Re: Sales Invoice

>>> Chris Travers <..hidden..> 8/10/2016 8:03 PM >>>

On Tue, Aug 9, 2016 at 10:36 PM, Bob Crandell <..hidden..> wrote:

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.

Could you please be specific? I assume you mean you would like the timecard notes to appear in the item notes? I think we have an option for that but need to verify.

Did you get my picture? The notes are useful too but I'm talking about the Description field in the Sales Invoice for a specific customer. For us we enter Labor for work done in the store or Consulting for work done on site. The Description field has some default text which we edit to describe what we did to who like to Suzie or Bill.

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

Thanks. That would be a good addition.

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
SB Tech Services

On 15/06/16 23:59, Bob Crandell wrote:
> Ok. I've been poking at this for awhile and the use of
> Projects/Timecards isn't any better. Converting a timecard to sales
> order loses all the detail we want the customer to see.
>
> Our goal is to let the customer know: when who did what to whom and how
> long it took.
>
> This is the basis for my suggestion for adjusting the input fields based
> on if it is a product or a service when filling out a Sales Order or
> Sales Invoice.
>
> Thanks
>
> On Tue, 2016-05-17 at 08:50 -0700, Bob Crandell wrote:
>> Hi Erik,
>>
>> Let's get the bug out of the way. I think it's working as designed
>> because there is no place to put a date for each activity - hence my
>> suggestion.
>>
>> Then to your suggestion, I tried to create a time card but got this:
>> Attribute (business_unit_id) does not pass the type constraint because:
>> Validation failed for 'Int' with value undef at constructor
>> LedgerSMB::Timecard::new (defined at LedgerSMB/Timecard.pm line 277)
>> line 52
>> LedgerSMB::Timecard::new('LedgerSMB::Timecard', 'checkedin',
>> 'LedgerSMB::PGDate=HASH(0x7df4ef8)', 'qty', undef, 'business_unit_id',
>> undef, 'description', undef, 'parts_id', undef, 'curr', 'USD', 'jctype',
>> 1, 'non_billable', 0, 'partnumber', 'LBO', 'transdate',
>> 'LedgerSMB::PGDate=HASH(0x7df56d8)', 'total', 0) called at
>> LedgerSMB/Scripts/timecard.pm line 180
>> LedgerSMB::Scripts::timecard::save_week('LedgerSMB=HASH(0x42f8e80)')
>> 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(0x43f0d60)', 'Try::Tiny::Catch=REF(0x43ed5a8)')
>> called at lsmb-request.pl line 125
>> LedgerSMB::Handler::call_script('timecard.pl',
>> 'LedgerSMB=HASH(0x42f8e80)') called at lsmb-request.pl line 88 require
>> lsmb-request.pl at /srv/www/htdocs/ledgersmb/timecard.pl line 8
>>
>> I don't know what a business_unit_id is.
>> "Report In" is a drop down list. What is it for?
>> The error above happens when I enter a service partnumber.
>>
>> This is version 1.4.28.
>> Have a nice day.
>>
>> On Tue, 2016-05-17 at 10:14 +0200, Erik Huelsmann wrote:
>>> Hi Bob,
>>>
>>> When creating a sales invoice what do you think of adjusting
>>> the input
>>> line depending on whether the item number is inventory or
>>> service. If
>>> the item is from inventory then the way the form is now is
>>> fine. If the
>>> item is a service then the input line should change to show:
>>> Item Number Date Tech Description Qty OH Unit Price %
>>> Extended
>>>
>>>
>>> For a given customer we need to know who went out and when
>>> along with
>>> the stuff that is already on that line.
>>>
>>>
>>> Have you tried solving this problem through the use of timecards?
>>> There,
>>>
>>> you'll be able to register names of techs, dates, times and
>>> activities, link
>>> them to services with hourly rates, convert them to sales orders and
>>>
>>> invoices. You could even create logins for the techs to file their own
>>> timecards (to save you the typing). If that workflow doesn't work for
>>> you,
>>>
>>> could you take a minute to outline why not?
>>>
>>>
>>>
>>> As a test I created a separate invoice for each time a tech
>>> went to this
>>> client. After consolidating the invoices for this client the
>>> dates were
>>> lost.
>>>
>>>
>>> Ok. This could be a bugreport? I'm not sure what the output was, but
>>> if
>>>
>>> you had separate lines for each of the times the tech went to the
>>> customer,
>>>
>>> just not the date, then this should really be a bug report. If the
>>> lines get
>>>
>>> consolidated, then, well, there really isn't a good place to mention
>>> all the
>>>
>>> different dates.
>>>
>>>
>>>
>>> Hope you can find the time to go over the various options with us!
>>>
>>>
>>>
>>>
>>> --
>>> Bye,
>>>
>>>
>>> Erik.
>>>
>>>
>>> http://efficito.com -- Hosted accounting and ERP.

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Best Wishes,

Chris Travers

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