Hi all, I hope you can help. I have started using Navision at a new firm and have discovered a horribly clunky hack is in place when producing invoices, I am convinced there must be an actual solution in Navision, and I would like to find it :) I think the easiest way is to talk through an example if that's ok!
Take the following project. We have two categories of tasks with a list of indented tasks, and the project view looks like this.
Staff have recorded time to each of these project codes, giving the following numbers:
1.1
| Code | Item | Hours | |
| 1000 | Meetings and Planning | 23.00 | |
| 1100 | Meetings | 5.00 | |
| 1200 | Planning | 12.00 | |
| 1300 | Comms | 6.00 | |
| Total | 23.00 | ||
| 2000 | Build & Test | 70.50 | |
| 2100 | Build infrastructure | 23.00 | |
| 2200 | Test connections | 43.50 | |
| 2300 | Finalise build | 4.00 | |
| Total | 70.50 |
Currently, when we produce an invoice based on open hours, the system produces a long list of the time entries staff make, with their comments for each task. Thee total for each group is not shown, just individual tasks, time bookings and codes booked to:
1.2
| Item | Hours | ||
| 1000 | Meeting & Planning | ||
| 1300 | Phone call to Terry on Friday | 2.25 | |
| 1300 | Call to supplier | 1.50 | |
| 1100 | Meeting with client on site | 4.65 | |
| 1200 | Plannign with supplier | 3.20 | |
| 1100 | Meeting with client on site | 1.20 | |
| 1100 | Meeting at build location | 4.65 | |
| 1200 | Planning Meeting with management | 3.20 | |
| 1100 | Meeting with Sam | 4.65 | |
| 1200 | Planning Session with client suppliers | 3.20 | |
| 1100 | Meeting | 1.20 | |
| ….etc etc! |
The client does not need this detail! They just want this. I know it must be possible, because in the project view, we have summarised totals. In short, how are invoice layouts controlled so that we could 'turn off' listing all the bookings, and only show the summary headings with the total hours record to that item? I want this to be generated:
1.3
| Code | Item | Hours | |
| 1000 | Meetings and Planning | 23.00 | |
| 2000 | Build & Test | 70.50 | |
| Total | 93.50 |
Right now, staff generate 1.2, and then add up all the hours.
They then add a load of new rows to the bottom with the headings the client wants to see. all recorded to one generic time code.
They manually check (!!!) the hours listed here are equal to the recordings above, so the bookings cancel each other out...then they hide all the rows above.
It CANNOT be the way to do this? :)