Invoice other application

Stephane_Gauvin 2007-11-26 17:57:32 UTC #1

Hey Hey Hello Nathan,

Who can I charge (do invoice) of my “project or Time Sheet” ?

I have already select in perp_ar “invoice other application” and select categories…

But Where I need to go to do my invoice for a category ?

Thanks,

Nathan_Gray-2 2007-11-26 18:17:32 UTC #2

Who can I charge (do invoice) of my “project or Time Sheet” ?

I have already select in perp_ar “invoice other application” and
select categories…

But Where I need to go to do my invoice for a category ?

Create a new invoice (Accounts Receivable -> Invoices -> New Invoice)
Select the client & other parameters
Click the Add Line From… button, you should get a popup of matching
items.

Nathan Gray
nathan at goarctic dot com

This SF.net email is sponsored by: Microsoft
Defy all challenges. Microsoft® Visual Studio 2005.
http://clk.atdmt.com/MRT/go/vse0120000070mrt/direct/01/

Perp-developers mailing list
Perp-developers@lists.sourceforge.net
https://lists.sourceforge.net/lists/listinfo/perp-developers

Stephane_Gauvin 2007-11-26 18:37:03 UTC #3

Hello Nathan,

I click on Add line from… A pop up comes up but empty line… No
information…

Any idea ?

Thanks,

Stéphane

“Nathan Gray” nathan@goarctic.com Ecrivait:

Who can I charge (do invoice) of my “project or Time Sheet” ?

I have already select in perp_ar “invoice other application” and
select categories…

But Where I need to go to do my invoice for a category ?

Create a new invoice (Accounts Receivable -> Invoices -> New Invoice)
Select the client & other parameters
Click the Add Line From… button, you should get a popup of matching
items.

Nathan Gray
nathan at goarctic dot com

–
Stéphane Gauvin, T.P.
Président / Technologue
Service Informatique SG
sgauvin@serviceinfosg.com

This SF.net email is sponsored by: Microsoft
Defy all challenges. Microsoft® Visual Studio 2005.
http://clk.atdmt.com/MRT/go/vse0120000070mrt/direct/01/

Perp-developers mailing list
Perp-developers@lists.sourceforge.net
https://lists.sourceforge.net/lists/listinfo/perp-developers

Nathan_Gray-2 2007-11-26 20:00:24 UTC #4

Hello Nathan,

I click on Add line from… A pop up comes up but empty line… No
information…

How many results do you expect?
How many projects have you set the matching client_id for, and how
many elements does each have?

Nathan Gray
nathan at goarctic dot com

This SF.net email is sponsored by: Microsoft
Defy all challenges. Microsoft® Visual Studio 2005.
http://clk.atdmt.com/MRT/go/vse0120000070mrt/direct/01/

Perp-developers mailing list
Perp-developers@lists.sourceforge.net
https://lists.sourceforge.net/lists/listinfo/perp-developers

Stephane_Gauvin 2007-11-28 01:44:19 UTC #5

Hello Nathan,

I dont understand how it work !!!

I have a lot of Project created with in a lot of Time Sheet…

So Who can I get all entry when I click on “Add Invoice From”

Thanks,

Stéphane

Nathan_Gray-2 2007-11-28 15:11:17 UTC #6

Start with 1 project.
You have the needed custom field, client_id, set for that project.

In Admin->Accounts Receivable->Site Configuration, the following is
at the bottom:

Stephane_Gauvin 2007-11-28 16:40:34 UTC #7

Hello Nathan,

I try a lot of thing… But no success…

So just for your information I think I found something wrong…

When I create a client, I use the phone number of the client like 5555551111.

But I think the pERP auto assign a number in the database different of the selected ID from the user.

So a customer “client_id” in the database should be 1,2,3,etc. but not number 5555551111 .

So I think the problem was here that I could not see my project when I click on “Add invoice from”

What you think about it ?

Thanks,

Stéphane

Nathan Gray:

On 27-Nov-07, at 6:44 PM, Stéphane Gauvin wrote:

Hello Nathan,

I dont understand how it work !!!

I have a lot of Project created with in a lot of Time Sheet…

So how can I get all entry when I click on “Add Invoice From”

Start with 1 project.
You have the needed custom field, client_id, set for that project.

In Admin->Accounts Receivable->Site Configuration, the following is
at the bottom:

You need both checkboxes selected. The PM check enables invoicing
PM. The category checks allow those particular categories to be
invoiced, and No category allows Projects with No category to be
invoiced.

When you create an invoice, you must set the client first.

