Deleting customers (editing customer on Invoice)

Christoph Holtermann c.holtermann at gmx.de
Mon Jun 22 16:15:01 EDT 2015 

Am 22.06.2015 um 21:37 schrieb Christoph Holtermann:
> Hi Derek,
>
> Am 22.06.2015 um 18:11 schrieb Derek Atkins:
>> Christoph Holtermann <c.holtermann at gmx.de> writes:
>>
>>> I also found that menu now. Thanks !
>>>
>>> I'd suggest
>>> adding another button beside the owners
>>> name to switch customer. Or to have a
>>> big edit button that leads to the edit dialogue.
>> There is.  In the toolbar.  The 5th button in, if you hover over it,
>> says "Edit Invoice".  In the olden days the buttons actually had text in
>> them so it was more obvious what they did.  These days you have to hover
>> to get that text, or know what an icon is.  I personally dislike this
>> change, but it's not something we can fix in GnuCash -- it's a HIG
>> change in the toolkit we use.
> I also found that button a bit later.
>>> And couldn't the text fields that are ineditable
>>> be stopped to act as if they are ? It's misleading
>>> to have the comment/memo field behave
>>> the same way as the owner field. The only
>>> difference is that what you type only stays
>>> in the memo field. Maybe the background
>>> could have another color (maybe grey) or
>>> however ineditability is best displayed.
>> When I first wrote this code I was thinking that, and tried it.  But in
>> so doing it also makes the fields non-selectable, which means you can't
>> cut-and-paste out of them.  I preferred being able to cut-and-paste, so
>> that's the way it is.
> I agree that it's practical to be able to cut and paste. For the dates it would
> be good if it was the same way. Couldn't that be text fields in the same manner
> as the rest of the buttons beinng initialised with the date as a string ?
>> Find me a way to make the fields look greyed out but still allow
>> cut-and-paste and I'll gladly apply that change!  (Patches welcome)
> I'll think about it.
>>> In the search invoice dialogue when i click
>>> the button view/edit (I guess, I'm using the
>>> german translation) the invoice ledger (is it
>>> called so) shows. The term view/edit is some-
>>> what misleading because I don't get directly
>>> to the edit dialogue I today discovered but
>>> only in another second step by the edit menu.
>> All roads take you to the Invoice Register Window.  The only time you
>> get the pop-up dialog is when you create a new invoice or, from the
>> invoice window click on "Edit Invoice" to edit the invoice metadata.
>>
>> It's labeled View/Edit because that interface doesn't know if the
>> Invoice has already been posted or not.  If it's been posted then it
>> truly is a "View" window because it's completely non-editable.  However
>> if it hasn't been posted then it is an "Edit" window, because you can
>> manipulate the invoice contents.
> I guess it's not intuitive that there are two edit windows and one of them changes
> between view and edit. When I have this view/edit changed to edit then I am happy
> because I can edit. But actually I can't do all the editing because for /all/ I have to go
> to the 2nd level of editing windows. If I don't know that there is a 2nd level then I won't
> search for it because I don't know there is something to look for. (At least I'm not the
> only one who did so.) So improvements could be made in the direction of making it
> more visible that the editing process has two stages. And I wonder why there have
> to be two stages because the items in the 2nd dialog are essentially the same as
> in the first with the only advantage that they can actually be used. the only additional
> button is a radio button on top and a help button.
I'm wrong here. Of course there's another important difference that the buttons beside customer
and "Auftrag" are on the one hand edit and on the other hand choose.
>>> But actually this just comes down to the point
>>> that the edit menu is a bit too hidden for my
>>> opinion.
>> There are two easy (IMHO) ways to get to it.
> Yes they're easy. I admit. For those who know.
>
> regards,
>
> Christoph
>>> regards,
>>>
>>> Christoph
>> -derek
>>
>>> Am 21.06.2015 um 15:22 schrieb Mart:
>>>>>> Yes it will; you just clicked on the wrong button.  You clicked on "Edit
>>>>>> Customer", not the "Edit Invoice" toolbar button.  If you click on the
>>>> Good news (for me), you are correct :)
>>>>
>>>> Select un-posted invoice,
>>>>
>>>> Fom menu:
>>>>  Edit > Edit Invoice
>>>>
>>>> and voilà!
>>>>
>>>> I probably gave up many versions ago :)
>>>>
>>>>
>>>> On 21.06.2015 15:01, Derek Atkins wrote:
>>>>> Hi,
>>>>>
>>>>> On Sun, June 21, 2015 7:46 am, Mart wrote:
>>>>>> On 21.06.2015 13:22, Geert Janssens wrote:
>>>>>>> On Sunday 21 June 2015 07:53:39 Christoph Holtermann wrote:
>>>>>>>> Hello Geert,
>>>>>>>>
>>>>>>>> This question is a bit old, but still moving me.
>>>>>>>> In gnucash I didn't find a way to change the owner of the invoice. If
>>>>>>>> I unpost the invoice I only have the possibility to change the owners
