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Adilas.biz Developer's Notebook Report - 5/1/2014 to 5/31/2014 - (56)
Photos
Time Id Color Title/Caption Start Date   Notes
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AU 2298 Daily Tasks 5/1/2014   • Emails and tech support.
• Went in to Bridgerland to work with the developers.
• Worked with a developer on the vendor gallery section.
• Worked with the other developer on some new ways of using the media/content server for job costing and stock number documentation.
• Worked on help files for the media/content project. Also helped a developer work on the employee/user gallery pages. Good progress is being made. 30 miles.
• Went over the Cache Business Resource Center for the weekly demo. It was just my sister and I so we did a Q & A (question & answer) session. She wanted to see some of the new features and progress on the media/content server and being able to save custom reports and button's settings. We also talked about future demos, training, and marketing ideas. Good work session.
 
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AU 2324 Daily Ideas 5/1/2014   User’s guide vs. Dreamer’s guide
- List of functions (top level)
o Once clicked show photos and options (sketches – please see scan in photo gallery)
o Sub functions
• Once clicked, show videos, photos, etc. This is on the detail level.
- I liked the idea of the Dreamer’s guide!

-On photo galleries & media/content galleries… add reciprocal links back and forth between add/edit photo galleries and add/edit media/content galleries. Pass similar tie-ins back and forth between the pages.
-On media/content pages…. We need ways to search for photos and media content based on player groups from the sub homepages. Most pieces are searched by individual, this would allow us to show them by group. For example: Group level is on all invoices. The individual level is on invoice 100 or invoice 550 (single vs. groups).
-Add links to the media/content homepage from the interactive map and the my favorites interfaces.
 
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AU 2781 May 2014 Monthly Recap 5/1/2014   This month work continued on two big projects: the adilas media/content server and the adilas API. An exciting step occurred for the adilas API this month as we started transacting with Full Circle Interactive Media. A 3rd party solutions page was created in adilas which will allow users to see current options available through the adilas API. This area of adilas will see lots of continued growth and provide more and more options to adilas users.

The last 2 photo galleries were finished this month, completing the photo galleries for all 12 of the main application players in adilas. The Washington DC payroll tax withholding's were completed. Within the last few months even more custom projects have started occurring. Quite a few of these custom projects were started this month such as: the shopper app, bulk statements, showing customer logs on the calendar and web, and many others.

Lots of brainstorming has gone into packaging and RFID tag tracking needs. Adilas is planning to call this, “Sub Inventory and Cost Controls”, and are working for a solution that will result in perfect costing. There are many industries that will be benefited by this feature and we are excited to see it progress and become available through adilas.

*We hope you are enjoying the adilas developer's notebook! Please utilize and explore the vast search capabilities of adilas to find more information throughout the developer's notebook. For further questions, or help, please feel free to contact us at: support@adilas.biz.
 
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AU 2299 Daily Tasks 5/2/2014   • Emails and tech support.
• Went in to Logan to meet a new possible intern. We met up at the USU Business Building. We chatted and talked a bit and then we talked options and what we have to offer to interns. I said we have time, experience, and projects to offer. We talked some adilas concepts and I gave him a light HTML quiz. He seems really nice and will be starting next Monday. 30 miles.
• Went to a park and recorded notes and ideas into my notebook.
• Went over to a developer’s house. We worked on and finished up the photo galleries for vendor/payees and employee/users. Those were the last two galleries to get all 12 main application players to have photo galleries. That is exciting!
• Recording notes and emails.
• Adding URL options to the advanced media/content search page and reports. This will help with pre-filtered drill-downs and history links.
 
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AU 2325 Daily Ideas 5/2/2014   -Change all of the default web service links to the shop folder vs. the old web services account and site. This will bring the web services piece back under the adilas umbrella. When we do this, make sure and update the main adilas.biz site. There is a link that says “search web inventory”. This may require a corp-key look up.
 
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AU 3690 Planning - Media/Content To-Do List 5/2/2014   To do list of the media/content server:
1. Help files on all servers
2. Add URL options to the advanced search
3. Add links to:
- Nav homepages (map, classic, my favorites)
- History homepage
- Photo history homepage
- Customer home (id = 8)
o Gallery
o Add/edit photos
• Blank folder gif
• Filed folder gif
• Menu size icons
• Sm
• Med
o Add/edit photos action
o Log
o Add/edit main
- Invoices (id = 3)
o See above
- Quotes (id = 13)
- Vendors (id = 9)
- PO’s (id = 4)
- Parts (id = 11)
- Stock/units (id = 7)
- Deposits (id = 2)
- Expense/Receipts (id = 5)
- Employee/Users (id = 10)
- User-maintained BSI (id = 6)
- Elements of Time (id = 12)
4. Show on history reports
- Effectual
- Historical
5. Maybe create a small image for documents. Both more on default and yes, options, use a folder.
6. Update permissions
7. Reread pages and sign-off on code
8. Tighten up sub permissions based on app types. This may get pretty deep. Think about a view only user looking up employee content… bad news.
9. Piggy back on the photo gallery section

History Stuff:
- Use app type id
- Use app type name – “Media/Content”
- Sort id = history id
- Hist date time = hist date time
- Main id
- Media id
- Hist flag = flag
- Main date = media date
- Main info 1 = media name
- History person payee
- User histories
- Sub type = media hist

Permission ids:
- 137 = basic
- 138 = view only
- 139 = admin

Possible URL Vars:
- App type id
- Cat 1
- Cat 2
- Cat 3
- Duration
- File type id
- From date
- Main id
- Media name
- Mode – required “passed”
- Payee id
- Rating
- Reference id
- To date
 
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AU 2300 Daily Tasks 5/3/2014   • On the phone with a developer going over stock/unit settings for GPS tracking. We also talked about custom shipping options inside of adilas. Both are customer funded projects.
• Emails and tech support on RFID tags and package controls.
 
