web-erp-users — User general webERP discussion list

[webERP-users] Changing a serial number

[rfthomas <rf...@as...>]

Is there a means/utility to changing the serial number of an inventory item? 
If we receive/create a serialized item and the user mistypes the serial
number there is no obvious way to correct the error.  So far the only
mechanism is to delete the item and re-enter it.  The problem occurs when
there is significant activity involving the mis-serialized item.  Deleting
the item does correct/update the item's history.



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Re: [webERP-users] webERP4.13.1 released

[Terry P. <te...@tj...>]

Hi Exson,
Fantastic news, I can't wait to test it. My thanks to all the authors.

Cheers
Terry

On Sun, Nov 27, 2016 at 7:21 PM, ExsonQu <hex...@gm...> wrote:

> *Dear all,*
>
>              I've just made a release of webERP4.13.1.
>
>              It includes cash flow statement from Rafael and he also make
> great efforts to make the pdf file worked more gracefully.  And there are
> also some bugs fixed in this new release.
>
>

[webERP-users] webERP4.13.1 released

[ExsonQu <hex...@gm...>]

*Dear all,*

             I've just made a release of webERP4.13.1. 
              
             It includes cash flow statement from Rafael and he also make
great efforts to make the pdf file worked more gracefully.  And there are
also some bugs fixed in this new release.
             Please see more details as following:

 
23/11/16 RChacon: On AccountGroups.php, add navigation aids (return button).
08/11/16 RChacon: On WWW_Users.php, fix hardcoded label (difficult to
translate for languages with a different structure to English), do sortable
the users list, replace printf() with plain list echo, and add format class.
08/11/16 RChacon: Add scripts to show a statement of cash flows for the
period using the indirect method.
08/11/16 RChacon: On SelectSupplier.php, fix table html code.
06/11/16 RChacon: On SupplierPriceList.php, fix to show price in user's
locale format, add supplier's id and name to title, replace printf() with
plain list echo, and regroup and document code.
03/11/16 RChacon: On Dashboard.php, fix creditors payment to point to
allocation instead to payment, replace printf() with plain list echo,
regroup code, and complete column styles.
01/11/16 RChacon: On SupplierInquiry.php, replace the printf() statements
with echo statements to fix bug caused by a supplier invoice with a comment
that includes a % character (reported by R2-G, solution by Tim).
30/10/16 RChacon: In SecurityTokens.php: Fix Description's input maxlength,
fix table head in data table, move form-tables after data table, add cancel
button in edit form table, add return button, add style to print data table,
add title in form tables, regroup code, change from if/elseif to switch/case
to improve code readability, and add code documentation.
30/10/16 RChacon: On SupplierPriceList.php, add ViewTopic and BookMark, and
complete html table. Add info to manual.
17/10/16 Phil: Fix SQL in ReverseGRN.php as reported by Ricard/Tim.
16/10/16 RChacon: Fix function convertDate(dS,dF).
05/10/16 Eatong: Format the ManualAPITutorial.html for easier reading.
05/10/16 Eatong: Add CSS rule for <pre> for easier reading.
05/10/16 Eatong: Align field length of salesanalysis.salesperson to
salesman.salesmancode.
05/10/16 RChacon: Add cross.svg, next.svg, previous.svg, and tick.svg images
in Scalable Vector Graphics (SVG) format for general use (any size).
04/10/16 RChacon: In class.pdf.php, fix the function addJpegFromFile() use
of the functionality Image() of TCPDF class.
04/10/16 RChacon: In class.pdf.php, functions Rectangle() and
RoundRectangle() use the functionalities Rect() and RoundedRectXY() of TCPDF
class.
04/10/16 RChacon: Add return.svg image for Return button in Scalable Vector
Graphics (SVG) format.
27/09/16 RChacon: Add webERP logo in Scalable Vector Graphics format.
25/09/16 Exson: Make customer reference GET method workable in
SelectCompletedOrder.php. Fixed decimalplaces missing bug in
SelectOrderItems.php. Add due date, order date and customer reference option
in SelectSalesOrder.php.
25/09/16 Exson: Make the details show immediately when the search result is
one in SelectCompletedOrder.php.And add return links in OrderDetails.php.
24/10/16 Simon Kelly: Fixed placing POs for sales orders using array form
variable
24/09/16 waynemcdougall: Fixed missing date in Sales Price history
24/09/16 Exson: Make Justify feature workable in addTextWrap in
class.pdf.php.
24/09/16 Exson: Fixed the AddTextWrap missing characters errors when there
is space and make it more reliable.
21/09/16 RChacon: In SuppWhereAlloc.php, accepts the payment multiple
creditors. In CustWhereAlloc.php, accepts the receipt of multiple debtors.
18/09/16 RChacon: Add style to describe how button image should be
displayed. Clean up Xenos css.
18/09/16 Exson: Add multiple items issue for non-controlled items feature to
Work Orders in WorkOrderIssue.php.
14/09/16 Exson: Add narrative, transaction date data to
PDFOrdersInvoiced.php.
14/09/16 Exson: Add order line narrative and invoices link to sales order
inquiry in OrderDetails.php.
12/09/16 Exson: Add a filter to avoid tons of zero valued gl transaction
records generated in SQL_CommonFunctions.inc.
04/09/16 Exson: Add WO items delete constraint in WorkOrderEntry.php. Thanks
for Phil's reminder.
04/09/16 Exson: Add delete Work orders Items feature in WorkOrderEntry.php.
04/09/16 Exson: Fixed the undefined noise in WorkOrderStatus.php.
04/09/16 Exson: Fixed the bug that work order location will be wrong when
user select location which is not user's default location.
04/09/16 Dave Parrish fixed accumulated No of orders bug in
SalesByTypePeriodInquiry.php.
31/08/16 Exson: Addd new feature assign cash from one tab to another.
24/08/16 Exson: Fixed the latin1 charset mixed bug in supplierdiscounts
table;
24/9/16 Exson: Fixed the bug that days of payment terms in the following
month over 31 days can not be handled correctly in DateFunctions.inc.
20/08/16 RChacon: In ConfirmDispatch_Invoice.php, fix table html code.
18/08/16 RChacon: In PDFStatementPageHeader.inc, replace addJpegFromFile()
and RoundRectangle() functions from class.pdf.php with Image() and
RoundedRect() functions from tcpdf.php.
18/08/16 Exson: Add a Cancel button on SupplierAllocations.php to make user
can return to previous page easily.
18/08/16 Exson: Add date format validation in PcClaimExpensesFromTab.php.
17/8/16 RChacon committed for Tim: In CustWhereAlloc.php and
SuppWhereAlloc.php, use the ConvertSQLDate() function for the dates.
14/8/16 RChacon:In SuppWhereAlloc.php, show transaction date in report.
Improvements in HTML code and code documentation.
13/8/16 RChacon:In CustWhereAlloc.php, show transaction date in report.
Standardise trandate in debtortrans. Improvements in HTML code and code
documentation.
11/8/16 Phil: committed falkoners fix for the upgrade script - was not
adding the new field in customercontact required for the customer statements
email address
11/8/16 Simon Kelly: Fix SQL for location users in SelectSalesOrder.php
05/08/16 RChacon: In GLAccountInquiry.php, add noprint class to clean up
printer output and improve code documentation.
05/08/16 RChacon: Fix html code in SuppInvGRNs.php.
02/08/16 Exson: Make account inquiry shown directly when GL Code selected or
inquiry result is 1 in SelectGLAccount.php.
27/07/16 Exson: Add cost update date for material cost in
WorkOrderCosting.php and WorkOrderIssue.php.
27/07/16 Exson: Fixed the typo in Credit_Invoice.php introduced in previous
update.
27/07/16 Exson: Fixed the divided by zero error when discount is 100% in
SelectOrderItems.php.
27/07/16 Exson: Add error proof to avoid a blank credit note issued without
any items credited or freight charge input in Credit_Invoice.php.
25/07/16 Exson: Add InternalStockRequestInquiry.php script.
22/07/16 Exson: Make items search limited to the sales orders and if search
result is 1 show the result immediately in SelectSalesOrder.php
22/07/16 Exson: Add empty check for internal request to avoid empty request
creating in InternalStockRequest.php.
09/07/16 Exson: Fixed the utf8 character print incorrect of pdf file in
class.pdf.php.
08/07/16 Exson: Fixed the transaction atomicity bug by change table lock to
row lock in SQL_CommonFunctions.inc.
08/07/16 Exson: Fixed the bug that when bank account or currency changes the
functional rate or exrate unchanged with suggested rate in Payments.php.
07/07/16: Exson: Fixed the bug of wrong original amount of payments to
