[IMP] sales: updated time_materials for v16

closes odoo/documentation#6859

X-original-commit: 1e2a29338e
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/sales/sales/invoicing/time_materials.rst

@@ -1,136 +1,370 @@
-===================================
+=====================================
-Invoice based on time and materials
+Invoicing based on time and materials
-===================================
+=====================================
 
-Time and Materials is generally used in projects in which it is not
+Invoicing based on time and/or materials is typically used when accurately estimating the size of a
-possible to accurately estimate the size of the project, or when it is
+project isn't possible, or when the requirements of a project may change.
-expected that the project requirements would most likely change.
 
-This is opposed to a fixed-price contract in which the owner agrees to
+This is different from a fixed-price contract, when a customer agrees to pay a specified total for
-pay the contractor a lump sum for the fulfillment of the contract no
+the fulfillment of the contract---no matter what needs to be paid to the employees, sub-contractors,
-matter what the contractors pay their employees, sub-contractors, and
+vendors, suppliers, and so on.
-suppliers.
 
-For this documentation I will use the example of a consultant, you will
+The Odoo *Sales* app can invoice for time and various other expenses (e.g. transport, lodging), as
-need to invoice their time, their various expenses (transport,
+well as purchases needed to fulfill an order.
-lodging, ...) and purchases.
 
-Invoice time configuration
+App and settings configuration
-==========================
+==============================
 
-To keep track of progress in the project, you will need the *Project*
+First, in order to accurately keep track of the progress of a project, the Odoo *Project* and
-app. Go to :menuselection:`Apps --> Project` to install it.
+*Accounting* apps **must** be installed.
 
-In *Project* you will use timesheets, to do so go to
+To install the *Project* app, navigate to :menuselection:`Odoo main dashboard --> Apps`. Then, on
-:menuselection:`Project --> Configuration --> Settings` and activate the
+the :guilabel:`Apps` page, locate the :guilabel:`Project` app block, and click :guilabel:`Activate`.
-*Timesheets* feature.
+The page automatically refreshes and returns to the main Odoo dashboard, where the *Project* app is
+now available to access.
 
-.. image:: time_materials/time_materials01.png
+Repeat the same process to install the *Accounting* application.
+
+After installation, click the :guilabel:`Accounting` app icon from the main Odoo dashboard, and
+navigate to :menuselection:`Configuration --> Settings`. On the :guilabel:`Settings` page, scroll
+down to the :guilabel:`Analytics` section, and ensure the box next to :guilabel:`Analytic
+Accounting` is checked.
+
+.. image:: time_materials/analytic-accounting-setting.png
    :align: center
+   :alt: How it looks to activate the Analytic Accounting setting in Odoo Accounting Setting page.
 
-Invoice your time spent
+Then, click :guilabel:`Save` to save all changes.
-=======================
 
-From a product page set as a service, you will find two options under
+Then, navigate to :menuselection:`Odoo main dashboard --> Project app --> Configuration -->
-the invoicing tab, select both *Timesheets on tasks* and *Create a
+Settings`. On the :guilabel:`Settings` page, in the :guilabel:`Time Management` section, ensure the
-task in a new project*.
+box beside the :guilabel:`Timesheets` feature is checked.
 
-.. image:: time_materials/time_materials02.png
+Then, click :guilabel:`Save` to save all changes.
+
+.. image:: time_materials/timesheets-feature.png
    :align: center
+   :alt: What the Timesheets feature looks like on the Odoo Project settings page.
 
-You could also add the task to an existing project.
+.. _sales/invoicing/configured-service-product:
 
-Once confirming a sales order, you will now see two new buttons, one for
+Service product configuration
-the project overview and one for the current task.
+=============================
 
-.. image:: time_materials/time_materials03.png
+With the *Timesheets* feature activated in the *Project* app, it is now possible to invoice for time
+spent on a project, but **only** when the following product configurations have been made.
+
+.. important::
+   Invoicing for time spent on a project is **only** possible with products that have *Service* set
+   as the *Product Type* on their product form.
+
+To configure a service product, first navigate to :menuselection:`Sales app --> Products -->
+Products`. On the :guilabel:`Products` page, select the desired service product to be configured, or
+click :guilabel:`New` to create a new product.
+
+From the product form, in the :guilabel:`General Information` tab, set the :guilabel:`Product Type`
+to :guilabel:`Service`. Then, open the drop-down menu in the :guilabel:`Invoicing Policy` field, and
+select :guilabel:`Based on Timesheets`.
+
+Next, from the :guilabel:`Create on Order` drop-down menu, select :guilabel:`Project \& Task`. That
+setting indicates that, when a sales order is created with this specific service product, a new
+project and task is created in the *Project* app.
+
+.. image:: time_materials/service-product-general-settings.png
    :align: center
+   :alt: The correct settings for Invoicing Policy and Create on Order fields for service product.
 
