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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 6/12/2017 5:24 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 2772
Template/Type: Brandon Time
Title/Caption: Adilas Time
Start Date/Time: 6/15/2017 9:00 am
End Date/Time: 6/15/2017 12:00 pm
Main Status: Active

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Notes:
On the morning GoToMeeting session. Steve and I chatted and talked about options for taxes and such. That seems to be heating up pretty quickly. We did some prep for a meeting with Emerald Fields. Lots of checking and planning on what we could do with the taxes and what not. Lots of changes coming down the pipeline.

On taxes, we will be adding custom tax values 6 - 10. We already have custom tax values 1 - 5. Also, we are seeing both part category and customer type playing into taxes and tax calculations. This is a question related to those two filters... On prices and price matrixes, how do those same pieces play in? On our smart group buttons we already allow for a limit based on the customer type. What if we expanded that and allowed it to be a one-to-many? Currently it is only a single customer type filter. I could see that needing to go to a list and be a possible one-to-many relationship and/or filter.

Eric popped in part way through and we talked about taxes and calculating things based off of both part category and customer types. We did some drawing and went over some ideas. After Eric left, Steve and finished up doing some prep for the other conference call.

We go on a new GoToMeeting session with the guys at Emerald Fields. They had 4-5 and adilas has 3 of us on the call. We had Steve, Shari O., and myself. We did a small presentation on how we could help fix the taxes and such. We pitched going out to 5 decimal places, adding a number of new custom fields, and then cascading the stuff throughout the system. I also pitched the idea of watchers and feeders but they didn't really like it. They didn't have a problem with it, but they couldn't see the bigger picture of what we were trying to do and how it would help them... Anyways, I know they would love it, they just can't see it right now.

The meeting went for about an hour and they were pushing on us pretty hard. I was drawing, showing calculations, and trying explain our plan. I think it went well, over all. Sometimes people just want what will fix the issue and how quick can it be done... I think that it is interesting that they are making millions and millions off of using our product but they are somewhat complaining about an uncontrollable rounding error piece that is like dust and shavings from doing a wood cutting project. Kinda interesting. Anyways, we have a small plan and will be starting into that here very soon. Good stuff.