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Adilas.biz Developer's Notebook Report - 5/1/2009 to 5/31/2009 - (36)
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Time Id | Color | Title/Caption | Start Date | Notes | |
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AU 1361 |
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Daily Tasks | 5/1/2009 |
• Working on the grouped salesperson report. • Finished up the report and posted files online. • Working on prep for migrating parts for clients. • Research and brainstorming on new customer fields. |
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AU 1362 |
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Daily Tasks | 5/4/2009 |
• An associate drove me into town and we had a meeting together at Steve’s house. We talked about goals, needs and options. We decided that our focus will be income producing activities. “Fly the plane!” • Steve, our associate and I went out to a client’s business to see some on-sight usage. One of the ladies there is really fast and soon our associates head was swimming, she bounces from one place to another. • Small verbage fixes on the customer side of the adilas.biz site. |
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AU 1384 |
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Daily Ideas | 5/4/2009 |
System Needs - Time Frame Touch Screen Sales & Marketing Tutorials - 3-4 weeks X-Corp - 2 weeks Scheduling/Rentals - 2 weeks Paperwork - 4-5 weeks Multi-tie - 1 week Customer - 4 days Sales tax - 1 week Corp history - 1 week B.S. - 2 weeks Web Services - 3 weeks Online Stores - 3 weeks PO Requests - 1 week Manufacturing - 1 week -“Train the upcoming generation.” -Short: income producing activities. |
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AU 2362 |
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Brainstorming - Ideas on Goals | 5/4/2009 |
Ideas on Goals: IDEAS: “Fly the plane!” Put the Lord first: - No Sunday work & Sunday meetings - Home & Visiting Teaching - Temple - FHE - Scriptures & prayer Short: - Charge for companies that are using our system. - Focus on what it can do right now (slam dunks, quick in-outs) - Other web work - Current clients & semi clients - Finish up build & multi-ties for existing customers loads from current contacts Med: - Presentations, video tutorials, and standardize training - Marketing to the multitudes - Set-up a training company Long: - Residual income - Fully our of debt Time Management: - Cycle time – prospect and leads – develop More people: - Duplicate ourselves and our efforts |
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AU 1363 |
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Daily Tasks | 5/5/2009 |
• On the phone with Steve going over the game plan and new ideas. • Research on digital handy recorder. • Phone calls and emails. • Fixed the SSN and driver license flush rate from 30 days to 60 days. • Brainstormed on the corp history page. • Working on a new customer fields and tables. |
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AU 1385 |
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Daily Ideas | 5/5/2009 |
Ideas for the corp/user history report: - I need to know who did what both real (history) and effectually (what shows up that day). - I would like an Inter Corp permission (view only any corp). - It could be by the day, week, month, etc. - I need a switch between history and effectual. - I would like the ability to limit by section (Dep, PO, Invoice, E/R, B.S., Parts, Units, Vendors, Customers, etc.). - I want the report to come back counts and dollars and drill-down to details. - I need to be able to limit by user and location. - Each user will get their own look-back reports but it will be limited by user. Report type: o Effectual (what shows up for roll call) o History (what was touched) Time Period: o Daily o Weekly o Monthly o Custom Date Range ______ to _______ Location: (drop-down fields) User: (drop-down fields) Limit by Section: (drop-down fields) This is where you could choose the deposit, invoice, e/r, B.S., parts, PO’s, etc. (Maybe make this a list of check boxes) ______________________ -Don’t count voids on the effectual -Maybe make the search form one page and the results on another page. 1 – Search, 2 – grouped results, 3 – details with pagination, 4 – actual details -List of categories Categories -- Histories Additional customers - Unit Adjustment PO’s - B.S. Units - Customer Floorplan - Deposit Unit Payments - Invoice Unit subs - Parts Balance sheet items - Paycheck Balance sheet photos - Payee Balance sheet subs - Login Banks - PO Customer Contacts* - Quotes Customers - Expense/receipts Customer photos* - Recipes Deposits - Statement Deposit photos - Time cards Invoices - Multi tie-in Invoice payments Invoice photos Part photos Paycheck stubs Vendor/payees Vendor/payee photos* PO payments PO photos PO’s Quotes E/R’s E/R payments E/R photos E/R splits & subs Recipes Reoccurring invoices Statements Stock photos Time cards Title account WIP action Multi tie-in Main Categories Deposits -dep Invoices -inv Purchase Orders(PO’s) -pos Expense/Receipts -ers Balance Sheet Items -bsi Stock/Units -sus Customers -cus Vendor/Payees -ven Employees -emp Parts -prt |
