<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 allows to manage Subcontracting Automation Datas from the parent company for all associated contacts.</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 &amp; 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>If a vendor is associated to a company, the Subcontracting Automation Datas are managed on the parent company.</p> <blockquote> <img alt="static/description/subcontracting_auto_datas_managed_on_parent_company.png" src="static/description/subcontracting_auto_datas_managed_on_parent_company.png" /> <img alt="static/description/parent_company_subcontracting_datas.png" src="static/description/parent_company_subcontracting_datas.png" /> </blockquote> <p>As a user with Extra <cite>Rights / Technical Features</cite>, go to <cite>Project &gt; Configuration &gt; 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 &gt; 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>