Re: Add tax to billed hours

[Jacques Le Roux]

Yes that's what I thought about, thanks Gil!

A word about this issue could maybe figure in 
https://cwiki.apache.org/confluence/display/OFBIZ/VAT

BTW this page could support a refresh ;)

Jacques


Le 27/07/2016 à 15:32, gil portenseigne a écrit :


Oh, and :

https://issues.apache.org/jira/browse/OFBIZ-7138
Gil

Le 27/07/2016 à 15:23, gil portenseigne a écrit :

Hi Jacques,

Yes, the type of work is the product associated with workEffort using 
WorkEffortGoodStandard.

We did not take into consideration the parties involved in the generated 
invoice, since the info is already stored/working in it.

We can keep it in mind, Nicolas comment was on a mail thread IIRW.

Thanks

Gil

PS: FTTOMH == For the time, over my head ?



Le 27/07/2016 à 15:10, Jacques Le Roux a écrit :

I also agree it's better to start anew

Gil, I think you considered one of Pierre question "type of work (service?)"

Did you analyse "GEO of billing party and customer (same GEO?)" ? This can be quite hard IIRW a Nicolas's comment recently (in another Jira I 
can't remember FTTOMH; or was it on a ML directly?)


Thanks

Jacques


Le 27/07/2016 à 14:33, gil portenseigne a écrit :


Hi,

I agreethat creating a new Jira is better.

Gil

Le 27/07/2016 à 13:39, Taher Alkhateeb a écrit :

The JIRA is too old and irrelevant, I think Florian should start a new JIRA
with their efforts and the plans and the details discussed above in the
description of that JIRA.

On Wed, Jul 27, 2016 at 2:33 PM, Pierre Smits
wrote:


Hi Florian,

In 2008 I already created a JIRA issue related to this. See
https://issues.apache.org/jira/browse/OFBIZ-2040


Best regards,

Pierre Smits

ORRTIZ.COM
OFBiz based solutions & services

OFBiz Extensions Marketplace
http://oem.ofbizci.net/oci-2/

On Wed, Jul 20, 2016 at 2:37 PM, Montalbano Florian <
florian.montalb...@nereide.fr> wrote:


Hi everyone,

I discovered that I need to put a tax line on the invoice when billing
hours spent on a project.

I can create the invoice with the hours from the project component (or
scrum) but when I try to "add tax", an error message is displayed saying
that there is no productId to calculate the tax from. So I looked into

the

items tab of the invoice and it was right about that :'(  There is no
product linked to the hours.

I can add "by hand" a product "HoursSpendOnAProject" to every items of

the

invoice afterwards but it is not very user-friendly.

Is there a way to automatically link my hours to a product ? (I thought
that it would be ok from the Scrum component, since projects are linked

to

a product, but it is the same)
Or maybe I'm missing a setting somewhere ?

Have a nice day,
Thanks,

Florian Montalbano

Re: Add tax to billed hours

[Jacques Le Roux]

Le 27/07/2016 à 15:23, gil portenseigne a écrit :


PS: FTTOMH == For the time, over my head ? 

From The Top Of My Head, the other would have worked also :)

Jacques

Re: Add tax to billed hours

[gil portenseigne]

Oh, and :

https://issues.apache.org/jira/browse/OFBIZ-7138

Gil

Le 27/07/2016 à 15:23, gil portenseigne a écrit :

Hi Jacques,

Yes, the type of work is the product associated with workEffort using 
WorkEffortGoodStandard.


We did not take into consideration the parties involved in the 
generated invoice, since the info is already stored/working in it.


We can keep it in mind, Nicolas comment was on a mail thread IIRW.

Thanks

Gil

PS: FTTOMH == For the time, over my head ?



Le 27/07/2016 à 15:10, Jacques Le Roux a écrit :

I also agree it's better to start anew

Gil, I think you considered one of Pierre question "type of work 
(service?)"


Did you analyse "GEO of billing party and customer (same GEO?)" ? 
This can be quite hard IIRW a Nicolas's comment recently (in another 
Jira I can't remember FTTOMH; or was it on a ML directly?)


Thanks

Jacques


Le 27/07/2016 à 14:33, gil portenseigne a écrit :


Hi,

I agreethat creating a new Jira is better.

