" and a "Reserved" status in both the Sales order and the Invoice, but only let inventory be deducted one time per sales order in the system. Once the inventory has been deducted from a sales order, it can not be deducted again for that sales order unless there is some kind of manual override to the system. As far as adding to inventory goes, I think you can take the same concept by allowing the sales order and invoice to have the status settings of "Returned" and "Canceled". When one of those is selected in either area, then it will add the inventory back into the system. However, make sure that once the inventory has been added to the system for a sales order, that it can not be added again if one of the settings is changed to the another. You could make it so someone changes a status to "Reserved" and inventory is deducted and then if the customer cancels you mark the status as "Canceled" and inventory is added back into the system, then if the customer changes their mind again and decides to purchase the order you can mark it as "Reserved" or "Delivered" and have the system deduct from inventory. The key here is that once inventory is deducted for a sales order, it must be added back into the system before it can be deducted again. An order history log could also be a nice thing to keep track of all this and make it nice for the user to view any modifications to the order by date. Hope this helps. Dave -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/738e68bb/attachment.htm From jcrisp at safeandsoundit.co.uk Thu Nov 6 08:55:58 2008 From: jcrisp at safeandsoundit.co.uk (John Crisp) Date: Thu, 06 Nov 2008 17:55:58 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Message-ID: <4913219E.9070300@safeandsoundit.co.uk> What about having a 'non-stock' box ? Sage etc do something similar. You could then add a service as a non-stock item ? Or maybe a couple of different 'product types' with some flexibility on how it manages stock depending on the type ? B. Rgds John From prasad at vtiger.com Thu Nov 6 09:34:15 2008 From: prasad at vtiger.com (Prasad) Date: Thu, 6 Nov 2008 23:04:15 +0530 Subject: [Vtigercrm-developers] Inventory update post. In-Reply-To: <59ba97d80811060836s4689cb58heb642a32f3478d96@mail.gmail.com> References: <59ba97d80811060836s4689cb58heb642a32f3478d96@mail.gmail.com> Message-ID: <39d18b250811060934w559638eavec8697ade2c3d99c@mail.gmail.com> Hi Dave, Thanks for the detailed feedback. Regards, Prasad vtiger Team On 11/6/08, Dave Karlsven wrote: > > I am not sure how to post my comment on the developers list, as I am new to > the community, but hopefully this works. > > I think the biggest issue with the inventory is that as it stands right > now, there is a potential of deducting more than you should on a sales order > if you create more than one invoice for that sales order. > > That is the #1 problem that gets inventory off track with vtiger right now. > > No matter what you decide as to when the inventory is deducted, you have > to make sure that it can only be deducted one time per sales order. > > It makes more sense to me to deduct the inventory by changing a status in > the sales order OR the status in the Invoice to "Delivered" because it will > fit any business model. > > The key is that you can't deduct from inventory twice for the same sales > order. > > So if someone wants to mark an invoice as "Delivered" then it can deduct > from inventory. > If that same person on another sales order marks "Delivered" in the sales > order status, then it would deduct from inventory. > > However, if that person has already marked a sales order as "Delivered" and > deducted from inventory and then also marks their Invoice as "Delivered" > then it should not allow them to deduct from inventory again. > > To take this concept further for more types of business models, you could > also have a "Reserved" setting that deducts from inventory on both the sales > order page or the invoice page. However once again, if the order is marked > "Reserved" and inventory is deducted, then you have to make sure that when > they mark "Delivered" as the status in the future, that it does not deduct > more inventory. > > So I think the bottom line is this: Give more flexibility to all business > models out there by having a "Delivered" and a "Reserved" status in both the > Sales order and the Invoice, but only let inventory be deducted one time per > sales order in the system. > Once the inventory has been deducted from a sales order, it can not be > deducted again for that sales order unless there is some kind of manual > override to the system. > > As far as adding to inventory goes, I think you can take the same concept > by allowing the sales order and invoice to have the status settings of > "Returned" and "Canceled". When one of those is selected in either area, > then it will add the inventory back into the system. However, make sure > that once the inventory has been added to the system for a sales order, that > it can not be added again if one of the settings is changed to the another. > > You could make it so someone changes a status to "Reserved" and inventory > is deducted and then if the customer cancels you mark the status as > "Canceled" and inventory is added back into the system, then if the customer > changes their mind again and decides to purchase the order you can mark it > as "Reserved" or "Delivered" and have the system deduct from inventory. > The key here is that once inventory is deducted for a sales order, it must > be added back into the system before it can be deducted again. > > An order history log could also be a nice thing to keep track of all this > and make it nice for the user to view any modifications to the order by > date. > > Hope this helps. > > Dave > > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/1a306f98/attachment.htm From j4c0b1 at gmail.com Thu Nov 6 11:01:51 2008 From: j4c0b1 at gmail.com (Cicero Jacobi Filho) Date: Thu, 6 Nov 2008 17:01:51 -0200 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4913219E.9070300@safeandsoundit.co.uk> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: Hey John Thats a real simple and nice idea!! -- Atenciosamente C?cero Jacobi Filho j4c0b1 at gmail.com 51-93350964 51-84566132 icq : 78883010 msn : cjacobi at hotmail.com gmail : j4c0b1 at gmail.com skype : cjacobi 2008/11/6 John Crisp > What about having a 'non-stock' box ? Sage etc do something similar. > > You could then add a service as a non-stock item ? > > Or maybe a couple of different 'product types' with some flexibility on > how it manages stock depending on the type ? > > B. Rgds > John > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/304cfd77/attachment.htm From asha at vtiger.com Fri Nov 7 07:36:16 2008 From: asha at vtiger.com (Asha) Date: Fri, 7 Nov 2008 21:06:16 +0530 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: Hi Carlo, John, Cicero, Kristof, David, Thanks for the input. 5.1 will allow users to specify Services under Products. We will provide a 'Product Type' pick list with 'Stock Item' and 'Non-Stock Item' as values. We are also planning on supporting Service Contracts. More on that in a future email! Thanks again for your suggestions. On 11/7/08, Cicero Jacobi Filho wrote: > > Hey John > > Thats a real simple and nice idea!! > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > > 2008/11/6 John Crisp > >> What about having a 'non-stock' box ? Sage etc do something similar. >> >> You could then add a service as a non-stock item ? >> >> Or maybe a couple of different 'product types' with some flexibility on >> how it manages stock depending on the type ? >> >> B. Rgds >> John >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Regards, Asha vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081107/5da0605d/attachment-0001.htm From kristof.kovacs at onlineprojects.hu Fri Nov 7 07:58:17 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Fri, 7 Nov 2008 16:58:17 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: Thnaks, Asha, Prasad, everybody! Keep up the good work! K. On Fri, Nov 7, 2008 at 4:36 PM, Asha wrote: > Hi Carlo, John, Cicero, Kristof, David, > > Thanks for the input. 5.1 will allow users to specify Services under > Products. We will provide a 'Product Type' pick list with 'Stock Item' and > 'Non-Stock Item' as values. We are also planning on supporting Service > Contracts. More on that in a future email! > > Thanks again for your suggestions. > > > On 11/7/08, Cicero Jacobi Filho wrote: >> >> Hey John >> >> Thats a real simple and nice idea!! >> >> >> -- >> Atenciosamente >> >> C?cero Jacobi Filho >> j4c0b1 at gmail.com >> 51-93350964 >> 51-84566132 >> icq : 78883010 >> msn : cjacobi at hotmail.com >> gmail : j4c0b1 at gmail.com >> skype : cjacobi >> >> 2008/11/6 John Crisp >> >>> What about having a 'non-stock' box ? Sage etc do something similar. >>> >>> You could then add a service as a non-stock item ? >>> >>> Or maybe a couple of different 'product types' with some flexibility on >>> how it manages stock depending on the type ? >>> >>> B. Rgds >>> John >>> _______________________________________________ >>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>> >> >> >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > -- > Regards, > Asha > vtiger Team > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081107/bf68be4d/attachment.htm From davidv.net at gmail.com Fri Nov 7 08:03:06 2008 From: davidv.net at gmail.com (David V.) Date: Fri, 7 Nov 2008 12:03:06 -0400 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: Thanks ! David V. On Fri, Nov 7, 2008 at 11:58 AM, Krist?f KOV?CS < kristof.kovacs at onlineprojects.hu> wrote: > Thnaks, Asha, Prasad, everybody! > Keep up the good work! > > K. > > > On Fri, Nov 7, 2008 at 4:36 PM, Asha wrote: > >> Hi Carlo, John, Cicero, Kristof, David, >> >> Thanks for the input. 5.1 will allow users to specify Services under >> Products. We will provide a 'Product Type' pick list with 'Stock Item' and >> 'Non-Stock Item' as values. We are also planning on supporting Service >> Contracts. More on that in a future email! >> >> Thanks again for your suggestions. >> >> >> On 11/7/08, Cicero Jacobi Filho wrote: >>> >>> Hey John >>> >>> Thats a real simple and nice idea!! >>> >>> >>> -- >>> Atenciosamente >>> >>> C?cero Jacobi Filho >>> j4c0b1 at gmail.com >>> 51-93350964 >>> 51-84566132 >>> icq : 78883010 >>> msn : cjacobi at hotmail.com >>> gmail : j4c0b1 at gmail.com >>> skype : cjacobi >>> >>> 2008/11/6 John Crisp >>> >>>> What about having a 'non-stock' box ? Sage etc do something similar. >>>> >>>> You could then add a service as a non-stock item ? >>>> >>>> Or maybe a couple of different 'product types' with some flexibility on >>>> how it manages stock depending on the type ? >>>> >>>> B. Rgds >>>> John >>>> _______________________________________________ >>>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>>> >>> >>> >>> >>> >>> _______________________________________________ >>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>> >> >> >> >> -- >> Regards, >> Asha >> vtiger Team >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081107/0b25bc26/attachment.htm From jcrisp at safeandsoundit.co.uk Fri Nov 7 14:45:02 2008 From: jcrisp at safeandsoundit.co.uk (John Crisp) Date: Fri, 07 Nov 2008 23:45:02 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: <4914C4EE.90109@safeandsoundit.co.uk> Asha wrote: > Hi Carlo, John, Cicero, Kristof, David, > > Thanks for the input. 5.1 will allow users to specify Services under > Products. We will provide a 'Product Type' pick list with 'Stock Item' > and 'Non-Stock Item' as values. We are also planning on supporting > Service Contracts. More on that in a future email! > > Thanks again for your suggestions. > Thanks for listening :-) From carloz at gnumerica.org Sun Nov 9 07:30:10 2008 From: carloz at gnumerica.org (carlo beschi) Date: Sun, 09 Nov 2008 16:30:10 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4914C4EE.90109@safeandsoundit.co.uk> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> <4914C4EE.90109@safeandsoundit.co.uk> Message-ID: <49170202.4010407@gnumerica.org> Hi, only to say "thanks for listening" as well. This thread goes into my "best practises" folder ;-) Carlo John Crisp wrote: > Asha wrote: >> Hi Carlo, John, Cicero, Kristof, David, >> >> Thanks for the input. 5.1 will allow users to specify Services under >> Products. We will provide a 'Product Type' pick list with 'Stock Item' >> and 'Non-Stock Item' as values. We are also planning on supporting >> Service Contracts. More on that in a future email! >> >> Thanks again for your suggestions. >> > > Thanks for listening :-) > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From quentusrex at gmail.com Mon Nov 10 17:41:00 2008 From: quentusrex at gmail.com (quentusrex) Date: Mon, 10 Nov 2008 17:41:00 -0800 Subject: [Vtigercrm-developers] Feature: Recurring Revenue Message-ID: <1226367660.29197.58.camel@quentusrex-desktop> Is there work already being done on the Recurring Revenue feature? If not has the feature already been designed, just not implemented? If not, who should I talk to about this feature? I want to get this feature implemented quickly and I'm willing to do all of the work if I can get some help on the proper vtiger way to implement the feature. I'd like something that would run as a cron job that would check every day to see all of the sales orders to see if they were marked as 'recurring' if so then check to see when the last invoice was generated. If the last invoice was more than a month ago, then generate an invoice, that needs to be approved by the sales person. Then the sales person approves the invoice, and sends it out. -William From quentusrex at gmail.com Mon Nov 10 18:14:58 2008 From: quentusrex at gmail.com (quentusrex) Date: Mon, 10 Nov 2008 18:14:58 -0800 Subject: [Vtigercrm-developers] Dashboard, or report to show total commissions Message-ID: <1226369698.29197.94.camel@quentusrex-desktop> I need a way to find out at the end of the month what the total commissions each sales person has earned. -William From brett.hooker at roarz.com Mon Nov 10 18:18:16 2008 From: brett.hooker at roarz.com (Brett Hooker) Date: Tue, 11 Nov 2008 12:18:16 +1000 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <1226367660.29197.58.camel@quentusrex-desktop> References: <1226367660.29197.58.camel@quentusrex-desktop> Message-ID: <4918EB68.5000905@roarz.com> William, We have been slowly working on something like this. We'd love to compare notes/design and work together to finish it off. We've built a new Recurring Products block on the Accounts screen. We've flagged some products as Recurring Products, and these products can be selected in the Recurring Products block. A cron job then generates invoices. We don't put an approval step in, as we have a lot of recurring products, and we want them to just go out. We've also been working on automatic overdue reminders in the same cron job. We'll compare our design with your design and let's continue the conversation. *Any others have input on this?* Thanks, Brett quentusrex wrote: > Is there work already being done on the Recurring Revenue feature? If > not has the feature already been designed, just not implemented? If not, > who should I talk to about this feature? I want to get this feature > implemented quickly and I'm willing to do all of the work if I can get > some help on the proper vtiger way to implement the feature. > > I'd like something that would run as a cron job that would check every > day to see all of the sales orders to see if they were marked as > 'recurring' if so then check to see when the last invoice was generated. > If the last invoice was more than a month ago, then generate an invoice, > that needs to be approved by the sales person. Then the sales person > approves the invoice, and sends it out. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081110/20f3468c/attachment-0001.htm From quentusrex at gmail.com Mon Nov 10 19:18:47 2008 From: quentusrex at gmail.com (quentusrex@gmail.com) Date: Tue, 11 Nov 2008 03:18:47 +0000 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <4918EB68.5000905@roarz.com> References: <1226367660.29197.58.camel@quentusrex-desktop><4918EB68.5000905@roarz.com> Message-ID: <1559776476-1226373471-cardhu_decombobulator_blackberry.rim.net-623461851-@bxe331.bisx.prod.on.blackberry> I would think that an approval step as an option would be very helpful. Especially for products that the price may change. -William Sent from my Verizon Wireless BlackBerry -----Original Message----- From: Brett Hooker Date: Tue, 11 Nov 2008 12:18:16 To: Subject: Re: [Vtigercrm-developers] Feature: Recurring Revenue _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com From joe at tsolucio.com Mon Nov 10 23:46:45 2008 From: joe at tsolucio.com (Joe Bordes) Date: Tue, 11 Nov 2008 08:46:45 +0100 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <1226367660.29197.58.camel@quentusrex-desktop> References: <1226367660.29197.58.camel@quentusrex-desktop> Message-ID: <49193865.1050406@tsolucio.com> Hi, We have this working using the SO as a template. http://vtiger-spain.com/wiki/doku.php?id=recurringbilling Joe TSolucio quentusrex escribi?: > Is there work already being done on the Recurring Revenue feature? If > not has the feature already been designed, just not implemented? If not, > who should I talk to about this feature? I want to get this feature > implemented quickly and I'm willing to do all of the work if I can get > some help on the proper vtiger way to implement the feature. > > I'd like something that would run as a cron job that would check every > day to see all of the sales orders to see if they were marked as > 'recurring' if so then check to see when the last invoice was generated. > If the last invoice was more than a month ago, then generate an invoice, > that needs to be approved by the sales person. Then the sales person > approves the invoice, and sends it out. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > From eugene.babiy at gmail.com Tue Nov 11 01:03:26 2008 From: eugene.babiy at gmail.com (Eugene Babiy) Date: Tue, 11 Nov 2008 11:03:26 +0200 Subject: [Vtigercrm-developers] Currency rates up to date Message-ID: <1226394206.8316.0.camel@eugene-laptop> Hi Guys. Is there plans to adopt a currency rate for date in near vTiger releases? For me it's very important because my national currency rate permanently varies to USD and EUR and that would be great to see the amount converted to my national currency from USD and EUR up to rates dates. Best regards, Eugene Babiy. -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/519fffed/attachment.htm From svk at vtiger.com Tue Nov 11 05:40:34 2008 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Tue, 11 Nov 2008 19:10:34 +0530 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <49193865.1050406@tsolucio.com> References: <1226367660.29197.58.camel@quentusrex-desktop> <49193865.1050406@tsolucio.com> Message-ID: <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> Hi, We intend to support Recurring invoices capability in 5.1. We plan to use an approach similar to the one taken by Joe. i.e., Use SalesOrder as a template and add a section to configure the recurring properties such as start period, end period and the frequency. When the recurring invoice is created by the system, the status will be set to 'Created' and an email alert can be sent to the owner. The owner can then change the status to 'Approved' Hope this approach fits the need for most clients. Please let us know your feedback. -Sreenivas (vtiger team) On Tue, Nov 11, 2008 at 1:16 PM, Joe Bordes wrote: > Hi, > > We have this working using the SO as a template. > > http://vtiger-spain.com/wiki/doku.php?id=recurringbilling > > Joe > TSolucio > > quentusrex escribi?: > > Is there work already being done on the Recurring Revenue feature? If > > not has the feature already been designed, just not implemented? If not, > > who should I talk to about this feature? I want to get this feature > > implemented quickly and I'm willing to do all of the work if I can get > > some help on the proper vtiger way to implement the feature. > > > > I'd like something that would run as a cron job that would check every > > day to see all of the sales orders to see if they were marked as > > 'recurring' if so then check to see when the last invoice was generated. > > If the last invoice was more than a month ago, then generate an invoice, > > that needs to be approved by the sales person. Then the sales person > > approves the invoice, and sends it out. > > > > -William > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/40b6aa56/attachment.htm From quentusrex at gmail.com Tue Nov 11 09:31:03 2008 From: quentusrex at gmail.com (quentusrex) Date: Tue, 11 Nov 2008 09:31:03 -0800 Subject: [Vtigercrm-developers] Sales person Commissions Message-ID: <1226424663.29197.1019.camel@quentusrex-desktop> Is there a report that shows the sales person commissions earned? I'm trying to set something up so that the sales staff get a percent of the gross margin as their commissions. I would like the feature to be able to go to the dashboard to see a report as to which sales teams, and/or which sales person has earned the highest amount of sales commissions. Also, a way to see the total amount of sales commissions earned. -William From quentusrex at gmail.com Tue Nov 11 09:31:58 2008 From: quentusrex at gmail.com (quentusrex) Date: Tue, 11 Nov 2008 09:31:58 -0800 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> References: <1226367660.29197.58.camel@quentusrex-desktop> <49193865.1050406@tsolucio.com> <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> Message-ID: <1226424718.29197.1022.camel@quentusrex-desktop> How can I get involved to test this code, or in any other way help this feature get released? If it won't be out until 5.1, then how do I get get 5.1 out quicker? -William On Tue, 2008-11-11 at 19:10 +0530, Sreenivas Kanumuru wrote: > Hi, > > We intend to support Recurring invoices capability in 5.1. We plan to > use an approach similar to the one taken by Joe. i.e., Use SalesOrder > as a template and add a section to configure the recurring properties > such as start period, end period and the frequency. When the recurring > invoice is created by the system, the status will be set to 'Created' > and an email alert can be sent to the owner. The owner can then > change the status to 'Approved' > > Hope this approach fits the need for most clients. Please let us know > your feedback. > > -Sreenivas (vtiger team) > > > > > > On Tue, Nov 11, 2008 at 1:16 PM, Joe Bordes wrote: > Hi, > > We have this working using the SO as a template. > > http://vtiger-spain.com/wiki/doku.php?id=recurringbilling > > Joe > TSolucio > > quentusrex escribi?: > > > Is there work already being done on the Recurring Revenue > feature? If > > not has the feature already been designed, just not > implemented? If not, > > who should I talk to about this feature? I want to get this > feature > > implemented quickly and I'm willing to do all of the work if > I can get > > some help on the proper vtiger way to implement the feature. > > > > I'd like something that would run as a cron job that would > check every > > day to see all of the sales orders to see if they were > marked as > > 'recurring' if so then check to see when the last invoice > was generated. > > If the last invoice was more than a month ago, then generate > an invoice, > > that needs to be approved by the sales person. Then the > sales person > > approves the invoice, and sends it out. > > > > -William > > > > _______________________________________________ > > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From j4c0b1 at gmail.com Tue Nov 11 11:49:19 2008 From: j4c0b1 at gmail.com (Cicero Jacobi Filho) Date: Tue, 11 Nov 2008 17:49:19 -0200 Subject: [Vtigercrm-developers] Sales person Commissions In-Reply-To: <1226424663.29197.1019.camel@quentusrex-desktop> References: <1226424663.29197.1019.camel@quentusrex-desktop> Message-ID: That's a real important thing to have, a must have. We are actually developing a commissions intelligence in CRM, just to have it automatically calculated. 2008/11/11 quentusrex > Is there a report that shows the sales person commissions earned? I'm > trying to set something up so that the sales staff get a percent of the > gross margin as their commissions. > > I would like the feature to be able to go to the dashboard to see a > report as to which sales teams, and/or which sales person has earned the > highest amount of sales commissions. Also, a way to see the total amount > of sales commissions earned. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Atenciosamente C?cero Jacobi Filho j4c0b1 at gmail.com 51-93350964 51-84566132 icq : 78883010 msn : cjacobi at hotmail.com gmail : j4c0b1 at gmail.com skype : cjacobi -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/15dabfd1/attachment-0001.htm From quentusrex at gmail.com Tue Nov 11 12:05:37 2008 From: quentusrex at gmail.com (quentusrex) Date: Tue, 11 Nov 2008 12:05:37 -0800 Subject: [Vtigercrm-developers] Sales person Commissions In-Reply-To: References: <1226424663.29197.1019.camel@quentusrex-desktop> Message-ID: <1226433937.29197.1179.camel@quentusrex-desktop> Right. So where can I start helping the development of this feature? For my system I would like to be able to set the commission rates on the products, and then when the sales order is written the sales person can easily see the total commission they will earn off of the sale, also what the commission rate is. So that they know by how much they can discount the product(the max of their commission). etc. My hope is to use a end of month report(that will calculate all the commissions earned by each sales person) to determine the winner of sales competitions. -William On Tue, 2008-11-11 at 17:49 -0200, Cicero Jacobi Filho wrote: > That's a real important thing to have, a must have. > > We are actually developing a commissions intelligence in CRM, just to > have it automatically calculated. > > > > 2008/11/11 quentusrex > Is there a report that shows the sales person commissions > earned? I'm > trying to set something up so that the sales staff get a > percent of the > gross margin as their commissions. > > I would like the feature to be able to go to the dashboard to > see a > report as to which sales teams, and/or which sales person has > earned the > highest amount of sales commissions. Also, a way to see the > total amount > of sales commissions earned. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From quentusrex at gmail.com Tue Nov 11 15:50:31 2008 From: quentusrex at gmail.com (quentusrex) Date: Tue, 11 Nov 2008 15:50:31 -0800 Subject: [Vtigercrm-developers] Sales person Commissions In-Reply-To: References: <1226424663.29197.1019.camel@quentusrex-desktop> Message-ID: <1226447431.9728.4.camel@quentusrex-desktop> Where is this feature located? Is it in the main source? or as a separate module/plugin? If it's in the main source, who's the lead developer for this feature? -William On Tue, 2008-11-11 at 17:49 -0200, Cicero Jacobi Filho wrote: > That's a real important thing to have, a must have. > > We are actually developing a commissions intelligence in CRM, just to > have it automatically calculated. > > > > 2008/11/11 quentusrex > Is there a report that shows the sales person commissions > earned? I'm > trying to set something up so that the sales staff get a > percent of the > gross margin as their commissions. > > I would like the feature to be able to go to the dashboard to > see a > report as to which sales teams, and/or which sales person has > earned the > highest amount of sales commissions. Also, a way to see the > total amount > of sales commissions earned. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From davidv.net at gmail.com Tue Nov 11 15:51:35 2008 From: davidv.net at gmail.com (David V.) Date: Tue, 11 Nov 2008 19:51:35 -0400 Subject: [Vtigercrm-developers] Currency rates up to date In-Reply-To: <1226394206.8316.0.camel@eugene-laptop> References: <1226394206.8316.0.camel@eugene-laptop> Message-ID: Eugene, Do you mean you want the rates to be changed automaticaly at a specific date ??? David V. On Tue, Nov 11, 2008 at 5:03 AM, Eugene Babiy wrote: > Hi Guys. > > Is there plans to adopt a currency rate for date in near vTiger releases? > For me it's very important because my national currency rate permanently > varies to USD and EUR and that would be great to see the amount converted to > my national currency from USD and EUR up to rates dates. > > Best regards, Eugene Babiy. > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/7744d305/attachment.htm From carloz at gnumerica.org Wed Nov 12 06:46:16 2008 From: carloz at gnumerica.org (carlo beschi) Date: Wed, 12 Nov 2008 15:46:16 +0100 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> References: <1226367660.29197.58.camel@quentusrex-desktop> <49193865.1050406@tsolucio.com> <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> Message-ID: <491AEC38.2070403@gnumerica.org> One more step in the right direction. :-) We'll be very happy to see this integrated. Carlo Sreenivas Kanumuru wrote: > Hi, > > We intend to support Recurring invoices capability in 5.1. We plan to > use an approach similar to the one taken by Joe. i.e., Use SalesOrder as > a template and add a section to configure the recurring properties such > as start period, end period and the frequency. When the recurring > invoice is created by the system, the status will be set to 'Created' > and an email alert can be sent to the owner. The owner can then change > the status to 'Approved' > > Hope this approach fits the need for most clients. Please let us know > your feedback. > > -Sreenivas (vtiger team) > > > > > > On Tue, Nov 11, 2008 at 1:16 PM, Joe Bordes > wrote: > > Hi, > > We have this working using the SO as a template. > > http://vtiger-spain.com/wiki/doku.php?id=recurringbilling > > Joe > TSolucio > > quentusrex escribi?: > > Is there work already being done on the Recurring Revenue feature? If > > not has the feature already been designed, just not implemented? > If not, > > who should I talk to about this feature? I want to get this feature > > implemented quickly and I'm willing to do all of the work if I > can get > > some help on the proper vtiger way to implement the feature. > > > > I'd like something that would run as a cron job that would check > every > > day to see all of the sales orders to see if they were marked as > > 'recurring' if so then check to see when the last invoice was > generated. > > If the last invoice was more than a month ago, then generate an > invoice, > > that needs to be approved by the sales person. Then the sales person > > approves the invoice, and sends it out. > > > > -William > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From brett.hooker at roarz.com Wed Nov 12 14:22:49 2008 From: brett.hooker at roarz.com (Brett Hooker) Date: Thu, 13 Nov 2008 08:22:49 +1000 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> References: <1226367660.29197.58.camel@quentusrex-desktop> <49193865.1050406@tsolucio.com> <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> Message-ID: <491B5739.6020605@roarz.com> Sreenivas, That'll be great! The requirement we're working to meet is as follows. An order comes in for a hosting account, multiple domain names, a payment gateway, and a SSL certificate. These items may be entered by a sales rep or an operator, whose time is precious, thus they need the quickest mechanism possible to enter these items. Each item is on its own recurring schedule, for example: - Hosting is monthly - Domain names are annual, or bi annual - SSL is annual - Payment gateway is annual Some of these items are included for free in the first cycle, e.g. domain name free for first year of service or first month of hosting is free. We achieve this be entering recurring properties against each line item. For the record, we capture the following attributes for recurring items: - Product (lookup to Product database) - Price (the amount to be charged on each anniversary) - First payment free (yes/no) - Extra details (text field that holds the descriptor of the recurring product, e.g. domain name, hosting account name, ssl cert domain, etc) - Status (active [paid], expired, unpaid, etc) - Next payment due date (calculated) - Cycle (monthly, quarterly, annual, bi-annual, etc) When these items arrive at their anniversary date, a single invoice is produced with all of the Accounts due recurring products on it. We do this in the cron job. I like the idea of this being raised on a sales order. In our case, we'd have to capture the recurring details for each product on each line item. We'd also have to provide a related list on the Accounts screen to show all recurring products for an Account, as we've found that customers purchase many of these items over time, and we need to be able to access all of them in a single place in summary form. (hence why we put this on the accounts screen in our case) We are yet to build a recurring products module, but we are planning on doing this. Again, this is to allow us to see the record of all recurring products in a single screen so that we can audit/manage/review all "live revenue" products through a single screen. It would be impractical for us to scan through sales orders, or a related list on each Account to do this. When we build the recurring products module, it might negate the need to enter these on a Sales Order, as we could do the Additions via the Recurring Products module. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Logan City Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre : Level 9, 12-13 Marine Parade Southport Qld 4215 /ROARZ will help you get your website up to date and keep it that way./ Sreenivas Kanumuru wrote: > Hi, > > We intend to support Recurring invoices capability in 5.1. We plan to > use an approach similar to the one taken by Joe. i.e., Use SalesOrder > as a template and add a section to configure the recurring properties > such as start period, end period and the frequency. When the recurring > invoice is created by the system, the status will be set to 'Created' > and an email alert can be sent to the owner. The owner can then > change the status to 'Approved' > > Hope this approach fits the need for most clients. Please let us know > your feedback. > > -Sreenivas (vtiger team) > > > > > > On Tue, Nov 11, 2008 at 1:16 PM, Joe Bordes > wrote: > > Hi, > > We have this working using the SO as a template. > > http://vtiger-spain.com/wiki/doku.php?id=recurringbilling > > Joe > TSolucio > > quentusrex escribi?: > > Is there work already being done on the Recurring Revenue > feature? If > > not has the feature already been designed, just not implemented? > If not, > > who should I talk to about this feature? I want to get this feature > > implemented quickly and I'm willing to do all of the work if I > can get > > some help on the proper vtiger way to implement the feature. > > > > I'd like something that would run as a cron job that would check > every > > day to see all of the sales orders to see if they were marked as > > 'recurring' if so then check to see when the last invoice was > generated. > > If the last invoice was more than a month ago, then generate an > invoice, > > that needs to be approved by the sales person. Then the sales person > > approves the invoice, and sends it out. > > > > -William > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081112/40a1a6c7/attachment-0001.htm -------------- next part -------------- A non-text attachment was scrubbed... Name: brett-hooker.jpg Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081112/40a1a6c7/brett-hooker-0001.jpg -------------- next part -------------- A non-text attachment was scrubbed... Name: ROARZ-Logo-screen-154.png Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081112/40a1a6c7/ROARZ-Logo-screen-154-0001.png From prasad at vtiger.com Thu Nov 13 07:38:45 2008 From: prasad at vtiger.com (Prasad) Date: Thu, 13 Nov 2008 21:08:45 +0530 Subject: [Vtigercrm-developers] vtiger CRM 5.0.4 Security Patch Release Message-ID: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> Dear vtigers, We have released a security patch for 5.0.4 that fixes the following security issues along with some critical bugs reported by the community. More details can be found in the release notes [VtigerCRM 5.0.4 SecurityPatch_ReleaseNotes ]. Security Issues:- 1. Local File Disclosure 2. Cross-Site Scripting 3. SQL injection Vulnerability 4. Arbitrary File Upload Trac Tickets:- #5235 : Patch Apply: Timeout settings need change #5255 : Cannot import more than 500 records #5307: Campaign Related info getting lost #5298 : File attachment download gets corrupted #5294 : Organization image upload issue # 5231: Webmail qualify issue # 5268: Homepage dashboard link showing incorrect data in list view #4847 : Problem in selecting users/groups/profiles from the roles and groups edit view #5393 : Not able to delete default profiles/roles/users We thank vtiger community for their support to detect the issues and help us resolve it. Special thanks to Mark Piper, Fabian Fingerele, and Different Solutions. *Patch Download:* The 5.0.4 Security patch download is available here: [ VtigerCRM5.0.4_SecurityPatch ] *NOTE:* You will need to unpack the zip into your vtiger CRM folder. We recommend you to take a backup of your directory first before you unpack the patch. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/efb6675f/attachment.htm From svk at vtiger.com Thu Nov 13 10:12:21 2008 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Thu, 13 Nov 2008 23:42:21 +0530 Subject: [Vtigercrm-developers] Service Contracts Message-ID: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Hi vtigers, As we mentioned earlier, we will be supporting non-stockable (services) and stockable items (physical items) under Inventory products module. To take our new love for services further, we will be supporting Recurring Invoices and Service Contracts. We see these as two different things. Let me explain: - Recurring Invoices: Invoices will be created automatically at the configured frequency. To support Recurring invoices, we plan to add a new section in the Sales Order to capture - Start and End period - Frequency (yearly, monthly) - Service Contracts: Helps track professional and support service agreements. Service contracts are done at an item level in the Invoice. A Service contract could have the following fields. - associated with *Account* - *Start Date, End Date, Tracking Unit *[Hours, Days, Incidents], *Total Units, Available Units*. (ex: our Level 2 Support for small client is restricted to 4 tickets) - is linked to Trouble ticket module. Each trouble ticket closed should automatically decrement the counter or the available hours. - alert the client when limit is getting close. - We can provide a button for each service line item in an invoice to create a service contract. Before moving ahead, we would like to hear from you. - Is Service contracts module useful? - Do you have any suggestions to improve upon the above defined capability in Service Contracts? We are wary of the Service Contracts exploding into a major piece of work, for example to help with SLA compliance..etc. We would like to keep this to a limited scope for now. Please share your feedback. thanks, Sreenivas -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/e08ff1a9/attachment.htm From quentusrex at gmail.com Thu Nov 13 11:24:30 2008 From: quentusrex at gmail.com (quentusrex) Date: Thu, 13 Nov 2008 11:24:30 -0800 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Message-ID: <1226604270.9728.8.camel@quentusrex-desktop> I think they are both a great idea. For the Recurring Invoice feature, also add quarterly. I would say that the focus should be on the recurring invoice feature over the Service Contract feature. -William On Thu, 2008-11-13 at 23:42 +0530, Sreenivas Kanumuru wrote: > > Hi vtigers, > > As we mentioned earlier, we will be supporting non-stockable > (services) and stockable items (physical items) under Inventory > products module. To take our new love for services further, we will be > supporting Recurring Invoices and Service Contracts. We see these as > two different things. Let me explain: > * Recurring Invoices: Invoices will be created automatically at > the configured frequency. To support Recurring invoices, we > plan to add a new section in the Sales Order to capture > * Start and End period > * Frequency (yearly, monthly) > * Service Contracts: Helps track professional and support > service agreements. Service contracts are done at an item > level in the Invoice. A Service contract could have the > following fields. > * associated with Account > * Start Date, End Date, Tracking Unit [Hours, Days, > Incidents], Total Units, Available Units. (ex: our > Level 2 Support for small client is restricted to 4 > tickets) > * is linked to Trouble ticket module. Each trouble > ticket closed should automatically decrement the > counter or the available hours. > * alert the client when limit is getting close. > * We can provide a button for each service line item in > an invoice to create a service contract. > Before moving ahead, we would like to hear from you. > * Is Service contracts module useful? > * Do you have any suggestions to improve upon the above defined > capability in Service Contracts? > We are wary of the Service Contracts exploding into a major piece of > work, for example to help with SLA compliance..etc. We would like to > keep this to a limited scope for now. > > Please share your feedback. > > thanks, > Sreenivas > > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From quentusrex at gmail.com Thu Nov 13 12:19:30 2008 From: quentusrex at gmail.com (quentusrex) Date: Thu, 13 Nov 2008 12:19:30 -0800 Subject: [Vtigercrm-developers] Feature request: One click update, and one click install of new modules Message-ID: <1226607570.9728.10.camel@quentusrex-desktop> It would be very handy to be able to auto upgrade vtiger from within the admin panel. The FreePBX software has the ability to do one click installs based on a php project. -William From davidv.net at gmail.com Thu Nov 13 13:03:36 2008 From: davidv.net at gmail.com (David V.) Date: Thu, 13 Nov 2008 17:03:36 -0400 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: <1226604270.9728.8.camel@quentusrex-desktop> References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> <1226604270.9728.8.camel@quentusrex-desktop> Message-ID: Sreenivas, We sell space on our servers and we charge our customers monthly. Do you think we could you use this system to automaticaly make an invoice each month for each account based on how much space they currently use ? We already have a cron that updates a custom field in Accounts with the space used by each account. Let's say customer A has 5Gig this month, and customer B has 7Gig. Let's say we already have a product called "Giga Byte". Will we be able to use the information in our custom field as the quantity in the invoice ? So we the system would make an invoice for customer A with 5 * "Giga Byte" and another invoice for customer B with 7 * "Giga Byte" Thank you for all the work you guys are doing and for this great CRM. David V. On Thu, Nov 13, 2008 at 3:24 PM, quentusrex wrote: > I think they are both a great idea. For the Recurring Invoice feature, > also add quarterly. I would say that the focus should be on the > recurring invoice feature over the Service Contract feature. > > -William > > On Thu, 2008-11-13 at 23:42 +0530, Sreenivas Kanumuru wrote: > > > > Hi vtigers, > > > > As we mentioned earlier, we will be supporting non-stockable > > (services) and stockable items (physical items) under Inventory > > products module. To take our new love for services further, we will be > > supporting Recurring Invoices and Service Contracts. We see these as > > two different things. Let me explain: > > * Recurring Invoices: Invoices will be created automatically at > > the configured frequency. To support Recurring invoices, we > > plan to add a new section in the Sales Order to capture > > * Start and End period > > * Frequency (yearly, monthly) > > * Service Contracts: Helps track professional and support > > service agreements. Service contracts are done at an item > > level in the Invoice. A Service contract could have the > > following fields. > > * associated with Account > > * Start Date, End Date, Tracking Unit [Hours, Days, > > Incidents], Total Units, Available Units. (ex: our > > Level 2 Support for small client is restricted to 4 > > tickets) > > * is linked to Trouble ticket module. Each trouble > > ticket closed should automatically decrement the > > counter or the available hours. > > * alert the client when limit is getting close. > > * We can provide a button for each service line item in > > an invoice to create a service contract. > > Before moving ahead, we would like to hear from you. > > * Is Service contracts module useful? > > * Do you have any suggestions to improve upon the above defined > > capability in Service Contracts? > > We are wary of the Service Contracts exploding into a major piece of > > work, for example to help with SLA compliance..etc. We would like to > > keep this to a limited scope for now. > > > > Please share your feedback. > > > > thanks, > > Sreenivas > > > > > > > > > > > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/c658eaa8/attachment-0001.htm From davidv.net at gmail.com Thu Nov 13 13:06:22 2008 From: davidv.net at gmail.com (David V.) Date: Thu, 13 Nov 2008 17:06:22 -0400 Subject: [Vtigercrm-developers] Feature request: One click update, and one click install of new modules In-Reply-To: <1226607570.9728.10.camel@quentusrex-desktop> References: <1226607570.9728.10.camel@quentusrex-desktop> Message-ID: I also vote for this feature. Now that we have customs modules support and an API it should be much easier to auto upgrage Vtiger without destroying every customization made before. David V. On Thu, Nov 13, 2008 at 4:19 PM, quentusrex wrote: > It would be very handy to be able to auto upgrade vtiger from within the > admin panel. The FreePBX software has the ability to do one click > installs based on a php project. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/93f43788/attachment.htm From asha at vtiger.com Thu Nov 13 13:50:55 2008 From: asha at vtiger.com (Asha) Date: Fri, 14 Nov 2008 03:20:55 +0530 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Message-ID: Hi Sreenivas, I am not sure if the following line was by mistake or intended :- To support Recurring invoices, we plan to add a new section in the Sales Order to capture -> Did you really mean that we will capture this information in Sales Order or you actually meant Invoice? On 11/13/08, Sreenivas Kanumuru wrote: > > > Hi vtigers, > > As we mentioned earlier, we will be supporting non-stockable (services) and > stockable items (physical items) under Inventory products module. To take > our new love for services further, we will be supporting Recurring Invoices > and Service Contracts. We see these as two different things. Let me explain: > > > - Recurring Invoices: Invoices will be created automatically at the > configured frequency. To support Recurring invoices, we plan to add a new > section in the Sales Order to capture > - Start and End period > - Frequency (yearly, monthly) > - Service Contracts: Helps track professional and support service > agreements. Service contracts are done at an item level in the Invoice. A > Service contract could have the following fields. > - associated with *Account* > - *Start Date, End Date, Tracking Unit *[Hours, Days, Incidents], *Total > Units, Available Units*. (ex: our Level 2 Support for small client > is restricted to 4 tickets) > - is linked to Trouble ticket module. Each trouble ticket closed > should automatically decrement the counter or the available hours. > - alert the client when limit is getting close. > - We can provide a button for each service line item in an invoice > to create a service contract. > > Before moving ahead, we would like to hear from you. > > - Is Service contracts module useful? > - Do you have any suggestions to improve upon the above defined > capability in Service Contracts? > > We are wary of the Service Contracts exploding into a major piece of work, > for example to help with SLA compliance..etc. We would like to keep this to > a limited scope for now. > > Please share your feedback. > > thanks, > Sreenivas > > > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Regards, Asha vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/ef5c4faa/attachment.htm From svk at vtiger.com Thu Nov 13 19:56:36 2008 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Fri, 14 Nov 2008 09:26:36 +0530 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Message-ID: <370368f40811131956h1592157ei6696e1a53a2166d4@mail.gmail.com> Hi Asha, Based on the feedback, Sales Order seems to be a better place to capture the recurring information for the invoices. For ex, a client could order a service for 5 years, and it will be billed on an annual basis. So the order information will be captured in the Sales Order, and the invoice will be raised annually. -Sreenivas On Fri, Nov 14, 2008 at 3:20 AM, Asha wrote: > Hi Sreenivas, > > I am not sure if the following line was by mistake or intended :- > To support Recurring invoices, we plan to add a new section in the Sales > Order to capture > -> Did you really mean that we will capture this information in Sales Order > or you actually meant Invoice? > > On 11/13/08, Sreenivas Kanumuru wrote: > >> >> Hi vtigers, >> >> As we mentioned earlier, we will be supporting non-stockable (services) >> and stockable items (physical items) under Inventory products module. To >> take our new love for services further, we will be supporting Recurring >> Invoices and Service Contracts. We see these as two different things. Let me >> explain: >> >> - Recurring Invoices: Invoices will be created automatically at the >> configured frequency. To support Recurring invoices, we plan to add a new >> section in the Sales Order to capture >> - Start and End period >> - Frequency (yearly, monthly) >> - Service Contracts: Helps track professional and support service >> agreements. Service contracts are done at an item level in the Invoice. A >> Service contract could have the following fields. >> - associated with *Account* >> - *Start Date, End Date, Tracking Unit *[Hours, Days, Incidents], *Total >> Units, Available Units*. (ex: our Level 2 Support for small client >> is restricted to 4 tickets) >> - is linked to Trouble ticket module. Each trouble ticket closed >> should automatically decrement the counter or the available hours. >> - alert the client when limit is getting close. >> - We can provide a button for each service line item in an invoice >> to create a service contract. >> >> Before moving ahead, we would like to hear from you. >> >> - Is Service contracts module useful? >> - Do you have any suggestions to improve upon the above defined >> capability in Service Contracts? >> >> We are wary of the Service Contracts exploding into a major piece of work, >> for example to help with SLA compliance..etc. We would like to keep this to >> a limited scope for now. >> >> Please share your feedback. >> >> thanks, >> Sreenivas >> >> >> >> >> >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > -- > Regards, > Asha > vtiger Team > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/3cecab61/attachment.htm From tzenk at gmx.net Thu Nov 13 22:54:38 2008 From: tzenk at gmx.net (Torsten Zenk) Date: Fri, 14 Nov 2008 07:54:38 +0100 Subject: [Vtigercrm-developers] vtiger CRM 5.0.4 Security Patch Release In-Reply-To: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> References: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> Message-ID: <491D20AE.2010606@gmx.net> Hi everybody, be aware that with this security patch you override some modifications made to root files. I just experienced an error after applying the sec patch with the only plugin that i have installed, the vical1.1 plugin. So i don?t know if this is an issue with other plugins. The export .ics file gets printed out within the browser instead of being putted out as a downloadable vtiger-calendar.zip Doing a diff between the involved files showed me that these changes have to be made if you already have the vical plugin installed andf then apply the sceurity patch. The changes have to be made to 1 file out of those who come with vical1.1.zip: ----------------------------------------- in index.php (vTiger 5.04 + vical, no sec patch) these lines are not there anymore in the new index.php after applying the security patch so these code changes have to be made manually: 304 + ereg("^iCalExport",$action) || 331 + ereg("^iCalExport",$action) || 338 - if(ereg("^downloadfile", $action) || ereg("^fieldtypes",$action) || ereg("^mailmergedownloadfile",$action)|| ereg("^get_img",$action)) 338 + if(ereg("^iCalExport", $action) || ereg("^downloadfile", $action) || ereg("^fieldtypes",$action) || ereg("^mailmergedownloadfile",$action)|| ereg("^get_img",$action)) ---------------------------------------- I guess this procedure has to be done with every single plugin that was added BEFORE the security patch? Is there something like a "general" way to apply vTiger ROOT patches (like this one) without destroying the plugin modifications or is the only way to apply the patch to do the manual changes on every single file that was realesed with the sec patch? Best Regards Torsten Zenk Prasad schrieb: > Dear vtigers, > > We have released a security patch for 5.0.4 that fixes the following > security issues along with some critical bugs reported by the community. > > More details can be found in the release notes [VtigerCRM 5.0.4 > SecurityPatch_ReleaseNotes > ]. > > Security Issues:- > 1. Local File Disclosure > 2. Cross-Site Scripting > 3. SQL injection Vulnerability > 4. Arbitrary File Upload > > Trac Tickets:- > #5235 : Patch Apply: > Timeout settings need change > #5255 : Cannot import > more than 500 records > #5307: Campaign > Related info getting lost > #5298 : File attachment > download gets corrupted > #5294 : Organization > image upload issue > # 5231: > Webmail qualify issue > # 5268: > Homepage dashboard link showing incorrect data in list view > #4847 : Problem in > selecting users/groups/profiles from the roles and groups edit view > #5393 : Not able to > delete default profiles/roles/users > > We thank vtiger community for their support to detect the issues and help us > resolve it. Special thanks to Mark Piper, Fabian Fingerele, and Different > Solutions. > > *Patch Download:* > The 5.0.4 Security patch download is available here: [ > VtigerCRM5.0.4_SecurityPatch > ] > > *NOTE:* You will need to unpack the zip into your vtiger CRM folder. We > recommend you to take a backup of your directory first before you unpack the > patch. > Regards, > Prasad > vtiger Team > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/14657e03/attachment-0001.htm From asha at vtiger.com Thu Nov 13 23:28:30 2008 From: asha at vtiger.com (Asha) Date: Fri, 14 Nov 2008 12:58:30 +0530 Subject: [Vtigercrm-developers] vtiger CRM 5.0.4 Security Patch Release In-Reply-To: <491D20AE.2010606@gmx.net> References: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> <491D20AE.2010606@gmx.net> Message-ID: Hi All, Those who are doing code modifications or applying other patches on 5.0.4, may face problem when they directly unzip the patch. Please refer to the following link, which will give you the diff of the changes required for security patch: http://trac.vtiger.com/cgi-bin/trac.cgi/changeset?old_path=vtigercrm%2Fbranches%2F5.1&old=12169&new_path=vtigercrm%2Fbranches%2F5.1&new=12170 You can download the diff from there and apply the diff on your source. On 11/14/08, Torsten Zenk wrote: > > Hi everybody, > be aware that with this security patch you override some modifications made > to root files. I just experienced an error after applying the sec patch > with the only plugin that i have installed, the vical1.1 plugin. > So i don?t know if this is an issue with other plugins. > The export .ics file gets printed out within the browser instead of being > putted out as a downloadable vtiger-calendar.zip > Doing a diff between the involved files showed me that these changes have > to be made if you already have the vical plugin installed andf then apply > the sceurity patch. > The changes have to be made to 1 file out of those who come with > vical1.1.zip: > > ----------------------------------------- > in index.php (vTiger 5.04 + vical, no sec patch) these lines are not there > anymore in the new index.php after applying the security patch so these code > changes have to be made manually: > > 304 + ereg("^iCalExport",$action) || > 331 + ereg("^iCalExport",$action) || > 338 - if(ereg("^downloadfile", $action) || ereg("^fieldtypes",$action) > || ereg("^mailmergedownloadfile",$action)|| ereg("^get_img",$action)) > 338 + if(ereg("^iCalExport", $action) || ereg("^downloadfile", $action) > || ereg("^fieldtypes",$action) || ereg("^mailmergedownloadfile",$action)|| > ereg("^get_img",$action)) > > ---------------------------------------- > > I guess this procedure has to be done with every single plugin that was > added BEFORE the security patch? > > Is there something like a "general" way to apply vTiger ROOT patches (like > this one) without destroying the plugin modifications or is the only way to > apply the patch to do the manual changes on every single file that was > realesed with the sec patch? > > Best Regards > Torsten Zenk > > > > Prasad schrieb: > > Dear vtigers, > > We have released a security patch for 5.0.4 that fixes the following > security issues along with some critical bugs reported by the community. > > More details can be found in the release notes [VtigerCRM 5.0.4 > SecurityPatch_ReleaseNotes > ]. > > Security Issues:- > 1. Local File Disclosure > 2. Cross-Site Scripting > 3. SQL injection Vulnerability > 4. Arbitrary File Upload > > Trac Tickets:- > #5235 : Patch Apply: > Timeout settings need change > #5255 : Cannot import > more than 500 records > #5307: Campaign > Related info getting lost > #5298 : File attachment > download gets corrupted > #5294 : Organization > image upload issue > # 5231 : > Webmail qualify issue > # 5268 : > Homepage dashboard link showing incorrect data in list view > #4847 : Problem in > selecting users/groups/profiles from the roles and groups edit view > #5393 : Not able to > delete default profiles/roles/users > > We thank vtiger community for their support to detect the issues and help us > resolve it. Special thanks to Mark Piper, Fabian Fingerele, and Different > Solutions. > > *Patch Download:* > The 5.0.4 Security patch download is available here: [ > VtigerCRM5.0.4_SecurityPatch > ] > > *NOTE:* You will need to unpack the zip into your vtiger CRM folder. We > recommend you to take a backup of your directory first before you unpack the > patch. > Regards, > Prasad > vtiger Team > > ------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Regards, Asha vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/a3fa8305/attachment.htm From stevens at techtron.co.za Fri Nov 14 01:01:17 2008 From: stevens at techtron.co.za (Steven Sher) Date: Fri, 14 Nov 2008 11:01:17 +0200 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Message-ID: <4F1442F9EA0AE440ADDBB36DBC59591A244CCE@techserver.Techtron.local> Service contracts would be an excellent feature, look forward to the implementation. Steve From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of Sreenivas Kanumuru Sent: 13 November 2008 08:12 PM To: vtigercrm-developers at lists.vtigercrm.com Subject: [Vtigercrm-developers] Service Contracts Hi vtigers, As we mentioned earlier, we will be supporting non-stockable (services) and stockable items (physical items) under Inventory products module. To take our new love for services further, we will be supporting Recurring Invoices and Service Contracts. We see these as two different things. Let me explain: * Recurring Invoices: Invoices will be created automatically at the configured frequency. To support Recurring invoices, we plan to add a new section in the Sales Order to capture * Start and End period * Frequency (yearly, monthly) * Service Contracts: Helps track professional and support service agreements. Service contracts are done at an item level in the Invoice. A Service contract could have the following fields. * associated with Account * Start Date, End Date, Tracking Unit [Hours, Days, Incidents], Total Units, Available Units. (ex: our Level 2 Support for small client is restricted to 4 tickets) * is linked to Trouble ticket module. Each trouble ticket closed should automatically decrement the counter or the available hours. * alert the client when limit is getting close. * We can provide a button for each service line item in an invoice to create a service contract. Before moving ahead, we would like to hear from you. * Is Service contracts module useful? * Do you have any suggestions to improve upon the above defined capability in Service Contracts? We are wary of the Service Contracts exploding into a major piece of work, for example to help with SLA compliance..etc. We would like to keep this to a limited scope for now. Please share your feedback. thanks, Sreenivas -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081114/091992c4/attachment-0001.htm From asha at vtiger.com Fri Nov 14 02:51:24 2008 From: asha at vtiger.com (Asha) Date: Fri, 14 Nov 2008 16:21:24 +0530 Subject: [Vtigercrm-developers] vtiger CRM 5.0.4 Security Patch Release In-Reply-To: References: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> <491D20AE.2010606@gmx.net> Message-ID: Hi All, Please refer to the following link for the diff, instead of the one I had sent earlier : http://trac.vtiger.com/cgi-bin/trac.cgi/changeset?old_path=vtigercrm%2Fbranches%2F5.0.4&old=12052&new_path=vtigercrm%2Fbranches%2F5.0.4&new=12177 Previous one was w.r.t 5.1.0, so you may have some issues while applying the patch or the diff. So please refer to the new link which is w.r.t 5.0.4 On 11/14/08, Asha wrote: > > Hi All, > > Those who are doing code modifications or applying other patches on 5.0.4, > may face problem when they directly unzip the patch. > > Please refer to the following link, which will give you the diff of the > changes required for security patch: > > http://trac.vtiger.com/cgi-bin/trac.cgi/changeset?old_path=vtigercrm%2Fbranches%2F5.1&old=12169&new_path=vtigercrm%2Fbranches%2F5.1&new=12170 > > You can download the diff from there and apply the diff on your source. > > On 11/14/08, Torsten Zenk wrote: >> >> Hi everybody, >> be aware that with this security patch you override some modifications >> made to root files. I just experienced an error after applying the sec >> patch with the only plugin that i have installed, the vical1.1 plugin. >> So i don?t know if this is an issue with other plugins. >> The export .ics file gets printed out within the browser instead of being >> putted out as a downloadable vtiger-calendar.zip >> Doing a diff between the involved files showed me that these changes have >> to be made if you already have the vical plugin installed andf then apply >> the sceurity patch. >> The changes have to be made to 1 file out of those who come with >> vical1.1.zip: >> >> ----------------------------------------- >> in index.php (vTiger 5.04 + vical, no sec patch) these lines are not there >> anymore in the new index.php after applying the security patch so these code >> changes have to be made manually: >> >> 304 + ereg("^iCalExport",$action) || >> 331 + ereg("^iCalExport",$action) || >> 338 - if(ereg("^downloadfile", $action) || ereg("^fieldtypes",$action) >> || ereg("^mailmergedownloadfile",$action)|| ereg("^get_img",$action)) >> 338 + if(ereg("^iCalExport", $action) || ereg("^downloadfile", $action) >> || ereg("^fieldtypes",$action) || ereg("^mailmergedownloadfile",$action)|| >> ereg("^get_img",$action)) >> >> ---------------------------------------- >> >> I guess this procedure has to be done with every single plugin that was >> added BEFORE the security patch? >> >> Is there something like a "general" way to apply vTiger ROOT patches (like >> this one) without destroying the plugin modifications or is the only way to >> apply the patch to do the manual changes on every single file that was >> realesed with the sec patch? >> >> Best Regards >> Torsten Zenk >> >> >> >> Prasad schrieb: >> >> Dear vtigers, >> >> We have released a security patch for 5.0.4 that fixes the following >> security issues along with some critical bugs reported by the community. >> >> More details can be found in the release notes [VtigerCRM 5.0.4 >> >> SecurityPatch_ReleaseNotes >> >> ]. >> >> Security Issues:- >> 1. Local File Disclosure >> 2. Cross-Site Scripting >> 3. SQL injection Vulnerability >> 4. Arbitrary File Upload >> >> Trac Tickets:- >> #5235 : Patch Apply: >> >> Timeout settings need change >> #5255 : Cannot import >> >> more than 500 records >> #5307: Campaign >> >> Related info getting lost >> #5298 : File attachment >> >> download gets corrupted >> #5294 : Organization >> >> image upload issue >> # 5231 : >> >> Webmail qualify issue >> # 5268 : >> >> Homepage dashboard link showing incorrect data in list view >> #4847 : Problem in >> >> selecting users/groups/profiles from the roles and groups edit view >> #5393 : Not able to >> >> delete default profiles/roles/users >> >> We thank vtiger community for their support to detect the issues and help us >> resolve it. Special thanks to Mark Piper, Fabian Fingerele, and Different >> Solutions. >> >> *Patch Download:* >> >> The 5.0.4 Security patch download is available here: [ >> VtigerCRM5.0.4_SecurityPatch >> >> ] >> >> *NOTE:* You will need to unpack the zip into your vtiger CRM folder. We >> recommend you to take a backup of your directory first before you unpack the >> patch. >> Regards, >> Prasad >> vtiger Team >> >> ------------------------------ >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > -- > Regards, > Asha > vtiger Team -- Regards, Asha vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081114/54eed4b8/attachment.htm From prasad at vtiger.com Mon Nov 17 20:37:06 2008 From: prasad at vtiger.com (Prasad) Date: Tue, 18 Nov 2008 10:07:06 +0530 Subject: [Vtigercrm-developers] vtiger CRM Web Services Client Library Message-ID: <39d18b250811172037q49743f22g608e2ff9458c6e96@mail.gmail.com> Dear Team, vtwcslib-v1.1 is now released! This release includes offline client example written using Javascript web services library and Google Gears. Downloads available here: http://forge.vtiger.com/frs/?group_id=181&release_id=468 Keep us posted with your feedback to take Webservice API's forward. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081117/b7da1318/attachment.htm From libregeek at gmail.com Wed Nov 19 02:07:11 2008 From: libregeek at gmail.com (Manilal K M) Date: Wed, 19 Nov 2008 15:37:11 +0530 Subject: [Vtigercrm-developers] TSolucio Project Management Module Message-ID: <2315046d0811190207t39691434lb7d918593755ade5@mail.gmail.com> Hello all, I was delighted to know that Tsolucio has been developing a Project Management(PM) module in vtiger-5. I have checked the vtiger forge site(http://forge.vtiger.com/projects/tsprojects) and downloaded the testing source available. However, it's based on an older version of vtiger(5.0.0) which has known conflicts with the DateTime class in PHP-5.2. I would like to know whether this project has any releases for the latest stable release of vtiger(5.0.4)? I understand that the PM module is bundled with the vtiger core in the available package. is it possible to get this module files alone so that I can integrate it to vtiger-5.0.4. Thanks in advance -- Manilal K M : ???????? ?? ??. http://libregeek.blogspot.com From libregeek at gmail.com Wed Nov 19 02:22:04 2008 From: libregeek at gmail.com (Manilal K M) Date: Wed, 19 Nov 2008 15:52:04 +0530 Subject: [Vtigercrm-developers] Suggestions for Vtiger Website Message-ID: <2315046d0811190222v1e84c6d7t2470a68061237352@mail.gmail.com> Hello all, I have two suggestions about the vtiger website: 1.As some of you are aware, the vtiger developer mailing list is being archived in marc.info. It may be helpful for the developers if the webmasters could add a hyper link to http://marc.info/?l=vtigercrm-developers in the community page. 2. I understand that vtiger is using Joomla! as the Content Management System. It may be nice if you could add an attribution to Joomla!, which is also an Open Source Project. regards -- Manilal K M : ???????? ?? ??. http://libregeek.blogspot.com From joe at tsolucio.com Wed Nov 19 03:16:32 2008 From: joe at tsolucio.com (Joe Bordes) Date: Wed, 19 Nov 2008 12:16:32 +0100 Subject: [Vtigercrm-developers] TSolucio Project Management Module In-Reply-To: <2315046d0811190207t39691434lb7d918593755ade5@mail.gmail.com> References: <2315046d0811190207t39691434lb7d918593755ade5@mail.gmail.com> Message-ID: <1227093392.4996.5.camel@joesunix.int> Hi, I am sorry to say that this module has been discontinued. At the moment there is no plan to finish it. We are open to proposals, but take into consideration that Different Solution does have a working PM module and we are covering the needs of most people that need project control with trouble tickets enhancements. Contact me if you think we can help you in any way. Regards, Joe TSolucio El mi?, 19-11-2008 a las 15:37 +0530, Manilal K M escribi?: > Hello all, > I was delighted to know that Tsolucio has been developing a Project > Management(PM) module in vtiger-5. I have checked the vtiger forge > site(http://forge.vtiger.com/projects/tsprojects) and downloaded the > testing source available. However, it's based on an older version of > vtiger(5.0.0) which has known conflicts with the DateTime class in > PHP-5.2. > > I would like to know whether this project has any releases for the > latest stable release of vtiger(5.0.4)? I understand that the PM > module is bundled with the vtiger core in the available package. is it > possible to get this module files alone so that I can integrate it to > vtiger-5.0.4. > > Thanks in advance From libregeek at gmail.com Wed Nov 19 03:15:41 2008 From: libregeek at gmail.com (Manilal K M) Date: Wed, 19 Nov 2008 16:45:41 +0530 Subject: [Vtigercrm-developers] TSolucio Project Management Module In-Reply-To: <1227093392.4996.5.camel@joesunix.int> References: <2315046d0811190207t39691434lb7d918593755ade5@mail.gmail.com> <1227093392.4996.5.camel@joesunix.int> Message-ID: <2315046d0811190315x18db7648od01f1e337a5d705b@mail.gmail.com> Thanks Joe for your valuable reply. I have tested DSproject and it seems that it doesn't have all the features that I need. The tsproject screenshots provided at the vtiger forge are very impressive. I will discuss this matter with my client and let you know if I can help with this project. regards -- Manilal K M : ???????? ?? ??. http://libregeek.blogspot.com 2008/11/19 Joe Bordes : > Hi, > > I am sorry to say that this module has been discontinued. At the moment > there is no plan to finish it. We are open to proposals, but take into > consideration that Different Solution does have a working PM module and > we are covering the needs of most people that need project control with > trouble tickets enhancements. > > Contact me if you think we can help you in any way. > > Regards, Joe > TSolucio > > El mi?, 19-11-2008 a las 15:37 +0530, Manilal K M escribi?: >> Hello all, >> I was delighted to know that Tsolucio has been developing a Project >> Management(PM) module in vtiger-5. I have checked the vtiger forge >> site(http://forge.vtiger.com/projects/tsprojects) and downloaded the >> testing source available. However, it's based on an older version of >> vtiger(5.0.0) which has known conflicts with the DateTime class in >> PHP-5.2. >> >> I would like to know whether this project has any releases for the >> latest stable release of vtiger(5.0.4)? I understand that the PM >> module is bundled with the vtiger core in the available package. is it >> possible to get this module files alone so that I can integrate it to >> vtiger-5.0.4. >> >> Thanks in advance > > From j4c0b1 at gmail.com Wed Nov 19 05:29:06 2008 From: j4c0b1 at gmail.com (Cicero Jacobi Filho) Date: Wed, 19 Nov 2008 11:29:06 -0200 Subject: [Vtigercrm-developers] TSolucio Project Management Module In-Reply-To: <2315046d0811190315x18db7648od01f1e337a5d705b@mail.gmail.com> References: <2315046d0811190207t39691434lb7d918593755ade5@mail.gmail.com> <1227093392.4996.5.camel@joesunix.int> <2315046d0811190315x18db7648od01f1e337a5d705b@mail.gmail.com> Message-ID: Hi all I?m using DSPROJECT to maintain information and CONTROL over the projects integrated with tickets in Vtiger CRm 5.0.4 and it works FINE! Our service area responsible for deployng and project control uses another stuffs to help in planning and estimations. by -- Atenciosamente C?cero Jacobi Filho j4c0b1 at gmail.com 51-93350964 51-84566132 icq : 78883010 msn : cjacobi at hotmail.com gmail : j4c0b1 at gmail.com skype : cjacobi 2008/11/19 Manilal K M > Thanks Joe for your valuable reply. I have tested DSproject and it > seems that it doesn't have all the features that I need. The > tsproject screenshots provided at the vtiger forge are very > impressive. I will discuss this matter with my client and let you know > if I can help with this project. > > regards > -- > Manilal K M : ???????? ?? ??. > http://libregeek.blogspot.com > > > > 2008/11/19 Joe Bordes : > > Hi, > > > > I am sorry to say that this module has been discontinued. At the moment > > there is no plan to finish it. We are open to proposals, but take into > > consideration that Different Solution does have a working PM module and > > we are covering the needs of most people that need project control with > > trouble tickets enhancements. > > > > Contact me if you think we can help you in any way. > > > > Regards, Joe > > TSolucio > > > > El mi?, 19-11-2008 a las 15:37 +0530, Manilal K M escribi?: > >> Hello all, > >> I was delighted to know that Tsolucio has been developing a Project > >> Management(PM) module in vtiger-5. I have checked the vtiger forge > >> site(http://forge.vtiger.com/projects/tsprojects) and downloaded the > >> testing source available. However, it's based on an older version of > >> vtiger(5.0.0) which has known conflicts with the DateTime class in > >> PHP-5.2. > >> > >> I would like to know whether this project has any releases for the > >> latest stable release of vtiger(5.0.4)? I understand that the PM > >> module is bundled with the vtiger core in the available package. is it > >> possible to get this module files alone so that I can integrate it to > >> vtiger-5.0.4. > >> > >> Thanks in advance > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081119/aefcee4e/attachment.htm From david.takacs at cafeopen.eu Mon Nov 24 05:02:15 2008 From: david.takacs at cafeopen.eu (=?UTF-8?Q?Tak=C3=A1cs,_D=C3=A1vid?=) Date: Mon, 24 Nov 2008 14:02:15 +0100 Subject: [Vtigercrm-developers] vtiger parts refactored Message-ID: <93fc8c070811240502j6faf0372gb2b6ebc475e19ebb@mail.gmail.com> Dear vtiger developers, during our medium-sized customizing project we ended up with some refactored parts of vtiger 5.0.4., mainly the Calendar and CustomView modules, and their smarty templates. The need for this was to make them more flexible, for further development. The interface of the modules did not change (ie. the name of the included files and templates and the request params they use), so it is easy to switch to them. Besides the cleaner code, the changes cause increased performance: faster responses, and less memory used. The project produced some enhancements in the module functionalities as well, for example: 'task lists' or a hierarchy of activities, custom action buttons in listviews, spreadsheet-like filters for listviews, color-coded calendar and activity listviews, simplified (one-level) main menu for users with highly restricted access, and so on. These are available in the refactored code. We would be happy to make our version accessible to the vtiger users and developers, as a contribution. Since these are major changes, it is a must to reach wider consensus among the active developers. So is this mail. I would really appreciate your opinions, best regards, David Takacs Caf?Open development From prasad at vtiger.com Mon Nov 24 05:12:34 2008 From: prasad at vtiger.com (Prasad) Date: Mon, 24 Nov 2008 18:42:34 +0530 Subject: [Vtigercrm-developers] vtiger parts refactored In-Reply-To: <93fc8c070811240502j6faf0372gb2b6ebc475e19ebb@mail.gmail.com> References: <93fc8c070811240502j6faf0372gb2b6ebc475e19ebb@mail.gmail.com> Message-ID: <39d18b250811240512mc5f5109j9343f6254f070ede@mail.gmail.com> Hi David, Glad to hear about the news. Your idea of sharing the code with our community is great. Keep us posted with the changes and having some documentation on the changes will be good too. Regards, Prasad vtiger Team On 11/24/08, Tak?cs, D?vid wrote: > > Dear vtiger developers, > > during our medium-sized customizing project we ended up with some > refactored parts of vtiger 5.0.4., mainly the Calendar and CustomView > modules, and their smarty templates. The need for this was to make > them more flexible, for further development. The interface of the > modules did not change (ie. the name of the included files and > templates and the request params they use), so it is easy to switch to > them. Besides the cleaner code, the changes cause increased > performance: faster responses, and less memory used. > > The project produced some enhancements in the module functionalities > as well, for example: 'task lists' or a hierarchy of activities, > custom action buttons in listviews, spreadsheet-like filters for > listviews, color-coded calendar and activity listviews, simplified > (one-level) main menu for users with highly restricted access, and so > on. These are available in the refactored code. > > We would be happy to make our version accessible to the vtiger users > and developers, as a contribution. Since these are major changes, it > is a must to reach wider consensus among the active developers. So is > this mail. > > I would really appreciate your opinions, > best regards, > > David Takacs > Caf?Open development > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/65e08c73/attachment.htm From kristof.kovacs at onlineprojects.hu Mon Nov 24 06:36:28 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Mon, 24 Nov 2008 15:36:28 +0100 Subject: [Vtigercrm-developers] A translation question (i18n) Message-ID: Hello Tigers, I was talking with D?vid of CafeOpen about vTiger translations, and there is one issue which my team often faces with, and this is word order. Let me illustrate it with an example (using German instead of Hungarian to make it more clear, but the concept is the same). For example, in ActivityEditView.tpl there is the following code: 'Contact', 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%s %s", // Very simple format string, no surprise here [...] And in german, it would be: [...] 'LBL_ADD_NEW' = 'Hinzuf?gen', 'Contact' => 'Kontakt', 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%2$s %1$s", // Notice how I used "1$" and "2$" to access arguments in different order [...] I don't feel it elegant enough (but more elegant than the original), so comments, suggestions, ideas, better solutions are very much welcome. Please all brainstorm this ever the next coffee. :o) Krist?f -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/3895a7df/attachment-0001.htm From kristof.kovacs at onlineprojects.hu Mon Nov 24 06:40:02 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Mon, 24 Nov 2008 15:40:02 +0100 Subject: [Vtigercrm-developers] A translation question (i18n) In-Reply-To: References: Message-ID: ...and sorry for the much-more-than-usual typo count :) K. On Mon, Nov 24, 2008 at 3:36 PM, Krist?f KOV?CS < kristof.kovacs at onlineprojects.hu> wrote: > Hello Tigers, > I was talking with D?vid of CafeOpen about vTiger translations, and there > is one issue which my team often faces with, and this is word order. Let me > illustrate it with an example (using German instead of Hungarian to make it > more clear, but the concept is the same). > > For example, in ActivityEditView.tpl there is the following code: > > > And this shows a button called "Add Contact". It seems all well since > "$APP.LBL_ADD_NEW" is "Add" and "$APP.Contact" is "Contact". > > But "Add Contact" in German is "Kontakt hinzuf?gen" (notice that the words > are in a different order). Now we have a problem since "{$APP.LBL_ADD_NEW} > {$APP.Contact}" can not be forced to display this, and saying "hinzuf?gen > Kontakt" does not sound quite right (it sounds very bad indeed). > > Translation quirks can circumvent some of such problems (one could write > "Neue Contact"), but often these strings are reused at other parts of the > code, and fixing it in one place often destroys grammar at other places. > > One idea would be to use printf()-like format strings to correct such > issues, even if it may require an introduction of a now Smarty function. I'm > thinking along the lines of something like this: > > {a_smarty_printf_function > $APP.ADD_NEW_SOMETHING_FORMATSTRING, $APP.LBL_ADD_NEW, $APP.Contact} > > Then, in english, the .lang file would read: > [...] > 'LBL_ADD_NEW' = 'Add', > 'Contact' => 'Contact', > 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%s %s", // Very simple format string, > no surprise here > [...] > > And in german, it would be: > [...] > 'LBL_ADD_NEW' = 'Hinzuf?gen', > 'Contact' => 'Kontakt', > 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%2$s %1$s", // Notice how I used "1$" > and "2$" to access arguments in different order > [...] > > I don't feel it elegant enough (but more elegant than the original), so > comments, suggestions, ideas, better solutions are very much welcome. Please > all brainstorm this ever the next coffee. :o) > > Krist?f > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/97242c08/attachment.htm From prasad at vtiger.com Mon Nov 24 06:52:04 2008 From: prasad at vtiger.com (Prasad) Date: Mon, 24 Nov 2008 20:22:04 +0530 Subject: [Vtigercrm-developers] A translation question (i18n) In-Reply-To: References: Message-ID: <39d18b250811240652o5ebdb662x2f34ef71bf550481@mail.gmail.com> Hi Kristof, This issues has been brought up earlier as well. To make the translation clean up all-over the product it could take more effort both in terms of development and validation. Currently we are focusing on getting in new features as we go along we can better plan for language cleanup's as well. This give us more focused work items. We would appreciate community help in identifying such language or translation issues. Regards, Prasad On 11/24/08, Krist?f KOV?CS wrote: > > Hello Tigers, > I was talking with D?vid of CafeOpen about vTiger translations, and there > is one issue which my team often faces with, and this is word order. Let me > illustrate it with an example (using German instead of Hungarian to make it > more clear, but the concept is the same). > > For example, in ActivityEditView.tpl there is the following code: > > > And this shows a button called "Add Contact". It seems all well since > "$APP.LBL_ADD_NEW" is "Add" and "$APP.Contact" is "Contact". > > But "Add Contact" in German is "Kontakt hinzuf?gen" (notice that the words > are in a different order). Now we have a problem since "{$APP.LBL_ADD_NEW} > {$APP.Contact}" can not be forced to display this, and saying "hinzuf?gen > Kontakt" does not sound quite right (it sounds very bad indeed). > > Translation quirks can circumvent some of such problems (one could write > "Neue Contact"), but often these strings are reused at other parts of the > code, and fixing it in one place often destroys grammar at other places. > > One idea would be to use printf()-like format strings to correct such > issues, even if it may require an introduction of a now Smarty function. I'm > thinking along the lines of something like this: > > {a_smarty_printf_function > $APP.ADD_NEW_SOMETHING_FORMATSTRING, $APP.LBL_ADD_NEW, $APP.Contact} > > Then, in english, the .lang file would read: > [...] > 'LBL_ADD_NEW' = 'Add', > 'Contact' => 'Contact', > 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%s %s", // Very simple format string, > no surprise here > [...] > > And in german, it would be: > [...] > 'LBL_ADD_NEW' = 'Hinzuf?gen', > 'Contact' => 'Kontakt', > 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%2$s %1$s", // Notice how I used "1$" > and "2$" to access arguments in different order > [...] > > I don't feel it elegant enough (but more elegant than the original), so > comments, suggestions, ideas, better solutions are very much welcome. Please > all brainstorm this ever the next coffee. :o) > > Krist?f > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/734cffa3/attachment.htm From kristof.kovacs at onlineprojects.hu Mon Nov 24 07:06:53 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Mon, 24 Nov 2008 16:06:53 +0100 Subject: [Vtigercrm-developers] A translation question (i18n) In-Reply-To: <39d18b250811240652o5ebdb662x2f34ef71bf550481@mail.gmail.com> References: <39d18b250811240652o5ebdb662x2f34ef71bf550481@mail.gmail.com> Message-ID: Hello Prasad, thanks for your answer! Of course, I don't wish to force a language cleanup on your team. :) I'm merely thinking about developing the foundation, the infrastructure for such a change, and then, I hope, individual translators of different languages would do the modifications in both the TPL and the language files. I would certainly do our own part, Hungarian translation requires different word order at several places. But I want to discuss the concepts with you guys, since for such a change, it requires consensus (I also would like to hear opinions from veteran translators of the project). Also it would be very bad if our development tree would diverge from yours, both in terms of maintenance (for us), and in opportunity lost (for everybody). Prasad, we all know and trust you as one of the best core developers, so just one question: what do You say, just from the top of your head, would there be any better solution for the problem, or should we go think forward with the "added-Smarty-printf-function" solution? (Would you accept into the codebase the patches we would be starting to send in of modified TPL files and language files?) Krist?f On Mon, Nov 24, 2008 at 3:52 PM, Prasad wrote: > Hi Kristof, > > This issues has been brought up earlier as well. To make the translation > clean up all-over the product it could > take more effort both in terms of development and validation. Currently we > are focusing on getting in new features > as we go along we can better plan for language cleanup's as well. This give > us more focused work items. > > We would appreciate community help in identifying such language or > translation issues. > > Regards, > Prasad > > On 11/24/08, Krist?f KOV?CS wrote: > >> Hello Tigers, >> I was talking with D?vid of CafeOpen about vTiger translations, and there >> is one issue which my team often faces with, and this is word order. Let me >> illustrate it with an example (using German instead of Hungarian to make it >> more clear, but the concept is the same). >> >> For example, in ActivityEditView.tpl there is the following code: >> >> > >> And this shows a button called "Add Contact". It seems all well since >> "$APP.LBL_ADD_NEW" is "Add" and "$APP.Contact" is "Contact". >> >> But "Add Contact" in German is "Kontakt hinzuf?gen" (notice that the words >> are in a different order). Now we have a problem since "{$APP.LBL_ADD_NEW} >> {$APP.Contact}" can not be forced to display this, and saying "hinzuf?gen >> Kontakt" does not sound quite right (it sounds very bad indeed). >> >> Translation quirks can circumvent some of such problems (one could write >> "Neue Contact"), but often these strings are reused at other parts of the >> code, and fixing it in one place often destroys grammar at other places. >> >> One idea would be to use printf()-like format strings to correct such >> issues, even if it may require an introduction of a now Smarty function. I'm >> thinking along the lines of something like this: >> >> {a_smarty_printf_function >> $APP.ADD_NEW_SOMETHING_FORMATSTRING, $APP.LBL_ADD_NEW, $APP.Contact} >> >> Then, in english, the .lang file would read: >> [...] >> 'LBL_ADD_NEW' = 'Add', >> 'Contact' => 'Contact', >> 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%s %s", // Very simple format >> string, no surprise here >> [...] >> >> And in german, it would be: >> [...] >> 'LBL_ADD_NEW' = 'Hinzuf?gen', >> 'Contact' => 'Kontakt', >> 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%2$s %1$s", // Notice how I used >> "1$" and "2$" to access arguments in different order >> [...] >> >> I don't feel it elegant enough (but more elegant than the original), so >> comments, suggestions, ideas, better solutions are very much welcome. Please >> all brainstorm this ever the next coffee. :o) >> >> Krist?f >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/147a3488/attachment-0001.htm From prasad at vtiger.com Mon Nov 24 07:25:30 2008 From: prasad at vtiger.com (Prasad) Date: Mon, 24 Nov 2008 20:55:30 +0530 Subject: [Vtigercrm-developers] A translation question (i18n) In-Reply-To: References: <39d18b250811240652o5ebdb662x2f34ef71bf550481@mail.gmail.com> Message-ID: <39d18b250811240725o785394c0p6103efc12abd14b8@mail.gmail.com> Hi Kristof, I would suggest not adding too much hack to any Smarty functions it will pose difficulty to upgrade the library later. Coming up with context based language keys is a way to go (as I can think of now). We need to clean up TPL files in the beginning and add required language translation key this will make sure other language translators put in proper values based on the context. Regards, Prasad vtiger Team On 11/24/08, Krist?f KOV?CS wrote: > > Hello Prasad, > thanks for your answer! Of course, I don't wish to force a language cleanup > on your team. :) I'm merely thinking about developing the foundation, the > infrastructure for such a change, and then, I hope, individual translators > of different languages would do the modifications in both the TPL and the > language files. I would certainly do our own part, Hungarian translation > requires different word order at several places. > > But I want to discuss the concepts with you guys, since for such a change, > it requires consensus (I also would like to hear opinions from veteran > translators of the project). Also it would be very bad if our development > tree would diverge from yours, both in terms of maintenance (for us), and in > opportunity lost (for everybody). > > Prasad, we all know and trust you as one of the best core developers, so > just one question: what do You say, just from the top of your head, would > there be any better solution for the problem, or should we go think forward > with the "added-Smarty-printf-function" solution? (Would you accept into the > codebase the patches we would be starting to send in of modified TPL files > and language files?) > > Krist?f > > On Mon, Nov 24, 2008 at 3:52 PM, Prasad wrote: > >> Hi Kristof, >> >> This issues has been brought up earlier as well. To make the translation >> clean up all-over the product it could >> take more