Adilas.biz Developer's Notebook Report - 6/1/2012 to 6/30/2012 - (29)
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Time Id | Color | Title/Caption | Start Date | Notes | |
AU 830 | Daily Tasks | 6/1/2012 |
• New logo for the play site for a company. • Watching videos that Steve has made. |
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Adi 358 | PO's - Catch PDF Invoice and Convert | 6/2/2012 | Vendors are starting to send invoices in the PDF format along with the printed copy. Be really cool to 'accept' the PDF in the system as a PO to that vendor. Save lots of steps and lots of mistakes. | |||
Adi 359 | PO's & Special Line Items - Income Statement Line Items | 6/2/2012 |
Lots of mistakes on the Balance Sheet start with improper handling of freight and discounts. If we tie the PO's to the income statement (currently tied to inventory (B.S.) only) we could resolve the challenges and allow Balance Sheet flow. There are more ideas on element of time # 397 dealing with this same issue. |
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AU 831 | Daily Tasks | 6/2/2012 |
• Emails and tech support. • Had to fix a couple of PO’s from the backend and added a small error message in case a user was trying to use a voided PO in the update inventory count process. |
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AU 832 | Daily Tasks | 6/4/2012 |
• Emails and tech support. • Custom data import for a company. Vendors and parts. • On the phone with Steve going over our game plan. He said he has over 75 videos up on YouTube. • Posted and uploaded the vendors for the company. |
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AU 2248 | Notes - Use Technology, Business to Business Interactions, Worlds & eCommerce | 6/4/2012 |
Use technology - Mall, social media, community, system, B2B, “adilas world” - adilasworld.biz - adilasworld.com World building or business world building Business to business transactions - Training business to business – buy and sell from corp to corp - “Game”, “Game mode” interface Worlds eCommerce flow: invoice checkout procedure Assuming that we already have a customer signed in and/or added to the database. - This page could query the database and check for any other additional contacts that have the word “shipping” or “ship” in the contact type. Show the main address, any other options or allow them to add a new address. (Select from a list provided) (add a new address) - This page will act as the final review and the payment page. Once submitted, the invoice will be final and the info submitted to the database. So, on shipping… what about same as billing address option - On shipping, we need to validate that a valid address exists. The only requirements are a name and a zip code. We need to check for a city, state, and address as well. (Layout: See scans in photo gallery for 6/4/12) |
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AU 833 | Daily Tasks | 6/5/2012 |
• Emails and tech support. • New logo for a company. • Working on cleaning up the parts migration data for company from previous day. Lots of find and replace between text categories and vendors and new adilas id numbers. • On the phone with Steve going over lots of things. One of them was an unknown hole in the balance sheet. The problem was dealing with cost of goods sold on transitional invoices. We also talked a lot about future balance sheet projects and where we need to go. Lots of theory and ideas. We also talked about mapping things out and helping people follow the logic. We need to increase sales. |
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AU 849 | Daily Ideas | 6/5/2012 |
-On the vendor search, we may need a flag for active or inactive. This is the general search. Also, do we allow new PO’s and E/R’s if set to inactive? -Transitional invoices – we don’t show cost of goods on the balance sheet. This is a known hole – missing the liability portion. -Eventually – we will need a report that shows items on order, on hand or current quantity and items promised. It then needs to total all pieces to give an overall look. Before we do this, we need the transitional PO or order side of things. |
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AU 834 | Daily Tasks | 6/6/2012 |
• Migrating parts inventory and customers for a company. • Finished up the migration and sent an email update and an invoice. |
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AU 835 | Daily Tasks | 6/7/2012 |
• Working on the cost of goods sold hole for transition invoices. Fixed what I though was the hole but that opened up another hole. • On the phone with Steve talking about the potential problems and the need to add the promised or committed inventory back in when needed. • Posted the first little patch with knowledge that future help is needed. |
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AU 836 | Daily Tasks | 6/11/2012 |
