Hi Erik,
Just some more points to the big picture, which could be relevant:
import invoice data from webshop (via its interface or an export - convert etc.)
import invoices for monthly/yearly etc. payment, like in the recurring invoice
at this moment, but variable Notes or linked entries: could contain the service
period from-to (4ex: from 16-04-2014 to 15-05-2014), or a detailed list about
the services (like phone calls or production data as you mentioned in your
email)
Otherwise the mentioned process and stored details for invoices (which could be
included in the invoice as optional attachement for the invoice) sound very
good.ű
Cheers,
István
----------------eredeti üzenet-----------------
Feladó: "Erik Huelsmann" [email protected]
Címzett: "Development discussion for LedgerSMB"
[email protected]
Dátum: Mon, 3 Feb 2014 23:27:52 +0100
----------------------------------------------------------
>
>
>Hi all,
>
>
>
>Quite possibly I'll be building an enhancement to LedgerSMB which should
>support the
>following use-case.
>
>
>
>The user invoices his customers on a regular interval. The invoices are partly
>based on
>volume data recorded in a production system. To improve the quality of the
>invoices as well as
>the efficiency of this process, the user wants to import the volume data from
>the other
>system into LedgerSMB, adding the data to one of the next invoices to be
>created for each
>customer.
>
>
>
>My idea is to draw up an XML (or other structured) format which can be
>imported into a new
>table in the database. This table would hold all information "ever imported",
>with links to
>the invoices on which the information has been included.
>
>
>
>Then, the invoice screen would be enhanced with a button to import the data
>relevant to
>the customer(account) for which the invoice is being created. And a new search
>screen
>would be created to find which data is attached to which invoice and which
>data hasn't been
>attached to an invoice yet.
>
>
>
>
>
>Now, while I can create this enhancement, I'm interested in finding out what
>requirements others would have that I may be able to satisfy if I know of them
>in advance.
>
>
>
>Have you wanted to import data into LedgerSMB to create invoices from? If so,
>what
>solutions have you applied so far? Could the description for the enhancement
>above be a (partial)
>solution to your problem at hand? In the description above, what might be
>missing to address your
>process (better)?
>
>
>
>And last, but also very important: do you think I should have sent this mail
>to the users
>mailing list?
>
>
>
>--
>
>Bye,
>
>
>
>Erik.
>
>
>
>[http://efficito.com -> http://efficito.com/] -- Hosted accounting and ERP.
>
>Robust and Flexible. No vendor lock-in.
>
>
>
>
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