Progress Billing

Hi,

I came across a common business situation for construction companies, 
Does ERPNext handle this case or should we go for customizing some forms? 

Please refer to the below URL for more info about progress billing,
http://www.wikicfo.com/Wiki/Default.aspx?Page=Progress%20Billing&NS=&AspxAutoDetectCookieSupport=1 


Thanks for your consideration,
Regards,
Mohamed

What would be ideal is to use the Project module for this.

Make each stage as a task and then bill against that task. You can add a custom field in the Sales Invoice to tag a Task to it. This way you can keep track of the tasks.

You can also add custom fields to each task to track whether it has been inspected, attach any relevant documents etc.

If you need automation, then you could post on the forum and maybe someone (or us) could help you customize the system.

best,
Rushabh


-----------------------------------------------------
ERPNext - Business Operating System

W: https://erpnext.com
T: @rushabh_mehta

On 13-Jun-2012, at 10:06 AM, mo...@gmail.com wrote:

Hi,
I came across a common business situation for construction companies, 
Does ERPNext handle this case or should we go for customizing some forms? 

Please refer to the below URL for more info about progress billing,


Thanks for your consideration,
Regards,
Mohamed

Thanks Rushabh for your reply,.

I believe I need to investigate more on this issue before popping this issue on the forum.
I will go with the scenario mentioned below in your reply and I shall share with you the outcome.

Have a nice day :)

On Wed, Jun 13, 2012 at 7:18 AM, Rushabh Mehta <rm...@gmail.com> wrote:
What would be ideal is to use the Project module for this.

Make each stage as a task and then bill against that task. You can add a custom field in the Sales Invoice to tag a Task to it. This way you can keep track of the tasks.

You can also add custom fields to each task to track whether it has been inspected, attach any relevant documents etc.

If you need automation, then you could post on the forum and maybe someone (or us) could help you customize the system.

best,
Rushabh


-----------------------------------------------------
ERPNext - Business Operating System

W: https://erpnext.com
T: @rushabh_mehta

On 13-Jun-2012, at 10:06 AM, mo...@gmail.com wrote:

Hi,
I came across a common business situation for construction companies,
Does ERPNext handle this case or should we go for customizing some forms?

Please refer to the below URL for more info about progress billing,


Thanks for your consideration,
Regards,
Mohamed