Sale Project Technician
by Viindoo
| Technical name | viin_sale_project_technician |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_sale_project_technician |
| Read description for | v 13.0 v 14.0 v 16.0 |
| Required Apps | Discuss (mail) Project (project) Invoicing (account) Employees (hr) Sales (sale_management) |
| Included Dependencies | Sale Project |
What it does
- Allow the project manager to assign a user to be the lead technician on a project.
- Grant lead technician access rights to read the sales orders and sales order lines of related projects.
- Search for projects with an assigned lead technician by different criteria.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_sale_project_technician.
- Press Install.
Instructions
Example
A company has a project for warranty, Nguyễn Văn B is Project Manager and Nguyễn Văn A is the Lead Technician of this project.
On the general settings of this project in the Project app, assign Nguyễn Văn A as the Lead Technician. After adding all the necessary information, Nguyễn Văn A will be able to view details of the sales order related to the project.
Usage
Step 1: Grant access rights.
Navigate to Settings > General Settings > Manage Users and grant the Project User access rights to Nguyễn Văn A.
Step 2: Create project from a sales order.
Note: The product selected on the sales order should have the Project & Task created upon the creation.
Step 3: Assign Nguyễn Văn A as the Lead Technician of the project.
Assign the role to Nguyễn Văn A.
Log in to Nguyễn Văn A's account to view the sales order.
Step 4: Find projects that already have assigned lead technicians.
Example: You can search for projects that already have a lead technician in charge.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.