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<p>Hi Alan,</p>
<p>we did it for one our customer and it really showed advantages of
such a solution. It was in already heavily modified system with
lots of new modules, many of them using either Accounts or Vendors
od both (especially special reporting tools), so it took a while,
but basically it is possible to do. And in standard vtiger it
should be much faster then it took us :) <br>
</p>
<div class="moz-signature"><i>Best Regards / mit freundlichen
Grüssen<br>
Martin Jurčišin<br>
IT-Solutions4You s.r.o.</i><br>
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<div class="moz-cite-prefix">Dňa 9. 8. 2022 o 10:43 Alan Lord
napísal(a):<br>
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<blockquote type="cite" cite="mid:tct6na$gin$1@ciao.gmane.io">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.
<br>
<br>
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.
<br>
<br>
In this system, the equivalent of the Organisation record has two
checkboxes:
<br>
<br>
* Customer
<br>
* Supplier
<br>
<br>
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.
<br>
<br>
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.
<br>
<br>
Has anyone "fixed" vtiger to work more like this?
<br>
<br>
Thanks in advance
<br>
<br>
Al
<br>
<br>
_______________________________________________
<br>
<a class="moz-txt-link-freetext" href="http://www.vtiger.com/">http://www.vtiger.com/</a>
<br>
</blockquote>
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