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Need some help with tutorial #28

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jcervantes-sipecom opened this issue Feb 9, 2023 · 0 comments
Open

Need some help with tutorial #28

jcervantes-sipecom opened this issue Feb 9, 2023 · 0 comments

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@jcervantes-sipecom
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GLPI Version 10.0.6
Plugin Version 4.0.3

I did the tutorial from https://github.com/InfotelGLPI/manageentities/wiki/Manageentities-wiki

But I'm still with some doubts. So I wrote some steps that I followed, can you told me in what I'm wrong please.

  1. After installing the plugin, I set up as following:

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  1. Is necessary to specified if a category task is used for calculation. So in Setup > Dropdown > Assistance > Task Category, set yes in Entities Portal:

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  1. Then, followings the wiki, create a Contract in the Entity destination:

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  1. On the Entity destination (Customer/Client), go to Management > Clients Management > Contracts, and associate the recently create Contract:

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  1. Open the Contract, go to "Contract detail" tab, and fill the fields:

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  1. Add a "Contract Day", and fill the fields, plus add a "State of the Contract":

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  1. Plus add a "Hourly rate", opening the "Contract Day"/"Period of contract" created before:

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  1. Create a Ticket, I assign my self as technician to the ticket:

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  1. Create a task in this ticket, with duration, technician assigned and the step 2 task's category:
  • I added a task as Private, and a task as No Private (Public)

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  1. In the "Intervention Report" tab's ticket, add the before contract created, and create/generate a intervention report, but I'm getting these errors:
  • Date, Technicians and Contract number are empties
  • "Crossed time (itinerary including)" is in 0.00
  • "Intervention with Contract" said No, but I linked the ticket with the contract

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  1. But in the Contract the Total consummated is taken the time (Duration) of task tickets with No Private (Public):

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Questions:

  • What am I doing wrong?

  • In the step 5
    -- What is the difference between Annual and Quarterly in "Mode of Management"?
    -- What is the "Refacturable costs" function?

  • In the step 6
    -- What is the "Already Charged" function?
    -- What is "Active" and "Closed" function?

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