Are we sure that this is the best way to go? Usually chart of accounts
are prepared using special conventions for account id (i.e. "accountCode"); see for example how the demo data is organized. I think it is important to keep that order; also, most of the time, accountants already know the account codes and use them instead of the descriptions. Thoughts? Jacopo On Jun 28, 2009, at 2:37 AM, [hidden email] wrote: > Author: ashish > Date: Sun Jun 28 08:37:58 2009 > New Revision: 789074 > > URL: http://svn.apache.org/viewvc?rev=789074&view=rev > Log: > Trying to make Accountant life easy. > Its easy to find general ledger from alphabet instead of number. > > Modified: > ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml > > Modified: ofbiz/trunk/applications/accounting/widget/ > GlobalGlAccountsForms.xml > URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml?rev=789074&r1=789073&r2=789074&view=diff > = > = > = > = > = > = > = > = > ====================================================================== > --- ofbiz/trunk/applications/accounting/widget/ > GlobalGlAccountsForms.xml (original) > +++ ofbiz/trunk/applications/accounting/widget/ > GlobalGlAccountsForms.xml Sun Jun 28 08:37:58 2009 > @@ -132,7 +132,8 @@ > </field> > <field name="parentGlAccountId"> > <drop-down allow-empty="true"> > - <entity-options key-field-name="glAccountId" entity- > name="GlAccount" description="[${glAccountId}] ${accountName}-$ > {accountCode}"> > + <entity-options key-field-name="glAccountId" entity- > name="GlAccount" description="${accountName} [${glAccountId}]-$ > {accountCode}"> > + <entity-order-by field-name="accountName"/> > <entity-order-by field-name="glAccountId"/> > </entity-options> > </drop-down> > > smime.p7s (3K) Download Attachment |
i agree with Jacopo. All the accountants I know use numbering systems.
what is really needed to speed up integration is a cross reference table from the numbers they use to the ones in ofbiz. I know the argument is that you should set up the GL with the accountant before, however what if you change accountants and there inhouse system has different numbers. Using this cross reference table lets ofbiz export to a myriad of other systems formats. just my two sense(intentional mispelling) :D Jacopo Cappellato sent the following on 6/28/2009 7:51 AM: > Are we sure that this is the best way to go? Usually chart of accounts > are prepared using special conventions for account id (i.e. > "accountCode"); see for example how the demo data is organized. > I think it is important to keep that order; also, most of the time, > accountants already know the account codes and use them instead of the > descriptions. > > Thoughts? > > Jacopo > > On Jun 28, 2009, at 2:37 AM, [hidden email] wrote: > >> Author: ashish >> Date: Sun Jun 28 08:37:58 2009 >> New Revision: 789074 >> >> URL: http://svn.apache.org/viewvc?rev=789074&view=rev >> Log: >> Trying to make Accountant life easy. >> Its easy to find general ledger from alphabet instead of number. >> >> Modified: >> ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml >> >> Modified: >> ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml >> URL: >> http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml?rev=789074&r1=789073&r2=789074&view=diff >> >> ============================================================================== >> >> --- >> ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml >> (original) >> +++ >> ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml >> Sun Jun 28 08:37:58 2009 >> @@ -132,7 +132,8 @@ >> </field> >> <field name="parentGlAccountId"> >> <drop-down allow-empty="true"> >> - <entity-options key-field-name="glAccountId" >> entity-name="GlAccount" description="[${glAccountId}] >> ${accountName}-${accountCode}"> >> + <entity-options key-field-name="glAccountId" >> entity-name="GlAccount" description="${accountName} >> [${glAccountId}]-${accountCode}"> >> + <entity-order-by field-name="accountName"/> >> <entity-order-by field-name="glAccountId"/> >> </entity-options> >> </drop-down> >> >> > -- BJ Freeman http://www.businessesnetwork.com/automation http://bjfreeman.elance.com http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro Systems Integrator. |
In reply to this post by Jacopo Cappellato-4
