Recording notes and working on a list of known issues. See top_secret/secure/known_issues.cfm for more information.

For fun, here is a list of some of the items listed on that page. This list originally was started in 2009. Small list of what are known problems. Some of these things are real problems and some are just warnings. Lots of things have changed since then. It may need to be updated, added to, and some of the items removed, that have been patched, fixed, and/or finished.

1. Invoice pmts on account with something different than 0.00 value.


2. Receipt pmts on account with something different than 0.00 value.


3. Reimbursements (rei's) with a bank assigned on the receipt pmt.


4. Invoices with mismatch between main and line items.


5. Deposits with mismatch between main and line items.


6. Receipts with mismatch between main and line items.


7. PO's with mismatch between main and line items.


8. Non verified payments (outstanding deposits and checks).


9. Duplicates ???


10. Dates prior to the corp start date or prior to the bank start date. See bank_balance_helper.cfm page.


11. Dates in the future. see bank_balance_helper.cfm page.


12. Internal invoices that are not marked as paid.


13. Receipt payments that are verified but the main is not verified.


14. Difference between invoices and stock numbers. Created a number of flags to show disconnect.


15. When paying back splits and rei's - what about both (main and subs) being assigned to income statement expense types? This could double things up on the income statement. Defaulted special multi build (rei and splits) to b.s. items for expense types. Still possible problem on original e/r that may get assigned to the balance sheet.


16. Update PO's not tied to a balance sheet item (say a loss account or something).


17. Lien payoff line items on invoice with a 0 cost. The cost and the price should be the same otherwise it puffs up the profit. Did run a report at one time to fix this. Also added code to the cart to match cost and price for lien payoff stuff.


18. PO payments that have the wrong date and thus the po_paid date is wrong. The system was using the current date as the payment date even if the payment was actually made in the past. Small disconnect between actual payment date (e/r payment date and PO paid date).


19. Check auto dates that are actually used in I.S. reports or B.S. reports. Need a way to manually change the auto dates if really being used. Check the unit payments, PO payments, other system made payments. The system seems to be ok, the problem is with dates and being able to either set the date when using or edit the date if defaulted to today's date.


20. Blank expense/receipts (payee_id = 1).


21. Voided items but part of it is still in play or not fully voided. Need to get to a voided list quickly.


22. Denied check requests on payables page.


23. Sales tax problem with work in progress invoices. They don't show up on sales tax reports until they get flipped back to a customer invoice. The problem is that the date (main invoice date - if not moved forward) will not show up on the next month’s tax reports. If this happens, the invoice will fall through the cracks and not be counted for sales tax. Possible option for sales tax, Steve thought that it might be cool to have a point and click interface that we physically pay taxes on certain invoices. That way, they never fall through the cracks and we only pay taxes once we collect the monies. This would also help with a system-maintained b.s. item for accrued sales tax. As an update, Eric was working on a sales tax aggregate project to automate this.


24. Along with sales tax problems, how do we show this on the balance sheet? We need to show collected, paid, and owed values. Once again, Eric has been working on this in his sales tax aggerate project.


25. Payroll has similar problems with regards to what has been paid on, what is still needed, and how do we show this info on the financials.


26. See idea in note book about showing all daily transactions. This is different than a history transaction record. This is what really hit in and out on this day in time according to the system. This is not a known issue but may help with finding issues. Daily monitoring of each account per location, per day, per account or category. This would be awesome.


27. Check for master/slave relationships between date changes. For instance main invoice date compared with invoice line items dates. PO main date with PO line items date.


28. Known issue with PO dates. Do we run off the main PO date or the PO received date? Need to standardize. Leaning towards PO received date.


29. Known issue with location based payables. Both expense/receipts and deposits have the location on the line items not the main. This means that monies could potentially get split between stores which would alter bank balances if only part of the money went in/out of the bank. Known problem here. Solution might be that banks are what they are (full monies in/out) and all sub lines and types are location specific. This could give a false indication as to how much money was available for each location.


30. What about transition invoices that have the main invoice date overlapping the transition (wip/qti) invoice date range. They don't show up anywhere other than on the main invoice homepage which doesn't tie to anything. Added a small fix on view_transition_dates.cfm page. Still need to check for possible mismatches.


31. Disconnect between sold date on units and invoice date. This is a disconnect that is unmonitored and will only show up if pulling a sold report (units) and an invoice report for the same time frame.


32. When backing up the main bank start date, there is a problem with expense payments and deposits that have a date before the main start date and a verified date after the main date. The payment or deposit date is not counted but the verified date is. I had the same problem with Leanna in Poncha and with Drew Middlemiss doing his first bank statement. What a pain. See the bank_balance_helper.cfm report (5/16/09) for small fix. Still a known problem with a starting bank balance not being 0.00.


33. Advanced pmt on invoices (pre-paid). They hit the bank because they were deposited but they also need to show up as a liability to offset the deposit or cash going up. This should be a system maintained item.


34. What about deposit types of other income that are assigned to invoices (double counted)? The default is an invoice hits the p&l and only deposit line items that are under other income and revenue adjustments hit or the p&l.


35. What about bad debt? Do we want to create a system maintained items for this?


36. What about deposits that are made before pmts are posted to invoices. This is not backward compatible.


37. Know disconnect between PO dates. The main PO date is currently used as the main search date. The PO received date is the main b.s. date. We are thinking that the main date may become somewhat of a request date or a age player only. The main date will become the received date with the received flag.


38. If a check request gets approved and assigned to a bank but never written out (bank never sees it), there seems to be a problem. There is also a problem with older check requests and the dates that are set in the background. They are uneditable once the request changes into a normal e/r.


39. Known issue with i.s. (income statement) deposit types. If used, without an invoice, they don't show up on the income statement. They may also be double booked if on an invoice and also recorded as other income or revenue adjustment.


40. What about payments made on a PO before it was received. This could happen with a request PO or a basic PO that has not yet been received.


41. What about inactive (status) on parts and subs. If we have details (activity) but something is inactive, that could cause problems.


42. Levels of inventory - this could deal with parents, subs, and usage details. We may need to check costs, quantities, dates, etc. Sub inventory was added way after 2009 (original date of this report). We may want to spend a whole session just going over sub inventory levels and possible pit falls.


43. Steve, Kelly, Molly, and others have lists of balance sheet challenges and other known issues. Check with them and get their lists.