• Emails and tech support. • Bank work. • Small tweaks to pages. • Working on the cost of goods sold on transitional invoices. • Helped get my daughter on an assignment to create some comics for the adilas theory. • Also worked on increasing the number of fields in the financial flow calculator. • Posted new files online. |
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AU 2249 | Brainstorming - Possible Holding Areas for Parts & Items on a Transitional Invoice | 6/11/2012 |
Possible holding areas for parts and items on a transitional invoice: - Scenario 1: invoice for 100, no cost of goods sold, and no payments. In transition for 2 weeks. Then paid in full. - Scenario 2: same as above with two payments during the transition period - Scenario 3: invoice for $100, with cost of goods sold, and no payments - Scenario 4: invoice for $100, with cost of goods sold, and two payments - How does time change these look-ups? Current time? Before started? During? At the close? After the fact? |
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AU 837 | Daily Tasks | 6/12/2012 |
• Emails, phone calls, tech support and rep checks. • New logo for a company. |
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AU 838 | Daily Tasks | 6/13/2012 |
• Added flex grid tie-ins for rep checks. • Prep work on the customer upload for a company; finish customer migration for company. • Started doing research and reading documentation on the First Data gateway. |
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AU 839 | Daily Tasks | 6/14/2012 |
• Reading documentation for the First Data gateway. • Sent an email to the First Data integration team. • Started working on Steve’s steps to success for adilas. • Emails and tech support. |
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AU 840 | Daily Tasks | 6/15/2012 |
• Tech support. • Working on the web basics for the steps to success. |
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AU 841 | Daily Tasks | 6/16/2012 | • New logo for a company play site. | |||
AU 842 | Daily Tasks | 6/18/2012 |
• Tech support and emails. • Working on the steps to success. Broke the big page into smaller parts. • Worked on graphics for understanding the basics. • Cartoon from my daughter and standard page elements. |
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Adi 371 | Customers - State as a Default | 6/19/2012 | Set up Colorado as the default state so they don't have to scroll down and pick Colorado - From Carmen - carmen@coloradocaref?acility.com | |||
Adi 372 | E/R's - No E/R on printed check | 6/19/2012 | Option to remove the E/R number out of checks - From Carmen - carmen@coloradocaref?acility.com | |||
AU 843 | Daily Tasks | 6/19/2012 |
• Phone calls and tech support. • On the phone with Steve going over needs and game plan. We talked about PO payments and credit card transactions. We also talked a lot about interface and helping clients learn – there is a tight balance between function, fashion and friendliness (ease of use). • Worked on showing and searching PO paid dates. Added options to the PO advanced search and the history homepage. • Posted files online. |
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AU 844 | Daily Tasks | 6/25/2012 |
• Emails and tech support. • New logo for companies. • On the phone with a customer going over payroll and expense/receipts. • Small tweak on the Java Script for the payment page for credit cards. As soon as the main submit button is clicked, it gets disabled to help prevent double clicking. Other small page tweaks. |
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AU 850 | Daily Ideas | 6/25/2012 | -Need a report that shows force paid PO’s. This means paid but not actual payments. We may also need to check the PO amounts – between a $0.00 PO and some other value PO. | |||
AU 845 | Daily Tasks | 6/26/2012 | • Steps to success. Graphics for enter once – use many. | |||
AU 846 | Daily Tasks | 6/27/2012 |
• Emails and tech support. • Steps to success. Reading through sections and creating graphics. |
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AU 847 | Daily Tasks | 6/28/2012 |
• Emails and expenses. • Bank verification. • Steps to success. Reading through and creating graphics. • Added the interactive map graphic to the main homepage. • On the phone with Steve going over ways to make more money through adilas. We talked about raining and interface changes. We also talked about stopping new and future development for a while. |
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AU 2250 | Drawings - One to Many Relationships & Buddy System | 6/28/2012 |
One to many relationships: (Sketches) Buddy system: (Sketches) (See scan in photo gallery for 6/28/12) |
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AU 848 | Daily Tasks | 6/29/2012 |
• Working on the steps to success. • On the phone with a potential customer talking about adilas and what we have to offer. He gave me a couple of leads to follow-up with. |
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AU 851 | Daily Ideas | 6/29/2012 | -Pull, flow, capacity, left operations lead, lean accounting, reducing adjustments, linear, and old school vs. new school of accounting. | |||