Daily updates from Odoo
Wednesday, February 12, 2020
1 change · master
New functionality added to Odoo
Helpdesk users can now create a sales order directly from eligible tickets, making it easier to invoice time spent without navigating through linked tasks or projects. New defaults, demo data, and batch invoicing support streamline the full ticket-to-invoice flow for service teams.
Original PR description
======= Purpose ======= Currently to invoice time spent on tickets the user has to somehow guess that he needs to open the task set on the ticket in order to invoice his time. The goal of this task…
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Purpose
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Currently to invoice time spent on tickets the user has to somehow guess that he needs to open the task set on the ticket in order to invoice his time.
The goal of this task is to have a shortcut to create an SO directly from the ticket without needing to go through the project task.
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Specifications
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- Add a 'Create Sales Order' non-primary button on helpdesk tickets
- only visible if the 'Time Reinvoicing' feature is enabled on the helpdesk team
- and if the user has at least the Sales > Own documents access right level
- and if the sale_order_id field is not set and allow_billable is false on the project selected on the ticket
- or if the sale_line_id field is not set on the task selected on the ticket (= this condition is void if a task isn't set on the ticket)
- and allow_billable is true on the project selected on the ticket
- Clicking on the button should open one of the following modals:
- if allow_billable is true on the project selected on the ticket (current modal we have for project tasks)
- if allow_billable is false on the project selected on the ticket (current modal we have for projects)
- Prefill the partner_id field with the one set on the ticket
- Projects created on the fly from Helpdesk tickets should have allow_timesheets,, allow_timesheet_timer and allow_billable set to true by default
- set 'Service on Timesheet' as the default value for timesheet_product_id
- Rename the 'Sales Order' field into 'Ref. Sales Order'
- Add some demo data to showcase this feature