Re: Next step for invoice upload (2)

[John Locke <..hidden..>]

Hi,

This does sound potentially useful for us as well, with two possible adjustments:

1. Partial shipments... perhaps an interface similar to Cash -> Vouchers -> Receipts, something to drill down into line-item detail and specify a qty to move to an invoice, leaving the balance on the sales order (or optional checkbox to close the order?)

2. Notes field.

Our scenario: twice a month we do invoicing for hourly work, always against open sales orders. Our sales order "Notes" contains more info about payment terms, and our invoice notes list work actually completed. We invoice against sales orders, and rarely close them out. This model would be useful for combining two open sales orders for a client at the time of invoice, too.

On the AP side, we use transactions far more than invoices, so for us a bulk upload should be able to match a template transaction and populate that as a draft...

Cheers,
John Locke
http://www.freelock.com

On 03/15/2014 03:54 PM, Pongrácz István wrote:

 Hi,

This is a great step forward, really :)

I read the workflow, for me it seems fine.

I just wondering, how many invoices/orders (drafts) could we manage in this mass checkbox?

I mean, if we upload tens of orders/invoices, it can be displayed in one page. But if we upload some hundreds, displaying them in one page is not practical/possible, but should be displayed in batches, page by page with reasonable amount of entries (configurable).

Cheers,

István

 

----------------eredeti üzenet-----------------
Feladó: "Erik Huelsmann" <..hidden..>
Címzett: "Development discussion for LedgerSMB" <..hidden..>
Dátum: Sat, 15 Mar 2014 19:55:13 +0100
----------------------------------------------------------

Hi all,

 

 

As part of the idea to upload draft invoices as orders, there's also a requirement to bulk-convert orders to invoices. My current idea is to use the following approach and I'd like to hear your feedback about it.

 

By adding a column with checkmarks on the order search result page (for open orders), and adding a button to convert to invoices, I think we can support bulk conversion. After the button has been selected, a screen comes up which contains the fields which are on the invoice but are not on the orders. Currently, that would be the "Due date" and the "Creation date" fields. Optionally, the "Invoice date" could be required on the screen, depending on the intent of the fields used on the order.

 

So, two questions:

 

1. Do you think I'm missing anything major?

2. What comments do you have and would a workflow like this interest you as well?

 

(The import of invoices would support both importing draft invoices as orders and final invoices immediately posted.)

 

--

Bye,

 

Erik.

 

http://efficito.com -- Hosted accounting and ERP.

Robust and Flexible. No vendor lock-in.

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