Gil

Le 27/07/2016 à 13:39, Taher Alkhateeb a écrit :
The JIRA is too old and irrelevant, I think Florian should start a 
new JIRA
with their efforts and the plans and the details discussed above in 
the

description of that JIRA.

On Wed, Jul 27, 2016 at 2:33 PM, Pierre Smits
wrote:


Hi Florian,

In 2008 I already created a JIRA issue related to this. See
https://issues.apache.org/jira/browse/OFBIZ-2040


Best regards,

Pierre Smits

ORRTIZ.COM
OFBiz based solutions & services

OFBiz Extensions Marketplace
http://oem.ofbizci.net/oci-2/

On Wed, Jul 20, 2016 at 2:37 PM, Montalbano Florian <
florian.montalb...@nereide.fr> wrote:


Hi everyone,

I discovered that I need to put a tax line on the invoice when 
billing

hours spent on a project.

I can create the invoice with the hours from the project 
component (or
scrum) but when I try to "add tax", an error message is displayed 
saying
that there is no productId to calculate the tax from. So I looked 
into

the
items tab of the invoice and it was right about that :'(  There 
is no

product linked to the hours.

I can add "by hand" a product "HoursSpendOnAProject" to every 
items of

the

invoice afterwards but it is not very user-friendly.

Is there a way to automatically link my hours to a product ? (I 
thought
that it would be ok from the Scrum component, since projects are 
linked

to

a product, but it is the same)
Or maybe I'm missing a setting somewhere ?

Have a nice day,
Thanks,

Florian Montalbano

Re: Add tax to billed hours

[Jacopo Cappellato]

I agree that the creation of a new ticket is a better idea because that was
probably a different thing, at least accordingly to the last comment on it
posted by Jacques, in which he stated that Pierre and him had an off list
conversation in which Pierre reported that the error was gone in 2010.

Jacopo

On Wed, Jul 27, 2016 at 2:33 PM, gil portenseigne <
gil.portensei...@nereide.fr> wrote:

> Hi,
>
> I agree that creating a new Jira is better.
> Gil
>
>

Re: Add tax to billed hours

[gil portenseigne]

Hi Jacques,

Yes, the type of work is the product associated with workEffort using 
WorkEffortGoodStandard.


We did not take into consideration the parties involved in the generated 
invoice, since the info is already stored/working in it.


We can keep it in mind, Nicolas comment was on a mail thread IIRW.

Thanks

Gil

PS: FTTOMH == For the time, over my head ?



Le 27/07/2016 à 15:10, Jacques Le Roux a écrit :

I also agree it's better to start anew

Gil, I think you considered one of Pierre question "type of work 
(service?)"


Did you analyse "GEO of billing party and customer (same GEO?)" ? This 
can be quite hard IIRW a Nicolas's comment recently (in another Jira I 
can't remember FTTOMH; or was it on a ML directly?)


Thanks

Jacques


Le 27/07/2016 à 14:33, gil portenseigne a écrit :


Hi,

I agreethat creating a new Jira is better.

Gil

Le 27/07/2016 à 13:39, Taher Alkhateeb a écrit :
The JIRA is too old and irrelevant, I think Florian should start a 
new JIRA

with their efforts and the plans and the details discussed above in the
description of that JIRA.

On Wed, Jul 27, 2016 at 2:33 PM, Pierre Smits
wrote:


Hi Florian,

In 2008 I already created a JIRA issue related to this. See
https://issues.apache.org/jira/browse/OFBIZ-2040


Best regards,

Pierre Smits

ORRTIZ.COM
OFBiz based solutions & services

OFBiz Extensions Marketplace
http://oem.ofbizci.net/oci-2/

On Wed, Jul 20, 2016 at 2:37 PM, Montalbano Florian <
florian.montalb...@nereide.fr> wrote:


Hi everyone,

I discovered that I need to put a tax line on the invoice when 
billing

hours spent on a project.

I can create the invoice with the hours from the project component 
(or
scrum) but when I try to "add tax", an error message is displayed 
saying
that there is no productId to calculate the tax from. So I looked 
into

the

items tab of the invoice and it was right about that :'(  There is no
product linked to the hours.

I can add "by hand" a product "HoursSpendOnAProject" to every 
items of

the

invoice afterwards but it is not very user-friendly.

