OFBIZ-6865 Terms for invoices

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OFBIZ-6865 Terms for invoices

Pierre Smits
Hi all,

A major aspect of invoicing sales is setting the correct terms for it. When
a new sales invoice is manually created and it is based on an agreement
(with terms), the terms from the agreement is copied to the invoice.
Likewise, when a sales invoice is based on an order and the order has terms
the terms are copied too.

However, when an invoice is created from time entries approved in a
project, there is no apparent association with either agreement or order
and thus terms terms are not set.

This must then be done at invoice level (in edit mode). But this
functionality is not in current released version, nor in upcoming
release(s). This functionality was introduced in OFBIZ-6865
<https://issues.apache.org/jira/browse/OFBIZ-6865> and has been committed
to trunk.

Can we commit this piece of work also to branch 15.12 and include this in
its upcoming release?
Invoicing is very important and must be done right and when terms can not
be set or edited on invoice level it would seriously hinder adoption. We
should not postpone this to some unplanned future release.

Best regards,


Pierre Smits

ORRTIZ.COM <http://www.orrtiz.com>
OFBiz based solutions & services

OFBiz Extensions Marketplace
http://oem.ofbizci.net/oci-2/
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Re: OFBIZ-6865 Terms for invoices

Jacques Le Roux
Administrator
I see no problems with that, +1

Jacques

Le 03/05/2016 à 08:29, Pierre Smits a écrit :

> Hi all,
>
> A major aspect of invoicing sales is setting the correct terms for it. When
> a new sales invoice is manually created and it is based on an agreement
> (with terms), the terms from the agreement is copied to the invoice.
> Likewise, when a sales invoice is based on an order and the order has terms
> the terms are copied too.
>
> However, when an invoice is created from time entries approved in a
> project, there is no apparent association with either agreement or order
> and thus terms terms are not set.
>
> This must then be done at invoice level (in edit mode). But this
> functionality is not in current released version, nor in upcoming
> release(s). This functionality was introduced in OFBIZ-6865
> <https://issues.apache.org/jira/browse/OFBIZ-6865> and has been committed
> to trunk.
>
> Can we commit this piece of work also to branch 15.12 and include this in
> its upcoming release?
> Invoicing is very important and must be done right and when terms can not
> be set or edited on invoice level it would seriously hinder adoption. We
> should not postpone this to some unplanned future release.
>
> Best regards,
>
>
> Pierre Smits
>
> ORRTIZ.COM <http://www.orrtiz.com>
> OFBiz based solutions & services
>
> OFBiz Extensions Marketplace
> http://oem.ofbizci.net/oci-2/
>

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Re: OFBIZ-6865 Terms for invoices

Sharan-F
+1

Although it has gone into the trunk as an improvement, I see this as a
little hole in functionality that needs fixing, so I would also support
backporting it to 14.12 so that it will be included in our next release.

Thanks
Sharan

On 03/05/2016 08:45, Jacques Le Roux wrote:

> I see no problems with that, +1
>
> Jacques
>
> Le 03/05/2016 à 08:29, Pierre Smits a écrit :
>> Hi all,
>>
>> A major aspect of invoicing sales is setting the correct terms for
>> it. When
>> a new sales invoice is manually created and it is based on an agreement
>> (with terms), the terms from the agreement is copied to the invoice.
>> Likewise, when a sales invoice is based on an order and the order has
>> terms
>> the terms are copied too.
>>
>> However, when an invoice is created from time entries approved in a
>> project, there is no apparent association with either agreement or order
>> and thus terms terms are not set.
>>
>> This must then be done at invoice level (in edit mode). But this
>> functionality is not in current released version, nor in upcoming
>> release(s). This functionality was introduced in OFBIZ-6865
>> <https://issues.apache.org/jira/browse/OFBIZ-6865> and has been
>> committed
>> to trunk.
>>
>> Can we commit this piece of work also to branch 15.12 and include
>> this in
>> its upcoming release?
>> Invoicing is very important and must be done right and when terms can
>> not
>> be set or edited on invoice level it would seriously hinder adoption. We
>> should not postpone this to some unplanned future release.
>>
>> Best regards,
>>
>>
>> Pierre Smits
>>
>> ORRTIZ.COM <http://www.orrtiz.com>
>> OFBiz based solutions & services
>>
>> OFBiz Extensions Marketplace
>> http://oem.ofbizci.net/oci-2/
>>
>
>

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Re: OFBIZ-6865 Terms for invoices

Jacopo Cappellato-5
+1

On Tue, May 3, 2016 at 12:49 PM, Sharan Foga <[hidden email]> wrote:

> +1
>
> Although it has gone into the trunk as an improvement, I see this as a
> little hole in functionality that needs fixing, so I would also support
> backporting it to 14.12 so that it will be included in our next release.
>
> Thanks
> Sharan
>
>
> On 03/05/2016 08:45, Jacques Le Roux wrote:
>
>> I see no problems with that, +1
>>
>> Jacques
>>
>> Le 03/05/2016 à 08:29, Pierre Smits a écrit :
>>
>>> Hi all,
>>>
>>> A major aspect of invoicing sales is setting the correct terms for it.
>>> When
>>> a new sales invoice is manually created and it is based on an agreement
>>> (with terms), the terms from the agreement is copied to the invoice.
>>> Likewise, when a sales invoice is based on an order and the order has
>>> terms
>>> the terms are copied too.
>>>
>>> However, when an invoice is created from time entries approved in a
>>> project, there is no apparent association with either agreement or order
>>> and thus terms terms are not set.
>>>
>>> This must then be done at invoice level (in edit mode). But this
>>> functionality is not in current released version, nor in upcoming
>>> release(s). This functionality was introduced in OFBIZ-6865
>>> <https://issues.apache.org/jira/browse/OFBIZ-6865> and has been
>>> committed
>>> to trunk.
>>>
>>> Can we commit this piece of work also to branch 15.12 and include this in
>>> its upcoming release?
>>> Invoicing is very important and must be done right and when terms can not
>>> be set or edited on invoice level it would seriously hinder adoption. We
>>> should not postpone this to some unplanned future release.
>>>
>>> Best regards,
>>>
>>>
>>> Pierre Smits
>>>
>>> ORRTIZ.COM <http://www.orrtiz.com>
>>> OFBiz based solutions & services
>>>
>>> OFBiz Extensions Marketplace
>>> http://oem.ofbizci.net/oci-2/
>>>
>>>
>>
>>
>
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Re: OFBIZ-6865 Terms for invoices