44. Ecommerce and what plays into the real mix from there - invoices, taxes, costs, prices, discounts, payments, quantities, elements of time, etc. Good questions? Some of this is already figured out, it just needs a little bit of loving.


45. What about aggregates (somewhat new for us and just barely getting rolled out) and making sure things match up. Category (could be whatever), by day, by location - are there update processes that may be ran to keep things up to date. Manual updates, API sockets, watchers and feeders.


46. What about backorders? Steve did a whole section on backorders but I'm not sure if we tied in everything to the balance sheet and P&L. Anyways, may need to circle back around.


47. What about banks that get turned on/off (active/inactive). If we go back in time, we need to know if they were playing.


48. Same is turn with location. If they get turned on/off (active/inactive), we need to know when they were playing. We may need a start and end date and then be able to pull things accordingly, even if the current state or status is inactive.


49. What about cost of goods sold on unlimited or special line items? They should be a $0.00 cost because they are unlimited (like a labor or a service). If a cost is needed, it needs to be allocated through an expense to the COGS section or distributed in a thing called SG&A costs. SG&A (selling, general and administrative expenses - aka accounting for general costs by attributing them to a single unit and thus incorporating the true costs into an item). Basically, you take a normal expense like the electric bill or rent and build it into the individual cost of each unit by unitizing the expenses and virtually spreading a bigger general cost to smaller pieces. Sometimes that type of process (SG&A) is required for certain manufacturing and/or production type products. Basically, they (the IRS) don't allow you to expense off the whole expense (rent, insurance, waste, electric, etc.) as a bulk item. It has to be distributed to each smaller piece. If you do real SG&A, it helps assimilate those costs in smaller percentages and thus passing on a truer look at real costs of goods sold.


50. Anything that is currently marked inactive but may have played a role at some point. This could be locations, banks, part categories, items, vendors, customers, etc. Often, if we make them inactive, they don't get pulled (but maybe we need them at some time in the past).


51. Other special account options such as in-store credits, vendor credits, punch cards, etc. We already have loyalty points and gift cards that use special accounts. Maybe expand on this and allow for custom options or other digital payment accounts or payment solutions.


52. I'd love to map out all of the existing balance sheet and P&L values. Make it more widely known and really put it out there. Right now, it all happens behind the scenes and is kinda like a magic box. I'd love to get it all mapped out and presented to the public. We'll get feedback, refinement, and maybe even some other really good ideas. That's my vote, let's get it all out there in the public eye and public realm.

Meeting with Cory to go over projects. We talked about the pick ticket stuff with elements of time. Checking on different errors. Auto emails for PDF attachments for invoices. Going over new date-pickers. Reviewing other projects. Talking about transitional invoices and reserving inventory. Mini conversion and laying claims on certain inventory items. Deep production and manufacturing type stuff.

We also got into talks about backorders, cross-corp invoice to PO stuff, and some new sub barcode requirements and settings. After that, John and I spent some time and talked about Adobe XD files and documentation for certain projects. We also talked about some Docker (server) stuff.

Meeting with Steve and Cory to go over projects. We talked about a couple of projects for Eric. We talked about gift cards, other special account projects (in-store credit, vendor credits, punch cards, coupons, and gift certificates or gift cards). Another one is the mini aggregate project to handle inventory quantities per location. The other possible project for Eric is getting back to the enterprise item catalog project. All of those have value and would be great add-on's.

The next major subject was projects that Alan is either working on and could work on. He is one of our top developers and is in demand, because he can do so many things. One of the projects that Cory really wants him to work on is the transition invoices out in ecommerce land. They already exits out there, they just need a little bit of loving. He could also help Steve out with some BioTrack production stuff.

Lots of talk about other developers and what they are working on. It is a challenge to coordinate projects and developers. Lots of moving pieces. We also talked briefly about some projects for Bryan. We are still trying to help our clients transition from billing in the old independent way to dealing with Adilas as a team or an entity.

Another subject that came up was the number of hours spent in a training and tech support with our clients. It takes a lot of time and effort. One of the benefits is that we learn a lot along the way. The more we help our clients, the more we learn, and can adapt the tools and features that we have to get the desired outcome. Along those lines, sometimes we (internally) need to be reminded of certain processes and tools that exist that we may not remember or are new to us. For example, all of Steve's new backorder stuff that he developed and managing quotes, orders, PO's, and backorders.

Cory was kinda putting her virtual foot down on certain projects. We are trying to retain our clients but sometimes they get out of line. We talked about preventative maintenance type stuff with our existing clients and helping them along the way. We, as a company, are offering more and more internal service offerings. We used to sub it all out to outside independent sub-contractors. We are trying to make those same offerings, but do it all internally now and helping out in new ways. It makes for a better product and better retention.

Cory and Steve catching up on things. Steve was filling Cory in on some new developments with Mike, eXPO, and other things that are going on. After they were done, Cory and I finished up the meeting going over projects that needed help, project management, and quoting. We went over a bunch of options. Here are some of my notes:

- Two big project that might need some help here soon - One of them is dealing with cash drawers, cash management (daily ins and outs), and reports to help manage those pieces. The other big project that is starting to gain momentum is the usage of the sub invoice types (deliver, normal, backorders, ecomm, etc.). We are seeing a need to further breakdown some of our reports and drill-downs based on sub invoice types. It is amazing to me to see how deep certain things need to go. Subs and subs of subs and so on. Very interesting.

- Cory and I were talking about the piggy back type system that we have developed. One client will pay for one thing and then another will step up (virtually) and say, I'll take that to the next level and will fund that project. Meanwhile, our other clients are benefitting from the constant game of piggy back or standing on the other persons shoulders.

- We talked about existing merchant processing options and how a high-level systems administrator needs to help setup and doing any maintenance on those merchant accounts. We would love to push some of those options out to the 3rd party solutions page and let a corp-level administrator take care of those pieces vs a super-high level systems administrator take care of those pieces. Basically, there is a need to give more power and options to the individual corporations vs keeping it all at higher levels.

- Cory needs me to check in with Alan and Eric on some of their projects. We need to get a tighter loop on the communication, progress, hang-ups, etc. - for those bigger project that they are both working on. We need things to get all the way to the finish line. All part of the process and development cycle.

- Cory is going to be upping our development rates to $150/hour. It is just taking more to get things done and we need to cover the costs of what it really takes to do this. Once again, just part of the game.

After the meeting, I was doing emails, texts, and recording notes.