Is there a way to automatically link my hours to a product ? (I 
thought
that it would be ok from the Scrum component, since projects are 
linked

to

a product, but it is the same)
Or maybe I'm missing a setting somewhere ?

Have a nice day,
Thanks,

Florian Montalbano

Re: Add tax to billed hours

[Jacques Le Roux]

I also agree it's better to start anew

Gil, I think you considered one of Pierre question "type of work (service?)"

Did you analyse "GEO of billing party and customer (same GEO?)" ? This can be quite hard IIRW a Nicolas's comment recently (in another Jira I can't 
remember FTTOMH; or was it on a ML directly?)


Thanks

Jacques


Le 27/07/2016 à 14:33, gil portenseigne a écrit :


Hi,

I agreethat creating a new Jira is better.

Gil

Le 27/07/2016 à 13:39, Taher Alkhateeb a écrit :

The JIRA is too old and irrelevant, I think Florian should start a new JIRA
with their efforts and the plans and the details discussed above in the
description of that JIRA.

On Wed, Jul 27, 2016 at 2:33 PM, Pierre Smits
wrote:


Hi Florian,

In 2008 I already created a JIRA issue related to this. See
https://issues.apache.org/jira/browse/OFBIZ-2040


Best regards,

Pierre Smits

ORRTIZ.COM
OFBiz based solutions & services

OFBiz Extensions Marketplace
http://oem.ofbizci.net/oci-2/

On Wed, Jul 20, 2016 at 2:37 PM, Montalbano Florian <
florian.montalb...@nereide.fr> wrote:


Hi everyone,

I discovered that I need to put a tax line on the invoice when billing
hours spent on a project.

I can create the invoice with the hours from the project component (or
scrum) but when I try to "add tax", an error message is displayed saying
that there is no productId to calculate the tax from. So I looked into

the

items tab of the invoice and it was right about that :'(  There is no
product linked to the hours.

I can add "by hand" a product "HoursSpendOnAProject" to every items of

the

invoice afterwards but it is not very user-friendly.

Is there a way to automatically link my hours to a product ? (I thought
that it would be ok from the Scrum component, since projects are linked

to

a product, but it is the same)
Or maybe I'm missing a setting somewhere ?

Have a nice day,
Thanks,

Florian Montalbano

Re: Add tax to billed hours

[gil portenseigne]

Hi,

I agreethat creating a new Jira is better.

Gil

Le 27/07/2016 à 13:39, Taher Alkhateeb a écrit :

The JIRA is too old and irrelevant, I think Florian should start a new JIRA
with their efforts and the plans and the details discussed above in the
description of that JIRA.

On Wed, Jul 27, 2016 at 2:33 PM, Pierre Smits 
wrote:


Hi Florian,

In 2008 I already created a JIRA issue related to this. See
https://issues.apache.org/jira/browse/OFBIZ-2040


Best regards,

Pierre Smits

ORRTIZ.COM 
OFBiz based solutions & services

OFBiz Extensions Marketplace
http://oem.ofbizci.net/oci-2/

On Wed, Jul 20, 2016 at 2:37 PM, Montalbano Florian <
florian.montalb...@nereide.fr> wrote:


Hi everyone,

I discovered that I need to put a tax line on the invoice when billing
hours spent on a project.

I can create the invoice with the hours from the project component (or
scrum) but when I try to "add tax", an error message is displayed saying
that there is no productId to calculate the tax from. So I looked into

the

items tab of the invoice and it was right about that :'(  There is no
product linked to the hours.

I can add "by hand" a product "HoursSpendOnAProject" to every items of

the

invoice afterwards but it is not very user-friendly.

Is there a way to automatically link my hours to a product ? (I thought
that it would be ok from the Scrum component, since projects are linked

to

a product, but it is the same)
Or maybe I'm missing a setting somewhere ?

Have a nice day,
Thanks,

Florian Montalbano

Re: Add tax to billed hours

[Taher Alkhateeb]

The JIRA is too old and irrelevant, I think Florian should start a new JIRA
with their efforts and the plans and the details discussed above in the
description of that JIRA.

