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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Linas Vepstas 2000-09-11 23:27:42 +00:00
parent daa3292b48
commit c25f7cb521

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