effort both in terms of development and validation. Currently we >> are focusing on getting in new features >> as we go along we can better plan for language cleanup's as well. This >> give us more focused work items. >> >> We would appreciate community help in identifying such language or >> translation issues. >> >> Regards, >> Prasad >> >> On 11/24/08, Krist?f KOV?CS wrote: >> >>> Hello Tigers, >>> I was talking with D?vid of CafeOpen about vTiger translations, and there >>> is one issue which my team often faces with, and this is word order. Let me >>> illustrate it with an example (using German instead of Hungarian to make it >>> more clear, but the concept is the same). >>> >>> For example, in ActivityEditView.tpl there is the following code: >>> >>> >> >>> And this shows a button called "Add Contact". It seems all well since >>> "$APP.LBL_ADD_NEW" is "Add" and "$APP.Contact" is "Contact". >>> >>> But "Add Contact" in German is "Kontakt hinzuf?gen" (notice that the >>> words are in a different order). Now we have a problem since >>> "{$APP.LBL_ADD_NEW} {$APP.Contact}" can not be forced to display this, and >>> saying "hinzuf?gen Kontakt" does not sound quite right (it sounds very bad >>> indeed). >>> >>> Translation quirks can circumvent some of such problems (one could write >>> "Neue Contact"), but often these strings are reused at other parts of the >>> code, and fixing it in one place often destroys grammar at other places. >>> >>> One idea would be to use printf()-like format strings to correct such >>> issues, even if it may require an introduction of a now Smarty function. I'm >>> thinking along the lines of something like this: >>> >>> {a_smarty_printf_function >>> $APP.ADD_NEW_SOMETHING_FORMATSTRING, $APP.LBL_ADD_NEW, $APP.Contact} >>> >>> Then, in english, the .lang file would read: >>> [...] >>> 'LBL_ADD_NEW' = 'Add', >>> 'Contact' => 'Contact', >>> 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%s %s", // Very simple format >>> string, no surprise here >>> [...] >>> >>> And in german, it would be: >>> [...] >>> 'LBL_ADD_NEW' = 'Hinzuf?gen', >>> 'Contact' => 'Kontakt', >>> 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%2$s %1$s", // Notice how I used >>> "1$" and "2$" to access arguments in different order >>> [...] >>> >>> I don't feel it elegant enough (but more elegant than the original), so >>> comments, suggestions, ideas, better solutions are very much welcome. Please >>> all brainstorm this ever the next coffee. :o) >>> >>> Krist?f >>> >>> _______________________________________________ >>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>> >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/ec55fbcc/attachment.htm From kristof.kovacs at onlineprojects.hu Mon Nov 24 07:34:00 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Mon, 24 Nov 2008 16:34:00 +0100 Subject: [Vtigercrm-developers] A translation question (i18n) In-Reply-To: <39d18b250811240725o785394c0p6103efc12abd14b8@mail.gmail.com> References: <39d18b250811240652o5ebdb662x2f34ef71bf550481@mail.gmail.com> <39d18b250811240725o785394c0p6103efc12abd14b8@mail.gmail.com> Message-ID: Hi, Smarty is theoretically extensible, I'm thinking about using Smarty.register_function(...), not hacking into the Smarty base, of course. :) Maybe something more general like {vtiger_translate $APP.ADD_NEW $APP.Contact} and 'Contact' => 'Contact', 'ADD_NEW' => 'Add %s', 'Contact' => 'Kontakt', 'ADD_NEW' => '%s Hinzuf?gen', What would you think? (In the process, introducing new context based (not reused) keys is also a must-have, just as you say.) Krist?f On Mon, Nov 24, 2008 at 4:25 PM, Prasad wrote: > Hi Kristof, > > I would suggest not adding too much hack to any Smarty functions it will > pose difficulty to upgrade the library later. > > Coming up with context based language keys is a way to go (as I can think > of now). > We need to clean up TPL files in the beginning and add required language > translation key this will make sure other > language translators put in proper values based on the context. > > Regards, > Prasad > vtiger Team > > > On 11/24/08, Krist?f KOV?CS wrote: >> >> Hello Prasad, >> thanks for your answer! Of course, I don't wish to force a language >> cleanup on your team. :) I'm merely thinking about developing the >> foundation, the infrastructure for such a change, and then, I hope, >> individual translators of different languages would do the modifications in >> both the TPL and the language files. I would certainly do our own part, >> Hungarian translation requires different word order at several places. >> >> But I want to discuss the concepts with you guys, since for such a change, >> it requires consensus (I also would like to hear opinions from veteran >> translators of the project). Also it would be very bad if our development >> tree would diverge from yours, both in terms of maintenance (for us), and in >> opportunity lost (for everybody). >> >> Prasad, we all know and trust you as one of the best core developers, so >> just one question: what do You say, just from the top of your head, would >> there be any better solution for the problem, or should we go think forward >> with the "added-Smarty-printf-function" solution? (Would you accept into the >> codebase the patches we would be starting to send in of modified TPL files >> and language files?) >> >> Krist?f >> >> On Mon, Nov 24, 2008 at 3:52 PM, Prasad wrote: >> >>> Hi Kristof, >>> >>> This issues has been brought up earlier as well. To make the translation >>> clean up all-over the product it could >>> take more effort both in terms of development and validation. Currently >>> we are focusing on getting in new features >>> as we go along we can better plan for language cleanup's as well. This >>> give us more focused work items. >>> >>> We would appreciate community help in identifying such language or >>> translation issues. >>> >>> Regards, >>> Prasad >>> >>> On 11/24/08, Krist?f KOV?CS wrote: >>> >>>> Hello Tigers, >>>> I was talking with D?vid of CafeOpen about vTiger translations, and >>>> there is one issue which my team often faces with, and this is word order. >>>> Let me illustrate it with an example (using German instead of Hungarian to >>>> make it more clear, but the concept is the same). >>>> >>>> For example, in ActivityEditView.tpl there is the following code: >>>> >>>> >>> >>>> And this shows a button called "Add Contact". It seems all well since >>>> "$APP.LBL_ADD_NEW" is "Add" and "$APP.Contact" is "Contact". >>>> >>>> But "Add Contact" in German is "Kontakt hinzuf?gen" (notice that the >>>> words are in a different order). Now we have a problem since >>>> "{$APP.LBL_ADD_NEW} {$APP.Contact}" can not be forced to display this, and >>>> saying "hinzuf?gen Kontakt" does not sound quite right (it sounds very bad >>>> indeed). >>>> >>>> Translation quirks can circumvent some of such problems (one could write >>>> "Neue Contact"), but often these strings are reused at other parts of the >>>> code, and fixing it in one place often destroys grammar at other places. >>>> >>>> One idea would be to use printf()-like format strings to correct such >>>> issues, even if it may require an introduction of a now Smarty function. I'm >>>> thinking along the lines of something like this: >>>> >>>> {a_smarty_printf_function >>>> $APP.ADD_NEW_SOMETHING_FORMATSTRING, $APP.LBL_ADD_NEW, $APP.Contact} >>>> >>>> Then, in english, the .lang file would read: >>>> [...] >>>> 'LBL_ADD_NEW' = 'Add', >>>> 'Contact' => 'Contact', >>>> 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%s %s", // Very simple format >>>> string, no surprise here >>>> [...] >>>> >>>> And in german, it would be: >>>> [...] >>>> 'LBL_ADD_NEW' = 'Hinzuf?gen', >>>> 'Contact' => 'Kontakt', >>>> 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%2$s %1$s", // Notice how I used >>>> "1$" and "2$" to access arguments in different order >>>> [...] >>>> >>>> I don't feel it elegant enough (but more elegant than the original), so >>>> comments, suggestions, ideas, better solutions are very much welcome. Please >>>> all brainstorm this ever the next coffee. :o) >>>> >>>> Krist?f >>>> >>>> _______________________________________________ >>>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>>> >>> >>> >>> _______________________________________________ >>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>> >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/df88a3b8/attachment-0001.htm From brian at pr2k.com Mon Nov 24 10:32:39 2008 From: brian at pr2k.com (Brian Laughlin) Date: Mon, 24 Nov 2008 10:32:39 -0800 Subject: [Vtigercrm-developers] vtiger parts refactored In-Reply-To: <39d18b250811240512mc5f5109j9343f6254f070ede@mail.gmail.com> Message-ID: Thanks David for the contribution! _____ From: Prasad [mailto:prasad at vtiger.com] Sent: Monday, November 24, 2008 5:13 AM To: vtigercrm-developers at lists.vtigercrm.com Subject: Re: [Vtigercrm-developers] vtiger parts refactored Hi David, Glad to hear about the news. Your idea of sharing the code with our community is great. Keep us posted with the changes and having some documentation on the changes will be good too. Regards, Prasad vtiger Team On 11/24/08, Tak?cs, D?vid wrote: Dear vtiger developers, during our medium-sized customizing project we ended up with some refactored parts of vtiger 5.0.4., mainly the Calendar and CustomView modules, and their smarty templates. The need for this was to make them more flexible, for further development. The interface of the modules did not change (ie. the name of the included files and templates and the request params they use), so it is easy to switch to them. Besides the cleaner code, the changes cause increased performance: faster responses, and less memory used. The project produced some enhancements in the module functionalities as well, for example: 'task lists' or a hierarchy of activities, custom action buttons in listviews, spreadsheet-like filters for listviews, color-coded calendar and activity listviews, simplified (one-level) main menu for users with highly restricted access, and so on. These are available in the refactored code. We would be happy to make our version accessible to the vtiger users and developers, as a contribution. Since these are major changes, it is a must to reach wider consensus among the active developers. So is this mail. I would really appreciate your opinions, best regards, David Takacs Caf?Open development _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/f2881d87/attachment.htm From davidv.net at gmail.com Mon Nov 24 17:00:36 2008 From: davidv.net at gmail.com (David V.) Date: Mon, 24 Nov 2008 21:00:36 -0400 Subject: [Vtigercrm-developers] vtiger parts refactored In-Reply-To: References: <39d18b250811240512mc5f5109j9343f6254f070ede@mail.gmail.com> Message-ID: Thank you David ! David V. On Mon, Nov 24, 2008 at 2:32 PM, Brian Laughlin wrote: > Thanks David for the contribution! > > ------------------------------ > *From:* Prasad [mailto:prasad at vtiger.com] > *Sent:* Monday, November 24, 2008 5:13 AM > *To:* vtigercrm-developers at lists.vtigercrm.com > *Subject:* Re: [Vtigercrm-developers] vtiger parts refactored > > Hi David, > > Glad to hear about the news. Your idea of sharing the code with our > community is great. > > Keep us posted with the changes and having some documentation on the > changes will be good too. > > Regards, > Prasad > vtiger Team > > On 11/24/08, Tak?cs, D?vid wrote: >> >> Dear vtiger developers, >> >> during our medium-sized customizing project we ended up with some >> refactored parts of vtiger 5.0.4., mainly the Calendar and CustomView >> modules, and their smarty templates. The need for this was to make >> them more flexible, for further development. The interface of the >> modules did not change (ie. the name of the included files and >> templates and the request params they use), so it is easy to switch to >> them. Besides the cleaner code, the changes cause increased >> performance: faster responses, and less memory used. >> >> The project produced some enhancements in the module functionalities >> as well, for example: 'task lists' or a hierarchy of activities, >> custom action buttons in listviews, spreadsheet-like filters for >> listviews, color-coded calendar and activity listviews, simplified >> (one-level) main menu for users with highly restricted access, and so >> on. These are available in the refactored code. >> >> We would be happy to make our version accessible to the vtiger users >> and developers, as a contribution. Since these are major changes, it >> is a must to reach wider consensus among the active developers. So is >> this mail. >> >> I would really appreciate your opinions, >> best regards, >> >> David Takacs >> Caf?Open development >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/b4cd6d2b/attachment.htm From bedouglas at earthlink.net Tue Nov 25 22:12:25 2008 From: bedouglas at earthlink.net (bruce) Date: Tue, 25 Nov 2008 22:12:25 -0800 Subject: [Vtigercrm-developers] vtiger 5.0.4 - function question Message-ID: <220401c94f8d$f4a18960$0301a8c0@tmesa.com> Hi... I'm exploring the 5.0.4 vTiger app, and I've got a couple of questions about how it deals with contact/leads and whether it provides a way to restrict access to a given user. Assume I have a contact database. Assume that I also have userA and userB. I want to start the app, with both users only able to access a high level of fields in the contact database. I want to then allow userA to specify the group of records within the database that it's going to be responsible for. I would like to have a way to then restrict userB from being able to access the records that userA is handling. Here's my situation: I'm creating an app to handle college courses/faculty. I envision that I going to have a couple of tbls in the db schema, which will be able to be searched/selected by the user in order to get the actual contact data that's displayed to the user. my contact data: state college dept course ID name time room faculty So in a real world example, userA might select "Stanford" as the college, and the "physics" dept as the dept that they will be responsible for. In this case, the app would then display all the courses under the Stanford/Physics dept, and all the required fields. UserB could see that there is a Stanford/physics dept, as well as the name of the course, but not the complete course detail, because the course are not assigned to user. Only the user who is assigned the course, gets to see the actual/complete course data... Any idea as to how this can be handled in the 5.0.4 vTiger app?? Thanks -bruce bedouglas at earthlink.net From bedouglas at earthlink.net Tue Nov 25 22:26:15 2008 From: bedouglas at earthlink.net (bruce) Date: Tue, 25 Nov 2008 22:26:15 -0800 Subject: [Vtigercrm-developers] test Message-ID: <221401c94f8f$e3363cf0$0301a8c0@tmesa.com> test From davidv.net at gmail.com Tue Nov 25 22:31:43 2008 From: davidv.net at gmail.com (David V.) Date: Wed, 26 Nov 2008 02:31:43 -0400 Subject: [Vtigercrm-developers] test In-Reply-To: <221401c94f8f$e3363cf0$0301a8c0@tmesa.com> References: <221401c94f8f$e3363cf0$0301a8c0@tmesa.com> Message-ID: Yes it works ! :-) David V. On Wed, Nov 26, 2008 at 2:26 AM, bruce wrote: > test > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081125/9394808f/attachment.htm From prasad at vtiger.com Wed Nov 26 02:24:18 2008 From: prasad at vtiger.com (Prasad) Date: Wed, 26 Nov 2008 15:54:18 +0530 Subject: [Vtigercrm-developers] vtlib 2.0 released! Message-ID: <39d18b250811260224r24ecc892rf5f7905a5452deae@mail.gmail.com> Dear vtigers, I'm happy to announce the release of vtlib 2.0. Thanks to community members for trying out earlier versions and sharing the feedback. This release has the following changes: 1. New APIs have been introduced to: a) Set rules for Custom Views (Filters) b) Setup related list between your module and other modules. c) Configure Popup selection via field for UIType 10. d) Register Eventing for your modules (feature available only on vtiger CRM 5.1) 2. New modules can now have module level Settings that can be configured through module manager. 3. API was redesigned to make it simpler to use. Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=469 Kindly refer to the documentation for more details which captures the API changes details w.r.t vtlib 1.x About vtlib: vtlib is a library to ease new module development for vtiger CRM. vtlib includes APIs to create or modify the backend elements for a module. vtlib includes Module Manager which allows new modules to be packaged into zip files that other vtiger CRM installations can easily install and use. For vtiger 5.0.4, vtlib is available as a download. This package needs to be installed by developers as well as users who intend to install modules developed using vtlib. In version 5.1, vtlib will be integrated into vtiger CRM download. Try it out today and share your feedback with us. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081126/2795d33b/attachment-0001.htm From carloz at gnumerica.org Wed Nov 26 02:34:40 2008 From: carloz at gnumerica.org (carlo beschi) Date: Wed, 26 Nov 2008 11:34:40 +0100 Subject: [Vtigercrm-developers] vtlib 2.0 released! In-Reply-To: <39d18b250811260224r24ecc892rf5f7905a5452deae@mail.gmail.com> References: <39d18b250811260224r24ecc892rf5f7905a5452deae@mail.gmail.com> Message-ID: <492D2640.2090107@gnumerica.org> Hi Prasad, If we weren't both happily married, I'd make you a proposal ;-)) :-P Great news, both a) and b) and c) and d) We'll test vtlib 2.0 today :-) carloz Prasad ha scritto: > Dear vtigers, > > I'm happy to announce the release of vtlib 2.0. Thanks to community > members for trying out earlier versions and sharing the feedback. > > This release has the following changes: > 1. New APIs have been introduced to: > a) Set rules for Custom Views (Filters) > b) Setup related list between your module and other modules. > c) Configure Popup selection via field for UIType 10. > d) Register Eventing for your modules (feature available only on > vtiger CRM 5.1) > 2. New modules can now have module level Settings that can be configured > through module manager. > 3. API was redesigned to make it simpler to use. > > Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=469 > > Kindly refer to the documentation for more details which captures the > API changes details w.r.t vtlib 1.x > > About vtlib: > vtlib is a library to ease new > module development for vtiger CRM. vtlib includes APIs to create or > modify the backend elements for a module. > vtlib includes Module Manager which allows new modules to be packaged > into zip files that other vtiger CRM installations can easily install > and use. > > For vtiger 5.0.4, vtlib is available as a download. This package needs > to be installed by developers as well as users who > intend to install modules developed using vtlib. In version 5.1, vtlib > will be integrated into vtiger CRM download. > > Try it out today and share your feedback with us. > > Regards, > Prasad > vtiger Team > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From prasad at vtiger.com Wed Nov 26 02:54:48 2008 From: prasad at vtiger.com (Prasad) Date: Wed, 26 Nov 2008 16:24:48 +0530 Subject: [Vtigercrm-developers] vtlib 2.0 released! In-Reply-To: <492D2640.2090107@gnumerica.org> References: <39d18b250811260224r24ecc892rf5f7905a5452deae@mail.gmail.com> <492D2640.2090107@gnumerica.org> Message-ID: <39d18b250811260254p52326555mff3a191937b51117@mail.gmail.com> :) On 11/26/08, carlo beschi wrote: > > Hi Prasad, > > If we weren't both happily married, I'd make you a proposal ;-)) :-P > > Great news, both a) and b) and c) and d) > > We'll test vtlib 2.0 today :-) > > carloz > > > Prasad ha scritto: > > > Dear vtigers, > > > > I'm happy to announce the release of vtlib 2.0. Thanks to community > > members for trying out earlier versions and sharing the feedback. > > > > This release has the following changes: > > 1. New APIs have been introduced to: > > a) Set rules for Custom Views (Filters) > > b) Setup related list between your module and other modules. > > c) Configure Popup selection via field for UIType 10. > > d) Register Eventing for your modules (feature available only on > > vtiger CRM 5.1) > > 2. New modules can now have module level Settings that can be configured > > through module manager. > > 3. API was redesigned to make it simpler to use. > > > > Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=469 > > > > Kindly refer to the documentation for more details which captures the > > API changes details w.r.t vtlib 1.x > > > > About vtlib: > > > vtlib is a library to ease new > > > module development for vtiger CRM. vtlib includes APIs to create or > > modify the backend elements for a module. > > vtlib includes Module Manager which allows new modules to be packaged > > into zip files that other vtiger CRM installations can easily install > > and use. > > > > For vtiger 5.0.4, vtlib is available as a download. This package needs > > to be installed by developers as well as users who > > intend to install modules developed using vtlib. In version 5.1, vtlib > > will be integrated into vtiger CRM download. > > > > Try it out today and share your feedback with us. > > > > Regards, > > Prasad > > vtiger Team > > > > > > > ------------------------------------------------------------------------ > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081126/f68b6107/attachment.htm From quentusrex at gmail.com Wed Nov 26 03:01:16 2008 From: quentusrex at gmail.com (quentusrex) Date: Wed, 26 Nov 2008 03:01:16 -0800 Subject: [Vtigercrm-developers] I don't mean to be 'pesky' Message-ID: <1227697276.15708.7.camel@quentusrex-desktop> What's the status of the Sales person/team commission tracking? Also the recurring billing? -William From svk at vtiger.com Wed Nov 26 03:17:37 2008 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Wed, 26 Nov 2008 16:47:37 +0530 Subject: [Vtigercrm-developers] I don't mean to be 'pesky' In-Reply-To: <1227697276.15708.7.camel@quentusrex-desktop> References: <1227697276.15708.7.camel@quentusrex-desktop> Message-ID: <370368f40811260317v492aa668y93c4a0e889aaf8bc@mail.gmail.com> William, In 5.1 we will be supporting the recurring invoices. At this point, we do not have any plans to change the commission tracking capability. -Sreenivas On Wed, Nov 26, 2008 at 4:31 PM, quentusrex wrote: > What's the status of the Sales person/team commission tracking? > > Also the recurring billing? > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Sreenivas Kanumuru vtiger Team Location: Sunnyvale, California Office: +1 (408) 716-8592 Cell: +1 (408) 836-5810 Skype: skanumuru -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081126/42d80d59/attachment.htm From bedouglas at earthlink.net Wed Nov 26 05:42:46 2008 From: bedouglas at earthlink.net (bruce) Date: Wed, 26 Nov 2008 05:42:46 -0800 Subject: [Vtigercrm-developers] basic question... In-Reply-To: Message-ID: <23a501c94fcc$de45f860$0301a8c0@tmesa.com> Hi... I'm exploring the 5.0.4 vTiger app, and I've got a couple of questions about how it deals with contact/leads and whether it provides a way to restrict access to a given user. Assume I have a contact database. Assume that I also have userA and userB. I want to start the app, with both users only able to access a high level of fields in the contact database. I want to then allow userA to specify the group of records within the database that it's going to be responsible for. I would like to have a way to then restrict userB from being able to access the records that userA is handling. Here's my situation: I'm creating an app to handle college courses/faculty. I envision that I going to have a couple of tbls in the db schema, which will be able to be searched/selected by the user in order to get the actual contact data that's displayed to the user. my contact data: state college dept course ID name time room faculty So in a real world example, userA might select "Stanford" as the college, and the "physics" dept as the dept that they will be responsible for. In this case, the app would then display all the courses under the Stanford/Physics dept, and all the required fields. UserB could see that there is a Stanford/physics dept, as well as the name of the course, but not the complete course detail, because the course are not assigned to user. Only the user who is assigned the course, gets to see the actual/complete course data... Any idea as to how this can be handled in the 5.0.4 vTiger app?? Thanks -bruce bedouglas at earthlink.net From kristof.kovacs at onlineprojects.hu Wed Nov 26 08:02:25 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Wed, 26 Nov 2008 17:02:25 +0100 Subject: [Vtigercrm-developers] vtlib 2.0 released! In-Reply-To: <39d18b250811260254p52326555mff3a191937b51117@mail.gmail.com> References: <39d18b250811260224r24ecc892rf5f7905a5452deae@mail.gmail.com> <492D2640.2090107@gnumerica.org> <39d18b250811260254p52326555mff3a191937b51117@mail.gmail.com> Message-ID: Thanks, Prasad! K. On Wed, Nov 26, 2008 at 11:54 AM, Prasad wrote: > :) > > > On 11/26/08, carlo beschi wrote: >> >> Hi Prasad, >> >> If we weren't both happily married, I'd make you a proposal ;-)) :-P >> >> Great news, both a) and b) and c) and d) >> >> We'll test vtlib 2.0 today :-) >> >> carloz >> >> >> Prasad ha scritto: >> >> > Dear vtigers, >> > >> > I'm happy to announce the release of vtlib 2.0. Thanks to community >> > members for trying out earlier versions and sharing the feedback. >> > >> > This release has the following changes: >> > 1. New APIs have been introduced to: >> > a) Set rules for Custom Views (Filters) >> > b) Setup related list between your module and other modules. >> > c) Configure Popup selection via field for UIType 10. >> > d) Register Eventing for your modules (feature available only on >> > vtiger CRM 5.1) >> > 2. New modules can now have module level Settings that can be configured >> > through module manager. >> > 3. API was redesigned to make it simpler to use. >> > >> > Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=469 >> > >> > Kindly refer to the documentation for more details which captures the >> > API changes details w.r.t vtlib 1.x >> > >> > About vtlib: >> >> > vtlib is a library to ease new >> >> > module development for vtiger CRM. vtlib includes APIs to create or >> > modify the backend elements for a module. >> > vtlib includes Module Manager which allows new modules to be packaged >> > into zip files that other vtiger CRM installations can easily install >> > and use. >> > >> > For vtiger 5.0.4, vtlib is available as a download. This package needs >> > to be installed by developers as well as users who >> > intend to install modules developed using vtlib. In version 5.1, vtlib >> > will be integrated into vtiger CRM download. >> > >> > Try it out today and share your feedback with us. >> > >> > Regards, >> > Prasad >> > vtiger Team >> > >> > >> >> > ------------------------------------------------------------------------ >> > >> > _______________________________________________ >> > Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081126/44cd1678/attachment-0001.htm From quentusrex at gmail.com Wed Nov 26 21:08:53 2008 From: quentusrex at gmail.com (quentusrex) Date: Wed, 26 Nov 2008 21:08:53 -0800 Subject: [Vtigercrm-developers] Sales person Commissions In-Reply-To: References: <1226424663.29197.1019.camel@quentusrex-desktop> Message-ID: <1227762533.15708.12.camel@quentusrex-desktop> I thought there was an e-mail recently(within the past month) that talked about an intelligent commission tracking system. Something that would be able to report the total earned commissions of a sales team, and/or sales person. -William On Tue, 2008-11-11 at 17:49 -0200, Cicero Jacobi Filho wrote: > That's a real important thing to have, a must have. > > We are actually developing a commissions intelligence in CRM, just to > have it automatically calculated. > > > > 2008/11/11 quentusrex > Is there a report that shows the sales person commissions > earned? I'm > trying to set something up so that the sales staff get a > percent of the > gross margin as their commissions. > > I would like the feature to be able to go to the dashboard to > see a > report as to which sales teams, and/or which sales person has > earned the > highest amount of sales commissions. Also, a way to see the > total amount > of sales commissions earned. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From bedouglas at earthlink.net Sun Nov 30 22:12:47 2008 From: bedouglas at earthlink.net (bruce) Date: Sun, 30 Nov 2008 22:12:47 -0800 Subject: [Vtigercrm-developers] filter list issue/question... Message-ID: <2f1701c9537b$d616c8b0$0301a8c0@tmesa.com> Hi. I've created a couple of sample filters. I'm trying to figure out how I can have only my test filters show up in the filter list? I assume that there's some entry in a tbl that I haven't run across... Also, the docs seem to state that I can have a given user have a given filter set to be the default for the user upon login for the user. I haven't been able to get this to work in the the vTiger app. I've posted these questions to the vTiger 5.0.4 forum with no luck. Any thoughts/pointers/comments would be helpful!! Thanks -bruce From kristof.kovacs at onlineprojects.hu Mon Nov 3 15:50:00 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Mon, 3 Nov 2008 21:50:00 +0100 Subject: [Vtigercrm-developers] Syntax errors in the migration script Message-ID: Hello guys, fixed several syntax error bugs in the migration script that crawled in recently. Feel free to integrate (use "patch -p1" since we use GIT). Patch at: http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/5392 (Detailed: http://trac.vtiger.com/cgi-bin/trac.cgi/attachment/ticket/5392/0001-Bug-fixes-for-migration-script-by-KKovacs.patch ) Kristof -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081103/3c09a572/attachment.html From prasad at vtiger.com Tue Nov 4 00:06:48 2008 From: prasad at vtiger.com (Prasad) Date: Tue, 4 Nov 2008 10:36:48 +0530 Subject: [Vtigercrm-developers] Syntax errors in the migration script In-Reply-To: References: Message-ID: <39d18b250811032106x33d9ffb7j1428f2cca9c0c579@mail.gmail.com> Hi Kristof, Thanks for the fixes, we will review and integrate. Regards, Prasad vtiger Team On 11/4/08, Krist?f KOV?CS wrote: > > Hello guys, > > fixed several syntax error bugs in the migration script that crawled in > recently. Feel free to integrate (use "patch -p1" since we use GIT). Patch > at: > http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/5392 > > (Detailed: > http://trac.vtiger.com/cgi-bin/trac.cgi/attachment/ticket/5392/0001-Bug-fixes-for-migration-script-by-KKovacs.patch > ) > > Kristof > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081104/0bef1caa/attachment.html From prasad at vtiger.com Wed Nov 5 13:29:18 2008 From: prasad at vtiger.com (Prasad) Date: Wed, 5 Nov 2008 23:59:18 +0530 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) Message-ID: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Dear vtigers, We are looking for your advise on the following. Currently, when an invoice is saved, vtiger CRM deducts the items from the available stock under Product Inventory. We are getting feedback on the blogs and the forums that this is not correct or not sufficient. We would like to get your views on this matter. 1. Should we deduct for Invoice or for Sales Order? 2. Should we deduct when it (Invoice/SalesOrder) is created or when its status is changed to Approved? 3. Does it make sense to have 'Cancel Invoice' button to automatically restock (add) the deducted inventory We welcome your suggestions. Thanks for your input. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081105/8cb3c3c7/attachment.html From jcrisp at safeandsoundit.co.uk Wed Nov 5 15:26:16 2008 From: jcrisp at safeandsoundit.co.uk (John Crisp) Date: Wed, 05 Nov 2008 21:26:16 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Message-ID: <49120168.2000801@safeandsoundit.co.uk> Prasad wrote: > Dear vtigers, > > We are looking for your advise on the following. Currently, when an > invoice is saved, vtiger CRM deducts the items from the available stock > under Product Inventory. > > We are getting feedback on the blogs and the forums that this is not > correct or not sufficient. We would like to get your views on this matter. > > 1. Should we deduct for Invoice or for Sales Order? > 2. Should we deduct when it (Invoice/SalesOrder) is created or when its > status is changed to Approved? > 3. Does it make sense to have 'Cancel Invoice' button to automatically > restock (add) the deducted inventory > > We welcome your suggestions. Thanks for your input. > For my pennys worth, would it be sensible to make a Sales Order mark it as 'reserved' and then reduced on Despatch (we should be able to create a Despatch Note to go separately with goods, as well as an Invoice?) We have quite long lead times usually, though sometimes we can get a rapid turn round order and it would be useful to know what we ACTUALLY have in stock and how much of that is RESERVED. We can often turn the order round with stock that is reserved on the basis we can get more stock for the earlier order in time to fulfil their requirements. If that makes any sense !!! B. Rgds John From brett.hooker at roarz.com Wed Nov 5 15:32:48 2008 From: brett.hooker at roarz.com (Brett Hooker) Date: Thu, 06 Nov 2008 06:32:48 +1000 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Message-ID: <491202F0.6070404@roarz.com> Prasad, Very good question, and the reason for the debate is that the answer is different depending on your situation. Very small businesses are likely to run on invoices only. Larger businesses will require a more sophisticated workflow that goes from Potential to Sales Order to Invoice. The smaller ones will want Invoices to control inventory, the larger ones will want sales orders to reserve inventory and invoice to deduct it. Here are my answers to your specific questions: 1. Should we deduct for Invoice or for Sales Order? Both. If invoice with no matching sales order, then deduct on invoice. If invoice has matching sales order, then deduct on sales order. There are more complicated flows that this, such as, reserve stock on sales order and deduct on approved invoice. 2. Should we deduct when it (Invoice/SalesOrder) is created or when its status is changed to Approved? Reserve on create, deduct on approved or higher (sent, paid). 3. Does it make sense to have 'Cancel Invoice' button to automatically restock (add) the deducted inventory Yes, if the invoice had previously deducted inventory. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Logan City Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre : Level 9, 12-13 Marine Parade Southport Qld 4215 /ROARZ will help you get your website up to date and keep it that way./ Prasad wrote: > Dear vtigers, > > We are looking for your advise on the following. Currently, when an > invoice is saved, vtiger CRM deducts the items from the available > stock under Product Inventory. > > We are getting feedback on the blogs and the forums that this is not > correct or not sufficient. We would like to get your views on this > matter. > > 1. Should we deduct for Invoice or for Sales Order? > 2. Should we deduct when it (Invoice/SalesOrder) is created or when > its status is changed to Approved? > 3. Does it make sense to have 'Cancel Invoice' button to automatically > restock (add) the deducted inventory > > We welcome your suggestions. Thanks for your input. > > Regards, > Prasad > vtiger Team > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/cb00d33a/attachment.html -------------- next part -------------- A non-text attachment was scrubbed... Name: brett-hooker.jpg Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/cb00d33a/attachment.jpg -------------- next part -------------- A non-text attachment was scrubbed... Name: ROARZ-Logo-screen-154.png Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/cb00d33a/attachment.png From prasad at vtiger.com Thu Nov 6 00:18:17 2008 From: prasad at vtiger.com (Prasad) Date: Thu, 6 Nov 2008 10:48:17 +0530 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <491202F0.6070404@roarz.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <491202F0.6070404@roarz.com> Message-ID: <39d18b250811052118x12b115ebjf2566f04d3bae95f@mail.gmail.com> Hi Brett, John Thanks for your feedback. Regards, Prasad vtiger Team On 11/6/08, Brett Hooker wrote: > > Prasad, > > Very good question, and the reason for the debate is that the answer is > different depending on your situation. Very small businesses are likely to > run on invoices only. Larger businesses will require a more sophisticated > workflow that goes from Potential to Sales Order to Invoice. The smaller > ones will want Invoices to control inventory, the larger ones will want > sales orders to reserve inventory and invoice to deduct it. > > Here are my answers to your specific questions: > 1. Should we deduct for Invoice or for Sales Order? > Both. If invoice with no matching sales order, then deduct on invoice. If > invoice has matching sales order, then deduct on sales order. There are > more complicated flows that this, such as, reserve stock on sales order and > deduct on approved invoice. > > 2. Should we deduct when it (Invoice/SalesOrder) is created or when its > status is changed to Approved? > Reserve on create, deduct on approved or higher (sent, paid). > > 3. Does it make sense to have 'Cancel Invoice' button to automatically > restock (add) the deducted inventory > Yes, if the invoice had previously deducted inventory. > > > Thanks, > Brett > Phone 0404 067 421 > > > > www.roarz.com Phone: 1300 885 125 Fax: 07 > 3009 0648 ABN: 69 113 777 594 > Capalaba Centre : Suite 2A, 26 Redland Bay > Road Capalaba Qld 4157 > Logan City Centre : Suite 2A, 26 Redland > Bay Road Capalaba Qld 4157 > Gold Coast Centre : Level 9, 12-13 Marine Parade > Southport Qld 4215 > *ROARZ will help you get your website up to date and keep it that way.* > > > Prasad wrote: > > Dear vtigers, > > We are looking for your advise on the following. Currently, when an invoice > is saved, vtiger CRM deducts the items from the available stock under > Product Inventory. > > We are getting feedback on the blogs and the forums that this is not > correct or not sufficient. We would like to get your views on this matter. > > 1. Should we deduct for Invoice or for Sales Order? > 2. Should we deduct when it (Invoice/SalesOrder) is created or when its > status is changed to Approved? > 3. Does it make sense to have 'Cancel Invoice' button to automatically > restock (add) the deducted inventory > > We welcome your suggestions. Thanks for your input. > > Regards, > Prasad > vtiger Team > > ------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/86b17269/attachment.html -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/86b17269/attachment.jpe -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/86b17269/attachment.png From jcrisp at safeandsoundit.co.uk Thu Nov 6 05:29:58 2008 From: jcrisp at safeandsoundit.co.uk (John Crisp) Date: Thu, 06 Nov 2008 11:29:58 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811052118x12b115ebjf2566f04d3bae95f@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <491202F0.6070404@roarz.com> <39d18b250811052118x12b115ebjf2566f04d3bae95f@mail.gmail.com> Message-ID: <4912C726.5020204@safeandsoundit.co.uk> Prasad wrote: > Hi Brett, John > > Thanks for your feedback. > > The least I can do - thanks for all the hard work :-) B. Rgds John From carloz at gnumerica.org Thu Nov 6 06:10:20 2008 From: carloz at gnumerica.org (carlo beschi) Date: Thu, 06 Nov 2008 12:10:20 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Message-ID: <4912D09C.4000108@gnumerica.org> Hi Prasad, all you devs, I'll jump on the thread to say that we'd definitely like to have the possibility to disable, from Settings, all Inventory Stock Checkings. If the company using vtiger sells services, there's no need to set/update stocks. Currently, we use workarounds for this - the easiest is to set products stocks to very high values, like 9999, another one is commenting lines of code. We ourselves are in this situation, and have at least 4 or 5 clients facing the same issue. What I have in mind is: the possibility for the admin user to set, via Settings, that the company sells services. Then, checking one checkbox, all quotes checkings get disabled. I'd love to see this on 5.2 :-) Carlo Prasad wrote: > Dear vtigers, > > We are looking for your advise on the following. Currently, when an > invoice is saved, vtiger CRM deducts the items from the available stock > under Product Inventory. > > We are getting feedback on the blogs and the forums that this is not > correct or not sufficient. We would like to get your views on this matter. From kristof.kovacs at onlineprojects.hu Thu Nov 6 06:37:05 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Thu, 6 Nov 2008 12:37:05 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4912D09C.4000108@gnumerica.org> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> Message-ID: Hi, maybe an "unlimited" quantity would be a better, and technically not much more complex solution (I'm thinking of NULL value). I guess most companies are in the "gray" area between products and services, and sell both types of product, for example, physical stuff, but also extended warranties, or elevated support. You never run out of sellable extended warranties. :) Kristof On Thu, Nov 6, 2008 at 12:10 PM, carlo beschi wrote: > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the available stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on this > matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/eb92596c/attachment.html From davidv.net at gmail.com Thu Nov 6 06:44:48 2008 From: davidv.net at gmail.com (David V.) Date: Thu, 6 Nov 2008 07:44:48 -0400 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4912D09C.4000108@gnumerica.org> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> Message-ID: Hi Carlo, I like your idea, but why not make it even smarter by having a check box in each product to select if this particular product is a service or not. David V. On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi wrote: > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the available stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on this > matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/794b02c5/attachment.html From carloz at gnumerica.org Thu Nov 6 07:48:55 2008 From: carloz at gnumerica.org (carlo beschi) Date: Thu, 06 Nov 2008 13:48:55 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> Message-ID: <4912E7B7.8040707@gnumerica.org> Hi David, your suggestion is precious, as much as Kristof idea of using the NULL value for services. Having a checkbox/flag to say that a product is in fact a service seems to be a clean and smart solution. Carlo ps: sharing ideas is such a powerful mean of common growth ... let's use the tools we have (like this list, so silent at times :-) David V. wrote: > Hi Carlo, > > I like your idea, but why not make it even smarter by having a check box > in each product to select if this particular product is a service or not. > > David V. > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > wrote: > > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the available > stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on > this matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From prasad at vtiger.com Thu Nov 6 09:28:19 2008 From: prasad at vtiger.com (Prasad) Date: Thu, 6 Nov 2008 19:58:19 +0530 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4912E7B7.8040707@gnumerica.org> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> <4912E7B7.8040707@gnumerica.org> Message-ID: <39d18b250811060628w7c4b4091u68e92e301e9f1c45@mail.gmail.com> Hi All, Thanks for all the feedback, keep continuing with it. We are brainstroming to comeup with a new model to achieve this inventory handling and keeping a watch on this thread too :) Regards, Prasad vtiger Team On 11/6/08, carlo beschi wrote: > > Hi David, > > your suggestion is precious, as much as Kristof idea of using the NULL > value for services. > > Having a checkbox/flag to say that a product is in fact a service seems > to be a clean and smart solution. > > > Carlo > > > ps: sharing ideas is such a powerful mean of common growth ... let's use > the tools we have (like this list, so silent at times :-) > > > > David V. wrote: > > Hi Carlo, > > > > I like your idea, but why not make it even smarter by having a check box > > in each product to select if this particular product is a service or not. > > > > David V. > > > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > > > wrote: > > > > Hi Prasad, all you devs, > > > > I'll jump on the thread to say that we'd definitely like to have the > > possibility to disable, from Settings, all Inventory Stock Checkings. > > > > If the company using vtiger sells services, there's no need to > > set/update stocks. > > > > Currently, we use workarounds for this - the easiest is to set > products > > stocks to very high values, like 9999, another one is commenting > lines > > of code. > > > > We ourselves are in this situation, and have at least 4 or 5 clients > > facing the same issue. > > > > What I have in mind is: the possibility for the admin user to set, > via > > Settings, that the company sells services. Then, checking one > checkbox, > > all quotes checkings get disabled. > > > > I'd love to see this on 5.2 :-) > > > > Carlo > > > > > > > > Prasad wrote: > > > Dear vtigers, > > > > > > We are looking for your advise on the following. Currently, when > an > > > invoice is saved, vtiger CRM deducts the items from the available > > stock > > > under Product Inventory. > > > > > > We are getting feedback on the blogs and the forums that this is > not > > > correct or not sufficient. We would like to get your views on > > this matter. > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/8220abd5/attachment.html From j4c0b1 at gmail.com Thu Nov 6 11:01:52 2008 From: j4c0b1 at gmail.com (Cicero Jacobi Filho) Date: Thu, 6 Nov 2008 14:01:52 -0200 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811060628w7c4b4091u68e92e301e9f1c45@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> <4912E7B7.8040707@gnumerica.org> <39d18b250811060628w7c4b4091u68e92e301e9f1c45@mail.gmail.com> Message-ID: Hi All I my particular case i run on vtiger a SERVICE invoices, cotations and sales orders. I this cas the STOCK quantity is not relevant and i think it shoud have an option to NOT decrease the quantity. Think about.. Thanks -- Atenciosamente C?cero Jacobi Filho j4c0b1 at gmail.com 51-93350964 51-84566132 icq : 78883010 msn : cjacobi at hotmail.com gmail : j4c0b1 at gmail.com skype : cjacobi 2008/11/6 Prasad > Hi All, > > Thanks for all the feedback, keep continuing with it. > > We are brainstroming to comeup with a new model to achieve this inventory > handling > and keeping a watch on this thread too :) > > Regards, > Prasad > vtiger Team > > > On 11/6/08, carlo beschi wrote: >> >> Hi David, >> >> your suggestion is precious, as much as Kristof idea of using the NULL >> value for services. >> >> Having a checkbox/flag to say that a product is in fact a service seems >> to be a clean and smart solution. >> >> >> Carlo >> >> >> ps: sharing ideas is such a powerful mean of common growth ... let's use >> the tools we have (like this list, so silent at times :-) >> >> >> >> David V. wrote: >> > Hi Carlo, >> > >> > I like your idea, but why not make it even smarter by having a check box >> > in each product to select if this particular product is a service or >> not. >> > >> > David V. >> > >> > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > >> > > wrote: >> > >> > Hi Prasad, all you devs, >> > >> > I'll jump on the thread to say that we'd definitely like to have the >> > possibility to disable, from Settings, all Inventory Stock >> Checkings. >> > >> > If the company using vtiger sells services, there's no need to >> > set/update stocks. >> > >> > Currently, we use workarounds for this - the easiest is to set >> products >> > stocks to very high values, like 9999, another one is commenting >> lines >> > of code. >> > >> > We ourselves are in this situation, and have at least 4 or 5 clients >> > facing the same issue. >> > >> > What I have in mind is: the possibility for the admin user to set, >> via >> > Settings, that the company sells services. Then, checking one >> checkbox, >> > all quotes checkings get disabled. >> > >> > I'd love to see this on 5.2 :-) >> > >> > Carlo >> > >> > >> > >> > Prasad wrote: >> > > Dear vtigers, >> > > >> > > We are looking for your advise on the following. Currently, when >> an >> > > invoice is saved, vtiger CRM deducts the items from the available >> > stock >> > > under Product Inventory. >> > > >> > > We are getting feedback on the blogs and the forums that this is >> not >> > > correct or not sufficient. We would like to get your views on >> > this matter. >> > _______________________________________________ >> > Reach hundreds of potential candidates - http://jobs.vtiger.com >> > >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/3298c2a6/attachment.html From erical at lynxts.com Thu Nov 6 11:18:02 2008 From: erical at lynxts.com (Erica Lahoda) Date: Thu, 06 Nov 2008 08:18:02 -0800 Subject: [Vtigercrm-developers] vtigercrm-developers Digest, Vol 35, Issue 3 In-Reply-To: References: Message-ID: <491318BA.3050705@lynxts.com> I just wanted to toss in my 2 cents here too. A way to disable, or set the stock quantity to unlimited would be great. Our company provides mainly services, and I have been setting all the stock counts to 9999 for now, to get around the issues. Knowing how many hours of service I sell is handy but I can get that information other ways. vtigercrm-developers-request at lists.vtigercrm.com wrote: > Send vtigercrm-developers mailing list submissions to > vtigercrm-developers at lists.vtigercrm.com > > To subscribe or unsubscribe via the World Wide Web, visit > http://lists.vtigercrm.com/mailman/listinfo/vtigercrm-developers > or, via email, send a message with subject or body 'help' to > vtigercrm-developers-request at lists.vtigercrm.com > > You can reach the person managing the list at > vtigercrm-developers-owner at lists.vtigercrm.com > > When replying, please edit your Subject line so it is more specific > than "Re: Contents of vtigercrm-developers digest..." > > ------------------------------------------------------------------------ > > Today's Topics: > > 1. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) ( Krist?f KOV?CS ) > 2. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) (David V.) > 3. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) (carlo beschi) > 4. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) (Prasad) > 5. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) (Cicero Jacobi Filho) > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > "Krist?f KOV?CS" > Date: > Thu, 6 Nov 2008 12:37:05 +0100 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi, > > maybe an "unlimited" quantity would be a better, and technically not > much more complex solution (I'm thinking of NULL value). I guess most > companies are in the "gray" area between products and services, and > sell both types of product, for example, physical stuff, but also > extended warranties, or elevated support. You never run out of > sellable extended warranties. :) > > Kristof > > On Thu, Nov 6, 2008 at 12:10 PM, carlo beschi > wrote: > > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set > products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one > checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the > available stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on > this matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > "David V." > Date: > Thu, 6 Nov 2008 07:44:48 -0400 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi Carlo, > > I like your idea, but why not make it even smarter by having a check > box in each product to select if this particular product is a service > or not. > > David V. > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > wrote: > > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set > products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one > checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the > available stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on > this matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > carlo beschi > Date: > Thu, 06 Nov 2008 13:48:55 +0100 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi David, > > your suggestion is precious, as much as Kristof idea of using the NULL > value for services. > > Having a checkbox/flag to say that a product is in fact a service > seems to be a clean and smart solution. > > Carlo > > ps: sharing ideas is such a powerful mean of common growth ... let's > use the tools we have (like this list, so silent at times :-) > > > David V. wrote: >> Hi Carlo, >> >> I like your idea, but why not make it even smarter by having a check >> box in each product to select if this particular product is a service >> or not. >> >> David V. >> >> On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > > wrote: >> >> Hi Prasad, all you devs, >> >> I'll jump on the thread to say that we'd definitely like to have the >> possibility to disable, from Settings, all Inventory Stock >> Checkings. >> >> If the company using vtiger sells services, there's no need to >> set/update stocks. >> >> Currently, we use workarounds for this - the easiest is to set >> products >> stocks to very high values, like 9999, another one is commenting >> lines >> of code. >> >> We ourselves are in this situation, and have at least 4 or 5 clients >> facing the same issue. >> >> What I have in mind is: the possibility for the admin user to >> set, via >> Settings, that the company sells services. Then, checking one >> checkbox, >> all quotes checkings get disabled. >> >> I'd love to see this on 5.2 :-) >> >> Carlo >> >> >> >> Prasad wrote: >> > Dear vtigers, >> > >> > We are looking for your advise on the following. Currently, >> when an >> > invoice is saved, vtiger CRM deducts the items from the available >> stock >> > under Product Inventory. >> > >> > We are getting feedback on the blogs and the forums that this >> is not >> > correct or not sufficient. We would like to get your views on >> this matter. >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > Prasad > Date: > Thu, 6 Nov 2008 19:58:19 +0530 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi All, > > Thanks for all the feedback, keep continuing with it. > > We are brainstroming to comeup with a new model to achieve this > inventory handling > and keeping a watch on this thread too :) > > Regards, > Prasad > vtiger Team > > On 11/6/08, *carlo beschi* > wrote: > > Hi David, > > your suggestion is precious, as much as Kristof idea of using the NULL > value for services. > > Having a checkbox/flag to say that a product is in fact a service > seems > to be a clean and smart solution. > > > Carlo > > > ps: sharing ideas is such a powerful mean of common growth ... > let's use > the tools we have (like this list, so silent at times :-) > > > > David V. wrote: > > Hi Carlo, > > > > I like your idea, but why not make it even smarter by having a > check box > > in each product to select if this particular product is a > service or not. > > > > David V. > > > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > > > > >> wrote: > > > > Hi Prasad, all you devs, > > > > I'll jump on the thread to say that we'd definitely like to > have the > > possibility to disable, from Settings, all Inventory Stock > Checkings. > > > > If the company using vtiger sells services, there's no need to > > set/update stocks. > > > > Currently, we use workarounds for this - the easiest is to > set products > > stocks to very high values, like 9999, another one is > commenting lines > > of code. > > > > We ourselves are in this situation, and have at least 4 or 5 > clients > > facing the same issue. > > > > What I have in mind is: the possibility for the admin user > to set, via > > Settings, that the company sells services. Then, checking > one checkbox, > > all quotes checkings get disabled. > > > > I'd love to see this on 5.2 :-) > > > > Carlo > > > > > > > > Prasad wrote: > > > Dear vtigers, > > > > > > We are looking for your advise on the following. > Currently, when an > > > invoice is saved, vtiger CRM deducts the items from the > available > > stock > > > under Product Inventory. > > > > > > We are getting feedback on the blogs and the forums that > this is not > > > correct or not sufficient. We would like to get your views on > > this matter. > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > "Cicero Jacobi Filho" > Date: > Thu, 6 Nov 2008 14:01:52 -0200 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi All > > > I my particular case i run on vtiger a SERVICE invoices, cotations and > sales orders. > > I this cas the STOCK quantity is not relevant and i think it shoud > have an option to NOT decrease the quantity. > > Think about.. > > Thanks > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > > 2008/11/6 Prasad > > > Hi All, > > Thanks for all the feedback, keep continuing with it. > > We are brainstroming to comeup with a new model to achieve this > inventory handling > and keeping a watch on this thread too :) > > Regards, > Prasad > vtiger Team > > > On 11/6/08, *carlo beschi* > wrote: > > Hi David, > > your suggestion is precious, as much as Kristof idea of using > the NULL > value for services. > > Having a checkbox/flag to say that a product is in fact a > service seems > to be a clean and smart solution. > > > Carlo > > > ps: sharing ideas is such a powerful mean of common growth ... > let's use > the tools we have (like this list, so silent at times :-) > > > > David V. wrote: > > Hi Carlo, > > > > I like your idea, but why not make it even smarter by having > a check box > > in each product to select if this particular product is a > service or not. > > > > David V. > > > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > > > > >> > wrote: > > > > Hi Prasad, all you devs, > > > > I'll jump on the thread to say that we'd definitely like > to have the > > possibility to disable, from Settings, all Inventory > Stock Checkings. > > > > If the company using vtiger sells services, there's no > need to > > set/update stocks. > > > > Currently, we use workarounds for this - the easiest is > to set products > > stocks to very high values, like 9999, another one is > commenting lines > > of code. > > > > We ourselves are in this situation, and have at least 4 > or 5 clients > > facing the same issue. > > > > What I have in mind is: the possibility for the admin > user to set, via > > Settings, that the company sells services. Then, > checking one checkbox, > > all quotes checkings get disabled. > > > > I'd love to see this on 5.2 :-) > > > > Carlo > > > > > > > > Prasad wrote: > > > Dear vtigers, > > > > > > We are looking for your advise on the following. > Currently, when an > > > invoice is saved, vtiger CRM deducts the items from > the available > > stock > > > under Product Inventory. > > > > > > We are getting feedback on the blogs and the forums > that this is not > > > correct or not sufficient. We would like to get your > views on > > this matter. > > _______________________________________________ > > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > vtigercrm-developers mailing list > vtigercrm-developers at lists.vtigercrm.com > http://lists.vtigercrm.com/mailman/listinfo/vtigercrm-developers > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/9afb292a/attachment.html From dave at bruzergear.com Thu Nov 6 11:36:53 2008 From: dave at bruzergear.com (Dave Karlsven) Date: Thu, 6 Nov 2008 09:36:53 -0700 Subject: [Vtigercrm-developers] Inventory update post. Message-ID: <59ba97d80811060836s4689cb58heb642a32f3478d96@mail.gmail.com> I am not sure how to post my comment on the developers list, as I am new to the community, but hopefully this works. I think the biggest issue with the inventory is that as it stands right now, there is a potential of deducting more than you should on a sales order if you create more than one invoice for that sales order. That is the #1 problem that gets inventory off track with vtiger right now. No matter what you decide as to when the inventory is deducted, you have to make sure that it can only be deducted one time per sales order. It makes more sense to me to deduct the inventory by changing a status in the sales order OR the status in the Invoice to "Delivered" because it will fit any business model. The key is that you can't deduct from inventory twice for the same sales order. So if someone wants to mark an invoice as "Delivered" then it can deduct from inventory. If that same person on another sales order marks "Delivered" in the sales order status, then it would deduct from inventory. However, if that person has already marked a sales order as "Delivered" and deducted from inventory and then also marks their Invoice as "Delivered" then it should not allow them to deduct from inventory again. To take this concept further for more types of business models, you could also have a "Reserved" setting that deducts from inventory on both the sales order page or the invoice page. However once again, if the order is marked "Reserved" and inventory is deducted, then you have to make sure that when they mark "Delivered" as the status in the future, that it does not deduct more inventory. So I think the bottom line is this: Give more flexibility to all business models out there by having a "Delivered" and a "Reserved" status in both the Sales order and the Invoice, but only let inventory be deducted one time per sales order in the system. Once the inventory has been deducted from a sales order, it can not be deducted again for that sales order unless there is some kind of manual override to the system. As far as adding to inventory goes, I think you can take the same concept by allowing the sales order and invoice to have the status settings of "Returned" and "Canceled". When one of those is selected in either area, then it will add the inventory back into the system. However, make sure that once the inventory has been added to the system for a sales order, that it can not be added again if one of the settings is changed to the another. You could make it so someone changes a status to "Reserved" and inventory is deducted and then if the customer cancels you mark the status as "Canceled" and inventory is added back into the system, then if the customer changes their mind again and decides to purchase the order you can mark it as "Reserved" or "Delivered" and have the system deduct from inventory. The key here is that once inventory is deducted for a sales order, it must be added back into the system before it can be deducted again. An order history log could also be a nice thing to keep track of all this and make it nice for the user to view any modifications to the order by date. Hope this helps. Dave -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/738e68bb/attachment.html From jcrisp at safeandsoundit.co.uk Thu Nov 6 11:55:58 2008 From: jcrisp at safeandsoundit.co.uk (John Crisp) Date: Thu, 06 Nov 2008 17:55:58 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Message-ID: <4913219E.9070300@safeandsoundit.co.uk> What about having a 'non-stock' box ? Sage etc do something similar. You could then add a service as a non-stock item ? Or maybe a couple of different 'product types' with some flexibility on how it manages stock depending on the type ? B. Rgds John From prasad at vtiger.com Thu Nov 6 12:34:15 2008 From: prasad at vtiger.com (Prasad) Date: Thu, 6 Nov 2008 23:04:15 +0530 Subject: [Vtigercrm-developers] Inventory update post. In-Reply-To: <59ba97d80811060836s4689cb58heb642a32f3478d96@mail.gmail.com> References: <59ba97d80811060836s4689cb58heb642a32f3478d96@mail.gmail.com> Message-ID: <39d18b250811060934w559638eavec8697ade2c3d99c@mail.gmail.com> Hi Dave, Thanks for the detailed feedback. Regards, Prasad vtiger Team On 11/6/08, Dave Karlsven wrote: > > I am not sure how to post my comment on the developers list, as I am new to > the community, but hopefully this works. > > I think the biggest issue with the inventory is that as it stands right > now, there is a potential of deducting more than you should on a sales order > if you create more than one invoice for that sales order. > > That is the #1 problem that gets inventory off track with vtiger right now. > > No matter what you decide as to when the inventory is deducted, you have > to make sure that it can only be deducted one time per sales order. > > It makes more sense to me to deduct the inventory by changing a status in > the sales order OR the status in the Invoice to "Delivered" because it will > fit any business model. > > The key is that you can't deduct from inventory twice for the same sales > order. > > So if someone wants to mark an invoice as "Delivered" then it can deduct > from inventory. > If that same person on another sales order marks "Delivered" in the sales > order status, then it would deduct from inventory. > > However, if that person has already marked a sales order as "Delivered" and > deducted from inventory and then also marks their Invoice as "Delivered" > then it should not allow them to deduct from inventory again. > > To take this concept further for more types of business models, you could > also have a "Reserved" setting that deducts from inventory on both the sales > order page or the invoice page. However once again, if the order is marked > "Reserved" and inventory is deducted, then you have to make sure that when > they mark "Delivered" as the status in the future, that it does not deduct > more inventory. > > So I think the bottom line is this: Give more flexibility to all business > models out there by having a "Delivered" and a "Reserved" status in both the > Sales order and the Invoice, but only let inventory be deducted one time per > sales order in the system. > Once the inventory has been deducted from a sales order, it can not be > deducted again for that sales order unless there is some kind of manual > override to the system. > > As far as adding to inventory goes, I think you can take the same concept > by allowing the sales order and invoice to have the status settings of > "Returned" and "Canceled". When one of those is selected in either area, > then it will add the inventory back into the system. However, make sure > that once the inventory has been added to the system for a sales order, that > it can not be added again if one of the settings is changed to the another. > > You could make it so someone changes a status to "Reserved" and inventory > is deducted and then if the customer cancels you mark the status as > "Canceled" and inventory is added back into the system, then if the customer > changes their mind again and decides to purchase the order you can mark it > as "Reserved" or "Delivered" and have the system deduct from inventory. > The key here is that once inventory is deducted for a sales order, it must > be added back into the system before it can be deducted again. > > An order history log could also be a nice thing to keep track of all this > and make it nice for the user to view any modifications to the order by > date. > > Hope this helps. > > Dave > > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/1a306f98/attachment.html From j4c0b1 at gmail.com Thu Nov 6 14:01:51 2008 From: j4c0b1 at gmail.com (Cicero Jacobi Filho) Date: Thu, 6 Nov 2008 17:01:51 -0200 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4913219E.9070300@safeandsoundit.co.uk> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: Hey John Thats a real simple and nice idea!! -- Atenciosamente C?cero Jacobi Filho j4c0b1 at gmail.com 51-93350964 51-84566132 icq : 78883010 msn : cjacobi at hotmail.com gmail : j4c0b1 at gmail.com skype : cjacobi 2008/11/6 John Crisp > What about having a 'non-stock' box ? Sage etc do something similar. > > You could then add a service as a non-stock item ? > > Or maybe a couple of different 'product types' with some flexibility on > how it manages stock depending on the type ? > > B. Rgds > John > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/304cfd77/attachment.html From asha at vtiger.com Fri Nov 7 10:36:16 2008 From: asha at vtiger.com (Asha) Date: Fri, 7 Nov 2008 21:06:16 +0530 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: Hi Carlo, John, Cicero, Kristof, David, Thanks for the input. 5.1 will allow users to specify Services under Products. We will provide a 'Product Type' pick list with 'Stock Item' and 'Non-Stock Item' as values. We are also planning on supporting Service Contracts. More on that in a future email! Thanks again for your suggestions. On 11/7/08, Cicero Jacobi Filho wrote: > > Hey John > > Thats a real simple and nice idea!! > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > > 2008/11/6 John Crisp > >> What about having a 'non-stock' box ? Sage etc do something similar. >> >> You could then add a service as a non-stock item ? >> >> Or maybe a couple of different 'product types' with some flexibility on >> how it manages stock depending on the type ? >> >> B. Rgds >> John >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Regards, Asha vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081107/5da0605d/attachment.html From kristof.kovacs at onlineprojects.hu Fri Nov 7 10:58:17 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Fri, 7 Nov 2008 16:58:17 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: Thnaks, Asha, Prasad, everybody! Keep up the good work! K. On Fri, Nov 7, 2008 at 4:36 PM, Asha wrote: > Hi Carlo, John, Cicero, Kristof, David, > > Thanks for the input. 5.1 will allow users to specify Services under > Products. We will provide a 'Product Type' pick list with 'Stock Item' and > 'Non-Stock Item' as values. We are also planning on supporting Service > Contracts. More on that in a future email! > > Thanks again for your suggestions. > > > On 11/7/08, Cicero Jacobi Filho wrote: >> >> Hey John >> >> Thats a real simple and nice idea!! >> >> >> -- >> Atenciosamente >> >> C?cero Jacobi Filho >> j4c0b1 at gmail.com >> 51-93350964 >> 51-84566132 >> icq : 78883010 >> msn : cjacobi at hotmail.com >> gmail : j4c0b1 at gmail.com >> skype : cjacobi >> >> 2008/11/6 John Crisp >> >>> What about having a 'non-stock' box ? Sage etc do something similar. >>> >>> You could then add a service as a non-stock item ? >>> >>> Or maybe a couple of different 'product types' with some flexibility on >>> how it manages stock depending on the type ? >>> >>> B. Rgds >>> John >>> _______________________________________________ >>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>> >> >> >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > -- > Regards, > Asha > vtiger Team > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081107/bf68be4d/attachment.html From davidv.net at gmail.com Fri Nov 7 11:03:06 2008 From: davidv.net at gmail.com (David V.) Date: Fri, 7 Nov 2008 12:03:06 -0400 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: Thanks ! David V. On Fri, Nov 7, 2008 at 11:58 AM, Krist?f KOV?CS < kristof.kovacs at onlineprojects.hu> wrote: > Thnaks, Asha, Prasad, everybody! > Keep up the good work! > > K. > > > On Fri, Nov 7, 2008 at 4:36 PM, Asha wrote: > >> Hi Carlo, John, Cicero, Kristof, David, >> >> Thanks for the input. 5.1 will allow users to specify Services under >> Products. We will provide a 'Product Type' pick list with 'Stock Item' and >> 'Non-Stock Item' as values. We are also planning on supporting Service >> Contracts. More on that in a future email! >> >> Thanks again for your suggestions. >> >> >> On 11/7/08, Cicero Jacobi Filho wrote: >>> >>> Hey John >>> >>> Thats a real simple and nice idea!! >>> >>> >>> -- >>> Atenciosamente >>> >>> C?cero Jacobi Filho >>> j4c0b1 at gmail.com >>> 51-93350964 >>> 51-84566132 >>> icq : 78883010 >>> msn : cjacobi at hotmail.com >>> gmail : j4c0b1 at gmail.com >>> skype : cjacobi >>> >>> 2008/11/6 John Crisp >>> >>>> What about having a 'non-stock' box ? Sage etc do something similar. >>>> >>>> You could then add a service as a non-stock item ? >>>> >>>> Or maybe a couple of different 'product types' with some flexibility on >>>> how it manages stock depending on the type ? >>>> >>>> B. Rgds >>>> John >>>> _______________________________________________ >>>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>>> >>> >>> >>> >>> >>> _______________________________________________ >>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>> >> >> >> >> -- >> Regards, >> Asha >> vtiger Team >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081107/0b25bc26/attachment.html From jcrisp at safeandsoundit.co.uk Fri Nov 7 17:45:02 2008 From: jcrisp at safeandsoundit.co.uk (John Crisp) Date: Fri, 07 Nov 2008 23:45:02 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: <4914C4EE.90109@safeandsoundit.co.uk> Asha wrote: > Hi Carlo, John, Cicero, Kristof, David, > > Thanks for the input. 5.1 will allow users to specify Services under > Products. We will provide a 'Product Type' pick list with 'Stock Item' > and 'Non-Stock Item' as values. We are also planning on supporting > Service Contracts. More on that in a future email! > > Thanks again for your suggestions. > Thanks for listening :-) From carloz at gnumerica.org Sun Nov 9 10:30:10 2008 From: carloz at gnumerica.org (carlo beschi) Date: Sun, 09 Nov 2008 16:30:10 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4914C4EE.90109@safeandsoundit.co.uk> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> <4914C4EE.90109@safeandsoundit.co.uk> Message-ID: <49170202.4010407@gnumerica.org> Hi, only to say "thanks for listening" as well. This thread goes into my "best practises" folder ;-) Carlo John Crisp wrote: > Asha wrote: >> Hi Carlo, John, Cicero, Kristof, David, >> >> Thanks for the input. 5.1 will allow users to specify Services under >> Products. We will provide a 'Product Type' pick list with 'Stock Item' >> and 'Non-Stock Item' as values. We are also planning on supporting >> Service Contracts. More on that in a future email! >> >> Thanks again for your suggestions. >> > > Thanks for listening :-) > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From quentusrex at gmail.com Mon Nov 10 20:41:00 2008 From: quentusrex at gmail.com (quentusrex) Date: Mon, 10 Nov 2008 17:41:00 -0800 Subject: [Vtigercrm-developers] Feature: Recurring Revenue Message-ID: <1226367660.29197.58.camel@quentusrex-desktop> Is there work already being done on the Recurring Revenue feature? If not has the feature already been designed, just not implemented? If not, who should I talk to about this feature? I want to get this feature implemented quickly and I'm willing to do all of the work if I can get some help on the proper vtiger way to implement the feature. I'd like something that would run as a cron job that would check every day to see all of the sales orders to see if they were marked as 'recurring' if so then check to see when the last invoice was generated. If the last invoice was more than a month ago, then generate an invoice, that needs to be approved by the sales person. Then the sales person approves the invoice, and sends it out. -William From quentusrex at gmail.com Mon Nov 10 21:14:58 2008 From: quentusrex at gmail.com (quentusrex) Date: Mon, 10 Nov 2008 18:14:58 -0800 Subject: [Vtigercrm-developers] Dashboard, or report to show total commissions Message-ID: <1226369698.29197.94.camel@quentusrex-desktop> I need a way to find out at the end of the month what the total commissions each sales person has earned. -William From brett.hooker at roarz.com Mon Nov 10 21:18:16 2008 From: brett.hooker at roarz.com (Brett Hooker) Date: Tue, 11 Nov 2008 12:18:16 +1000 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <1226367660.29197.58.camel@quentusrex-desktop> References: <1226367660.29197.58.camel@quentusrex-desktop> Message-ID: <4918EB68.5000905@roarz.com> William, We have been slowly working on something like this. We'd love to compare notes/design and work together to finish it off. We've built a new Recurring Products block on the Accounts screen. We've flagged some products as Recurring Products, and these products can be selected in the Recurring Products block. A cron job then generates invoices. We don't put an approval step in, as we have a lot of recurring products, and we want them to just go out. We've also been working on automatic overdue reminders in the same cron job. We'll compare our design with your design and let's continue the conversation. *Any others have input on this?* Thanks, Brett quentusrex wrote: > Is there work already being done on the Recurring Revenue feature? If > not has the feature already been designed, just not implemented? If not, > who should I talk to about this feature? I want to get this feature > implemented quickly and I'm willing to do all of the work if I can get > some help on the proper vtiger way to implement the feature. > > I'd like something that would run as a cron job that would check every > day to see all of the sales orders to see if they were marked as > 'recurring' if so then check to see when the last invoice was generated. > If the last invoice was more than a month ago, then generate an invoice, > that needs to be approved by the sales person. Then the sales person > approves the invoice, and sends it out. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/20f3468c/attachment.html From quentusrex at gmail.com Mon Nov 10 22:18:47 2008 From: quentusrex at gmail.com (quentusrex at gmail.com) Date: Tue, 11 Nov 2008 03:18:47 +0000 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <4918EB68.5000905@roarz.com> References: <1226367660.29197.58.camel@quentusrex-desktop><4918EB68.5000905@roarz.com> Message-ID: <1559776476-1226373471-cardhu_decombobulator_blackberry.rim.net-623461851-@bxe331.bisx.prod.on.blackberry> I would think that an approval step as an option would be very helpful. Especially for products that the price may change. -William Sent from my Verizon Wireless BlackBerry -----Original Message----- From: Brett Hooker Date: Tue, 11 Nov 2008 12:18:16 To: Subject: Re: [Vtigercrm-developers] Feature: Recurring Revenue _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com From joe at tsolucio.com Tue Nov 11 02:46:45 2008 From: joe at tsolucio.com (Joe Bordes) Date: Tue, 11 Nov 2008 08:46:45 +0100 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <1226367660.29197.58.camel@quentusrex-desktop> References: <1226367660.29197.58.camel@quentusrex-desktop> Message-ID: <49193865.1050406@tsolucio.com> Hi, We have this working using the SO as a template. http://vtiger-spain.com/wiki/doku.php?id=recurringbilling Joe TSolucio quentusrex escribi?: > Is there work already being done on the Recurring Revenue feature? If > not has the feature already been designed, just not implemented? If not, > who should I talk to about this feature? I want to get this feature > implemented quickly and I'm willing to do all of the work if I can get > some help on the proper vtiger way to implement the feature. > > I'd like something that would run as a cron job that would check every > day to see all of the sales orders to see if they were marked as > 'recurring' if so then check to see when the last invoice was generated. > If the last invoice was more than a month ago, then generate an invoice, > that needs to be approved by the sales person. Then the sales person > approves the invoice, and sends it out. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > From eugene.babiy at gmail.com Tue Nov 11 04:03:26 2008 From: eugene.babiy at gmail.com (Eugene Babiy) Date: Tue, 11 Nov 2008 11:03:26 +0200 Subject: [Vtigercrm-developers] Currency rates up to date Message-ID: <1226394206.8316.0.camel@eugene-laptop> Hi Guys. Is there plans to adopt a currency rate for date in near vTiger releases? For me it's very important because my national currency rate permanently varies to USD and EUR and that would be great to see the amount converted to my national currency from USD and EUR up to rates dates. Best regards, Eugene Babiy. -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/519fffed/attachment.html From svk at vtiger.com Tue Nov 11 08:40:34 2008 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Tue, 11 Nov 2008 19:10:34 +0530 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <49193865.1050406@tsolucio.com> References: <1226367660.29197.58.camel@quentusrex-desktop> <49193865.1050406@tsolucio.com> Message-ID: <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> Hi, We intend to support Recurring invoices capability in 5.1. We plan to use an approach similar to the one taken by Joe. i.e., Use SalesOrder as a template and add a section to configure the recurring properties such as start period, end period and the frequency. When the recurring invoice is created by the system, the status will be set to 'Created' and an email alert can be sent to the owner. The owner can then change the status to 'Approved' Hope this approach fits the need for most clients. Please let us know your feedback. -Sreenivas (vtiger team) On Tue, Nov 11, 2008 at 1:16 PM, Joe Bordes wrote: > Hi, > > We have this working using the SO as a template. > > http://vtiger-spain.com/wiki/doku.php?id=recurringbilling > > Joe > TSolucio > > quentusrex escribi?: > > Is there work already being done on the Recurring Revenue feature? If > > not has the feature already been designed, just not implemented? If not, > > who should I talk to about this feature? I want to get this feature > > implemented quickly and I'm willing to do all of the work if I can get > > some help on the proper vtiger way to implement the feature. > > > > I'd like something that would run as a cron job that would check every > > day to see all of the sales orders to see if they were marked as > > 'recurring' if so then check to see when the last invoice was generated. > > If the last invoice was more than a month ago, then generate an invoice, > > that needs to be approved by the sales person. Then the sales person > > approves the invoice, and sends it out. > > > > -William > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/40b6aa56/attachment.html From quentusrex at gmail.com Tue Nov 11 12:31:03 2008 From: quentusrex at gmail.com (quentusrex) Date: Tue, 11 Nov 2008 09:31:03 -0800 Subject: [Vtigercrm-developers] Sales person Commissions Message-ID: <1226424663.29197.1019.camel@quentusrex-desktop> Is there a report that shows the sales person commissions earned? I'm trying to set something up so that the sales staff get a percent of the gross margin as their commissions. I would like the feature to be able to go to the dashboard to see a report as to which sales teams, and/or which sales person has earned the highest amount of sales commissions. Also, a way to see the total amount of sales commissions earned. -William From quentusrex at gmail.com Tue Nov 11 12:31:58 2008 From: quentusrex at gmail.com (quentusrex) Date: Tue, 11 Nov 2008 09:31:58 -0800 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> References: <1226367660.29197.58.camel@quentusrex-desktop> <49193865.1050406@tsolucio.com> <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> Message-ID: <1226424718.29197.1022.camel@quentusrex-desktop> How can I get involved to test this code, or in any other way help this feature get released? If it won't be out until 5.1, then how do I get get 5.1 out quicker? -William On Tue, 2008-11-11 at 19:10 +0530, Sreenivas Kanumuru wrote: > Hi, > > We intend to support Recurring invoices capability in 5.1. We plan to > use an approach similar to the one taken by Joe. i.e., Use SalesOrder > as a template and add a section to configure the recurring properties > such as start period, end period and the frequency. When the recurring > invoice is created by the system, the status will be set to 'Created' > and an email alert can be sent to the owner. The owner can then > change the status to 'Approved' > > Hope this approach fits the need for most clients. Please let us know > your feedback. > > -Sreenivas (vtiger team) > > > > > > On Tue, Nov 11, 2008 at 1:16 PM, Joe Bordes wrote: > Hi, > > We have this working using the SO as a template. > > http://vtiger-spain.com/wiki/doku.php?id=recurringbilling > > Joe > TSolucio > > quentusrex escribi?: > > > Is there work already being done on the Recurring Revenue > feature? If > > not has the feature already been designed, just not > implemented? If not, > > who should I talk to about this feature? I want to get this > feature > > implemented quickly and I'm willing to do all of the work if > I can get > > some help on the proper vtiger way to implement the feature. > > > > I'd like something that would run as a cron job that would > check every > > day to see all of the sales orders to see if they were > marked as > > 'recurring' if so then check to see when the last invoice > was generated. > > If the last invoice was more than a month ago, then generate > an invoice, > > that needs to be approved by the sales person. Then the > sales person > > approves the invoice, and sends it out. > > > > -William > > > > _______________________________________________ > > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From j4c0b1 at gmail.com Tue Nov 11 14:49:19 2008 From: j4c0b1 at gmail.com (Cicero Jacobi Filho) Date: Tue, 11 Nov 2008 17:49:19 -0200 Subject: [Vtigercrm-developers] Sales person Commissions In-Reply-To: <1226424663.29197.1019.camel@quentusrex-desktop> References: <1226424663.29197.1019.camel@quentusrex-desktop> Message-ID: That's a real important thing to have, a must have. We are actually developing a commissions intelligence in CRM, just to have it automatically calculated. 2008/11/11 quentusrex > Is there a report that shows the sales person commissions earned? I'm > trying to set something up so that the sales staff get a percent of the > gross margin as their commissions. > > I would like the feature to be able to go to the dashboard to see a > report as to which sales teams, and/or which sales person has earned the > highest amount of sales commissions. Also, a way to see the total amount > of sales commissions earned. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Atenciosamente C?cero Jacobi Filho j4c0b1 at gmail.com 51-93350964 51-84566132 icq : 78883010 msn : cjacobi at hotmail.com gmail : j4c0b1 at gmail.com skype : cjacobi -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/15dabfd1/attachment.html From quentusrex at gmail.com Tue Nov 11 15:05:37 2008 From: quentusrex at gmail.com (quentusrex) Date: Tue, 11 Nov 2008 12:05:37 -0800 Subject: [Vtigercrm-developers] Sales person Commissions In-Reply-To: References: <1226424663.29197.1019.camel@quentusrex-desktop> Message-ID: <1226433937.29197.1179.camel@quentusrex-desktop> Right. So where can I start helping the development of this feature? For my system I would like to be able to set the commission rates on the products, and then when the sales order is written the sales person can easily see the total commission they will earn off of the sale, also what the commission rate is. So that they know by how much they can discount the product(the max of their commission). etc. My hope is to use a end of month report(that will calculate all the commissions earned by each sales person) to determine the winner of sales competitions. -William On Tue, 2008-11-11 at 17:49 -0200, Cicero Jacobi Filho wrote: > That's a real important thing to have, a must have. > > We are actually developing a commissions intelligence in CRM, just to > have it automatically calculated. > > > > 2008/11/11 quentusrex > Is there a report that shows the sales person commissions > earned? I'm > trying to set something up so that the sales staff get a > percent of the > gross margin as their commissions. > > I would like the feature to be able to go to the dashboard to > see a > report as to which sales teams, and/or which sales person has > earned the > highest amount of sales commissions. Also, a way to see the > total amount > of sales commissions earned. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From quentusrex at gmail.com Tue Nov 11 18:50:31 2008 From: quentusrex at gmail.com (quentusrex) Date: Tue, 11 Nov 2008 15:50:31 -0800 Subject: [Vtigercrm-developers] Sales person Commissions In-Reply-To: References: <1226424663.29197.1019.camel@quentusrex-desktop> Message-ID: <1226447431.9728.4.camel@quentusrex-desktop> Where is this feature located? Is it in the main source? or as a separate module/plugin? If it's in the main source, who's the lead developer for this feature? -William On Tue, 2008-11-11 at 17:49 -0200, Cicero Jacobi Filho wrote: > That's a real important thing to have, a must have. > > We are actually developing a commissions intelligence in CRM, just to > have it automatically calculated. > > > > 2008/11/11 quentusrex > Is there a report that shows the sales person commissions > earned? I'm > trying to set something up so that the sales staff get a > percent of the > gross margin as their commissions. > > I would like the feature to be able to go to the dashboard to > see a > report as to which sales teams, and/or which sales person has > earned the > highest amount of sales commissions. Also, a way to see the > total amount > of sales commissions earned. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From davidv.net at gmail.com Tue Nov 11 18:51:35 2008 From: davidv.net at gmail.com (David V.) Date: Tue, 11 Nov 2008 19:51:35 -0400 Subject: [Vtigercrm-developers] Currency rates up to date In-Reply-To: <1226394206.8316.0.camel@eugene-laptop> References: <1226394206.8316.0.camel@eugene-laptop> Message-ID: Eugene, Do you mean you want the rates to be changed automaticaly at a specific date ??? David V. On Tue, Nov 11, 2008 at 5:03 AM, Eugene Babiy wrote: > Hi Guys. > > Is there plans to adopt a currency rate for date in near vTiger releases? > For me it's very important because my national currency rate permanently > varies to USD and EUR and that would be great to see the amount converted to > my national currency from USD and EUR up to rates dates. > > Best regards, Eugene Babiy. > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/7744d305/attachment.html From carloz at gnumerica.org Wed Nov 12 09:46:16 2008 From: carloz at gnumerica.org (carlo beschi) Date: Wed, 12 Nov 2008 15:46:16 +0100 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> References: <1226367660.29197.58.camel@quentusrex-desktop> <49193865.1050406@tsolucio.com> <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> Message-ID: <491AEC38.2070403@gnumerica.org> One more step in the right direction. :-) We'll be very happy to see this integrated. Carlo Sreenivas Kanumuru wrote: > Hi, > > We intend to support Recurring invoices capability in 5.1. We plan to > use an approach similar to the one taken by Joe. i.e., Use SalesOrder as > a template and add a section to configure the recurring properties such > as start period, end period and the frequency. When the recurring > invoice is created by the system, the status will be set to 'Created' > and an email alert can be sent to the owner. The owner can then change > the status to 'Approved' > > Hope this approach fits the need for most clients. Please let us know > your feedback. > > -Sreenivas (vtiger team) > > > > > > On Tue, Nov 11, 2008 at 1:16 PM, Joe Bordes > wrote: > > Hi, > > We have this working using the SO as a template. > > http://vtiger-spain.com/wiki/doku.php?id=recurringbilling > > Joe > TSolucio > > quentusrex escribi?: > > Is there work already being done on the Recurring Revenue feature? If > > not has the feature already been designed, just not implemented? > If not, > > who should I talk to about this feature? I want to get this feature > > implemented quickly and I'm willing to do all of the work if I > can get > > some help on the proper vtiger way to implement the feature. > > > > I'd like something that would run as a cron job that would check > every > > day to see all of the sales orders to see if they were marked as > > 'recurring' if so then check to see when the last invoice was > generated. > > If the last invoice was more than a month ago, then generate an > invoice, > > that needs to be approved by the sales person. Then the sales person > > approves the invoice, and sends it out. > > > > -William > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From brett.hooker at roarz.com Wed Nov 12 17:22:49 2008 From: brett.hooker at roarz.com (Brett Hooker) Date: Thu, 13 Nov 2008 08:22:49 +1000 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> References: <1226367660.29197.58.camel@quentusrex-desktop> <49193865.1050406@tsolucio.com> <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> Message-ID: <491B5739.6020605@roarz.com> Sreenivas, That'll be great! The requirement we're working to meet is as follows. An order comes in for a hosting account, multiple domain names, a payment gateway, and a SSL certificate. These items may be entered by a sales rep or an operator, whose time is precious, thus they need the quickest mechanism possible to enter these items. Each item is on its own recurring schedule, for example: - Hosting is monthly - Domain names are annual, or bi annual - SSL is annual - Payment gateway is annual Some of these items are included for free in the first cycle, e.g. domain name free for first year of service or first month of hosting is free. We achieve this be entering recurring properties against each line item. For the record, we capture the following attributes for recurring items: - Product (lookup to Product database) - Price (the amount to be charged on each anniversary) - First payment free (yes/no) - Extra details (text field that holds the descriptor of the recurring product, e.g. domain name, hosting account name, ssl cert domain, etc) - Status (active [paid], expired, unpaid, etc) - Next payment due date (calculated) - Cycle (monthly, quarterly, annual, bi-annual, etc) When these items arrive at their anniversary date, a single invoice is produced with all of the Accounts due recurring products on it. We do this in the cron job. I like the idea of this being raised on a sales order. In our case, we'd have to capture the recurring details for each product on each line item. We'd also have to provide a related list on the Accounts screen to show all recurring products for an Account, as we've found that customers purchase many of these items over time, and we need to be able to access all of them in a single place in summary form. (hence why we put this on the accounts screen in our case) We are yet to build a recurring products module, but we are planning on doing this. Again, this is to allow us to see the record of all recurring products in a single screen so that we can audit/manage/review all "live revenue" products through a single screen. It would be impractical for us to scan through sales orders, or a related list on each Account to do this. When we build the recurring products module, it might negate the need to enter these on a Sales Order, as we could do the Additions via the Recurring Products module. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Logan City Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre : Level 9, 12-13 Marine Parade Southport Qld 4215 /ROARZ will help you get your website up to date and keep it that way./ Sreenivas Kanumuru wrote: > Hi, > > We intend to support Recurring invoices capability in 5.1. We plan to > use an approach similar to the one taken by Joe. i.e., Use SalesOrder > as a template and add a section to configure the recurring properties > such as start period, end period and the frequency. When the recurring > invoice is created by the system, the status will be set to 'Created' > and an email alert can be sent to the owner. The owner can then > change the status to 'Approved' > > Hope this approach fits the need for most clients. Please let us know > your feedback. > > -Sreenivas (vtiger team) > > > > > > On Tue, Nov 11, 2008 at 1:16 PM, Joe Bordes > wrote: > > Hi, > > We have this working using the SO as a template. > > http://vtiger-spain.com/wiki/doku.php?id=recurringbilling > > Joe > TSolucio > > quentusrex escribi?: > > Is there work already being done on the Recurring Revenue > feature? If > > not has the feature already been designed, just not implemented? > If not, > > who should I talk to about this feature? I want to get this feature > > implemented quickly and I'm willing to do all of the work if I > can get > > some help on the proper vtiger way to implement the feature. > > > > I'd like something that would run as a cron job that would check > every > > day to see all of the sales orders to see if they were marked as > > 'recurring' if so then check to see when the last invoice was > generated. > > If the last invoice was more than a month ago, then generate an > invoice, > > that needs to be approved by the sales person. Then the sales person > > approves the invoice, and sends it out. > > > > -William > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/40a1a6c7/attachment.html -------------- next part -------------- A non-text attachment was scrubbed... Name: brett-hooker.jpg Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/40a1a6c7/attachment.jpg -------------- next part -------------- A non-text attachment was scrubbed... Name: ROARZ-Logo-screen-154.png Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/40a1a6c7/attachment.png From prasad at vtiger.com Thu Nov 13 10:38:45 2008 From: prasad at vtiger.com (Prasad) Date: Thu, 13 Nov 2008 21:08:45 +0530 Subject: [Vtigercrm-developers] vtiger CRM 5.0.4 Security Patch Release Message-ID: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> Dear vtigers, We have released a security patch for 5.0.4 that fixes the following security issues along with some critical bugs reported by the community. More details can be found in the release notes [VtigerCRM 5.0.4 SecurityPatch_ReleaseNotes ]. Security Issues:- 1. Local File Disclosure 2. Cross-Site Scripting 3. SQL injection Vulnerability 4. Arbitrary File Upload Trac Tickets:- #5235 : Patch Apply: Timeout settings need change #5255 : Cannot import more than 500 records #5307: Campaign Related info getting lost #5298 : File attachment download gets corrupted #5294 : Organization image upload issue # 5231: Webmail qualify issue # 5268: Homepage dashboard link showing incorrect data in list view #4847 : Problem in selecting users/groups/profiles from the roles and groups edit view #5393 : Not able to delete default profiles/roles/users We thank vtiger community for their support to detect the issues and help us resolve it. Special thanks to Mark Piper, Fabian Fingerele, and Different Solutions. *Patch Download:* The 5.0.4 Security patch download is available here: [ VtigerCRM5.0.4_SecurityPatch ] *NOTE:* You will need to unpack the zip into your vtiger CRM folder. We recommend you to take a backup of your directory first before you unpack the patch. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/efb6675f/attachment.html From svk at vtiger.com Thu Nov 13 13:12:21 2008 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Thu, 13 Nov 2008 23:42:21 +0530 Subject: [Vtigercrm-developers] Service Contracts Message-ID: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Hi vtigers, As we mentioned earlier, we will be supporting non-stockable (services) and stockable items (physical items) under Inventory products module. To take our new love for services further, we will be supporting Recurring Invoices and Service Contracts. We see these as two different things. Let me explain: - Recurring Invoices: Invoices will be created automatically at the configured frequency. To support Recurring invoices, we plan to add a new section in the Sales Order to capture - Start and End period - Frequency (yearly, monthly) - Service Contracts: Helps track professional and support service agreements. Service contracts are done at an item level in the Invoice. A Service contract could have the following fields. - associated with *Account* - *Start Date, End Date, Tracking Unit *[Hours, Days, Incidents], *Total Units, Available Units*. (ex: our Level 2 Support for small client is restricted to 4 tickets) - is linked to Trouble ticket module. Each trouble ticket closed should automatically decrement the counter or the available hours. - alert the client when limit is getting close. - We can provide a button for each service line item in an invoice to create a service contract. Before moving ahead, we would like to hear from you. - Is Service contracts module useful? - Do you have any suggestions to improve upon the above defined capability in Service Contracts? We are wary of the Service Contracts exploding into a major piece of work, for example to help with SLA compliance..etc. We would like to keep this to a limited scope for now. Please share your feedback. thanks, Sreenivas -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/e08ff1a9/attachment.html From quentusrex at gmail.com Thu Nov 13 14:24:30 2008 From: quentusrex at gmail.com (quentusrex) Date: Thu, 13 Nov 2008 11:24:30 -0800 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Message-ID: <1226604270.9728.8.camel@quentusrex-desktop> I think they are both a great idea. For the Recurring Invoice feature, also add quarterly. I would say that the focus should be on the recurring invoice feature over the Service Contract feature. -William On Thu, 2008-11-13 at 23:42 +0530, Sreenivas Kanumuru wrote: > > Hi vtigers, > > As we mentioned earlier, we will be supporting non-stockable > (services) and stockable items (physical items) under Inventory > products module. To take our new love for services further, we will be > supporting Recurring Invoices and Service Contracts. We see these as > two different things. Let me explain: > * Recurring Invoices: Invoices will be created automatically at > the configured frequency. To support Recurring invoices, we > plan to add a new section in the Sales Order to capture > * Start and End period > * Frequency (yearly, monthly) > * Service Contracts: Helps track professional and support > service agreements. Service contracts are done at an item > level in the Invoice. A Service contract could have the > following fields. > * associated with Account > * Start Date, End Date, Tracking Unit [Hours, Days, > Incidents], Total Units, Available Units. (ex: our > Level 2 Support for small client is restricted to 4 > tickets) > * is linked to Trouble ticket module. Each trouble > ticket closed should automatically decrement the > counter or the available hours. > * alert the client when limit is getting close. > * We can provide a button for each service line item in > an invoice to create a service contract. > Before moving ahead, we would like to hear from you. > * Is Service contracts module useful? > * Do you have any suggestions to improve upon the above defined > capability in Service Contracts? > We are wary of the Service Contracts exploding into a major piece of > work, for example to help with SLA compliance..etc. We would like to > keep this to a limited scope for now. > > Please share your feedback. > > thanks, > Sreenivas > > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From quentusrex at gmail.com Thu Nov 13 15:19:30 2008 From: quentusrex at gmail.com (quentusrex) Date: Thu, 13 Nov 2008 12:19:30 -0800 Subject: [Vtigercrm-developers] Feature request: One click update, and one click install of new modules Message-ID: <1226607570.9728.10.camel@quentusrex-desktop> It would be very handy to be able to auto upgrade vtiger from within the admin panel. The FreePBX software has the ability to do one click installs based on a php project. -William From davidv.net at gmail.com Thu Nov 13 16:03:36 2008 From: davidv.net at gmail.com (David V.) Date: Thu, 13 Nov 2008 17:03:36 -0400 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: <1226604270.9728.8.camel@quentusrex-desktop> References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> <1226604270.9728.8.camel@quentusrex-desktop> Message-ID: Sreenivas, We sell space on our servers and we charge our customers monthly. Do you think we could you use this system to automaticaly make an invoice each month for each account based on how much space they currently use ? We already have a cron that updates a custom field in Accounts with the space used by each account. Let's say customer A has 5Gig this month, and customer B has 7Gig. Let's say we already have a product called "Giga Byte". Will we be able to use the information in our custom field as the quantity in the invoice ? So we the system would make an invoice for customer A with 5 * "Giga Byte" and another invoice for customer B with 7 * "Giga Byte" Thank you for all the work you guys are doing and for this great CRM. David V. On Thu, Nov 13, 2008 at 3:24 PM, quentusrex wrote: > I think they are both a great idea. For the Recurring Invoice feature, > also add quarterly. I would say that the focus should be on the > recurring invoice feature over the Service Contract feature. > > -William > > On Thu, 2008-11-13 at 23:42 +0530, Sreenivas Kanumuru wrote: > > > > Hi vtigers, > > > > As we mentioned earlier, we will be supporting non-stockable > > (services) and stockable items (physical items) under Inventory > > products module. To take our new love for services further, we will be > > supporting Recurring Invoices and Service Contracts. We see these as > > two different things. Let me explain: > > * Recurring Invoices: Invoices will be created automatically at > > the configured frequency. To support Recurring invoices, we > > plan to add a new section in the Sales Order to capture > > * Start and End period > > * Frequency (yearly, monthly) > > * Service Contracts: Helps track professional and support > > service agreements. Service contracts are done at an item > > level in the Invoice. A Service contract could have the > > following fields. > > * associated with Account > > * Start Date, End Date, Tracking Unit [Hours, Days, > > Incidents], Total Units, Available Units. (ex: our > > Level 2 Support for small client is restricted to 4 > > tickets) > > * is linked to Trouble ticket module. Each trouble > > ticket closed should automatically decrement the > > counter or the available hours. > > * alert the client when limit is getting close. > > * We can provide a button for each service line item in > > an invoice to create a service contract. > > Before moving ahead, we would like to hear from you. > > * Is Service contracts module useful? > > * Do you have any suggestions to improve upon the above defined > > capability in Service Contracts? > > We are wary of the Service Contracts exploding into a major piece of > > work, for example to help with SLA compliance..etc. We would like to > > keep this to a limited scope for now. > > > > Please share your feedback. > > > > thanks, > > Sreenivas > > > > > > > > > > > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/c658eaa8/attachment.html From davidv.net at gmail.com Thu Nov 13 16:06:22 2008 From: davidv.net at gmail.com (David V.) Date: Thu, 13 Nov 2008 17:06:22 -0400 Subject: [Vtigercrm-developers] Feature request: One click update, and one click install of new modules In-Reply-To: <1226607570.9728.10.camel@quentusrex-desktop> References: <1226607570.9728.10.camel@quentusrex-desktop> Message-ID: I also vote for this feature. Now that we have customs modules support and an API it should be much easier to auto upgrage Vtiger without destroying every customization made before. David V. On Thu, Nov 13, 2008 at 4:19 PM, quentusrex wrote: > It would be very handy to be able to auto upgrade vtiger from within the > admin panel. The FreePBX software has the ability to do one click > installs based on a php project. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/93f43788/attachment.html From asha at vtiger.com Thu Nov 13 16:50:55 2008 From: asha at vtiger.com (Asha) Date: Fri, 14 Nov 2008 03:20:55 +0530 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Message-ID: Hi Sreenivas, I am not sure if the following line was by mistake or intended :- To support Recurring invoices, we plan to add a new section in the Sales Order to capture -> Did you really mean that we will capture this information in Sales Order or you actually meant Invoice? On 11/13/08, Sreenivas Kanumuru wrote: > > > Hi vtigers, > > As we mentioned earlier, we will be supporting non-stockable (services) and > stockable items (physical items) under Inventory products module. To take > our new love for services further, we will be supporting Recurring Invoices > and Service Contracts. We see these as two different things. Let me explain: > > > - Recurring Invoices: Invoices will be created automatically at the > configured frequency. To support Recurring invoices, we plan to add a new > section in the Sales Order to capture > - Start and End period > - Frequency (yearly, monthly) > - Service Contracts: Helps track professional and support service > agreements. Service contracts are done at an item level in the Invoice. A > Service contract could have the following fields. > - associated with *Account* > - *Start Date, End Date, Tracking Unit *[Hours, Days, Incidents], *Total > Units, Available Units*. (ex: our Level 2 Support for small client > is restricted to 4 tickets) > - is linked to Trouble ticket module. Each trouble ticket closed > should automatically decrement the counter or the available hours. > - alert the client when limit is getting close. > - We can provide a button for each service line item in an invoice > to create a service contract. > > Before moving ahead, we would like to hear from you. > > - Is Service contracts module useful? > - Do you have any suggestions to improve upon the above defined > capability in Service Contracts? > > We are wary of the Service Contracts exploding into a major piece of work, > for example to help with SLA compliance..etc. We would like to keep this to > a limited scope for now. > > Please share your feedback. > > thanks, > Sreenivas > > > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Regards, Asha vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081114/ef5c4faa/attachment.html From svk at vtiger.com Thu Nov 13 22:56:36 2008 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Fri, 14 Nov 2008 09:26:36 +0530 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Message-ID: <370368f40811131956h1592157ei6696e1a53a2166d4@mail.gmail.com> Hi Asha, Based on the feedback, Sales Order seems to be a better place to capture the recurring information for the invoices. For ex, a client could order a service for 5 years, and it will be billed on an annual basis. So the order information will be captured in the Sales Order, and the invoice will be raised annually. -Sreenivas On Fri, Nov 14, 2008 at 3:20 AM, Asha wrote: > Hi Sreenivas, > > I am not sure if the following line was by mistake or intended :- > To support Recurring invoices, we plan to add a new section in the Sales > Order to capture > -> Did you really mean that we will capture this information in Sales Order > or you actually meant Invoice? > > On 11/13/08, Sreenivas Kanumuru wrote: > >> >> Hi vtigers, >> >> As we mentioned earlier, we will be supporting non-stockable (services) >> and stockable items (physical items) under Inventory products module. To >> take our new love for services further, we will be supporting Recurring >> Invoices and Service Contracts. We see these as two different things. Let me >> explain: >> >> - Recurring Invoices: Invoices will be created automatically at the >> configured frequency. To support Recurring invoices, we plan to add a new >> section in the Sales Order to capture >> - Start and End period >> - Frequency (yearly, monthly) >> - Service Contracts: Helps track professional and support service >> agreements. Service contracts are done at an item level in the Invoice. A >> Service contract could have the following fields. >> - associated with *Account* >> - *Start Date, End Date, Tracking Unit *[Hours, Days, Incidents], *Total >> Units, Available Units*. (ex: our Level 2 Support for small client >> is restricted to 4 tickets) >> - is linked to Trouble ticket module. Each trouble ticket closed >> should automatically decrement the counter or the available hours. >> - alert the client when limit is getting close. >> - We can provide a button for each service line item in an invoice >> to create a service contract. >> >> Before moving ahead, we would like to hear from you. >> >> - Is Service contracts module useful? >> - Do you have any suggestions to improve upon the above defined >> capability in Service Contracts? >> >> We are wary of the Service Contracts exploding into a major piece of work, >> for example to help with SLA compliance..etc. We would like to keep this to >> a limited scope for now. >> >> Please share your feedback. >> >> thanks, >> Sreenivas >> >> >> >> >> >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > -- > Regards, > Asha > vtiger Team > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081114/3cecab61/attachment.html From tzenk at gmx.net Fri Nov 14 01:54:38 2008 From: tzenk at gmx.net (Torsten Zenk) Date: Fri, 14 Nov 2008 07:54:38 +0100 Subject: [Vtigercrm-developers] vtiger CRM 5.0.4 Security Patch Release In-Reply-To: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> References: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> Message-ID: <491D20AE.2010606@gmx.net> Hi everybody, be aware that with this security patch you override some modifications made to root files. I just experienced an error after applying the sec patch with the only plugin that i have installed, the vical1.1 plugin. So i don?t know if this is an issue with other plugins. The export .ics file gets printed out within the browser instead of being putted out as a downloadable vtiger-calendar.zip Doing a diff between the involved files showed me that these changes have to be made if you already have the vical plugin installed andf then apply the sceurity patch. The changes have to be made to 1 file out of those who come with vical1.1.zip: ----------------------------------------- in index.php (vTiger 5.04 + vical, no sec patch) these lines are not there anymore in the new index.php after applying the security patch so these code changes have to be made manually: 304 + ereg("^iCalExport",$action) || 331 + ereg("^iCalExport",$action) || 338 - if(ereg("^downloadfile", $action) || ereg("^fieldtypes",$action) || ereg("^mailmergedownloadfile",$action)|| ereg("^get_img",$action)) 338 + if(ereg("^iCalExport", $action) || ereg("^downloadfile", $action) || ereg("^fieldtypes",$action) || ereg("^mailmergedownloadfile",$action)|| ereg("^get_img",$action)) ---------------------------------------- I guess this procedure has to be done with every single plugin that was added BEFORE the security patch? Is there something like a "general" way to apply vTiger ROOT patches (like this one) without destroying the plugin modifications or is the only way to apply the patch to do the manual changes on every single file that was realesed with the sec patch? Best Regards Torsten Zenk Prasad schrieb: > Dear vtigers, > > We have released a security patch for 5.0.4 that fixes the following > security issues along with some critical bugs reported by the community. > > More details can be found in the release notes [VtigerCRM 5.0.4 > SecurityPatch_ReleaseNotes > ]. > > Security Issues:- > 1. Local File Disclosure > 2. Cross-Site Scripting > 3. SQL injection Vulnerability > 4. Arbitrary File Upload > > Trac Tickets:- > #5235 : Patch Apply: > Timeout settings need change > #5255 : Cannot import > more than 500 records > #5307: Campaign > Related info getting lost > #5298 : File attachment > download gets corrupted > #5294 : Organization > image upload issue > # 5231: > Webmail qualify issue > # 5268: > Homepage dashboard link showing incorrect data in list view > #4847 : Problem in > selecting users/groups/profiles from the roles and groups edit view > #5393 : Not able to > delete default profiles/roles/users > > We thank vtiger community for their support to detect the issues and help us > resolve it. Special thanks to Mark Piper, Fabian Fingerele, and Different > Solutions. > > *Patch Download:* > The 5.0.4 Security patch download is available here: [ > VtigerCRM5.0.4_SecurityPatch > ] > > *NOTE:* You will need to unpack the zip into your vtiger CRM folder. We > recommend you to take a backup of your directory first before you unpack the > patch. > Regards, > Prasad > vtiger Team > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081114/14657e03/attachment.html From asha at vtiger.com Fri Nov 14 02:28:30 2008 From: asha at vtiger.com (Asha) Date: Fri, 14 Nov 2008 12:58:30 +0530 Subject: [Vtigercrm-developers] vtiger CRM 5.0.4 Security Patch Release In-Reply-To: <491D20AE.2010606@gmx.net> References: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> <491D20AE.2010606@gmx.net> Message-ID: Hi All, Those who are doing code modifications or applying other patches on 5.0.4, may face problem when they directly unzip the patch. Please refer to the following link, which will give you the diff of the changes required for security patch: http://trac.vtiger.com/cgi-bin/trac.cgi/changeset?old_path=vtigercrm%2Fbranches%2F5.1&old=12169&new_path=vtigercrm%2Fbranches%2F5.1&new=12170 You can download the diff from there and apply the diff on your source. On 11/14/08, Torsten Zenk wrote: > > Hi everybody, > be aware that with this security patch you override some modifications made > to root files. I just experienced an error after applying the sec patch > with the only plugin that i have installed, the vical1.1 plugin. > So i don?t know if this is an issue with other plugins. > The export .ics file gets printed out within the browser instead of being > putted out as a downloadable vtiger-calendar.zip > Doing a diff between the involved files showed me that these changes have > to be made if you already have the vical plugin installed andf then apply > the sceurity patch. > The changes have to be made to 1 file out of those who come with > vical1.1.zip: > > ----------------------------------------- > in index.php (vTiger 5.04 + vical, no sec patch) these lines are not there > anymore in the new index.php after applying the security patch so these code > changes have to be made manually: > > 304 + ereg("^iCalExport",$action) || > 331 + ereg("^iCalExport",$action) || > 338 - if(ereg("^downloadfile", $action) || ereg("^fieldtypes",$action) > || ereg("^mailmergedownloadfile",$action)|| ereg("^get_img",$action)) > 338 + if(ereg("^iCalExport", $action) || ereg("^downloadfile", $action) > || ereg("^fieldtypes",$action) || ereg("^mailmergedownloadfile",$action)|| > ereg("^get_img",$action)) > > ---------------------------------------- > > I guess this procedure has to be done with every single plugin that was > added BEFORE the security patch? > > Is there something like a "general" way to apply vTiger ROOT patches (like > this one) without destroying the plugin modifications or is the only way to > apply the patch to do the manual changes on every single file that was > realesed with the sec patch? > > Best Regards > Torsten Zenk > > > > Prasad schrieb: > > Dear vtigers, > > We have released a security patch for 5.0.4 that fixes the following > security issues along with some critical bugs reported by the community. > > More details can be found in the release notes [VtigerCRM 5.0.4 > SecurityPatch_ReleaseNotes > ]. > > Security Issues:- > 1. Local File Disclosure > 2. Cross-Site Scripting > 3. SQL injection Vulnerability > 4. Arbitrary File Upload > > Trac Tickets:- > #5235 : Patch Apply: > Timeout settings need change > #5255 : Cannot import > more than 500 records > #5307: Campaign > Related info getting lost > #5298 : File attachment > download gets corrupted > #5294 : Organization > image upload issue > # 5231 : > Webmail qualify issue > # 5268 : > Homepage dashboard link showing incorrect data in list view > #4847 : Problem in > selecting users/groups/profiles from the roles and groups edit view > #5393 : Not able to > delete default profiles/roles/users > > We thank vtiger community for their support to detect the issues and help us > resolve it. Special thanks to Mark Piper, Fabian Fingerele, and Different > Solutions. > > *Patch Download:* > The 5.0.4 Security patch download is available here: [ > VtigerCRM5.0.4_SecurityPatch > ] > > *NOTE:* You will need to unpack the zip into your vtiger CRM folder. We > recommend you to take a backup of your directory first before you unpack the > patch. > Regards, > Prasad > vtiger Team > > ------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Regards, Asha vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081114/a3fa8305/attachment.html From stevens at techtron.co.za Fri Nov 14 04:01:17 2008 From: stevens at techtron.co.za (Steven Sher) Date: Fri, 14 Nov 2008 11:01:17 +0200 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Message-ID: <4F1442F9EA0AE440ADDBB36DBC59591A244CCE@techserver.Techtron.local> Service contracts would be an excellent feature, look forward to the implementation. Steve From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of Sreenivas Kanumuru Sent: 13 November 2008 08:12 PM To: vtigercrm-developers at lists.vtigercrm.com Subject: [Vtigercrm-developers] Service Contracts Hi vtigers, As we mentioned earlier, we will be supporting non-stockable (services) and stockable items (physical items) under Inventory products module. To take our new love for services further, we will be supporting Recurring Invoices and Service Contracts. We see these as two different things. Let me explain: * Recurring Invoices: Invoices will be created automatically at the configured frequency. To support Recurring invoices, we plan to add a new section in the Sales Order to capture * Start and End period * Frequency (yearly, monthly) * Service Contracts: Helps track professional and support service agreements. Service contracts are done at an item level in the Invoice. A Service contract could have the following fields. * associated with Account * Start Date, End Date, Tracking Unit [Hours, Days, Incidents], Total Units, Available Units. (ex: our Level 2 Support for small client is restricted to 4 tickets) * is linked to Trouble ticket module. Each trouble ticket closed should automatically decrement the counter or the available hours. * alert the client when limit is getting close. * We can provide a button for each service line item in an invoice to create a service contract. Before moving ahead, we would like to hear from you. * Is Service contracts module useful? * Do you have any suggestions to improve upon the above defined capability in Service Contracts? We are wary of the Service Contracts exploding into a major piece of work, for example to help with SLA compliance..etc. We would like to keep this to a limited scope for now. Please share your feedback. thanks, Sreenivas -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081114/091992c4/attachment.html From asha at vtiger.com Fri Nov 14 05:51:24 2008 From: asha at vtiger.com (Asha) Date: Fri, 14 Nov 2008 16:21:24 +0530 Subject: [Vtigercrm-developers] vtiger CRM 5.0.4 Security Patch Release In-Reply-To: References: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> <491D20AE.2010606@gmx.net> Message-ID: Hi All, Please refer to the following link for the diff, instead of the one I had sent earlier : http://trac.vtiger.com/cgi-bin/trac.cgi/changeset?old_path=vtigercrm%2Fbranches%2F5.0.4&old=12052&new_path=vtigercrm%2Fbranches%2F5.0.4&new=12177 Previous one was w.r.t 5.1.0, so you may have some issues while applying the patch or the diff. So please refer to the new link which is w.r.t 5.0.4 On 11/14/08, Asha wrote: > > Hi All, > > Those who are doing code modifications or applying other patches on 5.0.4, > may face problem when they directly unzip the patch. > > Please refer to the following link, which will give you the diff of the > changes required for security patch: > > http://trac.vtiger.com/cgi-bin/trac.cgi/changeset?old_path=vtigercrm%2Fbranches%2F5.1&old=12169&new_path=vtigercrm%2Fbranches%2F5.1&new=12170 > > You can download the diff from there and apply the diff on your source. > > On 11/14/08, Torsten Zenk wrote: >> >> Hi everybody, >> be aware that with this security patch you override some modifications >> made to root files. I just experienced an error after applying the sec >> patch with the only plugin that i have installed, the vical1.1 plugin. >> So i don?t know if this is an issue with other plugins. >> The export .ics file gets printed out within the browser instead of being >> putted out as a downloadable vtiger-calendar.zip >> Doing a diff between the involved files showed me that these changes have >> to be made if you already have the vical plugin installed andf then apply >> the sceurity patch. >> The changes have to be made to 1 file out of those who come with >> vical1.1.zip: >> >> ----------------------------------------- >> in index.php (vTiger 5.04 + vical, no sec patch) these lines are not there >> anymore in the new index.php after applying the security patch so these code >> changes have to be made manually: >> >> 304 + ereg("^iCalExport",$action) || >> 331 + ereg("^iCalExport",$action) || >> 338 - if(ereg("^downloadfile", $action) || ereg("^fieldtypes",$action) >> || ereg("^mailmergedownloadfile",$action)|| ereg("^get_img",$action)) >> 338 + if(ereg("^iCalExport", $action) || ereg("^downloadfile", $action) >> || ereg("^fieldtypes",$action) || ereg("^mailmergedownloadfile",$action)|| >> ereg("^get_img",$action)) >> >> ---------------------------------------- >> >> I guess this procedure has to be done with every single plugin that was >> added BEFORE the security patch? >> >> Is there something like a "general" way to apply vTiger ROOT patches (like >> this one) without destroying the plugin modifications or is the only way to >> apply the patch to do the manual changes on every single file that was >> realesed with the sec patch? >> >> Best Regards >> Torsten Zenk >> >> >> >> Prasad schrieb: >> >> Dear vtigers, >> >> We have released a security patch for 5.0.4 that fixes the following >> security issues along with some critical bugs reported by the community. >> >> More details can be found in the release notes [VtigerCRM 5.0.4 >> >> SecurityPatch_ReleaseNotes >> >> ]. >> >> Security Issues:- >> 1. Local File Disclosure >> 2. Cross-Site Scripting >> 3. SQL injection Vulnerability >> 4. Arbitrary File Upload >> >> Trac Tickets:- >> #5235 : Patch Apply: >> >> Timeout settings need change >> #5255 : Cannot import >> >> more than 500 records >> #5307: Campaign >> >> Related info getting lost >> #5298 : File attachment >> >> download gets corrupted >> #5294 : Organization >> >> image upload issue >> # 5231 : >> >> Webmail qualify issue >> # 5268 : >> >> Homepage dashboard link showing incorrect data in list view >> #4847 : Problem in >> >> selecting users/groups/profiles from the roles and groups edit view >> #5393 : Not able to >> >> delete default profiles/roles/users >> >> We thank vtiger community for their support to detect the issues and help us >> resolve it. Special thanks to Mark Piper, Fabian Fingerele, and Different >> Solutions. >> >> *Patch Download:* >> >> The 5.0.4 Security patch download is available here: [ >> VtigerCRM5.0.4_SecurityPatch >> >> ] >> >> *NOTE:* You will need to unpack the zip into your vtiger CRM folder. We >> recommend you to take a backup of your directory first before you unpack the >> patch. >> Regards, >> Prasad >> vtiger Team >> >> ------------------------------ >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > -- > Regards, > Asha > vtiger Team -- Regards, Asha vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081114/54eed4b8/attachment.html From prasad at vtiger.com Mon Nov 17 23:37:06 2008 From: prasad at vtiger.com (Prasad) Date: Tue, 18 Nov 2008 10:07:06 +0530 Subject: [Vtigercrm-developers] vtiger CRM Web Services Client Library Message-ID: <39d18b250811172037q49743f22g608e2ff9458c6e96@mail.gmail.com> Dear Team, vtwcslib-v1.1 is now released! This release includes offline client example written using Javascript web services library and Google Gears. Downloads available here: http://forge.vtiger.com/frs/?group_id=181&release_id=468 Keep us posted with your feedback to take Webservice API's forward. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081118/b7da1318/attachment.html From libregeek at gmail.com Wed Nov 19 05:07:11 2008 From: libregeek at gmail.com (Manilal K M) Date: Wed, 19 Nov 2008 15:37:11 +0530 Subject: [Vtigercrm-developers] TSolucio Project Management Module Message-ID: <2315046d0811190207t39691434lb7d918593755ade5@mail.gmail.com> Hello all, I was delighted to know that Tsolucio has been developing a Project Management(PM) module in vtiger-5. I have checked the vtiger forge site(http://forge.vtiger.com/projects/tsprojects) and downloaded the testing source available. However, it's based on an older version of vtiger(5.0.0) which has known conflicts with the DateTime class in PHP-5.2. I would like to know whether this project has any releases for the latest stable release of vtiger(5.0.4)? I understand that the PM module is bundled with the vtiger core in the available package. is it possible to get this module files alone so that I can integrate it to vtiger-5.0.4. Thanks in advance -- Manilal K M : ???????? ?? ??. http://libregeek.blogspot.com From libregeek at gmail.com Wed Nov 19 05:22:04 2008 From: libregeek at gmail.com (Manilal K M) Date: Wed, 19 Nov 2008 15:52:04 +0530 Subject: [Vtigercrm-developers] Suggestions for Vtiger Website Message-ID: <2315046d0811190222v1e84c6d7t2470a68061237352@mail.gmail.com> Hello all, I have two suggestions about the vtiger website: 1.As some of you are aware, the vtiger developer mailing list is being archived in marc.info. It may be helpful for the developers if the webmasters could add a hyper link to http://marc.info/?l=vtigercrm-developers in the community page. 2. I understand that vtiger is using Joomla! as the Content Management System. It may be nice if you could add an attribution to Joomla!, which is also an Open Source Project. regards -- Manilal K M : ???????? ?? ??. http://libregeek.blogspot.com From joe at tsolucio.com Wed Nov 19 06:16:32 2008 From: joe at tsolucio.com (Joe Bordes) Date: Wed, 19 Nov 2008 12:16:32 +0100 Subject: [Vtigercrm-developers] TSolucio Project Management Module In-Reply-To: <2315046d0811190207t39691434lb7d918593755ade5@mail.gmail.com> References: <2315046d0811190207t39691434lb7d918593755ade5@mail.gmail.com> Message-ID: <1227093392.4996.5.camel@joesunix.int> Hi, I am sorry to say that this module has been discontinued. At the moment there is no plan to finish it. We are open to proposals, but take into consideration that Different Solution does have a working PM module and we are covering the needs of most people that need project control with trouble tickets enhancements. Contact me if you think we can help you in any way. Regards, Joe TSolucio El mi?, 19-11-2008 a las 15:37 +0530, Manilal K M escribi?: > Hello all, > I was delighted to know that Tsolucio has been developing a Project > Management(PM) module in vtiger-5. I have checked the vtiger forge > site(http://forge.vtiger.com/projects/tsprojects) and downloaded the > testing source available. However, it's based on an older version of > vtiger(5.0.0) which has known conflicts with the DateTime class in > PHP-5.2. > > I would like to know whether this project has any releases for the > latest stable release of vtiger(5.0.4)? I understand that the PM > module is bundled with the vtiger core in the available package. is it > possible to get this module files alone so that I can integrate it to > vtiger-5.0.4. > > Thanks in advance From libregeek at gmail.com Wed Nov 19 06:15:41 2008 From: libregeek at gmail.com (Manilal K M) Date: Wed, 19 Nov 2008 16:45:41 +0530 Subject: [Vtigercrm-developers] TSolucio Project Management Module In-Reply-To: <1227093392.4996.5.camel@joesunix.int> References: <2315046d0811190207t39691434lb7d918593755ade5@mail.gmail.com> <1227093392.4996.5.camel@joesunix.int> Message-ID: <2315046d0811190315x18db7648od01f1e337a5d705b@mail.gmail.com> Thanks Joe for your valuable reply. I have tested DSproject and it seems that it doesn't have all the features that I need. The tsproject screenshots provided at the vtiger forge are very impressive. I will discuss this matter with my client and let you know if I can help with this project. regards -- Manilal K M : ???????? ?? ??. http://libregeek.blogspot.com 2008/11/19 Joe Bordes : > Hi, > > I am sorry to say that this module has been discontinued. At the moment > there is no plan to finish it. We are open to proposals, but take into > consideration that Different Solution does have a working PM module and > we are covering the needs of most people that need project control with > trouble tickets enhancements. > > Contact me if you think we can help you in any way. > > Regards, Joe > TSolucio > > El mi?, 19-11-2008 a las 15:37 +0530, Manilal K M escribi?: >> Hello all, >> I was delighted to know that Tsolucio has been developing a Project >> Management(PM) module in vtiger-5. I have checked the vtiger forge >> site(http://forge.vtiger.com/projects/tsprojects) and downloaded the >> testing source available. However, it's based on an older version of >> vtiger(5.0.0) which has known conflicts with the DateTime class in >> PHP-5.2. >> >> I would like to know whether this project has any releases for the >> latest stable release of vtiger(5.0.4)? I understand that the PM >> module is bundled with the vtiger core in the available package. is it >> possible to get this module files alone so that I can integrate it to >> vtiger-5.0.4. >> >> Thanks in advance > > From j4c0b1 at gmail.com Wed Nov 19 08:29:06 2008 From: j4c0b1 at gmail.com (Cicero Jacobi Filho) Date: Wed, 19 Nov 2008 11:29:06 -0200 Subject: [Vtigercrm-developers] TSolucio Project Management Module In-Reply-To: <2315046d0811190315x18db7648od01f1e337a5d705b@mail.gmail.com> References: <2315046d0811190207t39691434lb7d918593755ade5@mail.gmail.com> <1227093392.4996.5.camel@joesunix.int> <2315046d0811190315x18db7648od01f1e337a5d705b@mail.gmail.com> Message-ID: Hi all I?m using DSPROJECT to maintain information and CONTROL over the projects integrated with tickets in Vtiger CRm 5.0.4 and it works FINE! Our service area responsible for deployng and project control uses another stuffs to help in planning and estimations. by -- Atenciosamente C?cero Jacobi Filho j4c0b1 at gmail.com 51-93350964 51-84566132 icq : 78883010 msn : cjacobi at hotmail.com gmail : j4c0b1 at gmail.com skype : cjacobi 2008/11/19 Manilal K M > Thanks Joe for your valuable reply. I have tested DSproject and it > seems that it doesn't have all the features that I need. The > tsproject screenshots provided at the vtiger forge are very > impressive. I will discuss this matter with my client and let you know > if I can help with this project. > > regards > -- > Manilal K M : ???????? ?? ??. > http://libregeek.blogspot.com > > > > 2008/11/19 Joe Bordes : > > Hi, > > > > I am sorry to say that this module has been discontinued. At the moment > > there is no plan to finish it. We are open to proposals, but take into > > consideration that Different Solution does have a working PM module and > > we are covering the needs of most people that need project control with > > trouble tickets enhancements. > > > > Contact me if you think we can help you in any way. > > > > Regards, Joe > > TSolucio > > > > El mi?, 19-11-2008 a las 15:37 +0530, Manilal K M escribi?: > >> Hello all, > >> I was delighted to know that Tsolucio has been developing a Project > >> Management(PM) module in vtiger-5. I have checked the vtiger forge > >> site(http://forge.vtiger.com/projects/tsprojects) and downloaded the > >> testing source available. However, it's based on an older version of > >> vtiger(5.0.0) which has known conflicts with the DateTime class in > >> PHP-5.2. > >> > >> I would like to know whether this project has any releases for the > >> latest stable release of vtiger(5.0.4)? I understand that the PM > >> module is bundled with the vtiger core in the available package. is it > >> possible to get this module files alone so that I can integrate it to > >> vtiger-5.0.4. > >> > >> Thanks in advance > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081119/aefcee4e/attachment.html From david.takacs at cafeopen.eu Mon Nov 24 08:02:15 2008 From: david.takacs at cafeopen.eu (=?UTF-8?Q?Tak=C3=A1cs,_D=C3=A1vid?