On Wed, Jul 27, 2016 at 2:33 PM, Pierre Smits 
wrote:

> Hi Florian,
>
> In 2008 I already created a JIRA issue related to this. See
> https://issues.apache.org/jira/browse/OFBIZ-2040
>
>
> Best regards,
>
> Pierre Smits
>
> ORRTIZ.COM 
> OFBiz based solutions & services
>
> OFBiz Extensions Marketplace
> http://oem.ofbizci.net/oci-2/
>
> On Wed, Jul 20, 2016 at 2:37 PM, Montalbano Florian <
> florian.montalb...@nereide.fr> wrote:
>
> > Hi everyone,
> >
> > I discovered that I need to put a tax line on the invoice when billing
> > hours spent on a project.
> >
> > I can create the invoice with the hours from the project component (or
> > scrum) but when I try to "add tax", an error message is displayed saying
> > that there is no productId to calculate the tax from. So I looked into
> the
> > items tab of the invoice and it was right about that :'(  There is no
> > product linked to the hours.
> >
> > I can add "by hand" a product "HoursSpendOnAProject" to every items of
> the
> > invoice afterwards but it is not very user-friendly.
> >
> > Is there a way to automatically link my hours to a product ? (I thought
> > that it would be ok from the Scrum component, since projects are linked
> to
> > a product, but it is the same)
> > Or maybe I'm missing a setting somewhere ?
> >
> > Have a nice day,
> > Thanks,
> >
> > Florian Montalbano
> >
> >
> >
>

Re: Add tax to billed hours

[Pierre Smits]

Hi Florian,

In 2008 I already created a JIRA issue related to this. See
https://issues.apache.org/jira/browse/OFBIZ-2040


Best regards,

Pierre Smits

ORRTIZ.COM 
OFBiz based solutions & services

OFBiz Extensions Marketplace
http://oem.ofbizci.net/oci-2/

On Wed, Jul 20, 2016 at 2:37 PM, Montalbano Florian <
florian.montalb...@nereide.fr> wrote:

> Hi everyone,
>
> I discovered that I need to put a tax line on the invoice when billing
> hours spent on a project.
>
> I can create the invoice with the hours from the project component (or
> scrum) but when I try to "add tax", an error message is displayed saying
> that there is no productId to calculate the tax from. So I looked into the
> items tab of the invoice and it was right about that :'(  There is no
> product linked to the hours.
>
> I can add "by hand" a product "HoursSpendOnAProject" to every items of the
> invoice afterwards but it is not very user-friendly.
>
> Is there a way to automatically link my hours to a product ? (I thought
> that it would be ok from the Scrum component, since projects are linked to
> a product, but it is the same)
> Or maybe I'm missing a setting somewhere ?
>
> Have a nice day,
> Thanks,
>
> Florian Montalbano
>
>
>

Re: Add tax to billed hours

[gil portenseigne]

Hi Taher,

Thanks for your advice and indeed this has been think through, to be a 
global improvement in invoice creation, based on time entries billing.
This would apply for both (project and Scrum), and this could be the 
good way to refactor both invoice creation process (two different 
services that are not so far from each other).
We only are within the conception step, and wanted to share our thought 
about it.


And we might need to move this thread to dev list ?

Best Regards,

Gil

On 26/07/2016 12:46, Taher Alkhateeb wrote:

Hi Florian,

Thank you for taking the time to think about this. Have you considered
unifying the solutions by making the links and all the business logic
between the WorkEffort and Product? Then maybe just build the whole
solution for any upper components (project, scrum, etc ..) around that, and
fetch the logic for invoicing based on the workeffort type or any
attributes / parameters related to that?

Regards,

Taher Alkhateeb

On Tue, Jul 26, 2016 at 1:24 PM, Montalbano Florian <
florian.montalb...@nereide.fr> wrote:


Thank you for your answer.

I understand what you mean for the link between Scrum and invoicing. It's
just that I saw the functionality allowing to create an invoice from Scrum
hours in the Scrum component, I didn't think about the fundamental use of
the Scrum.

I talked over this subject with Gil and we came up with the following
proposition :

We took into account that taxes are a very complicated matter since it can
be different from a country to another.

As you said, we have TimeEntry that are linked to a WorkEffort. From the
WorkEffort, we have a relation to the WorkEffortGoodStandard and then to
Product (and thus ProductCategory).

