[tryton-dev] Sort by function fields
Hi, I was trying to find some documentation for sort by functional field (specially for selection, many2one). I have added searcher to the functional field but I think something more is needed. Thanks in advance! -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/c766e119-5009-4b91-846b-462c68b32398%40googlegroups.com.
[tryton-dev] Use of PYSONEncoder on printed reports
Hi, I was using PYSONEncoder with Wizards to open custom actions with dates as context and it works well. But when I was use it with wizards but with reports this doesn't filter according to the context (dates). I read the docs about PYSONENCODER [1] but I didn't find any recommendation to use it with printed reports. BTW, I am still working on a printed version of Balance Sheet, you can check the module here [2] and see the use of PYSONEncoder. Any help will be usefull. [1] http://doc.tryton.org/4.8/trytond/doc/ref/pyson.html?highlight=pysonencoder#encoder-and-decoder [2] https://github.com/iehoshia/training_iesa/blob/master/account_report/ -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/97ce2df3-ebfa-4bb4-a35f-f3c34eed0443%40googlegroups.com.
Re: [tryton-dev] Generate General Balance Report and Income Statement
I want to create General Balance Reports like this [1]. Like I said, I have already created the report but I need ideas how to order the records. The logic is like this: 1. Create a wizard to select fiscalyear and root account (similar when create a plan from template). 2. Select the childs of these root account and display it in the correct order because the records are ordered by id or sequence or name, but not with the correct tree order (parent / child). I think this could be made recursive but I still working on that, any suggestion is welcome. You can see the module here [2] [1] http://1.bp.blogspot.com/-ENe5ICLa_DM/Tcp42FzmpNI/AKM/LhRp0RUukbM/s1600/BALANCE+SHEET.png [2] https://github.com/iehoshia/training_iesa/tree/master/account_report El miércoles, 27 de junio de 2018, 8:03:04 (UTC-6), Sergi Almacellas Abellana escribió: > El 27/06/18 a les 01:34, Josias Pérez ha escrit: > > I have already created a report for account.account.type but I have doubts > > on how to order the data to print, I was thinking something like tree view > > but in a printed report, I will be perfect. > > > > Normally a report work with the selected records. So the user selects > the records she wants to print and then the template is rendered for > each one of. > > In your case, you can include the type childs if interested. > > BTW, Could you explain which report are you going to develop? Maybe it's > interesting for other and can be included on account module. -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/9e897912-c67c-435e-b7bb-e5b00e5d1943%40googlegroups.com.
Re: [tryton-dev] Generate General Balance Report and Income Statement
I have already created a report for account.account.type but I have doubts on how to order the data to print, I was thinking something like tree view but in a printed report, I will be perfect. -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/fa77cde9-3acd-4fe5-ab3a-c07845039402%40googlegroups.com.
[tryton-dev] Print from custom button
Hi, I have a custom module with transitions controlled by buttons. In the last transition I need that the active record is printed. I have already created a report and it appear in the actions menu, but I want to print it with the button. Thanks in advance! -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/5009cb2d-fa06-4b08-86ca-e7535291b4c5%40googlegroups.com.
[tryton-dev] Import data from CSV
Hi, I was trying to import data with CSV with a multi-company stage and all the companies with the same accounting plan. I'm trying to import a file that require to import the a group of accounts but I found with an error that say that encounter many ocurrences. I dont know how to import that. At the same time, I need to import with a tree structure child / parent. Actually I do it manually one by one (first parent and after the child) because if I put all together I can not import that (the parent doesn't be found and can create the child). I was reading [1] but I think is a different case to import. Any help will be usefull. [1] https://groups.google.com/forum/#!searchin/tryton-dev/import%7Csort:date/tryton-dev/l_OlrlD1f48/Vtm-kcrjAAAJ -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/5f23fc91-b895-45be-97b1-091114f1e5af%40googlegroups.com.
[tryton-dev] Generate General Balance Report and Income Statement
Hi, I would like to generate report for General Balance and Income Statement. The report is generated from account.account.type and I can have all the field, but I would to stylize the report with different font size for parent/childs. Thanks in advance. -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/1a134279-1bd8-466e-8b6b-105395f21fbc%40googlegroups.com.