=) Date: Mon, 24 Nov 2008 14:02:15 +0100 Subject: [Vtigercrm-developers] vtiger parts refactored Message-ID: <93fc8c070811240502j6faf0372gb2b6ebc475e19ebb@mail.gmail.com> Dear vtiger developers, during our medium-sized customizing project we ended up with some refactored parts of vtiger 5.0.4., mainly the Calendar and CustomView modules, and their smarty templates. The need for this was to make them more flexible, for further development. The interface of the modules did not change (ie. the name of the included files and templates and the request params they use), so it is easy to switch to them. Besides the cleaner code, the changes cause increased performance: faster responses, and less memory used. The project produced some enhancements in the module functionalities as well, for example: 'task lists' or a hierarchy of activities, custom action buttons in listviews, spreadsheet-like filters for listviews, color-coded calendar and activity listviews, simplified (one-level) main menu for users with highly restricted access, and so on. These are available in the refactored code. We would be happy to make our version accessible to the vtiger users and developers, as a contribution. Since these are major changes, it is a must to reach wider consensus among the active developers. So is this mail. I would really appreciate your opinions, best regards, David Takacs Caf?Open development From prasad at vtiger.com Mon Nov 24 08:12:34 2008 From: prasad at vtiger.com (Prasad) Date: Mon, 24 Nov 2008 18:42:34 +0530 Subject: [Vtigercrm-developers] vtiger parts refactored In-Reply-To: <93fc8c070811240502j6faf0372gb2b6ebc475e19ebb@mail.gmail.com> References: <93fc8c070811240502j6faf0372gb2b6ebc475e19ebb@mail.gmail.com> Message-ID: <39d18b250811240512mc5f5109j9343f6254f070ede@mail.gmail.com> Hi David, Glad to hear about the news. Your idea of sharing the code with our community is great. Keep us posted with the changes and having some documentation on the changes will be good too. Regards, Prasad vtiger Team On 11/24/08, Tak?cs, D?vid wrote: > > Dear vtiger developers, > > during our medium-sized customizing project we ended up with some > refactored parts of vtiger 5.0.4., mainly the Calendar and CustomView > modules, and their smarty templates. The need for this was to make > them more flexible, for further development. The interface of the > modules did not change (ie. the name of the included files and > templates and the request params they use), so it is easy to switch to > them. Besides the cleaner code, the changes cause increased > performance: faster responses, and less memory used. > > The project produced some enhancements in the module functionalities > as well, for example: 'task lists' or a hierarchy of activities, > custom action buttons in listviews, spreadsheet-like filters for > listviews, color-coded calendar and activity listviews, simplified > (one-level) main menu for users with highly restricted access, and so > on. These are available in the refactored code. > > We would be happy to make our version accessible to the vtiger users > and developers, as a contribution. Since these are major changes, it > is a must to reach wider consensus among the active developers. So is > this mail. > > I would really appreciate your opinions, > best regards, > > David Takacs > Caf?Open development > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/65e08c73/attachment.html From kristof.kovacs at onlineprojects.hu Mon Nov 24 09:36:28 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Mon, 24 Nov 2008 15:36:28 +0100 Subject: [Vtigercrm-developers] A translation question (i18n) Message-ID: Hello Tigers, I was talking with D?vid of CafeOpen about vTiger translations, and there is one issue which my team often faces with, and this is word order. Let me illustrate it with an example (using German instead of Hungarian to make it more clear, but the concept is the same). For example, in ActivityEditView.tpl there is the following code: 'Contact', 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%s %s", // Very simple format string, no surprise here [...] And in german, it would be: [...] 'LBL_ADD_NEW' = 'Hinzuf?gen', 'Contact' => 'Kontakt', 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%2$s %1$s", // Notice how I used "1$" and "2$" to access arguments in different order [...] I don't feel it elegant enough (but more elegant than the original), so comments, suggestions, ideas, better solutions are very much welcome. Please all brainstorm this ever the next coffee. :o) Krist?f -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/3895a7df/attachment.html From kristof.kovacs at onlineprojects.hu Mon Nov 24 09:40:02 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Mon, 24 Nov 2008 15:40:02 +0100 Subject: [Vtigercrm-developers] A translation question (i18n) In-Reply-To: References: Message-ID: ...and sorry for the much-more-than-usual typo count :) K. On Mon, Nov 24, 2008 at 3:36 PM, Krist?f KOV?CS < kristof.kovacs at onlineprojects.hu> wrote: > Hello Tigers, > I was talking with D?vid of CafeOpen about vTiger translations, and there > is one issue which my team often faces with, and this is word order. Let me > illustrate it with an example (using German instead of Hungarian to make it > more clear, but the concept is the same). > > For example, in ActivityEditView.tpl there is the following code: > > > And this shows a button called "Add Contact". It seems all well since > "$APP.LBL_ADD_NEW" is "Add" and "$APP.Contact" is "Contact". > > But "Add Contact" in German is "Kontakt hinzuf?gen" (notice that the words > are in a different order). Now we have a problem since "{$APP.LBL_ADD_NEW} > {$APP.Contact}" can not be forced to display this, and saying "hinzuf?gen > Kontakt" does not sound quite right (it sounds very bad indeed). > > Translation quirks can circumvent some of such problems (one could write > "Neue Contact"), but often these strings are reused at other parts of the > code, and fixing it in one place often destroys grammar at other places. > > One idea would be to use printf()-like format strings to correct such > issues, even if it may require an introduction of a now Smarty function. I'm > thinking along the lines of something like this: > > {a_smarty_printf_function > $APP.ADD_NEW_SOMETHING_FORMATSTRING, $APP.LBL_ADD_NEW, $APP.Contact} > > Then, in english, the .lang file would read: > [...] > 'LBL_ADD_NEW' = 'Add', > 'Contact' => 'Contact', > 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%s %s", // Very simple format string, > no surprise here > [...] > > And in german, it would be: > [...] > 'LBL_ADD_NEW' = 'Hinzuf?gen', > 'Contact' => 'Kontakt', > 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%2$s %1$s", // Notice how I used "1$" > and "2$" to access arguments in different order > [...] > > I don't feel it elegant enough (but more elegant than the original), so > comments, suggestions, ideas, better solutions are very much welcome. Please > all brainstorm this ever the next coffee. :o) > > Krist?f > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/97242c08/attachment.html From prasad at vtiger.com Mon Nov 24 09:52:04 2008 From: prasad at vtiger.com (Prasad) Date: Mon, 24 Nov 2008 20:22:04 +0530 Subject: [Vtigercrm-developers] A translation question (i18n) In-Reply-To: References: Message-ID: <39d18b250811240652o5ebdb662x2f34ef71bf550481@mail.gmail.com> Hi Kristof, This issues has been brought up earlier as well. To make the translation clean up all-over the product it could take more effort both in terms of development and validation. Currently we are focusing on getting in new features as we go along we can better plan for language cleanup's as well. This give us more focused work items. We would appreciate community help in identifying such language or translation issues. Regards, Prasad On 11/24/08, Krist?f KOV?CS wrote: > > Hello Tigers, > I was talking with D?vid of CafeOpen about vTiger translations, and there > is one issue which my team often faces with, and this is word order. Let me > illustrate it with an example (using German instead of Hungarian to make it > more clear, but the concept is the same). > > For example, in ActivityEditView.tpl there is the following code: > > > And this shows a button called "Add Contact". It seems all well since > "$APP.LBL_ADD_NEW" is "Add" and "$APP.Contact" is "Contact". > > But "Add Contact" in German is "Kontakt hinzuf?gen" (notice that the words > are in a different order). Now we have a problem since "{$APP.LBL_ADD_NEW} > {$APP.Contact}" can not be forced to display this, and saying "hinzuf?gen > Kontakt" does not sound quite right (it sounds very bad indeed). > > Translation quirks can circumvent some of such problems (one could write > "Neue Contact"), but often these strings are reused at other parts of the > code, and fixing it in one place often destroys grammar at other places. > > One idea would be to use printf()-like format strings to correct such > issues, even if it may require an introduction of a now Smarty function. I'm > thinking along the lines of something like this: > > {a_smarty_printf_function > $APP.ADD_NEW_SOMETHING_FORMATSTRING, $APP.LBL_ADD_NEW, $APP.Contact} > > Then, in english, the .lang file would read: > [...] > 'LBL_ADD_NEW' = 'Add', > 'Contact' => 'Contact', > 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%s %s", // Very simple format string, > no surprise here > [...] > > And in german, it would be: > [...] > 'LBL_ADD_NEW' = 'Hinzuf?gen', > 'Contact' => 'Kontakt', > 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%2$s %1$s", // Notice how I used "1$" > and "2$" to access arguments in different order > [...] > > I don't feel it elegant enough (but more elegant than the original), so > comments, suggestions, ideas, better solutions are very much welcome. Please > all brainstorm this ever the next coffee. :o) > > Krist?f > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/734cffa3/attachment.html From kristof.kovacs at onlineprojects.hu Mon Nov 24 10:06:53 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Mon, 24 Nov 2008 16:06:53 +0100 Subject: [Vtigercrm-developers] A translation question (i18n) In-Reply-To: <39d18b250811240652o5ebdb662x2f34ef71bf550481@mail.gmail.com> References: <39d18b250811240652o5ebdb662x2f34ef71bf550481@mail.gmail.com> Message-ID: Hello Prasad, thanks for your answer! Of course, I don't wish to force a language cleanup on your team. :) I'm merely thinking about developing the foundation, the infrastructure for such a change, and then, I hope, individual translators of different languages would do the modifications in both the TPL and the language files. I would certainly do our own part, Hungarian translation requires different word order at several places. But I want to discuss the concepts with you guys, since for such a change, it requires consensus (I also would like to hear opinions from veteran translators of the project). Also it would be very bad if our development tree would diverge from yours, both in terms of maintenance (for us), and in opportunity lost (for everybody). Prasad, we all know and trust you as one of the best core developers, so just one question: what do You say, just from the top of your head, would there be any better solution for the problem, or should we go think forward with the "added-Smarty-printf-function" solution? (Would you accept into the codebase the patches we would be starting to send in of modified TPL files and language files?) Krist?f On Mon, Nov 24, 2008 at 3:52 PM, Prasad wrote: > Hi Kristof, > > This issues has been brought up earlier as well. To make the translation > clean up all-over the product it could > take more effort both in terms of development and validation. Currently we > are focusing on getting in new features > as we go along we can better plan for language cleanup's as well. This give > us more focused work items. > > We would appreciate community help in identifying such language or > translation issues. > > Regards, > Prasad > > On 11/24/08, Krist?f KOV?CS wrote: > >> Hello Tigers, >> I was talking with D?vid of CafeOpen about vTiger translations, and there >> is one issue which my team often faces with, and this is word order. Let me >> illustrate it with an example (using German instead of Hungarian to make it >> more clear, but the concept is the same). >> >> For example, in ActivityEditView.tpl there is the following code: >> >> > >> And this shows a button called "Add Contact". It seems all well since >> "$APP.LBL_ADD_NEW" is "Add" and "$APP.Contact" is "Contact". >> >> But "Add Contact" in German is "Kontakt hinzuf?gen" (notice that the words >> are in a different order). Now we have a problem since "{$APP.LBL_ADD_NEW} >> {$APP.Contact}" can not be forced to display this, and saying "hinzuf?gen >> Kontakt" does not sound quite right (it sounds very bad indeed). >> >> Translation quirks can circumvent some of such problems (one could write >> "Neue Contact"), but often these strings are reused at other parts of the >> code, and fixing it in one place often destroys grammar at other places. >> >> One idea would be to use printf()-like format strings to correct such >> issues, even if it may require an introduction of a now Smarty function. I'm >> thinking along the lines of something like this: >> >> {a_smarty_printf_function >> $APP.ADD_NEW_SOMETHING_FORMATSTRING, $APP.LBL_ADD_NEW, $APP.Contact} >> >> Then, in english, the .lang file would read: >> [...] >> 'LBL_ADD_NEW' = 'Add', >> 'Contact' => 'Contact', >> 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%s %s", // Very simple format >> string, no surprise here >> [...] >> >> And in german, it would be: >> [...] >> 'LBL_ADD_NEW' = 'Hinzuf?gen', >> 'Contact' => 'Kontakt', >> 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%2$s %1$s", // Notice how I used >> "1$" and "2$" to access arguments in different order >> [...] >> >> I don't feel it elegant enough (but more elegant than the original), so >> comments, suggestions, ideas, better solutions are very much welcome. Please >> all brainstorm this ever the next coffee. :o) >> >> Krist?f >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/147a3488/attachment.html From prasad at vtiger.com Mon Nov 24 10:25:30 2008 From: prasad at vtiger.com (Prasad) Date: Mon, 24 Nov 2008 20:55:30 +0530 Subject: [Vtigercrm-developers] A translation question (i18n) In-Reply-To: References: <39d18b250811240652o5ebdb662x2f34ef71bf550481@mail.gmail.com> Message-ID: <39d18b250811240725o785394c0p6103efc12abd14b8@mail.gmail.com> Hi Kristof, I would suggest not adding too much hack to any Smarty functions it will pose difficulty to upgrade the library later. Coming up with context based language keys is a way to go (as I can think of now). We need to clean up TPL files in the beginning and add required language translation key this will make sure other language translators put in proper values based on the context. Regards, Prasad vtiger Team On 11/24/08, Krist?f KOV?CS wrote: > > Hello Prasad, > thanks for your answer! Of course, I don't wish to force a language cleanup > on your team. :) I'm merely thinking about developing the foundation, the > infrastructure for such a change, and then, I hope, individual translators > of different languages would do the modifications in both the TPL and the > language files. I would certainly do our own part, Hungarian translation > requires different word order at several places. > > But I want to discuss the concepts with you guys, since for such a change, > it requires consensus (I also would like to hear opinions from veteran > translators of the project). Also it would be very bad if our development > tree would diverge from yours, both in terms of maintenance (for us), and in > opportunity lost (for everybody). > > Prasad, we all know and trust you as one of the best core developers, so > just one question: what do You say, just from the top of your head, would > there be any better solution for the problem, or should we go think forward > with the "added-Smarty-printf-function" solution? (Would you accept into the > codebase the patches we would be starting to send in of modified TPL files > and language files?) > > Krist?f > > On Mon, Nov 24, 2008 at 3:52 PM, Prasad wrote: > >> Hi Kristof, >> >> This issues has been brought up earlier as well. To make the translation >> clean up all-over the product it could >> take more effort both in terms of development and validation. Currently we >> are focusing on getting in new features >> as we go along we can better plan for language cleanup's as well. This >> give us more focused work items. >> >> We would appreciate community help in identifying such language or >> translation issues. >> >> Regards, >> Prasad >> >> On 11/24/08, Krist?f KOV?CS wrote: >> >>> Hello Tigers, >>> I was talking with D?vid of CafeOpen about vTiger translations, and there >>> is one issue which my team often faces with, and this is word order. Let me >>> illustrate it with an example (using German instead of Hungarian to make it >>> more clear, but the concept is the same). >>> >>> For example, in ActivityEditView.tpl there is the following code: >>> >>> >> >>> And this shows a button called "Add Contact". It seems all well since >>> "$APP.LBL_ADD_NEW" is "Add" and "$APP.Contact" is "Contact". >>> >>> But "Add Contact" in German is "Kontakt hinzuf?gen" (notice that the >>> words are in a different order). Now we have a problem since >>> "{$APP.LBL_ADD_NEW} {$APP.Contact}" can not be forced to display this, and >>> saying "hinzuf?gen Kontakt" does not sound quite right (it sounds very bad >>> indeed). >>> >>> Translation quirks can circumvent some of such problems (one could write >>> "Neue Contact"), but often these strings are reused at other parts of the >>> code, and fixing it in one place often destroys grammar at other places. >>> >>> One idea would be to use printf()-like format strings to correct such >>> issues, even if it may require an introduction of a now Smarty function. I'm >>> thinking along the lines of something like this: >>> >>> {a_smarty_printf_function >>> $APP.ADD_NEW_SOMETHING_FORMATSTRING, $APP.LBL_ADD_NEW, $APP.Contact} >>> >>> Then, in english, the .lang file would read: >>> [...] >>> 'LBL_ADD_NEW' = 'Add', >>> 'Contact' => 'Contact', >>> 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%s %s", // Very simple format >>> string, no surprise here >>> [...] >>> >>> And in german, it would be: >>> [...] >>> 'LBL_ADD_NEW' = 'Hinzuf?gen', >>> 'Contact' => 'Kontakt', >>> 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%2$s %1$s", // Notice how I used >>> "1$" and "2$" to access arguments in different order >>> [...] >>> >>> I don't feel it elegant enough (but more elegant than the original), so >>> comments, suggestions, ideas, better solutions are very much welcome. Please >>> all brainstorm this ever the next coffee. :o) >>> >>> Krist?f >>> >>> _______________________________________________ >>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>> >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/ec55fbcc/attachment.html From kristof.kovacs at onlineprojects.hu Mon Nov 24 10:34:00 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Mon, 24 Nov 2008 16:34:00 +0100 Subject: [Vtigercrm-developers] A translation question (i18n) In-Reply-To: <39d18b250811240725o785394c0p6103efc12abd14b8@mail.gmail.com> References: <39d18b250811240652o5ebdb662x2f34ef71bf550481@mail.gmail.com> <39d18b250811240725o785394c0p6103efc12abd14b8@mail.gmail.com> Message-ID: Hi, Smarty is theoretically extensible, I'm thinking about using Smarty.register_function(...), not hacking into the Smarty base, of course. :) Maybe something more general like {vtiger_translate $APP.ADD_NEW $APP.Contact} and 'Contact' => 'Contact', 'ADD_NEW' => 'Add %s', 'Contact' => 'Kontakt', 'ADD_NEW' => '%s Hinzuf?gen', What would you think? (In the process, introducing new context based (not reused) keys is also a must-have, just as you say.) Krist?f On Mon, Nov 24, 2008 at 4:25 PM, Prasad wrote: > Hi Kristof, > > I would suggest not adding too much hack to any Smarty functions it will > pose difficulty to upgrade the library later. > > Coming up with context based language keys is a way to go (as I can think > of now). > We need to clean up TPL files in the beginning and add required language > translation key this will make sure other > language translators put in proper values based on the context. > > Regards, > Prasad > vtiger Team > > > On 11/24/08, Krist?f KOV?CS wrote: >> >> Hello Prasad, >> thanks for your answer! Of course, I don't wish to force a language >> cleanup on your team. :) I'm merely thinking about developing the >> foundation, the infrastructure for such a change, and then, I hope, >> individual translators of different languages would do the modifications in >> both the TPL and the language files. I would certainly do our own part, >> Hungarian translation requires different word order at several places. >> >> But I want to discuss the concepts with you guys, since for such a change, >> it requires consensus (I also would like to hear opinions from veteran >> translators of the project). Also it would be very bad if our development >> tree would diverge from yours, both in terms of maintenance (for us), and in >> opportunity lost (for everybody). >> >> Prasad, we all know and trust you as one of the best core developers, so >> just one question: what do You say, just from the top of your head, would >> there be any better solution for the problem, or should we go think forward >> with the "added-Smarty-printf-function" solution? (Would you accept into the >> codebase the patches we would be starting to send in of modified TPL files >> and language files?) >> >> Krist?f >> >> On Mon, Nov 24, 2008 at 3:52 PM, Prasad wrote: >> >>> Hi Kristof, >>> >>> This issues has been brought up earlier as well. To make the translation >>> clean up all-over the product it could >>> take more effort both in terms of development and validation. Currently >>> we are focusing on getting in new features >>> as we go along we can better plan for language cleanup's as well. This >>> give us more focused work items. >>> >>> We would appreciate community help in identifying such language or >>> translation issues. >>> >>> Regards, >>> Prasad >>> >>> On 11/24/08, Krist?f KOV?CS wrote: >>> >>>> Hello Tigers, >>>> I was talking with D?vid of CafeOpen about vTiger translations, and >>>> there is one issue which my team often faces with, and this is word order. >>>> Let me illustrate it with an example (using German instead of Hungarian to >>>> make it more clear, but the concept is the same). >>>> >>>> For example, in ActivityEditView.tpl there is the following code: >>>> >>>> >>> >>>> And this shows a button called "Add Contact". It seems all well since >>>> "$APP.LBL_ADD_NEW" is "Add" and "$APP.Contact" is "Contact". >>>> >>>> But "Add Contact" in German is "Kontakt hinzuf?gen" (notice that the >>>> words are in a different order). Now we have a problem since >>>> "{$APP.LBL_ADD_NEW} {$APP.Contact}" can not be forced to display this, and >>>> saying "hinzuf?gen Kontakt" does not sound quite right (it sounds very bad >>>> indeed). >>>> >>>> Translation quirks can circumvent some of such problems (one could write >>>> "Neue Contact"), but often these strings are reused at other parts of the >>>> code, and fixing it in one place often destroys grammar at other places. >>>> >>>> One idea would be to use printf()-like format strings to correct such >>>> issues, even if it may require an introduction of a now Smarty function. I'm >>>> thinking along the lines of something like this: >>>> >>>> {a_smarty_printf_function >>>> $APP.ADD_NEW_SOMETHING_FORMATSTRING, $APP.LBL_ADD_NEW, $APP.Contact} >>>> >>>> Then, in english, the .lang file would read: >>>> [...] >>>> 'LBL_ADD_NEW' = 'Add', >>>> 'Contact' => 'Contact', >>>> 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%s %s", // Very simple format >>>> string, no surprise here >>>> [...] >>>> >>>> And in german, it would be: >>>> [...] >>>> 'LBL_ADD_NEW' = 'Hinzuf?gen', >>>> 'Contact' => 'Kontakt', >>>> 'ADD_NEW_SOMETHING_FORMATSTRING' => "'%2$s %1$s", // Notice how I used >>>> "1$" and "2$" to access arguments in different order >>>> [...] >>>> >>>> I don't feel it elegant enough (but more elegant than the original), so >>>> comments, suggestions, ideas, better solutions are very much welcome. Please >>>> all brainstorm this ever the next coffee. :o) >>>> >>>> Krist?f >>>> >>>> _______________________________________________ >>>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>>> >>> >>> >>> _______________________________________________ >>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>> >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/df88a3b8/attachment.html From brian at pr2k.com Mon Nov 24 13:32:39 2008 From: brian at pr2k.com (Brian Laughlin) Date: Mon, 24 Nov 2008 10:32:39 -0800 Subject: [Vtigercrm-developers] vtiger parts refactored In-Reply-To: <39d18b250811240512mc5f5109j9343f6254f070ede@mail.gmail.com> Message-ID: Thanks David for the contribution! _____ From: Prasad [mailto:prasad at vtiger.com] Sent: Monday, November 24, 2008 5:13 AM To: vtigercrm-developers at lists.vtigercrm.com Subject: Re: [Vtigercrm-developers] vtiger parts refactored Hi David, Glad to hear about the news. Your idea of sharing the code with our community is great. Keep us posted with the changes and having some documentation on the changes will be good too. Regards, Prasad vtiger Team On 11/24/08, Tak?cs, D?vid wrote: Dear vtiger developers, during our medium-sized customizing project we ended up with some refactored parts of vtiger 5.0.4., mainly the Calendar and CustomView modules, and their smarty templates. The need for this was to make them more flexible, for further development. The interface of the modules did not change (ie. the name of the included files and templates and the request params they use), so it is easy to switch to them. Besides the cleaner code, the changes cause increased performance: faster responses, and less memory used. The project produced some enhancements in the module functionalities as well, for example: 'task lists' or a hierarchy of activities, custom action buttons in listviews, spreadsheet-like filters for listviews, color-coded calendar and activity listviews, simplified (one-level) main menu for users with highly restricted access, and so on. These are available in the refactored code. We would be happy to make our version accessible to the vtiger users and developers, as a contribution. Since these are major changes, it is a must to reach wider consensus among the active developers. So is this mail. I would really appreciate your opinions, best regards, David Takacs Caf?Open development _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/f2881d87/attachment.html From davidv.net at gmail.com Mon Nov 24 20:00:36 2008 From: davidv.net at gmail.com (David V.) Date: Mon, 24 Nov 2008 21:00:36 -0400 Subject: [Vtigercrm-developers] vtiger parts refactored In-Reply-To: References: <39d18b250811240512mc5f5109j9343f6254f070ede@mail.gmail.com> Message-ID: Thank you David ! David V. On Mon, Nov 24, 2008 at 2:32 PM, Brian Laughlin wrote: > Thanks David for the contribution! > > ------------------------------ > *From:* Prasad [mailto:prasad at vtiger.com] > *Sent:* Monday, November 24, 2008 5:13 AM > *To:* vtigercrm-developers at lists.vtigercrm.com > *Subject:* Re: [Vtigercrm-developers] vtiger parts refactored > > Hi David, > > Glad to hear about the news. Your idea of sharing the code with our > community is great. > > Keep us posted with the changes and having some documentation on the > changes will be good too. > > Regards, > Prasad > vtiger Team > > On 11/24/08, Tak?cs, D?vid wrote: >> >> Dear vtiger developers, >> >> during our medium-sized customizing project we ended up with some >> refactored parts of vtiger 5.0.4., mainly the Calendar and CustomView >> modules, and their smarty templates. The need for this was to make >> them more flexible, for further development. The interface of the >> modules did not change (ie. the name of the included files and >> templates and the request params they use), so it is easy to switch to >> them. Besides the cleaner code, the changes cause increased >> performance: faster responses, and less memory used. >> >> The project produced some enhancements in the module functionalities >> as well, for example: 'task lists' or a hierarchy of activities, >> custom action buttons in listviews, spreadsheet-like filters for >> listviews, color-coded calendar and activity listviews, simplified >> (one-level) main menu for users with highly restricted access, and so >> on. These are available in the refactored code. >> >> We would be happy to make our version accessible to the vtiger users >> and developers, as a contribution. Since these are major changes, it >> is a must to reach wider consensus among the active developers. So is >> this mail. >> >> I would really appreciate your opinions, >> best regards, >> >> David Takacs >> Caf?Open development >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081124/b4cd6d2b/attachment.html From bedouglas at earthlink.net Wed Nov 26 01:12:25 2008 From: bedouglas at earthlink.net (bruce) Date: Tue, 25 Nov 2008 22:12:25 -0800 Subject: [Vtigercrm-developers] vtiger 5.0.4 - function question Message-ID: <220401c94f8d$f4a18960$0301a8c0@tmesa.com> Hi... I'm exploring the 5.0.4 vTiger app, and I've got a couple of questions about how it deals with contact/leads and whether it provides a way to restrict access to a given user. Assume I have a contact database. Assume that I also have userA and userB. I want to start the app, with both users only able to access a high level of fields in the contact database. I want to then allow userA to specify the group of records within the database that it's going to be responsible for. I would like to have a way to then restrict userB from being able to access the records that userA is handling. Here's my situation: I'm creating an app to handle college courses/faculty. I envision that I going to have a couple of tbls in the db schema, which will be able to be searched/selected by the user in order to get the actual contact data that's displayed to the user. my contact data: state college dept course ID name time room faculty So in a real world example, userA might select "Stanford" as the college, and the "physics" dept as the dept that they will be responsible for. In this case, the app would then display all the courses under the Stanford/Physics dept, and all the required fields. UserB could see that there is a Stanford/physics dept, as well as the name of the course, but not the complete course detail, because the course are not assigned to user. Only the user who is assigned the course, gets to see the actual/complete course data... Any idea as to how this can be handled in the 5.0.4 vTiger app?? Thanks -bruce bedouglas at earthlink.net From bedouglas at earthlink.net Wed Nov 26 01:26:15 2008 From: bedouglas at earthlink.net (bruce) Date: Tue, 25 Nov 2008 22:26:15 -0800 Subject: [Vtigercrm-developers] test Message-ID: <221401c94f8f$e3363cf0$0301a8c0@tmesa.com> test From davidv.net at gmail.com Wed Nov 26 01:31:43 2008 From: davidv.net at gmail.com (David V.) Date: Wed, 26 Nov 2008 02:31:43 -0400 Subject: [Vtigercrm-developers] test In-Reply-To: <221401c94f8f$e3363cf0$0301a8c0@tmesa.com> References: <221401c94f8f$e3363cf0$0301a8c0@tmesa.com> Message-ID: Yes it works ! :-) David V. On Wed, Nov 26, 2008 at 2:26 AM, bruce wrote: > test > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081126/9394808f/attachment.html From prasad at vtiger.com Wed Nov 26 05:24:18 2008 From: prasad at vtiger.com (Prasad) Date: Wed, 26 Nov 2008 15:54:18 +0530 Subject: [Vtigercrm-developers] vtlib 2.0 released! Message-ID: <39d18b250811260224r24ecc892rf5f7905a5452deae@mail.gmail.com> Dear vtigers, I'm happy to announce the release of vtlib 2.0. Thanks to community members for trying out earlier versions and sharing the feedback. This release has the following changes: 1. New APIs have been introduced to: a) Set rules for Custom Views (Filters) b) Setup related list between your module and other modules. c) Configure Popup selection via field for UIType 10. d) Register Eventing for your modules (feature available only on vtiger CRM 5.1) 2. New modules can now have module level Settings that can be configured through module manager. 3. API was redesigned to make it simpler to use. Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=469 Kindly refer to the documentation for more details which captures the API changes details w.r.t vtlib 1.x About vtlib: vtlib is a library to ease new module development for vtiger CRM. vtlib includes APIs to create or modify the backend elements for a module. vtlib includes Module Manager which allows new modules to be packaged into zip files that other vtiger CRM installations can easily install and use. For vtiger 5.0.4, vtlib is available as a download. This package needs to be installed by developers as well as users who intend to install modules developed using vtlib. In version 5.1, vtlib will be integrated into vtiger CRM download. Try it out today and share your feedback with us. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081126/2795d33b/attachment.html From carloz at gnumerica.org Wed Nov 26 05:34:40 2008 From: carloz at gnumerica.org (carlo beschi) Date: Wed, 26 Nov 2008 11:34:40 +0100 Subject: [Vtigercrm-developers] vtlib 2.0 released! In-Reply-To: <39d18b250811260224r24ecc892rf5f7905a5452deae@mail.gmail.com> References: <39d18b250811260224r24ecc892rf5f7905a5452deae@mail.gmail.com> Message-ID: <492D2640.2090107@gnumerica.org> Hi Prasad, If we weren't both happily married, I'd make you a proposal ;-)) :-P Great news, both a) and b) and c) and d) We'll test vtlib 2.0 today :-) carloz Prasad ha scritto: > Dear vtigers, > > I'm happy to announce the release of vtlib 2.0. Thanks to community > members for trying out earlier versions and sharing the feedback. > > This release has the following changes: > 1. New APIs have been introduced to: > a) Set rules for Custom Views (Filters) > b) Setup related list between your module and other modules. > c) Configure Popup selection via field for UIType 10. > d) Register Eventing for your modules (feature available only on > vtiger CRM 5.1) > 2. New modules can now have module level Settings that can be configured > through module manager. > 3. API was redesigned to make it simpler to use. > > Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=469 > > Kindly refer to the documentation for more details which captures the > API changes details w.r.t vtlib 1.x > > About vtlib: > vtlib is a library to ease new > module development for vtiger CRM. vtlib includes APIs to create or > modify the backend elements for a module. > vtlib includes Module Manager which allows new modules to be packaged > into zip files that other vtiger CRM installations can easily install > and use. > > For vtiger 5.0.4, vtlib is available as a download. This package needs > to be installed by developers as well as users who > intend to install modules developed using vtlib. In version 5.1, vtlib > will be integrated into vtiger CRM download. > > Try it out today and share your feedback with us. > > Regards, > Prasad > vtiger Team > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From prasad at vtiger.com Wed Nov 26 05:54:48 2008 From: prasad at vtiger.com (Prasad) Date: Wed, 26 Nov 2008 16:24:48 +0530 Subject: [Vtigercrm-developers] vtlib 2.0 released! In-Reply-To: <492D2640.2090107@gnumerica.org> References: <39d18b250811260224r24ecc892rf5f7905a5452deae@mail.gmail.com> <492D2640.2090107@gnumerica.org> Message-ID: <39d18b250811260254p52326555mff3a191937b51117@mail.gmail.com> :) On 11/26/08, carlo beschi wrote: > > Hi Prasad, > > If we weren't both happily married, I'd make you a proposal ;-)) :-P > > Great news, both a) and b) and c) and d) > > We'll test vtlib 2.0 today :-) > > carloz > > > Prasad ha scritto: > > > Dear vtigers, > > > > I'm happy to announce the release of vtlib 2.0. Thanks to community > > members for trying out earlier versions and sharing the feedback. > > > > This release has the following changes: > > 1. New APIs have been introduced to: > > a) Set rules for Custom Views (Filters) > > b) Setup related list between your module and other modules. > > c) Configure Popup selection via field for UIType 10. > > d) Register Eventing for your modules (feature available only on > > vtiger CRM 5.1) > > 2. New modules can now have module level Settings that can be configured > > through module manager. > > 3. API was redesigned to make it simpler to use. > > > > Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=469 > > > > Kindly refer to the documentation for more details which captures the > > API changes details w.r.t vtlib 1.x > > > > About vtlib: > > > vtlib is a library to ease new > > > module development for vtiger CRM. vtlib includes APIs to create or > > modify the backend elements for a module. > > vtlib includes Module Manager which allows new modules to be packaged > > into zip files that other vtiger CRM installations can easily install > > and use. > > > > For vtiger 5.0.4, vtlib is available as a download. This package needs > > to be installed by developers as well as users who > > intend to install modules developed using vtlib. In version 5.1, vtlib > > will be integrated into vtiger CRM download. > > > > Try it out today and share your feedback with us. > > > > Regards, > > Prasad > > vtiger Team > > > > > > > ------------------------------------------------------------------------ > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081126/f68b6107/attachment.html From quentusrex at gmail.com Wed Nov 26 06:01:16 2008 From: quentusrex at gmail.com (quentusrex) Date: Wed, 26 Nov 2008 03:01:16 -0800 Subject: [Vtigercrm-developers] I don't mean to be 'pesky' Message-ID: <1227697276.15708.7.camel@quentusrex-desktop> What's the status of the Sales person/team commission tracking? Also the recurring billing? -William From svk at vtiger.com Wed Nov 26 06:17:37 2008 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Wed, 26 Nov 2008 16:47:37 +0530 Subject: [Vtigercrm-developers] I don't mean to be 'pesky' In-Reply-To: <1227697276.15708.7.camel@quentusrex-desktop> References: <1227697276.15708.7.camel@quentusrex-desktop> Message-ID: <370368f40811260317v492aa668y93c4a0e889aaf8bc@mail.gmail.com> William, In 5.1 we will be supporting the recurring invoices. At this point, we do not have any plans to change the commission tracking capability. -Sreenivas On Wed, Nov 26, 2008 at 4:31 PM, quentusrex wrote: > What's the status of the Sales person/team commission tracking? > > Also the recurring billing? > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Sreenivas Kanumuru vtiger Team Location: Sunnyvale, California Office: +1 (408) 716-8592 Cell: +1 (408) 836-5810 Skype: skanumuru -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081126/42d80d59/attachment.html From bedouglas at earthlink.net Wed Nov 26 08:42:46 2008 From: bedouglas at earthlink.net (bruce) Date: Wed, 26 Nov 2008 05:42:46 -0800 Subject: [Vtigercrm-developers] basic question... In-Reply-To: Message-ID: <23a501c94fcc$de45f860$0301a8c0@tmesa.com> Hi... I'm exploring the 5.0.4 vTiger app, and I've got a couple of questions about how it deals with contact/leads and whether it provides a way to restrict access to a given user. Assume I have a contact database. Assume that I also have userA and userB. I want to start the app, with both users only able to access a high level of fields in the contact database. I want to then allow userA to specify the group of records within the database that it's going to be responsible for. I would like to have a way to then restrict userB from being able to access the records that userA is handling. Here's my situation: I'm creating an app to handle college courses/faculty. I envision that I going to have a couple of tbls in the db schema, which will be able to be searched/selected by the user in order to get the actual contact data that's displayed to the user. my contact data: state college dept course ID name time room faculty So in a real world example, userA might select "Stanford" as the college, and the "physics" dept as the dept that they will be responsible for. In this case, the app would then display all the courses under the Stanford/Physics dept, and all the required fields. UserB could see that there is a Stanford/physics dept, as well as the name of the course, but not the complete course detail, because the course are not assigned to user. Only the user who is assigned the course, gets to see the actual/complete course data... Any idea as to how this can be handled in the 5.0.4 vTiger app?? Thanks -bruce bedouglas at earthlink.net From kristof.kovacs at onlineprojects.hu Wed Nov 26 11:02:25 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Wed, 26 Nov 2008 17:02:25 +0100 Subject: [Vtigercrm-developers] vtlib 2.0 released! In-Reply-To: <39d18b250811260254p52326555mff3a191937b51117@mail.gmail.com> References: <39d18b250811260224r24ecc892rf5f7905a5452deae@mail.gmail.com> <492D2640.2090107@gnumerica.org> <39d18b250811260254p52326555mff3a191937b51117@mail.gmail.com> Message-ID: Thanks, Prasad! K. On Wed, Nov 26, 2008 at 11:54 AM, Prasad wrote: > :) > > > On 11/26/08, carlo beschi wrote: >> >> Hi Prasad, >> >> If we weren't both happily married, I'd make you a proposal ;-)) :-P >> >> Great news, both a) and b) and c) and d) >> >> We'll test vtlib 2.0 today :-) >> >> carloz >> >> >> Prasad ha scritto: >> >> > Dear vtigers, >> > >> > I'm happy to announce the release of vtlib 2.0. Thanks to community >> > members for trying out earlier versions and sharing the feedback. >> > >> > This release has the following changes: >> > 1. New APIs have been introduced to: >> > a) Set rules for Custom Views (Filters) >> > b) Setup related list between your module and other modules. >> > c) Configure Popup selection via field for UIType 10. >> > d) Register Eventing for your modules (feature available only on >> > vtiger CRM 5.1) >> > 2. New modules can now have module level Settings that can be configured >> > through module manager. >> > 3. API was redesigned to make it simpler to use. >> > >> > Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=469 >> > >> > Kindly refer to the documentation for more details which captures the >> > API changes details w.r.t vtlib 1.x >> > >> > About vtlib: >> >> > vtlib is a library to ease new >> >> > module development for vtiger CRM. vtlib includes APIs to create or >> > modify the backend elements for a module. >> > vtlib includes Module Manager which allows new modules to be packaged >> > into zip files that other vtiger CRM installations can easily install >> > and use. >> > >> > For vtiger 5.0.4, vtlib is available as a download. This package needs >> > to be installed by developers as well as users who >> > intend to install modules developed using vtlib. In version 5.1, vtlib >> > will be integrated into vtiger CRM download. >> > >> > Try it out today and share your feedback with us. >> > >> > Regards, >> > Prasad >> > vtiger Team >> > >> > >> >> > ------------------------------------------------------------------------ >> > >> > _______________________________________________ >> > Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081126/44cd1678/attachment.html From quentusrex at gmail.com Thu Nov 27 00:08:53 2008 From: quentusrex at gmail.com (quentusrex) Date: Wed, 26 Nov 2008 21:08:53 -0800 Subject: [Vtigercrm-developers] Sales person Commissions In-Reply-To: References: <1226424663.29197.1019.camel@quentusrex-desktop> Message-ID: <1227762533.15708.12.camel@quentusrex-desktop> I thought there was an e-mail recently(within the past month) that talked about an intelligent commission tracking system. Something that would be able to report the total earned commissions of a sales team, and/or sales person. -William On Tue, 2008-11-11 at 17:49 -0200, Cicero Jacobi Filho wrote: > That's a real important thing to have, a must have. > > We are actually developing a commissions intelligence in CRM, just to > have it automatically calculated. > > > > 2008/11/11 quentusrex > Is there a report that shows the sales person commissions > earned? I'm > trying to set something up so that the sales staff get a > percent of the > gross margin as their commissions. > > I would like the feature to be able to go to the dashboard to > see a > report as to which sales teams, and/or which sales person has > earned the > highest amount of sales commissions. Also, a way to see the > total amount > of sales commissions earned. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From kristof.kovacs at onlineprojects.hu Mon Nov 3 15:50:00 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Mon, 3 Nov 2008 21:50:00 +0100 Subject: [Vtigercrm-developers] Syntax errors in the migration script Message-ID: Hello guys, fixed several syntax error bugs in the migration script that crawled in recently. Feel free to integrate (use "patch -p1" since we use GIT). Patch at: http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/5392 (Detailed: http://trac.vtiger.com/cgi-bin/trac.cgi/attachment/ticket/5392/0001-Bug-fixes-for-migration-script-by-KKovacs.patch ) Kristof -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081103/3c09a572/attachment-0001.html From prasad at vtiger.com Tue Nov 4 00:06:48 2008 From: prasad at vtiger.com (Prasad) Date: Tue, 4 Nov 2008 10:36:48 +0530 Subject: [Vtigercrm-developers] Syntax errors in the migration script In-Reply-To: References: Message-ID: <39d18b250811032106x33d9ffb7j1428f2cca9c0c579@mail.gmail.com> Hi Kristof, Thanks for the fixes, we will review and integrate. Regards, Prasad vtiger Team On 11/4/08, Krist?f KOV?CS wrote: > > Hello guys, > > fixed several syntax error bugs in the migration script that crawled in > recently. Feel free to integrate (use "patch -p1" since we use GIT). Patch > at: > http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/5392 > > (Detailed: > http://trac.vtiger.com/cgi-bin/trac.cgi/attachment/ticket/5392/0001-Bug-fixes-for-migration-script-by-KKovacs.patch > ) > > Kristof > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081104/0bef1caa/attachment-0001.html From prasad at vtiger.com Wed Nov 5 13:29:18 2008 From: prasad at vtiger.com (Prasad) Date: Wed, 5 Nov 2008 23:59:18 +0530 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) Message-ID: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Dear vtigers, We are looking for your advise on the following. Currently, when an invoice is saved, vtiger CRM deducts the items from the available stock under Product Inventory. We are getting feedback on the blogs and the forums that this is not correct or not sufficient. We would like to get your views on this matter. 