On Tue, Aug 9, 2016 at 10:36 PM, Bob Crandell <b...@assuredcomp.com> 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.
>
> 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 <lsmb...@sbts.com.au> 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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> >>> _______________________________________________
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> >>> Ledger-smb-users@lists.sourceforge.net
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>
>
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