c2c-oerpscenario team mailing list archive

[jlinkels <889156@xxxxxxxxxxxxxxxxxx>]

Public bug reported:

OpenErp Add-ons 6.0.3

The entries and headers in Bank & Cash are non-consistent and confusing.
Communication becomes Name, Name becomes Statement, Move becomes Number.
This lacks any logic  and no one is ever to understand how this holds together.

When I enter a bank statement through Bank & Cash -> Bank Statements -> New
I enter this:

Name (on top of the form) STM002
Communication: Add liquidity

In Bank & Cash -> Bank Statements -> Journal Items I see:
Move STM002/1 (Derived from Name on top of form)
Name: Add liquidity (Discrepancy: Communication -> Name)

In Journal Entries -> Journal Items I see:
Move STM002/1
Name: Add liquidity 

Journal Entries -> Journal Entries
Number STM002/1 (Discrepancy: Move -> Number)

Bank & Cash -> Bank Statements -> Form -> Journal Entries tab
Move: STM002/1 
Statement: STM002 (Discrepancy: Name -> Statement)

It is also totally unclear why these two list which should provide the same information yet are so different:
Bank & Cash -> Bank Statements -> Form -> Journal Entries tab
Bank & Cash -> Journal Items

PROPOSAL:
1. In Bank & Cash -> Bank Statements -> New:
The form Name refers to the statement. So make the label Statement instead of Name. The functionality to derive Move from Statement is fine.
Reason: This form IS about a statement
Later on this statement is referred to as a Statement

2. In Bank & Cash -> Bank Statements -> New:
Replace Communication with Name.
Reason: Name is used everywhere else.
Name is not used anymore, has become Statement.

3. In Bank & Cash:
Replace Move with Number
Reason: In all journal entries this action is referred with a Number
This cannot easily be changed in all Journal views, but it seems
to be local to Bank & Cash.
Number is not used anywhere else in Bank & Cash.

4. The help pop-up in the Bank & Cash -> Bank Statements -> New form:
Make the tooltip (Help Popup next to Name) proper English:
(Label Name should become Statement)
"If you enter a Statement name other than /, the Accounting Entries Number will be the statement name appended with /1, /2, /3, etc. This allows statement entries to have a reference to the bank statement they appeared on."

jlinkels

** Affects: openobject-addons
     Importance: Undecided
         Status: New

** Description changed:

  OpenErp Add-ons 6.0.3
  
  The entries and headers in Bank & Cash are non-consistent and confusing.
  Communication becomes Name, Name becomes Statement, Move becomes Number.
- This lacks any logic  and one is ever to understand how this holds together.
+ This lacks any logic  and no one is ever to understand how this holds together.
  
  When I enter a bank statement through Bank & Cash -> Bank Statements -> New
  I enter this:
  
  Name (on top of the form) STM002
  Communication: Add liquidity
  
- Bank & Cash -> Bank Statements -> Journal Items I see:
+ In Bank & Cash -> Bank Statements -> Journal Items I see:
  Move STM002/1 (Derived from Name on top of form)
  Name: Add liquidity (Discrepancy: Communication -> Name)
  
  In Journal Entries -> Journal Items I see:
  Move STM002/1
  Name: Add liquidity 
  
  Journal Entries -> Journal Entries
  Number STM002/1 (Discrepancy: Move -> Number)
  
  Bank & Cash -> Bank Statements -> Form -> Journal Entries tab
  Move: STM002/1 
  Statement: STM002 (Discrepancy: Name -> Statement)
  
- It is also totally unclear why these two list should provide the same information and yet are so different:
+ It is also totally unclear why these two list which should provide the same information yet are so different:
  Bank & Cash -> Bank Statements -> Form -> Journal Entries tab
  Bank & Cash -> Journal Items
  
  PROPOSAL:
  1. In Bank & Cash -> Bank Statements -> New:
  The form Name refers to the statement. So make the label Statement instead of Name. The functionality to derive Move from Statement is fine.
  Reason: This form IS about a statement
  Later on this statement is referred to as a Statement
  
  2. In Bank & Cash -> Bank Statements -> New:
  Replace Communication with Name.
- Reason: Name is used anywhere else.
+ Reason: Name is used everywhere else.
  Name is not used anymore, has become Statement.
  
  3. In Bank & Cash:
  Replace Move with Number
  Reason: In all journal entries this action is referred with a Number
  This cannot easily be changed in all Journal views, but it seems
  to be local to Bank & Cash.
  Number is not used anywhere else in Bank & Cash.
  
  4. The help pop-up in the Bank & Cash -> Bank Statements -> New form:
  Make the tooltip (Help Popup next to Name) proper English:
  (Label Name should become Statement)
- If you enter a Statement name other than /, the Accounting Entries Number will be the statement name appended with /1, /2, /3, etc. This allows statement entries to have a reference to the bank statement they appeared on.
+ "If you enter a Statement name other than /, the Accounting Entries Number will be the statement name appended with /1, /2, /3, etc. This allows statement entries to have a reference to the bank statement they appeared on."
  
  jlinkels

-- 
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https://bugs.launchpad.net/bugs/889156

Title:
  Entries in Bank & Cash are confusing

Status in OpenERP Addons (modules):
  New

Bug description:
  OpenErp Add-ons 6.0.3

  The entries and headers in Bank & Cash are non-consistent and confusing.
  Communication becomes Name, Name becomes Statement, Move becomes Number.
  This lacks any logic  and no one is ever to understand how this holds together.

  When I enter a bank statement through Bank & Cash -> Bank Statements -> New
  I enter this:

  Name (on top of the form) STM002
  Communication: Add liquidity

  In Bank & Cash -> Bank Statements -> Journal Items I see:
  Move STM002/1 (Derived from Name on top of form)
  Name: Add liquidity (Discrepancy: Communication -> Name)

  In Journal Entries -> Journal Items I see:
  Move STM002/1
  Name: Add liquidity 

  Journal Entries -> Journal Entries
  Number STM002/1 (Discrepancy: Move -> Number)

  Bank & Cash -> Bank Statements -> Form -> Journal Entries tab
  Move: STM002/1 
  Statement: STM002 (Discrepancy: Name -> Statement)

  It is also totally unclear why these two list which should provide the same information yet are so different:
  Bank & Cash -> Bank Statements -> Form -> Journal Entries tab
  Bank & Cash -> Journal Items

  PROPOSAL:
  1. In Bank & Cash -> Bank Statements -> New:
  The form Name refers to the statement. So make the label Statement instead of Name. The functionality to derive Move from Statement is fine.
  Reason: This form IS about a statement
  Later on this statement is referred to as a Statement

  2. In Bank & Cash -> Bank Statements -> New:
  Replace Communication with Name.
  Reason: Name is used everywhere else.
  Name is not used anymore, has become Statement.

  3. In Bank & Cash:
  Replace Move with Number
  Reason: In all journal entries this action is referred with a Number
  This cannot easily be changed in all Journal views, but it seems
  to be local to Bank & Cash.
  Number is not used anywhere else in Bank & Cash.

  4. The help pop-up in the Bank & Cash -> Bank Statements -> New form:
  Make the tooltip (Help Popup next to Name) proper English:
  (Label Name should become Statement)
  "If you enter a Statement name other than /, the Accounting Entries Number will be the statement name appended with /1, /2, /3, etc. This allows statement entries to have a reference to the bank statement they appeared on."

  jlinkels

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