Sales Timesheet UX

• We added a warning when changing the sales order line in tasks when it has unvalidated analytical lines (timesheets)

• When confirming a sale order with a product with Product Type = "Service" and Create on Order = "Project & Task", if the SO has an analytic account that is related to one project, then the system won't create a new project but use the analytic's account project to create the task inside.

• When confirming a sale order with a product with Product Type = "Service" and Create on Order = "Project & Task", the project and the task will remain related to the SO and the customer will remain related to the project (stays related in the backend even though is hidden by default) when "Billable" is turned off from the project settings (works both for a new proyect and task as for a new task in an existing proyect).

• When (and only when) "Billable" is active can't be edited. Instead adds a button to change its value with an alert message to confirm the disabling of the "Billable" option in the project settings.

• Se protegen las lineas de las ordenes de ventas que estan asociadas a los partes de horas en los siguientes casos (no se borran las horas imputadas a esa linea de la OV) (esta proteccion se habilita desde las configuraciones del parte de horas):

  1. Si a un proyecto se le desmarga el facturable en su configuración: si un proyecto esta como facturable, y tiene tareas con partes de horas asociados a ordenes de venta, al destildarle el facturable la orden de venta seguira teniendo cargadas las horas imputadas en esa tarea.
  2. Se elimina el partner, la cuenta analitica o el item de la orden de venta del proyecto.
  3. Se elimina el partner, la cuenta analitica, el item de la orden de venta o el proyecto de la tarea.
  4. Se elimina el partner, el proyecto, el item de la orden de venta o la cuenta analítica del ticket.
  5. Si se edita manualmente el item de la orden de venta en un parte de horas, entonces se guardará el valor seleccionado de manera manual y no el que trae por defecto el parte de horas.

Installation

To install this module, you need to:

1. Just install module.

Configuration

To configure this module, you need to:

1. Nothing to configure

Usage

Bug Tracker

Bugs are tracked on GitHub Issues. 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.

Credits

Images

• ADHOC SA

Contributors

Maintainer

This module is maintained by the ADHOC SA.

To contribute to this module, please visit https://www.adhoc.com.ar.