Steve, Danny, Sean, John, and I on the morning meeting. Lots of the guys just touching base. There ended up being a light sales flavor to the meeting. They were talking about some sales, uncovering some new sweet spots with small to medium sized businesses. Steve and Sean were talking about an on-site deployment that they did for a company that does nuts and bolts and other industrial supply stuff.

Steve and Sean spent some time rehashing the system setup and possible angles that we could pursue. They were also talking about merchant processing and how some of that flows. We would like to start referring folks to USAePay for ecommerce and full merchant processing, including EMV chip reader stuff. We have used USAePay for well over a decade and would like to possibly be a reseller and/or a rep for them as a merchant processing.

Steve had us check on a database update for backorders and the backorders homepage. We did that and then started talking about sales tax and some growing needs there.

On Friday, June 11th, 2021 we had an internal conference day for just the adilas team. We went from sales to internal code to ideas and plans. All over the place. See attached for my notes. Many great things were discusses. Once again, this was an internal team meeting, but we don't mind sharing what we were talking about. :)

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The attached notes are better formatted, but I wanted to push some of them here for searchability:

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Group Sales Meeting

Marisa, Danny, John, Cory, Sean, Steve, Dustin, Shari O., Dawn, Brendan, Steve (mac), Brandon, Chuck, Alan, Kelly, Bryan

- Kelly was saying that there is some public records per states

- We may try to pull our own list

- Questions... who, what, where, how good, etc.

- Maybe look at a sample of 10

- We may need a more focuses approach

- What about different industries?

- We need to get the name out there

- Kelly was pitching a social presence

- Do we know anybody who wants to do the social stuff

- Word of mouth

- Testimonials

- Some new video graphics

- To the penny, to the gram, every day

- What about small streaming commercials – focused and pointed

- Kelly recommends that we maybe focus on a slightly larger pool

- Dawn – maybe focus on start-ups or that small to medium range

- Get them at the beginning – maybe even tradeshows

- It is a pain in the but to switch over – pain creates options for change

- Focus on services... deployment, oversight, consulting, training, best practices

- How can we deploy something easily and repeatable?

- It is tough to get some of the people started, but once they get all in, they tend to stay

- Kelly has done this over and over again

- Using the professional resources that are available

- From Kelly – Help get the clients all the way in – full system and platform

- Getting the success on the first implementation and then building from there

- What about focusing on those who are having trouble and/or are struggling

- Dawn loves the support, training, and feel good part of it – duplicate that feeling to others

- How quick can we respond – we jump pretty quickly on custom needs, development, training, and support

- Get more testimonials from our clients

- We have some experience to offer to those who want it

- What about pitching best business practices

- It's ok to be non-traditional

- Being Relevant!

- Focus on helping over sales – from Steve (mac)

- Simple things that bring the relevant pieces

- Social webbing – group effort

- Danny, straight up, I don't want to be the social media guy! We have to find the right person and/or persons (small little team)

- We are not QuickBooks... what does that mean? Be our own style!

- Packaging this platform based on the target audience

- Formulating a plan – ease the lift – maybe a monthly meeting with some planning

- Influencers and YouTube options

- Small info tips...

- New age marketing – we have to play to the current market

- Big Dumb Animal Pictures – super simple

- We have to do a cost analysis to see which one(s) make more sense for us

- John, what if we setup our own little social piece (aka maybe the adilas cafe) – we could allow all of our users and power users to pitch and promote – we may need to approve things, but we have tons of very knowledgeable people and users

- We are looking for engagement – back and forth – a relationship – maybe get an intern to help handle this

- Danny – Switching over to the modal message marketing

- How to save the app to your phone

- Make the email piece better

- Small web tool to help with building special html links to embed promotions, direct add to cart, discounts, campaigns, etc. A simple form to help with the backend tech of those URL's and web links.

- Maybe, we need to upgrade our email platform. It is a small holdover from years gone by.

- What about the delay on the outbound emails?

- Marisa – maybe outsource things as needed

- Steve – would like more input on the bulk tools

- Better filtering and target marketing

- Steve wants to work direct with Dawn and Branden

- Matrix and target marketing – even predictive

- Maybe a little itty bitty (super small) native app on the different phones – iOS, Android, etc.

- Steve wants to get into possible predictive marketing

- Steve – looking for great feedback and even ideas and dreams...

- Archiving, saving for later, dismissing, etc. We have the data, what do we want to do with it? – Wet clay...

- Danny – Going back to past clients

- Version 1 vs Version 2 – type attitude

- What kind of clients do we want? We may not want certain kind of clients.

- We love people who like details and are willing to play

- We love people who take things to the fullest level

- We love people who just need a small little piece – there is a gap in their current model and they need some help. We can then grow from there.

- Do a full comparison of what we offer

- Pitch what we do differently – we help deploy and maintain your ERP

- White glove approach

- Playing with the tools that we have and flipping those into marketing messages

- Chuck – maybe check out some groups on Facebook

- Blog posts, articles, info snippets, quick videos

- Talking with Kelly – how have we helped small businesses become bigger or big business – showing the potential – dreams to reality

- The small goals to achieve – steps to get to the next level

- Small goals lead to bigger goals – getting some small successes along the way

- Clients and expectations – not all money is the same – budgeting and planning – what kind of client do we want

- Reoccurring revenue vs one-time revenue

- A quote is just one of many pieces that needs to be done

- People, skills, and cogs in the wheel

- We all care... where would you and your skills fit in best

- Seeing the bigger picture

- Maybe looking at personalities and figuring out the mixing and blending of our options and resources

- Slowing down and taking the time to see where we are at? Virtual time travel – child, youth, adult – as a company

- What's the difference between a goal and dream? A plan!

- The internal group summary that we did... a great start

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Second session - Servers & Infrastructure - Refining Our Processes - Tech Support & Training - Project Management

Steve wants us to show the online label builder

- We had some good talk about where we want to go

- We pointed to our internal summary report

- Steve McNew – helping with the strategic marketing plan, technology road map, timelines to position, plans for action

- Scale – can we grow and can we shrink

- Conversation between big and small – perspective – big and small (sales, number of team members, lines of code, etc.)

- Molly – Is adilas the big guy or the small guy? Think of code (lines of code). We could be considered a big guy if you were looking at code and functionality.

- We like being small (ish), but what if we are big already

- If we want to grow, that means that we want to get better – grow in a good manner and sustainable manner

- The underlying services that support the whole

- Be your own style!

