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invoicing and order entry iupdates
git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@2827 57a11ea4-9604-0410-9ed3-97b8803252fd
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@ -2389,9 +2389,12 @@ Password:
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<dt><a name="arap"><b>Accounts Payable, Receivable</b></a></dt>
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<dd>Add features to track sales receipts and other pending
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sources of income, as well as owed sums. It must be possible
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to match invoices to payments. It must be possible to
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track the average age of an amount-due/amount-owed.
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sources of income, as well as owed sums.
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<ul>
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<li>Automatic matchin of invoices to payments.
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<li>Account aging: show (average) age of ammount-due/amount-owed.
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<li>Prepare sales statics report by customer.
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</ul>
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<p></p>
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</dd>
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@ -2410,15 +2413,16 @@ Password:
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<dt><a name="invoice"><b>Invoicing</b></a></dt>
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<dd>Invoicing. Several components:
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<dd>Invoicing. Note that invoicing and order entry are
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closely related.
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Several components:
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<ul>
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<li>Record an invoice. Assign it a serial number. Be able
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to reprint/report based on invoice serial number.
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<li>Invoice associates customer name to set of transactions.
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Need to deal with PIM issue. I.e. need to integrate
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with high-function PIM or CRM interface.
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<li>Issuing an invoice should impact inventory, and
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an A/R account.
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<li>Allow historical browsing of invoices customer by customer.
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<li>To visually design an invoice, need to have a
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mini-word-processor/simple drawing plug-in. Is
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Abisource/Abiword a candidate? Probably needs bonobo...
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@ -2429,12 +2433,27 @@ Password:
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<dd>
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Mini-GUI allowing users to type in orders.
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<ul>
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<li>Should interface to parts/inventory database to confirm
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item availability, (maybe recommend additional production)?
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inventory should be updated after order placement.
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<li>Automatically update accounts receivable.
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<li>Allow order revision/update (esp. as partial orders are shipped).
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<li>Orders can be invoiced when entered (simple invoicing), or
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placed on account (double invoicing).
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<li>Allow back-orders to be printed customer-by-customer, or by
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product/item.
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<li>Allow printing of packing slip.
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</ul>
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<p></p>
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</dd>
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<dt><a name="estimate"><b>Job Costing</b></a></dt>
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<dd>Ability to prepare and track estimates.
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<ul>
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<li>Allow estimate/bid to be converted to a firm order & get invoiced.
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</ul>
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<p></p>
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</dd>
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