addons/sale/process/sale_process.xml

   1 <?xml version="1.0" ?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             Process
   7         -->
   8
   9         <record id="process_process_salesworkflow0" model="process.process">
  10             <field eval="1" name="active"/>
  11             <field eval="&quot;&quot;&quot;Sales flow for services companies.&quot;&quot;&quot;" name="note"/>
  12             <field eval="&quot;&quot;&quot;Sales Workflow&quot;&quot;&quot;" name="name"/>
  13         </record>
  14
  15         <!--
  16             Process Node
  17         -->
  18
  19         <record id="process_node_order0" model="process.node">
  20             <field name="menu_id" ref="sale.menu_sale_order"/>
  21             <field name="model_id" ref="sale.model_sale_order"/>
  22             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  23             <field eval="&quot;&quot;&quot;Order&quot;&quot;&quot;" name="name"/>
  24             <field eval="&quot;&quot;&quot;After confirming order, Create the invoice.&quot;&quot;&quot;" name="note"/>
  25             <field name="process_id" ref="account.process_process_invoiceworkflow0"/>
  26             <field name="subflow_id" ref="process_process_salesworkflow0"/>
  27             <field eval="&quot;&quot;&quot;object.state=='draft'&quot;&quot;&quot;" name="model_states"/>
  28             <field eval="1" name="flow_start"/>
  29         </record>
  30
  31         <record id="process_node_saleorderprocurement0" model="process.node">
  32             <field name="menu_id" ref="sale.menu_sale_order"/>
  33             <field name="model_id" ref="sale.model_sale_order"/>
  34             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  35             <field eval="&quot;&quot;&quot;Sale Order Procurement&quot;&quot;&quot;" name="name"/>
  36             <field eval="&quot;&quot;&quot;Procurement for each line&quot;&quot;&quot;" name="note"/>
  37             <field name="process_id" ref="mrp.process_process_procurementworkflow0"/>
  38             <field name="subflow_id" ref="process_process_salesworkflow0"/>
  39             <field eval="&quot;&quot;&quot;object.state in ('draft', 'waiting_date', 'manual', 'progress', 'shipping_except', 'invoice_except', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  40             <field eval="1" name="flow_start"/>
  41         </record>
  42
  43         <record id="process_node_quotation0" model="process.node">
  44             <field name="menu_id" ref="sale.menu_action_order_tree10"/>
  45             <field name="model_id" ref="sale.model_sale_order"/>
  46             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  47             <field eval="&quot;&quot;&quot;Ok&quot;&quot;&quot;" name="name"/>
  48             <field eval="&quot;&quot;&quot;Quotation (A sale order in draft state)&quot;&quot;&quot;" name="note"/>
  49             <field name="process_id" ref="process_process_salesworkflow0"/>
  50             <field eval="&quot;&quot;&quot;object.state=='draft'&quot;&quot;&quot;" name="model_states"/>
  51             <field eval="0" name="flow_start"/>
  52         </record>
  53
  54         <record id="process_node_saleorder0" model="process.node">
  55             <field name="menu_id" ref="sale.menu_action_order_tree9"/>
  56             <field name="model_id" ref="sale.model_sale_order"/>
  57             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  58             <field eval="&quot;&quot;&quot;Ok&quot;&quot;&quot;" name="name"/>
  59             <field eval="&quot;&quot;&quot;Ok&quot;&quot;&quot;" name="note"/>
  60             <field name="process_id" ref="process_process_salesworkflow0"/>
  61             <field eval="&quot;&quot;&quot;object.state=='manual'&quot;&quot;&quot;" name="model_states"/>
  62             <field eval="0" name="flow_start"/>
  63         </record>
  64
  65         <record id="process_node_saleprocurement0" model="process.node">
  66             <field name="menu_id" ref="mrp.menu_mrp_procurement_action"/>
  67             <field name="model_id" ref="mrp.model_mrp_procurement"/>
  68             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  69             <field eval="&quot;&quot;&quot;Procurement&quot;&quot;&quot;" name="name"/>
  70             <field eval="&quot;&quot;&quot;One procurement for each product.&quot;&quot;&quot;" name="note"/>
  71             <field name="process_id" ref="process_process_salesworkflow0"/>
  72             <field eval="&quot;&quot;&quot;object.state=='confirmed'&quot;&quot;&quot;" name="model_states"/>
