I would like to know if all the documents relating to the sale of a service chain as LEAD / OPPORTUNITY / QUOTATION / SALE-ORDER / CONTRACT/ PROJECT/ ... /INVOICE can be linked with the same customizable account code.
This code should be created in the first step and visible in all the pages of the documents. Is it possible ? Thanks anyway.
Currently there is one way to do so from Quotation down to the Invoice, i.e. Account Analytic. You can define which Account Analytic (which is labelled Project) a Quotation/Sale Order belongs to. At the Invoice, you link it at the line item level. Project itself inherits from Account Analytic.
I'm not sure whether there is any module that adds Account Analytic to Lead/Opportunity, but I don't think it would be that difficult to add.
Thank you very much Ivan,
I'm not sure to understand your solution because not pratical of amministrative management.
The Account-Analytic is a property of the Project ? I no find it in the Project, instead i see it in the item of the invoice.
Can you help me for this problem ?
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|Asked: 1/30/15, 6:06 AM|
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|Last updated: 3/16/15, 8:10 AM|