Hi All,

I built an Asset Management App in Creator and now want to exclusively use this app to keep track of the physical stock as well as the related expenses on associated projects. I do all that through deluge scripts using the api's.

Each asset is linked to at least one BOOKS item. But we never write these on invoices as we charge for services that include some items (it varies a lot).

What I initially did is a script that writes all articles linked to assets themselves linked to a specific project on the first invoice associated to this same project. I manually force the rate for all items to be zero so that no item is visible on the invoice.
It does keep the stock up to date and tracks the related expenses. Only issue: if I can only invoice at the end of the project (we have that a lot), I cannot keep track of my stock properly...

Second thing I tried: a script that does a single Item Adjustment per project based on all items linked to assets themselves linked to a given project. It works well for the stock, and I can do that at the project start. To deal with the expense, I tried to create a Zoho expense linked to the project. But it seems I then have to link it to an expense report which then needs to be submitted and then approved. It's all doable, but in case I have to modify something, I'll have to change the status of the report. I also need to calculate the cost of items manually (which is not required when you write on an invoice and is obtained using a FIFO based on previous orders).

Do you know of any hack to perform what I want ? Either to tackle both stock and expense at the same time independantly of the customer invoice, or only the expense (as I can do the stock through the item adjustment) ?

Thanks for your help :D.

Kind regards,

Guillaume