1. Should we deduct for Invoice or for Sales Order? 2. Should we deduct when it (Invoice/SalesOrder) is created or when its status is changed to Approved? 3. Does it make sense to have 'Cancel Invoice' button to automatically restock (add) the deducted inventory We welcome your suggestions. Thanks for your input. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081105/8cb3c3c7/attachment-0001.html From jcrisp at safeandsoundit.co.uk Wed Nov 5 15:26:16 2008 From: jcrisp at safeandsoundit.co.uk (John Crisp) Date: Wed, 05 Nov 2008 21:26:16 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Message-ID: <49120168.2000801@safeandsoundit.co.uk> Prasad wrote: > Dear vtigers, > > We are looking for your advise on the following. Currently, when an > invoice is saved, vtiger CRM deducts the items from the available stock > under Product Inventory. > > We are getting feedback on the blogs and the forums that this is not > correct or not sufficient. We would like to get your views on this matter. > > 1. Should we deduct for Invoice or for Sales Order? > 2. Should we deduct when it (Invoice/SalesOrder) is created or when its > status is changed to Approved? > 3. Does it make sense to have 'Cancel Invoice' button to automatically > restock (add) the deducted inventory > > We welcome your suggestions. Thanks for your input. > For my pennys worth, would it be sensible to make a Sales Order mark it as 'reserved' and then reduced on Despatch (we should be able to create a Despatch Note to go separately with goods, as well as an Invoice?) We have quite long lead times usually, though sometimes we can get a rapid turn round order and it would be useful to know what we ACTUALLY have in stock and how much of that is RESERVED. We can often turn the order round with stock that is reserved on the basis we can get more stock for the earlier order in time to fulfil their requirements. If that makes any sense !!! B. Rgds John From brett.hooker at roarz.com Wed Nov 5 15:32:48 2008 From: brett.hooker at roarz.com (Brett Hooker) Date: Thu, 06 Nov 2008 06:32:48 +1000 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Message-ID: <491202F0.6070404@roarz.com> Prasad, Very good question, and the reason for the debate is that the answer is different depending on your situation. Very small businesses are likely to run on invoices only. Larger businesses will require a more sophisticated workflow that goes from Potential to Sales Order to Invoice. The smaller ones will want Invoices to control inventory, the larger ones will want sales orders to reserve inventory and invoice to deduct it. Here are my answers to your specific questions: 1. Should we deduct for Invoice or for Sales Order? Both. If invoice with no matching sales order, then deduct on invoice. If invoice has matching sales order, then deduct on sales order. There are more complicated flows that this, such as, reserve stock on sales order and deduct on approved invoice. 2. Should we deduct when it (Invoice/SalesOrder) is created or when its status is changed to Approved? Reserve on create, deduct on approved or higher (sent, paid). 3. Does it make sense to have 'Cancel Invoice' button to automatically restock (add) the deducted inventory Yes, if the invoice had previously deducted inventory. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Logan City Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre : Level 9, 12-13 Marine Parade Southport Qld 4215 /ROARZ will help you get your website up to date and keep it that way./ Prasad wrote: > Dear vtigers, > > We are looking for your advise on the following. Currently, when an > invoice is saved, vtiger CRM deducts the items from the available > stock under Product Inventory. > > We are getting feedback on the blogs and the forums that this is not > correct or not sufficient. We would like to get your views on this > matter. > > 1. Should we deduct for Invoice or for Sales Order? > 2. Should we deduct when it (Invoice/SalesOrder) is created or when > its status is changed to Approved? > 3. Does it make sense to have 'Cancel Invoice' button to automatically > restock (add) the deducted inventory > > We welcome your suggestions. Thanks for your input. > > Regards, > Prasad > vtiger Team > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/cb00d33a/attachment-0001.html -------------- next part -------------- A non-text attachment was scrubbed... Name: brett-hooker.jpg Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/cb00d33a/attachment-0001.jpg -------------- next part -------------- A non-text attachment was scrubbed... Name: ROARZ-Logo-screen-154.png Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/cb00d33a/attachment-0001.png From prasad at vtiger.com Thu Nov 6 00:18:17 2008 From: prasad at vtiger.com (Prasad) Date: Thu, 6 Nov 2008 10:48:17 +0530 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <491202F0.6070404@roarz.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <491202F0.6070404@roarz.com> Message-ID: <39d18b250811052118x12b115ebjf2566f04d3bae95f@mail.gmail.com> Hi Brett, John Thanks for your feedback. Regards, Prasad vtiger Team On 11/6/08, Brett Hooker wrote: > > Prasad, > > Very good question, and the reason for the debate is that the answer is > different depending on your situation. Very small businesses are likely to > run on invoices only. Larger businesses will require a more sophisticated > workflow that goes from Potential to Sales Order to Invoice. The smaller > ones will want Invoices to control inventory, the larger ones will want > sales orders to reserve inventory and invoice to deduct it. > > Here are my answers to your specific questions: > 1. Should we deduct for Invoice or for Sales Order? > Both. If invoice with no matching sales order, then deduct on invoice. If > invoice has matching sales order, then deduct on sales order. There are > more complicated flows that this, such as, reserve stock on sales order and > deduct on approved invoice. > > 2. Should we deduct when it (Invoice/SalesOrder) is created or when its > status is changed to Approved? > Reserve on create, deduct on approved or higher (sent, paid). > > 3. Does it make sense to have 'Cancel Invoice' button to automatically > restock (add) the deducted inventory > Yes, if the invoice had previously deducted inventory. > > > Thanks, > Brett > Phone 0404 067 421 > > > > www.roarz.com Phone: 1300 885 125 Fax: 07 > 3009 0648 ABN: 69 113 777 594 > Capalaba Centre : Suite 2A, 26 Redland Bay > Road Capalaba Qld 4157 > Logan City Centre : Suite 2A, 26 Redland > Bay Road Capalaba Qld 4157 > Gold Coast Centre : Level 9, 12-13 Marine Parade > Southport Qld 4215 > *ROARZ will help you get your website up to date and keep it that way.* > > > Prasad wrote: > > Dear vtigers, > > We are looking for your advise on the following. Currently, when an invoice > is saved, vtiger CRM deducts the items from the available stock under > Product Inventory. > > We are getting feedback on the blogs and the forums that this is not > correct or not sufficient. We would like to get your views on this matter. > > 1. Should we deduct for Invoice or for Sales Order? > 2. Should we deduct when it (Invoice/SalesOrder) is created or when its > status is changed to Approved? > 3. Does it make sense to have 'Cancel Invoice' button to automatically > restock (add) the deducted inventory > > We welcome your suggestions. Thanks for your input. > > Regards, > Prasad > vtiger Team > > ------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/86b17269/attachment-0001.html -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/86b17269/attachment-0001.jpe -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/86b17269/attachment-0001.png From jcrisp at safeandsoundit.co.uk Thu Nov 6 05:29:58 2008 From: jcrisp at safeandsoundit.co.uk (John Crisp) Date: Thu, 06 Nov 2008 11:29:58 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811052118x12b115ebjf2566f04d3bae95f@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <491202F0.6070404@roarz.com> <39d18b250811052118x12b115ebjf2566f04d3bae95f@mail.gmail.com> Message-ID: <4912C726.5020204@safeandsoundit.co.uk> Prasad wrote: > Hi Brett, John > > Thanks for your feedback. > > The least I can do - thanks for all the hard work :-) B. Rgds John From carloz at gnumerica.org Thu Nov 6 06:10:20 2008 From: carloz at gnumerica.org (carlo beschi) Date: Thu, 06 Nov 2008 12:10:20 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Message-ID: <4912D09C.4000108@gnumerica.org> Hi Prasad, all you devs, I'll jump on the thread to say that we'd definitely like to have the possibility to disable, from Settings, all Inventory Stock Checkings. If the company using vtiger sells services, there's no need to set/update stocks. Currently, we use workarounds for this - the easiest is to set products stocks to very high values, like 9999, another one is commenting lines of code. We ourselves are in this situation, and have at least 4 or 5 clients facing the same issue. What I have in mind is: the possibility for the admin user to set, via Settings, that the company sells services. Then, checking one checkbox, all quotes checkings get disabled. I'd love to see this on 5.2 :-) Carlo Prasad wrote: > Dear vtigers, > > We are looking for your advise on the following. Currently, when an > invoice is saved, vtiger CRM deducts the items from the available stock > under Product Inventory. > > We are getting feedback on the blogs and the forums that this is not > correct or not sufficient. We would like to get your views on this matter. From kristof.kovacs at onlineprojects.hu Thu Nov 6 06:37:05 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Thu, 6 Nov 2008 12:37:05 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4912D09C.4000108@gnumerica.org> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> Message-ID: Hi, maybe an "unlimited" quantity would be a better, and technically not much more complex solution (I'm thinking of NULL value). I guess most companies are in the "gray" area between products and services, and sell both types of product, for example, physical stuff, but also extended warranties, or elevated support. You never run out of sellable extended warranties. :) Kristof On Thu, Nov 6, 2008 at 12:10 PM, carlo beschi wrote: > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the available stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on this > matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/eb92596c/attachment-0001.html From davidv.net at gmail.com Thu Nov 6 06:44:48 2008 From: davidv.net at gmail.com (David V.) Date: Thu, 6 Nov 2008 07:44:48 -0400 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4912D09C.4000108@gnumerica.org> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> Message-ID: Hi Carlo, I like your idea, but why not make it even smarter by having a check box in each product to select if this particular product is a service or not. David V. On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi wrote: > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the available stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on this > matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/794b02c5/attachment-0001.html From carloz at gnumerica.org Thu Nov 6 07:48:55 2008 From: carloz at gnumerica.org (carlo beschi) Date: Thu, 06 Nov 2008 13:48:55 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> Message-ID: <4912E7B7.8040707@gnumerica.org> Hi David, your suggestion is precious, as much as Kristof idea of using the NULL value for services. Having a checkbox/flag to say that a product is in fact a service seems to be a clean and smart solution. Carlo ps: sharing ideas is such a powerful mean of common growth ... let's use the tools we have (like this list, so silent at times :-) David V. wrote: > Hi Carlo, > > I like your idea, but why not make it even smarter by having a check box > in each product to select if this particular product is a service or not. > > David V. > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > wrote: > > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the available > stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on > this matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From prasad at vtiger.com Thu Nov 6 09:28:19 2008 From: prasad at vtiger.com (Prasad) Date: Thu, 6 Nov 2008 19:58:19 +0530 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4912E7B7.8040707@gnumerica.org> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> <4912E7B7.8040707@gnumerica.org> Message-ID: <39d18b250811060628w7c4b4091u68e92e301e9f1c45@mail.gmail.com> Hi All, Thanks for all the feedback, keep continuing with it. We are brainstroming to comeup with a new model to achieve this inventory handling and keeping a watch on this thread too :) Regards, Prasad vtiger Team On 11/6/08, carlo beschi wrote: > > Hi David, > > your suggestion is precious, as much as Kristof idea of using the NULL > value for services. > > Having a checkbox/flag to say that a product is in fact a service seems > to be a clean and smart solution. > > > Carlo > > > ps: sharing ideas is such a powerful mean of common growth ... let's use > the tools we have (like this list, so silent at times :-) > > > > David V. wrote: > > Hi Carlo, > > > > I like your idea, but why not make it even smarter by having a check box > > in each product to select if this particular product is a service or not. > > > > David V. > > > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > > > wrote: > > > > Hi Prasad, all you devs, > > > > I'll jump on the thread to say that we'd definitely like to have the > > possibility to disable, from Settings, all Inventory Stock Checkings. > > > > If the company using vtiger sells services, there's no need to > > set/update stocks. > > > > Currently, we use workarounds for this - the easiest is to set > products > > stocks to very high values, like 9999, another one is commenting > lines > > of code. > > > > We ourselves are in this situation, and have at least 4 or 5 clients > > facing the same issue. > > > > What I have in mind is: the possibility for the admin user to set, > via > > Settings, that the company sells services. Then, checking one > checkbox, > > all quotes checkings get disabled. > > > > I'd love to see this on 5.2 :-) > > > > Carlo > > > > > > > > Prasad wrote: > > > Dear vtigers, > > > > > > We are looking for your advise on the following. Currently, when > an > > > invoice is saved, vtiger CRM deducts the items from the available > > stock > > > under Product Inventory. > > > > > > We are getting feedback on the blogs and the forums that this is > not > > > correct or not sufficient. We would like to get your views on > > this matter. > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/8220abd5/attachment-0001.html From j4c0b1 at gmail.com Thu Nov 6 11:01:52 2008 From: j4c0b1 at gmail.com (Cicero Jacobi Filho) Date: Thu, 6 Nov 2008 14:01:52 -0200 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811060628w7c4b4091u68e92e301e9f1c45@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4912D09C.4000108@gnumerica.org> <4912E7B7.8040707@gnumerica.org> <39d18b250811060628w7c4b4091u68e92e301e9f1c45@mail.gmail.com> Message-ID: Hi All I my particular case i run on vtiger a SERVICE invoices, cotations and sales orders. I this cas the STOCK quantity is not relevant and i think it shoud have an option to NOT decrease the quantity. Think about.. Thanks -- Atenciosamente C?cero Jacobi Filho j4c0b1 at gmail.com 51-93350964 51-84566132 icq : 78883010 msn : cjacobi at hotmail.com gmail : j4c0b1 at gmail.com skype : cjacobi 2008/11/6 Prasad > Hi All, > > Thanks for all the feedback, keep continuing with it. > > We are brainstroming to comeup with a new model to achieve this inventory > handling > and keeping a watch on this thread too :) > > Regards, > Prasad > vtiger Team > > > On 11/6/08, carlo beschi wrote: >> >> Hi David, >> >> your suggestion is precious, as much as Kristof idea of using the NULL >> value for services. >> >> Having a checkbox/flag to say that a product is in fact a service seems >> to be a clean and smart solution. >> >> >> Carlo >> >> >> ps: sharing ideas is such a powerful mean of common growth ... let's use >> the tools we have (like this list, so silent at times :-) >> >> >> >> David V. wrote: >> > Hi Carlo, >> > >> > I like your idea, but why not make it even smarter by having a check box >> > in each product to select if this particular product is a service or >> not. >> > >> > David V. >> > >> > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > >> > > wrote: >> > >> > Hi Prasad, all you devs, >> > >> > I'll jump on the thread to say that we'd definitely like to have the >> > possibility to disable, from Settings, all Inventory Stock >> Checkings. >> > >> > If the company using vtiger sells services, there's no need to >> > set/update stocks. >> > >> > Currently, we use workarounds for this - the easiest is to set >> products >> > stocks to very high values, like 9999, another one is commenting >> lines >> > of code. >> > >> > We ourselves are in this situation, and have at least 4 or 5 clients >> > facing the same issue. >> > >> > What I have in mind is: the possibility for the admin user to set, >> via >> > Settings, that the company sells services. Then, checking one >> checkbox, >> > all quotes checkings get disabled. >> > >> > I'd love to see this on 5.2 :-) >> > >> > Carlo >> > >> > >> > >> > Prasad wrote: >> > > Dear vtigers, >> > > >> > > We are looking for your advise on the following. Currently, when >> an >> > > invoice is saved, vtiger CRM deducts the items from the available >> > stock >> > > under Product Inventory. >> > > >> > > We are getting feedback on the blogs and the forums that this is >> not >> > > correct or not sufficient. We would like to get your views on >> > this matter. >> > _______________________________________________ >> > Reach hundreds of potential candidates - http://jobs.vtiger.com >> > >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/3298c2a6/attachment-0001.html From erical at lynxts.com Thu Nov 6 11:18:02 2008 From: erical at lynxts.com (Erica Lahoda) Date: Thu, 06 Nov 2008 08:18:02 -0800 Subject: [Vtigercrm-developers] vtigercrm-developers Digest, Vol 35, Issue 3 In-Reply-To: References: Message-ID: <491318BA.3050705@lynxts.com> I just wanted to toss in my 2 cents here too. A way to disable, or set the stock quantity to unlimited would be great. Our company provides mainly services, and I have been setting all the stock counts to 9999 for now, to get around the issues. Knowing how many hours of service I sell is handy but I can get that information other ways. vtigercrm-developers-request at lists.vtigercrm.com wrote: > Send vtigercrm-developers mailing list submissions to > vtigercrm-developers at lists.vtigercrm.com > > To subscribe or unsubscribe via the World Wide Web, visit > http://lists.vtigercrm.com/mailman/listinfo/vtigercrm-developers > or, via email, send a message with subject or body 'help' to > vtigercrm-developers-request at lists.vtigercrm.com > > You can reach the person managing the list at > vtigercrm-developers-owner at lists.vtigercrm.com > > When replying, please edit your Subject line so it is more specific > than "Re: Contents of vtigercrm-developers digest..." > > ------------------------------------------------------------------------ > > Today's Topics: > > 1. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) ( Krist?f KOV?CS ) > 2. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) (David V.) > 3. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) (carlo beschi) > 4. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) (Prasad) > 5. Re: vtiger CRM Deduct Product Quantity (should we do it for > Invoice or Sales Order?) (Cicero Jacobi Filho) > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > "Krist?f KOV?CS" > Date: > Thu, 6 Nov 2008 12:37:05 +0100 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi, > > maybe an "unlimited" quantity would be a better, and technically not > much more complex solution (I'm thinking of NULL value). I guess most > companies are in the "gray" area between products and services, and > sell both types of product, for example, physical stuff, but also > extended warranties, or elevated support. You never run out of > sellable extended warranties. :) > > Kristof > > On Thu, Nov 6, 2008 at 12:10 PM, carlo beschi > wrote: > > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set > products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one > checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the > available stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on > this matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > "David V." > Date: > Thu, 6 Nov 2008 07:44:48 -0400 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi Carlo, > > I like your idea, but why not make it even smarter by having a check > box in each product to select if this particular product is a service > or not. > > David V. > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > wrote: > > Hi Prasad, all you devs, > > I'll jump on the thread to say that we'd definitely like to have the > possibility to disable, from Settings, all Inventory Stock Checkings. > > If the company using vtiger sells services, there's no need to > set/update stocks. > > Currently, we use workarounds for this - the easiest is to set > products > stocks to very high values, like 9999, another one is commenting lines > of code. > > We ourselves are in this situation, and have at least 4 or 5 clients > facing the same issue. > > What I have in mind is: the possibility for the admin user to set, via > Settings, that the company sells services. Then, checking one > checkbox, > all quotes checkings get disabled. > > I'd love to see this on 5.2 :-) > > Carlo > > > > Prasad wrote: > > Dear vtigers, > > > > We are looking for your advise on the following. Currently, when an > > invoice is saved, vtiger CRM deducts the items from the > available stock > > under Product Inventory. > > > > We are getting feedback on the blogs and the forums that this is not > > correct or not sufficient. We would like to get your views on > this matter. > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > carlo beschi > Date: > Thu, 06 Nov 2008 13:48:55 +0100 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi David, > > your suggestion is precious, as much as Kristof idea of using the NULL > value for services. > > Having a checkbox/flag to say that a product is in fact a service > seems to be a clean and smart solution. > > Carlo > > ps: sharing ideas is such a powerful mean of common growth ... let's > use the tools we have (like this list, so silent at times :-) > > > David V. wrote: >> Hi Carlo, >> >> I like your idea, but why not make it even smarter by having a check >> box in each product to select if this particular product is a service >> or not. >> >> David V. >> >> On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > > wrote: >> >> Hi Prasad, all you devs, >> >> I'll jump on the thread to say that we'd definitely like to have the >> possibility to disable, from Settings, all Inventory Stock >> Checkings. >> >> If the company using vtiger sells services, there's no need to >> set/update stocks. >> >> Currently, we use workarounds for this - the easiest is to set >> products >> stocks to very high values, like 9999, another one is commenting >> lines >> of code. >> >> We ourselves are in this situation, and have at least 4 or 5 clients >> facing the same issue. >> >> What I have in mind is: the possibility for the admin user to >> set, via >> Settings, that the company sells services. Then, checking one >> checkbox, >> all quotes checkings get disabled. >> >> I'd love to see this on 5.2 :-) >> >> Carlo >> >> >> >> Prasad wrote: >> > Dear vtigers, >> > >> > We are looking for your advise on the following. Currently, >> when an >> > invoice is saved, vtiger CRM deducts the items from the available >> stock >> > under Product Inventory. >> > >> > We are getting feedback on the blogs and the forums that this >> is not >> > correct or not sufficient. We would like to get your views on >> this matter. >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > Prasad > Date: > Thu, 6 Nov 2008 19:58:19 +0530 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi All, > > Thanks for all the feedback, keep continuing with it. > > We are brainstroming to comeup with a new model to achieve this > inventory handling > and keeping a watch on this thread too :) > > Regards, > Prasad > vtiger Team > > On 11/6/08, *carlo beschi* > wrote: > > Hi David, > > your suggestion is precious, as much as Kristof idea of using the NULL > value for services. > > Having a checkbox/flag to say that a product is in fact a service > seems > to be a clean and smart solution. > > > Carlo > > > ps: sharing ideas is such a powerful mean of common growth ... > let's use > the tools we have (like this list, so silent at times :-) > > > > David V. wrote: > > Hi Carlo, > > > > I like your idea, but why not make it even smarter by having a > check box > > in each product to select if this particular product is a > service or not. > > > > David V. > > > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > > > > >> wrote: > > > > Hi Prasad, all you devs, > > > > I'll jump on the thread to say that we'd definitely like to > have the > > possibility to disable, from Settings, all Inventory Stock > Checkings. > > > > If the company using vtiger sells services, there's no need to > > set/update stocks. > > > > Currently, we use workarounds for this - the easiest is to > set products > > stocks to very high values, like 9999, another one is > commenting lines > > of code. > > > > We ourselves are in this situation, and have at least 4 or 5 > clients > > facing the same issue. > > > > What I have in mind is: the possibility for the admin user > to set, via > > Settings, that the company sells services. Then, checking > one checkbox, > > all quotes checkings get disabled. > > > > I'd love to see this on 5.2 :-) > > > > Carlo > > > > > > > > Prasad wrote: > > > Dear vtigers, > > > > > > We are looking for your advise on the following. > Currently, when an > > > invoice is saved, vtiger CRM deducts the items from the > available > > stock > > > under Product Inventory. > > > > > > We are getting feedback on the blogs and the forums that > this is not > > > correct or not sufficient. We would like to get your views on > > this matter. > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > Subject: > Re: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should > we do it for Invoice or Sales Order?) > From: > "Cicero Jacobi Filho" > Date: > Thu, 6 Nov 2008 14:01:52 -0200 > To: > vtigercrm-developers at lists.vtigercrm.com > > To: > vtigercrm-developers at lists.vtigercrm.com > > > Hi All > > > I my particular case i run on vtiger a SERVICE invoices, cotations and > sales orders. > > I this cas the STOCK quantity is not relevant and i think it shoud > have an option to NOT decrease the quantity. > > Think about.. > > Thanks > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > > 2008/11/6 Prasad > > > Hi All, > > Thanks for all the feedback, keep continuing with it. > > We are brainstroming to comeup with a new model to achieve this > inventory handling > and keeping a watch on this thread too :) > > Regards, > Prasad > vtiger Team > > > On 11/6/08, *carlo beschi* > wrote: > > Hi David, > > your suggestion is precious, as much as Kristof idea of using > the NULL > value for services. > > Having a checkbox/flag to say that a product is in fact a > service seems > to be a clean and smart solution. > > > Carlo > > > ps: sharing ideas is such a powerful mean of common growth ... > let's use > the tools we have (like this list, so silent at times :-) > > > > David V. wrote: > > Hi Carlo, > > > > I like your idea, but why not make it even smarter by having > a check box > > in each product to select if this particular product is a > service or not. > > > > David V. > > > > On Thu, Nov 6, 2008 at 7:10 AM, carlo beschi > > > > >> > wrote: > > > > Hi Prasad, all you devs, > > > > I'll jump on the thread to say that we'd definitely like > to have the > > possibility to disable, from Settings, all Inventory > Stock Checkings. > > > > If the company using vtiger sells services, there's no > need to > > set/update stocks. > > > > Currently, we use workarounds for this - the easiest is > to set products > > stocks to very high values, like 9999, another one is > commenting lines > > of code. > > > > We ourselves are in this situation, and have at least 4 > or 5 clients > > facing the same issue. > > > > What I have in mind is: the possibility for the admin > user to set, via > > Settings, that the company sells services. Then, > checking one checkbox, > > all quotes checkings get disabled. > > > > I'd love to see this on 5.2 :-) > > > > Carlo > > > > > > > > Prasad wrote: > > > Dear vtigers, > > > > > > We are looking for your advise on the following. > Currently, when an > > > invoice is saved, vtiger CRM deducts the items from > the available > > stock > > > under Product Inventory. > > > > > > We are getting feedback on the blogs and the forums > that this is not > > > correct or not sufficient. We would like to get your > views on > > this matter. > > _______________________________________________ > > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > vtigercrm-developers mailing list > vtigercrm-developers at lists.vtigercrm.com > http://lists.vtigercrm.com/mailman/listinfo/vtigercrm-developers > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/9afb292a/attachment-0001.html From dave at bruzergear.com Thu Nov 6 11:36:53 2008 From: dave at bruzergear.com (Dave Karlsven) Date: Thu, 6 Nov 2008 09:36:53 -0700 Subject: [Vtigercrm-developers] Inventory update post. Message-ID: <59ba97d80811060836s4689cb58heb642a32f3478d96@mail.gmail.com> I am not sure how to post my comment on the developers list, as I am new to the community, but hopefully this works. I think the biggest issue with the inventory is that as it stands right now, there is a potential of deducting more than you should on a sales order if you create more than one invoice for that sales order. That is the #1 problem that gets inventory off track with vtiger right now. No matter what you decide as to when the inventory is deducted, you have to make sure that it can only be deducted one time per sales order. It makes more sense to me to deduct the inventory by changing a status in the sales order OR the status in the Invoice to "Delivered" because it will fit any business model. The key is that you can't deduct from inventory twice for the same sales order. So if someone wants to mark an invoice as "Delivered" then it can deduct from inventory. If that same person on another sales order marks "Delivered" in the sales order status, then it would deduct from inventory. However, if that person has already marked a sales order as "Delivered" and deducted from inventory and then also marks their Invoice as "Delivered" then it should not allow them to deduct from inventory again. To take this concept further for more types of business models, you could also have a "Reserved" setting that deducts from inventory on both the sales order page or the invoice page. However once again, if the order is marked "Reserved" and inventory is deducted, then you have to make sure that when they mark "Delivered" as the status in the future, that it does not deduct more inventory. So I think the bottom line is this: Give more flexibility to all business models out there by having a "Delivered" and a "Reserved" status in both the Sales order and the Invoice, but only let inventory be deducted one time per sales order in the system. Once the inventory has been deducted from a sales order, it can not be deducted again for that sales order unless there is some kind of manual override to the system. As far as adding to inventory goes, I think you can take the same concept by allowing the sales order and invoice to have the status settings of "Returned" and "Canceled". When one of those is selected in either area, then it will add the inventory back into the system. However, make sure that once the inventory has been added to the system for a sales order, that it can not be added again if one of the settings is changed to the another. You could make it so someone changes a status to "Reserved" and inventory is deducted and then if the customer cancels you mark the status as "Canceled" and inventory is added back into the system, then if the customer changes their mind again and decides to purchase the order you can mark it as "Reserved" or "Delivered" and have the system deduct from inventory. The key here is that once inventory is deducted for a sales order, it must be added back into the system before it can be deducted again. An order history log could also be a nice thing to keep track of all this and make it nice for the user to view any modifications to the order by date. Hope this helps. Dave -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/738e68bb/attachment-0001.html From jcrisp at safeandsoundit.co.uk Thu Nov 6 11:55:58 2008 From: jcrisp at safeandsoundit.co.uk (John Crisp) Date: Thu, 06 Nov 2008 17:55:58 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> Message-ID: <4913219E.9070300@safeandsoundit.co.uk> What about having a 'non-stock' box ? Sage etc do something similar. You could then add a service as a non-stock item ? Or maybe a couple of different 'product types' with some flexibility on how it manages stock depending on the type ? B. Rgds John From prasad at vtiger.com Thu Nov 6 12:34:15 2008 From: prasad at vtiger.com (Prasad) Date: Thu, 6 Nov 2008 23:04:15 +0530 Subject: [Vtigercrm-developers] Inventory update post. In-Reply-To: <59ba97d80811060836s4689cb58heb642a32f3478d96@mail.gmail.com> References: <59ba97d80811060836s4689cb58heb642a32f3478d96@mail.gmail.com> Message-ID: <39d18b250811060934w559638eavec8697ade2c3d99c@mail.gmail.com> Hi Dave, Thanks for the detailed feedback. Regards, Prasad vtiger Team On 11/6/08, Dave Karlsven wrote: > > I am not sure how to post my comment on the developers list, as I am new to > the community, but hopefully this works. > > I think the biggest issue with the inventory is that as it stands right > now, there is a potential of deducting more than you should on a sales order > if you create more than one invoice for that sales order. > > That is the #1 problem that gets inventory off track with vtiger right now. > > No matter what you decide as to when the inventory is deducted, you have > to make sure that it can only be deducted one time per sales order. > > It makes more sense to me to deduct the inventory by changing a status in > the sales order OR the status in the Invoice to "Delivered" because it will > fit any business model. > > The key is that you can't deduct from inventory twice for the same sales > order. > > So if someone wants to mark an invoice as "Delivered" then it can deduct > from inventory. > If that same person on another sales order marks "Delivered" in the sales > order status, then it would deduct from inventory. > > However, if that person has already marked a sales order as "Delivered" and > deducted from inventory and then also marks their Invoice as "Delivered" > then it should not allow them to deduct from inventory again. > > To take this concept further for more types of business models, you could > also have a "Reserved" setting that deducts from inventory on both the sales > order page or the invoice page. However once again, if the order is marked > "Reserved" and inventory is deducted, then you have to make sure that when > they mark "Delivered" as the status in the future, that it does not deduct > more inventory. > > So I think the bottom line is this: Give more flexibility to all business > models out there by having a "Delivered" and a "Reserved" status in both the > Sales order and the Invoice, but only let inventory be deducted one time per > sales order in the system. > Once the inventory has been deducted from a sales order, it can not be > deducted again for that sales order unless there is some kind of manual > override to the system. > > As far as adding to inventory goes, I think you can take the same concept > by allowing the sales order and invoice to have the status settings of > "Returned" and "Canceled". When one of those is selected in either area, > then it will add the inventory back into the system. However, make sure > that once the inventory has been added to the system for a sales order, that > it can not be added again if one of the settings is changed to the another. > > You could make it so someone changes a status to "Reserved" and inventory > is deducted and then if the customer cancels you mark the status as > "Canceled" and inventory is added back into the system, then if the customer > changes their mind again and decides to purchase the order you can mark it > as "Reserved" or "Delivered" and have the system deduct from inventory. > The key here is that once inventory is deducted for a sales order, it must > be added back into the system before it can be deducted again. > > An order history log could also be a nice thing to keep track of all this > and make it nice for the user to view any modifications to the order by > date. > > Hope this helps. > > Dave > > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/1a306f98/attachment-0001.html From j4c0b1 at gmail.com Thu Nov 6 14:01:51 2008 From: j4c0b1 at gmail.com (Cicero Jacobi Filho) Date: Thu, 6 Nov 2008 17:01:51 -0200 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4913219E.9070300@safeandsoundit.co.uk> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: Hey John Thats a real simple and nice idea!! -- Atenciosamente C?cero Jacobi Filho j4c0b1 at gmail.com 51-93350964 51-84566132 icq : 78883010 msn : cjacobi at hotmail.com gmail : j4c0b1 at gmail.com skype : cjacobi 2008/11/6 John Crisp > What about having a 'non-stock' box ? Sage etc do something similar. > > You could then add a service as a non-stock item ? > > Or maybe a couple of different 'product types' with some flexibility on > how it manages stock depending on the type ? > > B. Rgds > John > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081106/304cfd77/attachment-0001.html From asha at vtiger.com Fri Nov 7 10:36:16 2008 From: asha at vtiger.com (Asha) Date: Fri, 7 Nov 2008 21:06:16 +0530 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: Hi Carlo, John, Cicero, Kristof, David, Thanks for the input. 5.1 will allow users to specify Services under Products. We will provide a 'Product Type' pick list with 'Stock Item' and 'Non-Stock Item' as values. We are also planning on supporting Service Contracts. More on that in a future email! Thanks again for your suggestions. On 11/7/08, Cicero Jacobi Filho wrote: > > Hey John > > Thats a real simple and nice idea!! > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > > 2008/11/6 John Crisp > >> What about having a 'non-stock' box ? Sage etc do something similar. >> >> You could then add a service as a non-stock item ? >> >> Or maybe a couple of different 'product types' with some flexibility on >> how it manages stock depending on the type ? >> >> B. Rgds >> John >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Regards, Asha vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081107/5da0605d/attachment-0001.html From kristof.kovacs at onlineprojects.hu Fri Nov 7 10:58:17 2008 From: kristof.kovacs at onlineprojects.hu (=?UTF-8?Q?Krist=C3=B3f_KOV=C3=81CS?=) Date: Fri, 7 Nov 2008 16:58:17 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: Thnaks, Asha, Prasad, everybody! Keep up the good work! K. On Fri, Nov 7, 2008 at 4:36 PM, Asha wrote: > Hi Carlo, John, Cicero, Kristof, David, > > Thanks for the input. 5.1 will allow users to specify Services under > Products. We will provide a 'Product Type' pick list with 'Stock Item' and > 'Non-Stock Item' as values. We are also planning on supporting Service > Contracts. More on that in a future email! > > Thanks again for your suggestions. > > > On 11/7/08, Cicero Jacobi Filho wrote: >> >> Hey John >> >> Thats a real simple and nice idea!! >> >> >> -- >> Atenciosamente >> >> C?cero Jacobi Filho >> j4c0b1 at gmail.com >> 51-93350964 >> 51-84566132 >> icq : 78883010 >> msn : cjacobi at hotmail.com >> gmail : j4c0b1 at gmail.com >> skype : cjacobi >> >> 2008/11/6 John Crisp >> >>> What about having a 'non-stock' box ? Sage etc do something similar. >>> >>> You could then add a service as a non-stock item ? >>> >>> Or maybe a couple of different 'product types' with some flexibility on >>> how it manages stock depending on the type ? >>> >>> B. Rgds >>> John >>> _______________________________________________ >>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>> >> >> >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > -- > Regards, > Asha > vtiger Team > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081107/bf68be4d/attachment-0001.html From davidv.net at gmail.com Fri Nov 7 11:03:06 2008 From: davidv.net at gmail.com (David V.) Date: Fri, 7 Nov 2008 12:03:06 -0400 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: Thanks ! David V. On Fri, Nov 7, 2008 at 11:58 AM, Krist?f KOV?CS < kristof.kovacs at onlineprojects.hu> wrote: > Thnaks, Asha, Prasad, everybody! > Keep up the good work! > > K. > > > On Fri, Nov 7, 2008 at 4:36 PM, Asha wrote: > >> Hi Carlo, John, Cicero, Kristof, David, >> >> Thanks for the input. 5.1 will allow users to specify Services under >> Products. We will provide a 'Product Type' pick list with 'Stock Item' and >> 'Non-Stock Item' as values. We are also planning on supporting Service >> Contracts. More on that in a future email! >> >> Thanks again for your suggestions. >> >> >> On 11/7/08, Cicero Jacobi Filho wrote: >>> >>> Hey John >>> >>> Thats a real simple and nice idea!! >>> >>> >>> -- >>> Atenciosamente >>> >>> C?cero Jacobi Filho >>> j4c0b1 at gmail.com >>> 51-93350964 >>> 51-84566132 >>> icq : 78883010 >>> msn : cjacobi at hotmail.com >>> gmail : j4c0b1 at gmail.com >>> skype : cjacobi >>> >>> 2008/11/6 John Crisp >>> >>>> What about having a 'non-stock' box ? Sage etc do something similar. >>>> >>>> You could then add a service as a non-stock item ? >>>> >>>> Or maybe a couple of different 'product types' with some flexibility on >>>> how it manages stock depending on the type ? >>>> >>>> B. Rgds >>>> John >>>> _______________________________________________ >>>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>>> >>> >>> >>> >>> >>> _______________________________________________ >>> Reach hundreds of potential candidates - http://jobs.vtiger.com >>> >> >> >> >> -- >> Regards, >> Asha >> vtiger Team >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081107/0b25bc26/attachment-0001.html From jcrisp at safeandsoundit.co.uk Fri Nov 7 17:45:02 2008 From: jcrisp at safeandsoundit.co.uk (John Crisp) Date: Fri, 07 Nov 2008 23:45:02 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> Message-ID: <4914C4EE.90109@safeandsoundit.co.uk> Asha wrote: > Hi Carlo, John, Cicero, Kristof, David, > > Thanks for the input. 5.1 will allow users to specify Services under > Products. We will provide a 'Product Type' pick list with 'Stock Item' > and 'Non-Stock Item' as values. We are also planning on supporting > Service Contracts. More on that in a future email! > > Thanks again for your suggestions. > Thanks for listening :-) From carloz at gnumerica.org Sun Nov 9 10:30:10 2008 From: carloz at gnumerica.org (carlo beschi) Date: Sun, 09 Nov 2008 16:30:10 +0100 Subject: [Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?) In-Reply-To: <4914C4EE.90109@safeandsoundit.co.uk> References: <39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com> <4913219E.9070300@safeandsoundit.co.uk> <4914C4EE.90109@safeandsoundit.co.uk> Message-ID: <49170202.4010407@gnumerica.org> Hi, only to say "thanks for listening" as well. This thread goes into my "best practises" folder ;-) Carlo John Crisp wrote: > Asha wrote: >> Hi Carlo, John, Cicero, Kristof, David, >> >> Thanks for the input. 