- Steve McNew – old classmate with Steve Berkenkotter – guest speaker – part of the adilas team to help us get some things more standardized – processes and procedures

- Defense contractor for the military – 28 years

- Testing, software, management, auditor

- He has already called, interviewed, and talked with a number of different team members

- He did a 20 page audit and report on what he was seeing

- Getting into some testing and processes – he would like to see more of this

- Not trying to derail the train – we are trying to polish the Ferrari (spelling – awesome car)

- Whitepapers – catering to a higher audience – going beyond stick figures and into technical docs – not everybody will want to read some of these, but there will be some that require it

- Steve B – if we try to sell our product to those who can't afford it, it doesn't really work. They have to be able to pay for what we do (really do – billing for our time and efforts)

- Fin-tech – financial technology

- Using whitepapers as part of our marketing plan

- John M – unit testing – confidence of the developer team – currently only Wayne and Alan are doing this (unit testing)

- Going to ease into this – refining our testing plan

- Version control and when do we update these systems? The older way was wild west... we may want to figure out some specific micro builds.

- It would be nice to keep track of the versions and options.

- The balance between core and custom development

- The application needs some spring cleaning – what is being used, what isn't, what is going slow, etc. – Refactoring

- Priorities – customer priorities or our internal priorities – what is the mix and blend of these pieces

- We all ware many hats... we may need to define that so that we don't overstretch ourselves

- We all use (and can use) the system in different ways – how do we translate that information to our clients, other developers, and other team members (upstream and downstream)

- 2 minute videos – no more

- Work instructions – even giving it to someone who has never done anything in the system

- Danny – Shoutout to Steve and Brandon – we have done great – what is coming next? Resources?

- Talks about earn and burn ratios

- Prices have to match the services

- We are a growing business

- Kelly – going from 1.5 to 10 (millions) – that is a huge change

- We are competing with companies that are hugely funded... what do we want to do?

- There are some real things in our path – there is tons of potential – what do we want to do with it – also, sometimes there is shelf life on potential or advantages

- We don't want debt – however, there is a time for debt – cost analysis and being smart about it

- Making choices, but also being willing to fail

- Marisa – look at our new website

- Steve – there are some percentages of adilas that are available – not looking for vulture capital (just being silly – vulture vs venture)

- Someone looking to take on some risk but helping us to get to the next level, without taking over the company

- Kelly – pitching our vision and business plan – we have to define the vision – Danny seconded the define the vision before looking for the funding – goals, sales, budgeting, maintenance, and getting a business plan.

- Adilas Trust option – co-founders

- Possible option – Maybe take some of IP (intellectual property) and sell that to a new entity and then restructure those new pieces

- Dustin – thoughts on corporate structure – we are all on our own little islands – Ferrari to a tricycle – frontend compared to backend – splitting up those pieces and functions – he wishes that we could be more collaborated.

- John – teams and buddy projects – small sub teams – full stack (all levels) vs specific skills or somewhat limited skills – this needs to be part of our plan.

- Sean – we already have some small teams that are working on some of these projects – cogs of the wheel – buddy tagging the workflow and processes

- John – the adilas docs project – and being able to go to it and also add to it – working on standardizing the pieces – filling in the gaps

- Danny – Navy Seals – two is one, and one is none – at least two on a project – two-by-two

- Kelly – scale – having a back-up

- Danny – accountability back and forth

- John – confidence levels

- Kelly – what about a succession plan?

- John and Dustin – real life buddies and how they help out each other – seeing a different angle or perspective

- Marisa – tooooooooo much weight gets put on single persons

- Kelly – relieving pressure and helping with scale

- Marisa – Cory, Kelly, and Marisa – wonderful training slides, presentation, and delivery for the conference. Awesome job!

- Alan – modularize things – able to be reused – code concepts can relate to business functions – one to many relationships – translating knowledge into real life and different scenarios

- Chuck – last summer Chuck was on a joint project with he, Russell, and a different John. It worked out awesome – Keep pushing towards that kind of rollout of the project

- Molly – thinking and coming up with ideas. Keep it going!

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Next Session - Deployment & Oversight - Design & Layout - Internal Core Development - Custom Development 

- Deployment – where are we going and how can we make this all work – team effort

- Shari O. – first touch and setup corp, Sean and Shay first hour or so, Sean helping to coordinate the next steps and pieces

- Sean does a great job of reporting back

- Report on things, record the notes, get back with us to help us keep pushing

- Doing great with testing and prototyping

- Kelly – who is on settings, who is on planning, maybe even looking at pre-deployment options

- Before Kelly even does a demo, do some consultation – figure some things out without doing any pitching or selling. This is called listening.

- What are you looking for, wanting, expecting, hoping for?

- Make the demos custom to the pain points or key wants and needs

- The prep work is huge to help them be successful

- This platform is not a turn on and go type system – there may be pre demo, consulting, custom planning and demo, then custom hand holding to get them going down the road

- Picking the point of contact... who is going to own this thing?

- Owners, managers, and users

- Users want the easy button – Steve calls this the tail wagging the dog vs the dog wagging the tail – what is and how can we get buy in?

- Tools are great, but solutions to problems and pain points are even better

- Give to get! If you give too much, it can get you into trouble.

- What is the cost to fixing things... on the other hand, failing does help with major learning – there has to be a balance

- We tend to remember pain – setting people up for success

- Often users are looking for a quick switch. This system takes work. Please sell it that way.

- Not going to custom too quickly – learning the manual way – then automating it

- User buy in – light pain and then helping them learn a better way

- Change proposals and scope of work – setting up boundaries

- Feature creep – setting that scope of work – cause and effect of what they want and what they give – expectations and timelines

- Sometimes I start with NO – interesting

- A saying no - sandwich... Yes, I'd like to, no, I can't. Yes, I would love to help do this... - people think that no is a bad word

- Having a plan to say yes, vs just saying yes

- We like to please people – that is awesome – what does that cost?

- Help make the plan to say yes. Maybe, no (first), however we could do this...

- Making things repeatable

- What are the internal costs to do deployment?

- Say $350 for a setup fee – does that cover it? If yes, great. If no, where does that put us?

- Maybe on the setup, prep, an activation fee (define this – turning on the lights), setup and deployment fee (range), training, custom code, imports, labels, etc.

- We like to cater to everyone – that had bitten us

- Actual prices and then use discounts if needed. You can't really ever raise a price after the fact.

- Back-up our prices

- Use adilas to run adilas!!! This is our communication tool, let's use it.

