Author: |
Numigi |
License: |
LGPL-3 |
Branch: |
TA#445738---project_outsourcing_timesheet_manage_contacts |
Repository: |
Numigi/odoo-project-addons |
Dependencies: |
hr_timesheet,
project,
project_outsourcing,
project_timesheet_time_control,
and
purchase |
Languages: |
PO File (58, 13.5%),
Python (281, 65.2%),
XML (50, 11.6%),
and
reStructuredText (42, 9.7%) |
Other branches: |
12.0,
14.0,
452,
TA#44076---Update-dockerfile,
TA#45451---add_project_milestone_week_duration,
TA#45451---fix_after_test,
TA#45452,
TA#45459---project_milestone_timeline_dynamic,
TA#45464---project_manager_access_right,
TA#45526,
TA#45528,
TA#45902---analytic_line_revenue_v14,
TA#45902---project_cost_smart_button_migration,
TA#45902-analytic_line_employee_migration,
TA#46088---project_timesheet_time_control_employee_pin,
TA#46412---project_default_task_stage,
TA#46412---project_stage_no_quick_create,
TA#46412---project_task_date_planned,
TA#46412---project_type,
TA#46412--project_task_full_text_search,
TA#47760---correctif#6,
TA#47906,
TA#48575,
TA#51167,
TumbaoJu-patch-1,
and
abenzbiria-patch-1 |
<h1 class="title">Project Outsourcing Timesheet Automation</h1>
<p>This module allows to generate subcontracting time entries automatically.</p>
<div class="contents topic" id="table-of-contents">
<p class="topic-title">Table of Contents</p>
<ul class="simple">
<li><a class="reference internal" href="#description" id="id1">Description</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#contributors" id="id3">Contributors</a></li>
</ul>
</div>
<a name="description"></a>
<h2><a class="toc-backref" href="#id1">Description</a></h2>
<ul>
<li><p class="first">The module allows to re-imput the subcontracting times automatically, or not to do so, depending on the article, task status, purchase status and vendor.</p>
</li>
<li><p class="first">The module adds <strong>Subcontracting</strong> section in product form view and <strong>Subcontracting - Automate Time Entries</strong> checkbox.</p>
</li>
<li><p class="first">The module adds 2 fields in vendor form view, Purchase section:</p>
<blockquote>
<ul class="simple">
<li>Subcontracting - Automate Time Entries (checkbox).</li>
<li>Employee for Time Entries (required if first field is checked).</li>
</ul>
</blockquote>
<p>This employee is used to create the timesheet.</p>
</li>
<li><p class="first">The module adds new field in task status (<strong>Create Subcontractors Time Entries</strong>).</p>
</li>
<li><p class="first">When the task passes to a status in which the box <strong>Create Subcontractors Time Entries</strong> is checked, the system verifies following conditions to create time entries automatically:</p>
<ul class="simple">
<li>The subcontracting PO is in <cite>Purchase Order</cite> or <cite>Done</cite> status.</li>
<li>The PO Vendor has the box <strong>Subcontracting - Automate Time Entries</strong> checked</li>
<li>The article selected in the PO has the box <strong>Subcontracting - Automate Time Entries</strong> checked.</li>
<li>The PO line has not already generated an automated time entry for this task.</li>
</ul>
</li>
</ul>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p>Create a service type product and go to <cite>Purchase</cite> tab then under the <cite>Subcontracting</cite> Section, check the box <strong>Automate Time Entries</strong></p>
<blockquote>
<img alt="static/description/product_automate_time_entries_checked.png" src="static/description/product_automate_time_entries_checked.png" />
</blockquote>
<p>In a vendor form view, go to the <cite>Sales & Purchases</cite> tab and under <cite>Purchase</cite> section, check the box <strong>Subcontracting - Automate Time Entries</strong>.
A new field <strong>Employee for Time Entries</strong> is displayed, select an employee.
This employee is used to create the timesheet.</p>
<blockquote>
<img alt="static/description/vendor_auomate_time_entries_checked.png" src="static/description/vendor_auomate_time_entries_checked.png" />
</blockquote>
<p>As a user with Extra <cite>Rights / Technical Features</cite>, go to <cite>Project > Configuration > Stages</cite>.
Create a new stage and check <strong>Create Subcontractors Time Entries</strong> box.</p>
<blockquote>
<img alt="static/description/stage_create_subcontracting_time_entries_checked.png" src="static/description/stage_create_subcontracting_time_entries_checked.png" />
</blockquote>
<p>From a task, go to <cite>Outsourcing > Purchase Orders</cite> section, click on <cite>New Po</cite> button to create an outsourcing PO.</p>
<blockquote>
<img alt="static/description/task_create_outsourcing_po.png" src="static/description/task_create_outsourcing_po.png" />
</blockquote>
<p>Select the vendor and the product previously created. Then confirm the PO.</p>
<blockquote>
<img alt="static/description/created_po.png" src="static/description/created_po.png" />
</blockquote>
<p>Pass the task to <cite>Client Test</cite> status previously created, a new line will be created automatically in <cite>Timesheets</cite> tab.</p>
<blockquote>
<img alt="static/description/task_with_timesheet_created_automatically.png" src="static/description/task_with_timesheet_created_automatically.png" />
</blockquote>
<p>Create a second PO from the same task with previously created vendor and product. Then confirm the order.
Since the task is already in a status with <cite>create subcontracting time entries</cite> checked, a new timesheet will be created automatically from the PO.</p>
<blockquote>
<img alt="static/description/task_with_timesheet_created_automatically_2.png" src="static/description/task_with_timesheet_created_automatically_2.png" />
</blockquote>
<p>A note is added to the PO logs to inform that a time entry has been created automatically for the PO.</p>
<blockquote>
<img alt="static/description/po_chatter_log_note.png" src="static/description/po_chatter_log_note.png" />
</blockquote>
<a name="contributors"></a>
<h2><a class="toc-backref" href="#id3">Contributors</a></h2>
<ul class="simple">
<li>Numigi (tm) and all its contributors (<a class="reference external" href="https://bit.ly/numigiens">https://bit.ly/numigiens</a>)</li>
</ul>