|
Luther et all, I have finally decided that OA will not really work well for a
contractor based business and am converting to a competitive product. BCM has
similar problems. to may way of hinking the Opportunity should be used during
the prospecting stage of a sale and then the information gathered from that
process converted to a project after the contract is signed. From there there
should be billable tasks that can be added to the project and invoicing done
with those tasks as the line items in the invoice. If MS was really on the
ball that invoice would be integrated into OA. However, as I said before OA
is a mangled mess and going that far is way more than we'll get at least in
the near future. Jim
"Luther" wrote:
contractor based business and am converting to a competitive product. BCM has
similar problems. to may way of hinking the Opportunity should be used during
the prospecting stage of a sale and then the information gathered from that
process converted to a project after the contract is signed. From there there
should be billable tasks that can be added to the project and invoicing done
with those tasks as the line items in the invoice. If MS was really on the
ball that invoice would be integrated into OA. However, as I said before OA
is a mangled mess and going that far is way more than we'll get at least in
the near future. Jim
"Luther" wrote:
> On May 9, 7:58 pm, "Brett W. Curtis" <BrettCur...@Live.com> wrote:
> Sounds like a desirable feature: convert a project into an
> opportunity, with each project task as an opportunity product, then
> invoice the opportunity.
>
> The reason it doesn't work that way may be that each discrete task may
> be assigned to a different job, and that information would be lost if
> they were all rolled up into one invoice, then there wouldn't be a way
> to recompense the contractors assigned each job for their tasks.
>
> > Anyone?
> >
> > "Brett" <Br...@discussions.microsoft.com> wrote in message
> >
> > news:B23E5051-4A41-4F1C-A953-ECD614C23C67@microsoft.com...
> >
> >
> >
> > - Show quoted text -
> > >
> > "Brett" <Br...@discussions.microsoft.com> wrote in message
> >
> > news:B23E5051-4A41-4F1C-A953-ECD614C23C67@microsoft.com...
> >
> >
> >
> > > Hello,
> > > I use BCM and accounting 2008 for a new business I am strating. I use BCM
> > > projects and BCM project task to organize jobs. I do not use jobs in
> > > Accounting 08.
> >> > > I use BCM and accounting 2008 for a new business I am strating. I use BCM
> > > projects and BCM project task to organize jobs. I do not use jobs in
> > > Accounting 08.
> > > I create a project with several billable tasks, I seem to only have an
> > > option to create an invoice from each project task! I would like to send
> > > out
> > > an invoice for the entire project not a seprate invoice for each project
> > > task. Am I missing something???- Hide quoted text -
> >> > > option to create an invoice from each project task! I would like to send
> > > out
> > > an invoice for the entire project not a seprate invoice for each project
> > > task. Am I missing something???- Hide quoted text -
> > - Show quoted text -
> Sounds like a desirable feature: convert a project into an
> opportunity, with each project task as an opportunity product, then
> invoice the opportunity.
>
> The reason it doesn't work that way may be that each discrete task may
> be assigned to a different job, and that information would be lost if
> they were all rolled up into one invoice, then there wouldn't be a way
> to recompense the contractors assigned each job for their tasks.
>
| 07 May | BCM & Accounting 2008 project tasks ?? | .Brett |
| 09 May |  Re: BCM & Accounting 2008 project tasks ?? | .Brett W. Curtis |
| 12 May |  Re: BCM & Accounting 2008 project tasks ?? | .Luther |
| 04 Jul | Re: BCM & Accounting 2008 project tasks ?? | .themurf |
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