[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

Re: Time Cards and Projects - billing for professional services

The easiest way to do this is not so easy.  There is (beginning in 1.1
and expanded in the 1.2 codebase) a possibility of using custom fields
in various areas.  This is not universal in the application yet (and
will likely take some time and effort to make work).

Basically in this case, you can do as follows:

1)  Extend the database using the create_custom_field() stored
procedure.  Probably:
select create_custom_field('parts', 'employee_id', 'text');

Type text is needed as of 1.1 in order to avoid empty string issues.
Will probably change to use nulls for empty strings in future
versions.

2)  customize the service form to add the field.

3)  Customize the timecard routines to filter out services with an
employee_id that does not match the existing service.

4)  Make sure that run_custom_queries is called in appropriate places
in IC.pm and JC.pm (generally something like
$form->run_custom_queries('insert', 'part', $form->{id}) but I will
have to check the syntax.

Only numbers 2 and 3 (and 4 for JC.pm for 1.2) would need to be
maintained between upgrades.

Best Wishes,
Chris Travers

On 12/19/06, Steve Jacobs <..hidden..> wrote:

By the way - we've got Ledger-Smb running on our servers now. We are
planning on doing a lot more with it in the new year.


On 19/12/06, Steve Jacobs <..hidden..> wrote:
> Wow! Quick answer! Like under 5 minutes
>
> Any thoughts on a 'better' way than creating separate services?  OR - is
there a way to create a service so that an individual can only 'sell' the
ones that he 'owns' - and restrict the time card to only show those?
Otherwise, time cards entry will get completey unwieldy for more than a
couple of people working in such a firm.
>
>
>
>
>
> On 19/12/06, Chris Travers < ..hidden..> wrote:
> > You aren't missing anything, I'm afraid.  You may have to create
> > different services for different architects.
> >
> > On 12/19/06, Steve Jacobs < ..hidden..> wrote:
> > > Hi
> > > I am trying to figure out how to set up Ledger SMB Projects and Time
cards
> > > to bill for professional services for a small firm.
> > > Here is the scenario -I'll use a firm of architects though it would be
> > > almost the same for a firm of solicitors, auditors ???
> > >
> > > The architects provide about 8 different types of work - planning /
building
> > > code compliance/  sketching, on-site inspections etc.
> > >
> > > The firm employs 12 architects,  who each bill their time at different
> > > rates. (senior architect - Eur50/hr  Junior / 25 hour etc.
> > >
> > > What I need is for each architect to be able to log in, fill in the
time
> > > card, including what service they were providing, and what
project/client
> > > they were working on.
> > >
> > > Then I need someone in the office to be able to pull the timecards
into an
> > > invoice to the client
> > >
> > > I've created the projects, and I've created the various categories of
work
> > > as services - Each architect can log in and create time cards and tell
what
> > > he was doing on which project. However what I can't do yet is get the
hourly
> > > rate assigned to each architect so that the amounts can be calculated.
Am I
> > > missing something? Any ideas on how to get this to work?
> > >
> > > Thanks
> > > Steve Jacobs
> > > Ireland
> > >
> > >
> > >
> > > --
> > > Steve Jacobs
> > >
-------------------------------------------------------------------------
> > > Take Surveys. Earn Cash. Influence the Future of IT
> > > Join SourceForge.net's Techsay panel and you'll get the chance to
share your
> > > opinions on IT & business topics through brief surveys - and earn cash
> > >
http://www.techsay.com/default.php?page=join.php&p=sourceforge&CID=DEVDEV
> > >
> > > _______________________________________________
> > > Ledger-smb-users mailing list
> > > ..hidden..
> > >
https://lists.sourceforge.net/lists/listinfo/ledger-smb-users
> > >
> > >
> > >
> >
> >
-------------------------------------------------------------------------
> > Take Surveys. Earn Cash. Influence the Future of IT
> > Join SourceForge.net's Techsay panel and you'll get the chance to share
your
> > opinions on IT & business topics through brief surveys - and earn cash
> >
http://www.techsay.com/default.php?page=join.php&p=sourceforge&CID=DEVDEV
> > _______________________________________________
> > Ledger-smb-users mailing list
> > ..hidden..
> >
https://lists.sourceforge.net/lists/listinfo/ledger-smb-users
> >
>
>
>
> --
> Steve Jacobs



--
Steve Jacobs
-------------------------------------------------------------------------
Take Surveys. Earn Cash. Influence the Future of IT
Join SourceForge.net's Techsay panel and you'll get the chance to share your
opinions on IT & business topics through brief surveys - and earn cash
http://www.techsay.com/default.php?page=join.php&p=sourceforge&CID=DEVDEV

_______________________________________________
Ledger-smb-users mailing list
..hidden..
https://lists.sourceforge.net/lists/listinfo/ledger-smb-users