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Re: "Time and material" or "cost plus" invoicing

by
Ermin Trevisan
- 09/06/2016 10:57:23

What I have found out so far for a customer of mine is:

Use case 1: Fixed-price project:

I did follow this document: https://www.odoo.com/documentation/user/9.0/sales/invoicing/services/milestones.html

Use case 2: Project on time and material:

The same approach as for use case 1, but the same service products should be defined as "create tasks and track on timesheet" instead of "Manually"

Use case 3: invoice services based on a running contract (standing order)

Define a service product and define "timesheets on contract". Create a sale order with this service product and invoice it as long as the contract is valid. In this case a analytical account for the sales order (not the sales order line which would be the equivalent to the task in projects) is created and therefore you can only define one service product for timesheet tracking.


On 06.09.2016 15:47, Eron Lloyd wrote:
Thanks for your help; we've been experimenting with that and will take a closer look. So projects can be treated as the "contract" and tasks are the services...  and possibly even having multiple sales orders reference the same product?

I was reminded of another document describing upcoming changes in Odoo 10 from the recent strategy meeting:
  • Timesheets will be managable from project and task (model project_timesheet will be dropped)
  • Grid view for the timesheets (project, only Enterprise Edition)
That seems to reinforce your recommendation. I guess I will continue on that path and report back if it would be beneficial.

Regards,

Eron


On Tue, Sep 6, 2016 at 7:32 AM, Ermin Trevisan <trevi@twanda.com> wrote:



Our company is trying to implement invoicing and timesheets based on time and material billing, but running into a number of complications in getting it to work. We're invested heavily in Odoo at this point for other functionality, but this particular item is not working and the documentation on it is alarmingly empty!

Primarily, we are finding it impossible to attach timesheets to multiple types of services on the same invoice. We figured we could enter time based on sales orders and the type of service rendered for that period and customer, but it appears only one analytical account can be used per invoice?
If you want to manage multiple services in one sales order, you have to set your service products to "create tasks and track hours" mode. This way, Odoo automatically creates tasks from the sales order lines and a covering project. You are able to modify the settings in the projects and tasks after creation, but you can also set up a project and task before and assign them accordingly. Check this link from the documentation: https://www.odoo.com/documentation/user/9.0/project/advanced/so_to_task.html

From what I understand, there used to be a Contracts module that allowed for this to operate as expected, but that's disappeared and a number of people have expressed dismay since. Is this gone for good, are there specific reasons why, and what's the plan for V. 10?
You can easily use sales orders (as standing orders) and/or projects in relation with analytical accounts in order to replace the former contracts (with or without prepayments). See https://www.odoo.com/documentation/user/9.0/sales/invoicing/services/support.html and this might also help: https://www.odoo.com/forum/help-1/question/record-activities-time-against-project-tasks-in-odoo-9-timesheets-92869

-- 
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