Re: [tryton-dev] Consolidated reports
Thanks for the info Cédric, and sorry for this [1]. How could we start to adapt the get_multivalue method and how this affect Access Rules? I'm not sure if this in only a feature but if multi-company is supported, a user can have many companies assigned to this and in the Preferences screen an option to change company as needed. I know that that multi-company affect to sales, invoices, inventories and more, so, could you give us a guideline on which modules start to develop this? El domingo, 25 de marzo de 2018, 4:35:02 (UTC-6), Cédric Krier escribió: > On 2018-03-24 21:26, Josias Pérez wrote: > > I was reading discussion [1] and maybe we could know what is the status of > > the issues: > > > > - property field: it will not be possible to have correct > > multi-company when we still have those shitty fields. > > This has been done in https://bugs.tryton.org/issue2349 which is linked > to https://bugs.tryton.org/issue4080 > > > - context: in base we should never depend on context. > > This has not yet been done. It is about using get_multivalue method > instead of using field attribute to get the value of the MultiValue > field. > I think the best way to process is to review module by module and create > one issue per module for the patch. > > > - user.company: in base we should never depend on this. > > I think it is almost gone but the source tree should be verified. > > > > PS: Please do not top-post on this mailing list, see > http://groups.tryton.org/netiquette > > -- [1] http://groups.tryton.org/netiquette [2] https://github.com/tryton/company/blob/057e8b4749159c6bec255b712d45e50d2361646b/model.py#L11 -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/44633b51-9efa-4c51-a8d7-9fb35ebbbce8%40googlegroups.com.
Re: [tryton-dev] Consolidated reports
Reading the issue history, the last update is 2016-04-25, so, IMHO, it's time to work on improving its functionality. I'm interesting in colaborate on that, as a developer or as a sponsor, maybe not the main, but, for start point. I was reading discussion [1] and maybe we could know what is the status of the issues: - property field: it will not be possible to have correct multi-company when we still have those shitty fields. - context: in base we should never depend on context. - user.company: in base we should never depend on this. Each comment will be welcome. [1] https://groups.google.com/forum/#!topic/tryton-dev/prpZY4rGCug/discussion El viernes, 23 de marzo de 2018, 8:10:03 (UTC-6), Cédric Krier escribió: > On 2018-03-21 11:28, Josias Pérez wrote: > > Hi, > > > > I want to ask if someone has made some development to this post [1] ? > > > > I'm interesting in start the development, if someone has already started I > > want to join forces to multi-company consolidated reports. Is there is a > > blueprint is good start point. > > > > I will wait for news. > > I think this can only be developed once this [1] multi-company issue is > generally fixed. This will require to ensure that MultiValue in the code > are properly called using the get_multivalue method instead of accessing > the field with the global context. > > > [1] https://bugs.tryton.org/issue4080 > > -- > Cédric Krier - B2CK SPRL > Email/Jabber: cedric.kr...@b2ck.com > Tel: +32 472 54 46 59 > Website: http://www.b2ck.com/ -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/baba7907-19f3-4d07-bba2-7abd98ba42c4%40googlegroups.com.
[tryton-dev] Consolidated reports
Hi, I want to ask if someone has made some development to this post [1] ? I'm interesting in start the development, if someone has already started I want to join forces to multi-company consolidated reports. Is there is a blueprint is good start point. I will wait for news. [1] https://discuss.tryton.org/t/consolidation-reports/297 -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/0d28a8f9-9046-42cf-8d72-6e97ace8a350%40googlegroups.com.
[tryton-dev] Add sum widget in SAO
Hi, I was reading the docs about add the sum of a field on the bottom of list in tree view [1], but this only work on desktop client not in web. Is there a way to activate it, or how can I customize this to add the sum to tree view? Thanks in advance! [1] http://doc.tryton.org/4.6/trytond/doc/topics/views/index.html#id2 Sum -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/7eb95f5a-7d54-4074-94cf-18e4f639b38c%40googlegroups.com.
