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| vaggelis... |
 Posted: Sun Oct 18, 2009 11:30 pm |
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Guest
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In the navigation tab, i have the ESTIMATE, INVOICE and PROJECT tab.
For each project there can be many estimates and for every estimate i
can make an invoice . What i want to do, is make the status of every
project change to "active" when i create the FIRST estimate and when i
create the invoice the status of the project to change to
"completed"!
Can anybody help me with that!??
thanks in advance guys!! |
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| Your Name... |
| Posted: Tue Oct 20, 2009 5:15 am |
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Guest
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"vaggelis" <pantidos at (no spam) gmail.com> wrote in message
news:75a571c9-6e5a-4311-b29a-677be96bccc9 at (no spam) v25g2000yqk.googlegroups.com...
Quote: In the navigation tab, i have the ESTIMATE, INVOICE and PROJECT tab.
For each project there can be many estimates and for every estimate i
can make an invoice . What i want to do, is make the status of every
project change to "active" when i create the FIRST estimate and when i
create the invoice the status of the project to change to
"completed"!
Can anybody help me with that!??
thanks in advance guys!!
That would depend on how all these things are linked together and how
invoices and estimates are created.
The simplest option would probably be two buttons on the Project Layout -
one to create an Estimate and another to create an Invoice. These buttons
could run Scripts which set the status appropriately and then create the
appropriate Invoice or Estimate record.
Helpfull Harry  ) |
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| 105... |
| Posted: Thu Oct 22, 2009 3:45 am |
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Guest
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vaggelis wrote:
Quote: In the navigation tab, i have the ESTIMATE, INVOICE and PROJECT tab.
For each project there can be many estimates and for every estimate i
can make an invoice . What i want to do, is make the status of every
project change to "active" when i create the FIRST estimate and when i
create the invoice the status of the project to change to
"completed"!
Can anybody help me with that!??
thanks in advance guys!!
If you create an estimate from the project layout, script the project
status as part of the create new estimate
If from the estimate layout, depending on how you assign the project to
the estimate:
- if from apop window select project portal, integrate the set related
project status into the select/add project_id scripting
- if using a pop menu/value list on the project field on the estimate
layout, use a script trigger onexit to run a script to set the related
project status (assuming you are using FM10)
When you create an invoice from the estimate, add a sequence into the
create new invoice script.
I would think the project status changes when the invoice is paid,
rather than when the invoice is created.
If multiple concurrent unpaid invoices are possible, then the project
status should change when the count of unpaid invoices = 0 |
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