another bank accounts in GLAccountInquiry.php and wrong transaction link in
DailyBankTransactions.php and add payment transaction no in bank transaction
ref to make it traceable.
29/06/16 Exson: add identifier to avoid SESSION overwritten in
CustomerReceipt.php.
29/06/16 Exson: Fixed the wrong balance of amount in bank account currency
in DailyBankTransactions.php.
20/06/16 Exson: Fixed bom clone failure due to fields missing in
CopyBom.php. Reported by shane.
20/06/16 Exson: Fixed the bug that # is not allowed as part of stockid in
SelectProduct.php.
16/06/16 Exson: Make monthly payment term can be more than 30 days.
12/06/16 TurboPT: Fix syntax error in StockClone.php
08/06/16 Exson: add data label for SalesGraph.php.
23/11/16 RChacon: On AccountGroups.php, add navigation aids (return button).
08/11/16 RChacon: On WWW_Users.php, fix hardcoded label (difficult to
translate for languages with a different structure to English), do sortable
the users list, replace printf() with plain list echo, and add format class.
08/11/16 RChacon: Add scripts to show a statement of cash flows for the
period using the indirect method.
08/11/16 RChacon: On SelectSupplier.php, fix table html code.
06/11/16 RChacon: On SupplierPriceList.php, fix to show price in user's
locale format, add supplier's id and name to title, replace printf() with
plain list echo, and regroup and document code.
03/11/16 RChacon: On Dashboard.php, fix creditors payment to point to
allocation instead to payment, replace printf() with plain list echo,
regroup code, and complete column styles.
01/11/16 RChacon: On SupplierInquiry.php, replace the printf() statements
with echo statements to fix bug caused by a supplier invoice with a comment
that includes a % character (reported by R2-G, solution by Tim).
30/10/16 RChacon: In SecurityTokens.php: Fix Description's input maxlength,
fix table head in data table, move form-tables after data table, add cancel
button in edit form table, add return button, add style to print data table,
add title in form tables, regroup code, change from if/elseif to switch/case
to improve code readability, and add code documentation.
30/10/16 RChacon: On SupplierPriceList.php, add ViewTopic and BookMark, and
complete html table. Add info to manual.
17/10/16 Phil: Fix SQL in ReverseGRN.php as reported by Ricard/Tim.
16/10/16 RChacon: Fix function convertDate(dS,dF).
05/10/16 Eatong: Format the ManualAPITutorial.html for easier reading.
05/10/16 Eatong: Add CSS rule for <pre> for easier reading.
05/10/16 Eatong: Align field length of salesanalysis.salesperson to
salesman.salesmancode.
05/10/16 RChacon: Add cross.svg, next.svg, previous.svg, and tick.svg images
in Scalable Vector Graphics (SVG) format for general use (any size).
04/10/16 RChacon: In class.pdf.php, fix the function addJpegFromFile() use
of the functionality Image() of TCPDF class.
04/10/16 RChacon: In class.pdf.php, functions Rectangle() and
RoundRectangle() use the functionalities Rect() and RoundedRectXY() of TCPDF
class.
04/10/16 RChacon: Add return.svg image for Return button in Scalable Vector
Graphics (SVG) format.
27/09/16 RChacon: Add webERP logo in Scalable Vector Graphics format.
25/09/16 Exson: Make customer reference GET method workable in
SelectCompletedOrder.php. Fixed decimalplaces missing bug in
SelectOrderItems.php. Add due date, order date and customer reference option
in SelectSalesOrder.php.
25/09/16 Exson: Make the details show immediately when the search result is
one in SelectCompletedOrder.php.And add return links in OrderDetails.php.
24/10/16 Simon Kelly: Fixed placing POs for sales orders using array form
variable
24/09/16 waynemcdougall: Fixed missing date in Sales Price history
24/09/16 Exson: Make Justify feature workable in addTextWrap in
class.pdf.php.
24/09/16 Exson: Fixed the AddTextWrap missing characters errors when there
is space and make it more reliable.
21/09/16 RChacon: In SuppWhereAlloc.php, accepts the payment multiple
creditors. In CustWhereAlloc.php, accepts the receipt of multiple debtors.
18/09/16 RChacon: Add style to describe how button image should be
displayed. Clean up Xenos css.
18/09/16 Exson: Add multiple items issue for non-controlled items feature to
Work Orders in WorkOrderIssue.php.
14/09/16 Exson: Add narrative, transaction date data to
PDFOrdersInvoiced.php.
14/09/16 Exson: Add order line narrative and invoices link to sales order
inquiry in OrderDetails.php.
12/09/16 Exson: Add a filter to avoid tons of zero valued gl transaction
records generated in SQL_CommonFunctions.inc.
04/09/16 Exson: Add WO items delete constraint in WorkOrderEntry.php. Thanks
for Phil's reminder.
04/09/16 Exson: Add delete Work orders Items feature in WorkOrderEntry.php.
04/09/16 Exson: Fixed the undefined noise in WorkOrderStatus.php.
04/09/16 Exson: Fixed the bug that work order location will be wrong when
user select location which is not user's default location.
04/09/16 Dave Parrish fixed accumulated No of orders bug in
SalesByTypePeriodInquiry.php.
31/08/16 Exson: Addd new feature assign cash from one tab to another.
24/08/16 Exson: Fixed the latin1 charset mixed bug in supplierdiscounts
table;
24/9/16 Exson: Fixed the bug that days of payment terms in the following
month over 31 days can not be handled correctly in DateFunctions.inc.
20/08/16 RChacon: In ConfirmDispatch_Invoice.php, fix table html code.
18/08/16 RChacon: In PDFStatementPageHeader.inc, replace addJpegFromFile()
and RoundRectangle() functions from class.pdf.php with Image() and
RoundedRect() functions from tcpdf.php.
18/08/16 Exson: Add a Cancel button on SupplierAllocations.php to make user
can return to previous page easily.
18/08/16 Exson: Add date format validation in PcClaimExpensesFromTab.php.
17/8/16 RChacon committed for Tim: In CustWhereAlloc.php and
SuppWhereAlloc.php, use the ConvertSQLDate() function for the dates.
14/8/16 RChacon:In SuppWhereAlloc.php, show transaction date in report.
Improvements in HTML code and code documentation.
13/8/16 RChacon:In CustWhereAlloc.php, show transaction date in report.
Standardise trandate in debtortrans. Improvements in HTML code and code
documentation.
11/8/16 Phil: committed falkoners fix for the upgrade script - was not
adding the new field in customercontact required for the customer statements
email address
11/8/16 Simon Kelly: Fix SQL for location users in SelectSalesOrder.php
05/08/16 RChacon: In GLAccountInquiry.php, add noprint class to clean up
printer output and improve code documentation.
05/08/16 RChacon: Fix html code in SuppInvGRNs.php.
02/08/16 Exson: Make account inquiry shown directly when GL Code selected or
inquiry result is 1 in SelectGLAccount.php.
27/07/16 Exson: Add cost update date for material cost in
WorkOrderCosting.php and WorkOrderIssue.php.
27/07/16 Exson: Fixed the typo in Credit_Invoice.php introduced in previous
update.
27/07/16 Exson: Fixed the divided by zero error when discount is 100% in
SelectOrderItems.php.
27/07/16 Exson: Add error proof to avoid a blank credit note issued without
any items credited or freight charge input in Credit_Invoice.php.
25/07/16 Exson: Add InternalStockRequestInquiry.php script.
22/07/16 Exson: Make items search limited to the sales orders and if search
result is 1 show the result immediately in SelectSalesOrder.php
22/07/16 Exson: Add empty check for internal request to avoid empty request
creating in InternalStockRequest.php.
09/07/16 Exson: Fixed the utf8 character print incorrect of pdf file in
class.pdf.php.
08/07/16 Exson: Fixed the transaction atomicity bug by change table lock to
row lock in SQL_CommonFunctions.inc.
08/07/16 Exson: Fixed the bug that when bank account or currency changes the
functional rate or exrate unchanged with suggested rate in Payments.php.
07/07/16: Exson: Fixed the bug of wrong original amount of payments to
another bank accounts in GLAccountInquiry.php and wrong transaction link in
DailyBankTransactions.php and add payment transaction no in bank transaction
ref to make it traceable.
29/06/16 Exson: add identifier to avoid SESSION overwritten in
CustomerReceipt.php.
29/06/16 Exson: Fixed the wrong balance of amount in bank account currency
in DailyBankTransactions.php.
20/06/16 Exson: Fixed bom clone failure due to fields missing in
CopyBom.php. Reported by shane.
20/06/16 Exson: Fixed the bug that # is not allowed as part of stockid in
SelectProduct.php.
16/06/16 Exson: Make monthly payment term can be more than 30 days.
12/06/16 TurboPT: Fix syntax error in StockClone.php
08/06/16 Exson: add data label for SalesGraph.php.