What does this Product stand for a WorkEffort such as a task ? Well, a
task in a project may be of different type. For example :

- A programming task

- A cleaning task

- Preparing a drink party

- Checking the electrical installation

And each of these type might have a specific tax associated. That's why
you should be able to chose the good product representing the task. Of
course, for the Scrum component, it is easier since it is more
computer-science-oriented.

So when we create a task, we can have an optional lookup for selecting a
Product (on which taxes are customizable,the lookup is optional so it won't
hinder the creation of a task and disturb what is already used). When the
task is created, an entry is created in the WorkEffortGoodStandard.
At the moment the invoice is created, we can retrieve this Product by
querying the table WorkEffortGoodStandard for each TimeEntry to bill. The
taxes can be customized by creating specific Product and ProductCategory
(that way, each country tax laws may be respected).

This link to a product is enabled for the Scrum Default Task but the
ProductId is not retrieved when the invoice is created.
With a Product associated to the WorkEffort, we can add this information
(ProductId) when creating an InvoiceItem from the TimeEntry. And with an
associated product, we can add taxes.

Possible improvement :
We could define a link with a Product from either Task/Phase/Project (for
the Project Component) and a Task/BacklogItem/Sprint/Project (for the Scrum
Component).
The ProductId associated with the InvoiceItem will be the more specific
WorkEffort. We can check that by starting from a Task and checking
recursively the parent WorkEffort until one has an entry in
WorkEffortGoodStandard.

I think this is not the clearest "improvement proposal" so feel free to
comment, ask questions or react about this.

Have a nice day,
Thanks

Florian


Le 23/07/2016 à 22:57, Jacques Le Roux a écrit :


Hi Florian,

Conceptually I don't see why the Scrum component should be related to
accounting. After all Scrum is only an organisational method. So it seems a
bit stretched to invoice from Scrum.

But this is minor, because on the other hand a project seems legitimate
to be linked to an invoice.

A project is basically a WorkEffort and I think you should look into this
direction, like WorkEffortBilling and TimeEntry...

This of course does not mean that you will find something ready OOTB

HTH

Jacques


Le 20/07/2016 à 14:37, Montalbano Florian a écrit :


Hi everyone,

I discovered that I need to put a tax line on the invoice when billing
hours spent on a project.

I can create the invoice with the hours from the project component (or
scrum) but when I try to "add tax", an error message is displayed saying
that there is no productId to calculate the tax from. So I looked into the
items tab of the invoice and it was right about that :'(  There is no
product linked to the hours.

I can add "by hand" a product "HoursSpendOnAProject" to every items of
the invoice afterwards but it is not very user-friendly.

Is there a way to automatically link my hours to a product ? (I thought
that it would be ok from the Scrum component, since projects are linked to
a product, but it is the same)
Or maybe I'm missing a 

Re: Add tax to billed hours

[Taher Alkhateeb]

Hi Florian,

Thank you for taking the time to think about this. Have you considered
unifying the solutions by making the links and all the business logic
between the WorkEffort and Product? Then maybe just build the whole
solution for any upper components (project, scrum, etc ..) around that, and
fetch the logic for invoicing based on the workeffort type or any
attributes / parameters related to that?

Regards,

Taher Alkhateeb

On Tue, Jul 26, 2016 at 1:24 PM, Montalbano Florian <
florian.montalb...@nereide.fr> wrote:

> Thank you for your answer.
>
> I understand what you mean for the link between Scrum and invoicing. It's
> just that I saw the functionality allowing to create an invoice from Scrum
> hours in the Scrum component, I didn't think about the fundamental use of
> the Scrum.
>
> I talked over this subject with Gil and we came up with the following
> proposition :
>
> We took into account that taxes are a very complicated matter since it can
> be different from a country to another.
>
> As you said, we have TimeEntry that are linked to a WorkEffort. From the
> WorkEffort, we have a relation to the WorkEffortGoodStandard and then to
> Product (and thus ProductCategory).
>
> What does this Product stand for a WorkEffort such as a task ? Well, a
> task in a project may be of different type. For example :
>
> - A programming task
>
> - A cleaning task
>
> - Preparing a drink party
>
> - Checking the electrical installation
>
> And each of these type might have a specific tax associated. That's why
> you should be able to chose the good product representing the task. Of
> course, for the Scrum component, it is easier since it is more
> computer-science-oriented.
>
> So when we create a task, we can have an optional lookup for selecting a
> Product (on which taxes are customizable,the lookup is optional so it won't
> hinder the creation of a task and disturb what is already used). When the
> task is created, an entry is created in the WorkEffortGoodStandard.
> At the moment the invoice is created, we can retrieve this Product by
> querying the table WorkEffortGoodStandard for each TimeEntry to bill. The
> taxes can be customized by creating specific Product and ProductCategory
> (that way, each country tax laws may be respected).
>
> This link to a product is enabled for the Scrum Default Task but the
> ProductId is not retrieved when the invoice is created.
> With a Product associated to the WorkEffort, we can add this information
> (ProductId) when creating an InvoiceItem from the TimeEntry. And with an
> associated product, we can add taxes.
>
> Possible improvement :
> We could define a link with a Product from either Task/Phase/Project (for
> the Project Component) and a Task/BacklogItem/Sprint/Project (for the Scrum
> Component).
> The ProductId associated with the InvoiceItem will be the more specific
> WorkEffort. We can check that by starting from a Task and checking
> recursively the parent WorkEffort until one has an entry in
> WorkEffortGoodStandard.
>
> I think this is not the clearest "improvement proposal" so feel free to
> comment, ask questions or react about this.
>
> Have a nice day,
> Thanks
>
> Florian
>
>
> Le 23/07/2016 à 22:57, Jacques Le Roux a écrit :
>
>> Hi Florian,
>>
>> Conceptually I don't see why the Scrum component should be related to
>> accounting. After all Scrum is only an organisational method. So it seems a
>> bit stretched to invoice from Scrum.
>>
>> But this is minor, because on the other hand a project seems legitimate
>> to be linked to an invoice.
>>
>> A project is basically a WorkEffort and I think you should look into this
>> direction, like WorkEffortBilling and TimeEntry...
>>
>> This of course does not mean that you will find something ready OOTB
>>
>> HTH
>>
>> Jacques
>>
>>
>> Le 20/07/2016 à 14:37, Montalbano Florian a écrit :
>>
>>> Hi everyone,
>>>
>>> I discovered that I need to put a tax line on the invoice when billing
>>> hours spent on a project.
>>>
>>> I can create the invoice with the hours from the project component (or
>>> scrum) but when I try to "add tax", an error message is displayed saying
>>> that there is no productId to calculate the tax from. So I looked into the
>>> items tab of the invoice and it was right about that :'(  There is no
>>> product linked to the hours.
>>>
>>> I can add "by hand" a product "HoursSpendOnAProject" to every items of
>>> the invoice afterwards but it is not very user-friendly.
>>>
>>> Is there a way to automatically link my hours to a product ? (I thought
>>> that it would be ok from the Scrum component, since projects are linked to
>>> a product, but it is the same)
>>> Or maybe I'm missing a setting somewhere ?
>>>
>>> Have a nice day,
>>> Thanks,
>>>
>>> Florian Montalbano
>>>
>>>
>>>
>>>
>>
>

Re: Add tax to billed hours

[Montalbano Florian]

Thank you for your answer.

I understand what you mean for the link between Scrum and invoicing. 
It's just that I saw the functionality allowing to create an invoice 
from Scrum hours in the Scrum component, I didn't think about the 
fundamental use of the Scrum.


I talked over this subject with Gil and we came up with the following 
proposition :


We took into account that taxes are a very complicated matter since it 
can be different from a country to another.


As you said, we have TimeEntry that are linked to a WorkEffort. From the 
WorkEffort, we have a relation to the WorkEffortGoodStandard and then to 
Product (and thus ProductCategory).


What does this Product stand for a WorkEffort such as a task ? Well, a 
task in a project may be of different type. For example :


- A programming task

- A cleaning task

- Preparing a drink party

- Checking the electrical installation

And each of these type might have a specific tax associated. That's why 
you should be able to chose the good product representing the task. Of 
course, for the Scrum component, it is easier since it is more 
computer-science-oriented.


So when we create a task, we can have an optional lookup for selecting a 
Product (on which taxes are customizable,the lookup is optional so it 
won't hinder the creation of a task and disturb what is already used). 
When the task is created, an entry is created in the WorkEffortGoodStandard.
At the moment the invoice is created, we can retrieve this Product by 
querying the table WorkEffortGoodStandard for each TimeEntry to bill. 
The taxes can be customized by creating specific Product and 
ProductCategory (that way, each country tax laws may be respected).