-You will directly be in the task if you click on it, you can also access
+.. note::
-it from the *Project* app.
+   The option :guilabel:`Task` can be chosen instead from the :guilabel:`Create on Order` drop-down
+   menu. If :guilabel:`Task` is chosen, select an existing project that the task will appear in from
+   :guilabel:`Project` field, which only appears if :guilabel:`Task` is chosen in the
+   :guilabel:`Create on Order` field.
 
-Under timesheets, you can assign who works on it. You can or they can
+Add time spent to sales order
-add how many hours they worked on the project so far.
+=============================
 
-.. image:: time_materials/time_materials04.png
+After properly configuring a service product with the correct *Invoicing Policy* and *Create on
+Order* options, it is possible to add time spent to a sales order.
+
+To see that in action, navigate to :menuselection:`Sales app --> New` to open a blank quotation
+form. Then, proceed to add a :guilabel:`Customer`, and in the :guilabel:`Order Lines` tab, click
+:guilabel:`Add a product`, and select the properly :ref:`configured service product
+<sales/invoicing/configured-service-product>` from the drop-down menu.
+
+Next, click :guilabel:`Confirm` to confirm the order.
+
+After confirming the sales order, two smart buttons appear at the top of the order form:
+:guilabel:`Projects` and :guilabel:`Tasks`.
+
+.. image:: time_materials/projects-tasks-smart-buttons.png
    :align: center
+   :alt: How the Projects and Tasks smart buttons look on a Sales Order in Odoo Sales.
 
-From the sales order, you can then invoice those hours.
+If the :guilabel:`Projects` smart button is clicked, it reveals the specific project related to this
+sales order. If the :guilabel:`Tasks` smart button is clicked, it reveals the specific project task
+related to this sales order. Both are also accessible in the *Project* app.
 
-.. image:: time_materials/time_materials05.png
+In order to add time spent on a sales order, click the :guilabel:`Tasks` smart button.
+
+On the task form, select the :guilabel:`Timesheets` tab. From the :guilabel:`Timesheets` tab,
+employees can be assigned to work on the project, and the time they spend working on the task can be
+added by the employees or by the person who created the sales order.
+
+To add an employee, and the time spent working on the task, click :guilabel:`Add a line` in the
+:guilabel:`Timesheets` tab. Then, select the appropriate :guilabel:`Date` and :guilabel:`Employee`.
+There is also the option to add a brief description of the work done during this time in the
+:guilabel:`Description` column, but it's not required.
+
+Lastly, enter the amount of time worked on the task in the :guilabel:`Hours Spent` column, and click
+away to complete that line in the :guilabel:`Timesheets` tab.
+
+.. note::
+   The time entered in the :guilabel:`Hours Spent` column is immediately reflected in the
+   :guilabel:`Allocated Time` field (located near the top of the task form) as a percentage, which
+   reflects how much of the total allocated work hours have been done so far.
+
+   That same information is found as numerical hours in the :guilabel:`Hours Spent` and
+   :guilabel:`Remaining Hours` fields, located at the bottom of the :guilabel:`Timesheets` tab.
+
+   .. image:: time_materials/timesheets-tab-on-task.png
       :align: center
+      :alt: How the Timesheets tab appears on a task form in Odoo Sales and Odoo Project.
+
+Repeat this process for however many employees and hours have been worked on the project.
+
+Invoice time spent
+==================
+
+Once all the necessary employees and time spent have been added to the project task, return to the
+sales order to invoice the customer for those hours. To do that, either click the :guilabel:`Sales
+Order` smart button at the top of the task form, or return to the sales order via the breadcrumb
+links, located in the upper-left of the screen.
+
+Back on the sales order form, the time that was added to the task is reflected in the
+:guilabel:`Order Lines` tab (in the :guilabel:`Delivered` column) and in the new :guilabel:`Recorded
+Hours` smart button at the top of the sales order.
+
+To invoice the customer for time spent on the project, click :guilabel:`Create Invoice`, and select
+:guilabel:`Regular invoice` from the :guilabel:`Create invoices` pop-up window. Then, click
+:guilabel:`Create Draft Invoice`.
+
+Doing so reveals a :guilabel:`Customer Invoice Draft`, clearly showing all the work that's been done
+in the :guilabel:`Invoice Lines` tab.
+
+.. tip::
+   Pay attention to the :guilabel:`Analytic Distribution` column in the :guilabel:`Customer
+   Invoice`, as that information is necessary to ensure other time/material invoicing tasks are
+   completed properly and accurately.
+
+   .. image:: time_materials/invoice-lines-time.png
+      :align: center
+      :alt: Invoice draft showing time spent on sales order in Odoo Sales.
+
+Click :guilabel:`Confirm` to confirm the invoice and continue with the invoicing process.
+
+.. seealso::
+   :doc:`invoicing_policy`
 
