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. > > Robust and Flexible. No vendor lock-in. > > ------------------------------------------------------------------------------ > > Mobile security can be enabling, not merely restricting. Employees who > > bring their own devices (BYOD) to work are irked by the imposition of MDM > > restrictions. Mobile Device Manager Plus allows you to control only the > > apps on BYO-devices by containerizing them, leaving personal data untouched! > > https://ad.doubleclick.net/ddm/clk/304595813;131938128;j > > _______________________________________________ > > Ledger-smb-users mailing list > > Ledger-smb-users@lists.sourceforge.net > > https://lists.sourceforge.net/lists/listinfo/ledger-smb-users > -- Bob Crandell Assured Computing, Inc. DBA 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, ------------------------------------------------------------------------------ What NetFlow Analyzer can do for you? Monitors network bandwidth and traffic patterns at an interface-level. Reveals which users, apps, and protocols are consuming the most bandwidth. Provides multi-vendor support for NetFlow, J-Flow, sFlow and other flows. Make informed decisions using capacity planning reports. http://pubads.g.doubleclick.net/gampad/clk?id=1444514421&iu=/41014381 _______________________________________________ Ledger-smb-users mailing list Ledger-smb-users@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/ledger-smb-users