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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: 2773
Template/Type: Brandon Time
Title/Caption: Adilas Time
Start Date/Time: 6/19/2017 9:00 am
End Date/Time: 6/19/2017 12:00 pm
Main Status: Active

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Uploaded Media/Content & Other Files (3)
Media Name   File Type Date Description
expand_sales_tax_fields_project.docx   Doc/Text 6/20/2017 This is the scratch page that has tons of notes and ideas on the tax expansion project. Lots of good notes.
playing_with_flow_for_watcher_feeders.jpg   Image/JPEG 6/20/2017 This is a screen shot that shows how the watchers and feeders play in. The location table could tie into expense types and vendor/payee tables to show relationships. The store location ties into the invoice line items (normal relationship). The watchers and feeders then connect to the invoice line items (as a summary), the location table, and then the expense types tables. The graphic also shows how the watchers and feeders needs to break down the per category piece into possible multiple pieces.
talking_about_taxes_and_watcher_feeders.jpg   Image/JPEG 6/20/2017 This is a screen shot of how the new tax calc buckets cascade through quote lines and invoice lines. We talked about where the buckets would fit in and how to record things. The graphic also went into the virtual watchers and feeders and how that might look.


Notes:
On the morning GoToMeeting session with Steve and Alan. We started out the day talking about a small hack that happened on the data 2 server over the weekend. We made a plan and sent in a ticket to the server team to make some changes.

After we did that, we spent the rest of the time planning and brainstorming on the tax calc extension project. Like most other projects, this one is growing like a weed and sprouting new little twists and turns like crazy. We got in to topics like balance sheet, P&L, chart of accounts, and other financials.

We got into topics of dynamics and allowing the special filters for all pieces are parts dealing with the tax calcs. We talked about two random fields that we use to have in the store location table and how we could rename them and use them for other specific needs. We talked about how to connect the watchers and feeders and how to catch the data per day, per location, and per category. The per category topic broke into multiple pieces. That was really good and will help us get a better idea on the mappings that are needed. See the screen shots and attached notes for more information.

On the watchers and feeders, we talked about the need to catch the base numbers (transactions and underlying details), we also need to catch the values for what was caught, what should be the numbers, and what would be the difference between them. We also talked about how on the per category section, that we might need table names, column names, main id's, and even 1-5 special fields to hold special flags and such.


See the two graphics and new notes in the scratch page for more details.