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AU 2326 Daily Ideas 5/3/2014   -Media/content and photo galleries need to be buddies and piggy back on each other. This deals with placement, access, and results. They don’t have to share pages but make it easy to switch between the different things. Different buckets!
-New idea for in-line custom code… What if we added a custom code look-up right at the top of each page. If yes, we could do a dynamic include to run additional logic or provide custom output. Basically, the page names would be standardized but the code could by dynamic. For example, the view cart page could look and check for custom code. If found, it would run that code as if it were the actual view cart page. That way all of the existing links could work but the logic and output could be specific to a certain company. If no custom code is found, it would run just like normal. This could be done for any page in the system.
 
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AU 2301 Daily Tasks 5/5/2014   • Emails, recording expenses, and recording notes.
• Emails, tech support. Updated the first stock field in the all inventory table for stock/units. The new field size is 15 characters vs. the original 5 characters.
• On the phone with a developer from Salida. We talked about ways to pull in custom code and custom include files. We added a custom code look-up to the web add to cart page. This is only the first of many such possible includes.
• On the phone with Steve going over projects and funding.
• Helping another developer get his head around the way the adilas web API works. Light research and helping him get started.
• New logo for a company.
• The new intern came over for his first HTML training class. We went over basic HTML stuff to get him started. He was picking things up pretty fast. Good session. His is a new adilas intern in training.
 
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AU 2327 Daily Ideas 5/5/2014   -On the custom include files (custom in-line code) we added a check for pages with a specific corp id number associated with a page. This may not be the long term solution but this is what we did. Here is an example. Say the normal page was called view_cart.cfm. We would create a new file and call it view_cart_999.cfm, where 999 was the specific corp id for the corporation. We added a look-up on the top of the page. If yes, meaning we found the custom code, we would do the include and then abort or stop the page processing. If the custom code wasn’t found, we just kept processing the existing page.
 
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AU 2302 Daily Tasks 5/6/2014   • Reviewing notes and notebook entries.
• Working on icons for the different data levels on the GPS core graphic. Other graphic work on the GPS core graphic. Trying to add some color.
• On the phone with Steve and the developer in Salida talking about a custom mini app for retail check-out using iPads, barcode readers, and eCommerce orders (quotes). The conversation then went to how do we control access, API settings, and 3rd part plug-ins. We talked about internal features, hybrid solutions, and how to monitor and control those pieces.
• Adding a new update to the news and updates page stating that all of the 12 main player groups have photo galleries. Light tech support over the phone to different people.
• The new intern came over and we installed ColdFusion on his laptop. We started talking about HTML forms and then URL variables inside of ColdFusion. Fun session.
 
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AU 2303 Daily Tasks 5/7/2014   • Emails, monitoring servers, and recording bills.
• Spent some time working on the adilas third (3rd) party solutions page. This is where we will showcase and allow our customers to see who and what products we offer. Or better yet, what products are offered by outside 3rd party vendors.
• A developer and I also got on a couple conference calls with adilas clients to go over custom needs and project requirements. We talked with a client out of Texas about a custom project for Statements and doing them in bulk. We also talked with some clients from Colorado about their custom API request. Good conversations all the way around the board.
• Worked more on the 3rd party solutions page.
• The new intern came over and we did some training on ColdFusion and passing form scope values to different pages. He is having fun.
 
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AU 2328 Daily Ideas 5/7/2014   -We had another request to block changes to customer names. Basically, a customer existed and somebody changed the name of the customer. They then couldn’t find it and added a new customer. We have had this request before.
-We have also had a request to be able to do statements in bulk. A client out of Texas is interested in funding this project.
 
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AU 2304 Daily Tasks 5/8/2014   • Copying the master database and setting up the new laptop. Did two new play site logos. One for a cleaning service and one for an Attorney site. Also did 3 new logos for a client out of Colorado. Posted all logos online.
• Went in to Bridgerland to work with developers and interns. Worked some with a developer and looked at what he has going on with a Hazmat company. Lots of custom wiring and skinning the interface.
• I worked with the other developer on getting a quote ready for doing a custom API integration.
• I worked with an intern on the User Guide and on doing data entry to help document web pages and API settings.
• Worked with the new intern on ColdFusion forms and such.
• Installed new programs on my laptop and did some work on the web/API documentation section. Posted a couple of new files online and gave an intern some files to start working on. 30 miles.
• Went over the Cache Business Resource Center for the weekly demo. My sister and I chatted and I showed her all of the new toys. We went over 3rd party solutions, new projects, and projects that are still in the wings. We had a couple of people online and they had questions about inventory updates, web services, and API sockets. We had a good discussion about business to business mapping and interactions. Good stuff.
 