[tryton-dev] Re: Call a Functional Field from another module
With the code describe above I receive the follow error message: Traceback (most recent call last): File "/opt/cr/local/lib/python2.7/site-packages/trytond/protocols/dispatcher.py", line 165, in _dispatch result = rpc.result(meth(*c_args, **c_kwargs)) File "/opt/cr/local/lib/python2.7/site-packages/trytond/model/modelsql.py", line 780, in read getter_result = getter_results[fname] TypeError: 'Decimal' object has no attribute '__getitem__' February 2018, 15:55:07 (UTC-6), Josias Pérez escribió: > Hi, > > I would appreciate if could tell how I can call a functional field from > another module, in this case, I need to call the payable function field from > account module. > > The code is the follow: > > currency_digits = fields.Function(fields.Integer('Currency Digits'), > 'get_currency_digits') > > receivable = fields.Function( > fields.Numeric('Por cobrar', > digits=(16, Eval('currency_digits', 2)), > depends=['currency_digits']), > 'get_receivable_payable') > > @classmethod > def get_currency_digits(cls, parties, name): > pool = Pool() > Company = pool.get('company.company') > company_id = Transaction().context.get('company') > if company_id: > company = Company(company_id) > digits = company.currency.digits > else: > digits = 2 > return {p.id: digits for p in parties} > > @classmethod > def get_receivable_payable(cls, subscriptions, names): > for subscription in subscriptions: > if subscription.party: > amount = subscription.party.receivable > return amount > else: > return 0 > > I'm trying to get the value of the payable field of account module. [1] > > Thanks in advance! > > [1] https://github.com/tryton/account/blob/develop/party.py#L75 -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/fbd895a3-a327-4497-a282-3e8d7f8f7914%40googlegroups.com.
[tryton-dev] Call a Functional Field from another module
Hi, I would appreciate if could tell how I can call a functional field from another module, in this case, I need to call the payable function field from account module. The code is the follow: currency_digits = fields.Function(fields.Integer('Currency Digits'), 'get_currency_digits') receivable = fields.Function( fields.Numeric('Por cobrar', digits=(16, Eval('currency_digits', 2)), depends=['currency_digits']), 'get_receivable_payable') @classmethod def get_currency_digits(cls, parties, name): pool = Pool() Company = pool.get('company.company') company_id = Transaction().context.get('company') if company_id: company = Company(company_id) digits = company.currency.digits else: digits = 2 return {p.id: digits for p in parties} @classmethod def get_receivable_payable(cls, subscriptions, names): for subscription in subscriptions: if subscription.party: amount = subscription.party.receivable return amount else: return 0 I'm trying to get the value of the payable field of account module. [1] Thanks in advance! [1] https://github.com/tryton/account/blob/develop/party.py#L75 -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/103a12c0-6333-4294-9598-ac63e31ea937%40googlegroups.com.
Re: [tryton-dev] Search on One2Many field
El jueves, 8 de febrero de 2018, 9:55:45 (UTC-6), Sergi Almacellas Abellana escribió: > El 07/02/18 a les 23:01, Josias Pérez ha escrit: > > Hi, > > > > I have a custom module with the a One2Many field: > > > > > > class Agreement(ModelView, ModelSQL): > > "Agreement" > > __name__ = 'mod.agreement' > > > > date = fields.Date('Date') > > lines = fields.One2Many('disc.agreement.service', > > 'agreement','Services', > > ) > > > > class AgreementLine(ModelView, ModelSQL): > > "Agreement Line" > > __name___ = 'mod.agreement.line' > > > > agreement = fields.Many2One('Agreement') > > service = fields.Many2One('mod.service', 'Service') > > > > class Service(ModelView, ModelSQL): > > "Service" > > __name__ = 'mod.service' > > > > name = fields.Char('Name') > > > > Inside this class I have modified the search classmethod and I want to > > search Agreements by Service ('mod.service') in Agreement > > class('mod.agreement'), is this possible? > > Yes, you can "jump" between relations using a dot to represent a > relation. For example, the following example will allow you to return > all the agreement which conaint a line of a service named service: > > [('lines.service.name', '=', 'Service')] > > Hope it helps. > > -- > Sergi Almacellas Abellana > www.koolpi.com > Twitter: @pokoli_srk Works perfect! -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/4a8cef2d-f26e-4bb0-8fdd-e7abe39c7412%40googlegroups.com.
