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business_requirement_deliverable_cost

Author: Elico Corp, Odoo Community Association (OCA)
License: AGPL-3
Branch: 10.0
Repository: akhdaniel/business-requirement
Dependencies: business_requirement, business_requirement_deliverable, decimal_precision, and report
Languages: PO File (279, 20.6%), Python (594, 43.8%), XML (417, 30.8%), and reStructuredText (65, 4.8%)
Other branches: 10.0-rm-deprecated-modules, 10.0-weblate, 8.0, 8.0-weblate, 9.0, and 9.0-weblate
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<a class="reference external image-reference" href="https://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="business-requirement-deliverable-cost-control"></a> <h2>Business Requirement Deliverable Cost Control</h2> <a name="introduction"></a> <h3>Introduction</h3> <p>This module is part of a set of modules (<a class="reference external" href="https://github.com/OCA/business-requirement/blob/10.0/README.md">Business Requirements</a>)</p> <p>This module improves the cost control of the original module with the following:</p> <ul class="simple"> <li>Estimation sales price on resource lines. It provides a simple way to calculate the sales price of the deliverable based on the necessary resources lines (see usage).</li> <li>Adds ACL for sales price and resource cost confidentiality.</li> <li>Creates a tab Cost control in the Business Requirement for simple Gross Profit control.</li> <li>Multi-currency compatible: sales price is valued at currency Pricelist and converted back to the reporting company currency for the cost control.</li> </ul> <a name="configuration"></a> <h3>Configuration</h3> <a name="users"></a> <h4>Users</h4> <ul class="simple"> <li><strong>Business Requirement Sales Estimates</strong>: Can See the sales prices in DL and RL (ideal for sales/presales)</li> <li><strong>Business Requirement Cost Control</strong>: Can See the cost prices for project profit control (Manager/Finance dept)</li> </ul> <p>Without Sales Estimate nor Cost Control rights:</p> <div class="figure"> <img alt="No access to sales or cost control information (Simple user)" src="static/img/bus_req_acl1.png" style="width: 600px;" /> </div> <p>Without Cost Control rights:</p> <div class="figure"> <img alt="Access to sales price with no cost control (Salesmen)" src="static/img/bus_req_acl2.png" style="width: 600px;" /> </div> <p>With both Sales Estimate and Cost Control rights:</p> <div class="figure"> <img alt="Full access to sales price and cost control (Financial dept)" src="static/img/bus_req_acl3.png" style="width: 600px;" /> </div> <a name="estimation-pricelist"></a> <h4>Estimation Pricelist</h4> <p>You can define the Estimation price list in the Master Project which will be used in deliverable lines and sales price for the resource lines.</p> <a name="usage"></a> <h3>Usage</h3> <p>The pricelist stored in the Project/Estimation pricelist field will be used to help the calculation of the expected revenue of a Deliverable based on the sum of related RL.</p> <ol class="arabic simple"> <li>In the BR, you can add as many deliverable lines as necessary. You can keep the price empty at that stage.</li> <li>Once the deliverable lines are created you can create as many resources lines as necessary in each DL.</li> <li>in RL, the estimation sales price will be display per resource.</li> <li>The total Revenue from the resources (sum of the sales estimation for all RL) can be manually added back to the deliverable line.</li> <li>you can review the cost control tab of your BR as followed (only available for ACL Cost Control)</li> <li>Eventually you can manually update the price of all resource clicking on the Update button.</li> </ol> <div class="figure"> <img alt="Control your cost for the BR" src="static/img/bus_req_control.png" style="width: 600px;" /> </div> <div class="figure"> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/222/10.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a> </div> <a name="known-issues-roadmap"></a> <h3>Known issues / Roadmap</h3> <ul class="simple"> <li>Display the currency in the cost control panel and deliverable</li> <li>As of version 10.0.1.0.0, the estimation pricelist has been moved from Project to Partner object. There is no migration script for the change and the data will have to be migrated manually.</li> </ul> <a name="bug-tracker"></a> <h3>Bug Tracker</h3> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/business-requirement/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.</p> <a name="credits"></a> <h3>Credits</h3> <a name="contributors"></a> <h4>Contributors</h4> <ul class="simple"> <li>Eric Caudal &lt;<a class="reference external" href="mailto:eric.caudal&#64;elico-corp.com">eric.caudal&#64;elico-corp.com</a>&gt;</li> <li>Alex Duan &lt;<a class="reference external" href="mailto:alex.duan&#64;elico-corp.com">alex.duan&#64;elico-corp.com</a>&gt;</li> <li>Xie XiaoPeng &lt;<a class="reference external" href="mailto:xie.xiaopeng&#64;elico-corp.com">xie.xiaopeng&#64;elico-corp.com</a>&gt;</li> <li>Luke Zheng &lt;<a class="reference external" href="mailto:luke.zheng&#64;elico-corp.com">luke.zheng&#64;elico-corp.com</a>&gt;</li> <li>Victor Martin &lt;<a class="reference external" href="mailto:victor.martin&#64;elico-corp.com">victor.martin&#64;elico-corp.com</a>&gt;</li> </ul> <a name="maintainer"></a> <h4>Maintainer</h4> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>This module is maintained by the OCA.</p> <p>OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.</p> <p>To contribute to this module, please visit <a class="reference external" href="https://odoo-community.org">https://odoo-community.org</a>.</p>