Hi everyone
The company I work for has a Hire leg of the business and an Epicor Consultant configured/built a basic hire solution for us within Kinetic (some UD fields, BPMs and some trackers).
Because Billing is per day, the number of billable days could change from month to month. In addition to this sometimes there is agreement per customer/order to not bill for certain days in a particular month. With that said, it starts to get tricky to easily (quickly) work out how many days need to be billed that month and also perform a recon at the end of the month to ensure that they were billed correctly, etc.
So ideally, we need the ability to tell the system up front the non-billable days (weekends, holidays and agreed non-billable days). That way we can then write a BAQ/BPM that can work out the number of days for the next billing cycle.
I’m looking for someone to point me in the right direction here. Two options I can think of are:
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Build a dashboard that displays a calendar (I’ve seen that there is a calendar component but have never used it) that allows a user to “mark off” the non-billable days per month (if possible??).
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Use a UD table to store all the “generic” non-billable days (weekends and holidays) and then write an updateable BAQ to use as the base for a Dashboard. Users can then go in and add/edit new lines in the grid. Would need a second updateable grid that shows all the non-billable days that are customer/order specific.
If you think 1 is the best route then do you know where I can find help/example resources on how to implement/use the calendar component, where it stores it’s data and if you can “mark off” [the non billable] days on it?
Thanks!