<h1 class="title">Sale Milestone Profile Invoicing</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" 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.png" /></a> <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/12.0/sale_milestone_profile_invoicing"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/sale-workflow-12-0/sale-workflow-12-0-sale_milestone_profile_invoicing"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/167/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module improves on sale order lines the visibility of the budget spent and invoiced for milestones products.</p> <p>For this module to function properly the sale order must include one or more milestone product and one or more rate product, those products are configured as follow :</p> <dl class="docutils"> <dt>i * A milestone product is a product of type 'Service' with a service invoicing policy set as 'Milestones' and service tracking set as 'Create a task in a new project'</dt> <dd><ul class="first last simple"> <li>A rate is a product of type 'Service' with a service invoicing policy of 'Timesheets on tasks' and service tracking set as 'Don't create a task'.</li> </ul> </dd> </dl> <p>For each milestone product the module changes the way the delivered and invoiced quantity is computed.</p> <p>This module also adds two fields to the sale order line the 'Amount delivered from task' and 'Amount invoiced from task', they are computed for milestone products only.</p> <p>Rates are linked to specific employees in the project configuration through the Invoicing tab.</p> <p>The two 'Amount .. from task' fields are computed using the time logged by employee on a project in timesheets and the rate assigned to the employee.</p> <p>In the detail view of a sale order line the same two fields are displayed as well their correspondant value in the company currency, it that currency is different to the sale order one.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>No specific configuration is needed.</p> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>To use this module, you need to:</p> <ol class="arabic simple"> <li>Create some milestone products.</li> <li>Create some rate products.</li> <li>Create a project</li> <li>Create and confirm a sale order with milestones and rates targetting the new project.</li> <li>Configure the rates assigned to specific employees in the project configuration (Invoicing tab).</li> <li>Add some timesheets targeting the milestones.</li> <li>Create some invoices.</li> <li>Watch the Amount Delivered From Task and Amount Invoiced From Task on each sale order line inform you of the sale/invoice situation.</li> </ol> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/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 <a class="reference external" href="https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_milestone_profile_invoicing%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>Camptocamp SA</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li>Thierry Ducrest &lt;<a class="reference external" href="mailto:thierry.ducrest&#64;camptocamp.com">thierry.ducrest&#64;camptocamp.com</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <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>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>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/12.0/sale_milestone_profile_invoicing">OCA/sale-workflow</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>