On Dec 17, 2009, at 8:23 AM, David E Jones wrote: > > I guess that does introduce an interesting dilemma... > > BTW, just a quick correction on what I wrote: it's not one invoice per order, > but rather one invoice per shipment (ie a shipment may be for a partial > order, and can include items from multiple orders). >
Yes, I understood what you were saying, no confusion here. Jacopo > -David > > > On Dec 17, 2009, at 1:21 AM, Jacopo Cappellato wrote: > >> You are right about this David; on the other hand I know that here in Italy >> (Europe?) there are tons of companies that will claim that they cannot >> invoice once per order. >> Of course they could, but in that way the work of accountants would be >> easier and in Europe we like complicated things. >> >> Jacopo >> >> On Dec 17, 2009, at 7:33 AM, David E Jones wrote: >> >>> >>> The more common approach is to invoice each order, accumulate invoices >>> throughout the month, and then send a statement (based on a Billing Account >>> for all outstanding invoices). >>> >>> Is there a reason you don't want to distinguish between invoices and >>> statements? >>> >>> -David >>> >>> >>> On Dec 16, 2009, at 11:07 PM, [email protected] wrote: >>> >>>> Hi >>>> >>>> I need to have an invoice generated regularly, say once a month or perhaps >>>> on demand, for all items ordered by each customer during that month "on >>>> account". There doesn't seem to be any support for this at the moment >>>> (please point me to it if I'm wrong). >>>> >>>> I doubt I'm the only one that needs this, so I'd appreciate some advice as >>>> to how to implement it so it is unlikely to adversely affect existing >>>> functionality, and so it has a chance of being accepted into trunk. >>>> >>>> Main requirements are: >>>> >>>> - orders can be fulfilled (i.e. shipped goods or supplied services) >>>> without generating an invoice >>>> - at a regular configurable interval, an invoice is generated for each >>>> customer, containing all previously uninvoiced order items. >>>> >>>> So a customer can order (and receive) 5 widgets on the 5th of the month, >>>> and 4 gizmos on the 20th. On the 30th of the month, a single invoice is >>>> generated which contains one item for 5 widgets and another item for 4 >>>> gizmos. This is similar to staying in a hotel, where eating in the >>>> restaurant is charged to your room, and you receive one invoice at the end >>>> of your stay listing all your restaurant orders. >>>> >>>> So far, I'm thinking of achieving this by: >>>> >>>> - putting fulfilled orders into Sent status, without generating an invoice >>>> (maybe I need to introduce a Sent status for order items?) >>>> - creating a service which gathers all order items for a customer that are >>>> in Sent status, generates a single invoice for all of them, and sets their >>>> status to Completed. >>>> >>>> I am still going through the existing system, trying to work out the best >>>> places and ways to achieve this. >>>> >>>> If there's a better approach I should consider, or anything I need to >>>> watch out for, I would greatly appreciate hearing about it! >>>> >>>> Cheers, >>>> Anne. >>>> >>>> -- >>>> Coherent Software Australia Pty Ltd >>>> PO Box 2773 >>>> Cheltenham Vic 3192 >>>> Phone: (03) 9585 6788 >>>> Fax: (03) 9585 1086 >>>> Web: http://www.cohsoft.com.au/ >>>> Email: [email protected] >>>> >>>> Bonsai ERP, the all-inclusive ERP system >>>> http://www.bonsaierp.com.au/ >>>> >>> >> >