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AU 2329 Daily Ideas 5/8/2014   -Web services are like roads between servers. OR….
-The socket analogy for API connections. (adilas developer). Things that “plug in” to the API socket. Wall socket or API source – it could be anything as long as it can plug into the socket. API or API Socket – Application Programming Interface. (Sketches in notebook – please see scan in photo gallery)
 
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AU 3687 Tech - Path off of the Root Directory 5/8/2014   Paths off of the root directory
- Database updates
- Developer
- Extras
- Fliers
- Flyers
- Public
- Shop / web components
- Top secret / java script
- Web
- Web / web api
- Web / web cfc
 
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AU 2305 Daily Tasks 5/9/2014   • A developer came over to my house. We worked on his first custom quote for the API socket for a client.
• Lots of email tech support.
• Started checking sales tax calculations for Arizona. Had a tech support request to check things out.
• Checked more sales tax pieces and even made an Excel spreadsheet and an Adobe PDF document to show calculations and work.
• I had a number of phone calls and tech support questions come in. Fixed a help file for the tax calcs.
• An intern came over and I helped him get more files to document inside of adilas.
 
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AU 2330 Daily Ideas 5/9/2014   -We had a request to help transfer my cart favorites between users. So, what happened was, someone setup all of the my cart favorite buttons. That person doesn’t work there anymore and now the owners want to transfer ownership of the existing buttons to someone else. Interesting twist.
-As a note on my favorite buttons… Maybe allow them to be generic or unassigned. This would allow anybody with permissions to update or edit the unassigned buttons. This would allow for generic corporation buttons vs. just “my” cart favorites that are only tied to one specific user.
 
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AU 2306 Daily Tasks 5/10/2014   • Recording notes in my notebook from the past couple of days.
• On the phone with a developer from Salida. He is doing some custom work on a shipping project for a client using adilas eCommerce. We went over code and flow for his custom include files. Fun stuff.
• Working on an update page for my cart favorite buttons. This page will change button ownership between users inside of a corporation.
 
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AU 2331 Daily Ideas 5/10/2014   -We need to circle back around on update PO’s and being able to pay them off. We ran into a problem with a negative PO amount. Think this through before just jumping. (Force pay the PO & then enter a normal expense. You may need to flip the sign on the expense.)
-On this next training session… It may be really fun to do laser focused training scenarios. Do a full process and then circle back around to go over extras, logic, concepts, and hints and tips.
 
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AU 2307 Daily Tasks 5/12/2014   • Updated the button ownership for my cart favorite buttons between different users as part of a tech support ticket. Other emails
• Going over code from our Colorado developer for a client and some custom code shipping per item. Lots of review and making comments. Phone calls and tech support.
• Pushing up new custom eCommerce code.
• Helping a developer post and update all servers to be able to handle Washington DC payroll withholdings.
• Emails and tech support.
• Working with the intern on forms, variables, and if statements. We went over his homework and then went deeper into forms, drop-downs, params, variables, and conditional logic 101. We also lightly talked about validation.
• Email response back to other adilas developers.
• Working on the approved 3rd party solutions for adilas clients. This deals with custom skins, API socket/connections, and other solutions. Sent an email and graphic screen shot of the new 3rd party solutions to the guys at Full Circle Interactive Media. I will be working more on this tomorrow.
 
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Adi 859 Mock-Up for Adilas World 5/13/2014   This element of time contains a mock-up of the adilas world site. The attached PDF is from a phone call between Brandon and Steve about options for the adilas world site.

View the PDF document for the mock-up.
 
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AU 2308 Daily Tasks 5/13/2014   • Working on a graphic mock-up for adilas world. Prep for a phone call with Steve.
• On the phone with Steve going over concepts and ideas for the adilas world site. Great planning session. Lots of custom projects coming down the pipelines. We need to be ready!
• Exporting proof images for the adilas world site. Added the PDF to the adilas content server. Created an element of time #859 inside of adilas to hold the PDF mock-up. I can’t wait to get the content server up and fully integrated.
• Working on customer API socket/connections for 3rd part players and business solutions.
• Building the pages to store custom API settings for companies.
• The new intern came over and we worked on more Cold Fusion training. We worked on if statements and conditional logic stuff.
 
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Adi 860 Custom Code - Lush Lighting & New Age 5/13/2014   Lush Lighting wants Pay Pal as a payment. Matt 574.250.6633

New Age in Edgewater (Jeremy) 512.420.7550 wants a solution to clocking in and out at midnight. Please quote. - On 5/13/14 Brandon called Jeremy and told him about the magic switch to help timecards roll over past midnight. The secret is the "work shift" on the payee to department section. If you flip the shift to "grave", it will automatically roll over the timecards from day to day. This functionality is only available for the graveyard shift.
 
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AU 2309 Daily Tasks 5/14/2014   • Working on look-up and security settings for the web API calls. Added look-ups for usernames, password, payee id look-ups and tighter validation on server names and IP addresses. Also added a method to record a history note upon successful usage of the web API socket/connections.
• On the phone with a client. She had a weird deal that needed some help with flex grid tie-ins. It was dealing with a customer who bought a trailer, got funded, returned the trailer, got a new trailer from a different dealer, and then the bank reversed some of the funds. Definitely a job for flex grid tie-ins. We got it all done and she is good to go.
• Testing new changes and settings on the backend web API calls and connections.
• Finalizing new settings, pages, and functions. Posted files online and did some light testing. Updated help files and checked new pages.
• Uploaded code and tested on all servers. Processed payment for a client’s API down payment. Sent them an invoice and API instructions for the Full Circle API socket. More work on the API test page.
• The new intern came over and we worked on ColdFusion variables and basic if statements. We did some validation and I showed him some snippets and code hints. He is catching on pretty well.
 
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AU 2332 Daily Ideas 5/14/2014   -We had a request to be able to add flex grid tie-ins to the shopping cart at build time. Currently, they (flex grid tie-ins) may only be added after the fact. However, it might be cool to add them while in the cart and then have them be assigned or applied on checkout or on saving a cart. Just a fun idea.
 