  73             <field eval="1" name="flow_start"/>
  74         </record>
  75
  76         <record id="process_node_packinglist0" model="process.node">
  77             <field name="menu_id" ref="stock.menu_picking_waiting"/>
  78             <field name="model_id" ref="stock.model_stock_picking"/>
  79             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  80             <field eval="&quot;&quot;&quot;Outgoing Products&quot;&quot;&quot;" name="name"/>
  81             <field eval="&quot;&quot;&quot;Packing OUT is created for stockable products.&quot;&quot;&quot;" name="note"/>
  82             <field name="process_id" ref="process_process_salesworkflow0"/>
  83             <field eval="&quot;&quot;&quot;object.state in ('assigned', 'confirmed')&quot;&quot;&quot;" name="model_states"/>
  84             <field eval="0" name="flow_start"/>
  85         </record>
  86
  87         <record id="process_node_deliveryorder0" model="process.node">
  88             <field name="menu_id" ref="stock.menu_picking_waiting_delivery"/>
  89             <field name="model_id" ref="stock.model_stock_picking"/>
  90             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  91             <field eval="&quot;&quot;&quot;Delivery Order&quot;&quot;&quot;" name="name"/>
  92             <field eval="&quot;&quot;&quot;Delivery, from the warehouse to the customer.&quot;&quot;&quot;" name="note"/>
  93             <field name="process_id" ref="process_process_salesworkflow0"/>
  94             <field eval="&quot;&quot;&quot;object.state in ('done', 'assigned')&quot;&quot;&quot;" name="model_states"/>
  95             <field eval="0" name="flow_start"/>
  96         </record>
  97
  98         <record id="process_node_invoice0" model="process.node">
  99             <field name="menu_id" ref="account.menu_invoice_draft"/>
 100             <field name="model_id" ref="account.model_account_invoice"/>
 101             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
 102             <field eval="&quot;&quot;&quot;Draft Invoice&quot;&quot;&quot;" name="name"/>
 103             <field eval="&quot;&quot;&quot;Draft customer invoice, to be reviewed by accountant.&quot;&quot;&quot;" name="note"/>
 104             <field name="process_id" ref="process_process_salesworkflow0"/>
 105             <field name="subflow_id" ref="account.process_process_invoiceworkflow0"/>
 106             <field eval="&quot;&quot;&quot;object.state=='draft'&quot;&quot;&quot;" name="model_states"/>
 107             <field eval="0" name="flow_start"/>
 108         </record>
 109
 110         <record id="process_node_invoiceafterdelivery0" model="process.node">
 111             <field name="menu_id" ref="account.menu_invoice_draft"/>
 112             <field name="model_id" ref="account.model_account_invoice"/>
 113             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
 114             <field eval="&quot;&quot;&quot;Draft Invoice&quot;&quot;&quot;" name="name"/>
 115             <field eval="&quot;&quot;&quot;Invoice based on packing lists&quot;&quot;&quot;" name="note"/>
 116             <field name="process_id" ref="process_process_salesworkflow0"/>
 117             <field name="subflow_id" ref="account.process_process_invoiceworkflow0"/>
 118             <field eval="&quot;&quot;&quot;object.state=='draft'&quot;&quot;&quot;" name="model_states"/>
 119             <field eval="0" name="flow_start"/>
 120         </record>
 121
 122         <!--
 123             Process Condition
 124         -->
 125
 126         <record id="process_condition_conditionafterdelivery0" model="process.condition">
 127             <field name="model_id" ref="sale.model_sale_order"/>
 128             <field name="node_id" ref="process_node_invoiceafterdelivery0"/>
 129             <field eval="&quot;&quot;&quot;object.order_policy=='postpaid'&quot;&quot;&quot;" name="model_states"/>
 130             <field eval="&quot;&quot;&quot;condition_after_delivery&quot;&quot;&quot;" name="name"/>
 131         </record>
 132
 133         <!--
 134             Process Transition
 135         -->
 136
 137         <record id="res_roles_salesman0" model="res.roles">
 138             <field eval="&quot;&quot;&quot;Salesman&quot;&quot;&quot;" name="name"/>
 139         </record>
 140
 141         <record id="sale.trans_draft_router" model="workflow.transition">
 142             <field name="role_id" ref="res_roles_salesman0"/>
 143         </record>
 144
 145         <record id="sale.trans_wait_invoice_invoice_manual" model="workflow.transition">
 146             <field name="role_id" ref="res_roles_salesman0"/>
