Author: |
Elico Corp, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
8.0-weblate |
Repository: |
akhdaniel/business-requirement |
Dependencies: |
business_requirement,
and
business_requirement_deliverable |
Languages: |
PO File (215, 20.5%),
Python (506, 48.2%),
XML (264, 25.1%),
and
reStructuredText (65, 6.2%) |
Other branches: |
10.0,
10.0-rm-deprecated-modules,
10.0-weblate,
8.0,
9.0,
and
9.0-weblate |
Other repositories: |
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sanube/business-requirement,
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serpentcs-dev1/business-requirement,
sewisoft/business-requirement,
somnangrom/business-requirement,
spacimek/business-requirement,
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sudhir-serpentcs/business-requirement,
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yf956613/business-requirement,
and
yustas147/business-requirement |
<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/8.0/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/222/8.0"><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 8.0.2.0.0, 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 <<a class="reference external" href="mailto:eric.caudal@elico-corp.com">eric.caudal@elico-corp.com</a>></li>
<li>Alex Duan <<a class="reference external" href="mailto:alex.duan@elico-corp.com">alex.duan@elico-corp.com</a>></li>
<li>Xie XiaoPeng <<a class="reference external" href="mailto:xie.xiaopeng@elico-corp.com">xie.xiaopeng@elico-corp.com</a>></li>
<li>Luke Zheng <<a class="reference external" href="mailto:luke.zheng@elico-corp.com">luke.zheng@elico-corp.com</a>></li>
<li>Victor Martin <<a class="reference external" href="mailto:victor.martin@elico-corp.com">victor.martin@elico-corp.com</a>></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>