           Thank you for all of you who have contribute the code, test it,
feedback to us! 

            Best regards!

            Exson
            



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Re: [webERP-users] how to record labor hours spent on a project

[Dale S. <dal...@sh...>]

Here is the draft blog post I started for managing projects in WebERP

http://www.dalescott.net/using-weberp-for-project-management/


----- Original Message -----
From: ph...@lo...
To: "For the general discussion of webERP project" <web...@li...>
Sent: Sunday, October 9, 2016 3:16:32 PM
Subject: Re: [webERP-users] how to record labor hours spent on a project


Images on the wiki are possible...

see

http://www.weberp.org/wiki/ScreenShotUploads

But not super easy!! Point taken.

Phil

On 2016-10-09 14:37, Dale Scott wrote:
> Hi Phil, I agree your contracts strategy will hit a lot of typical
> requirements, and covers much more than just project time, but I will
> need to work through the two approaches in detail before I really
> understand how they work. Why do you say the two strategies may not be
> mutually exclusive?
> 
> My username/password still works for the wiki, and I understand how a
> wiki can be convenient to share a text spec, but I've found wiki's
> aren't generally the most convenient when a lot of pictures need to be
> embedded. I looked for articles on the WebERP with images, but I only
> found articles with links to pictures hosted somewhere else (on the
> LogicWorks or some other file sharing website). I'll publish the blog
> post I already started as a work-in-progress and send a link,
> hopefully it will help clarify what I'm hoping to achieve. The
> finished article could be added to the WebERP wiki if you thought
> there was value.
> 
> Dale
> 
> 
> ----- Original Message -----
> From: ph...@lo...
> To: "For the general discussion of webERP project"
> <web...@li...>
> Sent: Sunday, October 9, 2016 1:26:04 PM
> Subject: Re: [webERP-users] how to record labor hours spent on a 
> project
> 
> Dale,
> 
> Well I am not sure Strategy 1 and 2 are mutually exclusive.
> 
> With what you term strategy 2 - I feel is an extension of contracts.
> Projects - which contain multiple contracts - each of which have no 
> sale
> value and only the project has a total value. The contract 
> functionality
> just provides a way to capture the costs of both labour, stock and
> nominal expenses for each "line" of the project. My proposal is really
> much bigger than just how to account for labour. I am talking about
> percentage of completion accounting as well.
> 
> The idea of the wiki is to share the spec for other input.
> 
> Phil
> 
> On 2016-10-09 10:51, Dale Scott wrote:
>> Hi Phil and Exon, I'm glad to hear your interest and I'm sorry for
>> taking so
>> long to reply.
>> 
>> Phil, I don't yet fully understand your requirements spec[1], but if I
>> understand you correctly it seems there are two potential strategies
>> for
>> capturing time and collecting into projects using the current WebERP.
>> 
>> Strategy 1. Use a manufactured Item (i.e. a part number) to model a
>> project.
>> Create a part number for each project, and use a work order to collect
>> the
>> labor required to produce the item (project). As many labor type items
>> can
>> be created as necessary, and a labor type can be defined when a stock
>> category is defined for a stock type - which allows for GL entries to
>> recover labor (CR a P&L account and DR WIP) when there is an issue of
>> this
>> labor to a work order. These labor items can also be part of the bill
>> of
>> material at a particular work center, and work centers can be mapped 
>> to
>> labor items. Having created a work order, you then issue materials and
>> labor
>> to it and receive finished goods from it. When all the materials and
>> labor
>> have been issued and the finished goods received from it the work 
>> order
>> is
>> closed and the stock of the (unsold) finished items are revalued as
>> necessary.
>> 
>> Strategy 2. Use a Contract to model a project. webERP contract
>> functionality
>> allows for entry of nominal items directly to a contract's cost, and
>> stock
>> and labor can be issued to a contract work order. If necessary,
>> multiple
>> contracts can be used with each contract a different section of the
>> project
>> (e.g. prototype, software development...). Contracts can have dates
>> associated with them, as well as inter-dependencies, and could be
>> presented
>> using a Gantt or PERT chart. For more details, see Phil's proposal[1].
>> 
>> I've mostly worked for companies doing their own engineering design,
>> PLM and
>> project management, as well as manufacturing , which is probably why I
>> proposed Strategy 1 - a part-number and manufacturing centric process.
>> However, I think I conceptually understand Phil's proposal enough to
>> recognise the Contract approach could be equally suitable. I think
>> which
>> process would be best for any given situation would depend on the type
>> of
>> project and how much interaction the project has with part numbers,
>> serial
>> numbers and manufacturing (prototypes and pre-production units).
>> 
>> I would like to propose "we" work through the two strategies and
>> document
>> each the workflow for each one with screenshots. Essentially a graphic
>> novel
>> version of WebERP (hmmm, that might be going too far ;-)). I still
>> don't
>> understand WebERP well enough to work an end-to-end example, and think
>> this
>> would be an excellent way to learn. I'll do the documenting, but I'll
>> need
>> help with specifically what step comes next, so I hope you don't mind 
>> a
>> bunch of emails from me as I try and figure this out.
>> 
>> Do you have any suggestions on how we could work collaboratively?
>> (assuming
>> of course you wanted to). I wouldn't mind trying out WordPress's
>> collaboration features. I started a blog post a week ago when I 
>> thought
>> of
>> Strategy 1, and have a draft with initial setup and config 
>> screenshots,
>> you
>> could login to review and edit. WordPress also has really convenient
>> drag
>> and drop for media. I'm not sure if the mailing list would be suitable
>> to
>> carry on a conversation that included embedded screenshot images.
>> Assuming
>> you want to proceed, do you have an alternate proposal?
>> 
>> Regardless of the authoring tool, the final result would be yours also
>> to
>> put on the WebERP website (wiki?), add to the WebERP user manual, or
>> perhaps
>> add to your training material, presentation or handouts (assuming you
>> provide that service).
>> 
>> Regards,
>> Dale
>> 
>> [1] http://www.weberp.org/wiki/ProjectManagementPercentCompletion
>> 
>> ---
>> Transparency with Trust
>> Blog: http://www.dalescott.net
>> LinkedIn: https://ca.linkedin.com/in/dalescott
>> GitHub: https://github.com/dalers
>> 
>> 
>> -----Original Message-----
>> From: ExsonQu [mailto:hex...@gm...]
>> Sent: Wednesday, September 28, 2016 7:22 PM
>> To: web...@li...
>> Subject: Re: [webERP-users] how to record labor hours spent on a
>> project
>> 
>> *Dear all,*
>> 
>>              HRM is a important part in the real world.  It's very
>> important
>> for cost control and management in today's business. If anyone has
>> expertise
>> of this area, please bring out a spec, then we can discuss and fulfill
>> it.
>> Cost control is a key in some business today. If we can have a concise
>> and
>> powerful solution of this part, it'll help lots of existed or 
>> potential
>> users.
>> 
>>               Thanks and best regards!
>> 
>>              Exson
>> 
>> -----Original Message-----
>> From: Phil Daintree [mailto:ph...@lo...]
>> Sent: Wednesday, September 28, 2016 3:18 AM
>> To: For the general discussion of webERP project
>> Subject: Re: [webERP-users] how to record labor hours spent on a
>> project
>> 
>> Well having created a work order, you then issue materials and labour
>> to it
>> and receive finished goods from it. When all the materials and labour
>> have
>> been issued and the finished goods received from it the work order is
>> closed
>> and the stock of the (unsold) finished items are revalued as 
>> necessary.
>> 
>> Yes  I do think a timesheet interface would be cool to put time into
>> works
>> orders with employees in particular work centres perhaps mapped to
>> labour
>> items.
>> 
>> I have for the past few years ... now working for a project 
>> engineering
>> business wanted to have a project which can consist of any number of
>> contracts.... webERP contract functionality allows for entry of 
>> nominal
>> items directly to the contract cost as well as issuing stock and 
>> labour
>> to a
>> contract work order... each contract would be for a specific section 
>> of
>> the
>> project and you could get into timings and which contracts need to be
>> done
>> before subsequent "contracts" and a resultant gaant chart project 
>> plan.
>> 
>> I have started a spec describing this fairly extensive development.
>> 
>> http://www.weberp.org/wiki/ProjectManagementPercentCompletion
>> 
>> Since working for this engineering business where some contracts
>> represent a
>> significant part of the turnover, percentage completion accounting has
>> become my new world and it would be cool to build this into webERP too
>> - a
>> MASSIVE undertaking ... but building up for a new challenge. If only
>> there
>> were a sponsor for this!!
>> 
>> Phil
>> 
>> Phil Daintree
>> Logic Works Ltd - +64 (0)275 567890
>> http://www.logicworks.co.nz
>> 
>> -----Original Message-----
>> From: Dale Scott [mailto:dal...@sh...]
>> Sent: Wednesday, September 28, 2016 1:22 AM
>> To: For the general discussion of webERP project
>> Subject: Re: [webERP-users] how to record labor hours spent on a
>> project
>> 
>>>> I could create
>>>> a part number for each project, and use work orders to record labor
>>>> as if the project was a production part. Is this possible?
>>> 
>>> Yes that's correct... you can create any number of labour type items
>>> ...
>>> the stock type when you define a stock category allows for a labour
>>> type to be defined - this then allows for GL entries to recover 
>>> labour
>>> (CR a P & L account/DR WIP) when there is an issue of this labour to 
>>> a
>>> work order. These labour items can also be part of the bill of
>>> material at a particular work centre.
>> 
>> Hi Phil, thanks for your comments. To experiment, I created a project
>> (manufactured stock item) and a labour stock item, then created a
>> manufacturing BOM for the project with the labour item only. However I
>> can't
>> figure out how to use work orders. I've tried creating a work order 
>> for
>> the
>> project, but it's not clear if it was in fact created, or what the 
>> next
>> step
>> is. I'll post how far I've got to the forum with screen shots if it
>> would
>> help. My goal is a documented procedure or HowTo, in whatever form
>> would be
>> most useful to WebERP.
>> 
>>> Not sure of any other way... a timesheet interface would be cool to
>>> put time into works orders with employees in particular work centres
>>> perhaps mapped to labour items.
>> 
>> Having separate labour for each work center might be useful for work
>> capacity planning.
>> 
>> Are you aware of any successful timesheet integrations with WebERP? Do
>> you
>> think such a feature would be used at all? I think some basic level of
>> "HRM"
>> together with basic level of project management capability could be
>> really
>> useful to smaller organizations needing simple integrated low-cost
>> tools,
>> although this may be too specialized a use to have significant
>> interest. I
>> saw discussion of time sheets in the mailing list, but only concept -
>> no
>> working code.
>> 
>> -----Original Message-----
>> From: ph...@lo... [mailto:ph...@lo...]
>> Sent: Tuesday, September 27, 2016 5:40 PM
>> To: For the general discussion of webERP project
>> Subject: Re: [webERP-users] how to record labor hours spent on a
>> project
>> 
>> Hi Dale,
>> 
>>> I could create
>>> a part number for each project, and use work orders to record labor 
>>> as
>>> if the project was a production part. Is this possible?
>> 
>> Yes that's correct... you can create any number of labour type items
>> ...
>> the stock type when you define a stock category allows for a labour
>> type to
>> be defined - this then allows for GL entries to recover labour (CR a P
>> & L
>> account/DR WIP) when there is an issue of this labour to a work order.
>> These
>> labour items can also be part of the bill of material at a particular
>> work
>> centre.
>> 
>> Not sure of any other way... a timesheet interface would be cool to 
>> put
>> time
>> into works orders with employees in particular work centres perhaps
>> mapped
>> to labour items.
>> 
>> Phil
>> 
>> -----Original Message-----
>> From: Dale Scott [mailto:dal...@sh...]
>> Sent: Tuesday, September 27, 2016 1:32 PM
>> To: web...@li...
>> Subject: [webERP-users] how to record labor hours spent on a project
>> 
>> Hello everyone, I would like to record the hours employees spend on
>> various
>> internal projects as well as holidays, sick time, etc., so that I can
>> get a
>> big picture for where the time has gone - essentially a timesheet
>> system. I
>> get the idea from the manual that I could create a part number for 
>> each
>> project, and use work orders to record labor as if the project was a
>> production part. Is this possible? Is it the best way? Are there other
>> ways?
>> 
>> I'd really appreciate any tips or anecdotal stories.
>> 
>> Thanks,
>> Dale
>> 
>> 
>> 
>> 
>> 
>> ------------------------------------------------------------------------------
>> Check out the vibrant tech community on one of the world's most
>> engaging tech sites, SlashDot.org! http://sdm.link/slashdot
>> _______________________________________________
>> web-ERP-users mailing list
>> web...@li...
>> https://lists.sourceforge.net/lists/listinfo/web-erp-users
> 
> ------------------------------------------------------------------------------
> Check out the vibrant tech community on one of the world's most
> engaging tech sites, SlashDot.org! http://sdm.link/slashdot
> _______________________________________________
> web-ERP-users mailing list
> web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-users
> 
> ------------------------------------------------------------------------------
> Check out the vibrant tech community on one of the world's most
> engaging tech sites, SlashDot.org! http://sdm.link/slashdot
> _______________________________________________
> web-ERP-users mailing list
> web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-users

------------------------------------------------------------------------------
Check out the vibrant tech community on one of the world's most 
engaging tech sites, SlashDot.org! http://sdm.link/slashdot
_______________________________________________
web-ERP-users mailing list
web...@li...
https://lists.sourceforge.net/lists/listinfo/web-erp-users

Re: [webERP-users] how to record labor hours spent on a project

[<ph...@lo...>]

Images on the wiki are possible...

see

http://www.weberp.org/wiki/ScreenShotUploads

But not super easy!! Point taken.

