<h1 class="title">Project Material</h1> <p>This module enables to consume material (products) on a task.</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="#warehouse-configuration" id="id1">Warehouse Configuration</a></li> <li><a class="reference internal" href="#task-material-tab" id="id2">Task Material Tab</a></li> <li><a class="reference internal" href="#consumption-stock-picking" id="id3">Consumption Stock Picking</a></li> <li><a class="reference internal" href="#preparation-step" id="id4">Preparation Step</a><ul> <li><a class="reference internal" href="#preparation-types" id="id5">Preparation Types</a></li> <li><a class="reference internal" href="#task-material" id="id6">Task Material</a></li> </ul> </li> <li><a class="reference internal" href="#material-list-view" id="id7">Material List View</a><ul> <li><a class="reference internal" href="#deleting-a-line" id="id8">Deleting a Line</a></li> <li><a class="reference internal" href="#changing-the-task" id="id9">Changing the Task</a></li> <li><a class="reference internal" href="#project-smart-button" id="id10">Project Smart Button</a></li> <li><a class="reference internal" href="#duplicating-a-task" id="id11">Duplicating A Task</a></li> </ul> </li> <li><a class="reference internal" href="#contributors" id="id12">Contributors</a></li> </ul> </div> <a name="warehouse-configuration"></a> <h2><a class="toc-backref" href="#id1">Warehouse Configuration</a></h2> <p>As member of the group <code>Stock / Manager</code>, I go to the form view of my warehouse.</p> <p>In the <code>Warehouse Configuration</code> tab, I see a field <code>Consumption</code>.</p> <img alt="static/description/warehouse_form.png" src="static/description/warehouse_form.png" /> <p>I let the default option <code>Direct Consumption From Stocks (1 step)</code>.</p> <p>One route is created automatically by the system for the material consumption.</p> <img alt="static/description/consumption_route.png" src="static/description/consumption_route.png" /> <a name="task-material-tab"></a> <h2><a class="toc-backref" href="#id2">Task Material Tab</a></h2> <p>As member of the group <code>Project / User</code>, I go to the form view of a task.</p> <p>I see a <code>Material</code> containing a table of products to consume for this task.</p> <img alt="static/description/task_material_tab.png" src="static/description/task_material_tab.png" /> <p>I can only select stockable or consumable products.</p> <p>I add the products required for the task, then I click on <code>Save</code>.</p> <img alt="static/description/task_material_tab_with_products.png" src="static/description/task_material_tab_with_products.png" /> <p>Because I did not fill the field <code>Planned Date</code>, the following error message appears.</p> <img alt="static/description/task_planned_date_error_message.png" src="static/description/task_planned_date_error_message.png" /> <p>I fill the <code>Planned Date</code> field, then I click on <code>Save</code>.</p> <img alt="static/description/task_with_planned_date.png" src="static/description/task_with_planned_date.png" /> <p>After saving, a new smart button <code>Stock Pickings</code> appears.</p> <img alt="static/description/task_stock_picking_smart_button.png" src="static/description/task_stock_picking_smart_button.png" /> <a name="consumption-stock-picking"></a> <h2><a class="toc-backref" href="#id3">Consumption Stock Picking</a></h2> <p>After clicking on the button, I see the form view of a stock picking.</p> <img alt="static/description/stock_picking_form.png" src="static/description/stock_picking_form.png" /> <ul class="simple"> <li>The project and task were propagated to the picking.</li> <li>The planned date from the task was propagatted to the scheduled date of the picking.</li> </ul> <p>I validate the stock picking.</p> <img alt="static/description/stock_picking_form_done.png" src="static/description/stock_picking_form_done.png" /> <p>Back to the task, I notice that the consumed quantities were updated.</p> <img alt="static/description/task_with_consumed_qty.png" src="static/description/task_with_consumed_qty.png" /> <a name="preparation-step"></a> <h2><a class="toc-backref" href="#id4">Preparation Step</a></h2> <p>Since version <code>1.1.0</code> of the module, a <code>Preparation</code> step is introduced to the <code>Consumption</code> route.</p> <p>To use this step, as <code>Inventory / Manager</code>, I go to the form view of a warehouse.</p> <p>I notice a new option <code>Prepare the stock before consumption (2 steps)</code>.</p> <img alt="static/description/warehouse_form_2_steps.png" src="static/description/warehouse_form_2_steps.png" /> <p>I select this option.</p> <p>A new field <code>Preparation Location</code> appears.