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Adilas.biz Developer's Notebook Report - 5/1/2012 to 5/31/2012 - (39)
Photos
Time Id Color Title/Caption Start Date   Notes
Click to view time photos.
AU 794 Daily Tasks 5/1/2012   • New help file for the add/edit expense/receipt page. Posted new files that allow the expense/receipt to get the main, the line items and the payments all on one page.
• Added a new graphic to the help page for the adilas quick search and posted the files online.
• On the phone with Steve going over things. We talked a lot about help files and new changes.
• More work on build and hold recipes.
• Fixed an error message for stock/unity and floor plan payments.
• Small fix for an advanced invoice line items search and an invoice type of transfer. The transfer invoices use a line item based search vs. a normal invoice usually searches the main invoice location.
 
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AU 795 Daily Tasks 5/2/2012   • Emails, tech support and small tweak to the add/edit customers page.
• Added an edit customer link to all customer add/edit actions.
• Added some Java Script to help focus of select certain pages.
• Went in to the University to visit with a lady about accounting theory and what not. Looked around the University (dreaming of potential options). (20 miles)
 
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AU 820 Daily Ideas 5/2/2012   -We had a request to show a transfer report with the total cost that either left or was transferred to each location. The advanced invoice line items search – searches the main location but not the line item location – small disconnect, just for transfers.
-We have had requests to have reoccurring expense/receipts and ability to duplicate an expense/receipt.
-I need the “roll call” page and virtual reflexive side of the flex grid.
-Lean, just in time, continuous flow, eliminate waste, ease of entry, precision and accuracy, flexibility, pull and all good stuff!
-What if you look at things from a user’s view – does that change the “why”? How? An associate and I were talking about ergonomics and production. What re the human components? If things are multiplies what does that do? Standardization helps flow. Teaching the “why” helps downstream customers or other employees. Distribute the work flow! Easy repetitive steps and processes.
 
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AU 796 Daily Tasks 5/3/2012   • On a lengthy but good phone call with a user going over PO’s, payments, expenses and payables.
 
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AU 821 Daily Ideas 5/3/2012   -What about dates on line items – most of our financials are pulled based on dates, types and tie-ins. What if we opened up those line item dates and were then able to virtually go back in time, be in the present and be in the future. We would need to take into consideration pre-payment, post payment, what happens over time and how do we virtually map back to what it was, is or will be.
 
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AU 797 Daily Tasks 5/4/2012   • On the phone with a user going over payroll and employees. He seemed to get it and the “tutorial” for the day went pretty well.
• On the phone with another user going over a few needs on the stock/unit side for invoices, shopping carts, etc.
• Email answers and basic tech support.
• On the phone with Steve going over the game plan. We spent a lot of time talking about upcoming projects, sales reps, teaching and education and general theory. We want to be able to add the order status to PO’s, be able to duplicate PO’s, show the “roll call” page and the reflexive side of the flex grid. We want to be able to add the watchers and feeders to the balance sheet. We want the hybrid balance sheet items, the stand alone declarations, the reoccurring payment, the …. tons of stuff. We also talked about doing it one step at a time and remembering the cause and effect relationship stuff.
• Brainstorming ideas and recording them in my notebook.
• Worked on a tax re-calc problem and bug in the shopping cart.
 
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AU 822 Daily Ideas 5/4/2012   -On the alternate price label – we had a request to use the last vendor from a PO as the vendor name on the label. This won’t hurt anything but may help users who are doing homogenous inventory items.
-The global parts mark-up took needs an option to be able to update in bulk and by individual item; maybe as simple as a switch. Show results in bulk edit fashion or individual edit fashion.
-Idea for my cart favorites:
o What if the current user doesn’t have any but at least one user (and only me user) does have some. What if we default the user to that value so that the user automatically gets to use those other cart favorites as their own. Then it almost becomes a system default set of my cart favorites. This would eliminate some click for the user.
o Another idea is to show the other users (if more than one) who have cart favorites. Help save the users a step.
o The above is true with the view only permission – either default to that other person’s favorites or show a list of who has what and let them choose.
o This still deals with my cart favorites but deals more on a one by one setting. What about being able to store custom tax settings per button? Just an idea.
-We need more pre-loaded items to cart for stock/unit sales. This is from the location add/edit page.
-Add a shipping location to the locations – this could have a switch that says, if shipping address is different, click here or some sort of verbiage. This would then need to show up on printable PO’s and PO’s saved as PDF’s.
-The vendor/payees may need some place to put terms, notes, etc. This may end up helping to calculate a due date for the items.
-On printable PO’s or somewhere in that section – it may be nice to have a direct link to the vendor’s email address. That way you could email a vendor without copying and pasting into an address field.
-Steve had a client that wanted an option to do direct callings. Basically, take a phone number and pass it off as just a number (after some clean-up) and allow the dialer to make the call.
 
