[Vtigercrm-developers] What is the purpose of a Vendor???

[Alan Lord]

On 09/08/2022 09:58, Joe Bordes wrote:
> move the "money" to the payment module and do the balance there

That's a good idea. I have created a few payments modules in the past 
for customers.

If I've thought your suggestion through right, by including some kind of 
a "direction" attribute in a Payment record, that would be virtually all 
that would be needed...

Thanks

Al

> 
> 
> On 9/8/22 10:43, Alan Lord wrote:
>> I'm looking at moving my own business data from an old ERP system into 
>> vtiger (it's *really* old and unmaintainable any more). And my needs 
>> are pretty straightforward.
>>
>> This old ERP system does have a proper accounting backend and as such 
>> you record both invoices that you send to your customers and also 
>> invoices that you receive from your own suppliers.
>>
>> In this system, the equivalent of the Organisation record has two 
>> checkboxes:
>>
>> * Customer
>> * Supplier
>>
>> You can check both, one or none of these checkboxes which basically 
>> covers all the bases in terms of businesses you might have a 
>> relationship with.
>>
>> Then Customer and Supplier Invoices are _essentially_ the same records 
>> but with an internal "flag" to indicate the direction of the money 
>> flow. It then makes it fairly easy to work out your balance sheet by 
>> comparing invoices in to invoices out.
>>
>> Has anyone "fixed" vtiger to work more like this?
>>
>> Thanks in advance
>>
>> Al
>>
>> _______________________________________________
>> http://www.vtiger.com/
>