Alpha Software Mobile Development Tools:   Alpha Anywhere    |   Alpha TransForm subscribe to our YouTube Channel  Follow Us on LinkedIn  Follow Us on Twitter  Follow Us on Facebook

Announcement

Collapse

The Alpha Software Forum Participation Guidelines

The Alpha Software Forum is a free forum created for Alpha Software Developer Community to ask for help, exchange ideas, and share solutions. Alpha Software strives to create an environment where all members of the community can feel safe to participate. In order to ensure the Alpha Software Forum is a place where all feel welcome, forum participants are expected to behave as follows:
  • Be professional in your conduct
  • Be kind to others
  • Be constructive when giving feedback
  • Be open to new ideas and suggestions
  • Stay on topic


Be sure all comments and threads you post are respectful. Posts that contain any of the following content will be considered a violation of your agreement as a member of the Alpha Software Forum Community and will be moderated:
  • Spam.
  • Vulgar language.
  • Quotes from private conversations without permission, including pricing and other sales related discussions.
  • Personal attacks, insults, or subtle put-downs.
  • Harassment, bullying, threatening, mocking, shaming, or deriding anyone.
  • Sexist, racist, homophobic, transphobic, ableist, or otherwise discriminatory jokes and language.
  • Sexually explicit or violent material, links, or language.
  • Pirated, hacked, or copyright-infringing material.
  • Encouraging of others to engage in the above behaviors.


If a thread or post is found to contain any of the content outlined above, a moderator may choose to take one of the following actions:
  • Remove the Post or Thread - the content is removed from the forum.
  • Place the User in Moderation - all posts and new threads must be approved by a moderator before they are posted.
  • Temporarily Ban the User - user is banned from forum for a period of time.
  • Permanently Ban the User - user is permanently banned from the forum.


Moderators may also rename posts and threads if they are too generic or do not property reflect the content.

Moderators may move threads if they have been posted in the incorrect forum.

Threads/Posts questioning specific moderator decisions or actions (such as "why was a user banned?") are not allowed and will be removed.

The owners of Alpha Software Corporation (Forum Owner) reserve the right to remove, edit, move, or close any thread for any reason; or ban any forum member without notice, reason, or explanation.

Community members are encouraged to click the "Report Post" icon in the lower left of a given post if they feel the post is in violation of the rules. This will alert the Moderators to take a look.

Alpha Software Corporation may amend the guidelines from time to time and may also vary the procedures it sets out where appropriate in a particular case. Your agreement to comply with the guidelines will be deemed agreement to any changes to it.



Bonus TIPS for Successful Posting

Try a Search First
It is highly recommended that a Search be done on your topic before posting, as many questions have been answered in prior posts. As with any search engine, the shorter the search term, the more "hits" will be returned, but the more specific the search term is, the greater the relevance of those "hits". Searching for "table" might well return every message on the board while "tablesum" would greatly restrict the number of messages returned.

When you do post
First, make sure you are posting your question in the correct forum. For example, if you post an issue regarding Desktop applications on the Mobile & Browser Applications board , not only will your question not be seen by the appropriate audience, it may also be removed or relocated.

The more detail you provide about your problem or question, the more likely someone is to understand your request and be able to help. A sample database with a minimum of records (and its support files, zipped together) will make it much easier to diagnose issues with your application. Screen shots of error messages are especially helpful.

When explaining how to reproduce your problem, please be as detailed as possible. Describe every step, click-by-click and keypress-by-keypress. Otherwise when others try to duplicate your problem, they may do something slightly different and end up with different results.

A note about attachments
You may only attach one file to each message. Attachment file size is limited to 2MB. If you need to include several files, you may do so by zipping them into a single archive.

If you forgot to attach your files to your post, please do NOT create a new thread. Instead, reply to your original message and attach the file there.

When attaching screen shots, it is best to attach an image file (.BMP, .JPG, .GIF, .PNG, etc.) or a zip file of several images, as opposed to a Word document containing the screen shots. Because Word documents are prone to viruses, many message board users will not open your Word file, therefore limiting their ability to help you.

Similarly, if you are uploading a zipped archive, you should simply create a .ZIP file and not a self-extracting .EXE as many users will not run your EXE file.
See more
See less

QReport Builder & Alpha5

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • QReport Builder & Alpha5

    The QReport Builder seems to be the tool I'm looking for to begin using QuickBooks and Alpha5 for our accounting needs. But I have a few questions that I need answered before I purchase the report builder.

    We are in a regulated business in 5 states, each of which has slightly different regulations for reporting sales of our products. These regulations have made it difficult to find any off the shelf accounting package to meet our needs.

    For example, many of the products have serial numbers which must be reported by line item on invoices. QuickBooks does not have this capability.

