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Gene extension

About

This extension provides Purchase Order abilities in Simple Invoices to suit the requested workflow

Main features

  1. Ability to adjust the the price and cost of a product during invoice creation/editing
    1. some funky ajax to load the cost/price into editable input box per line item based on drop down list product selection
  2. etc.. (Justin to write more stuff here)

Status

This extension is currently work in progress

Notes

SQL

There are modifications required to the Simple Invoices database for this extension to work

They are detailed in ./extensions/gene/install/sql.php

Config

You need to edit ./config/config.php and enable the gene extension, refer how_to_enable_an_extension for how to do this

Simple Invoices settings

Invoice Preference

Invoice preference with the ID of 5 (which by default is Quotes) to be edited to be the Purchase Order invoice preference

When you create a new Invoice it will default to Invoice Preference of ID = 1

When you create a new Purchase Order it will default to Invoice Preference of ID = 5

this is required so various pages display the correctly setting for POs and Invoices

Products

Edit the products in your database to include a Unit Cost, if you don;t when you create a new PO and select a product nothing will auto populate in the unit cost box

Custom Fields

Invoices

Edit Custom Fields and set the custom field 1 for Invoices to be Shipping. This stores the shiping cost in the si_invoices table against the invoice and is used to calc the loaded unit cost (si_invoice_items.unit_load_cost)

Edit Custom Fields and set the custom field 1 for Invoices to be PO Received.

Customers

Edit Custom Fields and set the custom field 1 for Customers to be 'Customer or Vendor'.

General

This is only available in the nextrelease branch in svn as at 25th March 2008

Who

This extension was developed by Justin Kelly of SixHQ for Gene from UDS

License

This extension is released under the GNU GPL v3

 
 | wiki/gene_extensions.txt · Last modified: 2016/10/11 06:15 (external edit)