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AU 2363 |
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Tech - Customer Tables Planning | 5/5/2009 |
Customer tables planning: (See scans in photo gallery) - Customer types - Customer contacts - Main customer tables - Customer log - Contact types Need to add a default for each crop. This needs to be set when a new corp is created. |
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AU 1364 |
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Daily Tasks | 5/6/2009 |
• Ordered the Zoom H2 handy recorder. • Updated the help files. • Working on a flyer for the first adilas seminar and live demo. • Worked on new customer types and temp update page for customer types. |
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AU 1365 |
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Daily Tasks | 5/7/2009 |
• Worked on the add/edit customer types page. • Also worked on the add/edit customer page. Added a bunch of new fields. |
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AU 1386 |
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Daily Ideas | 5/7/2009 |
From Post-it note: (Ideas from a contact) -Preload US zip code database on all entries -Corp wide settings on layaways and quotes require a customer -Set a user setting to default back to cart mode corp level -Discount categories and related to sales |
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AU 1366 |
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Daily Tasks | 5/8/2009 |
• Went in to town to deliver adilas seminar flyers. • Helped a client with finding problems with bank statements. 20 miles. (lots of running around) • Working on customers and contact. |
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AU 1387 |
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Daily Ideas | 5/8/2009 |
From Post-it note: -Add $ on history -Each user gets their own stuff for free but the main thing will be a permission -On corp settings – we might want to include default tax categories and mark-up types and values (this deals with parts and PO’s) |
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AU 1367 |
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Daily Tasks | 5/9/2009 |
• Working on the add/edit page for additional customer contacts. • Prep for phone call to a client. Looked at their bank stuff. Spent 1.5 hours on the phone with them. Went over bank stuff, Amex deposits, and what direction they need to go in. Sent an email as follow-up. • Worked on some major changes to the customer history and customer log pages. • Standardized links and navigation. |
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AU 1388 |
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Daily Ideas | 5/9/2009 | -www.lynda.com – great source for online learning of concepts and applications. Use technology to show technology. | |
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AU 1368 |
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Daily Tasks | 5/11/2009 | • Went with an associate in to town to try some cold calls. We visited a number of different places and had some good brainstorming sessions. 15 miles. | |
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AU 1389 |
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Daily Ideas | 5/11/2009 |
Some notes from various businesses visited: -Point of Sale new and dump to Q.B. Transitional invoices with rafts and frames. -?’s cost of goods, inventory, showed little interest, using QuickBooks, lot of inventory, custom work -No interest -Might attend seminar -Left flyer with employee, gone for a week -Should be there A D I L A S - Bridge gap - Brand new o Accounting and operations systems for any size business. o Operations based - Track – anything that you want or need to track - Server Based – no software to buy – EVER - Monthly fees – no contracts - Bridge Gap, better than – QuickBooks, Quicken, Peachtree, Microsoft Money ______________ -Ask ?’s -Who does your books? -Locations? -In current system, what holes do you recognize? |
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AU 1369 |
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Daily Tasks | 5/12/2009 |
• Working on the adilas training flyer. • Posted flyer online. • Worked on customers and customer log files. Got stuck on some Java Script stuff for the customer log. |
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AU 1370 |
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Daily Tasks | 5/13/2009 |
• Working on the adilas training flyer. • Posted flyer online. • Worked on customers and customer log files. Got stuck on some Java• Spent a couple of hours playing with the new Zoom H2 handy recorder. Did a few recordings and scanned/read the user manual. • Worked on customer logs and showing customer settings in cart mode. • Uploaded new changes, files, and database stuff. Script stuff for the customer log. |
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AU 2364 |
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Notes - Customer Term Settings | 5/13/2009 |
