sql-ledger-users

[SL] How do projects work, please?

[Stroller <lin...@my...>]

Hi there,

I have a number of customers I bill periodically - they call me on a  
casual basis, ask me to do some work for them (which may only  
constitute 15 minutes or an hour) and I make a note of the visit in  
my diary, billing them every month or two, when they've built up a  
debt worth billing for.

It was my understanding that SL's "projects" facility could do this  
"diarying" for me - I expected to be able to open a project for Foo  
Co., call it "Fourth Quarter 2006" and just enter line items by part  
number & quantity into the project. Item notes would also be  
immensely useful, so I could say for instance: "Delivery date:  
21/11/2006. Part: LAB001. Description: Labour, 1 hour. Qty: 2. Notes:  
replacing roof tiles & guttering following storm." When I get around  
to invoicing 10 hours of work at the end of the month or quarter I  
expected to be able to just dump all these items into an AR > Sales  
Invoice.

However I have tried this on the demo installations of SL & they do  
not appear to behave as I expected. [1] What am I missing, please?

Is there any other way to do the sort of thing I describe?

Basically I want to add items to different invoices over a period of  
weeks, keeping some open whilst others are closed & posted.

Stroller.





[1] Edmonton <http://abacus.sql-ledger.com/sql-ledger/> gives  
"undefined" errors in various project pages, BTW.

Re: [SL] How do projects work, please?

[Danita Z. <da...@ca...>]

> Basically I want to add items to different invoices over a period of =20
> weeks, keeping some open whilst others are closed & posted.

I'd like to understand projects too - however, in the interim, I've been =
using "orders" instead.  I just add a new line item to the order each time =
I do work for a customer, and then when I'm ready to invoice them I create =
the invoice.

Danita

Re: [SL] How do projects work, please?

[Mark B. <ma...@ga...>]

On Tue, Nov 21, 2006 at 05:36:49PM +0000, Stroller wrote:
> Hi there,
> 
> I have a number of customers I bill periodically - they call me on a  
> casual basis, ask me to do some work for them (which may only  
> constitute 15 minutes or an hour) and I make a note of the visit in  
> my diary, billing them every month or two, when they've built up a  
> debt worth billing for.
> 
> It was my understanding that SL's "projects" facility could do this  
> "diarying" for me - I expected to be able to open a project for Foo  
> Co., call it "Fourth Quarter 2006" and just enter line items by part  
> number & quantity into the project. Item notes would also be  
> immensely useful, so I could say for instance: "Delivery date:  
> 21/11/2006. Part: LAB001. Description: Labour, 1 hour. Qty: 2. Notes:  
> replacing roof tiles & guttering following storm." When I get around  
> to invoicing 10 hours of work at the end of the month or quarter I  
> expected to be able to just dump all these items into an AR > Sales  
> Invoice.

Use timecards.

then generate sales order from open timecards (sounds like you
want with detail).

then generate invoice from sales order.

m

Re: [SL] How do projects work, please?

[Dr E. L. <el...@li...>]

Timecard, perhaps?

el

on 11/21/06 7:36 PM Stroller said the following:
> Hi there,
>
> I have a number of customers I bill periodically - they call me on a
> casual basis, ask me to do some work for them (which may only
> constitute 15 minutes or an hour) and I make a note of the visit in
> my diary, billing them every month or two, when they've built up a
> debt worth billing for.
>
> It was my understanding that SL's "projects" facility could do this
> "diarying" for me - I expected to be able to open a project for Foo
> Co., call it "Fourth Quarter 2006" and just enter line items by part
> number & quantity into the project. Item notes would also be
> immensely useful, so I could say for instance: "Delivery date:
> 21/11/2006. Part: LAB001. Description: Labour, 1 hour. Qty: 2. Notes:
> replacing roof tiles & guttering following storm." When I get around
> to invoicing 10 hours of work at the end of the month or quarter I
> expected to be able to just dump all these items into an AR > Sales
> Invoice.
>
> However I have tried this on the demo installations of SL & they do
> not appear to behave as I expected. [1] What am I missing, please?
>
> Is there any other way to do the sort of thing I describe?
>
> Basically I want to add items to different invoices over a period of
> weeks, keeping some open whilst others are closed & posted.
>
> Stroller.