Hallo,
again i am searching to the chance, to use erpnext in the future. Much time spent, but small issues make it extremly difficult to use. Because of that, i think it is the best, to make small steps.
Issue 1 - fetching Data
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I have a quotation - filled in, who is the customer. Made the items list. fine.
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i made a sales order from that quotation.
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i made a project of this sales-order. Inside the project, i checked, who is the customer.
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inside the tasks, i checked -
issue: i have manually to fill in, who is the customer. -
i made a timesheet, logged with avtivity-types, time and so on. I checked, the customer is inside. ok …
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i start to make a sales-invoice out of this timesheet.
issue: it opens a poup-window and asked me, who is the customer. Hey, the system knows this!
issue2: this popup-window asked me, which activity-type …???
if i have different tasks, inside the tasks different activity-types - with different amounts … i cannot see, that this makes sense.
What ist the idea, to have this function, this popup - all facts are inside the quotation, sales-order, project, task and timesheet. Why this popup window?
Thanks a lot