diff --git a/README.rst b/README.rst index 0c1890ed02353285049f51f8d82774f66f596093..5d89340f7af2c5c2e2501c416a2b8f1304309ec1 100644 --- a/README.rst +++ b/README.rst @@ -7,37 +7,47 @@ Le Filament Link Sale to Project ================= -This module allows the creation and the update of projects and tasks associated to a sale order manually. -New feature has been added to manage product to link independently product to project and tasks. +This module provides a new functionality to transform your sale order in projects and tasks (and to update those in case sale order is updated) -This module extends the functionality of the *sale_service* and *lefilament_projets* modules, a new type of the service tracking product has been added to manage the manual creation of a new project for each order. +Product template has been enhanced, invoicing policy section in order to set how each product should behave when transformed from sale order to project/task. + +This module depends upon *sale_service* and *lefilament_projets* modules. Configuration ===== -#. Go to Sales -> Products and create a product with type Service, check also option 'Create a project and link tasks'. +1. In *Sales > Products* when creating a product of Service type, in *Invoicing > Invoicing policy* you can now use an extra *track service* named 'Create a project and link tasks'. + +:: + Note : the existing *track services* are preserved and can still be used together with the following options, the new service was created in order not to track hours as delivered in sale order. As a remainder for the existing types: + Manual : delivered quantities are manually set on sale order line + Timesheet : hours spent on project with the same customer are reported in the sale order as delivered quantities + Task : Create a task in a specific project (if filled) and reports hours from this task in delivered quantities + + Now you can add project and task type for this product. -- If a project and a task type are selected, when click on new button "Create project" on the sale view, automatically, a task has been created on the corresponding project and task type. -- If no project and no task type are selected, when click on new button "Create project" on the sale view, a new project and a new task are created. Possibility to choose an existing project or create a new one. -#. Go to Sales settings via under Configuration >> Settings. -Set Default Stage for created tasks. -Possibility no follow or not the timesheet on tasks. -If "Do not track delivered quantity" option is selected, no track on timesheet -If "Standard operation for tracking delivered quantitiy based on time spent on project tasks" selected, timesheet is tracked on sale line -#. Go to stage settings via Project menu >> Stages option. Open/create new stage form and check "Default step" in order assign stage in new project created -#. Go to Project settings via under Configuration >> Configuration. -Possibility to set a default "Alias prefix" +- If you select none, when creating a project from sale order, a wizard will propose you to select an existing project or to create a new one and a task will be created inside that project with the content of your sale order line description. +- When selecting here a project and a task type, when creating a project from sale order, a new task with the content of the sale order line description will be created inside the defined project with defined task type. + +#. In *Sales > Configuration > Settings* you can now configure the default task type / stage you want to use when creating task associated to a sale order line. + +#. In *Project > Configuration > Stages* a new boolean field case_default / Default step has been added to each stage to define which stages should be added by default to any new project. + +#. In *Project > Configuration > Configuration* an *alias prefix* has been added so that new projects will have an e-mail alias prefixed with this field Usage ===== -#. Go to Sales -> Sales Orders and create new with a service product with new option track service selected. -#. Confirm Sale Order. A new button appears allowing to create a new project -#. Click on the new button, wizard opens, possibility to choose an existing project or define a new one -#. After validation, new project assigned and corresponding tasks created. New button appeard to "Update tasks" -#. When Update tasks, if line updated or new line added, corresponding project and/or tasks are updated +1. Configure your Odoo instance as described in previous section + +#. On each confirmed sale order you find a new button to *Create Project* that will open a wizard to select existing project or creating a new one. Tasks would be assigned to selected project, with associated scheduled time (depending on sale price / daily cost configured in Project configuration) + +#. You can also follow the various tasks and timesheets associated to that sale order + +#. On sale order line update, click on button *Update tasks* to update projects and tasks associated with this sale order. + Credits