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AU 798 Daily Tasks 5/5/2012   • Quick email to a customer about doing payroll.
• Working on the tax calc for non-taxable items. I had to soften the response and let it still record the extra tax title fields but not the physical taxes.
• Made a couple of small tweaks to the stock/unit sales process.
• Uploaded the new changes for the tax calcs.
 
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AU 799 Daily Tasks 5/7/2012   • Recording ideas from our sub-contractor. They dealt with calculating change due on the apply payments section, showing transitional invoices on the receivables page, automating the roll over from transitional invoice to customer invoice and showing sales by location on the sales and profit (daily/weekly) reports.
• Emails and phone calls.
• On the phone with Steve going over a couple of options and talking about new changes that are needed.
• Quick fix on the start cart page. Passed up the old add item page and went right to the view cart page.
• Checked into an email problem on adilasuniversity.biz server.
• Worked on the, forgot password and contact support pages. Somehow the email system wasn’t working.
• Working on Java Script for the advanced add to cart page. Kept adding code but I needed to figure out the goal first. The code is quite complicated on that page.
 
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AU 823 Daily Ideas 5/7/2012   -On apply payments to invoices – there is no option to help calculate change due. That might be nice if dealing with a single invoice or something simple like that. Basically, if everything gets paid off, put the change due on the last invoice.
-On transitional invoices – the roll over from transitional to customer invoice is a manual process. What if, just an idea, we helped roll out the rollover and automated the flip once the invoice gets paid off. This could also be tied to a corp-wide setting that says something like auto finish transitional invoices when paid – something like that.
-On the sales and profit reports (daily/weekly reports) – we had a request to do a location specific break-down. Basically, what are all of my stores doing today – show the breakdown on the bottom if all locations and more than one location exists.
-Show the transitional invoices on the bottom of the receivables homepage.
-On start cart – take out the choose item page on start-up. Go right to the cart.
-When we get to stand alone declarations – Steve and others thought that it could be cool if we could set the dates to a calendar year (virtually 12/32/xx) or a normal real date. Basically, real values and then CPA adjusted values. The secret is the non-specific single date but a general off the normal calendar date (if needed). That’s getting way out there.
-We have a need to be able to add a 2nd vendor/payee to expense/receipts. Say for instance, I owe Chase Bank (visa card) but I bought things from Wal-Mart. One is for the payable san the other helps to classify or sub-divide the expense.
-On the my cart favorites page – we have had requests to show who the current cart is for and what is the total amount.
 
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AU 800 Daily Tasks 5/8/2012   • Basic bank work.
• Fixed the Java Script on the advanced add to cart page.
• Updated the code on the advanced edit cart line item page.
• Posted files and updated the help files.
• Emails and phone calls.
• Set up an appointment to meet with a contact up at USU (Utah State University) about concepts of adilas. The meeting is set up for Friday 5/11.
• Read over and worked on Steve’s page. Made sure that things worked correctly.
• Lots of new tweaks to the advanced customer search page.
• New URL vars being passed.
 
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AU 801 Daily Tasks 5/9/2012   • Working on Steve’s business’ page.
• On the phone with Steve going over new requests and direction. We talked a lot about internal cost clean-up, stand-alone declarations and expenses.
 
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AU 802 Daily Tasks 5/10/2012   • Quick fix on the add/edit expense/receipt page. Took off the checkbox to show the first line item info and pre-selected a location if available.
• Working on pulling quick inventory reports and brainstorming on ICC’s or internal cost corrections. These are location specific and date specific cost changes.
• On the phone with Steve going over changes and directions.
• Working more on Steve’s business’ page. Finished up the page and posted the files online.
• Sent a copy of the file to Steve with a not saying that his first page was up and online.
 