That's a good point Jacopo. It seems like in a lot of places the account code has more meaning than the account name since the account code often implies the accounts place in the hierarchy of accounts, there can be subtle differences between accounts that are not well represented in the names, and just like we do with things like Jira issue numbers once you refer to it a few times it is easier to remember the code than it is to remember the name. I guess the most important point for a drop-down is seeing the accounts in their normal order, with hierarchy and all, which is what you get when sorted by the accountCode. Anyway, +1 for changing it back... or perhaps not exactly back but to something like: ${accountCode}-${accountName} [${glAccountId}] and remove both entity-order-by elements that are there now, and add one for "accountCode". The reason for this is that currently glAccountId is always the same as accountCode for the OOTB GlAccounts, but that may not always be the case for people and in fact the point of having an accountCode that is not a primary key is so that it can be changed over time. -David On Jun 28, 2009, at 8:51 AM, Jacopo Cappellato wrote: > Are we sure that this is the best way to go? Usually chart of > accounts are prepared using special conventions for account id (i.e. > "accountCode"); see for example how the demo data is organized. > I think it is important to keep that order; also, most of the time, > accountants already know the account codes and use them instead of > the descriptions. > > Thoughts? > > Jacopo > > On Jun 28, 2009, at 2:37 AM, [hidden email] wrote: > >> Author: ashish >> Date: Sun Jun 28 08:37:58 2009 >> New Revision: 789074 >> >> URL: http://svn.apache.org/viewvc?rev=789074&view=rev >> Log: >> Trying to make Accountant life easy. >> Its easy to find general ledger from alphabet instead of number. >> >> Modified: >> ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml >> >> Modified: ofbiz/trunk/applications/accounting/widget/ >> GlobalGlAccountsForms.xml >> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml?rev=789074&r1=789073&r2=789074&view=diff >> = >> = >> = >> = >> = >> = >> = >> = >> = >> ===================================================================== >> --- ofbiz/trunk/applications/accounting/widget/ >> GlobalGlAccountsForms.xml (original) >> +++ ofbiz/trunk/applications/accounting/widget/ >> GlobalGlAccountsForms.xml Sun Jun 28 08:37:58 2009 >> @@ -132,7 +132,8 @@ >> </field> >> <field name="parentGlAccountId"> >> <drop-down allow-empty="true"> >> - <entity-options key-field-name="glAccountId" >> entity-name="GlAccount" description="[${glAccountId}] $ >> {accountName}-${accountCode}"> >> + <entity-options key-field-name="glAccountId" >> entity-name="GlAccount" description="${accountName} [$ >> {glAccountId}]-${accountCode}"> >> + <entity-order-by field-name="accountName"/> >> <entity-order-by field-name="glAccountId"/> >> </entity-options> >> </drop-down> >> >> > |
Thanks a lot guys for your comments.
Please see my comments inline: -- Ashish Vijaywargiya David E Jones wrote: > > That's a good point Jacopo. It seems like in a lot of places the > account code has more meaning than the account name since the account > code often implies the accounts place in the hierarchy of accounts, > there can be subtle differences between accounts that are not well > represented in the names, and just like we do with things like Jira > issue numbers once you refer to it a few times it is easier to > remember the code than it is to remember the name. > I agree from you David but most of the time when you do search you tries to find by containing "String" either in subject or in whole content of description instead of searching the jira issue number. IMO you can remember the jira issue number when it was popular in the community due to some long discussion going on it or it has been created by yourself. > I guess the most important point for a drop-down is seeing the > accounts in their normal order, with hierarchy and all, which is what > you get when sorted by the accountCode. > > Anyway, +1 for changing it back... or perhaps not exactly back but to > something like: > > ${accountCode}-${accountName} [${glAccountId}] What should be the case suppose I have 100 Char of Accounts and I have few accounts that has parent - child relationship. For example: I have a Gl Account which has 35 child account. The account codes are something like: 700001, 700002 ............... So for this I will start typing four numbers and then press