What happens when a sales order, including a product with the following configuration, is validated ?
0
What happens when a sales order, including a product with the following configuration, is validated ?
1 Answer
0
Best Answer
Answer:
A task is created in a new project, and I can invoice the timesheeted (delivered) quantity.
Explanation:
Configure the Service Product
1. Sales ➝ Products ➝ Products ➝ Create/Edit
2. Set Type: ServiceSales Tab:
Invoicing Policy: Based on Timesheets
Service Tracking: Create a Task in a New Project
Create a Sales Order
1. Sales ➝ Quotations ➝ New
2. Select Customer & Add Service Product
3. Confirm to generate Sales Order
Verify Task Creation
1. Projects ➝ All Projects ➝ Open New Project
2. Task is auto-linked to Sales Order
Log Timesheets
1. Open Task ➝ Timesheets Tab ➝ Add & Save Entry
Generate Invoice
1. Sales ➝ Sales Orders ➝ Open Order ➝ Create Invoice
2. Invoice includes only logged timesheet hours
Review Invoice
1. Invoicing ➝ Customer Invoices ➝ Validate Invoice