c2c-oerpscenario team mailing list archive

[Kevin McMenamin <821261@xxxxxxxxxxxxxxxxxx>]

Amit

Firstly you make a good point about that task not being automatically
linked to the project - in my view this is a gap as it requires an
additional manual step for the user to do the linking - really if the SO
has an analytic account that is a project, that project should be
updated to the task when it is created.

Now to the bug...

You can actually create invoices from multiple sources - from a SO, from
time (either linked to a task or to a project) or standalone (within the
accounting area). So a SO is only one way.

For service lines created by a SO a task is created. When time is
allocated against that task there is the ability to invoice for that
time (e.g. see projects | invoicing | invoicing tasks work (the same
function appears in multiple menus).

Have attached video to help explain.

Thanks
Kevin

** Attachment added: "Invoicing tasks.ogv.tar.gz"
   https://bugs.launchpad.net/openobject-addons/+bug/821261/+attachment/2266877/+files/Invoicing%20tasks.ogv.tar.gz

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https://bugs.launchpad.net/bugs/821261

Title:
  Task from sale order - can invoice both

Status in OpenERP Modules (addons):
  Incomplete

Bug description:
  A task created from a sales order. Do some work & close the task - is
  now billable time. Create an invoice. Go back to the sales order and
  create an invoice. Effectively have invoiced for the same work twice -
  not good.

  The two items are logically linked, so if billed via the task the
  sales order line should now be flagged as invoiced (and linked to the
  correct invoice & line). If billed via the sales order, then the
  quantity billed from the sale order should not be able to be billed
  via the task.

  If qty worked <> qty on sale order should be a message at whichever is
  generating invoice so user can make decision on how to handle.

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