Re: Picking project/timesheet items for invoice

On 7-May-09, at 11:59 AM, Ron Stone wrote:

> 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.

Good to know, that's much different.  I did notice that there is no  
'Our Reference' or details for PM entries, but that shouldn't be  
related.  They're just not specified.

> 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.

This is a step that isn't needed, as long as the project has a client  
ID.

> 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.

Same quantity?  If someone changes the quantity after the invoice is  
posted, the entry will show up again.

> 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.

I was able to get an already invoiced entry to show up again.  By  
partially invoicing the timesheet (2 instead of 5), it still shows up  
as 5.  Could this be related?  If I invoice 5 again, I'll be 2+5, and  
it will always show up until I invoice -2, for a total of 5.
I'll see if I can get it to show the un-invoiced quantity instead.  
Maybe that will help.

Nathan Gray
nathan at goarctic dot com


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