    Additionally, usage taxes (in addition to sales taxes) are charged for many of the items, but the calculation methods vary depending on the type of product. Quickbooks does not have this capability, though we could add it to the invoice after separately calculating the usage taxes (too time consuming).

    My hope is that I could write routines in Alpha to capture the serial numbers and calculate the usage fees and then either (1) capture the Alpha data to print invoice through QuickBooks or (2) capture the QuickBooks invoice infor to combine with the Alpha data and print the invoice through Alpha.

    Is either of these possible with QReport Builder?

    My next question is whether I could use this with Alpha runtime?

    And my final question relates to QuickBooks in a multiuser environment: Would the user have to continually refresh the QB data?

    I hope these questions are not too simplistic. I can conceptualize the relation of the Report Bulider to Quickbooks, but when I throw in Alpha, I'm having trouble conceptualizing how all three might function together in a multiuser environment. I guess to summarize I'm wondering whether I can realistically use Alpha and QReport Builder to supplement the invoices in QuickBooks with the additional information required by State regulations.

    Any help you all can provide so that I make a wise investment of the company's time and money would be appreciated.

    Thomas H Jones

  • #2
    Re: QReport Builder & Alpha5

    Originally posted by thoshjones View Post
    The QReport Builder seems to be the tool I'm looking for to begin using QuickBooks and Alpha5 for our accounting needs. But I have a few questions that I need answered before I purchase the report builder.

    We are in a regulated business in 5 states, each of which has slightly different regulations for reporting sales of our products. These regulations have made it difficult to find any off the shelf accounting package to meet our needs.

    For example, many of the products have serial numbers which must be reported by line item on invoices. QuickBooks does not have this capability.

    Additionally, usage taxes (in addition to sales taxes) are charged for many of the items, but the calculation methods vary depending on the type of product. Quickbooks does not have this capability, though we could add it to the invoice after separately calculating the usage taxes (too time consuming).

    My hope is that I could write routines in Alpha to capture the serial numbers and calculate the usage fees and then either (1) capture the Alpha data to print invoice through QuickBooks or (2) capture the QuickBooks invoice infor to combine with the Alpha data and print the invoice through Alpha.

    Is either of these possible with QReport Builder?
    1. QRB has read only access to QB data. So writing back to QB tables is not included in the package. A development version of Alpha 5 Enterprise with a read/write version of QODBC does give you the capability of writing to Quickbooks tables. You could write to a custom field or add to an existing field and then use the standard QB invoice. I believe the Quickbooks invoice customization may allow what you are looking for.

    2. You can write your own invoice from QRB with the data from QB. That would be the most customizable solution.

    Originally posted by thoshjones View Post
    My next question is whether I could use this with Alpha runtime?
    I'm not sure about using QRB with Alpha runtime. I haven't tried it. I'll leave that to the Alpha powers to be.

    Originally posted by thoshjones View Post
    And my final question relates to QuickBooks in a multiuser environment: Would the user have to continually refresh the QB data?
    If I were writing the invoice from QRB or Alpha the refresh would be relatively quick because I would only pull down the info needed for that single invoice. It would be fast enough to not be an issue..

    Originally posted by thoshjones View Post
    I hope these questions are not too simplistic. I can conceptualize the relation of the Report Builder to Quickbooks, but when I throw in Alpha, I'm having trouble conceptualizing how all three might function together in a multiuser environment.
    Each user in QRB has their own data cache (ie A5 database and tables) on their own machine so they won't conflict in a multi-user setting.

    Originally posted by thoshjones View Post
    I guess to summarize I'm wondering whether I can realistically use Alpha and QReportBuilder to supplement the invoices in QuickBooks with the additional information required by State regulations.
    I think you can. More details would be helpful, but I think you'll be happy with the results.
    Originally posted by thoshjones View Post
    Any help you all can provide so that I make a wise investment of the company's time and money would be appreciated.

    Thomas H Jones
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.
    "Make it as simple as possible, but not simpler."
    Albert Einstein

    Comment


    • #3
      Re: QReport Builder & Alpha5

      Thanks, Al. Can I ask for more answers from you in the future?

      Comment


      • #4
        Re: QReport Builder & Alpha5

        Originally posted by thoshjones View Post
        Thanks, Al. Can I ask for more answers from you in the future?
        Sure. Just post your questions here and some one will answer your question. If I can, I will too.
        Al Buchholz
        Bookwood Systems, LTD
        Weekly QReportBuilder Webinars Thursday 1 pm CST

        Occam's Razor - KISS
        Normalize till it hurts - De-normalize till it works.
        Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
        When we triage a problem it is much easier to read sample systems than to read a mind.
        "Make it as simple as possible, but not simpler."
        Albert Einstein

        Comment

        Working...
        X