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AU 824 Daily Ideas 5/10/2012   -By way of a note – I had to fix some Java Script on the advanced add to cart page, it was quite technical. At first I just started in on it, I didn’t keep track of what changes I had made, I had to start all over again. I kept better track the second time but I still didn’t have an actual plan in place. I went to bed discouraged because I didn’t really have a plan or know what I wanted. The next morning, I didn’t even look at the code; I went right to paper and recorded goals for what I wanted to get done. I then opened up the code and got to work. The difference was the goals and/or plan.
-On elements of time – it would be nice if an element of time could span multiple days. It can already do that in the data and details, it just needs to show that on the calendar view and time slot view.
-One of the advantages of going with adilas is “piece of mind”. It will hold exactly what you put in to it and will return exactly what you put in to it. It doesn’t add any contrived variables – it is a very realist and an actual real time look at what is going on.
-Deposits may need to tie to expenses at some point. PO’s may also need to tie to customers at some point.
 
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AU 803 Daily Tasks 5/11/2012   • Went in for my appointment at USU with the man who had received the Shingo Prize. He seemed very nice and interested in what we are doing. He had me also meet with IT guys. He had interest in scheduling and CRM functionality. Out of all of them, he was the most positive and forward thinking, he seemed like a great guy. (20 miles)
 
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AU 804 Daily Tasks 5/14/2012   • Emails and a new logo for a company.
• Rep checks
 
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AU 805 Daily Tasks 5/15/2012   • Finishing up flex grid tie-ins on rep checks.
• Working on build and hold recipes.
 
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AU 806 Daily Tasks 5/16/2012   • Tech support for a user with a credit card issue.
• Finished up the build and hold logic and did some code sign-offs.
 
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AU 825 Daily Ideas 5/16/2012   -We had a request to bulk manage our user to permissions. Another option might be to copy or something like that. One way you could do this is list a permission and then show all users under that permission. Either show a checkbox that is checked or an empty checkbox. The page would be super long but it could show all relationships at a single time.
-I read a story about a teacher who, at one point, stopped teaching reading, writing and arithmetic (math) and started teaching children. Where is our focus? Is it on the system or the concepts or the procedures? Maybe we want to teach people to think – act for themselves, be willing to reach out and accept responsibility. Teach people not subjects.
 
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AU 807 Daily Tasks 5/17/2012   • Writing an email about the customer tax settings.
• Tech support and emails.
• Customer upload for a company.
 
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AU 808 Daily Tasks 5/18/2012   • Online getting state tax withholding guides (PDF docs) for Louisiana, Georgia, Virginia, Utah and Idaho.
• Added new logos for companies.
 
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AU 809 Daily Tasks 5/19/2012   • Tech support and small emails.
• Customer upload for a company.
 
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AU 826 Daily Ideas 5/19/2012   -We need a grouped daily summary report. It should have a structure similar to one of the company pages with little sub sections and mini grouped reports broken up by main application types.
-We had a request to help connect the customer tax setting with the cart. This is somewhat of a can of worms but a simple warning message during checkout could help a great deal. Basically, we don’t want to automate things because it gets too crazy but maybe we could help prompt or warn in a nice way.
 
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AU 810 Daily Tasks 5/21/2012   • Prep for Adobe Acrobat 9 class for BATC (Bridgerland Applied Technology College).
• Customer migration for a company.
• Emails and tech support.
• Working on a new logo for a company.
 
No po photos available. Click to view time details.
Adi 347 E/R's - Idea from Sandy - Default Payment Type 5/22/2012   She uses the ACH payment type most of the time.
 
No po photos available. Click to view time details.
Adi 348 E/R's & Vendors - Idea from Sandy - Default Expense Type 5/22/2012   She had the same idea we talked about years ago ... have the vendor set to a default expense type.
 
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AU 811 Daily Tasks 5/22/2012   • Went in to town to teach an Adobe Acrobat 9 class at BATC. The class went well and I had 7 students, we covered quite a bit in a 4 hour block. (20 miles)
• Emails, tech support and a new logo for a company play site.
 