[tryton-dev] Search on One2Many field
Hi, I have a custom module with the a One2Many field: class Agreement(ModelView, ModelSQL): "Agreement" __name__ = 'mod.agreement' date = fields.Date('Date') lines = fields.One2Many('disc.agreement.service', 'agreement','Services', ) class AgreementLine(ModelView, ModelSQL): "Agreement Line" __name___ = 'mod.agreement.line' agreement = fields.Many2One('Agreement') service = fields.Many2One('mod.service', 'Service') class Service(ModelView, ModelSQL): "Service" __name__ = 'mod.service' name = fields.Char('Name') Inside this class I have modified the search classmethod and I want to search Agreements by Service ('mod.service') in Agreement class('mod.agreement'), is this possible? Thanks for your help and comments! -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/23cc3ee4-523c-43a3-a1bc-9220905be050%40googlegroups.com.
Re: [tryton-dev] set_context to @table_query from Report
This works well for me. Thanks! El 31/01/2018, 9:01:41 (UTC-6), Sergi Almacellas Abellana escribió: > El 31/01/18 a les 15:33, Josias Pérez ha escrit: > > I was thinking in something like the code below: > > > > In Report > > > > with Transaction().set_context(_check_access=False): > > date = data['date'] > > department = data['deparment'] > > Then you should have to surround the search with the set_context call: > > with Transaction().set_context( > date=data['date'], department=data['department']): >records = Model.search(domain) > > > > In table_query > > if Transaction().context.get('date'): > > where &= report.date >= Transaction().context['date'] > > if Transaction().context.get('department'): > > where &= report_line.department == > > Transaction().context['deparment'] > > > > But I dont know if it is possible or a good practice. > > Indeed the table query can be directly searched so you be able to > perform the following search on your get_records method: > > records = Model.search([ > ('date', '>=', data['date']), > ('department', '=', data['department']), > ]) > > For me this is the cleaner solution. > > -- > Sergi Almacellas Abellana > www.koolpi.com > Twitter: @pokoli_srk -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/1395ce4d-2284-47b4-84f4-fb6841e35fa0%40googlegroups.com.
[tryton-dev] set_context to @table_query from Report
Hi, I have a custom module with the follow definition: DepartmentLine Department (many2one to Deparment) Product Quantity Department Customer Date Lines (one2many to DepartmentLine) I have a custom report that call info from a table_query class DepartmentReport(Report): 'Report' __name__ = 'disc.report' @classmethod def _get_records(cls, ids, model, data): Report = Pool().get('disc.report.department.table') clause = '' clause = clause[:] date = data['date'] department = data['department'] if date: clause = [clause, ('date','>=',date) ] if department: clause = [clause, ('department','=',department) ] query = Report.search(clause, order=[('total', 'DESC')]) return query class ReportDepartmentTable(ModelSQL, ModelView): 'Report Department' __name__ = 'disc.report.department.table' group = fields.Many2One('disc.group', 'Group') department = fields.Many2One('disc.department', 'Department') total = fields.Numeric('Total') date = fields.Date('Date') @staticmethod def table_query(): pool = Pool() Report = pool.get('disc.report') report = Report.__table__() ReportLine = pool.get('disc.report.line') report_line = ReportLine.__table__() query = (report .join(report_line, condition=report_line.report == report.id) .select( Max(report_line.id * 1000).as_('id'), Max(report.create_uid).as_('create_uid'), Max(report.create_date).as_('create_date'), Max(report.write_uid).as_('write_uid'), Max(report.write_date).as_('write_date'), Max(report.department).as_('department'), report.date report_line.group, Sum(report_line.quantity).as_('total'), where=where, group_by= (report_line.group, report.date, ) ) ) return query The report works fine, with some detail, in different dates, I receive the following data Group 1 10#10/01 Group 1 15#15/01 Group 1 20#20/01 So, I want to group these result to show only Group 1 45 (which is the expected behavior), dates are not required in the report. I was thinking in add the method set_context to the report and send it to the table_query. In a table_query, without report, using an aditional class 'deparment.context' it works fine and give the expected results. Any help will be appreciated. -- You received this message because you are subscribed to the Google Groups "tryton-dev" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton-dev/89acabf4-2c07-4ce9-aac9-7b77cfe9f266%40googlegroups.com.
