Description

• The module allows to re-imput the subcontracting times automatically, or not to do so, depending on the article, task status, purchase status and vendor.

• The module adds Subcontracting section in product form view and Subcontracting - Automate Time Entries checkbox.

• The module adds 2 fields in vendor form view, Purchase section:

  • Subcontracting - Automate Time Entries (checkbox).
  • Employee for Time Entries (required if first field is checked).

  This employee is used to create the timesheet.

• The module allows to manage Subcontracting Automation Datas from the parent company for all associated contacts.

• The module adds new field in task status (Create Subcontractors Time Entries).

• When the task passes to a status in which the box Create Subcontractors Time Entries is checked, the system verifies following conditions to create time entries automatically:

  • The subcontracting PO is in Purchase Order or Done status.
  • The PO Vendor has the box Subcontracting - Automate Time Entries checked
  • The article selected in the PO has the box Subcontracting - Automate Time Entries checked.
  • The PO line has not already generated an automated time entry for this task.

Usage

Create a service type product and go to Purchase tab then under the Subcontracting Section, check the box Automate Time Entries

In a vendor form view, go to the Sales & Purchases tab and under Purchase section, check the box Subcontracting - Automate Time Entries. A new field Employee for Time Entries is displayed, select an employee. This employee is used to create the timesheet.

If a vendor is associated to a company, the Subcontracting Automation Datas are managed on the parent company.

As a user with Extra Rights / Technical Features, go to Project > Configuration > Stages. Create a new stage and check Create Subcontractors Time Entries box.

From a task, go to Outsourcing > Purchase Orders section, click on New Po button to create an outsourcing PO.

Select the vendor and the product previously created. Then confirm the PO.

Pass the task to Client Test status previously created, a new line will be created automatically in Timesheets tab.

Create a second PO from the same task with previously created vendor and product. Then confirm the order. Since the task is already in a status with create subcontracting time entries checked, a new timesheet will be created automatically from the PO.

A note is added to the PO logs to inform that a time entry has been created automatically for the PO.

Contributors

• Numigi (tm) and all its contributors (https://bit.ly/numigiens)