On Mon, Oct 21, 2002 at 10:30:50AM -0700, Rob Walker wrote: > > I have two questions. > > 1. How do you clear out all transactions in a dataset? We have > randomly clicked around in our SL install so much that we are up over > 1100 in both vendor invoices and AP stuffs. But we have only really one > vendor invoice input! We would like to clear out all invoices, orders, > POs, and start over at 1000.
It's probably better just to go into admin.pl and create another dataset. You might as well create two. I have one for the production data -- and one where I fool around to 'practice'. You use two different logins. I named the experimental one "devel", by way of example. > Under the first purchasing scenario, we do the following steps: > > 1. Order Entry, Add Purchase Order. > This ensures that we have a vendor set up for who we are > purchasing from, and that we have part numbers for each > of the parts we are purchasing. > 2. Inventory, Merchandise Received. > We then fill out the "Add Vendor Invoice" form, showing > that we received parts which were on the earlier PO. > (We are confused that we cannot simply fill in the > "Order Number" field, hit "Update Form", and have it come > up with our previous PO.) We say what has come in on > the invoice, which is basically dropping hard drives off > that we bought at Hardly Normals. What Invoice Number should > we use here? There isn't really an invoice from any vendor, > since we just bought the stuff. THAT is a neat idea! But anyways, what you do is you go search for the Purchase Order, and you bring it up for editing. On the bottom of the screen, there will be additional buttons. One of them says "Create Invoice". That allows you to create an invoice out of the PO. You can modify the invoice independently of the PO. When you post the Invoice, SL will ask you if you want to keep that PO. If this is a recurring expense, then you might as well keep it. > The other scenario is a little more complicated, at least it is > confusing to us. We don't always have our company check book with us, > nor do we have our corporate credit cards, or whatever. So we buy > something with our own credit cards or our own cash. Then we fill out > an expense report, and get reimbursed from the company. I'm not too sure about that -- my textbook lists some things about using petty cash. You should be able to select that (if not, there some tweaking to do in the Chart of Accounts). It just reminds me that accounting is a way of recording information; I don't know how useful it is to record the information that Employee X purchases part Y with his own cash. Actually, I don't even know how reimbursements get recorded -- so forget this last paragraph. -- -Qaexl- http://www.next-horizons.com/qaexl/