- Customer term & settings - Terms - Credit Settings - Receivables 1. If credit limit is less than current receivables plus cart – do the math - Cart total - Warnings: 1. If receivables are over the credit limit 2. Over Limit By: ____________ 3. If receivables plus car will go over limit 4. Remaining on credit limit: _______ 5. Pmt needed: ________ |
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AU 1371 |
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Daily Tasks | 5/14/2009 |
• Added help files for customers. • On the phone with Steve going over payables. • Started working on the advanced customer search. • Went out to a client’s house to work with him on adilas stuff. Set up his scanning options and started working bank reconciliation. Ran into some problems due to payments made by cash but numbers didn’t match. 15 miles. |
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AU 1372 |
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Daily Tasks | 5/16/2009 |
• Working on a client’s stuff. Adding bank statement scans and fixing a problem with an expense/receipts that was before the starting bank date. • Worked on a new report to help find bank date problems. • Worked on the advanced customer search. |
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AU 1373 |
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Daily Tasks | 5/18/2009 | • On the phone with Steve going over leads, ideas and the outline for the adilas seminar. | |
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AU 1374 |
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Daily Tasks | 5/19/2009 | • My third, little daughter was born today. | |
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AU 1375 |
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Daily Tasks | 5/21/2009 |
• Emails, phone calls and prep for adilas seminar. Rebuilt computer stands, made agenda, and other prep work. • Went in to town. Got the projector from the church. Went over to Steve’s house. Setup the projector and had a meeting with Steve. An associate came over and we started playing with the computer and wireless settings. We had the adilas seminar and did a demo from the ground up. We used a brick and mortar candy shop as part of the demo. I think that helped the folks who were there to see the process. We had 10 people at the seminar. Good meeting. After the meeting, we hung around and chatted and talked about potential. 10 miles. |
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AU 1376 |
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Daily Tasks | 5/22/2009 |
• On the phone with Steve going over option for persons who could help us. Talked about paying people to help us knock doors and hand out flyers. Also talked about using Steve’s TV to show demos and do training. Added some Java Script for the customer log. • Went in to town to meet with a contact. We talked adilas business for quite some time and talked about theory and flow. 10 miles. • Working on the advanced customer search. |
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AU 1390 |
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Daily Ideas | 5/22/2009 |
From Post-it note: (ideas from meeting with contact on 5/22/09) -Rework flyer for June 11th seminar -Perfect for small business or the entrepreneur -Packages starting at $50 per month -Add more features to the flyer A/R’s, A/P’s, P&L, quotes, invoices |
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AU 1377 |
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Daily Tasks | 5/23/2009 |
• Finished up the advanced customer search and added pagination to the page. • Went in to Steve’s house and tried to hook up his TV to a laptop. Did some training for him on the new customer features. 10 miles. • Working on help files for new customer searches. • Checking code and signing off on pages. |
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AU 1391 |
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Daily Ideas | 5/23/2009 |
-Add a filter on bank helper report -Add all quotes for customer as a link -On very bank report check e/r sort options - pmt date -On very bank report add the main e/r data as well -Do the one to one verify pmt to verify main e/r -Do a mini version of the history report, include the basic 5 – b.s., dep, PO, e/r, & invoice |
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AU 1378 |
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Daily Tasks | 5/25/2009 | • Working on signing off on code and adding a special verify main expense/receipt if a payment gets verified for the same amount. | |
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AU 1379 |
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Daily Tasks | 5/26/2009 |
• Working on the rounding error on PO’s and invoice line items. • Also checking the max capacity on int(10) 4,290,000,000 (ish) and decimal (9,2) +/- 9,000,000,00(ish). |
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AU 1380 |
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Daily Tasks | 5/27/2009 |