Phil

On 2016-10-09 14:37, Dale Scott wrote:
> Hi Phil, I agree your contracts strategy will hit a lot of typical
> requirements, and covers much more than just project time, but I will
> need to work through the two approaches in detail before I really
> understand how they work. Why do you say the two strategies may not be
> mutually exclusive?
> 
> My username/password still works for the wiki, and I understand how a
> wiki can be convenient to share a text spec, but I've found wiki's
> aren't generally the most convenient when a lot of pictures need to be
> embedded. I looked for articles on the WebERP with images, but I only
> found articles with links to pictures hosted somewhere else (on the
> LogicWorks or some other file sharing website). I'll publish the blog
> post I already started as a work-in-progress and send a link,
> hopefully it will help clarify what I'm hoping to achieve. The
> finished article could be added to the WebERP wiki if you thought
> there was value.
> 
> Dale
> 
> 
> ----- Original Message -----
> From: ph...@lo...
> To: "For the general discussion of webERP project"
> <web...@li...>
> Sent: Sunday, October 9, 2016 1:26:04 PM
> Subject: Re: [webERP-users] how to record labor hours spent on a 
> project
> 
> Dale,
> 
> Well I am not sure Strategy 1 and 2 are mutually exclusive.
> 
> With what you term strategy 2 - I feel is an extension of contracts.
> Projects - which contain multiple contracts - each of which have no 
> sale
> value and only the project has a total value. The contract 
> functionality
> just provides a way to capture the costs of both labour, stock and
> nominal expenses for each "line" of the project. My proposal is really
> much bigger than just how to account for labour. I am talking about
> percentage of completion accounting as well.
> 
> The idea of the wiki is to share the spec for other input.
> 
> Phil
> 
> On 2016-10-09 10:51, Dale Scott wrote:
>> Hi Phil and Exon, I'm glad to hear your interest and I'm sorry for
>> taking so
>> long to reply.
>> 
>> Phil, I don't yet fully understand your requirements spec[1], but if I
>> understand you correctly it seems there are two potential strategies
>> for
>> capturing time and collecting into projects using the current WebERP.
>> 
>> Strategy 1. Use a manufactured Item (i.e. a part number) to model a
>> project.
>> Create a part number for each project, and use a work order to collect
>> the
>> labor required to produce the item (project). As many labor type items
>> can
>> be created as necessary, and a labor type can be defined when a stock
>> category is defined for a stock type - which allows for GL entries to
>> recover labor (CR a P&L account and DR WIP) when there is an issue of
>> this
>> labor to a work order. These labor items can also be part of the bill
>> of
>> material at a particular work center, and work centers can be mapped 
>> to
>> labor items. Having created a work order, you then issue materials and
>> labor
>> to it and receive finished goods from it. When all the materials and
>> labor
>> have been issued and the finished goods received from it the work 
>> order
>> is
>> closed and the stock of the (unsold) finished items are revalued as
>> necessary.
>> 
>> Strategy 2. Use a Contract to model a project. webERP contract
>> functionality
>> allows for entry of nominal items directly to a contract's cost, and
>> stock
>> and labor can be issued to a contract work order. If necessary,
>> multiple
>> contracts can be used with each contract a different section of the
>> project
>> (e.g. prototype, software development...). Contracts can have dates
>> associated with them, as well as inter-dependencies, and could be
>> presented
>> using a Gantt or PERT chart. For more details, see Phil's proposal[1].
>> 
>> I've mostly worked for companies doing their own engineering design,
>> PLM and
>> project management, as well as manufacturing , which is probably why I
>> proposed Strategy 1 - a part-number and manufacturing centric process.
>> However, I think I conceptually understand Phil's proposal enough to
>> recognise the Contract approach could be equally suitable. I think
>> which
>> process would be best for any given situation would depend on the type
>> of
>> project and how much interaction the project has with part numbers,
>> serial
>> numbers and manufacturing (prototypes and pre-production units).
>> 
>> I would like to propose "we" work through the two strategies and
>> document
>> each the workflow for each one with screenshots. Essentially a graphic
>> novel
>> version of WebERP (hmmm, that might be going too far ;-)). I still
>> don't
>> understand WebERP well enough to work an end-to-end example, and think
>> this
>> would be an excellent way to learn. I'll do the documenting, but I'll
>> need
>> help with specifically what step comes next, so I hope you don't mind 
>> a
>> bunch of emails from me as I try and figure this out.
>> 
>> Do you have any suggestions on how we could work collaboratively?
>> (assuming
>> of course you wanted to). I wouldn't mind trying out WordPress's
>> collaboration features. I started a blog post a week ago when I 
>> thought
>> of
>> Strategy 1, and have a draft with initial setup and config 
>> screenshots,
>> you
>> could login to review and edit. WordPress also has really convenient
>> drag
>> and drop for media. I'm not sure if the mailing list would be suitable
>> to
>> carry on a conversation that included embedded screenshot images.
>> Assuming
>> you want to proceed, do you have an alternate proposal?
>> 
>> Regardless of the authoring tool, the final result would be yours also
>> to
>> put on the WebERP website (wiki?), add to the WebERP user manual, or
>> perhaps
>> add to your training material, presentation or handouts (assuming you
>> provide that service).
>> 
>> Regards,
>> Dale
>> 
>> [1] http://www.weberp.org/wiki/ProjectManagementPercentCompletion
>> 
>> ---
>> Transparency with Trust
>> Blog: http://www.dalescott.net
>> LinkedIn: https://ca.linkedin.com/in/dalescott
>> GitHub: https://github.com/dalers
>> 
>> 
>> -----Original Message-----
>> From: ExsonQu [mailto:hex...@gm...]
>> Sent: Wednesday, September 28, 2016 7:22 PM
>> To: web...@li...
>> Subject: Re: [webERP-users] how to record labor hours spent on a
>> project
>> 
>> *Dear all,*
>> 
>>              HRM is a important part in the real world.  It's very
>> important
>> for cost control and management in today's business. If anyone has
>> expertise
>> of this area, please bring out a spec, then we can discuss and fulfill
>> it.
>> Cost control is a key in some business today. If we can have a concise
>> and
>> powerful solution of this part, it'll help lots of existed or 
>> potential
>> users.
>> 
>>               Thanks and best regards!
>> 
>>              Exson
>> 
>> -----Original Message-----
>> From: Phil Daintree [mailto:ph...@lo...]
>> Sent: Wednesday, September 28, 2016 3:18 AM
>> To: For the general discussion of webERP project
>> Subject: Re: [webERP-users] how to record labor hours spent on a
>> project
>> 
>> Well having created a work order, you then issue materials and labour
>> to it
>> and receive finished goods from it. When all the materials and labour
>> have
>> been issued and the finished goods received from it the work order is
>> closed
>> and the stock of the (unsold) finished items are revalued as 
>> necessary.
>> 
>> Yes  I do think a timesheet interface would be cool to put time into
>> works
>> orders with employees in particular work centres perhaps mapped to
>> labour
>> items.
>> 
>> I have for the past few years ... now working for a project 
>> engineering
>> business wanted to have a project which can consist of any number of
>> contracts.... webERP contract functionality allows for entry of 
>> nominal
>> items directly to the contract cost as well as issuing stock and 
>> labour
>> to a
>> contract work order... each contract would be for a specific section 
>> of
>> the
>> project and you could get into timings and which contracts need to be
>> done
>> before subsequent "contracts" and a resultant gaant chart project 
>> plan.
>> 
>> I have started a spec describing this fairly extensive development.
>> 
>> http://www.weberp.org/wiki/ProjectManagementPercentCompletion
>> 
>> Since working for this engineering business where some contracts
>> represent a
>> significant part of the turnover, percentage completion accounting has
>> become my new world and it would be cool to build this into webERP too
>> - a
>> MASSIVE undertaking ... but building up for a new challenge. If only
>> there
>> were a sponsor for this!!
>> 
>> Phil
>> 
>> Phil Daintree
>> Logic Works Ltd - +64 (0)275 567890
>> http://www.logicworks.co.nz
>> 
>> -----Original Message-----
>> From: Dale Scott [mailto:dal...@sh...]
>> Sent: Wednesday, September 28, 2016 1:22 AM
>> To: For the general discussion of webERP project
>> Subject: Re: [webERP-users] how to record labor hours spent on a
>> project
>> 
>>>> I could create
>>>> a part number for each project, and use work orders to record labor
>>>> as if the project was a production part. Is this possible?
>>> 
>>> Yes that's correct... you can create any number of labour type items
>>> ...
>>> the stock type when you define a stock category allows for a labour
>>> type to be defined - this then allows for GL entries to recover 
>>> labour
>>> (CR a P & L account/DR WIP) when there is an issue of this labour to 
>>> a
>>> work order. These labour items can also be part of the bill of
>>> material at a particular work centre.
>> 
>> Hi Phil, thanks for your comments. To experiment, I created a project
>> (manufactured stock item) and a labour stock item, then created a
>> manufacturing BOM for the project with the labour item only. However I
>> can't
>> figure out how to use work orders. I've tried creating a work order 
>> for
>> the
>> project, but it's not clear if it was in fact created, or what the 
>> next
>> step
>> is. I'll post how far I've got to the forum with screen shots if it
>> would
>> help. My goal is a documented procedure or HowTo, in whatever form
>> would be
>> most useful to WebERP.
>> 
>>> Not sure of any other way... a timesheet interface would be cool to
>>> put time into works orders with employees in particular work centres
>>> perhaps mapped to labour items.
>> 
>> Having separate labour for each work center might be useful for work
>> capacity planning.
>> 
>> Are you aware of any successful timesheet integrations with WebERP? Do
>> you
>> think such a feature would be used at all? I think some basic level of
>> "HRM"
>> together with basic level of project management capability could be
>> really
>> useful to smaller organizations needing simple integrated low-cost
>> tools,
>> although this may be too specialized a use to have significant
>> interest. I
>> saw discussion of time sheets in the mailing list, but only concept -
>> no
>> working code.
>> 
>> -----Original Message-----
>> From: ph...@lo... [mailto:ph...@lo...]
>> Sent: Tuesday, September 27, 2016 5:40 PM
>> To: For the general discussion of webERP project
>> Subject: Re: [webERP-users] how to record labor hours spent on a
>> project
>> 
>> Hi Dale,
>> 
>>> I could create
>>> a part number for each project, and use work orders to record labor 
>>> as
>>> if the project was a production part. Is this possible?
>> 
>> Yes that's correct... you can create any number of labour type items
>> ...
>> the stock type when you define a stock category allows for a labour
>> type to
>> be defined - this then allows for GL entries to recover labour (CR a P
>> & L
>> account/DR WIP) when there is an issue of this labour to a work order.
>> These
>> labour items can also be part of the bill of material at a particular
>> work
>> centre.
>> 
>> Not sure of any other way... a timesheet interface would be cool to 
>> put
>> time
>> into works orders with employees in particular work centres perhaps
>> mapped
>> to labour items.
>> 
>> Phil
>> 
>> -----Original Message-----
>> From: Dale Scott [mailto:dal...@sh...]
>> Sent: Tuesday, September 27, 2016 1:32 PM
>> To: web...@li...
>> Subject: [webERP-users] how to record labor hours spent on a project
>> 
>> Hello everyone, I would like to record the hours employees spend on
>> various
>> internal projects as well as holidays, sick time, etc., so that I can
>> get a
>> big picture for where the time has gone - essentially a timesheet
>> system. I
>> get the idea from the manual that I could create a part number for 
>> each
>> project, and use work orders to record labor as if the project was a
>> production part. Is this possible? Is it the best way? Are there other
>> ways?
>> 
>> I'd really appreciate any tips or anecdotal stories.
>> 
>> Thanks,
>> Dale
>> 
>> 
>> 
>> 
>> 
>> ------------------------------------------------------------------------------
>> Check out the vibrant tech community on one of the world's most
>> engaging tech sites, SlashDot.org! http://sdm.link/slashdot
>> _______________________________________________
>> web-ERP-users mailing list
>> web...@li...
>> https://lists.sourceforge.net/lists/listinfo/web-erp-users
> 
> ------------------------------------------------------------------------------
> Check out the vibrant tech community on one of the world's most
> engaging tech sites, SlashDot.org! http://sdm.link/slashdot
> _______________________________________________
> web-ERP-users mailing list
> web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-users
> 
> ------------------------------------------------------------------------------
> Check out the vibrant tech community on one of the world's most
> engaging tech sites, SlashDot.org! http://sdm.link/slashdot
> _______________________________________________
> web-ERP-users mailing list
> web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-users

Re: [webERP-users] how to record labor hours spent on a project

[Dale S. <dal...@sh...>]

Hi Phil, I agree your contracts strategy will hit a lot of typical requirements, and covers much more than just project time, but I will need to work through the two approaches in detail before I really understand how they work. Why do you say the two strategies may not be mutually exclusive?