Re: [tryton-dev] tryton web services call from PHP via XML rpc
I'm interesting in that too, CRUD especially. 2014-10-10 1:21 GMT-06:00 frederic.lange...@coopengo.com: Hi devs, I m trying to call a tryton web service (for example create) via XML RPC from php but encountered somme issues. If someone already succeed in calling tryton from php, can you please provide an example? Thanks Frederic Langevin Coopengo -- Bendiciones. Josias Pérez.
[tryton-dev] Print 2 copies of a report
Hi tryton developers, I wanna ask you how to config tryton to print 2 reports automacticlly from a wizard. Especific from to print a payment from invoice. I can create a report, and order to print automacticlly, but not to print 2 (or more) copies. Thanks in advance!
[tryton-dev] Hide values on tree view.
Hi, I really appreciate if someone can help to hide values on tree view, but at the same time, that be search enter some information on the filters find the record. For example, in the invoice list hide all the record when load first time, but when search by reference or party, show the record related to the filter. Thanks in advance!
Re: [tryton-dev] Record rule question
HI Ced, On Monday, December 16, 2013 9:45:52 AM UTC-6, Cédric Krier wrote: On 15/12/13 19:33 -0800, Josias Pérez wrote: Hi, I only want to know how record rule work. For example, I have added to party.party and company.employee type field ('a', 'b' and 'global). With the follow rule ['OR', [( 'type' , 'in', ['global','a','b'] if user.employee.type == 'global' else [] )], [ ('type', '=', user.employee.type )] ] hide parties that doesnt belong to employee of the same type, and only show parties for employee types (global show all). On which Model does the rule apply? It's on party.party model. The question is: when a employee type 'a' for example, want to create a sale, tryton client say You can read records that doesn't exists. Probably the employe can not read the party of the company. The employee can read only parties with his 'type' (a, b, global). How control inherits in records to another models to prevent that message? I don't understand the question. Any way, record rules are very complex to manage, you should really have a good point to use them. And I really don't see why you should add such rule to party because party reflect the external world which is readable by everyone. We have differents types of clients, but, when the user can see only this own records types, specially in parties, invoices and sales. Let me know if the question its more clear. Its a very important thing to have control on what information can read every type of user. -- Cédric Krier - B2CK SPRL Email/Jabber: cedric...@b2ck.com javascript: Tel: +32 472 54 46 59 Website: http://www.b2ck.com/
[tryton-dev] Record rule question
Hi, I only want to know how record rule work. For example, I have added to party.party and company.employee type field ('a', 'b' and 'global). With the follow rule ['OR', [( 'type' , 'in', ['global','a','b'] if user.employee.type == 'global' else [] )], [ ('type', '=', user.employee.type )] ] hide parties that doesnt belong to employee of the same type, and only show parties for employee types (global show all). The question is: when a employee type 'a' for example, want to create a sale, tryton client say You can read records that doesn't exists. How control inherits in records to another models to prevent that message? Thanks in advance!
Re: [tryton-dev] Custom view on Many2Many relationship
Hi Guillem, I was talking with Zikzakmedia team about training module too. On Monday, December 2, 2013 11:43:46 AM UTC-6, Guillem Barba wrote: El 29/11/2013 7:24, Josias Pérez jep...@gmail.com javascript: va escriure: Hi, I was working on a module for course management. Hi Josias, There is a Blueprint [1] for a Training Verticalisation (the name can be changed) which base module should be good for you. Based on the diagram you supplied, you don't need Sessions in a Course but it should be possible. The blueprint is WiP. I have to complete it with invoicing requirements. I don't need it for now, but I can contribute in the development because I will use it. I want to contribute too with the development, I was been migrating the OERP training module, I the work is in https://github.com/iehoshia/trytond-training, feel free to contribute. Zikzakmedia team give a recommendation, distribute the functionality in diferents modules, training: Training basics; course, offer, sessions. * training_catalog: To manage course catalog. * training_subscription: To manage subscriptions on courses. * training_participation: To manage session and participation. * training_subscription_invoice: To manage invoices on courses. * training_room: To manage rooms and buildings * training_exam: To manage exams The part of scores I think it will be specific for your project. I also need something similar but not equal. Maybe it can be generalized... But probably not. It could be generalized, for this is gradesheet, to manage scores, but the design need to be made. Let me now how can work on this module together. Greetings! 1: http://code.google.com/p/tryton/wiki/TrainingVerticalization Initially, the design was taken from and excel sheet. I would appreciate help to use the One2Many relationship in GradeSheet filter based on course selection and use it like excel does. I don't understant what you need. What is GradeSheet? https://github.com/iehoshia/edu-dev Thanks in advance!
