Re: [SL] Cannot create invoice from orders

[Paul T. <pt...@wa...>]

If you want to produce an invoice, you sold something it would seem.
If you sold services or goods is neither here nor there.

Apart form the fact that there is no stock for services it is pretty much
the same as goods.
Come to think of it, if you are the only resource and you are fully booked,
you can no more sell services then you could sell laptop computer not
available in stock.

When you add an article, you het the question if it is a goods or a service.
Choice would be obvious. Prepare a service, change / update sales order to
contain the for sale new service article, try again. That should get you
going.  Maybe you should also  check the timecard details, I have not worked
with them yet, but seems logical to suppose there will be a flag for hours
to be either billable or not. Make sure it is billable before trying to
produce a bill.

2008/11/9 Alan Murrell <li...@mu...>

> ----- la...@cl... wrote:
>
> > Could it be it has been locked? The latest feature a sale order gets
> > locked if you have tried creating a sales invoice from it.
>
> That's the thing; after I created the Sales Order from the time card, I
> cannot open the Sales Order to create the invoice.  I can only list it from
> a report, and from the report listing I am unable to open it.
>
> Here is the process I went through:
>
>  1.) Created a new project under "Projects > Add Project"
>  2.) Created a time card for the project
>  3.) Generated a Sales Order:
>      a.) Clicked on "Projects > Generate > Sales Orders"
>      b.) Selected the project, clicked "Detail", then "Continue"
>      c.) Selected the time card I had just created
>      d.) Clicked "Generate Sales Orders"
>
> After the above is where I get stuck.  I cannot see anywhere other than
> "Order Entry > Reports" to call up the invoice, but when it is called up in
> the report, I cannot click on it.  I just went through the above by doing
> the creation of another time card on a different project and have run into
> the same thing.
>
> Where do I go to generate the Sales Invoice from the order?
>
> >
> > You want to create a vendor invoice on the AP side. Use the generate
> > purchase order feature to create a P.O. from the sales invoice. Then
> > you
> > can create a vendor invoice from the P.O. You also will have to create
> > an
> > account in both the customer and vendor database. Close the sales
> > order
> > after you have generated the P.O. We have small number of employees
> > and
> > that's how they--and myself--get pay.
>
> I am not sure I understand the above?  You mention generating a Purchase
> Order from a vendor, but I am only doing services, not selling products (I
> probably did not mention that; I was not sure it was relevant).
>
> I look forward to hearing from you.  Thanks, in advance! :-)
>
> -Alan
>
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