down arrow key for navigating to particular account to which I am trying to find. Instead of this if I will be having option to search by letter then I can easily reach to my Gl account with lesstyping. If we talk about the remembering of "Numbers" & "String" then the best example is to remember domain name instead of IP address. In India most of the Accountant work by remembering name instead of Account Code or GlAccountId. What can be the best way to deal this thing? Here are the few points that are coming to my mind: 1) Define the order as suggested by David (${accountCode}-${accountName} [${glAccountId}]) in a property file as the default one and then create a service that return a map and this values can be fetched from that map in the form fields. Also define the order-by field in the property file and handle this in the service. 2) Write my custom code and change the drop down values as per my requirements. But I would not prefer to go in this way. Because maintenance of code will be difficult for me in future if any changes comes to those screens. I will wait for your feedback on this and then will proceed accordingly. > > and remove both entity-order-by elements that are there now, and add > one for "accountCode". The reason for this is that currently > glAccountId is always the same as accountCode for the OOTB GlAccounts, > but that may not always be the case for people and in fact the point > of having an accountCode that is not a primary key is so that it can > be changed over time. > > -David > > > On Jun 28, 2009, at 8:51 AM, Jacopo Cappellato wrote: > >> Are we sure that this is the best way to go? Usually chart of >> accounts are prepared using special conventions for account id (i.e. >> "accountCode"); see for example how the demo data is organized. >> I think it is important to keep that order; also, most of the time, >> accountants already know the account codes and use them instead of >> the descriptions. >> >> Thoughts? >> >> Jacopo >> >> On Jun 28, 2009, at 2:37 AM, [hidden email] wrote: >> >>> Author: ashish >>> Date: Sun Jun 28 08:37:58 2009 >>> New Revision: 789074 >>> >>> URL: http://svn.apache.org/viewvc?rev=789074&view=rev >>> Log: >>> Trying to make Accountant life easy. >>> Its easy to find general ledger from alphabet instead of number. >>> >>> Modified: >>> ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml >>> >>> Modified: >>> ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml >>> URL: >>> http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml?rev=789074&r1=789073&r2=789074&view=diff >>> >>> ============================================================================== >>> >>> --- >>> ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml >>> (original) >>> +++ >>> ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml >>> Sun Jun 28 08:37:58 2009 >>> @@ -132,7 +132,8 @@ >>> </field> >>> <field name="parentGlAccountId"> >>> <drop-down allow-empty="true"> >>> - <entity-options key-field-name="glAccountId" >>> entity-name="GlAccount" description="[${glAccountId}] >>> ${accountName}-${accountCode}"> >>> + <entity-options key-field-name="glAccountId" >>> entity-name="GlAccount" description="${accountName} >>> [${glAccountId}]-${accountCode}"> >>> + <entity-order-by field-name="accountName"/> >>> <entity-order-by field-name="glAccountId"/> >>> </entity-options> >>> </drop-down> >>> >>> >> > smime.p7s (4K) Download Attachment |
If you have a custom requirement, create a derived form and override the field. -David On Jun 28, 2009, at 10:53 PM, Ashish Vijaywargiya wrote: > Thanks a lot guys for your comments. > Please see my comments inline: > > -- > Ashish Vijaywargiya > > David E Jones wrote: >> >> That's a good point Jacopo. It seems like in a lot of places the >> account code has more meaning than the account name since the >> account code often implies the accounts place in the hierarchy of >> accounts, there can be subtle differences between accounts that are >> not well represented in the names, and just like we do with things >> like Jira issue numbers once you refer to it a few times it is >> easier to remember the code than it is to remember the name. >> > > I agree from you David but most of the time when you do search you > tries to find by containing "String" either in subject or in whole > content of description instead of searching the jira issue number. > IMO you can remember the jira