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Adilas.biz Developer's Notebook Report - 6/1/2007 to 6/30/2007 - (35)
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Photos
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Time Id | Color | Title/Caption | Start Date | Notes | |
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AU 3126 |
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Daily Tasks | 6/2/2007 |
• On the phone with Steve going over direction and what needs to be done. • Downloading the MSAI database. |
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AU 3151 |
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Daily Ideas | 6/2/2007 |
- Fill in invoice numbers on add/edit vehicles, trailers, and toppers – check edit form - Add a box in the taxes (add/edit stores) for rentals - Also need to add a switch between % or flat rate - One is a percent the other is dollars - Remove inventory stock #6 - Fix thumbnail images on stock #’s - Add a different holder for fed and state tax withholding - Need to migrate the big customer invoice on CO for associate and Salida store. Don’t forget the payments for all invoices and payroll status. - Need to add things like Aflac or cafeteria plans or whatever to personal withholdings. Some and taken out before taxes and some are not. Talk with the accountant for more info. - Possibly add a button on the start time card that allows just a clock-in. - Need to add line items for in CR - Look into model # not passing through on special edits - Migrate deleted items with default values – need it for the company history |
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AU 3127 |
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Daily Tasks | 6/4/2007 |
• Migrating data and working on special reports and pages. • On the phone with Steve and later on helping Steve insert new code into the system. • Started working on the shopping cart section again. |
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AU 3128 |
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Daily Tasks | 6/5/2007 |
• Working on the shopping cart. • Made other changes to add/edit units and payroll stuff. • Had problems with time cards and did some checking. • Started working on quotes. |
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AU 3129 |
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Daily Tasks | 6/6/2007 |
• Went into MSAI and worked with the accountant and payroll ladies on what they needed to do payroll and what reports they needed. 10 miles. • Working on shopping cart and payroll. • Other small fixes for an associate on add/edit units. |
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AU 3130 |
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Daily Tasks | 6/7/2007 |
• Working on payroll calculations. • Added a number of fields to the payee to department table for personal tax settings. • Uploaded and tested page. • On the phone with Steve and the accountant ladies. |
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AU 3152 |
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Daily Ideas | 6/7/2007 |
- New payroll report – on payroll homepage - Individual store, payroll status, dates - From basic sold reports make sure you can get into payroll directly without using the switch to admin mode - On basic sold reports add inventory type as a drop down maybe add payroll status to the same report - Finish up the actual payment section on the payroll home page - Check the code for a manager adding a vacation time card – instead of max, max – check for open max - Switch the links around on the department home page. Also add a link on the edit page to who is assigned - Update the departments for Texas time cards - Also allow a department to be set when adding and editing a payee - On payroll, check for timecards within multiple departments. This is in case a user is switched ½ way through pay period. |
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AU 3131 |
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Daily Tasks | 6/8/2007 | • Working on the payroll calculations page. | |
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AU 3132 |
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Daily Tasks | 6/9/2007 |
• Fixing time card migration problems. • Working on quotes and shopping cart logic. |
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AU 3133 |
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Daily Tasks | 6/11/2007 |
• Working on shopping cart data and logic. • Started posting cart data into the shopping cart. • Small fixes for an associate and talking on the phone with Steve. |
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AU 3153 |
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Daily Ideas | 6/11/2007 |
- On customers – make sure the quote and sell processes are effective currently passing customer id but them asking for it later in the cart process - Trailers – floored amount doesn’t change - On the invoice/quote page for stock #’s show the profit and basis - Take off the base from custom inventory - Add main category to inventory and sold reports - Check vendors to corps and stores on PO |
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AU 3134 |
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Daily Tasks | 6/12/2007 | • Started working on invoices, search invoices, printable invoices, and invoice home page. | |
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AU 3135 |
