Hi all,
As part of the idea to upload draft invoices as orders, there's also a
requirement to bulk-convert orders to invoices. My current idea is to use
the following approach and I'd like to hear your feedback about it.
By adding a column with checkmarks on the order search result page (for
open orders), and adding a button to convert to invoices, I think we can
support bulk conversion. After the button has been selected, a screen comes
up which contains the fields which are on the invoice but are not on the
orders. Currently, that would be the "Due date" and the "Creation date"
fields. Optionally, the "Invoice date" could be required on the screen,
depending on the intent of the fields used on the order.
So, two questions:
1. Do you think I'm missing anything major?
2. What comments do you have and would a workflow like this interest you as
well?
(The import of invoices would support both importing draft invoices as
orders and final invoices immediately posted.)
--
Bye,
Erik.
http://efficito.com -- Hosted accounting and ERP.
Robust and Flexible. No vendor lock-in.
------------------------------------------------------------------------------
Learn Graph Databases - Download FREE O'Reilly Book
"Graph Databases" is the definitive new guide to graph databases and their
applications. Written by three acclaimed leaders in the field,
this first edition is now available. Download your free book today!
http://p.sf.net/sfu/13534_NeoTech
_______________________________________________
Ledger-smb-devel mailing list
[email protected]
https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel