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AU 2310 Daily Tasks 5/15/2014   • Emails and small tweaks to API pages. I had the bolts too tight. Had to loosen things up a bit. It was blocking our normal transactions.
• On the phone with a contact from Full Circle Interactive Media going over the current pieces for the custom API integration. Good meeting.
• Went in to Bridgerland to work with interns.
• Reviewed notes and did email stuff. Saw a really cool video about the creativity process of Rodney Muller (pro street skater) and how he has refined some of the standard tricks inside of skateboarding. Very inspiring video. I got it from an email from Adobe Creative Cloud.
• After that, I helped a developer out with a small custom project that he is working on for building statements in bulk. Mostly dealing with logic and flow.
• I then worked with another developer for a while. He showed me the wizard-type interface he is working on for a hazmat company. He is using Java script, AJAX, and JQuery stuff. It is looking pretty cool.
• Then after lunch we went through a sign-off process on the web submit to cart page.
• One of the developers took all of the in-line API calls and put them all into functions. This deals with eCommerce and accepting credit card payments. He and I did the same process inside of adilas a couple months ago for the internal shopping cart. This eCommerce piece already existed, it just need to be updated with new code vs. older in-line API calls. Basically, all of the credit cart API calls are encapsulated into smaller functions that can be reused over and over again. That is awesome.
• After working with this developer, I helped out the new intern on an assignment dealing with if statements. We spent quite a bit of time charting and using the whiteboard to get the flow chart down for our assignment. Good stuff. 30 miles.
• Went over to the Cache Business Resource Center for the weekly demo. My sisters were there. We started out with API sockets and connections. We talked a lot about server to server traffic. Lots of good stuff coming. We then did a small demo for my sister and tried to answer her questions. She had some great questions and was able to catch a glimpse of the vision. Great session.
 
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AU 2333 Daily Ideas 5/15/2014   -On the API, we may want to move the IP checks to individual pages. We could then use some of the other fields to even limit or block IP addresses.
-API socket/connections: More on the wall socket analogy… what if you had a surge protector graphic… Then show all of the things that could be connected to it. Think of the possibilities…. (Sketches of a wall outlet or a power strip – please see scan in photo gallery)
-“Sometimes you have to leave people alone so that they can learn (to learn).” – Rodney Mullen – Adobe Creative Cloud video.
-On a similar note – Maybe God wants us to learn how to learn by letting us struggle a bit. He is still there but maybe we have to be left alone (out of his presence) so that we can learn.
-My dad wanted me to check out a product called “Citrix Share File.” It is a media and file management system on a large scale.
-I think it is interesting that media/content and files are holding more and more weight. I’m almost thinking that they, media/content and files, might end up being the next main player group to go with our other main 12 player groups. Very interesting!
-The glove analogy – adilas intern: This relates to in-line custom code and special include files to get at or process custom code. Basically, the glove is the same (virtual page) but what goes inside of it may change. (Sketches – please see scan in photo gallery) – (Glove – same for everybody – page of code. Hand – variables or custom – custom includes to code)
 
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AU 2311 Daily Tasks 5/16/2014   • Went in to town to meet with a couple of guys from Bridgerland. My dad setup the contacts. The first appointment fell through so I just worked on logos. 30 miles.
• Had a demo with a gentleman at Bridgerland Applied Technology College. My dad set it up and we had a great meeting. We went for 2.5 hours non-stop talking about the 12 business functions that we do. We flipped into multiple corporations and showed data, reports, functionality, etc. He had some great questions and I think we answered most of them – at least for this go around. Towards the end of the demo, the main Information Technology Specialist sat in and asked a few questions. We had a lot of fun and I think that both guys really enjoyed the demo. My dad was there for the entire demo. Today was his birthday and he was willing to spend the whole day with me. That is awesome! Thanks dad!
• Recording notes and rereading some other notes. Went to a local park and updated my notebook.
 
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AU 2334 Daily Ideas 5/16/2014   -My dad – “This cloud software can handle 85-90% of any business. Any need, anywhere, any way you need it!” This is how my dad introduced adilas as he was talking to his friends at Bridgerland. It was fun to watch him work.
-Digital media/content tied to eCommerce. This seems to be a pretty big need out there. I met a guy today that asked about this kind of tie-in. I’ve had a number of other requests for similar type pieces. eCommerce and media/files.
-Function over fashion… That is awesome! At the right time, it will be super fun to add that fun GUI (graphical user interface) level. I’m excited about that! Yee haw!
 
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AU 2312 Daily Tasks 5/19/2014   • On the phone with Steve going over new and upcoming projects. We talked quite a bit about packaging, RFID tag stuff, and how both invoices and PO’s play into the game. We also did a GoToMeeting session to work on a package and RFID tag search.
• Emails and tech support.
• My brother came over to meet with me. We talked about upcoming projects that are dealing with graphics and how he will play into these projects. We went over his portfolio and talked about the adilas world project.
• On the phone with a developer from Salida. He is working on an iPad app for sales. Good stuff is coming.
• The new intern came over to work on ColdFusion training. We spent the whole time on if statements and nested conditional logic. Lots of flow charts. I also talked with him about a bid for more custom API work.
 