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Daily Tasks | 6/13/2007 | • Working on the add/edit line items page for the invoices. | |
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AU 3136 |
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Daily Tasks | 6/14/2007 | • Working on invoices. Worked on add/edit invoice line items and add/edit main invoice details. | |
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AU 3156 |
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Daily Ideas | 6/14/2007 | -Entering a new part from a PO | |
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AU 3137 |
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Daily Tasks | 6/15/2007 |
• Finished up basic invoices. • Worked on payroll for invoices and verifying invoices. • Steve came over and I showed him the new shopping cart and invoice sections. We made a couple of changes and then worked on a quick income statement. |
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AU 3138 |
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Daily Tasks | 6/16/2007 |
• Working on the testing income statement cfm page for Steve. • Did some cleanup on invoice pages and started working on the migrate invoices page. • On the phone with Steve. |
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AU 3139 |
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Daily Tasks | 6/18/2007 |
• Migrating invoices. • Posting new cart and invoice files online. • Testing and getting things ready to launch. Writing help files. • Making changes and working on sales tax report. • Working on sales tax report. |
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AU 3159 |
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Daily Ideas | 6/18/2007 |
- Add lock check on verify invoice - Add a hardcoded part called Trade-In - Stock = sold - Sale price = - Total ACV = - Basis = - Total trade allowance = - Parts – sales price, cost, profit - Labor - COGS - Base - Repairs - Parts - Adjustments – allowance ACV - Labor revenue - Revenue: o Tr o To o Parts o Labor o Other - Money Type o Cash over/short - The “Unit” part # vendor needs to be 2036 not 1821 |
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AU 3140 |
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Daily Tasks | 6/19/2007 |
• Had a meeting with Steve to go over some things. • Went over code and logic for income statement. • Created a two page tick list of things that need to be done. Set a priority number to each task. • Making changes to the tick list and working on small projects. |
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AU 3160 |
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Daily Ideas | 6/19/2007 |
Tick List as of 6/19/07: - On vehicles add back in engine and transmission - Migrate old data back across - On all inventory (current and sold) reports we need inventory types - Make makes and models go inactive or hidden o Make sure they are not used “make and model clean-up” - Grand-daddy special search o Types of special searches • Inventory • Parts • Receipts • Deposits • Invoices • PO’s • Whole database • Save able reports - On current inventory report – take off base price - Add a stock search on the current inventory report - Transition to full payroll from invoices - Quotes - Report builder - Transfer tickets - Rental tickets - Update inventory PO’s - Dollar figures for parts, per vendor, per store, per corp - Automate invoicing a unit with doc fees, taxes, trade-in, verbage, signatures, etc. (automate disclaimer choices) - “my sales” for invoices including profit - Sales reports o Profit per line item o Cost, profit, percentage o By inventory type o Best sellers by inventory type - Parts reports o Usage, history, in and out reports, store, corps - Transition and tie invoices and payments into deposits - Photo management - Inventory adjustment checkbook – make sure it sold before they can use the money (look at Texas) o Admin adjustment checkbook - Inventory turn and earn o Admin - Make sure parts and labor can be pulled for payroll - Advanced invoice search and line items - Payroll - On deposits make another level for sales people who can only deposit form invoices – close the down on flexible deposit without tickets - .com clean-up - Website pulling from new database - Floorplan aging reports - Income statement - Balance sheet - Cash flow - A/R – long term - Payables – long term - Assets - Sorts on floorplan report add age sold - Printable invoice and paperwork - Stock folders – deal jackets - Print checks right from the system - Change the “like” and “exact” - Customer clean-up mark inactive – global changes - Built-in discount on parts tickets - Customer tracking and customer up log - Conversion from 3 decimal places to 2 - Make some decisions on done SS and S and Colorado - Flat taxes and doc fees per location - Make sure all files have passed final inspection and sign off - Migrate deleted items - Database clean-up and checking for dups - Do a usability study and standardize things – error, success messages, navigation, xss hacks - Check for customer history being updated for invoices o Might also need to check add_edit main invoice page - Sales between corporations - Extend the time period to paid instead of oked for payees (on internal tickets) - Create multi corp reports – inventory, sales, floorplan, financials - Application reminder – clock-in/out, checks, deposits - Build problem finder reports for non-verified expenses, invoice, deposits, and PO’s - Who’s up on a unit – this might be accomplished by the quotes o Pending flag with timeout o Date today and date in future o Notes, salesperson, etc. o Status - Special order tickets – deposits on orders - 1099’s - Security issues – see emails in adilas folder - Clean-up department heads and manager’s time clock instead of assigning a user to multi departments assign only to one and them have separate table with manager options - Overview and FAQ’s – explain how to use the application use photos, video, screen captures, general use and details - Enter new inventory via checkboxes instead of “free willy” notes |
