Re: Forms

Hello Robert,

Sorry for inconvenience caused!

We will update you as soon as issue of fetching default values are
resolved. I have added this issue in our support ticket list.

You can mentioned default cash or bank account for company in company
master. Go to setup >> company. Select default cash / bank account for
your company there. It shall get fetched in JV.

Thanks and regards,
Umair Sayyed

On Feb 2, 6:00 am, robert be...@gmail.com wrote:

Hi,

Getting frustrated. From Purchase Invoice I link to next screen by
clicking “make payment entry”

I have finalize the table “Add/Edit GL Entries”.

Now I have been trying for hours to 1) Set the Cost Centre to the
default I using everywhere. So in the field default I entered the name
of my default CC “Default CC Ledger - DLI”.
Does nor work consistently.
Also on the second line I have to select an account head. If have to
scroll to all my account heads (including all customers) and I tried
to constraint this by defining to accounts only: Cash or Bank.
Sometimes it works, some times not.

Do not know where or why it goes wrong

rgds Robert

I just checked, but the bank account is already defined under company
set-up and not fetched into JV!!!

Umair, this is a serious bug preventing any form of customization, and
thus making the system more friendly for fast data entry by reducing
the number of options to be filled.

I cannot look into your bug-base but this seems to me a priority one!!
Defining/customizing the tables seems to me an absolute core
functionality!! an absolute must.
Is this issue only observable in my system, or do all clients of
ERPNext have problems with this??

rgds Robert

On Feb 2, 6:09 am, Umair Sayyed um...@iwebnotes.com wrote:

Hello Robert,

Sorry for inconvenience caused!

We will update you as soon as issue of fetching default values are
resolved. I have added this issue in our support ticket list.

You can mentioned default cash or bank account for company in company
master. Go to setup >> company. Select default cash / bank account for
your company there. It shall get fetched in JV.

Thanks and regards,
Umair Sayyed

On Feb 2, 6:00 am, robert be...@gmail.com wrote:

Hi,

Getting frustrated. From Purchase Invoice I link to next screen by
clicking “make payment entry”

I have finalize the table “Add/Edit GL Entries”.

Now I have been trying for hours to 1) Set the Cost Centre to the
default I using everywhere. So in the field default I entered the name
of my default CC “Default CC Ledger - DLI”.
Does nor work consistently.
Also on the second line I have to select an account head. If have to
scroll to all my account heads (including all customers) and I tried
to constraint this by defining to accounts only: Cash or Bank.
Sometimes it works, some times not.

Do not know where or why it goes wrong

rgds Robert

Hi Robert,

We regret the inconvenience caused!

As informed earlier, i have added the ticket in the system for resolution of fetching related issue. Please forward issues related to your account on our private email id’s. Message posted on google forum is also forwarded to other members in group.


We shall update you once these fetching related issues are fixed.

Thanks and regards,
Umair Sayyed

On Thu, Feb 2, 2012 at 1:39 PM, robert <be…@gmail.com> wrote:
I just checked, but the bank account is already defined under company
set-up and not fetched into JV!!!

Umair, this is a serious bug preventing any form of customization, and
thus making the system more friendly for fast data entry by reducing
the number of options to be filled.

I cannot look into your bug-base but this seems to me a priority one!!
Defining/customizing the tables seems to me an absolute core
functionality!! an absolute must.
Is this issue only observable in my system, or do all clients of
ERPNext have problems with this??

rgds Robert


On Feb 2, 6:09 am, Umair Sayyed <um...@iwebnotes.com> wrote:
> Hello Robert,
>
> Sorry for inconvenience caused!
>
> We will update you as soon as issue of fetching default values are
> resolved. I have added this issue in our support ticket list.
>
> You can mentioned default cash or bank account for company in company
> master. Go to setup >> company. Select default cash / bank account for
> your company there. It shall get fetched in JV.
>
> Thanks and regards,
> Umair Sayyed
>
> On Feb 2, 6:00 am, robert <be...@gmail.com> wrote:
>
>
>
>
>
>
>
> > Hi,
>
> > Getting frustrated. From Purchase Invoice I link to next screen by
> > clicking "make payment entry"
>
> > I have finalize the table "Add/Edit GL Entries".
>
> > Now I have been trying for hours to 1) Set the Cost Centre to the
> > default I using everywhere. So in the field default I entered the name
> > of my default CC "Default CC Ledger - DLI".
> > Does nor work consistently.
> > Also on the second line I have to select an account head. If have to
> > scroll to all my account heads (including all customers) and I tried
> > to constraint this by defining to accounts only: Cash or Bank.
> > Sometimes it works, some times not.
>
> > Do not know where or why it goes wrong
>
> > rgds Robert



--
Thanks and Regards,
Umair Sayyed
www.erpnext.com

---- ERPNext - World's most affordable ERP ----

Hi Robert,

Just looked into you mails,

There is no bug in the system. Your suggestion though that when you select your JV as a bank voucher, an additional row with a default bank account should get automatically selected is welcome and we can do it (same will be true when you make a payment from an Invoice). I have put that on top priority so you should see it soon.

