I am also curious about this. Would projects be a better fit than departments?
Best Wishes,
Chris Travers
On 3/17/07, Geoff Wright <[EMAIL PROTECTED]> wrote:
> Hi Roy,
>
> No worries about the name, I think that G throws people off ... you
> are not the first, and probably not the last!
>
> It sounds like your setup is similar to ours ... thanks for sharing.
> I am curious about your comment that each of the races was set up as
> separate departments. I was wondering what to do here... we
> generally hold 5 races each year. At the Board level, all races are
> overseen by one director, the "Competitive Events" Director (although
> there are many volunteers that help out at each race). So, I was
> thinking of having one department for all "Competitive Events".
>
> In fact, (and again I am just getting my feet wet here so bare with
> me), my initial thought was that I would set up a separate
> "department" for each core group of activities that the club is
> involved in. For example, falling out of the structure of the Board
> of Directors, we have:
>
> 1. "Racing Program" Director
> 2. "Learn to Ski Program" Director
> 3. "Competitive Events" Director
> 4. "Facilities" Director
> 5. "Safety" Director
> 6. "Social Events" Director
>
> Then, there is a president, secretary and treasurer.
>
> So, coming back to my question, what makes sense here? I can see the
> appeal of having each race as a separate department ... but it would
> also seem to make sense that there is a tie-in back to board from an
> accountability perspective. Roy, what does the structure of your
> club look like? Is there a board? How are the responsibilities split up?
>
> I think that putting the case-study together would make a lot of
> sense and would answer a lot of questions for those just starting to
> learn. I also think that this could be a real coup for ledgerSMB
> from the perspective of bringing all sorts of non-profits onboard.
> There is a definite need for an inexpensive, cross-platform, multi-
> user accounting application for non-profits.
>
> Roy - a few other questions about your club.
>
> 1. How big is your club?
> 2. Do you have online registration for membership? for the races?
> 3. Any employees?
> 4. Do you have any equipment? or buildings?
> 5. Do you have any loans? or mortgages?
> 6. Do members of your club go out and buy things, and then need to be
> reimbursed? (Our club operates like this. For example, say an
> instructor for one of the classes needs some pylons for his class, he
> will just go out and buy them and then submit an expense to the club.)
>
> Anyways, it is good to meet you and I think that we should sit down
> and start talking about how we want to structure the case study. I
> don't know how well you know anyone here but they seem like a nice
> bunch, so let's get some direction from the core developers about how
> they would like to see the documentation. (I would like to write this
> up so that I can eventually get someone to take this job over from me
> with little or no interruption...)
>
> By the way, do people mind if we have this discussion here -- or
> should Roy and I do this bilaterally?
>
> Geoff
>
>
>
>
>
> On 17-Mar-07, at 4:33 PM, Roy Nicholl wrote:
>
> > Greg,
> > I have been using SQL-Ledger (transitioning to LedgerSMB) to look
> > after the books of a local running club + it's two major races (set
> > up as separate departments), over the past several years.
> >
> > Similar to your programme of ski lessons, we offer an annual slate
> > of running clinics. We also have three classes of general membership
> > (plus we allow folks to purchase multi-year memberships). For our
> > family memberships, we only register one customer - the parent who
> > purchased the membership. If any of the family members signup for a
> > clinic (or purchase club gear), then they will become a customer at
> > that time.
> >
> > We have setup out memberships and clinics as "services" - though this
> > year our marathon clinic has been set-up as an assembly which
> > includes a club membership (service) and a technical running
> > 'T' {itself an assembly of the shirt + the vendor service of
> > screening a logo upon it}.
> >
> > Likewise, Race entry fees have been "services" in the past, but this
> > year I am planning on using an "assembly" which will include the race
> > schwag (a shirt) and the pre-race pasta dinner.
> >
> > If I can be of more help, let me know ... I would also be interested
> > in assisting with your 'case-study' so that the documentation would
> > contain a non-profit example.
> >
> > Roy
> >
> >
> > On 17-Mar-2007, at 16:31, Geoff Wright wrote:
> >> A typical transaction for the club:
> >>
> >> There is a family of four (Mom, Dad, Son, Daughter). The family
> >> purchases a "Family" membership ($100). The family also purchases
> >> "Bunnyrabbit" classes for Son ($30) and "Jackrabbit" classes for
> >> Daughter ($40). Mom joins the "Masters" program ($50).
> >>
> >> What is the correct way of setting this transaction up?
> >>
> >> 1. Add customer - should I add each member of the family separately
> >> or should I enter it as one single family unit? We tend to think
> >> about a family as one unit because the parents often pay for their
> >> children. There can also be multiple transactions over the course of
> >> the year as a child could be involved in other activities from time
> >> to time.
> >>
> >> 3. What are our products? The memberships and classes are our
> >> "products". Should I set these up as "Services" in ledgerSMB?
> >>
> >>
> >> Thanks in advance. Would there be interest if I wrote this up as a
> >> "Case Study" to be included in the documentation? Perhaps as a
> >> complement to the example, "Retail with Light Manufacturing".
> >>
> >> (I realize that this request is going above and beyond the call and
> >> would be interested in hiring a consultant to help us set up our
> >> accounts and processes correctly ... if the price is not too high = ~
> >> $200. Please contact me if you have the time to help us out.)
> >>
> >> Cheers. And I just want to say that you have all done an amazing job
> >> on this program (as have the folks over at sql-ledger prior to the
> >> port)! I trully respect the job that you have done so far!
> >>
> >> Geoff
> >>
> >>
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