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Transfer invoice for Manufacturing

[Music] g'day team adam kogan here from ssw tv and today i want to talk about time pro and a new feature called transfer invoicing now time pro is a great system for entering timesheets and it produces invoices with lots and lots of details and the best thing about it is developers don't have to do anything other than one click which pulls through the work that they've done their different source control systems and their bookings from crm so let's talk about this transfer invoicing feature and this solves the problem when you have multiple officers in multiple countries where one where employees are paid by one office and let's imagine that jim is in the hangzhou office he is paid by the china office but he's working for an aussie client for many months how does hangzhou keep paying his salary when the australian office is invoicing the customer and they receive all the dollars for his work so what we thought is we were going to create this feature um and we would make this system automatic because if you don't have this system then you make all these uh arbitrary amounts that you pay another office or you make these systems in excel or you know back of envelopes and it's a mess just to solve all the cash flow issues so uh the solution is to uh have some automatic uh system for transferring invoices we are assuming that um you know when you use time pro as an example that all the employees from all the offices are using the one tenant so that when you go into time pro you can create a tenant uh that is where we're assuming all the time sheets are living so option one is we modify timepro it's already in existence that works well we add this transfer invoicing module it will certainly work beautifully for ssw it will work beautifully for lots of other clients uh it will take some time to build option two is build a separate standalone application this has merits too you do have to build some extra stuff like logins and stuff that already exists but if a company does not use time pro that's going to be nicer because it will hook into whatever their timesheet system is now option three is to find a product that is off the shelf that already does all this sadly we haven't been able to find one that certainly would be cheaper and quicker to get going so let's talk for the rest of the presentation about option one which is modifying time probe what are we gonna do um now that is uh and by the way most of this would work with option two as well so uh option one is everybody's in one tenant or all employees we add the time the transfer invoicing feature we go into dynamics and we update some schema there and we use this business unit so let's go through some examples and we'll give a lot more details of what i've just said in in the following slides but jim is working in the china office and he's working for an aussie client he needs a transfer invoice now the second scenario for jim is he's working the china office for a chinese client no transfer invoice needed jim is could also be working on an international client such as an american client and that's invoiced by the australian office so so a transfer invoice would be needed what about piers he's an aussie working for the chinese office which he does sometimes he would need a transfer invoice uh but that transfer invoice would be going the other way and then we also have peers who also does work for aussie clients no transfer invoice required now which parts of time pro impact there's lots of parts of time pro but the guts of it is there's a crm application which is dynamics 365 that would need modification as with the sql database there is a sinking engine that syncs those two together that would also need uh updating and then there's the guts of the whole thing and most of the work would be in the net apis and the angular front end now let's go through what is required the first thing is these tables are going to need to be added a transfer invoice table a transfer invoice timesheet table which would have a little just a link between that and the real time sheets the receipts for when you get paid and then the custom rates that you put together i should note that every single change in this would have an audit history using the sql temporal tables feature now if you want to know the specific changes they're the specific fields you can have a look at that if you like the dynamics 365 would also need an extra field added to the projects table and that would be an international project or it's a local project an aussie project or a chinese project or a you know a european project then you'd have an internal project or an internal project with no transfer because you've agreed there'll be no charging for this particular piece of work so you can go into the user business unit and you'll already see who that person is being paid by are they being paid by the aussie office the the china office or the european office now these are the menus these menus would need to be created and they'd look something like this so you'd see new search the outstanding ones that haven't been paid the custom rates and the report let's dive into these so there's five options here the first one is new and in new you will see that uh you create a new transfer invoice it pulls in the time sheets and then you have an invoice that invoice will be sent to the other office so in this case from the hangzhou office to the australian office and there you have the different clients that have been had work done which is you know north wind or acme wonka and an internal project at different rates there's the amount one office would then send and a check or or a payment to the other office now the technical details if you want to know there's some ui needs to be added some tables and a bunch of endpoints need to be added then there's this ui so they'll need to be out of search across the list of all the all the invoices that have been generated so it looks something like this and the technical details underneath are some ui and some endpoints then there is a drilling down into an existing one you could then uh in this search screen click on the invoice number pops open this you'd see the the details of what's been generated in the past and you see where it's been paid and then you might want to see what's outstanding or you might receive payment and you need to say that's been paid so you go to the combo you choose outstanding then you click on the button received outstanding in this case anki and the china office has received some money she would see there's 30 000 uh she's got a check for that exact amount uh she puts the date and she presses okay then um you know they're the technical details of the ui and the endpoint okay so here are the rates uh we're assuming different rates for international work that might be one rate a local rate and an internal rate that probably the lowest rate so if i click the button new transfer rates you will see all these fields are editable the first one is the from office to office and the different rates then we'll press save now if you were to edit an existing one let's press the first one there pop that open and you'll see those uh from and two fields are grey because it would be weird to be switching those around as well so we've made those locked and you can edit the rates and press save now there are the uh ui the table and the endpoints to do all that work we have a bit of a question here um so the first question would be how do you populate the from and the two we could easily just add a table there add a table called company and there you've got it all that'd be quite nice the benefits of that is it's really easy we can put whatever fields we want there's no dependency on three dynamics 365. there is an issue about duplication because we've got a similar field in dynamics and people are going to say why do we have that field and we have this field they're basically the same thing that's weird so to solve that you could just use the field in in dynamics it's called business unit uh it's uh we already use it it's quite nice um we don't have to build the table and the ui the only downside is some people don't use dynamics they use salesforce and some other crms we would have to find out the equivalent of those and we have not done that work to investigate the other last option that we have is the report the report uh you could choose an invoice or you could choose a period you would see which people have been working and what type of work they've been doing has it been internal or local or external international work and then you see the project breakdown so between the different types of work so that would be quite handy to get that done you need some ui some endpoints and some filters and that's what you'll need there so how long will this take to make well you're never sure we have done some calculations in our ssw estimates calculator broadly we need two devs we need a scrum master it's about four sprints of work uh that totals about 64k so if you have some ideas or better ways of doing this um or just some questions throw it down there in the comments so we know what they are and maybe uh we can do this in a better way so hopefully that was uh interesting for you uh we are very keen to know anyone that would use this feature i will see you in the next one this is adam cogan signing off for ssw tv [Music] you