Anahita Goljahani created OFBIZ-5559:
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Summary: Usability improvement for management of manual Gl
transactions
Key: OFBIZ-5559
URL: https://issues.apache.org/jira/browse/OFBIZ-5559
Project: OFBiz
Issue Type: Improvement
Components: accounting
Affects Versions: SVN trunk
Reporter: Anahita Goljahani
Priority: Minor
I have recently tried to use OFBiz to manually enter GL transactions from the
UI. I found some usability issues that I have fixed in the attached patch. The
patch contains some basic modifications that render the manual management of
transactions more user-friendly.
The main modifications are as follows.
1. In Applications -> Accounting -> Global GL Settings -> CHART OF ACCOUNTS ->
NAVIGATE ACCOUNTS:
- the patch visualizes the "Account Code" instead of the "Gl Account Id" next
to the nodes of the tree in the "Navigate Accounts" form. The reason is that
the "Account Code" is typically defined and used by accountants, whereas the
"Gl Account Id" is an internal key. This is also in line with other screens in
the OFBiz Accounting application;
- the patch renders the "Gl Account Id" field not editable and leaves to the
software the task of generating a unique Id for the account;
- the patch adds the default value "Not Applicable" for "Gl Account Type Id"
and "Gl Resource Type Id" in the "Edit GL Account" form. The reason is that the
setting of "Gl Account Type Id" is not influential when accounting
transactions are manually inserted and "Gl Resource Type Id" is not
applicable in some of the transactions.
2. In Applications -> Accounting ->Organization GL Settings -> ACCOUNTING (of
any organization)-> ACCOUNTING TRANSACTIONS the patch adds the DESCRIPTION
field to the list of transactions that is displayed when the "Search" button is
pressed in the "Accounting Transactions" form. It helps to quickly understand
what the transactions in the list are about.
3. In Applications -> Accounting ->Organization GL Settings -> ACCOUNTING (of
any organization)-> ACCOUNTING TRANSACTIONS -> "Create an Accounting
Transaction" button, the patch adds the default value "Not Applicable" to the
field "Acctg Trans Type". The reason is that the value of "Acctg Trans Type" is
not influential when transactions are entered manually. Moreover, when the
button "Create" is pressed in the "Create an Accounting Transaction", the
"Description" of the transaction is no more automatically copied in the
"Description" field of the form "Add Transaction Entry". The reason is that
repeating by default the transaction's description in every entry is redundant
and not very useful. Entries' "Description" should be used to insert additional
information.
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