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AU 2335 Daily Ideas 5/19/2014   -Ask people to help provide updates for the news and updates page. Idea from my wife.
-On the media/content reports… Make sure that the corp-wide settings are in place for the application player assignments.
-On packages and package controls… what if we made it part of the incoming PO or internal build PO? Maybe add a new line if searching for an item. That allows for more options. I’m thinking that we will want the new link to show up on the same page as the normal item search results page. Currently, there are links to view usage, add as a basic line item, or add as an advanced line item. I’m thinking that we need to add a new link for add line item (basic or advanced) as part of the package or RFID tag group. This option would have a couple more options to help with packaging.
-Some of the packaging options might be: quantity, cost, price per, total price, description, expiration date, creation date, etc. As a note, we need to be able to handle these package subs as a group (bulk) or on an individual level. Basically, I’m thinking of a one-to-many relationship between PO line items and package line items.
-The sub package line items could then show up on the different parts and item detail pages. So, to recap, the package subs would be a sub of the PO line items instead of a sub of the actual item itself. It would still show up on the item detail page but it would come from the sub of the PO line items page. That is an interesting twist. I may need to think this out more, but that is where we are headed right now.
 
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AU 2313 Daily Tasks 5/20/2014   • Emails, phone calls, API questions, fixed a graphic for a company, talked with a developer about his bulk statements creation process, and recorded some additional notes about packaging. I am seeing a bigger and bigger need to get the API pieces up, documented, and available to any outside users, ASAP. This is where things are headed.
• Setting up new laptop with files and printer drivers.
• On the phone with my brother going over ideas and such. He was helping me with some life coaching stuff. I took a number of notes from our conversation. See notes later on (below).
• The new intern came over. We did a two hour ColdFusion class. We worked more on if statements and conditional logic. We then started into variables, lists, arrays, and structures.
• Updated the news and updates page. Added a payables link to the receipt photo action page.
 
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AU 2336 Daily Ideas 5/20/2014   -Maybe take some custom jobs and let Steve and David take out some reimbursements for a couple of months. Just an idea to help with funding.

Notes from a phone call with TJ (my brother):
- Maybe increase rates 10-15% across the board. This could help fund future growth and development.
- Instead of saying that, that our program is free… may say that access to our API socket is free. This would allow for new apps and new products. Basically, open up the business platform. A platform is something that you can build on or stand on.
- Use adilas world and help people sell their own products and services. This takes the pressure off of us.
- Get out of the way and let people come in!
- You know enough!
- Does it have 4 wheels and a motor? That’s enough for now!
- Don’t worry about all of the documentation. That can come later on as needed.
- Sometimes when you buy an app online, you have to figure it out as you play with it. Learn as you go.
- My job is to work on and to expose all of the main pieces. Some of the custom jobs may need to be done by other developers.
- There will be plenty of distractions along the way. Stay focused on the goal!

-People want to be involved in things… Help people to get involved and start playing the game.
 
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AU 2314 Daily Tasks 5/21/2014   • On the phone with Steve going over new changes and how these things fit together. We spent the entire first hour talking about packaging options. We are going to be changing that name to “Inventory & Cost Control” or “IC Control”. Basically, we are planning a new “zipper” between bulk and individual widget inventory control. See below for more notes.
• Setting up new email accounts, phone calls, and planning.
• Recording notes in my notebook dealing with inventory and cost controls.
• A developer came over and wanted to see what we were up to. Did a light review and showed him some of the upcoming projects. Went over a couple of API socket calls and called on an upcoming project. Started to work on a quote for a temp agency to record employee hours.
• Working with the new intern on lists, arrays, and loops. We made some scratch pages and played with functionality. Good session.
 
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AU 2337 Daily Ideas 5/21/2014   Notes from a phone call with Steve about Inventory & Cost Controls:

- This is a one-to-many model for how inventory & cost controls could be put into place. 1 = one, infinity sign = many. 5 level sketch of inventory cost controls – please see scan in photo gallery for the sketch with details.
- The goal is to get perfect costing. This is the ideal or the dream!
- Inventory control and cost controls are two huge pieces of this puzzle. Why not put the values together and call it what it is? We came up with “Inventory & Cost Control” or “IC Controls” for short. (Add the word sub in front)
- Part of the goal is bridging the gap or “zippering” up the gap between bulk inventory tracking and specific or individual item tracking. They are two different monsters.
- “You have the model – use it!” – An adilas consultant talking about rules and assignments.
- Build your own rules for discounts, conversions, prices. Then assign those rules as needed. Basically, use the my cart favorite smart group rules and assignments to help with other pieces of the puzzle. Open up the rules and assignments to get at the underlying functionality.

- Requirements for the inventory and cost controls (packaging):
o Sub of PO and invoice line items
o Unique unit of measure per sub piece
o Associated quantity – this could be set or dynamic
o Custom description options
o Pricing options
• Default to current price
• Custom or special
• Tie to a my cart favorite button or smart group button with tiered pricing. Maybe think multi-button assignments.
o Expiration date – allow to be used or skipped
o Bulk and/or single
o Be able to create an auto batch or package number.
o How tight is the package? Tight, rigid, open, or loose.

