Receivable/Payable Planning For Future
This feature is important for future receivable/invoicing reminders tracking. Many times a project is worked on a fixed cost with milestone basis. It's hard to create a tentative budget if we don't know how many milestone invoices could be raised in the next month for all of our projects which would complete milestones. This would also help finance teams to help keep delivery teams updated with their targets.
This can be simply implemented if the "Sales Order" can have a feature for adding a "tentative invoice raising date" for each of the items/milestones of the sales order. Based on these dates, a tentative receivable report can be generated for future months.
This can be done with Payable planning for futures as well.
Ravindra Waghmare
shared this idea
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Srirang
commented
Sales order -> milestones -> invoices ..
reports for unbilled (sales order value - sum of invoice) by milestone date to predict future cash flow