>>>>>>>> details but I couldn't find a way to change between owners. It's the
>>>>>>>> same for the number of the invoice. Using the python bindings I can
>>>>>>>> change both.
>>>>>>>>
>>>>>>> You can do the same in gnucash. I agree the invoice window is misleading
>>>>>>> in this respect,
>>>>>>> because it lists the owner but no way to choose another one directly.
>>>>>> Owner? Do you mean Customer?
>>>>> Yes.  For a Customer Invoice the Owner is a Customer.  For a Vendor Bill
>>>>> the Owner is a Vendor.  We use the term "Owner" generically around here.
>>>>>
>>>>>>> Instead you have to choose "Edit invoice" or something similar (I'm not
>>>>>>> at a computer with
>>>>>>> gnucash installed right now). There is also a toolbar button for it.
>>>>>>>
>>>>>>> That will pop up the same window you saw when you created the invoice
>>>>>>> and will allow you
>>>>>>> to choose another owner.
>>>>>> No, it will not. It allows you to screw up your existing Customers name,
>>>>>> ID, address etc.  I have really hard time calling this "Changing a
>>>>>> customer on a invoice"
>>>>> Yes it will; you just clicked on the wrong button.  You clicked on "Edit
>>>>> Customer", not the "Edit Invoice" toolbar button.  If you click on the
>>>>> Edit Invoice button (I believe it may also be in the drop-down menu, but
>>>>> I'm also not near a running gnucash so can't check for you) it will pop up
>>>>> a dialog that looks just like the "New Invoice" dialog, but says "Edit
>>>>> Invoice".  This allows you to change the Invoice ID, Customer, Currency,
>>>>> and a bunch of other core pieces of the Invoice.
>>>>>
>>>>>> I have no idea how this will affect previous transactions with now
>>>>>> "updated" client. I am not going to test it :)
>>>>> If you actually edited the customer then it will affect all other invoices.
>>>>>
>>>>>>> Hth,
>>>>>>>
>>>>>>> Geert
>>>>>>>
>>>>>>>> regards,
>>>>>>>>
>>>>>>>> Christoph
>>>>> -derek
>>>>>
>>>>>>>> Am 16.11.2014 um 18:34 schrieb Geert Janssens:
>>>>>>>>> On Sunday 16 November 2014 18:26:43 Christoph Holtermann wrote:
>>>>>>>>>> Hello,
>>>>>>>>>>
>>>>>>>>>> Am 15.11.2014 um 09:01 schrieb AC:
>>>>>>>>>>> I was playing around with the business parts of GC just to see
>>>>>>>>>>> what
>>>>>>>>>>>
>>>>>>>>>>> they did (no need for that particular part of the application,
>>>>>>>>>>> just
>>>>>>>>>>>
>>>>>>>>>>> curiosity). Is it possible to delete a customer from the
>>>>>>>>>>> database?
>>>>>>>>>>>
>>>>>>>>>>> There's no obvious interface to do so.
>>>>>>>>>>>
>>>>>>>>>>> _______________________________________________
>>>>>>>>>>>
>>>>>>>>>>> gnucash-user mailing list
>>>>>>>>>>>
>>>>>>>>>>> gnucash-user at gnucash.org
>>>>>>>>>>>
>>>>>>>>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>>>>>>>>>>
>>>>>>>>>>> -----
>>>>>>>>>>>
>>>>>>>>>>> Please remember to CC this list on all your replies.
>>>>>>>>>>>
>>>>>>>>>>> You can do this by using Reply-To-List or Reply-All.
>>>>>>>>>> That's a good question. I'd like to know that, too.
>>>>>>>>> I don't think this was ever implemented.
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> I looked into deleting invoices once but eventually abandoned my
>>>>>>>>> effort. Without extreme precaution gnucash would crash each time.>
>>>>>>>>>> And I'd like to know how to decrement the new customer counter
>>>>>>>>>> because
>>>>>>>>>>
>>>>>>>>>> accidentally it is about 4000 now.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Another question: Can I change the customer an invoice belongs to
>>>>>>>>>> ?
>>>>>>>>> Sure you can: unpost the invoice, edit the invoice, choose another
>>>>>>>>> customer, repost.
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> There are some caveats though: the most straightforward one being
>>>>>>>>> that if you unpost a paid invoice it will become unpaid and the
>>>>>>>>> payment will be kept around as a pre-payment for the customer.
>>>>>>>>> After changing the invoice owner and reposting the payment will not
>>>>>>>>> be reassociated with the invoice. If the payment was meant for this
>>>>>>>>> new customer as well, you'll have to manually remove the old
>>>>>>>>> payment (and probably the accompanying lot link transaction if it
>>>>>>>>> exists) and redo the payment.
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>> _______________________________________________
>>>>>>> gnucash-user mailing list
>>>>>>> gnucash-user at gnucash.org
>>>>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>>>>>> -----
>>>>>>> Please remember to CC this list on all your replies.
>>>>>>> You can do this by using Reply-To-List or Reply-All.
>>>>>>>
>>>>>> _______________________________________________
>>>>>> gnucash-user mailing list
>>>>>> gnucash-user at gnucash.org
>>>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>>>>> -----
>>>>>> Please remember to CC this list on all your replies.
>>>>>> You can do this by using Reply-To-List or Reply-All.
>>>>>>
>


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