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Adilas.biz Developer's Notebook Report - 8/1/2007 to 8/31/2007 - (32)
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Photos
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Time Id | Color | Title/Caption | Start Date | Notes | |
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AU 3185 |
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Daily Tasks | 8/1/2007 | • Working on fixing and testing page code for MSAI. | |
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AU 3186 |
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Daily Tasks | 8/2/2007 |
• Check page code and signing off on pages. • Helped an associate with an email problem. |
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AU 3187 |
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Daily Tasks | 8/3/2007 |
• Checking page code and signing off on pages. • Changed payroll calculations and changed sales tax report. • Uploaded files. |
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AU 3188 |
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Daily Tasks | 8/4/2007 |
• Writing help files, testing pages, and updating managers about new changes. • Checking pages and signing off on code. |
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AU 3189 |
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Daily Tasks | 8/6/2007 |
• Working on page code and signing off pages. • Added checkboxes to help reconcile bank statements. • On the phone with Steve. • Went into MSAI and worked on payroll problems. 10 miles. • Working on changes to payroll and posting files online. • Tested and updated help files. |
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AU 3212 |
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Daily Ideas | 8/6/2007 |
-Any parts including internal tickets -Check sales and profit report for special -Add a commission pay period to calculate payroll -Add quick links on commission stuff 1. New sales report 2. Pending report ? – When pulling managers we don’t get old pending units |
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AU 3190 |
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Daily Tasks | 8/7/2007 |
• Working on payroll drill-down reports. • Went into MSAI and worked with payroll and accounting ladies on payroll functions. 10 miles. |
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AU 3213 |
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Daily Ideas | 8/7/2007 |
-Special sold report for payroll would be nice to show payroll notes. Also add monies, trade-in, and paperwork -Check to see if I can pull in old left field invoices and units on payroll. Maybe add a special filter to allow old ones to be pulled in. |
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AU 3191 |
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Daily Tasks | 8/8/2007 |
• Working on invoice advanced search for main invoices, line items, and invoice payments. • On the phone with Steve and small changes to income statement. |
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AU 3192 |
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Daily Tasks | 8/9/2007 |
• Finishing up the code sign-off and testing the invoice advanced search pages. • Posted files and created new help files. • Went in to MSAI and talked with about the new sales process. • Fixed some payroll calculations for the accountant. • On the phone with Steve going over the ideas for a new sales process. Many of the ideas came from one of the sales associates. |
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AU 3214 |
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Daily Ideas | 8/9/2007 |
Trailers: 1. Driver’s license (copy) - Check address and phone - Basic 2. How do you want it registered? 3. Unit and the price 4. Taxes and fees 5. Paperwork - Buyer’s order customer info first, unit, taxes, fees - Disclosure form (state specific) - Application for title and/or registration – verify signature from driver license - Dealer – Bill of Sale – little piece of paper done by salesperson - Due Bill – what is promised - Temp tag - Check list Other Notes: - Pass the price along to the sale process - Ask about warranties - Break lien amounts into trade 1 & trade 2 - Check list for process of selling a unit - When is it finally over o Pages 1 of 7 with links back o Progress to fully done sold unit - Unit/customer/trades/prices & taxes/add other line items/paperwork/payee its recap - Pg. 1 of 5 – Unit Info o Selling this unit to a customer of corp xyz (normal) o Selling this unit to another corp - Keep them on a path o Start one corp o Sell to other corp – auto process o Switch corp and go right to unit o Finish up sales process - On customer info: o How do you want this titled o Units o Allowance – taxable, trade, ACV o Payoff/Lien – add back in – yes or no o If yes, stock in trades o “allow 4 trade in’s max” o Liens need to be trade specific o 10 or 20 day payoff o On invoice show new stock # of trade-in o Don’t forget higher trucks – we are the customer money back - Fees, prices, and taxes o Corp specific D&H - Extra line items o Show warranty info - D&H o Trailers o Vehicles - Trailer shipping o Utility o Enclosed - Other fees o Road and Bridge o Registration |
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AU 3193 |
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Daily Tasks | 8/10/2007 |
• Created an Excel spreadsheet using Cold Fusion for a marketing company in Pueblo. • Brainstorming ideas to help the page flow for new sales process. |
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AU 3194 |
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Daily Tasks | 8/11/2007 |
• Fixing the payroll receipt privacy issue including hiding receipt history from non admin users. • Worked on the sales tax search report for an accountant. |