- We are good at the dreaming and software building part of things, we need some major loving on the service side

- There is demand!

- What pulls at our time - It is time, money, skills, etc.

- Kelly – earn has to be more than burn

- Flipping the demand to sales or services that could be provided

- MVP – minimal viable product, plan, player, etc.

- Intangibles

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Next Session – Show and tell! What are you working on?

Calvin – Advanced file and folder finder, resize images, convert images

Brandon – harvesting assets from element of time

Steve – parent attributes report, items not on a recipe (manufacturing), modal message marketing for customers, log notes for vendors and employees (payee/vendor logs), backorders homepage, mini units, auto add item (quick PO behind the scenes), bulk update on the vendor – master copy paster... :)

- Branch 122 – fun

Bryan – cfqueryparams – stop SQL XSS (database hacks – cross site scripting)  - SQL injection – converting from dynamic queries to secure dynamic queries - Example: Corp_id = #Trim(some form or URL var)# or Corp_id = <cfqueryparam etc, etc,> - this stops the SQL hacks

Bryan is also working on eChecks for eXPO, Hypur checkout in the shopping cart (eComm), new API's for delivery (with documentation and samples)

John – Payroll project to allow holiday date picking, timecard flags, timecard totals (pre summing the math to go faster and lead towards bulk payroll), new timecard reports showing grouped sums and totals.

Page templates and style guide defaults with Chuck – Going from old school tables and links to the newer grid and mobile ready code. Part of the adilas docs project. Build once, use many (effective copy and paste). Basic templates (3 new ones). New information icons and popups (modals). Style guides and usage of those pieces.

Servers with Wayne

Chuck – Huge new web site!!! Awesome Job!!!

Global Design Dashboard, adilas docs, and new presentation gallery (sales tool).

Danny – message marketing, custom labels, sales team meetings – hats off to all of us! Keep listening and keep finding solutions. Open table – follow your highest excitement and be yourself! Be happy!

Alan – enterprise level catalogs, refactoring code (custom page settings), standardizing code for speed and reliability.

Random comments – Cory really liked having access to all of the team members, right here at the conference. Marisa – great to meet everyone – keep floating the boat. Sean – he likes the team. Molly – loved watching and wants to be involved. Chuck – idea of everyone joining slack

Weekly meeting with Alan to go over projects and code stuff. Both Cory and Sean joined us on our meeting today. We started out with Alan reporting on his current projects and findings. He was working on a page and did a search and found a number of other similar pieces (say 500 ish). He is currently refactoring that part of the application and going to be replacing code so that it runs more efficiently. The code happens to be dealing with custom page settings. We use these custom settings to store both corporation specific settings as well as user defined settings for different pages and sections. We gave him the go ahead to do a little bit of maintenance and refactoring - prepping for the future. Maintenance sometimes isn't that fun, but it plays a key role in the life cycle of a system.

The last half of the meeting was turned over to Sean to show Alan, Cory, and I some of the new stuff that he and Steve have been working on. We logged into a client's site and Sean gave us a great demo and tour of the orders homepage, backorders, fulfilling orders, training amounts requested, remaining, filled, etc. Steve and Sean have been busy. Here are some other notes from the meeting.

- As new features are developed and released, we need to make sure that everybody knows about them - sometimes distributing that information is a big challenge.

- We build special quotes without having real inventory to back them up... Then as the real inventory comes in, we distribute and fill the correct orders. This is a whole new section of the application and Steve and Sean are out there pioneering things.

- The quotes just hold parent items or parent placeholders. Then as the invoices are created, the real parent/child relationships get put in place on the outbound invoices.

- The orders and backorders homepage has three main ways of viewing and sorting the data. It may be vied by quote (order), by item (what orders want what), or by customer (what other things are they still waiting for). Pretty cool!

- Lots of great demos and showing us flow, approval processes, pagination (next page of n), drill-down and filtering options.

- We are gaining some good traction by getting a client who wants something, doing some planning, putting a MVP (minimal viable product) out there, beating it up and refining it - with some hand holding, and then officially releasing it to the public as a new feature. Nice little process.

- Sean also went into some new pages and sections for mini units. This is serialized units that are within the realm of parent/child inventory. The parent is the primary placeholder. The sub inventory or child inventory are the new batches or packages. Then within the new batches or packages, the individual mini unit data is help and recorded. It also shows usage on where it came in, where it went out, etc. (PO's and invoices). The whole process has a tons of great new features.

- Lots of talk about relationships and one-to-one, one-to-many, and one-to-many-to-many. It can get deep, but sometimes that is needed. We play in bulk where possible and then record individual data (and maybe even hide it unless asked for). It makes it look simple, but the whole story is really all there, just nested and/or strategically buried or hidden.

- We spent a bit of time talking about the pains of trying to keep multiple sets of records and juggling multiple systems. We are trying to relieve this burden, but sometimes the transition process is difficult. We have found that clients are so busy, they almost always need a person or small team to help them transition and get the training that they need. Without this, they end up failing on the transitions (switching over).

- Sean did a great job. I was impressed with his demo and knowledge of the system. I can see him doing more and more of that type of thing. He gets in there and spends the time to learn things (tips, tricks, etc.). That makes a difference.

- The value of real live data and real live work flow testing. You have to have a client who will play along, but you gain a ton from that tight of an interaction and/or relationship.

When I joined the meeting today, Steve and Danny were going over some plans and talking about things. After that, both Steve and I helped Danny get some info on pulling in customer logs into his ecommerce pages. This will help him out with his message marketing project that he and Steve are working on.

After that, Sean and I looked into some possible math errors on the orders homepage (page for orders, fulfillment, and back orders). We made a couple small tweaks and pushed up new files. Worked on emails and other small to do list stuff.

Monday morning. Merged in some new label changes for Danny and a client on data 17. Looked into some math calcs for the orders and backorders homepage. Made a few changes for Sean and Steve and pushed up files. We did some live debugging and testing. Found a small update statement that was not corporation specific, but should have been. Made the changes and pushed up new files. The update was dealing with a column called sub invoice type (fairly new feature) so it didn't effect that many quotes.

Started out with some questions on the discount engine. Then Steve and I had a work session on his backorders and fulfillment pages. John had a few questions about the payroll and holiday chooser project. Started talking with Wayne about the new web site and plans there. Mostly random questions and mini work sessions this morning.

Working with Steve on the backorders homepage. We were working more on logic and flow. This is a section to turn a quote into one or more invoices to help with fulfillment and backorders.

