Hi all.
I'm desperately trying to wrap my head around how services, contracts, contracts lines, cases and service activities all connect and I'm not making a lot of headway.
I've been trying to dig up some resources online but there's not a lot of it to be found. There's the odd post on the CRM Team blog but that's about it.
We invoice almost all of our projects on a monthly basis with no allotment in advance - the consultants report the actual time spent on the project the day before we send the invoice.
This means that I need to be able to create some sort of entity that the conslutants can then add the actual time spent on the project to and that in turn can be invoiced on a monthly basis with the cost based on the time reported.
In a worst case scenario we can create a manual invoice with the correct cost and then just attach a report of all the time spent on the project.
Now, I've been fooling around with contracts and contract lines but the need an allotment as far as I understand and I also need to create a case to connect to the contract line and then in turn create a service activity that I connect to that case.
This seems overly complicated (or perhaps I'm just misunderstanding how this is all supposed to work).
Is there an easy way to do what I want to do? Do I even need a contract or is a case good enough? Can I use appointments or do I need a service activity?
Any and all ideas are greatly appreciated.
TIA!