I think I do, because the way it seems to work now, there is no linkage between Time Sheet Line and the Sales Lines.
The Time Entries are all connected to projects, and that is where I lose track of the Reference field.
The process is as follows:
- Time Sheet Lines are inserted and submitted with the Reference field by a Resource, on a Project.
- The Time Sheet is then sent to Approval. The Reference field is still following the Time Sheet Line.
- Next I go to Project Journals, click Prepare > Suggest Lines from Time Sheets. Then I can see every Time Sheet Line. The Reference field in the Job Journal Lines is a FlowField with a lookup to the Reference field in the Time Sheet Line table. The Reference is still correct here.
- Then I set line type to Billable for the ones that are Billable, and Budget to the other ones, and enter a Document No. Then I press Home > Post
The Time Sheet Line is now posted to the Project as Jobs. If I go to the project, and click on the Billable number in the Job Task Lines Subform, I can see the Time Sheet Lines. This is where I lose the Reference. Now they are Job Planning Lines, and I have no way of finding the Reference again, because I have no idea how to link it to anything anymore.
I then create Invoices based on these Job Planning Lines.
I suppose I can get the reference directly from the following Sales Line, but it doesn't seem like I have anything to link it to other than the Description, but there can be multiple lines with the same description on the same project, but with different reference person across a few weeks, which makes me not want to use the Description field to link the two.
The closest I can probably get is to make a FlowField where I find the Reference field through the Job No., Description and Resource No. But even then I am worried it will get a Reference from other Time Sheets, as they are available in the system still.
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