Jacques Le Roux
Administrator
I'll commit tomorrow if nobody is against it

Jacques


Le 04/05/2016 à 09:48, Jacopo Cappellato a écrit :

> +1
>
> On Tue, May 3, 2016 at 12:49 PM, Sharan Foga <[hidden email]> wrote:
>
>> +1
>>
>> Although it has gone into the trunk as an improvement, I see this as a
>> little hole in functionality that needs fixing, so I would also support
>> backporting it to 14.12 so that it will be included in our next release.
>>
>> Thanks
>> Sharan
>>
>>
>> On 03/05/2016 08:45, Jacques Le Roux wrote:
>>
>>> I see no problems with that, +1
>>>
>>> Jacques
>>>
>>> Le 03/05/2016 à 08:29, Pierre Smits a écrit :
>>>
>>>> Hi all,
>>>>
>>>> A major aspect of invoicing sales is setting the correct terms for it.
>>>> When
>>>> a new sales invoice is manually created and it is based on an agreement
>>>> (with terms), the terms from the agreement is copied to the invoice.
>>>> Likewise, when a sales invoice is based on an order and the order has
>>>> terms
>>>> the terms are copied too.
>>>>
>>>> However, when an invoice is created from time entries approved in a
>>>> project, there is no apparent association with either agreement or order
>>>> and thus terms terms are not set.
>>>>
>>>> This must then be done at invoice level (in edit mode). But this
>>>> functionality is not in current released version, nor in upcoming
>>>> release(s). This functionality was introduced in OFBIZ-6865
>>>> <https://issues.apache.org/jira/browse/OFBIZ-6865> and has been
>>>> committed
>>>> to trunk.
>>>>
>>>> Can we commit this piece of work also to branch 15.12 and include this in
>>>> its upcoming release?
>>>> Invoicing is very important and must be done right and when terms can not
>>>> be set or edited on invoice level it would seriously hinder adoption. We
>>>> should not postpone this to some unplanned future release.
>>>>
>>>> Best regards,
>>>>
>>>>
>>>> Pierre Smits
>>>>
>>>> ORRTIZ.COM <http://www.orrtiz.com>
>>>> OFBiz based solutions & services
>>>>
>>>> OFBiz Extensions Marketplace
>>>> http://oem.ofbizci.net/oci-2/
>>>>
>>>>
>>>

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Re: OFBIZ-6865 Terms for invoices

Jacques Le Roux
Administrator
Done

Jacques


Le 04/05/2016 à 10:48, Jacques Le Roux a écrit :

> I'll commit tomorrow if nobody is against it
>
> Jacques
>
>
> Le 04/05/2016 à 09:48, Jacopo Cappellato a écrit :
>> +1
>>
>> On Tue, May 3, 2016 at 12:49 PM, Sharan Foga <[hidden email]> wrote:
>>
>>> +1
>>>
>>> Although it has gone into the trunk as an improvement, I see this as a
>>> little hole in functionality that needs fixing, so I would also support
>>> backporting it to 14.12 so that it will be included in our next release.
>>>
>>> Thanks
>>> Sharan
>>>
>>>
>>> On 03/05/2016 08:45, Jacques Le Roux wrote:
>>>
>>>> I see no problems with that, +1
>>>>
>>>> Jacques
>>>>
>>>> Le 03/05/2016 à 08:29, Pierre Smits a écrit :
>>>>
>>>>> Hi all,
>>>>>
>>>>> A major aspect of invoicing sales is setting the correct terms for it.
>>>>> When
>>>>> a new sales invoice is manually created and it is based on an agreement
>>>>> (with terms), the terms from the agreement is copied to the invoice.
>>>>> Likewise, when a sales invoice is based on an order and the order has
>>>>> terms
>>>>> the terms are copied too.
>>>>>
>>>>> However, when an invoice is created from time entries approved in a
>>>>> project, there is no apparent association with either agreement or order
>>>>> and thus terms terms are not set.
>>>>>
>>>>> This must then be done at invoice level (in edit mode). But this
>>>>> functionality is not in current released version, nor in upcoming
>>>>> release(s). This functionality was introduced in OFBIZ-6865
>>>>> <https://issues.apache.org/jira/browse/OFBIZ-6865> and has been
>>>>> committed
>>>>> to trunk.
>>>>>
>>>>> Can we commit this piece of work also to branch 15.12 and include this in
>>>>> its upcoming release?
>>>>> Invoicing is very important and must be done right and when terms can not
>>>>> be set or edited on invoice level it would seriously hinder adoption. We
>>>>> should not postpone this to some unplanned future release.
>>>>>
>>>>> Best regards,
>>>>>
>>>>>
>>>>> Pierre Smits
>>>>>
>>>>> ORRTIZ.COM <http://www.orrtiz.com>
>>>>> OFBiz based solutions & services
>>>>>
>>>>> OFBiz Extensions Marketplace
>>>>> http://oem.ofbizci.net/oci-2/
>>>>>
>>>>>
>>>>
>
>