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how to manage services contract
05-01-2017, 04:06 AM (This post was last modified: 05-01-2017 04:09 AM by dalescott.)
Post: #1
how to manage services contract
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

http://www.dalescott.net
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05-01-2017, 06:44 AM (This post was last modified: 05-01-2017 06:45 AM by phil.)
Post: #2
RE: how to manage services contract
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

Phil Daintree
webERP Admin
Logic Works Ltd
http://www.logicworks.co.nz
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