</p> <blockquote> <p>When selecting the 2 steps options, the preparation location is mandatory.</p> <p>However, if the warehouse was never created, no location exist for this warehouse. Therefore, the warehouse must be created (saved) before selecting the 2 steps option.</p> </blockquote> <img alt="static/description/warehouse_form_preparation_location.png" src="static/description/warehouse_form_preparation_location.png" /> <p>I create a new location for preparations.</p> <img alt="static/description/preparation_location_form.png" src="static/description/preparation_location_form.png" /> <blockquote> The parent location must be another location under the warehouse. The location type must be <code>Internal Location</code>.</blockquote> <p>Optionaly, you may select an existing stock location of your warehouse.</p> <a name="preparation-types"></a> <h3><a class="toc-backref" href="#id5">Preparation Types</a></h3> <p>When selecting the preparation step, 2 new types of operations are added to the warehouse:</p> <ul class="simple"> <li>Preparations</li> <li>Preparation Returns</li> </ul> <img alt="static/description/preparation_picking_types.png" src="static/description/preparation_picking_types.png" /> <a name="task-material"></a> <h3><a class="toc-backref" href="#id6">Task Material</a></h3> <p>When adding new material lines to a task, 2 pickings are generated:</p> <ol class="arabic simple"> <li>The preparation picking</li> <li>The consumption picking</li> </ol> <img alt="static/description/task_2_step_picking_smart_buttons.png" src="static/description/task_2_step_picking_smart_buttons.png" /> <p>By clicking on <code>Preparations</code>, I am redirected to the form view of the preparation picking.</p> <img alt="static/description/preparation_picking_form.png" src="static/description/preparation_picking_form.png" /> <p>If products are returned from the preparation step, a new smart button is added to show the <code>Preparation Return Picking</code>:</p> <img alt="static/description/task_return_picking_smart_button.png" src="static/description/task_return_picking_smart_button.png" /> <p>By clicking on <code>Preparation Returns</code>, I am redirected to the form view of the return picking.</p> <img alt="static/description/preparation_return_picking_form.png" src="static/description/preparation_return_picking_form.png" /> <a name="material-list-view"></a> <h2><a class="toc-backref" href="#id7">Material List View</a></h2> <p>Since version <code>1.2.0</code> of the module, a new list view of all task material is available.</p> <img alt="static/description/global_material_list_view.png" src="static/description/global_material_list_view.png" /> <p>This list is available from both <code>Inventory / Report</code> and <code>Project / Report</code> menus.</p> <p>It allows to add new material lines or modify the initial quantity on existing lines.</p> <a name="deleting-a-line"></a> <h3><a class="toc-backref" href="#id8">Deleting a Line</a></h3> <p>It however does not allow to delete a line. If you need to delete material, you must go to the form view of the task and delete it.</p> <a name="changing-the-task"></a> <h3><a class="toc-backref" href="#id9">Changing the Task</a></h3> <p>The task and project on an existing line are not modifiable.</p> <p>If you need to change the task of a material line, you may delete it or set its quantity to zero. Then, recreate it with the proper project and task.</p> <a name="project-smart-button"></a> <h3><a class="toc-backref" href="#id10">Project Smart Button</a></h3> <p>From the form view of a project, a smart button allows to access the material related to this project.</p> <img alt="static/description/project_material_smart_button.png" src="static/description/project_material_smart_button.png" /> <img alt="static/description/project_material_list.png" src="static/description/project_material_list.png" /> <a name="duplicating-a-task"></a> <h3><a class="toc-backref" href="#id11">Duplicating A Task</a></h3> <p>When duplicating a task, material lines are also duplicated in the new task.</p> <p>The field <code>Planned Date</code> is set to <code>2099-01-01</code> (a date far in the future).</p> <p>Also, procurements are temporarily blocked.</p> <img alt="static/description/duplicated_task.png" src="static/description/duplicated_task.png" /> <p>When changing the project on the form view, the procurements are automatically enabled.</p> <img alt="static/description/duplicated_task_with_procurement_enabled.png" src="static/description/duplicated_task_with_procurement_enabled.png" /> <p>Otherwise, you may also uncheck the <code>Procurement Disabled</code> box manually.</p> <a name="contributors"></a> <h2><a class="toc-backref" href="#id12">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>