[tryton-dev] Permission for button wizards
Hi, I'm working for a POS module on tryton. At the moment, have 2 question: 1. We create a group called Team Sales, that can access to Sales and Sales Lines, but we want that they can't view some fields (specially related to cost_price). We can hide on fields permission, but at the same time, they need to create stock moves, that requiere to read cost_price. The question is how to hide the field (cost_price) only in the view, but still can read for create the stock moves. They can't see the stock moves, only create that. 2. How to give access permission to buttons that call wizards? They aren't listed neither on button neither in wizard permission access. Thanks in advance!
[tryton-dev] Action Domain for Dates
HI, I would appreciate if can tell me how to add dates domains to date fields, specially in actions. Thanks in advance.
[tryton-dev] Customize sales.
Hi, I have testing tryton in many sale scenarios: 6 computers (2 for each level), 8 salesman, 3 levels in the building(curtains, carpets and bedding). 1. The first thing we know to do, is simplify the workflow of the sale, so, when a budget is reviewed, give the option for confirm the sale or process the sale (not draft and confirm and process). 2. Each salesman has a numeric code of four digit, but doesnt have assigned computer, can work on any computer of his level. When the Confirm or Process button are pressed, need to ask the salesman code and add this to the sale. So, sometimes can cancel a sale. Is it possible ? 3. Each level has its own products information and are managed separately, so we need to hide some product information, and display only the products of his category( curtains, carpets and bedding). 4. Sometimes the generated invoices are not fully paid single, but in 3 o 4 payments. Each time you make a payment, make a receipt to, and the receipt is delivered to the customer. The information about payments are managed by collectors that need to have the history of each client assigned (this classification make by department or manually assigned). Any help will be appreciated.
Re: [tryton-dev] Customize sales.
On Monday, September 16, 2013 2:22:21 AM UTC-6, Cédric Krier wrote: On 15/09/13 22:00 -0700, Josias Pérez wrote: Hi, I have testing tryton in many sale scenarios: 6 computers (2 for each level), 8 salesman, 3 levels in the building(curtains, carpets and bedding). 1. The first thing we know to do, is simplify the workflow of the sale, so, when a budget is reviewed, give the option for confirm the sale or process the sale (not draft and confirm and process). I don't understand why are you talking about budget? I would have link budget to purchase not sale. Sorry for talking about budget. I meant talking about quotation on sale. Give the option to confirm and process the sale in the draft view. Otherwise, I don't get you about the workflow, by default a sale is in draft so you don't have to go to draft because you already are in. 2. Each salesman has a numeric code of four digit, but doesnt have assigned computer, can work on any computer of his level. When the Confirm or Process button are pressed, need to ask the salesman code and add this to the sale. So, sometimes can cancel a sale. Is it possible ? This must be managed by giving to each one a login with the proper right linked. Well, we login in each computer assigning a user and password for the computer, not for salesmans. So, they can work on any computer. When a sale is confirmed, they need to add his code (for confirm and register his sale). 3. Each level has its own products information and are managed separately, so we need to hide some product information, and display only the products of his category( curtains, carpets and bedding). I think the best will be to add a level field on the sale and base on this value create a record rule that will filter the product on the sale line. I will do this. 4. Sometimes the generated invoices are not fully paid single, but in 3 o 4 payments. Each time you make a payment, make a receipt to, and the receipt is delivered to the customer. The information about payments are managed by collectors that need to have the history of each client assigned (this classification make by department or manually assigned). You can use the payment button on the invoice and for the receipt you will have to create a report in this wizard. I will do this too, thanks for the comments. -- Cédric Krier B2CK SPRL Rue de Rotterdam, 4 4000 Liège Belgium Tel: +32 472 54 46 59 Email/Jabber: cedric...@b2ck.com javascript: Website: http://www.b2ck.com/
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