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Re: Picking project/timesheet items for invoice

by rstone :: Rate this Message:

Hi Nathan,

There are a couple of aspects of the workflow that are different.

First - I always add timesheet entries in the context of a project. From within a project, Add New -> Timesheet entry.
Second - I always add to an invoice by selecting Projects from the drop down.
Third - and this may be my bad, I have gotten out of the habit of selecting a client ID for the individual timesheet entries. Since I have client_id set on each project, pERP finds everything within the project.

I tried adding to an invoice from the Timesheets selection this morning. I got a much shorter list of items (perhaps 8 vs 40+). I did not have time to look at it in detail, but I did notice one item that I confirmed was already invoiced.

Let me know if there is anything I can try (workflow etc) to issolate this. I know I've seen the behavior intermittently in the past.

Many thanks,

Ron

On Thu, May 7, 2009 at 10:52 AM, Nathan Gray <nathan@...> wrote:

On 7-May-09, at 6:54 AM, rstone wrote:

I've just come back to using pERP after 4 months away. I am on 0.4 and an old
problem has crept up again. When I create a new receivable invoice and bring
up the pick list of project and timesheet entries, it shows me everything
for that customer, including items that have already been invoiced.

I know I've seen this before, and I think Nathan had confirmed that only
uninvoiced items should show up.

Any suggestions?

I am unable to duplicate the problem with timesheet entries. Here are my steps:
1. Create custom field for TimeSheet called client_id, Type Select Entry - Accounts Receivable
2. Enter two timesheet entries, no category. 5h @ $50, chose client 0502
3. AR -> Site Configuration, enable invoicing for TimeSheet, No category (2 checkboxes). GL Acct. 520000.

4. Create an invoice for client 0502
5. Add Line From TimeSheet, pick one of two timesheet entries and add it
6. Save & Post invoice

7. Create another invoice for client 0502
8. Add Line From TimeSheet, only the second entry is in the list

Any differences between what you did?
I don't have ProjectManager installed, but I can if I need to.

Any reason this problem would keep cropping up?

We don't use this feature here, so it is not something I even think to test. Even though I don't change the code, it's possible that something in TimeSheet or ProjectManager has changed to make it incompatible.

nathan at goarctic dot com

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