sql-ledger-users

[SL] Cannot create invoice from orders

[<li...@mu...>]

Hello.

I have just installed the latest version SQL-Ledger on a test system to try out.  I seem to have things running OK.  I created a project, then added a timecard for the project.  I was able to create a sales order from the timecard, but I don not seem to be able to create an invoice from it.

The only way I can see the sales order I created is to go to "Order Entry > Reports > Sales Orders".  This lists the sales order, but I cannot click on it to open it.

OS is CentOS4.4 (all latest updates) and Apache version is 2.0.52.  PostgreSQL is version 7.4.19.

It seems that I am missing something, and it is probably glaringly obvious, though I am still missing it :-(

If you would be able to show me where I need to go to generate the invoice fromt he sales order, that would be great.

Thanks! :-)

-Alan

Re: [SL] Cannot create invoice from orders

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

You managed to open AR and a suitable customer?
Speaking as a bookeeper, without Accounts Receivable you should not be able
to invoice, so if that is the case, there is your answer..

2008/11/8 <li...@mu...>

> Hello.
>
> I have just installed the latest version SQL-Ledger on a test system to try
> out.  I seem to have things running OK.  I created a project, then added a
> timecard for the project.  I was able to create a sales order from the
> timecard, but I don not seem to be able to create an invoice from it.
>
> The only way I can see the sales order I created is to go to "Order Entry >
> Reports > Sales Orders".  This lists the sales order, but I cannot click on
> it to open it.
>
> OS is CentOS4.4 (all latest updates) and Apache version is 2.0.52. PostgreSQL is version
> 7.4.19.
>
> It seems that I am missing something, and it is probably glaringly obvious,
> though I am still missing it :-(
>
> If you would be able to show me where I need to go to generate the invoice
> fromt he sales order, that would be great.
>
> Thanks! :-)
>
> -Alan
>
> -------------------------------------------------------------------------
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>

Re: [SL] Cannot create invoice from orders

[<la...@cl...>]

> The only way I can see the sales order I created is to go to "Order Entry
> > Reports > Sales Orders".  This lists the sales order, but I cannot click
> on it to open it.

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.

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.

Tim

Re: [SL] Cannot create invoice from orders

[Alan M. <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

Re: [SL] Cannot create invoice from orders

[Alan M. <li...@mu...>]

OK, this is "resolved".  The problem was between the keyboard and chair.  When I did the report and was looking at the order, the order number was a single digit, and I did not realize this was clickable.  Once I did, I went into "System Preferences", and changed the order number to be a 4-digit number with trailing 0's, and it makes it a lot easier to see and notice that it is clickable in the reports :-)

I have some additional questions, but will open a separate thread for those.

Thanks! :-)

-Alan

Re: [SL] Cannot create invoice from orders

[<la...@cl...>]

> 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?

I am not too sure about it neither as I am not on the latest release.
Typically speaking, you should be able to generate a sales invoice from a
sales order by clicking on the sales invoice button within the sales
order. Remember though, from the sales order report you cannot see the
sales invoice. You can retrieve a sales invoice from the AR Report (If it
was posted).

>
>>
>> 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).

Yep, your right, I misunderstood you were doing payroll...my bad...Tim

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
>
> -------------------------------------------------------------------------
> This SF.Net email is sponsored by the Moblin Your Move Developer's
> challenge
> Build the coolest Linux based applications with Moblin SDK & win great
> prizes
> Grand prize is a trip for two to an Open Source event anywhere in the world
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