I think I found my issue with the invoicing values.
On the Invoice Preparation screen, I saw the two dates and assumed it was a date range and I didn't actually read the control labels so I moved the "Period End Date" back to far, thinking that this is how far back I want the process to look for gathering details. Once I set this date properly, the invoice was correct.
JOE ROJAS
Epicor Applications Manager
VENTION MEDICAL
DIRECT: 508.597.1392 x1625 | MOBILE: 774.826.9245
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, July 06, 2016 9:57 AM
To: vantage@yahoogroups.com
Subject: [Vantage] E9: Project Entry - Time & Materials vs Cost Plus
Hi All
E9.05.702A
I'm trying to use Project Entry as a way to manage our Time & Materials projects.
So far things have been going well with being able to track costs associated with the project but I'm getting stumped on the invoicing piece.
I have the training manuals for Project Management and Project Billing but neither do a good job of explaining the different options.
Can someone explain differences between the T&M invoicing method and the Cost Plus invoicing method.
It sounds pretty straight forward. My guess would be that T&M would be just charging the customer for time entries and material costs accumulated against the project and Cost Plus would be the same thing but with a markup.
However, when I run the "Project Invoice Preparation" process, all I get and a T&M invoice with no details and value.
JOE ROJAS
Epicor Applications Manager
VENTION MEDICAL
Advancing Your Innovations For Health
261 Cedar Hill Street | Marlborough, MA 01752
DIRECT: 508.597.1392 x1625 | MOBILE: 774.826.9245
EMAIL: JoRojas@...<mailto:JoRojas@...> | WEB: ventionmedical.com <http://www.ventionmedical.com/>
THINK QUALITY. BE QUALITY. GO BEYOND.
This communication may contain information that is confidential, proprietary or exempt from disclosure, and is intended only for the use of the individual and/or entity it is addressed to. If you are not the intended recipient, please note that any other dissemination, distribution, use or copying of this communication is strictly prohibited. If you have received this message in error, please notify the sender immediately by telephone or by return e-mail, and delete this information from your computer.
This communication may contain information that is confidential, proprietary or exempt from disclosure, and is intended only for the use of the individual and/or entity it is addressed to. If you are not the intended recipient, please note that any other dissemination, distribution, use or copying of this communication is strictly prohibited. If you have received this message in error, please notify the sender immediately by telephone or by return e-mail, and delete this information from your computer.
[Non-text portions of this message have been removed]
On the Invoice Preparation screen, I saw the two dates and assumed it was a date range and I didn't actually read the control labels so I moved the "Period End Date" back to far, thinking that this is how far back I want the process to look for gathering details. Once I set this date properly, the invoice was correct.
JOE ROJAS
Epicor Applications Manager
VENTION MEDICAL
DIRECT: 508.597.1392 x1625 | MOBILE: 774.826.9245
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, July 06, 2016 9:57 AM
To: vantage@yahoogroups.com
Subject: [Vantage] E9: Project Entry - Time & Materials vs Cost Plus
Hi All
E9.05.702A
I'm trying to use Project Entry as a way to manage our Time & Materials projects.
So far things have been going well with being able to track costs associated with the project but I'm getting stumped on the invoicing piece.
I have the training manuals for Project Management and Project Billing but neither do a good job of explaining the different options.
Can someone explain differences between the T&M invoicing method and the Cost Plus invoicing method.
It sounds pretty straight forward. My guess would be that T&M would be just charging the customer for time entries and material costs accumulated against the project and Cost Plus would be the same thing but with a markup.
However, when I run the "Project Invoice Preparation" process, all I get and a T&M invoice with no details and value.
JOE ROJAS
Epicor Applications Manager
VENTION MEDICAL
Advancing Your Innovations For Health
261 Cedar Hill Street | Marlborough, MA 01752
DIRECT: 508.597.1392 x1625 | MOBILE: 774.826.9245
EMAIL: JoRojas@...<mailto:JoRojas@...> | WEB: ventionmedical.com <http://www.ventionmedical.com/>
THINK QUALITY. BE QUALITY. GO BEYOND.
This communication may contain information that is confidential, proprietary or exempt from disclosure, and is intended only for the use of the individual and/or entity it is addressed to. If you are not the intended recipient, please note that any other dissemination, distribution, use or copying of this communication is strictly prohibited. If you have received this message in error, please notify the sender immediately by telephone or by return e-mail, and delete this information from your computer.
This communication may contain information that is confidential, proprietary or exempt from disclosure, and is intended only for the use of the individual and/or entity it is addressed to. If you are not the intended recipient, please note that any other dissemination, distribution, use or copying of this communication is strictly prohibited. If you have received this message in error, please notify the sender immediately by telephone or by return e-mail, and delete this information from your computer.
[Non-text portions of this message have been removed]