issue number when it was popular in > the community due to some long discussion going on it or it has been > created by yourself. > >> I guess the most important point for a drop-down is seeing the >> accounts in their normal order, with hierarchy and all, which is >> what you get when sorted by the accountCode. >> >> Anyway, +1 for changing it back... or perhaps not exactly back but >> to something like: >> >> ${accountCode}-${accountName} [${glAccountId}] > > What should be the case suppose I have 100 Char of Accounts and I > have few accounts that has parent - child relationship. For example: > I have a Gl Account which has 35 child account. The account codes > are something like: 700001, 700002 ............... So for this I > will start typing four numbers and then press down arrow key for > navigating to particular account to which I am trying to find. > Instead of this if I will be having option to search by letter then > I can easily reach to my Gl account with lesstyping. > > If we talk about the remembering of "Numbers" & "String" then the > best example is to remember domain name instead of IP address. In > India most of the Accountant work by remembering name instead of > Account Code or GlAccountId. > > What can be the best way to deal this thing? Here are the few points > that are coming to my mind: > > 1) Define the order as suggested by David (${accountCode}-$ > {accountName} [${glAccountId}]) in a property file as the default > one and then create a service that return a map and this values can > be fetched from that map in the form fields. Also define the order- > by field in the property file and handle this in the service. > > 2) Write my custom code and change the drop down values as per my > requirements. But I would not prefer to go in this way. Because > maintenance of code will be difficult for me in future if any > changes comes to those screens. > > I will wait for your feedback on this and then will proceed > accordingly. > >> >> and remove both entity-order-by elements that are there now, and >> add one for "accountCode". The reason for this is that currently >> glAccountId is always the same as accountCode for the OOTB >> GlAccounts, but that may not always be the case for people and in >> fact the point of having an accountCode that is not a primary key >> is so that it can be changed over time. >> >> -David >> >> >> On Jun 28, 2009, at 8:51 AM, Jacopo Cappellato wrote: >> >>> Are we sure that this is the best way to go? Usually chart of >>> accounts are prepared using special conventions for account id >>> (i.e. "accountCode"); see for example how the demo data is >>> organized. >>> I think it is important to keep that order; also, most of the >>> time, accountants already know the account codes and use them >>> instead of the descriptions. >>> >>> Thoughts? >>> >>> Jacopo >>> >>> On Jun 28, 2009, at 2:37 AM, [hidden email] wrote: >>> >>>> Author: ashish >>>> Date: Sun Jun 28 08:37:58 2009 >>>> New Revision: 789074 >>>> >>>> URL: http://svn.apache.org/viewvc?rev=789074&view=rev >>>> Log: >>>> Trying to make Accountant life easy. >>>> Its easy to find general ledger from alphabet instead of number. >>>> >>>> Modified: >>>> ofbiz/trunk/applications/accounting/widget/ >>>> GlobalGlAccountsForms.xml >>>> >>>> Modified: ofbiz/trunk/applications/accounting/widget/ >>>> GlobalGlAccountsForms.xml >>>> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml?rev=789074&r1=789073&r2=789074&view=diff >>>> = >>>> = >>>> = >>>> = >>>> = >>>> = >>>> = >>>> = >>>> = >>>> = >>>> = >>>> =================================================================== >>>> --- ofbiz/trunk/applications/accounting/widget/ >>>> GlobalGlAccountsForms.xml (original) >>>> +++ ofbiz/trunk/applications/accounting/widget/ >>>> GlobalGlAccountsForms.xml Sun Jun 28 08:37:58 2009 >>>> @@ -132,7 +132,8 @@ >>>> </field> >>>> <field name="parentGlAccountId"> >>>> <drop-down allow-empty="true"> >>>> - <entity-options key-field-name="glAccountId" >>>> entity-name="GlAccount" description="[${glAccountId}] $ >>>> {accountName}-${accountCode}"> >>>> + <entity-options key-field-name="glAccountId" >>>> entity-name="GlAccount" description="${accountName} [$ >>>> {glAccountId}]-${accountCode}"> >>>> + <entity-order-by field-name="accountName"/> >>>> <entity-order-by field-name="glAccountId"/> >>>> </entity-options> >>>> </drop-down> >>>> >>>> >>> >> |
Thanks David.
