Introduction
This project aims to modify the service line-item functionality by adding the "Invoice (Confirmed by PM) and Comments" column. The goal is to allow users to confirm invoice statuses and provide additional comments, enhancing visibility. This functionality will be available both in the Services line item and in the Edit Service/Package > Settings screen.
Objective
The primary objectives of this initiative are:
Invoice Confirmation and Commenting: Allow users to confirm invoices for services/packages and add comments directly in the service line items.
Enhanced User Interface: Implement a flexible and user-friendly interface with checkboxes and visibility options for the "Invoice (Confirmed by PM)" and Comments fields both in the service line item and the edit service screen.
Export: Ensure that the new fields with accurate data are included in exports.
History Tracking: Maintain a history of changes made when checking and updating these columns through both the service line item and the edit service screen.
New Columns Added for “Invoice (Confirmed by PM)” and “Comments”
Log in to the MeetingBox application with your credentials.
Navigate to the Projects module and select the project.
Go to the Services tab under the selected project.
Click on Show/Hide Columns in the Services tab.
Check the boxes next to Invoice (Confirmed by PM) and Comments.
The columns will appear in the service line-item view.
Using the New Columns:
Invoice (Confirmed by PM): Check the box to confirm the invoice status as issued by the Project Manager (PM).
Comments: Add comments for each service/package directly from the service line-item view.
Note: These columns are not visible by default; they need to be enabled via the Show/Hide Columns menu.
Service Overview
Steps to Select/Deselect:
Select Service/Package:
Click the checkbox for a service/package in the Invoice (Confirmed by PM) column to select it. If you click the checkbox again, it will deselect the service/package.
Bulk Select/Deselect:
Use the check/uncheck all option to select or deselect all services/packages at once.
Package-Specific Selection:
Services in a package are unclickable until the package is selected. Once checked, services under packages can be selected/deselected.
Comments Column:
The Comments column remains active and editable for both individual services and services within packages, even if the invoice checkbox is unchecked.
The Comments field is limited to 50 characters.
Steps:
To add Comments, go to the respective service/package.
Click on the Comments field.
Enter your comment.
Managing "Invoice (Confirmed by PM)" and "Comments" in Edit Service/Package> Settings
Log in to the MeetingBox application with your credentials.
Navigate to the Projects module and select the project.
Go to the Services tab under the selected project.
Edit a service/package, navigate to Edit Service/Package > Settings.
The "Invoice (Confirmed by PM)" checkbox and Comments field are available for each service/package.
Changes made in Edit Service > Settings will be reflected in the service line items view and vice versa.
Checking the "Invoice (Confirmed by PM)" for a package will also check it for associated services in both views.
Visual Indicator for Confirmed Invoice
In the Service Overview and Edit Service sections, a red tick icon will appear next to any service/package where the "Invoice (Confirmed by PM)" checkbox is marked as confirmed. This provides a clear visual indicator of services/packages with confirmed invoices.
The tick icon is displayed to the right of the service/package name.
When the "Invoice (Confirmed by PM)" checkbox is unchecked, the tick icon will disappear.
Services/packages without an invoice confirmation will not show the tick icon.
Restricting Deletion After Invoice Confirmation
After checking "Invoice (Confirmed by PM)" for a service/package, if you try to delete it, the system will prevent the deletion and display:
"This service cannot be deleted as the invoice is confirmed by PM."Similarly, if you click the "Remove" button for a service/package with the invoice confirmed, the system will prevent deletion and show the same message.
Notes: Deletion is restricted once the invoice is confirmed by PM.
Tracking Changes for "Invoice (Confirmed by PM)" and Comments
History Log: Changes to the "Invoice (Confirmed by PM)" checkbox and Comments are logged with the Action, Date, and User who made the change.
Export Report: The "Invoice (Confirmed by PM)" and Comments columns will be included in the export report to reflect the invoice status and comments.
Copying Services/Packages
When copying a service/package, the "Invoice (Confirmed by PM)" and "Comments" checkboxes and text fields won't retain the status.
The "Invoice (Confirmed by PM)" checkbox and Comments will not be copied when saving as a template or copying projects.