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454 lines
13 KiB
HTML
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</head>
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<body>
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<div class="document" id="dates-planning-in-sales-order-lines">
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<h1 class="title">Dates planning in sales order lines</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:8f9fea88f3275fcbe5a535f86aaff7a8ef2f645719f47dd5bbd4c6523269b371
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/timesheet/tree/16.0/sale_timesheet_timeline"><img alt="OCA/timesheet" src="https://img.shields.io/badge/github-OCA%2Ftimesheet-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/timesheet-16-0/timesheet-16-0-sale_timesheet_timeline"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/timesheet&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module allows to plan in advance the start/end dates and assignees for the sales
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order lines that are services, and they are transferred to the created task (if any)
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when confirming the order.</p>
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<p>It includes a timeline view for pre-viewing and managing the planning.</p>
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<p>In addition, this planning is shown in the order portal view.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-2">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
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<ol class="arabic simple">
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<li>Go to Sales > Orders > Quotations</li>
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<li>Create a new record.</li>
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<li>Add a line with a product of type “Service”.</li>
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<li>A new smart-button “Planning” will appear.</li>
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<li>On optional fields, you will find 3 fields for setting manually the planning data:
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“Task Start”, “Task End” and “Task Assignees”.</li>
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<li>You can also click on the “Planning” button and plan the dates visually in the
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timeline view.</li>
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</ol>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#toc-entry-2">Known issues / Roadmap</a></h1>
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<ul class="simple">
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<li>Timeline visualization in portal.</li>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/timesheet/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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<a class="reference external" href="https://github.com/OCA/timesheet/issues/new?body=module:%20sale_timesheet_timeline%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
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<ul class="simple">
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<li>Tecnativa</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
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<ul>
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<li><p class="first"><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:</p>
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<blockquote>
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<ul class="simple">
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<li>Pedro M. Baeza</li>
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</ul>
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</blockquote>
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</li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org">
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<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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</a>
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/timesheet/tree/16.0/sale_timesheet_timeline">OCA/timesheet</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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</div>
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</div>
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</div>
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