[IMP] sales: updated entire invoicing based on milestones doc

closes odoo/documentation#6965

X-original-commit: d615bc0f6d
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/sales/sales/invoicing/milestone.rst

@@ -2,32 +2,237 @@
 Invoice project milestones
 ==========================
 
-Milestone invoicing can be used for expensive or large-scale projects,
-with each milestone representing a clear sequence of work that will
-incrementally build up to the completion of the contract. This invoicing
-method is comfortable both for the company which is ensured to get a
-steady cash flow throughout the project lifetime and for the client who
-can monitor the project's progress and pay in several installments.
+Invoicing based on project milestones can be used for expensive or large-scale projects. The series
+of milestones in a project represent a clear sequence of work that will inevitably result in the
+completion of a project and/or contract.
+
+This method of invoicing ensures the company gets a consistent flow of money throughout the lifetime
+of the project. Customers can closely monitor every phase of the project's development as it
+happens, in addition to paying a large bill in several installments, instead of all at once.
 
 Create milestone products
 =========================
 
-In Odoo, each milestone of your project is considered as a product. To
-configure products to work this way, go to any product form.
+In Odoo, each milestone of a project is considered as an individual product.
 
-You have to set the product type as *Service* under general
-information and select *Milestones* in the sales tab.
+To create and/or configure products to work like this, first navigate to :menuselection:`Sales app
+--> Products --> Products`. Then, click on a product, or create a new one by clicking
+:guilabel:`New`.
 
-.. image:: milestone/milestone01.png
-    :align: center
+The option to invoice based on milestones is only available for certain product types.
+
+On the product form, under the :guilabel:`General Information` tab, the :guilabel:`Product Type`
+field *must* be set on any of the following options: :guilabel:`Service`, :guilabel:`Event Ticket`,
+:guilabel:`Event Booth`, or :guilabel:`Course`.
+
+.. image:: milestone/product-type-field.png
+   :align: center
+   :alt: The invoicing policy field drop-down menu with options on product form.
+
+With any of those :guilabel:`Product Type` options selected, choose :guilabel:`Based on Milestones`
+from the :guilabel:`Invoicing Policy` drop-down menu.
+
+.. image:: milestone/invoicing-policy-field.png
+   :align: center
+   :alt: The invoicing policy field drop-down menu with options on product form.
+
+Beneath that is the :guilabel:`Create on Order` field.
+
+To ensure workflows are as seamless as possible, it is recommended that an option in the
+:guilabel:`Create on Order` field is selected.
+
+.. note::
+   Leaving it on the default :guilabel:`Nothing` option won't negatively affect the desired
+   workflow. However, a project *must* then be created directly from a sales order form with that
+   specific product. Once a project is created *then* milestones and tasks can be created and
+   configured.
+
+When the :guilabel:`Create on Order` default option of :guilabel:`Nothing` is clicked, a drop-down
+menu is revealed with the following options:
+
+- :guilabel:`Task`: Odoo creates a task related to this milestone product in the *Projects* app when
+  this specific product is ordered.
+- :guilabel:`Project \& Task`: Odoo creates a project and task related to this milestone product in
+  the *Projects* app when this specific product is ordered.
+- :guilabel:`Project`: Odoo creates a project related to this milestone product in the *Projects*
+  app when this specific product is ordered.
+
+When :guilabel:`Task` is selected, a :guilabel:`Project` field appears. In this field, select to
+which existing project in the *Projects* app this created task should be connected.
+
+.. image:: milestone/task-option-project-field.png
+   :align: center
+   :alt: The Project field appears when the Task option is selected in Create on Order field.
+
+When :guilabel:`Project \& Task` or :guilabel:`Project` is selected, two new fields appear:
+:guilabel:`Project Template` and :guilabel:`Workspace Template`.
+
+.. image:: milestone/project-task-option-project-workspace-fields.png
+   :align: center
+   :alt: The Project template and workspace template fields that appear on milestone product.
+
+The :guilabel:`Project Template` field provides template options to use for the project that will be
+created when this specific product is ordered.
+
+The :guilabel:`Workspace Template` field provides template options to use for the workspace (for the
+*Documents* app, not the *Projects* app) that will be automatically generated for the project when
+this specific product is ordered.
+
+.. tip::
+   For organizational purposes, click the :guilabel:`Sales` tab on the product form, and enter a
+   custom 'Milestone' related descriptor in the :guilabel:`Sales Description` field. This
+   information appears in the :guilabel:`Description` column on the :guilabel:`Order Lines` tab of
+   the sales order.
+
+   Or, directly edit/modify the :guilabel:`Description` field on the :guilabel:`Order Lines` tab of
+   the sales order.
+
+   This is *not* a requirement.
 
 Invoice milestones
 ==================
 
-From the sales order, you can manually edit the quantity delivered as
-you complete a milestone.
+.. note::
+   The following flow features a trio of milestone products that have :guilabel:`Service` set as
+   their :guilabel:`Product Type`, and :guilabel:`Task` set on their :guilabel:`Create on Order`
+   field.
 
-.. image:: milestone/milestone02.png
-    :align: center
+    .. image:: milestone/settings-for-workflow.png
+       :align: center
+       :alt: Product with Service "Product Type" and "Task" in the Create on Order field on form.
 
