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.
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.
>>> Chris Travers <..hidden..> 8/10/2016 8:00 PM >>>
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?
On Thu, Aug 11, 2016 at 2:48 AM, Bob Crandell <..hidden..> wrote:
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