My username/password still works for the wiki, and I understand how a wiki can be convenient to share a text spec, but I've found wiki's aren't generally the most convenient when a lot of pictures need to be embedded. I looked for articles on the WebERP with images, but I only found articles with links to pictures hosted somewhere else (on the LogicWorks or some other file sharing website). I'll publish the blog post I already started as a work-in-progress and send a link, hopefully it will help clarify what I'm hoping to achieve. The finished article could be added to the WebERP wiki if you thought there was value.

Dale


----- Original Message -----
From: ph...@lo...
To: "For the general discussion of webERP project" <web...@li...>
Sent: Sunday, October 9, 2016 1:26:04 PM
Subject: Re: [webERP-users] how to record labor hours spent on a project

Dale,

Well I am not sure Strategy 1 and 2 are mutually exclusive.

With what you term strategy 2 - I feel is an extension of contracts. 
Projects - which contain multiple contracts - each of which have no sale 
value and only the project has a total value. The contract functionality 
just provides a way to capture the costs of both labour, stock and 
nominal expenses for each "line" of the project. My proposal is really 
much bigger than just how to account for labour. I am talking about 
percentage of completion accounting as well.

The idea of the wiki is to share the spec for other input.

Phil

On 2016-10-09 10:51, Dale Scott wrote:
> Hi Phil and Exon, I'm glad to hear your interest and I'm sorry for 
> taking so
> long to reply.
> 
> Phil, I don't yet fully understand your requirements spec[1], but if I
> understand you correctly it seems there are two potential strategies 
> for
> capturing time and collecting into projects using the current WebERP.
> 
> Strategy 1. Use a manufactured Item (i.e. a part number) to model a 
> project.
> Create a part number for each project, and use a work order to collect 
> the
> labor required to produce the item (project). As many labor type items 
> can
> be created as necessary, and a labor type can be defined when a stock
> category is defined for a stock type - which allows for GL entries to
> recover labor (CR a P&L account and DR WIP) when there is an issue of 
> this
> labor to a work order. These labor items can also be part of the bill 
> of
> material at a particular work center, and work centers can be mapped to
> labor items. Having created a work order, you then issue materials and 
> labor
> to it and receive finished goods from it. When all the materials and 
> labor
> have been issued and the finished goods received from it the work order 
> is
> closed and the stock of the (unsold) finished items are revalued as
> necessary.
> 
> Strategy 2. Use a Contract to model a project. webERP contract 
> functionality
> allows for entry of nominal items directly to a contract's cost, and 
> stock
> and labor can be issued to a contract work order. If necessary, 
> multiple
> contracts can be used with each contract a different section of the 
> project
> (e.g. prototype, software development...). Contracts can have dates
> associated with them, as well as inter-dependencies, and could be 
> presented
> using a Gantt or PERT chart. For more details, see Phil's proposal[1].
> 
> I've mostly worked for companies doing their own engineering design, 
> PLM and
> project management, as well as manufacturing , which is probably why I
> proposed Strategy 1 - a part-number and manufacturing centric process.
> However, I think I conceptually understand Phil's proposal enough to
> recognise the Contract approach could be equally suitable. I think 
> which
> process would be best for any given situation would depend on the type 
> of
> project and how much interaction the project has with part numbers, 
> serial
> numbers and manufacturing (prototypes and pre-production units).
> 
> I would like to propose "we" work through the two strategies and 
> document
> each the workflow for each one with screenshots. Essentially a graphic 
> novel
> version of WebERP (hmmm, that might be going too far ;-)). I still 
> don't
> understand WebERP well enough to work an end-to-end example, and think 
> this
> would be an excellent way to learn. I'll do the documenting, but I'll 
> need
> help with specifically what step comes next, so I hope you don't mind a
> bunch of emails from me as I try and figure this out.
> 
> Do you have any suggestions on how we could work collaboratively? 
> (assuming
> of course you wanted to). I wouldn't mind trying out WordPress's
> collaboration features. I started a blog post a week ago when I thought 
> of
> Strategy 1, and have a draft with initial setup and config screenshots, 
> you
> could login to review and edit. WordPress also has really convenient 
> drag
> and drop for media. I'm not sure if the mailing list would be suitable 
> to
> carry on a conversation that included embedded screenshot images. 
> Assuming
> you want to proceed, do you have an alternate proposal?
> 
> Regardless of the authoring tool, the final result would be yours also 
> to
> put on the WebERP website (wiki?), add to the WebERP user manual, or 
> perhaps
> add to your training material, presentation or handouts (assuming you
> provide that service).
> 
> Regards,
> Dale
> 
> [1] http://www.weberp.org/wiki/ProjectManagementPercentCompletion
> 
> ---
> Transparency with Trust
> Blog: http://www.dalescott.net
> LinkedIn: https://ca.linkedin.com/in/dalescott
> GitHub: https://github.com/dalers
> 
> 
> -----Original Message-----
> From: ExsonQu [mailto:hex...@gm...]
> Sent: Wednesday, September 28, 2016 7:22 PM
> To: web...@li...
> Subject: Re: [webERP-users] how to record labor hours spent on a 
> project
> 
> *Dear all,*
> 
>              HRM is a important part in the real world.  It's very 
> important
> for cost control and management in today's business. If anyone has 
> expertise
> of this area, please bring out a spec, then we can discuss and fulfill 
> it.
> Cost control is a key in some business today. If we can have a concise 
> and
> powerful solution of this part, it'll help lots of existed or potential
> users.
> 
>               Thanks and best regards!
> 
>              Exson
> 
> -----Original Message-----
> From: Phil Daintree [mailto:ph...@lo...]
> Sent: Wednesday, September 28, 2016 3:18 AM
> To: For the general discussion of webERP project
> Subject: Re: [webERP-users] how to record labor hours spent on a 
> project
> 
> Well having created a work order, you then issue materials and labour 
> to it
> and receive finished goods from it. When all the materials and labour 
> have
> been issued and the finished goods received from it the work order is 
> closed
> and the stock of the (unsold) finished items are revalued as necessary.
> 
> Yes  I do think a timesheet interface would be cool to put time into 
> works
> orders with employees in particular work centres perhaps mapped to 
> labour
> items.
> 
> I have for the past few years ... now working for a project engineering
> business wanted to have a project which can consist of any number of
> contracts.... webERP contract functionality allows for entry of nominal
> items directly to the contract cost as well as issuing stock and labour 
> to a
> contract work order... each contract would be for a specific section of 
> the
> project and you could get into timings and which contracts need to be 
> done
> before subsequent "contracts" and a resultant gaant chart project plan.
> 
> I have started a spec describing this fairly extensive development.
> 
> http://www.weberp.org/wiki/ProjectManagementPercentCompletion
> 
> Since working for this engineering business where some contracts 
> represent a
> significant part of the turnover, percentage completion accounting has
> become my new world and it would be cool to build this into webERP too 
> - a
> MASSIVE undertaking ... but building up for a new challenge. If only 
> there
> were a sponsor for this!!
> 
> Phil
> 
> Phil Daintree
> Logic Works Ltd - +64 (0)275 567890
> http://www.logicworks.co.nz
> 
> -----Original Message-----
> From: Dale Scott [mailto:dal...@sh...]
> Sent: Wednesday, September 28, 2016 1:22 AM
> To: For the general discussion of webERP project
> Subject: Re: [webERP-users] how to record labor hours spent on a 
> project
> 
>>> I could create
>>> a part number for each project, and use work orders to record labor
>>> as if the project was a production part. Is this possible?
>> 
>> Yes that's correct... you can create any number of labour type items 
>> ...
>> the stock type when you define a stock category allows for a labour
>> type to be defined - this then allows for GL entries to recover labour
>> (CR a P & L account/DR WIP) when there is an issue of this labour to a
>> work order. These labour items can also be part of the bill of
>> material at a particular work centre.
> 
> Hi Phil, thanks for your comments. To experiment, I created a project
> (manufactured stock item) and a labour stock item, then created a
> manufacturing BOM for the project with the labour item only. However I 
> can't
> figure out how to use work orders. I've tried creating a work order for 
> the
> project, but it's not clear if it was in fact created, or what the next 
> step
> is. I'll post how far I've got to the forum with screen shots if it 
> would
> help. My goal is a documented procedure or HowTo, in whatever form 
> would be
> most useful to WebERP.
> 
>> Not sure of any other way... a timesheet interface would be cool to
>> put time into works orders with employees in particular work centres
>> perhaps mapped to labour items.
> 
> Having separate labour for each work center might be useful for work
> capacity planning.
> 
> Are you aware of any successful timesheet integrations with WebERP? Do 
> you
> think such a feature would be used at all? I think some basic level of 
> "HRM"
> together with basic level of project management capability could be 
> really
> useful to smaller organizations needing simple integrated low-cost 
> tools,
> although this may be too specialized a use to have significant 
> interest. I
> saw discussion of time sheets in the mailing list, but only concept - 
> no
> working code.
> 
> -----Original Message-----
> From: ph...@lo... [mailto:ph...@lo...]
> Sent: Tuesday, September 27, 2016 5:40 PM
> To: For the general discussion of webERP project
> Subject: Re: [webERP-users] how to record labor hours spent on a 
> project
> 
> Hi Dale,
> 
>> I could create
>> a part number for each project, and use work orders to record labor as
>> if the project was a production part. Is this possible?
> 
> Yes that's correct... you can create any number of labour type items 
> ...
> the stock type when you define a stock category allows for a labour 
> type to
> be defined - this then allows for GL entries to recover labour (CR a P 
> & L
> account/DR WIP) when there is an issue of this labour to a work order. 
> These
> labour items can also be part of the bill of material at a particular 
> work
> centre.
> 
> Not sure of any other way... a timesheet interface would be cool to put 
> time
> into works orders with employees in particular work centres perhaps 
> mapped
> to labour items.
> 
> Phil
> 
> -----Original Message-----
> From: Dale Scott [mailto:dal...@sh...]
> Sent: Tuesday, September 27, 2016 1:32 PM
> To: web...@li...
> Subject: [webERP-users] how to record labor hours spent on a project
> 
> Hello everyone, I would like to record the hours employees spend on 
> various
> internal projects as well as holidays, sick time, etc., so that I can 
> get a
> big picture for where the time has gone - essentially a timesheet 
> system. I
> get the idea from the manual that I could create a part number for each
> project, and use work orders to record labor as if the project was a
> production part. Is this possible? Is it the best way? Are there other 
> ways?
> 
> I'd really appreciate any tips or anecdotal stories.
> 
> Thanks,
> Dale
> 
> 
> 
> 
> 
> ------------------------------------------------------------------------------
> Check out the vibrant tech community on one of the world's most
> engaging tech sites, SlashDot.org! http://sdm.link/slashdot
> _______________________________________________
> web-ERP-users mailing list
> web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-users

------------------------------------------------------------------------------
Check out the vibrant tech community on one of the world's most 
engaging tech sites, SlashDot.org! http://sdm.link/slashdot
_______________________________________________
web-ERP-users mailing list
web...@li...
https://lists.sourceforge.net/lists/listinfo/web-erp-users

Re: [webERP-users] how to record labor hours spent on a project

[<ph...@lo...>]

Dale,

Well I am not sure Strategy 1 and 2 are mutually exclusive.