-You can then invoice that first milestone.
+   Those tasks are then attached to a pre-existing :guilabel:`Project`, which, in this case, is
+   titled, :guilabel:`Rebranding Projects`.
+
+To invoice milestones, create a sales order with the milestone product(s). To do that, go to
+:menuselection:`Sales app --> New`. Doing so reveals a blank quotation form.
+
+From this quotation form, add a :guilabel:`Customer`. Then, click :guilabel:`Add a product` in the
+:guilabel:`Order Lines` tab. Next, add the milestone product(s) to the :guilabel:`Order Lines` tab.
+
+Once the corresponding milestone product(s) have been added, click :guilabel:`Confirm` to confirm
+the order, which turns the quotation into a sales order.
+
+When the order is confirmed, new smart buttons appear at the top of the sales order based on what
+was selected in the :guilabel:`Create on Order` field on the product form.
+
+From the sales order, click the :guilabel:`Milestones` smart button. Doing so reveals a blank
+:guilabel:`Milestones` page. Click :guilabel:`New` to add milestones.
+
+.. image:: milestone/adding-milestones.png
+   :align: center
+   :alt: Adding milestones to a sales order with milestone products.
+
+Enter a :guilabel:`Name` for the milestone. Next, apply it to the corresponding :guilabel:`Sales
+Order Item`. Lastly, assign a :guilabel:`Deadline` to the milestone, if desired.
+
+Repeat that process for all milestone sales order items.
+
+Then, return to the sales order, via the breadcrumbs. From the sales order, click the
+:guilabel:`Tasks` smart button. Doing so reveals a :guilabel:`Tasks` page with a task for each sales
+order item with that option designated in the :guilabel:`Create on Order` field.
+
+.. image:: milestone/tasks-page.png
+   :align: center
+   :alt: Sample tasks page accessed via the smart button from a sales order with milestone products.
+
+To manually assign a configured milestone to a task, click the desired task, which reveals the task
+form. On the task form, select the appropriate milestone to which this task should be connected, in
+the :guilabel:`Milestone` field.
+
+.. image:: milestone/milestone-field-on-task-form.png
+   :align: center
+   :alt: The milestone field on the task form when dealing with milestone products in Odoo Sales.
+
+Repeat this process for all milestone tasks.
+
+With those tasks properly configured, employees log in their progress as they work on the task, in
+addition to adding any notes related to the task.
+
+Then, when that task is complete, that means that milestone has been reached. At that point, it is
+time to invoice that milestone.
+
+To invoice a milestone, first return to the sales order — either via the breadcrumb links, or by
+navigating to :menuselection:`Sales app --> Orders --> Orders` and picking the appropriate sales
+order.
+
+Back on the sales order form, click the :guilabel:`Milestones` smart button, and check the box in
+the :guilabel:`Reached` column for that particular task.
+
+.. image:: milestone/reached-milestone.png
+   :align: center
+   :alt: What it looks like to mark a milestone as reached via the milestone smart button.
+
+Next, return to the sales order — either by clicking :guilabel:`View Sales Order` on the
+:guilabel:`Milestones` page, or via the breadcrumb links.
+
+Back on the sales order, the line item for the milestone that's been reached has its
+:guilabel:`Delivered` column filled. That's because the milestone has been reached, and therefore
+delivered.
+
+.. image:: milestone/delivered-milestone-product-sales-order.png
+   :align: center
+   :alt: A milestone product that's been reached marked as delivered on the sales order in Odoo.
+
+Click :guilabel:`Create Invoice` in the upper-left corner. Doing so reveals a :guilabel:`Create
+invoices` pop-up window.
+
+.. image:: milestone/create-invoices-pop-up.png
+   :align: center
+   :alt: The create invoices pop-up window that appears when create invoice button is clicked.
+
+On the :guilabel:`Create invoices` pop-up window, leave the :guilabel:`Create Invoice` option on the
+default :guilabel:`Regular Invoice` selection, and click the :guilabel:`Create Draft Invoice`
+button.
+
+Upon clicking :guilabel:`Create Draft Invoice`, Odoo reveals the :guilabel:`Customer Invoice Draft`,
+*only* showing that reached milestone in the :guilabel:`Invoice Lines` tab.
+
+.. image:: milestone/invoice-draft-milestone.png
+   :align: center
+   :alt: A customer invoice draft showing only the milestone product that's been reached.
+
+From this invoice page, click the :guilabel:`Confirm` button to confirm the invoice. Then, when the
+customer has paid for this milestone, click :guilabel:`Register Payment`.
+
+When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment` pop-up window appears.
+
+.. image:: milestone/register-payment-pop-up.png
+   :align: center
+   :alt: The Register Payment pop-up window that appears when Register Payment is clicked.
+
+On this pop-up window, confirm the accuracy of the auto-populated fields, then click
+:guilabel:`Create Payment`.
+
+When clicked, the pop-up window disappears, and Odoo returns to the invoice for that milestone,
+which now has a green :guilabel:`In Payment` banner in the upper-right corner. This banner signifies
+the invoice has been paid.
+
+.. image:: milestone/in-payment-invoice.png
+   :align: center
+   :alt: An invoice with a milestone product that has been paid with an In Payment banner.
+
+Then, return to the sales order, via the breadcrumb links. Back on the sales order, in the
+:guilabel:`Order Lines` tab, the reached milestone that's been invoiced and paid for, now has its
+:guilabel:`Invoiced` column filled.
+
+.. image:: milestone/invoiced-column-filled-milestone.png
+   :align: center
+   :alt: The Invoiced column of a milestone product that's been paid for is filled.
+
+There is also a new :guilabel:`Invoices` smart button at the top of the sales order. Clicking that
+reveals all the invoices that are connected to this sales order.
+
+.. image:: milestone/invoices-smart-button.png
+   :align: center
+   :alt: The invoices smart button that appears at the top of a sales order with milestones.
+
+Simply repeat the above process for each milestone as it is worked on, and subsequently, completed.
+
+Continue that process until the entire project has been completed, each milestone has been invoiced,
+and the entire order has been paid for in full.
+
+.. seealso::
+   - :doc:`time_materials`
+   - :doc:`proforma`
+   - :doc:`invoicing_policy`