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AU 3141 |
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Daily Tasks | 6/20/2007 |
• Working on a conversion between three decimals to two decimal places. Spent some time reworking tax calculations. • Went into town and helped some of the associates with the new site. 10 miles. • Reworking taxes and calculations. • Meeting with Steve about internal repairs and outside repairs. • Working on changes to the cart flow and making changes to Outside Repairs and Internal Repairs. Made some customer search changes as well. |
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AU 3161 |
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Daily Ideas | 6/20/2007 |
- On the money keep everything to 2 decimals - Check the cost on hardcoded parts – currently set $1.00 - Switch to “like” on customer search - D + H o Discount – 0.00 o Freight – 0.00 o Labor – 0.00 o Other – 0.00 o Rental – 0.00 o Shipping – 0.00 - Rental tickets - Switch store id .cfm - Part freight = 8 - Labor |
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AU 3142 |
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Daily Tasks | 6/21/2007 |
• Went into MSAI and worked with an associate all morning. • Entered invoices, made some changes, took notes, and helped out. • Talked with Steve about the income statement and then went over it with the accountant. • Coached some associates on the cart/invoice features. 10 miles. |
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AU 3162 |
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Daily Ideas | 6/21/2007 |
- Bring invoice date over to payment page - Set the focus on the main part field - On part search results – if 1 returns default the qty to 1.00 - Add a note on part search results – must click button - Change out the contact info to personal - Automate certain tax categories on special line items - Pull down the testing income statement .cfm - Make the income statement go live and add drill downs to the different info |
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AU 3143 |
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Daily Tasks | 6/22/2007 | • Making changes to invoices and creating the invoice sales and profit report. | |
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AU 3144 |
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Daily Tasks | 6/23/2007 |
• Backing up the MSAI database. • Working on payroll and a sales and profit report. • Also started on some payroll admin pages. |
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AU 3164 |
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Daily Ideas | 6/23/2007 |
Internal Ticket: - Invoice - Stock Revenue - Stock COGS - Parts Revenue - Parts COGS - Labor, supplies, freight, other - “Unit” - Allinv – vehicle, trailer, toppers - Invoices – parts retail and cost - Labor – retail – cost Standard Invoice: - Jimbo customer bought 1 trailer for 2000 - Internal invoice to stock #5 – total = $250 o Add to stock - Receipt outside repair o Put in a category o Charge to CHQ o Add to stock Total sales & profit |
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AU 3145 |
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Daily Tasks | 6/25/2007 |
• Working on payroll search forms and payroll admin features. • Made some changes to time clocks, invoice line items, sales and profit report, etc. • Started working on payroll and calculating payroll for parts and labor. |
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AU 3165 |
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Daily Ideas | 6/25/2007 |
-Add drop-down on edit line items page -On time clock – limit reasons – going to work or other, take off going to work |
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AU 3146 |
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Daily Tasks | 6/26/2007 | • Working on calculating payroll for parts and labor. | |
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AU 3147 |
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Daily Tasks | 6/27/2007 | • Working on payroll and being able to record correct payroll. | |
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AU 3148 |
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Daily Tasks | 6/28/2007 | • Recording payroll info. | |
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AU 3149 |
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Daily Tasks | 6/29/2007 | • Working on payroll calculations, viewing paycheck details, and meeting with Steve about invoices. | |
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AU 3150 |
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Daily Tasks | 6/30/2007 | • Showing payroll reports and printable pay stubs. | |