With what you term strategy 2 - I feel is an extension of contracts. 
Projects - which contain multiple contracts - each of which have no sale 
value and only the project has a total value. The contract functionality 
just provides a way to capture the costs of both labour, stock and 
nominal expenses for each "line" of the project. My proposal is really 
much bigger than just how to account for labour. I am talking about 
percentage of completion accounting as well.

The idea of the wiki is to share the spec for other input.

Phil

On 2016-10-09 10:51, Dale Scott wrote:
> Hi Phil and Exon, I'm glad to hear your interest and I'm sorry for 
> taking so
> long to reply.
> 
> Phil, I don't yet fully understand your requirements spec[1], but if I
> understand you correctly it seems there are two potential strategies 
> for
> capturing time and collecting into projects using the current WebERP.
> 
> Strategy 1. Use a manufactured Item (i.e. a part number) to model a 
> project.
> Create a part number for each project, and use a work order to collect 
> the
> labor required to produce the item (project). As many labor type items 
> can
> be created as necessary, and a labor type can be defined when a stock
> category is defined for a stock type - which allows for GL entries to
> recover labor (CR a P&L account and DR WIP) when there is an issue of 
> this
> labor to a work order. These labor items can also be part of the bill 
> of
> material at a particular work center, and work centers can be mapped to
> labor items. Having created a work order, you then issue materials and 
> labor
> to it and receive finished goods from it. When all the materials and 
> labor
> have been issued and the finished goods received from it the work order 
> is
> closed and the stock of the (unsold) finished items are revalued as
> necessary.
> 
> Strategy 2. Use a Contract to model a project. webERP contract 
> functionality
> allows for entry of nominal items directly to a contract's cost, and 
> stock
> and labor can be issued to a contract work order. If necessary, 
> multiple
> contracts can be used with each contract a different section of the 
> project
> (e.g. prototype, software development...). Contracts can have dates
> associated with them, as well as inter-dependencies, and could be 
> presented
> using a Gantt or PERT chart. For more details, see Phil's proposal[1].
> 
> I've mostly worked for companies doing their own engineering design, 
> PLM and
> project management, as well as manufacturing , which is probably why I
> proposed Strategy 1 - a part-number and manufacturing centric process.
> However, I think I conceptually understand Phil's proposal enough to
> recognise the Contract approach could be equally suitable. I think 
> which
> process would be best for any given situation would depend on the type 
> of
> project and how much interaction the project has with part numbers, 
> serial
> numbers and manufacturing (prototypes and pre-production units).
> 
> I would like to propose "we" work through the two strategies and 
> document
> each the workflow for each one with screenshots. Essentially a graphic 
> novel
> version of WebERP (hmmm, that might be going too far ;-)). I still 
> don't
> understand WebERP well enough to work an end-to-end example, and think 
> this
> would be an excellent way to learn. I'll do the documenting, but I'll 
> need
> help with specifically what step comes next, so I hope you don't mind a
> bunch of emails from me as I try and figure this out.
> 
> Do you have any suggestions on how we could work collaboratively? 
> (assuming
> of course you wanted to). I wouldn't mind trying out WordPress's
> collaboration features. I started a blog post a week ago when I thought 
> of
> Strategy 1, and have a draft with initial setup and config screenshots, 
> you
> could login to review and edit. WordPress also has really convenient 
> drag
> and drop for media. I'm not sure if the mailing list would be suitable 
> to
> carry on a conversation that included embedded screenshot images. 
> Assuming
> you want to proceed, do you have an alternate proposal?
> 
> Regardless of the authoring tool, the final result would be yours also 
> to
> put on the WebERP website (wiki?), add to the WebERP user manual, or 
> perhaps
> add to your training material, presentation or handouts (assuming you
> provide that service).
> 
> Regards,
> Dale
> 
> [1] http://www.weberp.org/wiki/ProjectManagementPercentCompletion
> 
> ---
> Transparency with Trust
> Blog: http://www.dalescott.net
> LinkedIn: https://ca.linkedin.com/in/dalescott
> GitHub: https://github.com/dalers
> 
> 
> -----Original Message-----
> From: ExsonQu [mailto:hex...@gm...]
> Sent: Wednesday, September 28, 2016 7:22 PM
> To: web...@li...
> Subject: Re: [webERP-users] how to record labor hours spent on a 
> project
> 
> *Dear all,*
> 
>              HRM is a important part in the real world.  It's very 
> important
> for cost control and management in today's business. If anyone has 
> expertise
> of this area, please bring out a spec, then we can discuss and fulfill 
> it.
> Cost control is a key in some business today. If we can have a concise 
> and
> powerful solution of this part, it'll help lots of existed or potential
> users.
> 
>               Thanks and best regards!
> 
>              Exson
> 
> -----Original Message-----
> From: Phil Daintree [mailto:ph...@lo...]
> Sent: Wednesday, September 28, 2016 3:18 AM
> To: For the general discussion of webERP project
> Subject: Re: [webERP-users] how to record labor hours spent on a 
> project
> 
> Well having created a work order, you then issue materials and labour 
> to it
> and receive finished goods from it. When all the materials and labour 
> have
> been issued and the finished goods received from it the work order is 
> closed
> and the stock of the (unsold) finished items are revalued as necessary.
> 
> Yes  I do think a timesheet interface would be cool to put time into 
> works
> orders with employees in particular work centres perhaps mapped to 
> labour
> items.
> 
> I have for the past few years ... now working for a project engineering
> business wanted to have a project which can consist of any number of
> contracts.... webERP contract functionality allows for entry of nominal
> items directly to the contract cost as well as issuing stock and labour 
> to a
> contract work order... each contract would be for a specific section of 
> the
> project and you could get into timings and which contracts need to be 
> done
> before subsequent "contracts" and a resultant gaant chart project plan.
> 
> I have started a spec describing this fairly extensive development.
> 
> http://www.weberp.org/wiki/ProjectManagementPercentCompletion
> 
> Since working for this engineering business where some contracts 
> represent a
> significant part of the turnover, percentage completion accounting has
> become my new world and it would be cool to build this into webERP too 
> - a
> MASSIVE undertaking ... but building up for a new challenge. If only 
> there
> were a sponsor for this!!
> 
> Phil
> 
> Phil Daintree
> Logic Works Ltd - +64 (0)275 567890
> http://www.logicworks.co.nz
> 
> -----Original Message-----
> From: Dale Scott [mailto:dal...@sh...]
> Sent: Wednesday, September 28, 2016 1:22 AM
> To: For the general discussion of webERP project
> Subject: Re: [webERP-users] how to record labor hours spent on a 
> project
> 
>>> I could create
>>> a part number for each project, and use work orders to record labor
>>> as if the project was a production part. Is this possible?
>> 
>> Yes that's correct... you can create any number of labour type items 
>> ...
>> the stock type when you define a stock category allows for a labour
>> type to be defined - this then allows for GL entries to recover labour
>> (CR a P & L account/DR WIP) when there is an issue of this labour to a
>> work order. These labour items can also be part of the bill of
>> material at a particular work centre.
> 
> Hi Phil, thanks for your comments. To experiment, I created a project
> (manufactured stock item) and a labour stock item, then created a
> manufacturing BOM for the project with the labour item only. However I 
> can't
> figure out how to use work orders. I've tried creating a work order for 
> the
> project, but it's not clear if it was in fact created, or what the next 
> step
> is. I'll post how far I've got to the forum with screen shots if it 
> would
> help. My goal is a documented procedure or HowTo, in whatever form 
> would be
> most useful to WebERP.
> 
>> Not sure of any other way... a timesheet interface would be cool to
>> put time into works orders with employees in particular work centres
>> perhaps mapped to labour items.
> 
> Having separate labour for each work center might be useful for work
> capacity planning.
> 
> Are you aware of any successful timesheet integrations with WebERP? Do 
> you
> think such a feature would be used at all? I think some basic level of 
> "HRM"
> together with basic level of project management capability could be 
> really
> useful to smaller organizations needing simple integrated low-cost 
> tools,
> although this may be too specialized a use to have significant 
> interest. I
> saw discussion of time sheets in the mailing list, but only concept - 
> no
> working code.
> 
> -----Original Message-----
> From: ph...@lo... [mailto:ph...@lo...]
> Sent: Tuesday, September 27, 2016 5:40 PM
> To: For the general discussion of webERP project
> Subject: Re: [webERP-users] how to record labor hours spent on a 
> project
> 
> Hi Dale,
> 
>> I could create
>> a part number for each project, and use work orders to record labor as
>> if the project was a production part. Is this possible?
> 
> Yes that's correct... you can create any number of labour type items 
> ...
> the stock type when you define a stock category allows for a labour 
> type to
> be defined - this then allows for GL entries to recover labour (CR a P 
> & L
> account/DR WIP) when there is an issue of this labour to a work order. 
> These
> labour items can also be part of the bill of material at a particular 
> work
> centre.
> 
> Not sure of any other way... a timesheet interface would be cool to put 
> time
> into works orders with employees in particular work centres perhaps 
> mapped
> to labour items.
> 
> Phil
> 
> -----Original Message-----
> From: Dale Scott [mailto:dal...@sh...]
> Sent: Tuesday, September 27, 2016 1:32 PM
> To: web...@li...
> Subject: [webERP-users] how to record labor hours spent on a project
> 
> Hello everyone, I would like to record the hours employees spend on 
> various
> internal projects as well as holidays, sick time, etc., so that I can 
> get a
> big picture for where the time has gone - essentially a timesheet 
> system. I
> get the idea from the manual that I could create a part number for each
> project, and use work orders to record labor as if the project was a
> production part. Is this possible? Is it the best way? Are there other 
> ways?
> 
> I'd really appreciate any tips or anecdotal stories.
> 
> Thanks,
> Dale
> 
> 
> 
> 
> 
> ------------------------------------------------------------------------------
> Check out the vibrant tech community on one of the world's most
> engaging tech sites, SlashDot.org! http://sdm.link/slashdot
> _______________________________________________
> web-ERP-users mailing list
> web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-users

Re: [webERP-users] how to record labor hours spent on a project

[Dale S. <dal...@sh...>]

Hi Phil and Exon, I'm glad to hear your interest and I'm sorry for taking so
long to reply.

Phil, I don't yet fully understand your requirements spec[1], but if I
understand you correctly it seems there are two potential strategies for
capturing time and collecting into projects using the current WebERP.

Strategy 1. Use a manufactured Item (i.e. a part number) to model a project.
Create a part number for each project, and use a work order to collect the
labor required to produce the item (project). As many labor type items can
be created as necessary, and a labor type can be defined when a stock
category is defined for a stock type - which allows for GL entries to
recover labor (CR a P&L account and DR WIP) when there is an issue of this
labor to a work order. These labor items can also be part of the bill of
material at a particular work center, and work centers can be mapped to
labor items. Having created a work order, you then issue materials and labor
to it and receive finished goods from it. When all the materials and labor
have been issued and the finished goods received from it the work order is
closed and the stock of the (unsold) finished items are revalued as
necessary.