As per yours and Jacopo's suggestion changes done at r789249. -- Ashish On Mon, Jun 29, 2009 at 11:03 AM, David E Jones <[hidden email]> wrote: > > If you have a custom requirement, create a derived form and override the > field. > > -David > > |
In reply to this post by Ashish Vijaywargiya-5
Yours are good points Ashish,
I don't think there is an easy solution but the one I would like to see (in this screens but also in some others in OFBiz) is a more advanced input field where when you type it searches for entries that match the account code OR the account name: this would cover both requirements. Jacopo On Jun 28, 2009, at 10:53 PM, Ashish Vijaywargiya wrote: > Thanks a lot guys for your comments. > Please see my comments inline: > > -- > Ashish Vijaywargiya > > David E Jones wrote: >> >> That's a good point Jacopo. It seems like in a lot of places the >> account code has more meaning than the account name since the >> account code often implies the accounts place in the hierarchy of >> accounts, there can be subtle differences between accounts that are >> not well represented in the names, and just like we do with things >> like Jira issue numbers once you refer to it a few times it is >> easier to remember the code than it is to remember the name. >> > > I agree from you David but most of the time when you do search you > tries to find by containing "String" either in subject or in whole > content of description instead of searching the jira issue number. > IMO you can remember the jira issue number when it was popular in > the community due to some long discussion going on it or it has been > created by yourself. > >> I guess the most important point for a drop-down is seeing the >> accounts in their normal order, with hierarchy and all, which is >> what you get when sorted by the accountCode. >> >> Anyway, +1 for changing it back... or perhaps not exactly back but >> to something like: >> >> ${accountCode}-${accountName} [${glAccountId}] > > What should be the case suppose I have 100 Char of Accounts and I > have few accounts that has parent - child relationship. For example: > I have a Gl Account which has 35 child account. The account codes > are something like: 700001, 700002 ............... So for this I > will start typing four numbers and then press down arrow key for > navigating to particular account to which I am trying to find. > Instead of this if I will be having option to search by letter then > I can easily reach to my Gl account with lesstyping. > > If we talk about the remembering of "Numbers" & "String" then the > best example is to remember domain name instead of IP address. In > India most of the Accountant work by remembering name instead of > Account Code or GlAccountId. > > What can be the best way to deal this thing? Here are the few points > that are coming to my mind: > > 1) Define the order as suggested by David (${accountCode}-$ > {accountName} [${glAccountId}]) in a property file as the default > one and then create a service that return a map and this values can > be fetched from that map in the form fields. Also define the order- > by field in the property file and handle this in the service. > > 2) Write my custom code and change the drop down values as per my > requirements. But I would not prefer to go in this way. Because > maintenance of code will be difficult for me in future if any > changes comes to those screens. > > I will wait for your feedback on this and then will proceed > accordingly. > >> >> and remove both entity-order-by elements that are there now, and >> add one for "accountCode". The reason for this is that currently >> glAccountId is always the same as accountCode for the OOTB >> GlAccounts, but that may not always be the case for people and in >> fact the point of having an accountCode that is not a primary key >> is so that it can be changed over time. >> >> -David >> >> >> On Jun 28, 2009, at 8:51 AM, Jacopo Cappellato wrote: >> >>> Are we sure that this is the best way to go? Usually chart of >>> accounts are prepared using special conventions for account id >>> (i.e. "accountCode"); see for example how the demo data is >>> organized. >>> I think it is important to keep that order; also, most of the >>> time, accountants already know the account codes and use them >>> instead of the descriptions. >>> >>> Thoughts? >>> >>> Jacopo >>> >>> On Jun 28, 2009, at 2:37 AM, [hidden email] wrote: >>> >>>> Author: ashish >>>> Date: Sun Jun 28 08:37:58 2009 >>>> New Revision: 789074 >>>> >>>> URL: http://svn.apache.org/viewvc?rev=789074&view=rev >>>> Log: >>>> Trying to make Accountant life easy. >>>> Its easy to find general ledger from alphabet instead of number. >>>> >>>> Modified: >>>> ofbiz/trunk/applications/accounting/widget/ >>>> GlobalGlAccountsForms.xml >>>> >>>> Modified: ofbiz/trunk/applications/accounting/widget/ >>>> GlobalGlAccountsForms.xml >>>> URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/widget/GlobalGlAccountsForms.xml?rev=789074&r1=789073&r2=789074&view=diff >>>> = >>>> = >>>> = >>>> = >>>> = >>>> = >>>> = >>>> = >>>> = >>>> = >>>> = >>>> =================================================================== >>>> --- ofbiz/trunk/applications/accounting/widget/ >>>> GlobalGlAccountsForms.xml (original) >>>> +++ ofbiz/trunk/applications/accounting/widget/ >>>> GlobalGlAccountsForms.xml Sun Jun 28 08:37:58 2009 >>>> @@ -132,7 +132,8 @@ >>>> </field> >>>> <field name="parentGlAccountId"> >>>> <drop-down allow-empty="true"> >>>> - <entity-options key-field-name="glAccountId" >>>> entity-name="GlAccount" description="[${glAccountId}] $ >>>> {accountName}-${accountCode}"> >>>> + <entity-options key-field-name="glAccountId" >>>> entity-name="GlAccount" description="${accountName} [$ >>>> {glAccountId}]-${accountCode}"> >>>> + <entity-order-by field-name="accountName"/> >>>> <entity-order-by field-name="glAccountId"/> >>>> </entity-options> >>>> </drop-down> >>>> >>>> >>> >> smime.p7s (3K) Download Attachment |
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