Sales Order

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Introduction

Find a way to get visibility of work done by partners and how to charge customers…

Work done by partners

  1. A partner will record all of their chargeable time as Billable. Chargeable time is defined as work they expect to be paid for.

  2. The Time Analysis by User / Ticket (last 3 months) report (TimeAnalysisByUserTicketReport) will display Chargeable time (in minutes) for each partner.

  3. The time on this report should be reconciled to the partner’s monthly invoice (03/12/2020, email from Paul: Yes that report was what I needed, so I was able to confirm my times).

How to charge customers

Every ticket with chargeable time should have a sales order. The sales order will control the customer invoicing.

  1. To identify tickets with chargeable time, but no sales order, run the Tickets with Chargeable Time but No Sales Order report (TicketChargeableTimeNoSalesOrder). (This report only checks chargeable time recorded since 01/02/2022).

  2. Make sure all the tickets listed by Tickets with Chargeable Time but No Sales Order report are included on a sales order.

Warning

Why do we need the Funded Tickets with No Sales Order report?

Definitions

funded

The funded field on the Ticket model uses the Funded model to determine how the ticket will be funded e.g. Free of Charge or Sales Order

sales_order

A SalesOrder is linked to a Ticket using the SalesOrderTicket model.

Methods

  1. check_tickets Tickets with chargeable time, but no sales order.

  2. needs_sales_order (Ticket) Is this a funded ticket? Should it have a sales order?

  3. tickets_without_sales_order (SalesOrderTicket) Tickets with chargeable time, but no sales order.