Strategy 2. Use a Contract to model a project. webERP contract functionality
allows for entry of nominal items directly to a contract's cost, and stock
and labor can be issued to a contract work order. If necessary, multiple
contracts can be used with each contract a different section of the project
(e.g. prototype, software development...). Contracts can have dates
associated with them, as well as inter-dependencies, and could be presented
using a Gantt or PERT chart. For more details, see Phil's proposal[1].

I've mostly worked for companies doing their own engineering design, PLM and
project management, as well as manufacturing , which is probably why I
proposed Strategy 1 - a part-number and manufacturing centric process.
However, I think I conceptually understand Phil's proposal enough to
recognise the Contract approach could be equally suitable. I think which
process would be best for any given situation would depend on the type of
project and how much interaction the project has with part numbers, serial
numbers and manufacturing (prototypes and pre-production units).

I would like to propose "we" work through the two strategies and document
each the workflow for each one with screenshots. Essentially a graphic novel
version of WebERP (hmmm, that might be going too far ;-)). I still don't
understand WebERP well enough to work an end-to-end example, and think this
would be an excellent way to learn. I'll do the documenting, but I'll need
help with specifically what step comes next, so I hope you don't mind a
bunch of emails from me as I try and figure this out.

Do you have any suggestions on how we could work collaboratively? (assuming
of course you wanted to). I wouldn't mind trying out WordPress's
collaboration features. I started a blog post a week ago when I thought of
Strategy 1, and have a draft with initial setup and config screenshots, you
could login to review and edit. WordPress also has really convenient drag
and drop for media. I'm not sure if the mailing list would be suitable to
carry on a conversation that included embedded screenshot images. Assuming
you want to proceed, do you have an alternate proposal?

Regardless of the authoring tool, the final result would be yours also to
put on the WebERP website (wiki?), add to the WebERP user manual, or perhaps
add to your training material, presentation or handouts (assuming you
provide that service). 

Regards,
Dale

[1] http://www.weberp.org/wiki/ProjectManagementPercentCompletion

---
Transparency with Trust
Blog: http://www.dalescott.net
LinkedIn: https://ca.linkedin.com/in/dalescott
GitHub: https://github.com/dalers


-----Original Message-----
From: ExsonQu [mailto:hex...@gm...] 
Sent: Wednesday, September 28, 2016 7:22 PM
To: web...@li...
Subject: Re: [webERP-users] how to record labor hours spent on a project

*Dear all,*

             HRM is a important part in the real world.  It's very important
for cost control and management in today's business. If anyone has expertise
of this area, please bring out a spec, then we can discuss and fulfill it.
Cost control is a key in some business today. If we can have a concise and
powerful solution of this part, it'll help lots of existed or potential
users.

              Thanks and best regards!

             Exson

-----Original Message-----
From: Phil Daintree [mailto:ph...@lo...] 
Sent: Wednesday, September 28, 2016 3:18 AM
To: For the general discussion of webERP project
Subject: Re: [webERP-users] how to record labor hours spent on a project

Well having created a work order, you then issue materials and labour to it
and receive finished goods from it. When all the materials and labour have
been issued and the finished goods received from it the work order is closed
and the stock of the (unsold) finished items are revalued as necessary.

Yes  I do think a timesheet interface would be cool to put time into works
orders with employees in particular work centres perhaps mapped to labour
items.

I have for the past few years ... now working for a project engineering
business wanted to have a project which can consist of any number of
contracts.... webERP contract functionality allows for entry of nominal
items directly to the contract cost as well as issuing stock and labour to a
contract work order... each contract would be for a specific section of the
project and you could get into timings and which contracts need to be done
before subsequent "contracts" and a resultant gaant chart project plan.

I have started a spec describing this fairly extensive development.

http://www.weberp.org/wiki/ProjectManagementPercentCompletion

Since working for this engineering business where some contracts represent a
significant part of the turnover, percentage completion accounting has
become my new world and it would be cool to build this into webERP too - a
MASSIVE undertaking ... but building up for a new challenge. If only there
were a sponsor for this!!

Phil

Phil Daintree
Logic Works Ltd - +64 (0)275 567890
http://www.logicworks.co.nz

-----Original Message-----
From: Dale Scott [mailto:dal...@sh...] 
Sent: Wednesday, September 28, 2016 1:22 AM
To: For the general discussion of webERP project
Subject: Re: [webERP-users] how to record labor hours spent on a project

>> I could create
>> a part number for each project, and use work orders to record labor 
>> as if the project was a production part. Is this possible?
> 
> Yes that's correct... you can create any number of labour type items ... 
> the stock type when you define a stock category allows for a labour 
> type to be defined - this then allows for GL entries to recover labour 
> (CR a P & L account/DR WIP) when there is an issue of this labour to a 
> work order. These labour items can also be part of the bill of 
> material at a particular work centre.

Hi Phil, thanks for your comments. To experiment, I created a project
(manufactured stock item) and a labour stock item, then created a
manufacturing BOM for the project with the labour item only. However I can't
figure out how to use work orders. I've tried creating a work order for the
project, but it's not clear if it was in fact created, or what the next step
is. I'll post how far I've got to the forum with screen shots if it would
help. My goal is a documented procedure or HowTo, in whatever form would be
most useful to WebERP.

> Not sure of any other way... a timesheet interface would be cool to 
> put time into works orders with employees in particular work centres 
> perhaps mapped to labour items.

Having separate labour for each work center might be useful for work
capacity planning. 

Are you aware of any successful timesheet integrations with WebERP? Do you
think such a feature would be used at all? I think some basic level of "HRM"
together with basic level of project management capability could be really
useful to smaller organizations needing simple integrated low-cost tools,
although this may be too specialized a use to have significant interest. I
saw discussion of time sheets in the mailing list, but only concept - no
working code.

-----Original Message-----
From: ph...@lo... [mailto:ph...@lo...] 
Sent: Tuesday, September 27, 2016 5:40 PM
To: For the general discussion of webERP project
Subject: Re: [webERP-users] how to record labor hours spent on a project

Hi Dale,

> I could create
> a part number for each project, and use work orders to record labor as 
> if the project was a production part. Is this possible?

Yes that's correct... you can create any number of labour type items ... 
the stock type when you define a stock category allows for a labour type to
be defined - this then allows for GL entries to recover labour (CR a P & L
account/DR WIP) when there is an issue of this labour to a work order. These
labour items can also be part of the bill of material at a particular work
centre.

Not sure of any other way... a timesheet interface would be cool to put time
into works orders with employees in particular work centres perhaps mapped
to labour items.

Phil

-----Original Message-----
From: Dale Scott [mailto:dal...@sh...] 
Sent: Tuesday, September 27, 2016 1:32 PM
To: web...@li...
Subject: [webERP-users] how to record labor hours spent on a project

Hello everyone, I would like to record the hours employees spend on various
internal projects as well as holidays, sick time, etc., so that I can get a
big picture for where the time has gone - essentially a timesheet system. I
get the idea from the manual that I could create a part number for each
project, and use work orders to record labor as if the project was a
production part. Is this possible? Is it the best way? Are there other ways?

I'd really appreciate any tips or anecdotal stories.

Thanks,
Dale

Re: [webERP-users] how to record labor hours spent on a project

[ExsonQu <hex...@gm...>]

*Dear all,*

             HRM is a important part in the real world.  It's very important
for cost control and management in today's business. If anyone has expertise
of this area, please bring out a spec, then we can discuss and fulfill it.
Cost control is a key in some business today. If we can have a concise and
powerful solution of this part, it'll help lots of existed or potential
users.

              Thanks and best regards!

             Exson



--
View this message in context: http://weberp-accounting.1478800.n4.nabble.com/how-to-record-labor-hours-spent-on-a-project-tp4658680p4658685.html
Sent from the web-ERP-users mailing list archive at Nabble.com.

Re: [webERP-users] how to record labor hours spent on a project

[Phil D. <ph...@lo...>]

Well having created a work order, you then issue materials and labour to 
it and receive finished goods from it. When all the materials and labour 
have been issued and the finished goods received from it the work order 
is closed and the stock of the (unsold) finished items are revalued as 
necessary.

Yes  I do think a timesheet interface would be cool to put time into 
works orders with employees in particular work centres perhaps mapped to 
labour items.

I have for the past few years ... now working for a project engineering 
business wanted to have a project which can consist of any number of 
contracts.... webERP contract functionality allows for entry of nominal 
items directly to the contract cost as well as issuing stock and labour 
to a contract work order... each contract would be for a specific 
section of the project and you could get into timings and which 
contracts need to be done before subsequent "contracts" and a resultant 
gaant chart project plan.

I have started a spec describing this fairly extensive development.

http://www.weberp.org/wiki/ProjectManagementPercentCompletion

Since working for this engineering business where some contracts 
represent a significant part of the turnover, percentage completion 
accounting has become my new world and it would be cool to build this 
into webERP too - a MASSIVE undertaking ... but building up for a new 
challenge. If only there were a sponsor for this!!

Phil

Phil Daintree
Logic Works Ltd - +64 (0)275 567890
http://www.logicworks.co.nz

On 28/09/16 20:21, Dale Scott wrote:
>>> I could create
>>> a part number for each project, and use work orders to record labor as
>>> if the project was a production part. Is this possible?
>> Yes that's correct... you can create any number of labour type items ...
>> the stock type when you define a stock category allows for a labour type
>> to be defined - this then allows for GL entries to recover labour (CR a
>> P & L account/DR WIP) when there is an issue of this labour to a work
>> order. These labour items can also be part of the bill of material at a
>> particular work centre.
> Hi Phil, thanks for your comments. To experiment, I created a project (manufactured stock item) and a labour stock item, then created a manufacturing BOM for the project with the labour item only. However I can't figure out how to use work orders. I've tried creating a work order for the project, but it's not clear if it was in fact created, or what the next step is. I'll post how far I've got to the forum with screen shots if it would help. My goal is a documented procedure or HowTo, in whatever form would be most useful to WebERP.
>
>> Not sure of any other way... a timesheet interface would be cool to put
>> time into works orders with employees in particular work centres perhaps
>> mapped to labour items.
> Having separate labour for each work center might be useful for work work capacity planning.
>
> Are you aware of any successful timesheet integrations with WebERP? Do you think such a feature would be used at all? I think some basic level of "HRM" together with basic level of project management capability could be really useful to smaller organizations needing simple integrated low-cost tools, although this may be too specialized a use to have significant interest. I saw discussion of time sheets in the mailing list, but only concept - no working code.
> ------------------------------------------------------------------------------
> _______________________________________________
> web-ERP-users mailing list
> web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-users
>

Re: [webERP-users] how to record labor hours spent on a project

[Dale S. <dal...@sh...>]

>> I could create
>> a part number for each project, and use work orders to record labor as
>> if the project was a production part. Is this possible?
> 
> Yes that's correct... you can create any number of labour type items ... 
> the stock type when you define a stock category allows for a labour type 
> to be defined - this then allows for GL entries to recover labour (CR a 
> P & L account/DR WIP) when there is an issue of this labour to a work 
> order. These labour items can also be part of the bill of material at a 
> particular work centre.