Thanks for your suggestions.

best,
Rushabh


---------------------------------------------------------
ERPNext - World's most affordable ERP.

W: https://erpnext.com
T: @rushabh_mehta

On 02-Feb-2012, at 1:39 PM, robert wrote:

I just checked, but the bank account is already defined under company
set-up and not fetched into JV!!!

Umair, this is a serious bug preventing any form of customization, and
thus making the system more friendly for fast data entry by reducing
the number of options to be filled.

I cannot look into your bug-base but this seems to me a priority one!!
Defining/customizing the tables seems to me an absolute core
functionality!! an absolute must.
Is this issue only observable in my system, or do all clients of
ERPNext have problems with this??

rgds  Robert


On Feb 2, 6:09 am, Umair Sayyed <um...@iwebnotes.com> wrote:
Hello Robert,

Sorry for inconvenience caused!

We will update you as soon as issue of fetching default values are
resolved. I have added this issue in our support ticket list.

You can mentioned default cash or bank account for company in company
master. Go to setup >> company. Select default cash / bank account for
your company there. It shall get fetched in JV.

Thanks and regards,
Umair Sayyed

On Feb 2, 6:00 am, robert <be...@gmail.com> wrote:







Hi,

Getting frustrated. From Purchase Invoice I link to next screen by
clicking "make payment entry"

I have finalize the table "Add/Edit GL Entries".

Now I have been trying for hours to 1) Set the Cost Centre to the
default I using everywhere. So in the field default I entered the name
of my default CC "Default CC Ledger - DLI".
Does nor work consistently.
Also on the second line I have to select an account head. If have to
scroll to all my account heads (including all customers) and I tried
to constraint this by defining to accounts only: Cash or Bank.
Sometimes it works, some times not.

Do not know where or why it goes wrong

rgds Robert

Hi Robert,


Please note the following:
1. When you do a change in customize form view, like setting a default for "Journal Voucher Detail" column like "Cost Center", after saving, please always go to tools > clear cache and then do a browser refresh. Only then do your changes take effect.
2. On creation of Journal Voucher via a Payment Invoice, a Cost Center is not required to be specified.

Thanks for your suggestions regarding creation of a default record in a Journal Voucher on selecting type as Bank Voucher.

I have made the necessary changes.
1. On creation of JV via Purchase Invoice / Sales Invoice, the default bank account of a company will be fetched as account in the 2nd row of Journal Voucher Details table.
2. On creation of a new JV, upon selecting type as Bank Voucher, a new child record of Journal Voucher Detail will be created having account as the default bank account of the default company.
3. Also, now you will be able to search for an account using account type. (see drop down menu in search dialog)

I hope this helps.

Thanks,
Anand.


On Thu, Feb 2, 2012 at 2:27 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Hi Robert,

Just looked into you mails,

There is no bug in the system. Your suggestion though that when you select your JV as a bank voucher, an additional row with a default bank account should get automatically selected is welcome and we can do it (same will be true when you make a payment from an Invoice). I have put that on top priority so you should see it soon.

Thanks for your suggestions.

best,
Rushabh


---------------------------------------------------------
ERPNext - World's most affordable ERP.

W: https://erpnext.com
T: @rushabh_mehta

On 02-Feb-2012, at 1:39 PM, robert wrote:

I just checked, but the bank account is already defined under company
set-up and not fetched into JV!!!

Umair, this is a serious bug preventing any form of customization, and
thus making the system more friendly for fast data entry by reducing
the number of options to be filled.

I cannot look into your bug-base but this seems to me a priority one!!
Defining/customizing the tables seems to me an absolute core
functionality!! an absolute must.
Is this issue only observable in my system, or do all clients of
ERPNext have problems with this??

rgds Robert


On Feb 2, 6:09 am, Umair Sayyed <um...@iwebnotes.com> wrote:
Hello Robert,

Sorry for inconvenience caused!

We will update you as soon as issue of fetching default values are
resolved. I have added this issue in our support ticket list.

You can mentioned default cash or bank account for company in company
master. Go to setup >> company. Select default cash / bank account for
your company there. It shall get fetched in JV.

Thanks and regards,
Umair Sayyed

On Feb 2, 6:00 am, robert <be...@gmail.com> wrote:







Hi,

Getting frustrated. From Purchase Invoice I link to next screen by
clicking "make payment entry"

I have finalize the table "Add/Edit GL Entries".

Now I have been trying for hours to 1) Set the Cost Centre to the
default I using everywhere. So in the field default I entered the name
of my default CC "Default CC Ledger - DLI".
Does nor work consistently.
Also on the second line I have to select an account head. If have to
scroll to all my account heads (including all customers) and I tried
to constraint this by defining to accounts only: Cash or Bank.
Sometimes it works, some times not.

Do not know where or why it goes wrong

rgds Robert