Author: |
Onestein |
License: |
AGPL-3 |
Branch: |
11.0 |
Repository: |
a0c/addons-onestein |
Dependencies: |
account_analytic_account_accessibility,
analytic,
and
project |
Languages: |
PO File (69, 19.7%),
Python (124, 35.3%),
XML (122, 34.8%),
and
reStructuredText (36, 10.3%) |
Other branches: |
10.0 |
Other repositories: |
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ArnulfoSepulveda/addons-onestein,
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nvq247/addons-onestein,
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tholenstein/addons-onestein,
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tusharkwagh99/addons-onestein,
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vidtsin/addons-onestein,
westlyou/addons-onestein,
yasmanycastillo/addons-onestein,
and
yasserkaddour/addons-onestein |
<a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg">
</a>
<a name="account-analytic-account-state"></a>
<h2>Account Analytic Account State</h2>
<p>By installing this module, it will introduce a state workflow for the analytic accounts.</p>
<p>The states introduced by this module are:</p>
<ol class="arabic simple">
<li>Draft: It's the starting state of an analytic account;</li>
<li>Waiting For Approval: The analytic account was submitted by the user. It can be approved or refused by a manager or reset back to draft;</li>
<li>Approved: The analytic account was approved by a manager. It can still be reset to draft;</li>
<li>Declined: The analytic account was refused by a manager. It can be reset to draft;</li>
<li>Expired: The analytic account ran into its end. It can be resubmitted in order to extend its duration;</li>
<li>Cancelled: The analytic account was cancelled. It's still possible to reset it to draft;</li>
</ol>
<p>All the transitions between the states can be manually triggered by users with the right permissions.</p>
<p>N.B.: To properly work, this module needs to install the module account_analytic_account_accessibility which can also be found in this repository.</p>
<a name="configuration"></a>
<h3>Configuration</h3>
<p>This module doesn't require further configurations than what already required to work with Analytic Accounts.</p>
<a name="usage"></a>
<h3>Usage</h3>
<p>To use this module, you need to:</p>
<ol class="arabic simple">
<li>Go to 'Accounting' - 'Configuration' - 'Analytic Accounting' - 'Analytic Accounts'</li>
<li>Select an already existing analytic account</li>
<li>According to its current state and to the user's permissions, it will possible to click on buttons in order to trigger state transitions.</li>
</ol>
<p>The available buttons are:</p>
<ol class="arabic simple">
<li>Submit (only for users in group Technical Settings/Analytic Accounting): Draft -> Waiting for Approval</li>
<li>Cancel (only for users in group Technical Settings/Analytic Accounting): Draft -> Cancelled</li>
<li>Set to Expired (only for users in group Technical Settings/Analytic Account Manager): Draft, Waiting for Approval, Approved -> Expired</li>
<li>Approve (only for users in group Technical Settings/Analytic Account Manager): Waiting for Approval -> Approved</li>
<li>Decline (only for users in group Technical Settings/Analytic Account Manager): Waiting for Approval -> Declined</li>
<li>Resubmit (only for users in group Technical Settings/Analytic Accounting): Expired -> Waiting for Approval</li>
<li>Reset to Draft (only for users in group Technical Settings/Analytic Accounting): Cancel, Declined, Approved -> Draft</li>
</ol>
<a name="credits"></a>
<h3 class="with-subtitle">Credits</h3>
<h3 class="section-subtitle" id="contributors"><span class="section-subtitle">Contributors</span></h3>
<ul class="simple">
<li>Antonio Esposito <<a class="reference external" href="mailto:a.esposito@onestein.nl">a.esposito@onestein.nl</a>></li>
<li>Andrea Stirpe <<a class="reference external" href="mailto:a.stirpe@onestein.nl">a.stirpe@onestein.nl</a>></li>
</ul>