Hi Chris:
I was thinking that if I can get Hans to help me through this, I'd
update the Wiki first with more detailed instructions.
FYI - this is sort of a diversion from what I'm trying to finish up now:
some basic accounting & marketing "how to" info in the E-Commerce OOTB
book. But someone has asked me to demonstrate to them how one might use
OFBiz within a Consulting/Software Product company. And, ever mindful of
possible future training/book topics, I thought I'd give it a whirl.
Thanks for the support!
----------------------------------------------------
Find me on the web at http://www.myofbiz.com or Google keyword "myofbiz"
[email protected]
Ruth
Christopher Snow wrote:
Hi Ruth,
When you have figured out how to use ofbiz for a consulting firm, will
you be including this in one of your books? I would certainly like to
know how to do this, but without having to go through all the "pain"
that you have gone through!
Many thanks,
Chris
Ruth Hoffman wrote:
OK, can't do that because one already exist...plan "b", start all
over new project, new timesheet.
TIA
Ruth
Ruth Hoffman wrote:
Hi Hans:
It is not really clear how to do that. I get mired down chasing
navigation links. Anyhow, I'll try creating a new time sheet with a
through date before the end of the current month and see if that one
shows up.
TIA
Ruth
Hans Bakker wrote:
you can adjust the date to a later date before creating he invoice
On Sun, 2010-01-31 at 17:40 -0500, Ruth Hoffman wrote:
Hi Hans:
So, I shall check my timesheets for end dates relative to the
current month (since I'm creating a new invoice)
Thanks again
Ruth
Hans Bakker wrote:
Hi Ruth,
when you create an invoice, you can set the end date which
defaults to
the end of the last month what normally should be ok for monthly
billing...
if your timesheets however are later....then they cannot be
found.....
Regards,
Hans
On Sun, 2010-01-31 at 17:30 -0500, Ruth Hoffman wrote:
Hi Hans:
Thanks for the quick reply!
I thought that is how it might work. I tried this...and I get
the following error: "No timeentry items found". This lead me to
believe that I have to do something else besides
create project -> create phase -> create task -> create
timesheet -> set timesheet to complete
Then when I bring up the "Billing" tab for my project I see
"Hours not yet billed information" and my timesheets are all
listed.
When I go to "Add all reported/approved task time to a new
invoice" I get that response.
So, I think I'm missing something?
TIA
Ruth
Hans Bakker wrote:
timesheets have tasks...if you report on a task, the tasks are
related
to a project.
you have to 'complete' the timesheet in order for it to appear
in the
project billing tab.
Regards
Hans
On Sun, 2010-01-31 at 17:06 -0500, Ruth Hoffman wrote:
Quick question about the Project Manager application:
How does one associate timesheets with projects?
I see where I can "Add all reported/approved task time to a
new invoice" but how do I get a task "approved". And how do I
associate the timesheet (which I am assuming is the "task
time") with a project?
TIA
Ruth