- On the part categories, allow them to have babies or be nested. This could be a one-to-many relationship. Make it as deep as needed.
- On conversions… maybe allow per item or per smart group level options. We may want to go up a level and then do rules and assignments to help handle conversions. Think about smart group buttons. Rules & assignments.
- Discounts may also need to be at the smart group level. Think about building your own rules and assignments. Most discounts are done in the cart mode. Build the logic accordingly.
- We may need some RFID tag tracking options on the main elements of time or on the sub inventory and cost control tables.
- We need dynamic naming for batching, packaging, lots, groups, and other sub inventory and cost controls “IC Controls”.
- The settings may need to be tied to the master time template inside of elements of time.
- Future project and idea for job costing for elements of time… What about using “pools” to hold inventory for jobs and/or customers. Maybe just hold it and then show it as reserved. This is assigned customer inventory but maybe not yet billed out or invoiced.
- On the sub inventory and cost controls… allow for auto numbering, unique barcodes, set number ranges (help do multiples at a time), or allow for manual entry.
- Allow sub boxing and/or packaging of other packages. This could be RFID tag tracking or putting a number of specific sub items into a box or crate. Think nesting dolls or bigger pieces holding known smaller pieces. This is stacking and stacking. This needs to be part of sub inventory and cost controls.
- Use barcodes and/or RFID tags to tie everything together.
- Keep the work load as small as possible. Remember, the goal is perfect costing and virtually zippering things up between bulk and individual widget inventory control. Good stuff!

- Internal builds may become even more important – being able to track specifically all of the smaller sub pieces. We may end up using barcodes to create internal build PO’s.
- What about “build and build” recipes. This was originally going to be part of the recipe to add to a stock/unit. What if it could also be used to create packages of packages. Full on manufacturing.
- On sub inventory and cost controls… Pull the PO number, cost, and RFID tag number to the sub table. Use the PO line item as a one or master entry. The sub inventory and cost controls will be a one-to-many from the PO line items. See diagram (box drawing) a couple of pages back.
- The secret of the sub inventory and cost controls is breaking the bulk entry (a single PO line item) piece into smaller pieces of data that contain conversions, quantities, costs, prices (somewhat variable), and special tracking numbers. This almost goes from process accounting (bulk flow) to discrete accounting (sub details). Interesting.
- I’d like to create a payment page for the package tag stuff. Ask users and companies to help move that project forward. This would be an invoice payment page that gets assigned to an invoice and multiple people could help contribute. Basically a community funded adilas invoice. That would be pretty cool!
 
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AU 3691 Brainstorming - Packaging & Packaging Controls 5/21/2014   Ideas on packaging & making packaging controls be a sub of PO line items:
Phone call with Steve (see scan & flow in photo gallery)
1 – Vendors (1)
2 – PO’s (1 &many)
3 – Line Items – PO (many) – sub category bulk or single – “instances”, time – 1 or many
4 – Items
3 – Line Items – Inv (many)
2 – Invoices (1 & many)
1 – Customers (1)

Packaging/Requirements:
- Pull PO, cost, & RFID
- Unique unit of measure
- Quantity
- Pricing
o Default to current
o Special price
o Tie to a button – maybe multi
- Custom description
- Expiration date (skip or use)
- “You have the model – use it!” – Consultant on rules & assignments
- Balance between bulk vs. individual items
- Discounts on the smart group level
- Build your own rules
- Based only off of shopping carts have to be in shopping cart to use buttons
- Bulk and/or single per item or per smart group level
- Conversions
- Unlimited with price breaks
- Sub items (?)
- Tiered pricing per item
- Maybe create conversion on the smart group level – rules & assignments
- Auto create batch number
- Part categories having babies
- Ho tight is the package? Tight or loose
(Maybe leave (a few of these) alone for a bit)
- Perfect costing is the dream
o Internal cost corrections
o Internal cost control
o “internal inventory & cost control”
o Abbreviations: IICC or IC, “IC Control”
o Full name: “Inventory & Cost Control”
- Zipper between bulk and individual widget inventory control
- RFID tag field on the main element of time or sub per line
- Smart group conversions
- Smart group discounts
- Open up rules & assignments
- Barcode for unique item
- Batching, packaging, lots, groups, IC control
- Dynamic naming
- Settings tied to master time templates
- Job costing on elements of time – pools & inventory on hold pull it back into the job
After the phone call:
- Serialized widgets auto numbered or set ranges… allow both if needed
- RFID tag or boozing and crating a number of smaller items or details
- Keep the work load as small as possible
- Use barcodes to tie things together
 
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AU 2315 Daily Tasks 5/22/2014   • Installing drivers and setting up POS (Point of Sale) hardware on my new laptop.
• Went in to Bridgerland to work. Spent quite a bit of time recording notes from yesterday’s conversation with Steve about “sub inventory and cost controls”. I added the word “sub” today. It just felt better to refer to that topic as a sub or a sub of the normal bulk tracking level. I also started to catch the vision a little bit better about how RFID tags and packages or packaging work. Definitely a switch to discrete accounting vs. process accounting. As a note, discrete means separate, distinct, or individual level. 30 miles.
• Recording more notes about where we are headed.
• Added some code to the main create invoice button to stop multi or double clicking. Posted files online. Added new fields to the main customer table for opt in/out for emails and text messages.
• A developer came by and we worked on a couple of quotes for custom API socket access. We used the whiteboards there at Bridgerland to work up the quotes. He was having fun and was really getting in to it. He did really well on the phone talking to the clients. Good stuff.
• The new intern came to Bridgerland to work with me on more training stuff. We worked on arrays and structures. He had fun getting in to cf eclipse as a new code editor for him. We set up some code snippets and he was having fun with the new tool. Great session.
• Went over to the Cache Business Resource Center for the weekly demo session. My sister and I used it as a work session. We talked flow, updates, ideas for training, and I built a small graphic to help show the relationships between PO’s, invoices, items & parts. We then expanded the model to include sub inventory and cost controls. We then went through a number of small scenarios to illustrate the concept and theory. It was a good day for some of the sub inventory and cost control pieces. Lots of breakthroughs and seeing how elements of time needs to play as the bigger wrapper and/or babysitter of both big (macro) and small (micro) levels. Lots of object lessons and scenarios. We had fun going big to small and small to big. Everything made a wrapper of sorts that is based on time.
 