Steve and I had a work session dealing with the backorders homepage stuff. This is a process where we take a quote and convert it into as many invoices as needed in order to do fulfillment. Clear out to subs and keeping track of what is still out and what has already been fulfilled. Today we were working on more dynamics, loops, validation, and tying things together. Making progress.

Steve reported on a meeting that he had with a payment kiosk company. They were talking about both accepting payments and even doing possible pay outs (monies going out based on approved expenses). That could be pretty cool.

After that, Steve and I did a work session and did some review of adding sub inventory to the back order process. We worked our way through a checklist and actually doing the coding to go along with our hypothetical path (our prior mapping of the logic). Fun session.

Working with Steve on the backorders homepage. This is taking a quote and slowly (depending on how quick things can be fulfilled) into an invoice or into multiple invoices (depending). We looked at some of his existing code and worked on a plan to improve some efficiency on how things were completed. Lots of fun logic mapping and simple text instructions that he can then translate into actual code (guides or directions).

On a meeting with Steve. Spencer popped in a couple of times to show us some progress on the barcode labels. Steve and I were working on some code for his orders homepage (filling backorders and what not). We talked sales, developers, and other team members. We are really trying to move more into a focus of "supported by team adilas" vs our older pure independent model. Time and season, but things are changing. We are trying to become more of a team and play better internally with our own dependables vs always reaching outside. We started that way, independent model, but we are now seeing that won't work for our current levels. Constantly learning.

Working with Steve on some code for his orders and back orders homepage. We were working with multi-dimensional arrays and complex data structures. Only Steve and I were on the meeting today. As we worked, we also chatted about a bunch of different things. We also looked over a flyer that Marisa worked up as a double-sided mailer or postcard flyer. The new postcard flyer has a bunch of pictures of the blue dog - Adilas - the mascot or avatar for adilas.biz. See attached. We also talked about some sales options and the timing on those efforts. We are excited to help our team go to the next level.

Steve was on with a bunch of the other guys when I joined. They were talking about some new web pages that Chuck had done and playing with them on their phones (custom wire jobs). Steve wanted some help with his orders homepage (dealing with quotes being converted into one or more invoices to handle back orders). We looked at some code and worked on some changes. Wayne popped in just before 9:30.

Morning meeting and Sean, Steve, John M, Eric, and I were on there. Steve and Eric were going over Metrc issues and talking about database inserts and checking for duplicate records with the Metrc integrations. We then switched gears and started talking about other projects. Sean and Steve were talking about order of operations and needs out in mini unit land (a mini unit is a cross between a part/item and a stock/unit - sell in bulk but track by serial number). Anyways, they are working on a section that deals with orders, backorders, and being able to sell in bulk but still track all of the sub details. We ended up talking about options to flag quotes, orders, and even possible steps and/or phases. Some of the questions where dealing with how to track and manage some of those pieces.

As we got deeper and deeper, we started talking about progression and how we use different tools at different phases of a project. The first tool we use is our minds and head, if we run out of space or the project gets too complicated, we switch and go with paper and pencil, word processing documents, spreadsheets, databases, and software type packages. There is a progression. We usually need the next step as things get more involved and complicated.

This conversion, about progression and what tools to use, lead to a topic of mind mapping, flow charts, use cases, and recording other possible scenarios. If you only have 1 basic path, you may not need this kind of a tool. As it gets more complex, you need better and better tools to help you dive deeper and remember things and also make sure that certain key pieces get included. Good conversation.

This meeting didn't happen. Cory and I were going to record a video for my cart favorites and the flash buttons. Instead, Sean, Steve, and Cory were talking about sales and the needs to be able to sell in bulk, including items that are not yet in inventory, and still keeping the inventory tight and manageable. That is a challenge. Steve was showing Cory and Sean a demo on his orders homepage (orders is another word or alias for quotes).

If you think of quotes, you may get hung up on the name. If you think of it as a tool and are able to name it whatever... it becomes more clear what is going on. Basically, they have clients who are requesting products and inventory. They want to keep track of the orders and/or virtual requests but don't want them (the orders) to affect inventory until they are ready to be shipped and sent out. There are also all kinds of backorder type needs. A quote, or a non inventory invoice of sorts, is the perfect tool. It just needs a little tweaking and it could be the order process. We could then track the fulfillment of those orders as they become real invoices.

Currently, one quote can have one invoice as a built-in relationship. We are seeing the need to expand and/or extend that relationship from a one-to-one to a one-to-many, meaning one order (quote) could be filled with multiple invoices. The difference between what is ordered and what is fulfilled, becomes the backorders or what is still wanted.

As part of our conversation, we also talked briefly about a possible elevator pitch for sales and marketing. Here is the brief pitch - High-end software as a service (SaaS). Anything dealing with operations and accounting. We use a standard product and then allow for custom on top of that. Click here to see more info on the elevator pitch (30 second intro into adilas.biz).

https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=748&id=7089 - elevator pitch for adilas - ideas and concepts

Steve asked me to run some of the mini units ideas and options by Danny, as he missed out on our conversation the other day. We did lots of drawing, scenarios, and even some typing of what we were hoping to accomplish. Nice little brainstorming and planning session. This is kinda funny, but I was pitching the ideas on mini units like it was my current project. I kept defending certain ideas and concepts, yet nobody was defending an alternate point of view. I don't know why, but I felt like I was trying to pitch something that was being opposed and/or had a conflict. It turned out fine, just not sure why I was so motivated to get the ideas and concepts across. Kinda funny.

We ended up going into options for the mini units and how they could be tied into packages of packages (cases, boxes, crates, etc.), media/content options (specific paperwork per mini unit), and tons of options on flow for how those mini units would flow through the processes (data assembly line and flex bubble stuff). This ended up sending us on a tangent to talk about the order, invoice, fulfillment, and shipping processes. Lots of ideas about bringing things in, tracking and recording inventory, selling items internally, and also selling items externally or through ecommerce. Certain places have subs, sub processes, data entry, uploading documentation, gathering other info, etc. Each side of that story (receiving, stocking, selling, shipping, etc.) all have different needs dealing with the same mini unit or serialized items. Very interesting.

We got into what some of the reports may look like, how to find and filter the records, we also talked about bulk ways to look and match-up those extra details (serial numbers per mini unit). We got into 1-to-many-to-many-to-many relationships. It got kinda deep in places. Build what is needed to track it all the way through. Very interesting.

Steve and Sean were also talking about tracking backorders and using quotes (orders), invoices, and monitoring the fulfillment of those orders. We got into concepts of joiner tables out in database land. A joiner table is a table that creates relationships between different objects. The subject for this meeting was quotes, quote line items (aka the order), and how those were fulfilled on one or more invoices, and invoice line items. We talked about ways of using a joiner table to monitor those relationships and fulfillment needs.

Good meeting, lots of concepts, pitching, planning, and drawing.

Alan popped in and showed us all some demos on the new invoice homepage (with graphics and charts and summarized data). A couple of us saw a demo last week. Everybody else was just seeing it for the first time. We then went into a discussion on permissions and setting those per user per session. Alan was showing us some new functions and working with database access objects (DAO's). Great demo and discussion.

Wayne popped in and reported on his database migration project. He took some time and explained some of his process and also told us about some lessons learned. He spent some time talking about unit testing and doing test based or test driven design. Good stuff.

Steve and I briefly talked about Calvin and the adilas label builder. We talked about rounds, versions, and where it still needs to go. We are all on board and headed forward. It is fun to see all of the projects that are coming down the pipeline.

We have some other clients that have requested some backorder and shipping pieces. They submitted some specs and requests over the weekend. We will be looking into that project and breaking it into smaller pieces and seeing who we can get on the projects and who will help fund what parts of it. Later on in the session, I started looking through the email and attachments that they sent us. As I got deeper into this project, there may be some pieces that we could do internally (all adilas clients need) and other pieces that are fully custom. I put the ball back in their court and gave them some contact info for a couple of the developers. I also tried to lightly let them know where I could play without charging them. If it goes beyond that, I would have to charge as well. Basically, I will help my guys and do some initial stuff to get things going for free. If it goes deeper than that, I'll have to charge them as well.

Our product is kind like open source software only more of an open community software package (anybody could contribute and/or ask for something). They can't go in and make changes on their own, but they can help push things forward based off of input and seed monies. Either way, it takes time you have to pay someone to do that tweaking and/or changing.

As a side note, we are seeing more and more of a need for deeper and deeper ordering, backordering, fulfillment, shipping, manufacturing, sub routines, supply chain stuff, just in time stuff, and other operation based activities. We already have a number of those pieces, we just want to get them more built out and automated. I would really like to see some of this going into elements of time (mixing date/time values where needed) and also more of the data assembly line type methodology. Those would be my wishes.

Alan popped in and showed us some progress on his charts and graphs for some of the new homepages. I think that they will really help with some much needed look and feel for some of those primary homepages (invoices, PO's, deposits, and expense/receipts).

I went in and fixed a small validation bug and the started to work on a new joint venture non disclosure and non compete form with and for Full Circle Interactive Media.

Josh popped in and gave us a report on some things. Some of the report was dealing with a deeper need to mix and blend date and time options for discounts and being able to set things up with easy interfaces and yet be super powerful. Another part of Josh's report was dealing with education and getting clients setup correctly. Basically, there are so many settings that no one really goes in there and plays around with them. Also, another comment was that some of the settings and options were not related to their industry. They saw things like religious tax categories, stock/unit (vehicle and trailer stuff), and other non industry options. Our model is very open, but sometimes that creates a feeling that we don't fully know their business.

- Discount pricing engine and maybe even special my cart favorite buttons that are discount specific. This could be all kinds of stuff. We have also had some other requests on limiting discounting and even allowing or not allowing standalone discounts. It would also be super cool if you could duplicate discounts, clone things, and build off of existing items. Having bulk tools to help where needed.

- Here is some other research on discounts, pricing engines, and my cart favorite buttons, etc. I would like to go in this direction... https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=748&id=3666 - you could also search the developer's notebook for pricing engine, discount, or my cart favorite buttons.

- Being able to create new items based off of existing

- Being able to do global settings for different industries... basically, set up a new corp, then be ale to click special setup buttons to update and change settings in bulk. We could have multiple sub options that may be clicked. As a side note, we could also program certain themes (actual folders) and use black box technology to virtually show/hide certain buttons, fields, features, settings, etc.

- Color coding for items going low or needing to be reordered - great idea

- Room based inventory vs a location based inventory (sub levels and sub locations)

- Limiting access to all other areas and/or rooms (once again sub levels and sub locations based on permissions)

- Being able to duplicate items and PO's even quicker. Basically, a save as type option to duplicate an item. Kinda like cloning an item or starting from a known point based off of other items. Make it quick and easy based off of existing items.

- Where is all of the data located? We have tons of great data but all of our data is on specific pages and requires a page to page progression (normal web flow). Some of the other systems are starting to pull multiple data pieces into the same page (ajax and jquery stuff). Basically, putting everything on one page or a one-pager type dashboard and/or interface.

- We have had clients who want us to auto close sub packages. This may be accomplished with settings and rules. Not everybody wants the same things. That takes us into settings and such.

- What about an off line mode? When no Internet is available? What about a local instance that could be synced up later on? This is bigger than you think... If you were to go this route, this may need to be a hybrid type solution where we mix localized software, some kind of queue type system (grabbing and holding the data), and then the ability to sync up the data later on. Alan was talking about a potential risk mitigation process and the need to have companies have other plans in place incase a disaster occurs. Both Josh and Alan were talking about possible news and updates that show options such as MS Excel, setting up a hot spot based off a phone, local software options, good old paper and pencil mode. Idea from Josh - What about a local label maker... that could really help as well (small and limited scope).

- Questions on multiple location pricing. What are the price points and price breaks? This got into a small discussion on what a white label or other entity charges.

- Let's keep working on making it pretty and simple and powerful. If you could mix these things, that makes it awesome.

- People want to set it and forget it... a one time wonder or single setup.

- People want the big dumb animal pictures... super simple.

- Once you become super familiar with something... it gets hard to let that go.

- Training a client to be proficient in all areas is really tough... it comes down to training and maintenance. Keep making things easier and easier.

- We might need to make the tips and tricks and news and updates easier to get to... if people want that stuff.

We gave Josh a task of getting out some pens and paper and sketching out interface ideas and going through the discount needs. We recommended that he use the pyramid (triangle) type approach. This would be starting at the top level (corp-wide settings), then go down to groups (customer types and part categories), then go down to tiers and/or buttons (smaller groups with rules and assignments), and then clear down to the item level. We also need to take into account both includes and excludes.

