I have had several instances where a Client Use-Case would need to create a Warehouse Shipment from a Project Task Line.
These Clients need to be able to generate a BOL from the Project Task Line as they complete Item invoicing from the job task lines.
Because the Projects Module bypasses the Sales Order process, and jumps straight to an invoice, there's no connection to shipping.
To be more modular, it would ideal if you could either directly create a warehouse shipment from a group of Task Lines or Individual Task lines, or populate a Sales Order tied back to the Task Lines.
Comments
To be more modular, it would ideal if you could either directly create a warehouse shipment from a group of Task Lines or Individual Task lines, or populate a Sales Order tied back to the Task Lines.To be truly impactful, it would be ideal if you could do either.For those clients who just need a BOL, it would create the ability to track shipping of items on task line.Whereas Sales Orders would also allow you to do things such as apply item charges, attach items, drop shipping, etc. Without having to modify the Projects Module, it would just roll up the item cost/billable value(s).
Category: Project Management