If all of the above is correct, and it still doesn’t work, try:

Create another category in ProjectManager

Assign a project to that category

Enable invoicing of that category in AR

Try and invoice again

Let me know if that works

Nathan Gray
nathan at goarctic dot com

SF.Net email is sponsored by: The Future of Linux Business White Paper
from Novell. From the desktop to the data center, Linux is going
mainstream. Let it simplify your IT future.
http://altfarm.mediaplex.com/ad/ck/8857-50307-18918-4

Perp-developers mailing list
Perp-developers@lists.sourceforge.net
https://lists.sourceforge.net/lists/listinfo/perp-developers

Nathan_Gray-2 2007-11-28 16:57:27 UTC #8

Hello Nathan,

I try a lot of thing… But no success…

Please confirm, among the things tried were the instructions I
provided, exactly, yes or no.
If the instructions provided do not work, please indicate the step
where the results deviate from the expected.

So just for your information I think I found something wrong…

When I create a client, I use the phone number of the client like
5555551111.
But I think the pERP auto assign a number in the database different
of the
selected ID from the user.

This is correct. Humans use all kinds of weird references. pERP
uses an auto incrementing integer internally.
Your number is stored as the client number, and is for human
reference only.

So a customer “client_id” in the database should be 1,2,3,etc. but not
number 5555551111 .

This is correct, however client_id != client_num != user_id
client_id: {1,2,3,…}
client_num: {5555551111, 0012, 1002, AB701C}
user_id: {-2, 3, 5}

This does not change the fact that you need a custom field in the
project manager named client_id.

Start with 1 project.
You have the needed custom field, client_id, set for that project.

In Admin->Accounts Receivable->Site Configuration, the following is
at the bottom:

You need both checkboxes selected. The PM check enables invoicing
PM. The category checks allow those particular categories to be
invoiced, and No category allows Projects with No category to be
invoiced.

When you create an invoice, you must set the client first.

If all of the above is correct, and it still doesn’t work, try:

Create another category in ProjectManager

Assign a project to that category

Enable invoicing of that category in AR

Try and invoice again

Let me know if that works

Nathan Gray
nathan at goarctic dot com

Nathan Gray
nathan at goarctic dot com

SF.Net email is sponsored by: The Future of Linux Business White Paper
from Novell. From the desktop to the data center, Linux is going
mainstream. Let it simplify your IT future.
http://altfarm.mediaplex.com/ad/ck/8857-50307-18918-4

Perp-developers mailing list
Perp-developers@lists.sourceforge.net
https://lists.sourceforge.net/lists/listinfo/perp-developers

Stephane_Gauvin 2007-11-28 22:08:37 UTC #9

OK Nathan it work now !!!

Sorry I made a mistake when I create the custom field !!!

So I’m very sorry…

Have a nice day,

Stéphane

Nathan Gray:

On 28-Nov-07, at 9:40 AM, Stéphane Gauvin wrote:

Hello Nathan,

I try a lot of thing… But no success…

Please confirm, among the things tried were the instructions I
provided, exactly, yes or no.
If the instructions provided do not work, please indicate the step
where the results deviate from the expected.

So just for your information I think I found something wrong…

When I create a client, I use the phone number of the client like
5555551111.
But I think the pERP auto assign a number in the database different
of the
selected ID from the user.

This is correct. Humans use all kinds of weird references. pERP
uses an auto incrementing integer internally.
Your number is stored as the client number, and is for human
reference only.

So a customer “client_id” in the database should be 1,2,3,etc. but not
number 5555551111 .

This is correct, however client_id != client_num != user_id
client_id: {1,2,3,…}
client_num: {5555551111, 0012, 1002, AB701C}
user_id: {-2, 3, 5}

This does not change the fact that you need a custom field in the
project manager named client_id.

Start with 1 project.
You have the needed custom field, client_id, set for that project.

In Admin->Accounts Receivable->Site Configuration, the following is
at the bottom:

You need both checkboxes selected. The PM check enables invoicing
PM. The category checks allow those particular categories to be
invoiced, and No category allows Projects with No category to be
invoiced.

When you create an invoice, you must set the client first.

If all of the above is correct, and it still doesn’t work, try:

Create another category in ProjectManager

Assign a project to that category

Enable invoicing of that category in AR

Try and invoice again

Let me know if that works

Nathan Gray
nathan at goarctic dot com

Nathan Gray
nathan at goarctic dot com

SF.Net email is sponsored by: The Future of Linux Business White Paper
from Novell. From the desktop to the data center, Linux is going
mainstream. Let it simplify your IT future.
http://altfarm.mediaplex.com/ad/ck/8857-50307-18918-4

Perp-developers mailing list
Perp-developers@lists.sourceforge.net
https://lists.sourceforge.net/lists/listinfo/perp-developers