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The way this scenario has been reflected in JIRA/ictime and implemented via icbiz is as follows:
- Using /icbiz/1.0/project/copy, projects are automatically created in JIRA after having been set up in the ERP system. By using different copy template projects in JIRA, different requirements as regards pre-created issues and project role configuration etc. can be considered.
- Using /icbiz/1.0/activitytype/createOrUpdate, billable services (articles) on the level of master data are automatically created/updated as activity types in ictime once they have been created or modified in the ERP system.
- Using /icbiz/1.0/activitytype/assignActivityToProject, only those activity types (services, articles)
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- that are part of a project contract are assigned to the project. As a result, only these activity types appear when logging work on issues of the respective project.
- To reflect billing units other than time and to reflect additional information that needs to be collected when work is logged, a couple of Work Log Attributes (WLA) are created in ictime (see Work Log Attributes (WLA)).
- As some of the billing units and some of the additional fields only apply for certain services (activity types), others only to certain projects, respective WLA are assigned to activiyt types and projects using /icbiz/1.0/wla/activityTypeAssigned and /icbiz/1.0/wla/projectAssigned.
- When users log work for an issue, depending on project and activity type, additional fields to register work with different billing units or to fill in/select other criteria appear.
- Using /icbiz/1.0/worklog/report, the ERP system can retrieve work logs according to different criteria.
- By configuring the directInvoice parameter for /icbiz/1.0/worklog/report, on successful delivery of work logs to the ERP system, ictime will directly set the work logs to "charged" and will create an account/invoice in ictime.
- A reference to the account/invoice in ictime - that is delievered in the successful response for directInvoice in icbiz/1.0/worklog/report - is stored in the ERP database.
- Additional checks to ensure consistency between both systems as regards work logs that have been charged could be done using /icbiz/1.0/invoice/view or /icbiz/1.0/invoice/invoiceItems.
- If approval should be mandatory before billing, implementation for /icbiz/1.0/worklog/report, just needs to configure the report to only deliver work logs in status APPROVED.