did you check: http://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz+in+a+service +and+project+oriented+company
where it is all explained? Regards, Hans On Mon, 2010-02-01 at 08:30 -0500, Ruth Hoffman wrote: > 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 > >>>>>>>>> > >>> > > > > -- Antwebsystems.com: Quality OFBiz services for competitive rates