This link to a product is enabled for the Scrum Default Task but the 
ProductId is not retrieved when the invoice is created.
With a Product associated to the WorkEffort, we can add this information 
(ProductId) when creating an InvoiceItem from the TimeEntry. And with an 
associated product, we can add taxes.


Possible improvement :
We could define a link with a Product from either Task/Phase/Project 
(for the Project Component) and a Task/BacklogItem/Sprint/Project (for 
the Scrum Component).
The ProductId associated with the InvoiceItem will be the more specific 
WorkEffort. We can check that by starting from a Task and checking 
recursively the parent WorkEffort until one has an entry in 
WorkEffortGoodStandard.


I think this is not the clearest "improvement proposal" so feel free to 
comment, ask questions or react about this.


Have a nice day,
Thanks

Florian

Le 23/07/2016 à 22:57, Jacques Le Roux a écrit :

Hi Florian,

Conceptually I don't see why the Scrum component should be related to 
accounting. After all Scrum is only an organisational method. So it 
seems a bit stretched to invoice from Scrum.


But this is minor, because on the other hand a project seems 
legitimate to be linked to an invoice.


A project is basically a WorkEffort and I think you should look into 
this direction, like WorkEffortBilling and TimeEntry...


This of course does not mean that you will find something ready OOTB

HTH

Jacques


Le 20/07/2016 à 14:37, Montalbano Florian a écrit :

Hi everyone,

I discovered that I need to put a tax line on the invoice when 
billing hours spent on a project.


I can create the invoice with the hours from the project component 
(or scrum) but when I try to "add tax", an error message is displayed 
saying that there is no productId to calculate the tax from. So I 
looked into the items tab of the invoice and it was right about that 
:'(  There is no product linked to the hours.


I can add "by hand" a product "HoursSpendOnAProject" to every items 
of the invoice afterwards but it is not very user-friendly.


Is there a way to automatically link my hours to a product ? (I 
thought that it would be ok from the Scrum component, since projects 
are linked to a product, but it is the same)

Or maybe I'm missing a setting somewhere ?

Have a nice day,
Thanks,

Florian Montalbano

Re: Add tax to billed hours

[Jacques Le Roux]

Hi Florian,

Conceptually I don't see why the Scrum component should be related to accounting. After all Scrum is only an organisational method. So it seems a bit 
stretched to invoice from Scrum.


But this is minor, because on the other hand a project seems legitimate to be 
linked to an invoice.

A project is basically a WorkEffort and I think you should look into this 
direction, like WorkEffortBilling and TimeEntry...

This of course does not mean that you will find something ready OOTB

HTH

Jacques


Le 20/07/2016 à 14:37, Montalbano Florian a écrit :

Hi everyone,

I discovered that I need to put a tax line on the invoice when billing hours 
spent on a project.

I can create the invoice with the hours from the project component (or scrum) but when I try to "add tax", an error message is displayed saying that 
there is no productId to calculate the tax from. So I looked into the items tab of the invoice and it was right about that :'(  There is no product 
linked to the hours.


I can add "by hand" a product "HoursSpendOnAProject" to every items of the 
invoice afterwards but it is not very user-friendly.

Is there a way to automatically link my hours to a product ? (I thought that it would be ok from the Scrum component, since projects are linked to a 
product, but it is the same)

Or maybe I'm missing a setting somewhere ?

Have a nice day,
Thanks,

Florian Montalbano

Add tax to billed hours

[Montalbano Florian]

Hi everyone,

I discovered that I need to put a tax line on the invoice when billing 
hours spent on a project.


I can create the invoice with the hours from the project component (or 
scrum) but when I try to "add tax", an error message is displayed saying 
that there is no productId to calculate the tax from. So I looked into 
the items tab of the invoice and it was right about that :'(  There is 
no product linked to the hours.


I can add "by hand" a product "HoursSpendOnAProject" to every items of 
the invoice afterwards but it is not very user-friendly.


Is there a way to automatically link my hours to a product ? (I thought 
that it would be ok from the Scrum component, since projects are linked 
to a product, but it is the same)

Or maybe I'm missing a setting somewhere ?

Have a nice day,
Thanks,

Florian Montalbano