[IMP] helpdesk: update field names and screenshots

In Odoo v15, the field names for "Timesheet on Ticket" and "Time
Reinvoicing" changed to "Timesheets" and "Time Billing", respectively.
The "Tickets" button on the project card is also no longer available in
Odoo v15. Updated the RST file to reflect these changes, and also
updated screenshots to match.

Fixes PR #2094
Closes Odoo Task 2870115

closes odoo/documentation#2486

Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
This commit is contained in:
Michelle Vu (mivu) 2022-07-14 21:46:11 +00:00
parent 241ee8a6ee
commit 30a38d23d0
4 changed files with 31 additions and 29 deletions

View File

@ -2,8 +2,8 @@
Invoice Time Spent on Tickets (Postpaid Support Services)
=========================================================
The :guilabel:`Timesheet on Ticket` integration provides more control and transparency over how
clients are charged, and what they're specifically billed for.
The :guilabel:`Timesheets` integration provides more control and transparency over how clients are
charged, and what they're specifically billed for.
In Odoo, the Helpdesk agent can use the ticket to record timesheets. Once a ticket is solved, the
client can be billed for the time spent on the ticket. Odoo will pull from the ticket's timesheet
@ -12,15 +12,15 @@ to accurately bill the client.
Configuration
=============
To turn on the :guilabel:`Timesheet on Ticket` feature, go to :menuselection:`Helpdesk -->
Configuration --> Helpdesk Teams`, select a Helpdesk team, and then, click :guilabel:`Edit`. Next,
enable the options :guilabel:`Timesheet on Ticket` and :guilabel:`Time Reinvoicing`. Then, click
:guilabel:`Save` to apply these changes to the Helpdesk team settings.
To turn on the :guilabel:`Timesheets` feature, go to :menuselection:`Helpdesk --> Configuration
--> Helpdesk Teams`, select a Helpdesk team, and then, click :guilabel:`Edit`. Next, enable the
options :guilabel:`Timesheets` and :guilabel:`Time Billing`. Then, click :guilabel:`Save` to apply
these changes to the Helpdesk team settings.
Once the :guilabel:`Timesheet on Ticket` feature is enabled, a :guilabel:`Project` drop-down option
will appear below :guilabel:`Timesheet on Ticket`. The :guilabel:`Project` drop-down option will
automatically be set to a Project that Odoo created for the Helpdesk team. The tickets' timesheets
will be stored in the selected Project.
Once the :guilabel:`Timesheets` feature is enabled, a :guilabel:`Project` drop-down option will
appear below :guilabel:`Timesheets`. The :guilabel:`Project` drop-down option will automatically
be set to a project that Odoo created for the Helpdesk team. The tickets' timesheets
will be stored in the selected project.
Create a sales order
====================
@ -34,9 +34,9 @@ If creating a new product from the sales order form, first give the product a na
the :guilabel:`Product` column. Then, click :guilabel:`Create and edit`.
First, in the :guilabel:`General Information` tab, set the :guilabel:`Product Type` to
:guilabel:`Service` and the :guilabel:`Sales Price` to the Helpdesk agent's service rate. Then, in
the :guilabel:`Sales` tab, set the :guilabel:`Service Invoicing Policy` to :guilabel:`Timesheets on
tasks`. Finally, click :guilabel:`Save` to create the new product and add it to the quotation.
:guilabel:`Service` and the :guilabel:`Sales Price` to the Helpdesk agent's service rate. Then, set
the :guilabel:`Invoicing Policy` to :guilabel:`Based on Timesheets`. Finally, click
:guilabel:`Save` to create the new product and add it to the quotation.
Once the product is added, click :guilabel:`Confirm` to turn the quotation into a sales order.
@ -47,10 +47,10 @@ Once the product is added, click :guilabel:`Confirm` to turn the quotation into
Record a timesheet
==================
To record a timesheet, jump back to the Helpdesk ticket by going to the Helpdesk dashboard and
clicking :guilabel:`Tickets` on the team's card (or by going to the Projects dashboard and clicking
:guilabel:`Tickets` on the project card). Then, click :guilabel:`Edit` and use the
:guilabel:`Timesheets` tab to record the time spent on the ticket.
To record a timesheet, jump back to the Helpdesk ticket by going to the :guilabel:`Helpdesk`
dashboard, clicking :guilabel:`Tickets` on the team's card, and locating the correct ticket. Then,
click :guilabel:`Edit` and use the :guilabel:`Timesheets` tab to record the time spent on the
ticket.
.. image:: reinvoice_from_project/record-timesheet-ticket.png
:align: center
@ -63,17 +63,20 @@ clicking :guilabel:`Tickets` on the team's card (or by going to the Projects das
Link the Helpdesk ticket to the SO
==================================
Once a timesheet is recorded, the :guilabel:`Sales Order Item` field will appear on the ticket
form. To link the :abbr:`SO (Sales Order)` to the ticket, start on the ticket form and click
:guilabel:`Edit`. Next, select the :abbr:`SO (Sales Order)` that was created earlier from the
drop-down menu. Odoo will automatically filter the sales orders to only show sales orders that are
connected to the ticket's customer. Lastly, click :guilabel:`Save` to connect the ticket and the
:abbr:`SO (Sales Order)`.
To link the :guilabel:`Sales Order` to the ticket, start on the ticket form and click
:guilabel:`Edit`. Next, select the :guilabel:`Sales Order` that was created earlier from the
:guilabel:`Sales Order Item` drop-down menu. Odoo will automatically filter the options to only
show sales orders that are connected to the ticket's customer. Lastly, click :guilabel:`Save` to
connect the ticket and the :guilabel:`Sales Order Item`.
.. image:: reinvoice_from_project/link-soi-to-ticket.png
:align: center
:alt: Link the SO item to the ticket.
.. tip::
The :guilabel:`Sales Order Item` can be connected to the ticket before or after any timesheets
are recorded, the order doesn't matter.
Modify billing rates
====================
@ -90,12 +93,11 @@ Create the invoice
==================
When the Helpdesk ticket is completed and the client is ready to be billed for time, begin by
clicking the :guilabel:`Sales Order` smart button on the ticket form to navigate to the :abbr:`SO
(Sales Order)`. The :guilabel:`Delivered` column should match the number of hours recorded on the
ticket's timesheet. After checking and filling out the relevant information, click
:guilabel:`Create Invoice` to bill the client for the time spent on the ticket. Odoo will
automatically generate an invoice to send to the client and the Helpdesk ticket can officially be
closed.
clicking the :guilabel:`Sales Order` smart button on the ticket form to navigate to the sales
order. The :guilabel:`Delivered` column should match the number of hours recorded on the ticket's
timesheet. After checking and filling out the relevant information, click :guilabel:`Create
Invoice` to bill the client for the time spent on the ticket. Odoo will automatically generate an
invoice to send to the client and the Helpdesk ticket can officially be closed.
.. seealso::
- :doc:`invoice_time`

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