Re: Sales Invoice

So far we use Sales Invoices but the Timecards look interesting. Unless I don't understand your "date or quantity" question the answer is both.

First we bill time and product sales separately. Products are billed the day they are picked up or delivered. Consulting time for a given customer is accumulated in a Sales Order until the end of the month. It is then checked for accuracy and turned into an invoice which is sent to that customer.

In order for Timecards to be able to do this one would click on Timecards and choose Add Timecard.

The screen would have:

Pick a Customer - Can be left blank

Pick a Project - Can be left blank

One of the above should be picked. If the sanity check detects both fields are blank then the Customer label and the Project label should turn red with a message to the right letting the user know.

Pick an Employee which defaults to employee doing the data entry.

Pick a Date which defaults to today

Show the Service Code which can be edited. The default is set in System/Defaults.

Show the Description associated with the Service Code which can be edited.

Notes can be left blank.

If the Service Code enter above is a product then hide the following stuff.

You can choose start and stop times or enter the number of hours.

If the sanity check detects that the values don't make sense then the labels should turn red with a message to the right letting the user know.

Show the hourly rate which can be edited. The default is set in Goods and Services/Add Service.

Click Continue.

If all is well then the screen shows:

The Customer/Project, Employee and Date last used

The default Service Code.

When generating Sales Invoices clicking on Generate and choose Sales Orders. You might want an option to generate Sales Invoices for the really brave (foolish?)

The list should be sorted by customer then project so that you can choose a customer to create a sales order. The Sales Order should look like the picture I sent a couple of days ago so that each line item answers the questions I list down below.

I take back my suggestion about adding month to the day and week list.

I'm sure I missed something but doing this should fill your lonely nights.

Thanks

Bob

>>> Chris Travers <..hidden..> 8/10/2016 8:00 PM >>>

Hi;

Can you please describe your workflow. It sounds like we need to make some fields required for initial entry that are not. Are you entering by date or quantity?

Best Wishes,

Chris Travers

On Thu, Aug 11, 2016 at 2:48 AM, Bob Crandell <..hidden..> wrote:

Hi David,

I'm trying move this thread to the developers. If it works I'll throw some Timecard ideas at you.

I am working on the Timecard and I can't get it to work. When I enter "Labor", a service or "MBB150", a part both valid I get:
Attribute (qty) is required at constructor LedgerSMB::Timecard::new (defined at LedgerSMB/Timecard.pm line 277) line 160
LedgerSMB::Timecard::new('LedgerSMB::Timecard', 'parts_id', 2, '_request', 'CGI::Simple=HASH(0x5880e20)', 'custom_db_fields', 'HASH(0x5970f58)', '_roles', 'ARRAY(0x5970ef8)', 'VERSION', 1.4.28, 'dbversion', 1.4.28, 'script', 'timecard.pl', 'stylesheet', 'ledgersmb.css', 'action', 'save', 'non_billable', 0, '_user', 'LedgerSMB::User=HASH(0x5972fd8)', '_locale', 'LedgerSMB::Locale::en=HASH(0x596a4c8)', 'session_id', 13, 'company', 'demo', 'path', 'bin/mozilla', 'transdate', '2016-08-08', 'version', 1.4.28, 'login', 'Demo', 'total', 0, 'business_unit_id', 2, 'partnumber', 'MBB150', '_script_handle', 'LedgerSMB::Scripts::timecard', 'checkedin', '2016-08-08', 'jctype', 1, 'have_latex', 1, 'warn_expire', 0, '_role_prefix', undef, 'dbh', 'DBI::db=HASH(0x5970bf8)', 'curr', 'EUR') called at LedgerSMB/Scripts/timecard.pm line 147 LedgerSMB::Scripts::timecard::save('LedgerSMB=HASH(0x587f8c8)') called at lsmb-request.pl line 113 LedgerSMB::Handler::try {...} at /usr/lib/perl5/vendor_perl/5.20.1/Try/Tiny.pm line 81 eval {...} at /usr/lib/perl5/vendor_perl/5.20.1/Try/Tiny.pm line 72 Try::Tiny::try('CODE(0x5978c58)', 'Try::Tiny::Catch=REF(0x5970f40)') called at lsmb-request.pl line 125 LedgerSMB::Handler::call_script('timecard.pl', 'LedgerSMB=HASH(0x587f8c8)') called at lsmb-request.pl line 88 require lsmb-request.pl at /srv/www/htdocs/ledgersmb/timecard.pl line 8

This is version 1.4.28

Where do you start a Project?

Thanks

Bob Crandell

ComputerBase

http://www.computerbaseusa.com

541-349-0404

"The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails."

-- William Arthur Ward,

>>> "Bob Crandell" <..hidden..> 8/9/2016 1:36 PM >>>
Hi David,

Sorry it took so long to get back to you. I've got lots of excuses. Do you want to hear them?
Attached (if it works) is a screen shot of a Sales Invoice with what I think should be the way Services are entered as opposed to an inventory item. Basically what needs to be answered is: When did who do what to whom? How long did it take and how much did it cost?

For us some clients ask for a log of what happened. The Sales Invoice does that.

The Sales Order generated from the Timecards should look like that or at least have the same information.

The Time Frame has a choice of Day or Week. It needs Month too.

I'll try to get a screen shot of Timecard soon.

Thanks
Bob

>>> David G <..hidden..> 6/16/2016 8:44 PM >>>
Hi Bob,

To clarify exactly what you want ( I think it's close to what I'm going
to need for a customer of mine)
could you perhaps do a mockup of what you want to enter on a timecard,
and what you want to see on the order/invoice

Preferably do this on the actual entry and or report screens and simply
take screenshots

Once I can see those I'll discuss with Erik and work on an
implementation that meets both sets of requirements.

Regards
David G

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Best Wishes,

Chris Travers

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