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AU 2338 Daily Ideas 5/22/2014   -Focused training – prep it, mini bursts, and then circle back around for more options. Basically sandwich the training. Make the meat in the middle more concise or brief.
-Let our users know what to expect regarding the sandwich training model. We’ll prep it, go through it, and then circle back around.
-My sister shared a thought at our demo night… The Lord shares His burden and His load. We are invited to participate (do His work) and in turn we are helped.
-On a similar note, my brother TJ said something like – God gets His work done through His people. He gets His people done through His work.
 
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AU 2316 Daily Tasks 5/23/2014   • Emails and tech support.
• Worked some more on the sub inventory and cost controls graphic that I started last night at the demo session with my sister. Added some colors and drew one-to-many relationships between the player groups. Posted the image online. See media/content id #64 for the graphic image.
• Tried calling Steve to show him the progress. He has a presentation next Wednesday with the state.
• On the phone with the Salida developer. He had some tech questions. Talked about flow and future upgrades to the eCommerce shopping cart section. He would like us to put the cart logic into (cfc’s) components to help with custom and reuse needs. Everything seems to be headed toward custom.
• Emails.
• On the phone with a client. She had some payroll questions and other tech support questions.
• Recording notes.
• Added code to create a new field “external alternate id” number for each main player group. We have a custom job coming up that we need to link our system players to outside id numbers (business to business transactions).
• The new intern came over and we worked on structures and complex data structures.
• On the phone with Steve going over news and updates. Lots of neat things going on. I showed him my mock-up graphic on sub inventory and cost controls. We talked about our developers and what projects they are working on. Lots of really cool things both coming and in the wings. It is exciting!
• New logos for companies.
 
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AU 2339 Daily Ideas 5/23/2014   -Steve and I were talking about commissions… We currently only pay commissions to reps and consultants. It won’t be long and we will be paying commissions to developers and designers for custom skins, code, apps, and other features. That is kind of cool to think about.
 
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AU 2317 Daily Tasks 5/24/2014   • Reviewing notes from the past couple of days. Lots of neat things going on. I’m so grateful that I have some of this stuff written down. There is no possible way to remember it all. Recording all of this information is part of my job and I love it!
• Working on the show customer log on the calendar feature. Going back through code that was started back in mid-April. Working on the show customer log on the calendar as well as show customer log on the web options.
 
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AU 2340 Daily Ideas 5/24/2014   -If you need to wrap something … big or small… Time is a good choice! Objects and data over time or objects and data wrapped in time. I may start using the “wrapped in time” phase more and more.

I read a great speech today. It was from a Navy SEAL Commander. The speech was given at the University wide Commencement at the University of Texas at Austin on May 17th, 2014. The speaker’s name was Naval Adm. William H. McRaven, Ninth Commander of U.S. Special Operations Command. Here is a break-down of what he said. I really enjoyed the article.
1. Make your bed. Complete at least one task every day.
2. Find someone to help you paddle. (Someone to help you)
3. Measure a person by the size of their heart, not the size of their flippers (shoes).
4. Get over being a sugar cookie (imperfect) and keep moving forward.
5. Don’t be afraid of circuses (failure).
6. Sometimes you have to slide down the obstacle head first. (Take a different approach)
7. Don’t back down from the sharks.
8. You must by your very best in the darkest moment.
9. Start singing when you’re up to your neck in mud.
10. Don’t ever, ever ring the bell (quit).
-Great advice for all of us to follow. I enjoyed the article.
 
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AU 2318 Daily Tasks 5/26/2014   • On the phone with the Salida developer. He was showing me his iPad shopper App for an adilas client. Very simple but it should do the trick to help with clients scanning their own items and then submitting it to a cart.
• Setting up email stuff on my new laptop. Small emails and tech support stuff.
• Working on the show customer logs on the calendar and on the web options.
• Started working on the elements of time homepage to show/hide customer logs and follow-ups.
 
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AU 3692 Brainstorming - Customer Logs on Calendar 5/26/2014   -Showing customer logs on the main elements of time calendar
o Calendar
o Time slot
o Group
o Details
o 4 different views
- Separate or inter mix or somewhere between
- Pass the params around as needed. Page to page
- Simple or complete
- URL & FORM show logs – “yes” or “no”
 
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AU 2319 Daily Tasks 5/27/2014   • Went in to day one of the adilas training session. Great class and the students were awesome! We had my sister, my mom, and another faithful attendee in Cache Valley for the adilas trainings. All of these guys have been to multiple training sessions. The entire class was on an intermediate level. One of our reps from North Carolina joined us online at different times. We talked demos, vision for the future, and different scenarios. We talked about photo galleries for all of the players, media/content and files, systems, API sockets/connections, etc. We also talked about adilas world, 3rd party connections and services, sub inventory and cost controls. We talked a lot about packaging and how that will play into the features that are needed. 30 miles.
• Ordering a new SSL (secure socket layer) for the adilas content server.
 
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AU 2341 Daily Ideas 5/27/2014   -“We have a unique problem – It is not managing expectations, it is helping them (our users and clients) know that it is possible. “ Quote by an attendee at the May 2014 adilas training course.
 
