<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto">Hi Alan I would suggest to take a look at corebos and yetiforce payments implementations to bring them in a custom module in vtiger. All the best <br><br><div dir="ltr"><span style="border-collapse: separate; "><div style="word-wrap: break-word; "><span style="border-collapse: separate; "><div style="word-wrap: break-word; "><span style="border-collapse: separate; "><div style="word-wrap: break-word; "><span style="border-collapse: separate; "><span style="border-collapse: separate; "><span style="border-collapse: separate; "><span style="border-collapse: separate; "><span style="border-collapse: separate; "><span style="border-collapse: separate; "><span style="border-collapse: separate; "><span style="border-collapse: separate; "><span style="border-collapse: separate; "><span style="border-collapse: separate; "><span style="border-collapse: separate; "><div style="word-wrap: break-word; "><span style="border-collapse: separate; "><div style="word-wrap: break-word; "><span style="border-collapse: separate; "><div style="word-wrap: break-word; "><span style="border-collapse: separate; "><div style="word-wrap: break-word; "><span style="border-collapse: separate; "><div style="background-color: rgba(255, 255, 255, 0); word-wrap: break-word; "><div class="ApplePlainTextBody" style="font-family: Helvetica; font-size: 14px; -webkit-text-size-adjust: auto;">_______________<br><br>Angelo Paglialonga<br>Consulente per soluzioni CRM ad alto ROI.<br><br>Telefono: 3386077866<br>Web: https://www.angelopaglialonga.com</div><div class="ApplePlainTextBody" style="font-family: Helvetica; font-size: 14px; -webkit-text-size-adjust: auto;"><br></div></div></span></div></span></div></span></div></span></div></span></span></span></span></span></span></span></span></span></span></span></div></span></div></span></div></span></div><div dir="ltr"><br><blockquote type="cite">Il giorno 9 ago 2022, alle ore 11:12, Alan Lord <alanslists@gmail.com> ha scritto:<br><br></blockquote></div><blockquote type="cite"><div dir="ltr"><span>On 09/08/2022 09:58, Joe Bordes wrote:</span><br><blockquote type="cite"><span>move the "money" to the payment module and do the balance there</span><br></blockquote><span></span><br><span>That's a good idea. I have created a few payments modules in the past for customers.</span><br><span></span><br><span>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...</span><br><span></span><br><span>Thanks</span><br><span></span><br><span>Al</span><br><span></span><br><blockquote type="cite"><span>On 9/8/22 10:43, Alan Lord wrote:</span><br></blockquote><blockquote type="cite"><blockquote type="cite"><span>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.</span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span></span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span>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.</span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span></span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span>In this system, the equivalent of the Organisation record has two checkboxes:</span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span></span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span>* Customer</span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span>* Supplier</span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span></span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span>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.</span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span></span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span>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.</span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span></span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span>Has anyone "fixed" vtiger to work more like this?</span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span></span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span>Thanks in advance</span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span></span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span>Al</span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span></span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span>_______________________________________________</span><br></blockquote></blockquote><blockquote type="cite"><blockquote type="cite"><span>http://www.vtiger.com/</span><br></blockquote></blockquote><span></span><br><span></span><br><span>_______________________________________________</span><br><span>http://www.vtiger.com/</span><br></div></blockquote></body></html>