How to add task time to a new invoice
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How to add task time to a new invoice
 
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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 |
Re: How to add task time to a new invoice
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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 |
Re: How to add task time to a new invoice
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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 >> |
Re: How to add task time to a new invoice
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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 |
Re: How to add task time to a new invoice
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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 >>>> >>>> |
Re: How to add task time to a new invoice
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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 |
Re: How to add task time to a new invoice
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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 >>>>>> >>>>>> >>>>>> |
Re: How to add task time to a new invoice
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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 >>>>>>> > |
Re: How to add task time to a new invoice
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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 >>>>>>>> >> |
Re: How to add task time to a new invoice
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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" [hidden email] 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 >>>>>>>>> >>> > > |
Re: How to add task time to a new invoice
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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" > [hidden email] > 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 |
Re: How to add task time to a new invoice
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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" >> [hidden email] >> 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 >>>>>>>>>>> >>>>>>>>>>> >>> |
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