• Working on rounding error on PO’s and invoice line items. • Added the quick search id to the session scope. • Added the reference # search for parts. • Posted files online. • Ran the update page for extended cost and price fields. • Tested files online. • Emailed an update to Steve. |
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AU 1381 |
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Daily Tasks | 5/28/2009 |
• Working on a default deposit type for sales deposits. • Worked on the reconcile bank report. • Changed verbage on the reconcile bank page. • Posted files and updated help files. • Did some brainstorming on the “flex grid”. • Allowed session quick search type to flow on to the main homepage. • Added quick search options for recipe/builds and user-maintained balance sheet items. |
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AU 2365 |
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Brainstorming - The Flex Grid Tie-In | 5/28/2009 |
- Ideas for the “flex grid tie-in” – 10 x 10 (x 10) - The word “flex grid” means that it is a dynamic user-maintained additional link and/or relationship. “Flex” is the 1-many part, “Grid” is the organized part. Basically, it is a multi-tie-in from any item to any other item(s) or as a standalone 1-many from a single main item. - The 10 x 10 part deals with two different things. The first 10 deals with the Major players in the adilas system. 1. Deposits 2. Invoices 3. PO’s or Purchas Orders 4. Expense/Receipts 5. Balance Sheet Items 6. Stock Units 7. Part Id or Parts 8. Customer 9. Vendor 10. Employee/User - Maybe it should be a 10 x 10 x 10 grid or cube - The next 10 deals with possible fields to hold extra data and values. In the background we will keep the field names very basic. We will also allow the corporations to create their own naming conventions for the field names or titles. Basically, each of the 10 major players will have 10 custom fields to hold data in. Of those 10 data fields, they can each be named something completely different. All in all, we are allowing 100 custom fields, 10 per each main player, each with a custom name. - Each record will also have notes, a date, an amount, history fields and flags, date/time stamp, who created it, and a tie-in to the main. A couple of other options might be status, show/hide, admin only, printable/non-printable, etc. Also what type of relationship is it and location. - Along with the flex grid itself, I really want all of the other links and relationships to show up when a single item is selected. Basically, who is my brother, sister, parent, child, and who am I holding hands with. This is like duct-tape and bailing twine for all of the application pieces. |
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AU 1382 |
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Daily Tasks | 5/29/2009 |
• Posted files for B.S. item quick search. • Brainstorming and working on the flex grid tie-ins. • On the phone with Steve talking about balance sheet watchers and reports to help find problems with data. Also talked about the flex grid and what we want to do with it. • Working on flex grid tables and names. |
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AU 2366 |
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Tech - Planning for the Flex Grid Tie-In Tables | 5/29/2009 |
Planning for flex grid tie-in tables. (Please see scans in photo gallery) Flex Grid Tie-Ins: 1. If the flex grid exists on the top of everything, how do I get to it? How do I search it? - Need a flex grid homepage with links to manage dynamic naming and field titles (admin) - Need a two-part flex grid search i. Choose the app type ii. Query the database and show dynamic fields for that type. Show the main search form. 2. If we allow a quick search of the flex grid, what would that take (a 10-way like search)? Also, if we found more than one section (results), how would we show that and maintain the dynamic title values. - I guess we could do 10 different searches (queries for each main app type) and then loop over the app types and check for a positive record count 3. When adding a new flex grid – we either need to be on the main object (pass the id and type through the URL) or select what main object to tie it to (select app type & main id). - Once we have the main, pull in some general info so that the user can make sure that the correct main item was selected. - Query the database and dynamically populate the other (dynamic titles) fields. 4. When showing assigned flex grid items, show other relations first (already in the system) and then the flex grid. I would also like the ability to show just the flex grid items. It may also be nice if we could select which flex grid items to show on a standalone report. Be able to save as a pdf. 5. It would be nice if we could use a single page for add and edit modes. It would also be nice to show details for all 10 main items on the same page. |
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AU 1383 |
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Daily Tasks | 5/30/2009 |
• On the phone with Steve going over flex grid, options and where we are headed. • Working on the flex grid. |
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