Hi Hans:
Yes - this is extremely useful and got me to the point where I could ask
the question(s) I asked last night. In fact, that document has given me
the confidence to say (to my client) "yes, this can be done".
Now, I'm left with putting together a demonstration such that I may walk
through and show this person exactly how this would work from a
consultant's point of view and from the business owner's point of view.
So, when I asked how to get my timesheets associated with a project and
then generate an invoice, this was from trying to use the Project
Manager as a consultant would use it. There is nothing anywhere that I
can find that describes the steps to accomplish this task. Certainly
there is nothing that indicates that time sheets have to be dated a
certain way to be eligible for inclusion in an invoice. And there is no
indication anywhere of how to change dates on a time sheet to make them
eligible for use when generating new invoices. I even looked at the form
widget and cannot find this.
BTW, I haven't yet tried what you suggested last night. That's a task
for later today.
Thanks for all your help. Your document and your suggestions posted on
this list have saved me countless hours. Hopefully, we can work through
the rest of this together and I'll have my demo (and the Wiki)
documentation wrapped up soon.
Regards,
Ruth
Hans Bakker wrote:
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
