X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=sql-ledger%2Fsql-ledger%2Fdoc%2FUPGRADE-1.6-1.8;fp=sql-ledger%2Fsql-ledger%2Fdoc%2FUPGRADE-1.6-1.8;h=b5631b283983753e6374a4d7f45e970ca1aa0946;hb=52072fcd26f2faf57923f598c358e7f47c4e2643;hp=0000000000000000000000000000000000000000;hpb=f6c9088e16c4c083174dd1130ae58d213923cdef;p=freeside.git diff --git a/sql-ledger/sql-ledger/doc/UPGRADE-1.6-1.8 b/sql-ledger/sql-ledger/doc/UPGRADE-1.6-1.8 new file mode 100644 index 000000000..b5631b283 --- /dev/null +++ b/sql-ledger/sql-ledger/doc/UPGRADE-1.6-1.8 @@ -0,0 +1,61 @@ +Upgrading from version 1.6 to 1.8 + +1. make a backup copy of your databases and SQL-Ledger, just in case! + $ cd /usr/local/www/sql-ledger + $ pg_dump database > db.out + $ tar cvf ~/sql-ledger.tar . + +2. install SQL-Ledger over top of your old installation + $ cd /usr/local/www + $ tar zxvf sql-ledger-1.8.0.tar.gz + +3. change the tables to the new layout + $ cd sql-ledger/sql + $ psql database < upgrade-1.6-1.8.sql + +4. copy the new master templates to your template directory + $ cd ../templates + + $ cp Default-email_purchase_order.html your_template_dir/email_purchase_order.html + $ cp Default-purchase_order.html your_template_dir/purchase_order.html + $ cp Default-email_sales_order.html your_template_dir/email_sales_order.html + $ cp Default-sales_order.html your_template_dir/sales_order.html + +5. Two new accounts were hopefully added to your chart of accounts + One account for Foreign Exchange Gains and one for + Foreign Exchange Losses + edit and change to suit your COA. You can safely change + the account number too. + +6. Edit your preferences + + In field 'Stylesheet' enter -> sql-ledger.css + Stylesheet is in the css directory + + Add your foreign currencies in the Currencies field + The first currency in the list is your default + i.e CDN:USD:EUR:YEN + If you used a nativecurr than it should be listed in the + new currencies field. + +7. <%nativecurr%> has changed to <%currency%> + edit all your templates and change nativecurr to currency + +8. I also added four more variables which can be used in your templates. + <%contact%>, <%shiptocontact%>, <%shiptophone%>, <%shiptofax%> + +9. Nameing convention for templates has changed from an + underscore to a minus sign. If you designed your own + master templates rename the templates from + industry_invoice.html to industry-invoice.html, + industry_packing_list.html to industry-packing_list.html, etc. + The minus sign is used to separate the name and list them in + the setup screen. + + This change only applies to the master templates in the + templates root directory NOT the individual templates which + are used by users. + +It looks more than it really is. Steps 1 to 4 are important, +the rest is for fine tuning and info. +