diff --git a/business_requirement_deliverable/README.rst b/business_requirement_deliverable/README.rst index 1c953869a..2b5680c9d 100644 --- a/business_requirement_deliverable/README.rst +++ b/business_requirement_deliverable/README.rst @@ -16,6 +16,9 @@ Two new concepts complement the main business requirements model: * Deliverable lines * Resource lines +A field for pricelist estimation is available in the partner to be used in Deliverable +and Resources lines valuation to customers. + What is a Deliverable Line? --------------------------- @@ -43,8 +46,7 @@ Resources Lines (RL) are the different tasks or procurements needed to achieve o * Procurement of other physical goods (server, etc.) * Procurement of other virtual goods (templates, sub-contracting, etc.) -RL directly depends on the DL. - +RL depends on the DL or directly on BR .. figure:: ../business_requirement_deliverable/static/img/bus_req_resource.png :width: 600 px @@ -102,24 +104,39 @@ Configuration Users ----- -No specific ACL are required for the module. +Estimation Pricelist: user can see the Sales price and revenue of the BR. Master project -------------- -You can define a master project linked to the business requirement. +You can define a master project linked to the business requirement. Default Customer +from the project will be used to populate the BR. The customer can be changed if necessary. + +Valuation of the Deliverable and Resources lines +------------------------------------------------ +When writing a BR the user has the possibility to add Deliverable and Resources lines. +To value the Deliverable lines, you can specify an estimation price list in the customer, +which will be used in 2 main places: -You have to specify a estimation price list in the master project, used for -deliverable price management. If no pricelist is specified in the project, -the one from the customer associated will be used. +* In Deliverable lines if the deliverable product is in pricelist +* In Resource lines if you want to value your deliverable from the resources + +NB: Here is the way Odoo will get a price in Deliverable and Resources Lines: + +#. If the Estimation Pricelist field is not empty use the Estimation pricelist +#. If empty, use the standard customer pricelist field +#. If no pricelist available (for example no customer defined in the project), use + the product Sales price. Usage ===== -#. In the BR, you can add as many deliverable lines as necessary. Price of the deliverable lines will depend on the pricelist in master project or customer. +#. In the BR, you can add as many deliverable lines as necessary. Price of the deliverable + lines will depend on the pricelist(s) in customer. -#. Once the deliverable lines are created you can create as many resources lines as necessary in each DL. Cost price of the product will apply +#. Once the deliverable lines are created you can create as many resources lines as necessary + in each DL. Cost price of the product will apply #. in RL you can already assign the responsible of the task if necessary @@ -132,7 +149,6 @@ Usage :alt: Try me on Runbot :target: https://runbot.odoo-community.org/runbot/222/8.0 - Bug Tracker =========== @@ -140,6 +156,11 @@ Bugs are tracked on `GitHub Issues + + + + + + res.partner.product.property.form.inherit + res.partner + + + + + + + + + +