Hi,
We would like to know is ERPNext possible to use like below scenario
Is for small scale company
Providing Plumber works. The required process is as:
Raise quotation to customer
Raise the invoice upon customer approved (Duplicating the quote as a new INV)
Start work as a project (it can be for 3-7 days work)
Assign workers (Need workers attendance on end of the month)
Later review the project with values of Total mandays, Whoever worked on that project, which day which worker attended, what is the Tea-Break expenses etc…
Is for small scale company
Providing Plumber works.The required process is as:
Raise quotation to customer
Raise the invoice upon customer approved (Duplicating the quote as a new INV)
Convert Quote into Sales Order and then into Sales Invoice.
Start work as a project (it can be for 3-7 days work)
Assign workers (Need workers attendance on end of the month)
Create Task against Project and assigned to your Employee. Employees will create Timesheet against Task allocated to them, so that you can get actual hours spent.
Later review the project with values of Total mandays, Whoever worked on that project, which day which worker attended, what is the Tea-Break expenses etc…
Based on the Timesheet submitted by an Employee, you can do above analysis.
Ideally, create 16 timesheet. Though sounds too much, it will be created over period of 4 days, by 4 people, so that’s just fine. You will get consolidated data in the report.
For your suggestion, you can insert a Custom Link field of Employee in the Timesheet table and create a single Timesheet for all the Employees.
Hi. Tried to customize the form TIMESHEET > hidden the ‘Employee Details’ section
TIMESHEET DETAILS > added employee name.
timesheet form submitted.
The timesheet is listed under timesheets listing. Can see the employee name.
but, if we go to the EMPLOYEE options, the timesheet is not reflecting there.
We customized the form ‘Timesheet’ > Hidden Employee details section.
We customized the form ‘TimeSheet Details’ > Added EMPLOYEE column
But when we submitted, the EMPLOYEE details is not reflecting correctly on the daily summary