5.1 will allow users to specify Services under >> Products. We will provide a 'Product Type' pick list with 'Stock Item' >> and 'Non-Stock Item' as values. We are also planning on supporting >> Service Contracts. More on that in a future email! >> >> Thanks again for your suggestions. >> > > Thanks for listening :-) > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From quentusrex at gmail.com Mon Nov 10 20:41:00 2008 From: quentusrex at gmail.com (quentusrex) Date: Mon, 10 Nov 2008 17:41:00 -0800 Subject: [Vtigercrm-developers] Feature: Recurring Revenue Message-ID: <1226367660.29197.58.camel@quentusrex-desktop> Is there work already being done on the Recurring Revenue feature? If not has the feature already been designed, just not implemented? If not, who should I talk to about this feature? I want to get this feature implemented quickly and I'm willing to do all of the work if I can get some help on the proper vtiger way to implement the feature. I'd like something that would run as a cron job that would check every day to see all of the sales orders to see if they were marked as 'recurring' if so then check to see when the last invoice was generated. If the last invoice was more than a month ago, then generate an invoice, that needs to be approved by the sales person. Then the sales person approves the invoice, and sends it out. -William From quentusrex at gmail.com Mon Nov 10 21:14:58 2008 From: quentusrex at gmail.com (quentusrex) Date: Mon, 10 Nov 2008 18:14:58 -0800 Subject: [Vtigercrm-developers] Dashboard, or report to show total commissions Message-ID: <1226369698.29197.94.camel@quentusrex-desktop> I need a way to find out at the end of the month what the total commissions each sales person has earned. -William From brett.hooker at roarz.com Mon Nov 10 21:18:16 2008 From: brett.hooker at roarz.com (Brett Hooker) Date: Tue, 11 Nov 2008 12:18:16 +1000 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <1226367660.29197.58.camel@quentusrex-desktop> References: <1226367660.29197.58.camel@quentusrex-desktop> Message-ID: <4918EB68.5000905@roarz.com> William, We have been slowly working on something like this. We'd love to compare notes/design and work together to finish it off. We've built a new Recurring Products block on the Accounts screen. We've flagged some products as Recurring Products, and these products can be selected in the Recurring Products block. A cron job then generates invoices. We don't put an approval step in, as we have a lot of recurring products, and we want them to just go out. We've also been working on automatic overdue reminders in the same cron job. We'll compare our design with your design and let's continue the conversation. *Any others have input on this?* Thanks, Brett quentusrex wrote: > Is there work already being done on the Recurring Revenue feature? If > not has the feature already been designed, just not implemented? If not, > who should I talk to about this feature? I want to get this feature > implemented quickly and I'm willing to do all of the work if I can get > some help on the proper vtiger way to implement the feature. > > I'd like something that would run as a cron job that would check every > day to see all of the sales orders to see if they were marked as > 'recurring' if so then check to see when the last invoice was generated. > If the last invoice was more than a month ago, then generate an invoice, > that needs to be approved by the sales person. Then the sales person > approves the invoice, and sends it out. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/20f3468c/attachment-0001.html From quentusrex at gmail.com Mon Nov 10 22:18:47 2008 From: quentusrex at gmail.com (quentusrex at gmail.com) Date: Tue, 11 Nov 2008 03:18:47 +0000 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <4918EB68.5000905@roarz.com> References: <1226367660.29197.58.camel@quentusrex-desktop><4918EB68.5000905@roarz.com> Message-ID: <1559776476-1226373471-cardhu_decombobulator_blackberry.rim.net-623461851-@bxe331.bisx.prod.on.blackberry> I would think that an approval step as an option would be very helpful. Especially for products that the price may change. -William Sent from my Verizon Wireless BlackBerry -----Original Message----- From: Brett Hooker Date: Tue, 11 Nov 2008 12:18:16 To: Subject: Re: [Vtigercrm-developers] Feature: Recurring Revenue _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com From joe at tsolucio.com Tue Nov 11 02:46:45 2008 From: joe at tsolucio.com (Joe Bordes) Date: Tue, 11 Nov 2008 08:46:45 +0100 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <1226367660.29197.58.camel@quentusrex-desktop> References: <1226367660.29197.58.camel@quentusrex-desktop> Message-ID: <49193865.1050406@tsolucio.com> Hi, We have this working using the SO as a template. http://vtiger-spain.com/wiki/doku.php?id=recurringbilling Joe TSolucio quentusrex escribi?: > Is there work already being done on the Recurring Revenue feature? If > not has the feature already been designed, just not implemented? If not, > who should I talk to about this feature? I want to get this feature > implemented quickly and I'm willing to do all of the work if I can get > some help on the proper vtiger way to implement the feature. > > I'd like something that would run as a cron job that would check every > day to see all of the sales orders to see if they were marked as > 'recurring' if so then check to see when the last invoice was generated. > If the last invoice was more than a month ago, then generate an invoice, > that needs to be approved by the sales person. Then the sales person > approves the invoice, and sends it out. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > From eugene.babiy at gmail.com Tue Nov 11 04:03:26 2008 From: eugene.babiy at gmail.com (Eugene Babiy) Date: Tue, 11 Nov 2008 11:03:26 +0200 Subject: [Vtigercrm-developers] Currency rates up to date Message-ID: <1226394206.8316.0.camel@eugene-laptop> Hi Guys. Is there plans to adopt a currency rate for date in near vTiger releases? For me it's very important because my national currency rate permanently varies to USD and EUR and that would be great to see the amount converted to my national currency from USD and EUR up to rates dates. Best regards, Eugene Babiy. -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/519fffed/attachment-0001.html From svk at vtiger.com Tue Nov 11 08:40:34 2008 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Tue, 11 Nov 2008 19:10:34 +0530 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <49193865.1050406@tsolucio.com> References: <1226367660.29197.58.camel@quentusrex-desktop> <49193865.1050406@tsolucio.com> Message-ID: <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> Hi, We intend to support Recurring invoices capability in 5.1. We plan to use an approach similar to the one taken by Joe. i.e., Use SalesOrder as a template and add a section to configure the recurring properties such as start period, end period and the frequency. When the recurring invoice is created by the system, the status will be set to 'Created' and an email alert can be sent to the owner. The owner can then change the status to 'Approved' Hope this approach fits the need for most clients. Please let us know your feedback. -Sreenivas (vtiger team) On Tue, Nov 11, 2008 at 1:16 PM, Joe Bordes wrote: > Hi, > > We have this working using the SO as a template. > > http://vtiger-spain.com/wiki/doku.php?id=recurringbilling > > Joe > TSolucio > > quentusrex escribi?: > > Is there work already being done on the Recurring Revenue feature? If > > not has the feature already been designed, just not implemented? If not, > > who should I talk to about this feature? I want to get this feature > > implemented quickly and I'm willing to do all of the work if I can get > > some help on the proper vtiger way to implement the feature. > > > > I'd like something that would run as a cron job that would check every > > day to see all of the sales orders to see if they were marked as > > 'recurring' if so then check to see when the last invoice was generated. > > If the last invoice was more than a month ago, then generate an invoice, > > that needs to be approved by the sales person. Then the sales person > > approves the invoice, and sends it out. > > > > -William > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/40b6aa56/attachment-0001.html From quentusrex at gmail.com Tue Nov 11 12:31:03 2008 From: quentusrex at gmail.com (quentusrex) Date: Tue, 11 Nov 2008 09:31:03 -0800 Subject: [Vtigercrm-developers] Sales person Commissions Message-ID: <1226424663.29197.1019.camel@quentusrex-desktop> Is there a report that shows the sales person commissions earned? I'm trying to set something up so that the sales staff get a percent of the gross margin as their commissions. I would like the feature to be able to go to the dashboard to see a report as to which sales teams, and/or which sales person has earned the highest amount of sales commissions. Also, a way to see the total amount of sales commissions earned. -William From quentusrex at gmail.com Tue Nov 11 12:31:58 2008 From: quentusrex at gmail.com (quentusrex) Date: Tue, 11 Nov 2008 09:31:58 -0800 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> References: <1226367660.29197.58.camel@quentusrex-desktop> <49193865.1050406@tsolucio.com> <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> Message-ID: <1226424718.29197.1022.camel@quentusrex-desktop> How can I get involved to test this code, or in any other way help this feature get released? If it won't be out until 5.1, then how do I get get 5.1 out quicker? -William On Tue, 2008-11-11 at 19:10 +0530, Sreenivas Kanumuru wrote: > Hi, > > We intend to support Recurring invoices capability in 5.1. We plan to > use an approach similar to the one taken by Joe. i.e., Use SalesOrder > as a template and add a section to configure the recurring properties > such as start period, end period and the frequency. When the recurring > invoice is created by the system, the status will be set to 'Created' > and an email alert can be sent to the owner. The owner can then > change the status to 'Approved' > > Hope this approach fits the need for most clients. Please let us know > your feedback. > > -Sreenivas (vtiger team) > > > > > > On Tue, Nov 11, 2008 at 1:16 PM, Joe Bordes wrote: > Hi, > > We have this working using the SO as a template. > > http://vtiger-spain.com/wiki/doku.php?id=recurringbilling > > Joe > TSolucio > > quentusrex escribi?: > > > Is there work already being done on the Recurring Revenue > feature? If > > not has the feature already been designed, just not > implemented? If not, > > who should I talk to about this feature? I want to get this > feature > > implemented quickly and I'm willing to do all of the work if > I can get > > some help on the proper vtiger way to implement the feature. > > > > I'd like something that would run as a cron job that would > check every > > day to see all of the sales orders to see if they were > marked as > > 'recurring' if so then check to see when the last invoice > was generated. > > If the last invoice was more than a month ago, then generate > an invoice, > > that needs to be approved by the sales person. Then the > sales person > > approves the invoice, and sends it out. > > > > -William > > > > _______________________________________________ > > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From j4c0b1 at gmail.com Tue Nov 11 14:49:19 2008 From: j4c0b1 at gmail.com (Cicero Jacobi Filho) Date: Tue, 11 Nov 2008 17:49:19 -0200 Subject: [Vtigercrm-developers] Sales person Commissions In-Reply-To: <1226424663.29197.1019.camel@quentusrex-desktop> References: <1226424663.29197.1019.camel@quentusrex-desktop> Message-ID: That's a real important thing to have, a must have. We are actually developing a commissions intelligence in CRM, just to have it automatically calculated. 2008/11/11 quentusrex > Is there a report that shows the sales person commissions earned? I'm > trying to set something up so that the sales staff get a percent of the > gross margin as their commissions. > > I would like the feature to be able to go to the dashboard to see a > report as to which sales teams, and/or which sales person has earned the > highest amount of sales commissions. Also, a way to see the total amount > of sales commissions earned. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Atenciosamente C?cero Jacobi Filho j4c0b1 at gmail.com 51-93350964 51-84566132 icq : 78883010 msn : cjacobi at hotmail.com gmail : j4c0b1 at gmail.com skype : cjacobi -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/15dabfd1/attachment-0001.html From quentusrex at gmail.com Tue Nov 11 15:05:37 2008 From: quentusrex at gmail.com (quentusrex) Date: Tue, 11 Nov 2008 12:05:37 -0800 Subject: [Vtigercrm-developers] Sales person Commissions In-Reply-To: References: <1226424663.29197.1019.camel@quentusrex-desktop> Message-ID: <1226433937.29197.1179.camel@quentusrex-desktop> Right. So where can I start helping the development of this feature? For my system I would like to be able to set the commission rates on the products, and then when the sales order is written the sales person can easily see the total commission they will earn off of the sale, also what the commission rate is. So that they know by how much they can discount the product(the max of their commission). etc. My hope is to use a end of month report(that will calculate all the commissions earned by each sales person) to determine the winner of sales competitions. -William On Tue, 2008-11-11 at 17:49 -0200, Cicero Jacobi Filho wrote: > That's a real important thing to have, a must have. > > We are actually developing a commissions intelligence in CRM, just to > have it automatically calculated. > > > > 2008/11/11 quentusrex > Is there a report that shows the sales person commissions > earned? I'm > trying to set something up so that the sales staff get a > percent of the > gross margin as their commissions. > > I would like the feature to be able to go to the dashboard to > see a > report as to which sales teams, and/or which sales person has > earned the > highest amount of sales commissions. Also, a way to see the > total amount > of sales commissions earned. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From quentusrex at gmail.com Tue Nov 11 18:50:31 2008 From: quentusrex at gmail.com (quentusrex) Date: Tue, 11 Nov 2008 15:50:31 -0800 Subject: [Vtigercrm-developers] Sales person Commissions In-Reply-To: References: <1226424663.29197.1019.camel@quentusrex-desktop> Message-ID: <1226447431.9728.4.camel@quentusrex-desktop> Where is this feature located? Is it in the main source? or as a separate module/plugin? If it's in the main source, who's the lead developer for this feature? -William On Tue, 2008-11-11 at 17:49 -0200, Cicero Jacobi Filho wrote: > That's a real important thing to have, a must have. > > We are actually developing a commissions intelligence in CRM, just to > have it automatically calculated. > > > > 2008/11/11 quentusrex > Is there a report that shows the sales person commissions > earned? I'm > trying to set something up so that the sales staff get a > percent of the > gross margin as their commissions. > > I would like the feature to be able to go to the dashboard to > see a > report as to which sales teams, and/or which sales person has > earned the > highest amount of sales commissions. Also, a way to see the > total amount > of sales commissions earned. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - > http://jobs.vtiger.com > > > > -- > Atenciosamente > > C?cero Jacobi Filho > j4c0b1 at gmail.com > 51-93350964 > 51-84566132 > icq : 78883010 > msn : cjacobi at hotmail.com > gmail : j4c0b1 at gmail.com > skype : cjacobi > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From davidv.net at gmail.com Tue Nov 11 18:51:35 2008 From: davidv.net at gmail.com (David V.) Date: Tue, 11 Nov 2008 19:51:35 -0400 Subject: [Vtigercrm-developers] Currency rates up to date In-Reply-To: <1226394206.8316.0.camel@eugene-laptop> References: <1226394206.8316.0.camel@eugene-laptop> Message-ID: Eugene, Do you mean you want the rates to be changed automaticaly at a specific date ??? David V. On Tue, Nov 11, 2008 at 5:03 AM, Eugene Babiy wrote: > Hi Guys. > > Is there plans to adopt a currency rate for date in near vTiger releases? > For me it's very important because my national currency rate permanently > varies to USD and EUR and that would be great to see the amount converted to > my national currency from USD and EUR up to rates dates. > > Best regards, Eugene Babiy. > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081111/7744d305/attachment-0001.html From carloz at gnumerica.org Wed Nov 12 09:46:16 2008 From: carloz at gnumerica.org (carlo beschi) Date: Wed, 12 Nov 2008 15:46:16 +0100 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> References: <1226367660.29197.58.camel@quentusrex-desktop> <49193865.1050406@tsolucio.com> <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> Message-ID: <491AEC38.2070403@gnumerica.org> One more step in the right direction. :-) We'll be very happy to see this integrated. Carlo Sreenivas Kanumuru wrote: > Hi, > > We intend to support Recurring invoices capability in 5.1. We plan to > use an approach similar to the one taken by Joe. i.e., Use SalesOrder as > a template and add a section to configure the recurring properties such > as start period, end period and the frequency. When the recurring > invoice is created by the system, the status will be set to 'Created' > and an email alert can be sent to the owner. The owner can then change > the status to 'Approved' > > Hope this approach fits the need for most clients. Please let us know > your feedback. > > -Sreenivas (vtiger team) > > > > > > On Tue, Nov 11, 2008 at 1:16 PM, Joe Bordes > wrote: > > Hi, > > We have this working using the SO as a template. > > http://vtiger-spain.com/wiki/doku.php?id=recurringbilling > > Joe > TSolucio > > quentusrex escribi?: > > Is there work already being done on the Recurring Revenue feature? If > > not has the feature already been designed, just not implemented? > If not, > > who should I talk to about this feature? I want to get this feature > > implemented quickly and I'm willing to do all of the work if I > can get > > some help on the proper vtiger way to implement the feature. > > > > I'd like something that would run as a cron job that would check > every > > day to see all of the sales orders to see if they were marked as > > 'recurring' if so then check to see when the last invoice was > generated. > > If the last invoice was more than a month ago, then generate an > invoice, > > that needs to be approved by the sales person. Then the sales person > > approves the invoice, and sends it out. > > > > -William > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From brett.hooker at roarz.com Wed Nov 12 17:22:49 2008 From: brett.hooker at roarz.com (Brett Hooker) Date: Thu, 13 Nov 2008 08:22:49 +1000 Subject: [Vtigercrm-developers] Feature: Recurring Revenue In-Reply-To: <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> References: <1226367660.29197.58.camel@quentusrex-desktop> <49193865.1050406@tsolucio.com> <370368f40811110540m4d5fbc83l123d4eb9079e2965@mail.gmail.com> Message-ID: <491B5739.6020605@roarz.com> Sreenivas, That'll be great! The requirement we're working to meet is as follows. An order comes in for a hosting account, multiple domain names, a payment gateway, and a SSL certificate. These items may be entered by a sales rep or an operator, whose time is precious, thus they need the quickest mechanism possible to enter these items. Each item is on its own recurring schedule, for example: - Hosting is monthly - Domain names are annual, or bi annual - SSL is annual - Payment gateway is annual Some of these items are included for free in the first cycle, e.g. domain name free for first year of service or first month of hosting is free. We achieve this be entering recurring properties against each line item. For the record, we capture the following attributes for recurring items: - Product (lookup to Product database) - Price (the amount to be charged on each anniversary) - First payment free (yes/no) - Extra details (text field that holds the descriptor of the recurring product, e.g. domain name, hosting account name, ssl cert domain, etc) - Status (active [paid], expired, unpaid, etc) - Next payment due date (calculated) - Cycle (monthly, quarterly, annual, bi-annual, etc) When these items arrive at their anniversary date, a single invoice is produced with all of the Accounts due recurring products on it. We do this in the cron job. I like the idea of this being raised on a sales order. In our case, we'd have to capture the recurring details for each product on each line item. We'd also have to provide a related list on the Accounts screen to show all recurring products for an Account, as we've found that customers purchase many of these items over time, and we need to be able to access all of them in a single place in summary form. (hence why we put this on the accounts screen in our case) We are yet to build a recurring products module, but we are planning on doing this. Again, this is to allow us to see the record of all recurring products in a single screen so that we can audit/manage/review all "live revenue" products through a single screen. It would be impractical for us to scan through sales orders, or a related list on each Account to do this. When we build the recurring products module, it might negate the need to enter these on a Sales Order, as we could do the Additions via the Recurring Products module. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Logan City Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre : Level 9, 12-13 Marine Parade Southport Qld 4215 /ROARZ will help you get your website up to date and keep it that way./ Sreenivas Kanumuru wrote: > Hi, > > We intend to support Recurring invoices capability in 5.1. We plan to > use an approach similar to the one taken by Joe. i.e., Use SalesOrder > as a template and add a section to configure the recurring properties > such as start period, end period and the frequency. When the recurring > invoice is created by the system, the status will be set to 'Created' > and an email alert can be sent to the owner. The owner can then > change the status to 'Approved' > > Hope this approach fits the need for most clients. Please let us know > your feedback. > > -Sreenivas (vtiger team) > > > > > > On Tue, Nov 11, 2008 at 1:16 PM, Joe Bordes > wrote: > > Hi, > > We have this working using the SO as a template. > > http://vtiger-spain.com/wiki/doku.php?id=recurringbilling > > Joe > TSolucio > > quentusrex escribi?: > > Is there work already being done on the Recurring Revenue > feature? If > > not has the feature already been designed, just not implemented? > If not, > > who should I talk to about this feature? I want to get this feature > > implemented quickly and I'm willing to do all of the work if I > can get > > some help on the proper vtiger way to implement the feature. > > > > I'd like something that would run as a cron job that would check > every > > day to see all of the sales orders to see if they were marked as > > 'recurring' if so then check to see when the last invoice was > generated. > > If the last invoice was more than a month ago, then generate an > invoice, > > that needs to be approved by the sales person. Then the sales person > > approves the invoice, and sends it out. > > > > -William > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/40a1a6c7/attachment-0001.html -------------- next part -------------- A non-text attachment was scrubbed... Name: brett-hooker.jpg Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/40a1a6c7/attachment-0001.jpg -------------- next part -------------- A non-text attachment was scrubbed... Name: ROARZ-Logo-screen-154.png Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/40a1a6c7/attachment-0001.png From prasad at vtiger.com Thu Nov 13 10:38:45 2008 From: prasad at vtiger.com (Prasad) Date: Thu, 13 Nov 2008 21:08:45 +0530 Subject: [Vtigercrm-developers] vtiger CRM 5.0.4 Security Patch Release Message-ID: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> Dear vtigers, We have released a security patch for 5.0.4 that fixes the following security issues along with some critical bugs reported by the community. More details can be found in the release notes [VtigerCRM 5.0.4 SecurityPatch_ReleaseNotes ]. Security Issues:- 1. Local File Disclosure 2. Cross-Site Scripting 3. SQL injection Vulnerability 4. Arbitrary File Upload Trac Tickets:- #5235 : Patch Apply: Timeout settings need change #5255 : Cannot import more than 500 records #5307: Campaign Related info getting lost #5298 : File attachment download gets corrupted #5294 : Organization image upload issue # 5231: Webmail qualify issue # 5268: Homepage dashboard link showing incorrect data in list view #4847 : Problem in selecting users/groups/profiles from the roles and groups edit view #5393 : Not able to delete default profiles/roles/users We thank vtiger community for their support to detect the issues and help us resolve it. Special thanks to Mark Piper, Fabian Fingerele, and Different Solutions. *Patch Download:* The 5.0.4 Security patch download is available here: [ VtigerCRM5.0.4_SecurityPatch ] *NOTE:* You will need to unpack the zip into your vtiger CRM folder. We recommend you to take a backup of your directory first before you unpack the patch. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/efb6675f/attachment-0001.html From svk at vtiger.com Thu Nov 13 13:12:21 2008 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Thu, 13 Nov 2008 23:42:21 +0530 Subject: [Vtigercrm-developers] Service Contracts Message-ID: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Hi vtigers, As we mentioned earlier, we will be supporting non-stockable (services) and stockable items (physical items) under Inventory products module. To take our new love for services further, we will be supporting Recurring Invoices and Service Contracts. We see these as two different things. Let me explain: - Recurring Invoices: Invoices will be created automatically at the configured frequency. To support Recurring invoices, we plan to add a new section in the Sales Order to capture - Start and End period - Frequency (yearly, monthly) - Service Contracts: Helps track professional and support service agreements. Service contracts are done at an item level in the Invoice. A Service contract could have the following fields. - associated with *Account* - *Start Date, End Date, Tracking Unit *[Hours, Days, Incidents], *Total Units, Available Units*. (ex: our Level 2 Support for small client is restricted to 4 tickets) - is linked to Trouble ticket module. Each trouble ticket closed should automatically decrement the counter or the available hours. - alert the client when limit is getting close. - We can provide a button for each service line item in an invoice to create a service contract. Before moving ahead, we would like to hear from you. - Is Service contracts module useful? - Do you have any suggestions to improve upon the above defined capability in Service Contracts? We are wary of the Service Contracts exploding into a major piece of work, for example to help with SLA compliance..etc. We would like to keep this to a limited scope for now. Please share your feedback. thanks, Sreenivas -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/e08ff1a9/attachment-0001.html From quentusrex at gmail.com Thu Nov 13 14:24:30 2008 From: quentusrex at gmail.com (quentusrex) Date: Thu, 13 Nov 2008 11:24:30 -0800 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Message-ID: <1226604270.9728.8.camel@quentusrex-desktop> I think they are both a great idea. For the Recurring Invoice feature, also add quarterly. I would say that the focus should be on the recurring invoice feature over the Service Contract feature. -William On Thu, 2008-11-13 at 23:42 +0530, Sreenivas Kanumuru wrote: > > Hi vtigers, > > As we mentioned earlier, we will be supporting non-stockable > (services) and stockable items (physical items) under Inventory > products module. To take our new love for services further, we will be > supporting Recurring Invoices and Service Contracts. We see these as > two different things. Let me explain: > * Recurring Invoices: Invoices will be created automatically at > the configured frequency. To support Recurring invoices, we > plan to add a new section in the Sales Order to capture > * Start and End period > * Frequency (yearly, monthly) > * Service Contracts: Helps track professional and support > service agreements. Service contracts are done at an item > level in the Invoice. A Service contract could have the > following fields. > * associated with Account > * Start Date, End Date, Tracking Unit [Hours, Days, > Incidents], Total Units, Available Units. (ex: our > Level 2 Support for small client is restricted to 4 > tickets) > * is linked to Trouble ticket module. Each trouble > ticket closed should automatically decrement the > counter or the available hours. > * alert the client when limit is getting close. > * We can provide a button for each service line item in > an invoice to create a service contract. > Before moving ahead, we would like to hear from you. > * Is Service contracts module useful? > * Do you have any suggestions to improve upon the above defined > capability in Service Contracts? > We are wary of the Service Contracts exploding into a major piece of > work, for example to help with SLA compliance..etc. We would like to > keep this to a limited scope for now. > > Please share your feedback. > > thanks, > Sreenivas > > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From quentusrex at gmail.com Thu Nov 13 15:19:30 2008 From: quentusrex at gmail.com (quentusrex) Date: Thu, 13 Nov 2008 12:19:30 -0800 Subject: [Vtigercrm-developers] Feature request: One click update, and one click install of new modules Message-ID: <1226607570.9728.10.camel@quentusrex-desktop> It would be very handy to be able to auto upgrade vtiger from within the admin panel. The FreePBX software has the ability to do one click installs based on a php project. -William From davidv.net at gmail.com Thu Nov 13 16:03:36 2008 From: davidv.net at gmail.com (David V.) Date: Thu, 13 Nov 2008 17:03:36 -0400 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: <1226604270.9728.8.camel@quentusrex-desktop> References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> <1226604270.9728.8.camel@quentusrex-desktop> Message-ID: Sreenivas, We sell space on our servers and we charge our customers monthly. Do you think we could you use this system to automaticaly make an invoice each month for each account based on how much space they currently use ? We already have a cron that updates a custom field in Accounts with the space used by each account. Let's say customer A has 5Gig this month, and customer B has 7Gig. Let's say we already have a product called "Giga Byte". Will we be able to use the information in our custom field as the quantity in the invoice ? So we the system would make an invoice for customer A with 5 * "Giga Byte" and another invoice for customer B with 7 * "Giga Byte" Thank you for all the work you guys are doing and for this great CRM. David V. On Thu, Nov 13, 2008 at 3:24 PM, quentusrex wrote: > I think they are both a great idea. For the Recurring Invoice feature, > also add quarterly. I would say that the focus should be on the > recurring invoice feature over the Service Contract feature. > > -William > > On Thu, 2008-11-13 at 23:42 +0530, Sreenivas Kanumuru wrote: > > > > Hi vtigers, > > > > As we mentioned earlier, we will be supporting non-stockable > > (services) and stockable items (physical items) under Inventory > > products module. To take our new love for services further, we will be > > supporting Recurring Invoices and Service Contracts. We see these as > > two different things. Let me explain: > > * Recurring Invoices: Invoices will be created automatically at > > the configured frequency. To support Recurring invoices, we > > plan to add a new section in the Sales Order to capture > > * Start and End period > > * Frequency (yearly, monthly) > > * Service Contracts: Helps track professional and support > > service agreements. Service contracts are done at an item > > level in the Invoice. A Service contract could have the > > following fields. > > * associated with Account > > * Start Date, End Date, Tracking Unit [Hours, Days, > > Incidents], Total Units, Available Units. (ex: our > > Level 2 Support for small client is restricted to 4 > > tickets) > > * is linked to Trouble ticket module. Each trouble > > ticket closed should automatically decrement the > > counter or the available hours. > > * alert the client when limit is getting close. > > * We can provide a button for each service line item in > > an invoice to create a service contract. > > Before moving ahead, we would like to hear from you. > > * Is Service contracts module useful? > > * Do you have any suggestions to improve upon the above defined > > capability in Service Contracts? > > We are wary of the Service Contracts exploding into a major piece of > > work, for example to help with SLA compliance..etc. We would like to > > keep this to a limited scope for now. > > > > Please share your feedback. > > > > thanks, > > Sreenivas > > > > > > > > > > > > > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/c658eaa8/attachment-0001.html From davidv.net at gmail.com Thu Nov 13 16:06:22 2008 From: davidv.net at gmail.com (David V.) Date: Thu, 13 Nov 2008 17:06:22 -0400 Subject: [Vtigercrm-developers] Feature request: One click update, and one click install of new modules In-Reply-To: <1226607570.9728.10.camel@quentusrex-desktop> References: <1226607570.9728.10.camel@quentusrex-desktop> Message-ID: I also vote for this feature. Now that we have customs modules support and an API it should be much easier to auto upgrage Vtiger without destroying every customization made before. David V. On Thu, Nov 13, 2008 at 4:19 PM, quentusrex wrote: > It would be very handy to be able to auto upgrade vtiger from within the > admin panel. The FreePBX software has the ability to do one click > installs based on a php project. > > -William > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081113/93f43788/attachment-0001.html From asha at vtiger.com Thu Nov 13 16:50:55 2008 From: asha at vtiger.com (Asha) Date: Fri, 14 Nov 2008 03:20:55 +0530 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Message-ID: Hi Sreenivas, I am not sure if the following line was by mistake or intended :- To support Recurring invoices, we plan to add a new section in the Sales Order to capture -> Did you really mean that we will capture this information in Sales Order or you actually meant Invoice? On 11/13/08, Sreenivas Kanumuru wrote: > > > Hi vtigers, > > As we mentioned earlier, we will be supporting non-stockable (services) and > stockable items (physical items) under Inventory products module. To take > our new love for services further, we will be supporting Recurring Invoices > and Service Contracts. We see these as two different things. Let me explain: > > > - Recurring Invoices: Invoices will be created automatically at the > configured frequency. To support Recurring invoices, we plan to add a new > section in the Sales Order to capture > - Start and End period > - Frequency (yearly, monthly) > - Service Contracts: Helps track professional and support service > agreements. Service contracts are done at an item level in the Invoice. A > Service contract could have the following fields. > - associated with *Account* > - *Start Date, End Date, Tracking Unit *[Hours, Days, Incidents], *Total > Units, Available Units*. (ex: our Level 2 Support for small client > is restricted to 4 tickets) > - is linked to Trouble ticket module. Each trouble ticket closed > should automatically decrement the counter or the available hours. > - alert the client when limit is getting close. > - We can provide a button for each service line item in an invoice > to create a service contract. > > Before moving ahead, we would like to hear from you. > > - Is Service contracts module useful? > - Do you have any suggestions to improve upon the above defined > capability in Service Contracts? > > We are wary of the Service Contracts exploding into a major piece of work, > for example to help with SLA compliance..etc. We would like to keep this to > a limited scope for now. > > Please share your feedback. > > thanks, > Sreenivas > > > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Regards, Asha vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081114/ef5c4faa/attachment-0001.html From svk at vtiger.com Thu Nov 13 22:56:36 2008 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Fri, 14 Nov 2008 09:26:36 +0530 Subject: [Vtigercrm-developers] Service Contracts In-Reply-To: References: <370368f40811131012g2c3e80b5k2dbe2db69bb9c73f@mail.gmail.com> Message-ID: <370368f40811131956h1592157ei6696e1a53a2166d4@mail.gmail.com> Hi Asha, Based on the feedback, Sales Order seems to be a better place to capture the recurring information for the invoices. For ex, a client could order a service for 5 years, and it will be billed on an annual basis. So the order information will be captured in the Sales Order, and the invoice will be raised annually. -Sreenivas On Fri, Nov 14, 2008 at 3:20 AM, Asha wrote: > Hi Sreenivas, > > I am not sure if the following line was by mistake or intended :- > To support Recurring invoices, we plan to add a new section in the Sales > Order to capture > -> Did you really mean that we will capture this information in Sales Order > or you actually meant Invoice? > > On 11/13/08, Sreenivas Kanumuru wrote: > >> >> Hi vtigers, >> >> As we mentioned earlier, we will be supporting non-stockable (services) >> and stockable items (physical items) under Inventory products module. To >> take our new love for services further, we will be supporting Recurring >> Invoices and Service Contracts. We see these as two different things. Let me >> explain: >> >> - Recurring Invoices: Invoices will be created automatically at the >> configured frequency. To support Recurring invoices, we plan to add a new >> section in the Sales Order to capture >> - Start and End period >> - Frequency (yearly, monthly) >> - Service Contracts: Helps track professional and support service >> agreements. Service contracts are done at an item level in the Invoice. A >> Service contract could have the following fields. >> - associated with *Account* >> - *Start Date, End Date, Tracking Unit *[Hours, Days, Incidents], *Total >> Units, Available Units*. (ex: our Level 2 Support for small client >> is restricted to 4 tickets) >> - is linked to Trouble ticket module. Each trouble ticket closed >> should automatically decrement the counter or the available hours. >> - alert the client when limit is getting close. >> - We can provide a button for each service line item in an invoice >> to create a service contract. >> >> Before moving ahead, we would like to hear from you. >> >> - Is Service contracts module useful? >> - Do you have any suggestions to improve upon the above defined >> capability in Service Contracts? >> >> We are wary of the Service Contracts exploding into a major piece of work, >> for example to help with SLA compliance..etc. We would like to keep this to >> a limited scope for now. >> >> Please share your feedback. >> >> thanks, >> Sreenivas >> >> >> >> >> >> >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> > > > > -- > Regards, > Asha > vtiger Team > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081114/3cecab61/attachment-0001.html From tzenk at gmx.net Fri Nov 14 01:54:38 2008 From: tzenk at gmx.net (Torsten Zenk) Date: Fri, 14 Nov 2008 07:54:38 +0100 Subject: [Vtigercrm-developers] vtiger CRM 5.0.4 Security Patch Release In-Reply-To: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> References: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> Message-ID: <491D20AE.2010606@gmx.net> Hi everybody, be aware that with this security patch you override some modifications made to root files. I just experienced an error after applying the sec patch with the only plugin that i have installed, the vical1.1 plugin. So i don?t know if this is an issue with other plugins. The export .ics file gets printed out within the browser instead of being putted out as a downloadable vtiger-calendar.zip Doing a diff between the involved files showed me that these changes have to be made if you already have the vical plugin installed andf then apply the sceurity patch. The changes have to be made to 1 file out of those who come with vical1.1.zip: ----------------------------------------- in index.php (vTiger 5.04 + vical, no sec patch) these lines are not there anymore in the new index.php after applying the security patch so these code changes have to be made manually: 304 + ereg("^iCalExport",$action) || 331 + ereg("^iCalExport",$action) || 338 - if(ereg("^downloadfile", $action) || ereg("^fieldtypes",$action) || ereg("^mailmergedownloadfile",$action)|| ereg("^get_img",$action)) 338 + if(ereg("^iCalExport", $action) || ereg("^downloadfile", $action) || ereg("^fieldtypes",$action) || ereg("^mailmergedownloadfile",$action)|| ereg("^get_img",$action)) ---------------------------------------- I guess this procedure has to be done with every single plugin that was added BEFORE the security patch? Is there something like a "general" way to apply vTiger ROOT patches (like this one) without destroying the plugin modifications or is the only way to apply the patch to do the manual changes on every single file that was realesed with the sec patch? Best Regards Torsten Zenk Prasad schrieb: > Dear vtigers, > > We have released a security patch for 5.0.4 that fixes the following > security issues along with some critical bugs reported by the community. > > More details can be found in the release notes [VtigerCRM 5.0.4 > SecurityPatch_ReleaseNotes > ]. > > Security Issues:- > 1. Local File Disclosure > 2. Cross-Site Scripting > 3. SQL injection Vulnerability > 4. Arbitrary File Upload > > Trac Tickets:- > #5235 : Patch Apply: > Timeout settings need change > #5255 : Cannot import > more than 500 records > #5307: Campaign > Related info getting lost > #5298 : File attachment > download gets corrupted > #5294 : Organization > image upload issue > # 5231: > Webmail qualify issue > # 5268: > Homepage dashboard link showing incorrect data in list view > #4847 : Problem in > selecting users/groups/profiles from the roles and groups edit view > #5393 : Not able to > delete default profiles/roles/users > > We thank vtiger community for their support to detect the issues and help us > resolve it. Special thanks to Mark Piper, Fabian Fingerele, and Different > Solutions. > > *Patch Download:* > The 5.0.4 Security patch download is available here: [ > VtigerCRM5.0.4_SecurityPatch > ] > > *NOTE:* You will need to unpack the zip into your vtiger CRM folder. We > recommend you to take a backup of your directory first before you unpack the > patch. > Regards, > Prasad > vtiger Team > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20081114/14657e03/attachment-0001.html From asha at vtiger.com Fri Nov 14 02:28:30 2008 From: asha at vtiger.com (Asha) Date: Fri, 14 Nov 2008 12:58:30 +0530 Subject: [Vtigercrm-developers] vtiger CRM 5.0.4 Security Patch Release In-Reply-To: <491D20AE.2010606@gmx.net> References: <39d18b250811130738oc01332ei6b33c4ff8d77a5aa@mail.gmail.com> <491D20AE.2010606@gmx.net> Message-ID: Hi All, Those who are doing code modifications or applying other patches on 5.0.4, may face problem when they directly unzip the patch. Please refer to the following link, which will give you the diff of the changes required for security patch: http://trac.vtiger.com/cgi-bin/trac.cgi/changeset?old_path=vtigercrm%2Fbranches%2F5.1&old=12169&new_path=vtigercrm%2Fbranches%2F5.1&new=12170 You can download the diff from there and apply the diff on your source. On 11/14/08, Torsten Zenk wrote: > > Hi everybody, > be aware that with this security patch you override some modifications made > to root files. I just experienced an error after applying the sec patch > with the only plugin that i have installed, the vical1.1 plugin. > So i don?t know if this is an issue with other plugins. > The export .ics file gets printed out within the browser instead of being > putted out as a downloadable vtiger-calendar.zip > Doing a diff between the involved files showed me that these changes have > to be made if you already have the vical plugin installed andf then apply > the sceurity patch. > The changes have to be made to 1 file out of those who come with > vical1.1.zip: > > ----------------------------------------- > in index.php (vTiger 5.04 + vical, no sec patch) these lines are not there > anymore in the new index.php after applying the security patch so these code > changes have to be made manually: > > 304 + ereg("^iCalExport",$action) || > 331 + ereg("^iCalExport",$action) || > 338 - if(ereg("^downloadfile", $action) || ereg("^fieldtypes",$action) > || ereg("^mailmergedownloadfile",$action)|| ereg("^get_img",$action)) > 338 + if(ereg("^iCalExport", $action) || ereg("^downloadfile", $action) > || ereg("^fieldtypes",$action) || ereg("^mailmergedownloadfile",$action)|| > ereg("^get_img",$action)) > > ---------------------------------------- > > I guess this procedure has to be done with every single plugin that was > added BEFORE the security patch? > > Is there something like a "general" way to apply vTiger ROOT patches (like > this one) without destroying the plugin modifications or is the only way to > apply the patch to do the manual changes on every single file that was > realesed with the sec patch? > > Best Regards > Torsten Zenk > > > > Prasad schrieb: > > Dear vtigers, > > We have released a security patch for 5.0.4 that fixes the following > security issues along with some critical bugs reported by the community. > > More details can be found in the release notes [VtigerCRM 5.0.4 > SecurityPatch_ReleaseNotes > ]. > > Security Issues:- > 1. Local File Disclosure > 2. Cross-Site Scripting > 3. SQL injection Vulnerability > 4. Arbitrary File Upload > > Trac Tickets:- > #5235 : Patch Apply: > Timeout settings need change > #5255 : Cannot import > more than 500 records > #5307: Campaign > Related info getting lost > #5298 : File attachment > download gets corrupted > #5294 : Organization > image upload issue > # 5231 : > Webmail qualify issue > #