Comment 2 for bug 821261
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| Kevin McMenamin (kevin-mcmenamin) wrote | #2 |
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f33e652
(Get the code!)
Amit
Firstly you make a good point about that task not being automatically linked to the project - in my view this is a gap as it requires an additional manual step for the user to do the linking - really if the SO has an analytic account that is a project, that project should be updated to the task when it is created.
Now to the bug...
You can actually create invoices from multiple sources - from a SO, from time (either linked to a task or to a project) or standalone (within the accounting area). So a SO is only one way.
For service lines created by a SO a task is created. When time is allocated against that task there is the ability to invoice for that time (e.g. see projects | invoicing | invoicing tasks work (the same function appears in multiple menus).
Have attached video to help explain.
Thanks
Kevin