I run a service company and frequently get Purchase Orders and would like to see how much a module would cost, below is what I need, its basically a form where I enter details, I want to be able to
Once logged into website I see:
Raise Job (Button) Click this pops up a box with some text boxes, for example
Purchase Order: Enter number or tick box next to it to create a job number if its a verbal purchase order
Client: Enter Client - Possible Drop down box could get this data from our accounting program
Date: Automatically load with current date
Description: Enter job description
Close job This would be linked with our accounting program
My accounting program is Kashflow, this supports SOAP API, See http://www.kashflow.com/developers.
So starting with closing the job:
We need to query the accounting site to see if an invoice is paid, and update a field if so, I'm not sure how this module will identify a particular invoice, maybe from the purchase order number
Client:
We should be able to get this from kashflow, so I'm thinking a drop down box with an option to add new client
Date:
When raising the job the current date is automatically loaded
Purchase Order