Hi Phil, thanks for your comments. To experiment, I created a project (manufactured stock item) and a labour stock item, then created a manufacturing BOM for the project with the labour item only. However I can't figure out how to use work orders. I've tried creating a work order for the project, but it's not clear if it was in fact created, or what the next step is. I'll post how far I've got to the forum with screen shots if it would help. My goal is a documented procedure or HowTo, in whatever form would be most useful to WebERP.

> Not sure of any other way... a timesheet interface would be cool to put 
> time into works orders with employees in particular work centres perhaps 
> mapped to labour items.

Having separate labour for each work center might be useful for work work capacity planning. 

Are you aware of any successful timesheet integrations with WebERP? Do you think such a feature would be used at all? I think some basic level of "HRM" together with basic level of project management capability could be really useful to smaller organizations needing simple integrated low-cost tools, although this may be too specialized a use to have significant interest. I saw discussion of time sheets in the mailing list, but only concept - no working code.

Re: [webERP-users] how to record labor hours spent on a project

[<ph...@lo...>]

Hi Dale,

> I could create
> a part number for each project, and use work orders to record labor as
> if the project was a production part. Is this possible?

Yes that's correct... you can create any number of labour type items ... 
the stock type when you define a stock category allows for a labour type 
to be defined - this then allows for GL entries to recover labour (CR a 
P & L account/DR WIP) when there is an issue of this labour to a work 
order. These labour items can also be part of the bill of material at a 
particular work centre.

Not sure of any other way... a timesheet interface would be cool to put 
time into works orders with employees in particular work centres perhaps 
mapped to labour items.

Phil


On 2016-09-27 13:32, Dale Scott wrote:
> Hello everyone, I would like to record the hours employees spend on
> various internal projects as well as holidays, sick time, etc., so
> that I can get a big picture for where the time has gone - essentially
> a timesheet system. I get the idea from the manual that I could create
> a part number for each project, and use work orders to record labor as
> if the project was a production part. Is this possible? Is it the best
> way? Are there other ways?
> 
> I'd really appreciate any tips or anecdotal stories.
> 
> Thanks,
> Dale
> 
> 
> ------------------------------------------------------------------------------
> 
> _______________________________________________
> web-ERP-users mailing list
> web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-users

[webERP-users] how to record labor hours spent on a project

[Dale S. <dal...@sh...>]

Hello everyone, I would like to record the hours employees spend on various
internal projects as well as holidays, sick time, etc., so that I can get a
big picture for where the time has gone - essentially a timesheet system. I
get the idea from the manual that I could create a part number for each
project, and use work orders to record labor as if the project was a
production part. Is this possible? Is it the best way? Are there other ways?

 

I'd really appreciate any tips or anecdotal stories.

 

Thanks,
Dale

 

 

Re: [webERP-users] webERP version 4.13 clone error

[Terry P. <te...@tj...>]

Hi Exson,
Thanks, all fixed :)


Cheers
Terry

On Fri, Jul 15, 2016 at 5:04 PM, ExsonQu <hex...@gm...> wrote:

> *Hi, Terry,*
>
>                 It's fixed in the trunk. Attached is the file for your
> reference.
>                  StockClone.php
> <
> http://weberp-accounting.1478800.n4.nabble.com/file/n4658637/StockClone.php
> >
>
>                 Best regards!
>
>                 Exson
>
>
>
> --
> View this message in context:
> http://weberp-accounting.1478800.n4.nabble.com/webERP-version-4-13-clone-error-tp4658636p4658637.html
> Sent from the web-ERP-users mailing list archive at Nabble.com.
>
>
> ------------------------------------------------------------------------------
> What NetFlow Analyzer can do for you? Monitors network bandwidth and
> traffic
> patterns at an interface-level. Reveals which users, apps, and protocols
> are
> consuming the most bandwidth. Provides multi-vendor support for NetFlow,
> J-Flow, sFlow and other flows. Make informed decisions using capacity
> planning
> reports.http://sdm.link/zohodev2dev
> _______________________________________________
> web-ERP-users mailing list
> web...@li...
> https://lists.sourceforge.net/lists/listinfo/web-erp-users
>




<http://expert-wifi.com>

Re: [webERP-users] webERP version 4.13 clone error

[ExsonQu <hex...@gm...>]

*Hi, Terry,*

                It's fixed in the trunk. Attached is the file for your
reference. 
                 StockClone.php
<http://weberp-accounting.1478800.n4.nabble.com/file/n4658637/StockClone.php>  

                Best regards!

                Exson



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[webERP-users] webERP version 4.13 clone error

[Terry P. <te...@tj...>]

Hi All,
WebERP has been going great, but I just tried my first clone item since the
last update and got the following error. I've tested it on two items with
the same result.

*Parse error*: syntax error, unexpected '||' (T_BOOLEAN_OR) in
*/usr/local/www/apache24/data/webERP/StockClone.php* on line


*591*
Cheers,
Terry

<http://expert-wifi.com>

Re: [webERP-users] Windows all in one installer

[Storey F. <sto...@ya...>]

Will someone in charge please remove me from this email chain. I have been receiving these emails for two years and am blocked each time I try to get off this mailing list on the website. 

    On Monday, June 13, 2016 6:39 PM, ExsonQu <hex...@gm...> wrote:
 
 

 *Hi, Phil,*

            Thank you very much!

            That's great! It'll help users to try weberp. 

            Best regards!

            Exson



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------------------------------------------------------------------------------
What NetFlow Analyzer can do for you? Monitors network bandwidth and traffic
patterns at an interface-level. Reveals which users, apps, and protocols are 
consuming the most bandwidth. Provides multi-vendor support for NetFlow, 
J-Flow, sFlow and other flows. Make informed decisions using capacity 
planning reports. https://ad.doubleclick.net/ddm/clk/305295220;132659582;e
_______________________________________________
web-ERP-users mailing list
web...@li...
https://lists.sourceforge.net/lists/listinfo/web-erp-users


 
  

Re: [webERP-users] Windows all in one installer

[ExsonQu <hex...@gm...>]

*Hi, Phil,*

            Thank you very much!

            That's great! It'll help users to try weberp. 

            Best regards!

            Exson



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Re: [webERP-users] Credits not including TAX ?

[ExsonQu <hex...@gm...>]

*Hi, Terry,*

           Thank you for your feedback!

           The tax credit feature also exists. It seems a bug. I'll check it
later.

           Thanks and best regards!

           Exson



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[webERP-users] Credits not including TAX ?

[Terry P. <te...@tj...>]

Hi Phil, Exson and all,

The latest version (v4.13) is going great and I'm making excellent progress
now I can process my credit backlog, but I think I have found a bug ?

I'm finding that credits on complete Invoices are not including the tax
component, (in my case the 10% GST) in the credit.

I'm having to do this last as a misc credit on each invoice.

Any suggestions, comments ?

Cheers
Terry

Re: [webERP-users] Windows all in one installer

[gilberto d. s. a. <gs...@gm...>]

Lets experiment!
Em 10/06/2016 05:58, "Phil Daintree" <ph...@lo...> escreveu:

Tariq has made an all in one demo system for windows - that installs
Xampp and webERP so it is easy to try webERP without having to install
the whole LAMP infrastructure first. I have uploaded it to the files
section - I believe it is contains webERP version 4.13

--
Phil

Phil Daintree
Logic Works Ltd - +64 (0)275 567890
http://www.logicworks.co.nz


------------------------------------------------------------------------------
What NetFlow Analyzer can do for you? Monitors network bandwidth and traffic
patterns at an interface-level. Reveals which users, apps, and protocols are
consuming the most bandwidth. Provides multi-vendor support for NetFlow,
J-Flow, sFlow and other flows. Make informed decisions using capacity
planning reports. https://ad.doubleclick.net/ddm/clk/305295220;132659582;e
_______________________________________________
web-ERP-users mailing list
web...@li...
https://lists.sourceforge.net/lists/listinfo/web-erp-users

[webERP-users] Windows all in one installer

[Phil D. <ph...@lo...>]

Tariq has made an all in one demo system for windows - that installs 
Xampp and webERP so it is easy to try webERP without having to install 
the whole LAMP infrastructure first. I have uploaded it to the files 
section - I believe it is contains webERP version 4.13

-- 
Phil

Phil Daintree
Logic Works Ltd - +64 (0)275 567890
http://www.logicworks.co.nz

Re: [webERP-users] webERP_4.13 has been released

[Terry P. <te...@tj...>]

HI Exson, Phil and all,

 Apologies for the late reply, I hadn't had time to test the solution to my
credit  problem (I couldn't credit any invoices) until today, but as webERP
version 4.13 had been released in the interim, I upgraded to it, and my
credit issue is now resolved :)

webERP version 4.13 is looking great!

Thanks again those that responded to my issue.

Cheers
Terry



On Wed, Jun 1, 2016 at 12:03 AM, ExsonQu <hex...@gm...> wrote:

> *Dear all,*
>
>             I'm proud to announce that webERP_4.13 version has been
> released.
>
>            Thank you for Phil's leadership and great contribution for this
> new release. And thank you for Rafael Chacón, Richard, Jan Bakke, Tim and
> Andrew.
>
>           Thank you Rafael for providing a print css which make screen
> directly print possible. And there are many other improvements in this
> release from other developer and contributor. You can find this data from
> the doc/change of this release. We're very appreciated for those developers
> and users' join and contribution.
>
>           At the mean time, there are some bugs fixed in this release
> including the wrong gl balance which has been obsessed us for a long time.
>
>          Thanks you again and looking forward to your continue support!
>
>          Best regards!
>
>          Exson
>
>
>
>
>
<http://expert-wifi.com>

[webERP-users] webERP_4.13 has been released

[ExsonQu <hex...@gm...>]

*Dear all,*

            I'm proud to announce that webERP_4.13 version has been
released. 
           
           Thank you for Phil's leadership and great contribution for this
new release. And thank you for Rafael Chacón, Richard, Jan Bakke, Tim and
Andrew.
         
          Thank you Rafael for providing a print css which make screen
directly print possible. And there are many other improvements in this
release from other developer and contributor. You can find this data from
the doc/change of this release. We're very appreciated for those developers
and users' join and contribution.
 
          At the mean time, there are some bugs fixed in this release
including the wrong gl balance which has been obsessed us for a long time.
         
         Thanks you again and looking forward to your continue support!

         Best regards!

         Exson
              




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Re: [webERP-users] webERP_4.13_RC1 has been released

[ExsonQu <hex...@gm...>]

*Dear all,*

                    You can download it from here: 
https://sourceforge.net/projects/web-erp/files/webERP_4.13_RC1.zip/download
<https://sourceforge.net/projects/web-erp/files/webERP_4.13_RC1.zip/download>  

                    Thanks and best regards!

                    Exson



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