how to manage services contract - Printable Version +- webERP Forum (http://www.weberp.org/forum) +-- Forum: webERP Discussion (http://www.weberp.org/forum/forumdisplay.php?fid=1) +--- Forum: How To ? (http://www.weberp.org/forum/forumdisplay.php?fid=6) +--- Thread: how to manage services contract (/showthread.php?tid=4350) |
how to manage services contract - dalescott - 05-01-2017 Hi, I'm a newb using webERP for services and now have a 6-month contract for engineering services. I will invoice every two weeks, payment will be made by cheque within 14 days. I need to include an itemization with the invoice giving hours worked each day with comments. I created an item called "CONSULTING", but am unsure "how" to create the sales order and do partial invoicing. E.g. should I create one sales order for 960 hours, create a sales order for every invoice, or create a contract? I've been experimenting with different procedures (re-loading a backup when I hit a dead end), but would really appreciate workflow suggestions. Thanks! Dale RE: how to manage services contract - phil - 05-01-2017 Suggest one order for consulting for the contract. The consulting item would be a "service" or dummy item so there is no physical stock to account for. Ensure that the system parameters has Order Entry allows Line Item Narrative: set to allow narrative then you can write a big story about what the hours charged were for. You would just invoice for the hours done each month and the remaining balance of the order |