Steve and I met this morning and had a good meeting. It was just the two of us. So, we ended up talking shop and strategy. We talked about some of our internal pain points and how we could get someone to help us out with those things. One of the pain points was with merchant processing solutions. We have coded to a number of Internet gateways, and that is working fine.

We have two major needs on the merchant processing level...

1. Is on the chip reader side. We have two gateways that we have coded to, but it takes a person to get people setup and going on that (light babysitting). Those solutions require both web API socket stuff and software installed on a computer. If the company updates their software, we have to recertify and no one wants to pay for that. So far, those solutions have been somewhat of a headache.

2. We need a simple Internet solution where a new merchant could be approved very easily and then they are off to the races. Currently, the Authorize.net's and USAePay (our top two gateways) have pretty deep prerequisites that the merchants have to go through in order to be setup and qualify. As they grow and mature, they may need to go to a bigger processor, but we need a really simple solution to get people started fairly quickly. We are thinking that Stripe might be the best option and/or looking deeper into PayPal or something like that. I personally am leaning more towards Stripe.

We also talked about some other internal needs and who we could put on what projects. Some of the other needs are things like:

- User guides

- How to's

- News and updates (this is biggie for us)

- Billboard sites (world building, roll call accounting, data assembly line, and others)

- Tons of other mini projects that come up

- Build out the full Adilas API sockets and the underlying documentation to make that happen. That is a huge piece of the puzzle.

We would really like to have some focused project management on both internal projects and client projects.

---------------

11:00 to 12:00 pm - Meeting with Global Design and Assembly - orders and backorders

- Not duplicating orders when something gets back ordered. They would love to enter things once and have it flow through.

- They would like a definitive answer of prices and timelines to make that happen.

- They import products and the resell those items. Lots of shipping and fulfilling of orders.

- They would like to go more paperless in the backend office (what is needed, what is ready, what has been shipped, etc.) - Currently, they are doing a lot of paper back and forth. They would like to eliminate the paper model.

- Steve, talking about a transitional PO (similar to a transitional invoice - between a quote and an invoice). This would be used for the on order/not quite inventory yet but maybe we are already making payments, etc. Steve was saying that Will Hudson (adilas developer) was going to be working on the transitional PO project. Basically, a work in progress type PO... it isn't fully valid inventory yet, but it is becoming more and more solid values.

- Jason, I think you guys would have a lot of clients who would like for a more automated backorder process.

- Steve, was talking about the existing manual process of duplicating the original PO and only pushing the backordered items forward. You don't have to build it from scratch, but you duplicate and keep pushing the ball forward. The other side to this, is you only pay for what you really get and have.

- Jason, would really like that process to happen (like magic) so that the whole story is still there but it flows through the whole system.

- Example: Say we ordered 500, you only got 300. What comes next? Do you have a small box that says, move 200 to backorder (aka a new PO) or what other options might be there.

- Small talks about ice-down dates

- On a technical side... how you do you keep cost of goods, inventory, accounts payable, and what is received and what is not received? Some of the questions go clear out to the balance sheet and how to track things.

- Just in time ordering and smaller draws... Say they need 500 total, but only want 100 now and another 100 by next week and then rest when possible. Just in time issues and some tracking nightmares.

- Technically, we may need another couple fields where we could put desired amount, shipped amounts, and backordered amounts.

- There is more of a need for time based ordering - just as, I need this on this date, and that on this other date... Basically, tying things into more of a time or schedule based environment.

- On the just in time... If someone wants 500 and you only have 200, how do you put it on the order? Do you put the whole 500 on there (this would drop your inventory by -200) or do you just do the 200, out the door, and then put the other 300 on another PO/invoice. Basically items still needed to be bought, purchased, and/or shipped.

- Warehousing and stocking shelves - excess inventory and back stock

- ecommerce type scenarios where orders are processed and managed as part of a supply chain scenario.

- Steve, was talking about companies that are proactively pulling sales from the other companies and then keeping a supply chain up and ready based on max/min re-ordering options. Once they (the other company) gets to certain level, a new order is always processed.

- here is a link for some of the older back order or backorder brainstorming from the developer's notebook.

https://data0.adilas.biz/top_secret/developers_notebook_home.cfm?q=back%20order%2Bbackorder

- Steve, was talking about the new plant move and harvesting options that they are building out. It used to be one manual process at a time. Now, they can click a button and move, kill, phase, or group hundreds and hundreds of plants at a time. The whole things was custom built and automated through elements of time, PO's, and parent/child inventory. Totally a new automated process.

- Jason, we only want what really happens to be recorded, but we don't want to lose the other details of the story.

- Brandi, we already have some custom code that helps us see what we have on hand, what has been placed on new orders, and what is still needed (don't have that yet)

- Brandi, we currently have to make a sales order, fulfill it to the level that is true, and then duplicate it and redo what is still needed. This is the current manual process. She would really love to automate that manual process and take out the possible human error (either multiple clicks and/or info that was forgotten).

- Backorders play on both sides of the fence... inbound items and outbound items... Both sides need a standard and automated flow process.

- Steve, was recommending that we see their existing processes and then make a plan.

- Brandon, we somewhat proposed a system that uses a request quantity (what is wanted), actual quantity (real values), and still needed values (backorders and/or wish list). We talked about having and showing all the fields and allowing JavaScript to help do the math, show/hide checkboxes to help automate the duplication process and pushing the virtual backorder and/or wish list forward. We would then keep chaining and flex gridding those pieces together. Basically, the same things that they are doing manually right now, but we speed it up and help to automate it.

- Steve, he loves clients who ask - Can we move this tree? I keep having to walk around it. While other clients just quietly walk around the tree every day. Sometimes those clients who ask the questions really help us move the ball forward.

- Steve, software and application are constantly changing.

- Jason, really likes to look at "scale". Can I do this? Can I do this for x number? Can I double or triple that and still be ok? Can I multiple by n (unknown number)? It all comes to scale.

- Jason, they have really used tons and tons of flex grid... It is now getting to the level where it is getting to be somewhat of a nightmare, due to the number of custom fields and where it is stored.

- Jason, process sequencing - what data (total) do we need to catch and then push to where it goes. First catch the data. Then we can display it, however we want to.

- Jason, he likes farming (talking about idea farming). But, he really like to harvest (seeing it through).

- Jason, will send up some docs on what they want done. We (adilas) will then help plan it out and get them some quotes and what not.

- Dream it up, and we'll help you wire it up.