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AU 3195 |
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Daily Tasks | 8/13/2007 | • Fixing the void invoice section and trying it to internal invoices and backing out stock sub items. | |
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AU 3196 |
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Daily Tasks | 8/14/2007 | • Started working on the new sales process. Added over 20 new fields to the database. | |
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AU 3197 |
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Daily Tasks | 8/15/2007 |
• Working on the new sales process. • Added the ability to delete units from the edit page and started into step 1 of the actual sales process. |
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AU 3198 |
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Daily Tasks | 8/16/2007 |
• Setting up the new sales process. • Working on step 1 and 2. |
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AU 3199 |
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Daily Tasks | 8/17/2007 | • Working on customer search interface and step 2 of the sales process. | |
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AU 3200 |
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Daily Tasks | 8/18/2007 |
• Working on step 3 of the sales process. • Trade-ins and lien payoffs. |
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AU 3201 |
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Daily Tasks | 8/20/2007 |
• Went in to work with associates on sales tax stuff. • Made changes to the shopping cart and added some validation. 10 miles. |
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AU 3202 |
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Daily Tasks | 8/21/2007 |
• Working on rentals and tax rates. • Working on step 3 and 4 of the sales process. |
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AU 3215 |
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Daily Ideas | 8/21/2007 |
Criteria: - On basic sold report add the invoice number - On sales tax report you need stock and customer name - Need new tax category called “out of stake” - Trade – allowance – need D&H o On sales tax reports o Maybe pull invoices for parts and allinv for units o On parts pull invoice total o On units pull sale price - Taxable for units o Sale price – D&H – freight and trade allowance - On shipping cart – problem with customer invoices and counter sales - On locations – need to be able to assign special taxes to rentals – which is not a part it is a special line item - Out of area taxes - Title - Registration - Road & Bridge - Doc/D&H |
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AU 3203 |
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Daily Tasks | 8/22/2007 |
• Fixed the rental tax and add new fields to the allinv table. • Working on step 4 taxes and fees. |
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AU 3204 |
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Daily Tasks | 8/23/2007 | • Working on step 4 and 5 of the sales process. Converting items from the unit cart to the actual shopping cart. | |
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AU 3205 |
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Daily Tasks | 8/24/2007 |
• Working on Trade-ins and other changes tot eh sales process • Steve came over and I gave him a tour of the new process. • Working on changes and additions recommended by Steve. |
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AU 3216 |
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Daily Ideas | 8/24/2007 |
Notes: - Store specific o D&H – unit specific o Collected shipping – unit specific & type specific - Need to lock the D&H down - Need a second title/registration name and add verbage – must be typed in exactly how… - Need a general type “other” or customers - Add in cell phone Step 2 and on sell unit - Up special line items to 5 - On step 5 add GAP Insurance - Continue the checkout process - Tie cart items and unit sales process to get until the final step - On vehicles validate numeric odometer reading - Back tie all cart main pieces - If invoice gets backed out – make sure units get put back into stock, etc. |
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AU 3206 |
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Daily Tasks | 8/25/2007 | • Working on trade-ins and the sales process step 3. | |
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AU 3207 |
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Daily Tasks | 8/27/2007 | • Working on step 3 of the sales process. This deals with trade-ins. | |
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AU 3208 |
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Daily Tasks | 8/28/2007 | • More work on trade-ins (step 3) and adding multiple units to the same invoice. | |
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AU 3209 |
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Daily Tasks | 8/29/2007 |
• Maintenance on MorningStarAuto.com and MorningStarTrailers.com. • Working on building a dynamic shopping cart and multi-unit sales. |
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AU 3210 |
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Daily Tasks | 8/30/2007 |
• Working on the sales process. • Making changes that Steve suggested. • Started checking spelling on sales process and changed the word “lein” to “lien” in field names, vars, text, and error messages. |
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AU 3211 |
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Daily Tasks | 8/31/2007 | • Store specific variables such as show social security on sales, custom line items per inventory type and per location. | |