 Expenses configuration
 ======================
 
-To track & invoice expenses, you will need the expenses app. Go to
+In order to track and invoice expenses related to a sales order, the Odoo *Expenses* app **must** be
-:menuselection:`Apps --> Expenses` to install it.
+installed.
 
-You should also activate the analytic accounts feature to link expenses
+To install the *Expenses* app, navigate to :menuselection:`Odoo main dashboard --> Apps`. Then, on
-to the sales order, to do so, go to :menuselection:`Accounting -->
+the :guilabel:`Apps` page, locate the :guilabel:`Expenses` app block, and click
-Configuration --> Settings` and activate *Analytic Accounting*.
+:guilabel:`Activate`.
 
-Add expenses to your sales order
+The page automatically refreshes and returns to the main Odoo dashboard, where the
-================================
+:guilabel:`Expenses` app is now available to access.
 
-From the expense app, you or your consultant can create a new one, e.g.
+.. _sales/invoicing/add-expenses-sales-order:
-the hotel for the first week on the site of your customer.
 
-You can then enter a relevant description and select an existing product
+Add expenses to sales order
-or create a new one from right there.
+===========================
 
-.. image:: time_materials/time_materials06.png
+To add an expense to a sales order, first navigate to the :menuselection:`Expenses` app. Then, from
+the main *Expenses* dashboard, click :guilabel:`New`, which reveals a blank expense form.
+
+On the expense form, add a :guilabel:`Description` of the expense (e.g. `Hotel Stay`, `Plane
+Ticket`). Next, in the :guilabel:`Category` field, select the appropriate option from the drop-down
+menu (e.g. :guilabel:`Meals`, :guilabel:`Miles`, :guilabel:`Travel \& Accommodation`).
+
+.. note::
+   Expense categories can be added and modified by navigating to :menuselection:`Expenses app -->
+   Configuration --> Expense Categories`.
+
+Then, enter the total amount of the expense in the :guilabel:`Total` field, as well as any
+:guilabel:`Included Taxes` that may apply. Next, ensure that the correct :guilabel:`Employee` is
+selected, and designate who paid for the expense in the :guilabel:`Paid By` field: the
+:guilabel:`Employee (to reimburse)` or the :guilabel:`Company`.
+
+Next, in the :guilabel:`Customer to Reinvoice` field, select the appropriate sales order from the
+drop-down menu. Then, select that same sales order information from the :guilabel:`Analytic
+Distribution` field, as well.
+
+.. note::
+   The :guilabel:`Analytic Distribution` field will **only** have the corresponding sales order as
+   an option if the sales order contains a service product that is billed based on *Timesheets*,
+   *Milestones*, or *Delivered Quantities*.
+
+.. image:: time_materials/expense-detail-form.png
    :align: center
+   :alt: How to properly fill out an expense form that's attached to a sales order in Odoo.
 
-Here, we are creating a *Hotel* product:
+If there are any receipts that should be uploaded and attached to the expense, click the
+:guilabel:`Attach Receipt` button, and upload the necessary documents to the expense. This is
+**not** required, but it may affect whether or not an expense is approved.
 
-.. image:: time_materials/time_materials07.png
+When all the information has been entered, click :guilabel:`Create Report` to create an expense
+report detailing all the expense information that was just entered.
+
+.. image:: time_materials/expense-report-summary.png
    :align: center
+   :alt: How an Expense Report Summary looks in Odoo Expenses.
 
-under the invoicing tab, select *Delivered quantities* and either *At
+Then, there's the option to :guilabel:`Submit to Manager` for approval. Once approved, the
-cost* or *Sales price* as well depending if you want to invoice the
+:guilabel:`Report in Next Payslip` appears.
-cost of your expense or a previously agreed on sales price.
 
-.. image:: time_materials/time_materials08.png
+To showcase a complete flow in this example, select :guilabel:`Submit to Manager`. Then, the manager
+would click :guilabel:`Approve` to approve this expense, and click :guilabel:`Post Journal Entries`
+to post this expense to the accounting journal.
+
+Invoice expenses
+================
+
+To invoice a customer for an :ref:`expense on a sales order
+<sales/invoicing/add-expenses-sales-order>`, navigate to the related sales order, either from the
+:menuselection:`Sales` app or from the expense report in the :menuselection:`Expenses` app. From the
+expense report, click the :guilabel:`Sales Orders` smart button at the top of the page.
+
+If the expense report was linked to the sales order, the newly-configured expense now has its own
+line in the :guilabel:`Order Lines` tab, and can be invoiced to the customer.
+
+.. image:: time_materials/invoice-expense-from-sales-order.png
    :align: center
+   :alt: An expense appearing on Order Lines tab of a Sales Order in Odoo Sales application.
 
-To modify or create more products go to :menuselection:`Expenses -->
+To invoice the customer for the expense on the sales order, click :guilabel:`Create Invoice`, select
-Configuration --> Expense products`.
+:guilabel:`Regular Invoice` from the :guilabel:`Create invoices` pop-up window, then click
+:guilabel:`Create Draft Invoice`.
 
-Back on the expense, add the original sale order in the expense to
+Doing so reveals a :guilabel:`Customer Invoice Draft` for the expense. Then, the invoicing process
-submit.
+can be completed as usual.
 
-.. image:: time_materials/time_materials09.png
+.. image:: time_materials/customer-invoice-for-expense.png
    :align: center
+   :alt: Sample customer invoice for an expense generated from a sales order in Odoo Sales.
 
-It can then be submitted to the manager, approved and finally posted.
+Purchase configuration
+======================
 
-.. image:: time_materials/time_materials10.png
+In order to invoice a customer for purchases made on a sales order, the *Purchase* application
+**must** be installed.
+
+To install the *Purchase* application, navigate to :menuselection:`Odoo main dashboard --> Apps`.
+Then, on the :guilabel:`Apps` page, locate the :guilabel:`Purchase` app block, and click
+:guilabel:`Activate`. The page automatically refreshes and returns to the main Odoo dashboard, where
+the :guilabel:`Purchase` app is now available to access.
+
+.. _sales/invoicing/add-purchase-to-sales-order:
+
+Add purchase to sales order
+===========================
+
+To add a purchase to a sales order, a purchase order must first be created. To create a purchase
+order, navigate to :menuselection:`Purchase app --> New` to reveal a blank purchase order form.
+
+First, add a :guilabel:`Vendor` to the purchase order. Then, under the :guilabel:`Products` tab,
+click the :guilabel:`extra column options` drop-down menu, represented by two horizontal lines with
+dots on them, located to the far-right of the column headers. From that drop-down menu, select
+:guilabel:`Analytic Distribution`.
+
+.. image:: time_materials/extra-column-analytic-distribution-option.png
    :align: center
+   :alt: How to add analytic distribution column on purchase order form in Odoo Purchase.
 
-.. image:: time_materials/time_materials11.png
+After adding the :guilabel:`Analytic Distribution` column to the headers on the :guilabel:`Products`
+tab of the purchase order form, proceed to add the product(s) to the purchase order. To do that,
+click :guilabel:`Add a product`, and select the desired product from the drop-down menu. Repeat for
+all the products to add.
+
+.. important::
+   In order for a purchase to be properly invoiced on a sales order, the product on the purchase
+   order **must** be marked as :guilabel:`Can be Expensed`, have an :guilabel:`Invoicing Policy` set
+   to :guilabel:`Delivered quantities`, and have the :guilabel:`At cost` option selected in the
+   :guilabel:`Re-Invoice Expenses` field on its product form.
+
+   .. image:: time_materials/product-form-settings-invoice-purchase.png
       :align: center
+      :alt: Product settings for a purchase order to be invoiced on a sales order in Odoo.
 
-.. image:: time_materials/time_materials12.png
+Then, select the appropriate :guilabel:`Analytic Distribution` associated with the sales order to
+which this purchase order is related. To do that, click the empty :guilabel:`Analytic Distribution`
+field to reveal an :guilabel:`Analytic` pop-up window.
+
+Then, from the :guilabel:`Departments` drop-down menu, select the analytic distribution associated
+with the desired sales order to be invoiced for the purchase.
+
+.. image:: time_materials/analytic-drop-down-distribution.png
    :align: center
+   :alt: How to select the Analytic Distribution department from a purchase order in Odoo.
 
-It will then be in the sales order and ready to be invoiced.
+Once all the information is entered in the :guilabel:`Products` tab of the purchase order, confirm
+the order by clicking :guilabel:`Confirm Order`. Then, click :guilabel:`Receive Products` when the
+products have been received. This creates a receipt form.
 
-Invoice purchases
+.. note::
-=================
+   If any serial/lot numbers must be entered before validating the receipt of products, then on the
+   receipt form, click the :guilabel:`details` icon represented by four horizontal lines located to
+   the far-right of the product line.
 
-The last thing you might need to add to the sale order is purchases made
+   This reveals a :guilabel:`Detailed Operations` tab, in which the necessary :guilabel:`Lot/Serial
-for it.
+   Number(s)` and :guilabel:`Done` quantity can be added. When ready, click :guilabel:`Confirm` to
+   confirm the data.
 
-You will need the *Purchase Analytics* feature, to activate it, go to
+Then, click :guilabel:`Validate` to validate the purchase order.
-:menuselection:`Invoicing --> Configuration --> Settings` and select
-*Purchase Analytics*.
 
-While making the purchase order don't forget to add the right analytic
+Next, return to the purchase order, via the breadcrumb links at the top of the page, and click
-account.
+:guilabel:`Create Bill` to create a vendor bill that can be invoiced to the customer on the attached
+sales order.
 
-.. image:: time_materials/time_materials08.png
+.. image:: time_materials/vendor-bill-draft.png
    :align: center
+   :alt: Vendor bill draft for a purchase order to be invoiced to a customer in Odoo.
 
-Once the PO is confirmed and received, you can create the vendor bill,
+.. note::
-this will automatically add it to the SO where you can invoice it.
+   Make sure to enter a :guilabel:`Bill Date` on the :guilabel:`Vendor Bill Draft` before
+   confirming. If a :guilabel:`Bill Date` is *not* entered, an error window appears, requesting that
+   information to be entered before confirmation can occur.
+
+Then, click :guilabel:`Confirm` to confirm the vendor bill, which is then automatically added to the
+sales order, where it can be invoiced directly to the customer attached to it.
+
+Invoice purchase
+================
+
+To invoice a customer for a purchase on a sales order, first :ref:`add the purchase to the sales
+order <sales/invoicing/add-purchase-to-sales-order>`, then navigate to the desired sales order in
+the :menuselection:`Sales` app.
+
+On the sales order that was attached to the purchase order, the purchased product now has its own
+product line under the :guilabel:`Order Lines` tab, and it is ready to be invoiced.
+
+.. image:: time_materials/purchase-order-on-sales-order.png
+   :align: center
+   :alt: Purchase order product on sales order to be invoiced to customer via Odoo Sales.
+
+To invoice the customer for the purchase, simply click :guilabel:`Create Invoice`, select
+:guilabel:`Regular Invoice` from the :guilabel:`Create invoices` pop-up window, then click
+:guilabel:`Create Draft Invoice`.
+
+Doing so reveals a :guilabel:`Customer Invoice Draft` with the newly-added purchase order product in
+the :guilabel:`Invoice Lines` tab.
+
+.. image:: time_materials/draft-invoice-with-purchase-product.png
+   :align: center
+   :alt: Customer invoice draft with purchase product attached to sales order in Odoo.
+
+To complete the invoicing process, click :guilabel:`Confirm` to confirm the invoice, and then click
+:guilabel:`Register Payment` in the :guilabel:`Register Payment` pop-up form.