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AU 812 Daily Tasks 5/23/2012   • Bank work.
• Quick information message if taxes are withheld on a customer that has a non-tax category setting. This deals with cart checkout process.
• Worked on duplicating a PO
 
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AU 2247 Brainstorming Duplicating a PO & PO Types 5/23/2012   Duplicate a PO:
- Maybe add the word split – not right now
- Any PO including a voided PO
- One page wonder
- Main info at top, line items next
- Allow for manual or auto calculate of the PO total
- On line items, either lock or show both request quantities and like quantities. This needs to check the master… if live and never was a request, don’t allow requests. If a request, don’t allow for live, etc. Then again maybe we just open it up and let the users do what they want.
- We do need to check for permission if PO is other than a basic live or basic request… remember update PO’s, internal build, and special requests an special live.
- On the success message… add a link to the master, reduplicates, or view new
- When creating… check for any request quantities… if yes mark as was_po_request. Actually… match the master was request setting.
- Open up extended costing fields… use auto as a keyword or allow for new values. Use the extended so we can back into the costs and include a rounding error if any.
- We need a way to skip or don’t use a line item… this could be a check mark or leave the fields blank
- Along with the skip option… we need a select/deselect all check box
- We are not doing any chaining at this point… this may be a future project, AKA… linking PO’s together (brother/sister, parent/child, etc.)
- The goal is one, function & two, speed
PO Types: Id = name
1. Dummy
2. Basic Live
3. Update
4. Internal Build
5. Basic Request
6. Special Request
7. Special Live
 
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AU 813 Daily Tasks 5/24/2012   • Price changes for a company.
• Upload parts info for a company’s play site. Lots of new items and part categories.
• Watched Steve’s videos on YouTube.
• Working on the duplicate PO process.
• On the phone with Steve going over videos.
 
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AU 814 Daily Tasks 5/25/2012   • Small tweak to the working with time page. Added links to the daily calendar page, daily time slot and daily groups.
• Worked on the duplicate PO process and action page.
 
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AU 815 Daily Tasks 5/26/2012   • Working on the duplicate PO action page.
• Finished up the duplicate PO section. Signed off on code and started working on help files.
• Launched new code.
 
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AU 827 Daily Ideas 5/26/2012   -Graphic idea for teaching bout parts and inventory counts. Think of “cubby holes” for each part number. The items come in on one side (PO’s - in) and leave on the other side (invoices - out). When you get multiple locations involved, it vertically stacks the “cubby holes”. (Each level is a location.)
 
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AU 816 Daily Tasks 5/28/2012   • Updating help files for build and hold recipes.
• On the phone with Steve going over the build and hold recipes and the duplicate PO process. We also talked about showing updates for users and using global elements of time to do so.
• Basic business stuff.
• Made a small tweak to the PO line items page.
• Added the bulk flip quantities link to the top of the page.
• I also added a line item quantity multiplier to the duplicate PO page.
 
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AU 817 Daily Tasks 5/29/2012   • Shoe inventory for a company.
• State tax calcs for Louisiana.
• Emails and tech support.
 
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AU 828 Daily Ideas 5/29/2012   -On the barcode, advanced form, make a note about where each field goes. Top, middle, bottom left, bottom right, etc.
-What about creating a barcode to help with all main items. The user could then do a quick search on anything that they needed.
-It would be pretty cool if we could duplicate elements of time. This could be a simple copy or duplicate or a deep copy or duplicate. Basically pull all options to a single page and allow for any changes in bulk, including show/hide subs, or changing dates and changes and times in bulk. This could be pretty powerful!
-On elements of time – we need to show “spans” or multi day events. This could also show “spans” overtime.
 
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AU 818 Daily Tasks 5/30/2012   • Working on Louisiana state tax calcs.
• Finished up Louisiana and started Georgia.
 
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AU 819 Daily Tasks 5/31/2012   • State tax calcs for Georgia.
• Finished up Georgia and did Virginia.
• Posted new tables and files online.
 
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AU 829 Daily Ideas 5/31/2012   -We had a request to allow transfer invoices to be shown on the mini invoice format so that the receipt printers may be used. Currently, only the normal printable invoice format is used on transfers.
-On the help files – it might be nice for us to link or show related help file links – interweave the help files.
-Also on the help files – it might be really cool to add some graphic and links to YouTube videos.