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Questions Error when adding Project Task with Recurring Billing

 
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Last Post by daniel 8 years ago
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daniel
Posts: 92
 daniel
Topic starter
March 29, 2018 2:42 am
(@daniel)
Estimable Member
Joined: 6 years ago

Would love some help as to this.

I'm trying to create a project where the customer is billed each month for the rental of a number of items. When I add Tasks without Recurring Billing, the Project will accept it. However, when I try to add Tasks with Recurring Billing, the Project will not save, and I get the following message: "Error: Inserting 'PMDetail' record raised at least one error. Please review the errors. Error: 'Item Code' cannot be empty."

Why is this occurring? Is it an issue with how I'm the adding Recurring Billing? Or is it an issue with my Billing or Allocation Rules?


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Tim Rodman
Posts: 3195
 Tim Rodman
Admin
March 29, 2018 8:41 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Wish I could help here, but I don't know the Projects module that well. Seems to me though, based on the error message, that you need to include an Inventory ID on the row.


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daniel
Posts: 92
 daniel
Topic starter
April 5, 2018 6:15 pm
(@daniel)
Estimable Member
Joined: 6 years ago

I found a way around the issue.

When I was getting this error message, I was using a project task template. If I just make individual tasks (built identical to the template) rather than using the template, I do not get the error issue and everything works. 

......I have no idea why this occurs. I've found a way to make it all work, so that's cool. However it would be great to be able to use the template functionality, as the majority of our project tasks will be similar, and templates would make things a lot easier. If anyone has a suggestion as to this I'd be glad to know.


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Tim Rodman
Posts: 3195
 Tim Rodman
Admin
April 11, 2018 9:27 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Thanks @daniel-o for sharing your workaround. Hopefully someone will find this in the future and share a solution that allows you to use the project task template.


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daniel
Posts: 92
 daniel
Topic starter
April 26, 2018 7:46 pm
(@daniel)
Estimable Member
Joined: 6 years ago

Is anyone else able to rebuild this scenario, to see if they get the same issue? Or is it just me doing it wrong? It would be good to know - if it doesn't work for anyone, well then we could report the issue.

It's quite easy to set up. Simply make a project, and add a task with a recurring billing line. Then create an identical project and add a TEMPLATE Task with Recurring Billing. When this template task is added to the project, the error message should occur.


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