Hi Taher,
Thanks for your advice and indeed this has been think through, to be a
global improvement in invoice creation, based on time entries billing.
This would apply for both (project and Scrum), and this could be the
good way to refactor both invoice creation process (two different
services that are not so far from each other).
We only are within the conception step, and wanted to share our thought
about it.
And we might need to move this thread to dev list ?
Best Regards,
Gil
On 26/07/2016 12:46, Taher Alkhateeb wrote:
Hi Florian,
Thank you for taking the time to think about this. Have you considered
unifying the solutions by making the links and all the business logic
between the WorkEffort and Product? Then maybe just build the whole
solution for any upper components (project, scrum, etc ..) around that, and
fetch the logic for invoicing based on the workeffort type or any
attributes / parameters related to that?
Regards,
Taher Alkhateeb
On Tue, Jul 26, 2016 at 1:24 PM, Montalbano Florian <
florian.montalb...@nereide.fr> wrote:
Thank you for your answer.
I understand what you mean for the link between Scrum and invoicing. It's
just that I saw the functionality allowing to create an invoice from Scrum
hours in the Scrum component, I didn't think about the fundamental use of
the Scrum.
I talked over this subject with Gil and we came up with the following
proposition :
We took into account that taxes are a very complicated matter since it can
be different from a country to another.
As you said, we have TimeEntry that are linked to a WorkEffort. From the
WorkEffort, we have a relation to the WorkEffortGoodStandard and then to
Product (and thus ProductCategory).
What does this Product stand for a WorkEffort such as a task ? Well, a
task in a project may be of different type. For example :
- A programming task
- A cleaning task
- Preparing a drink party
- Checking the electrical installation
And each of these type might have a specific tax associated. That's why
you should be able to chose the good product representing the task. Of
course, for the Scrum component, it is easier since it is more
computer-science-oriented.
So when we create a task, we can have an optional lookup for selecting a
Product (on which taxes are customizable,the lookup is optional so it won't
hinder the creation of a task and disturb what is already used). When the
task is created, an entry is created in the WorkEffortGoodStandard.
At the moment the invoice is created, we can retrieve this Product by
querying the table WorkEffortGoodStandard for each TimeEntry to bill. The
taxes can be customized by creating specific Product and ProductCategory
(that way, each country tax laws may be respected).
This link to a product is enabled for the Scrum Default Task but the
ProductId is not retrieved when the invoice is created.
With a Product associated to the WorkEffort, we can add this information
(ProductId) when creating an InvoiceItem from the TimeEntry. And with an
associated product, we can add taxes.
Possible improvement :
We could define a link with a Product from either Task/Phase/Project (for
the Project Component) and a Task/BacklogItem/Sprint/Project (for the Scrum
Component).
The ProductId associated with the InvoiceItem will be the more specific
WorkEffort. We can check that by starting from a Task and checking
recursively the parent WorkEffort until one has an entry in
WorkEffortGoodStandard.
I think this is not the clearest "improvement proposal" so feel free to
comment, ask questions or react about this.
Have a nice day,
Thanks
Florian
Le 23/07/2016 à 22:57, Jacques Le Roux a écrit :
Hi Florian,
Conceptually I don't see why the Scrum component should be related to
accounting. After all Scrum is only an organisational method. So it seems a
bit stretched to invoice from Scrum.
But this is minor, because on the other hand a project seems legitimate
to be linked to an invoice.
A project is basically a WorkEffort and I think you should look into this
direction, like WorkEffortBilling and TimeEntry...
This of course does not mean that you will find something ready OOTB
HTH
Jacques
Le 20/07/2016 à 14:37, Montalbano Florian a écrit :
Hi everyone,
I discovered that I need to put a tax line on the invoice when billing
hours spent on a project.
I can create the invoice with the hours from the project component (or
scrum) but when I try to "add tax", an error message is displayed saying
that there is no productId to calculate the tax from. So I looked into the
items tab of the invoice and it was right about that :'( There is no
product linked to the hours.
I can add "by hand" a product "HoursSpendOnAProject" to every items of
the invoice afterwards but it is not very user-friendly.
Is there a way to automatically link my hours to a product ? (I thought
that it would be ok from the Scrum component, since projects are linked to
a product, but it is the same)
Or maybe I'm missing a setting somewhere ?
Have a nice day,
Thanks,
Florian Montalbano