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AU 2268 Design Flyers by Dave Forbis 5/28/2014   These are a number of different flyer options that were created by Dave Forbis. The goal is to have the graphics get the attention, then some verbage to help educate the users, and then get them lined up for a demo. If we can show them what we have, they will catch the vision.
 
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AU 2320 Daily Tasks 5/28/2014   • Installing the new SSL for the media/content server.

• Went in to Bridgerland for day two of the May adilas training course. We uploaded a number of marketing images and graphics that a class attendee had made (he is also helping with some adilas marketing ideas). See element of time #2268 in the adilas university site. We talked back and forth about the concepts and how to get things (people and objects) to work together. We did some basic accounting work and talked about relationships.

After lunch, we took the interactive map and split it up into different sections. Each person then reported and/or presented on what their part of the map did. It was crazy to see how every section either pulled from or was connected to the other sections. After the map graphic, we then went to the GPS (Global Positioning System) core graphic.

We talked about flow and virtual feeders. We also talked about content or files. We decided that media/content and files were kind of like one of the main 12 player groups but may even be bigger than the player groups. We decided that we need a link to the media/content homepage right from the center or hub of the system. After the GPS core graphic, we used the plates and cups graphic (virtual buckets and how we store data and create objects). We went through a number of scenarios and mapped things out in the bucket model. At the end of the day I worked with a developer on getting him into the API socket model for his first custom project. He got half down as a retaining and startup fee. 30 miles.
 
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AU 2342 Daily Ideas 5/28/2014   -Media/content works from the center out. It is another feeder. It is, and/or could be, a system all of its own. Media, content, files, and digital pieces are kind of special.
-Use a file or a folder icon for the media/content options.
-Maybe add a list of all of the homepages from the middle logo or hub of the GPS core graphic.
-We need to fix the error message on the edit photo caption. It wasn’t very clear. I didn’t know what it meant. Maybe we could add a counter for the caption, we could add more validation and even trim a submitted value to make it fit.
 
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AU 2321 Daily Tasks 5/29/2014   • New logo for a company.
• Emails.

• Went in to Bridgerland for day three of the May adilas training. We had a full day work session. To start off with, we had my sister driving the mouse, my mother and the other class participant helping to look for things, and me helping to lead the discussion. We went through four months of balance sheet reconciliation on a play site. We popped in and out between the balance sheet, user-maintained balance sheet items, history homepages, and sub reports and details. Great exercise and lots of learning going on.

After lunch, we went over accounting flow and what feeds each section. We used the interactive map to draw relations and relationships. The last half of the day we went over tracking petty cash, bank transfers, reimbursements, multi-location inventories, transfer invoices, settings, updating inventory accounts, loss and shrinkage, and other high-level inventory options. We had a great time and had great participation from my sister, my mother and the other class participant. Great class!

This class (and the entire 3 days of training) was one of the funnest trainings yet. Most of that was due to the students, the questions, and the interactions. Awesome class!

• Emails and a phone call with my brother about editing training videos. I’m really hoping to get some of the new training videos out to the public to help us spread the word about adilas.
 
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AU 2343 Daily Ideas 5/29/2014   -Small answer to a prayer – “Set the table, the Lord will provide.” I’m not sure where that quote comes from, but it helped me out to get an answer to my prayers. I’m very grateful for a loving Heavenly Father that cares enough to give answers and small tastes of peace so that we can keep going. What a blessing!
-When we get to the interactive training part of adilas… show just in time mapping on the interactive map according to dates. Show the flow and the options or decisions. Maybe even show possible phantom paths or lines for other choices or decisions. Build things as they are needed.
-We need to check on the cost of goods sold for transitional invoices. They may not be showing up correctly. This deals with balance sheet look-up’s based on invoices that may not be fully completed yet. This is a known issue and hole. We just need to get in there and detail it out a bit.
 
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AU 2322 Daily Tasks 5/30/2014   • Took off the info for the May training courses from the main login page.
• Small update for a spelling error on the expense/receipts.
• Added a customer log link to the apply payment action page.
• Posting new files online. Recording expense/receipts.
• On the phone with my sister and my mom. Going over the summer training schedule for the summer.
• On the phone with Steve going over options and updates. Lots of fun things in the wings.
• Tech support and recording bills.
• Emails, phone calls, and a new custom label for a client. The custom label was setup underneath the custom document management system. The label and mappings will show up under the main view cart page.
• Recording notes from the last couple of days of training. Transferring notes from post-it’s to my notebook.
• Recording expense/receipts and answering emails.
 
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AU 2344 Daily Ideas 5/30/2014   -For the summer months… we may just skip the big three day training sessions and do just the weekly training sessions. Crazy schedules and commitments.
-Maybe offer some of the classes as open Q&A (question & answer) sessions. This could also be done for some of the demos.
 
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AU 2323 Daily Tasks 5/31/2014   • Working on some new fields for the customer database. Cascading new fields to different pages. The fields are the last date modified, opt in/out for email blasts and text messaging info. These are fields that have been requested by Full Circle Interactive Media – a 3rd party vendor that does email and text message blasts to help with marketing.
 
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AU 2345 Daily Ideas 5/31/2014   -I had the idea to not only add the packaging or sub inventory and cost controls to the community funded projects, but to add or put up multiple community funded projects at the same time. If people wanted, they could help pick and choose what projects they want next. Having multiple projects could help us say, this is where we are headed, who wants to help us play and how fast are we going?
-On the community funded projects… maybe start using the “ideas & sharing” section on the interactive map.