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Re: [15042] Reasoning on the hr_timesheet_invoice module

Re: [15042] Reasoning on the hr_timesheet_invoice module

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Re: [15042] Reasoning on the hr_timesheet_invoice module

by
Twanda AG, Ermin Trevisan
- 16/02/2017 15:28:25

@Pedro & Frederik

Thanks for your reply.

The use case is: I have a project for a customer based on time and material. As a project manager I see in the timesheets that an employee made mistakes and that certain activities took too long and I therefore can't fully invoice these activities to the customer without getting into troubles or loosing face. Nevertheless these activities were done and the cost arised as reported in the timesheets by the employee and therefore should be reflected in the analytical account.

If I understand it correctly, the old module hr_timesheet_invoice did allow to change the Price (by applying a discount) of the underlying product "on the fly" in the timesheet entries for such use cases. Applying a discount of 100% would then result in the old feature "not invoiceable".

A true nice to have would be the following: instead of reducing the published price in the invoice document, the published quantity should be reduced accordingly (because the price is fixed in the customer project/contract and I do not want to show my "incompetency/inefficiency" to my customer.

Best, trevi


On 16.02.2017 15:08, Pedro M. Baeza (Tecnativa) wrote:
<blockquote cite="mid:CACSANCDQ0Gcwk=qqJHTVEcgw7PZNVQsVgQkFH_Gudg0On_5FHw@mail.gmail.com" type="cite">
Hi, Ermin,

Yeah, you're totally right. Modifying that flag will impact other areas, so the invoiceable factor is absolutely needed for your use case. About the price, it has 2 components:

- The cost one, which is the one you are seeing, it's the cost associated to the employee. You don't have to touch this value.
- The sale one, which is determined by the service product you sell in the sales order.

If you want to apply different prices for each invoiceable line, then you need to make another customization.

Regards.

2017-02-16 14:53 GMT+01:00 Ermin Trevisan <trevi@twanda.com>:
Hi Pedro


>
> In core now you have the possiblity to invoice timesheets, configuring
> a product for that goal, and doing it from the sales order. A flag
> "is_timesheet" is provided at analytic line level for filtering what
> you want to invoice.
>
Maybe I did not fully understand how you meant this to happen. When I
open the analytical account cost/revenue from the sale order, I can see
and filter "is_timesheet". Then I would like to manipulate certain entries:
- I can not manipulate the price, because it is 0 and determined
somewhere else
- I can manipulate the quantity (means hours), but in that case the
corresponding timesheet activities will also be changed accordingly,
which is not allowed and which has of course no impact on the cost
contribution in the analytical account.

What must be possible is:
- specify if some timesheet activities shall be invoiced or not. If I
decide to not or partly invoice them to the customer, it should not have
an impact on the activities reported in the timesheets, these must
remain untouched as there cost effects should be remain on the
analytical account. Furtheron, such activities should also not remain as
still to be invoiced for future invoice creations.

I hope I could make it clear...

-- 
twanda AG
Ermin Trevisan
Artherstrasse 19
CH-6318 Walchwil 
T    +41 41 758 1515
M    +41 79 208 7373
E    trevi@twanda.com 
www.twanda.ch
www.twanda.ch/page/restaurant

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-- 
twanda AG
Ermin Trevisan
Artherstrasse 19
CH-6318 Walchwil 
T    +41 41 758 1515
M    +41 79 208 7373
E    trevi@twanda.com 
www.twanda.ch
www.twanda.ch/page/restaurant

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