 147         </record>
 148
 149         <record id="process_transition_confirmquotation0" model="process.transition">
 150             <field eval="[(6,0,[])]" name="transition_ids"/>
 151             <field eval="&quot;&quot;&quot;Confirm Quotation&quot;&quot;&quot;" name="name"/>
 152             <field eval="&quot;&quot;&quot;Whenever confirm button is clicked, the draft state is moved to manual. that is, quotation is moved to  sale order.&quot;&quot;&quot;" name="note"/>
 153             <field model="process.node" name="target_node_id" ref="process_node_saleorder0"/>
 154             <field model="process.node" name="source_node_id" ref="process_node_quotation0"/>
 155             <field eval="[(6,0,[ref('sale.trans_draft_router')])]" name="transition_ids"/>
 156         </record>
 157
 158         <record id="process_transition_saleprocurement0" model="process.transition">
 159             <field eval="[(6,0,[])]" name="transition_ids"/>
 160             <field eval="&quot;&quot;&quot;Sale Procurement&quot;&quot;&quot;" name="name"/>
 161             <field eval="&quot;&quot;&quot;Procurement is created after confirmation of sale order.&quot;&quot;&quot;" name="note"/>
 162             <field model="process.node" name="target_node_id" ref="process_node_saleprocurement0"/>
 163             <field model="process.node" name="source_node_id" ref="process_node_saleorder0"/>
 164         </record>
 165
 166         <record id="process_transition_packing0" model="process.transition">
 167             <field eval="[(6,0,[])]" name="transition_ids"/>
 168             <field eval="&quot;&quot;&quot;Packing&quot;&quot;&quot;" name="name"/>
 169             <field eval="&quot;&quot;&quot;Packing list is created when 'Assign' is being clicked after confirming the sale order. This transaction moves the sale order to packing list.&quot;&quot;&quot;" name="note"/>
 170             <field model="process.node" name="target_node_id" ref="process_node_packinglist0"/>
 171             <field model="process.node" name="source_node_id" ref="process_node_saleprocurement0"/>
 172         </record>
 173
 174         <record id="process_transition_deliver0" model="process.transition">
 175             <field eval="[(6,0,[])]" name="transition_ids"/>
 176             <field eval="&quot;&quot;&quot;Deliver&quot;&quot;&quot;" name="name"/>
 177             <field eval="&quot;&quot;&quot;Confirming the packing list moves them to delivery order. This can be done by clicking on 'Validate' button.&quot;&quot;&quot;" name="note"/>
 178             <field model="process.node" name="target_node_id" ref="process_node_deliveryorder0"/>
 179             <field model="process.node" name="source_node_id" ref="process_node_packinglist0"/>
 180         </record>
 181
 182         <record id="process_transition_invoice0" model="process.transition">
 183             <field eval="[(6,0,[])]" name="transition_ids"/>
 184             <field eval="&quot;&quot;&quot;Invoice&quot;&quot;&quot;" name="name"/>
 185             <field eval="&quot;&quot;&quot;Invoice is created when 'Create Invoice' is being clicked after confirming the sale order. This transaction moves the sale order to invoices.&quot;&quot;&quot;" name="note"/>
 186             <field model="process.node" name="target_node_id" ref="process_node_invoice0"/>
 187             <field model="process.node" name="source_node_id" ref="process_node_saleorder0"/>
 188             <field eval="[(6,0,[ref('sale.trans_wait_invoice_invoice_manual')])]" name="transition_ids"/>
 189         </record>
 190
 191         <record id="process_transition_invoiceafterdelivery0" model="process.transition">
 192             <field eval="[(6,0,[])]" name="transition_ids"/>
 193             <field eval="&quot;&quot;&quot;Invoice after delivery&quot;&quot;&quot;" name="name"/>
 194             <field eval="&quot;&quot;&quot;When you select Shipping Ploicy = 'Automatic Invoice after delivery' , it will automatic create after delivery.&quot;&quot;&quot;" name="note"/>
 195             <field model="process.node" name="target_node_id" ref="process_node_invoiceafterdelivery0"/>
 196             <field model="process.node" name="source_node_id" ref="process_node_packinglist0"/>
 197         </record>
 198
 199         <record id="process_transition_saleorderprocurement0" model="process.transition">
 200             <field eval="[(6,0,[])]" name="role_ids"/>
 201             <field eval="[(6,0,[])]" name="transition_ids"/>
 202             <field eval="&quot;&quot;&quot;Sale Procurement&quot;&quot;&quot;" name="name"/>
 203             <field eval="&quot;&quot;&quot;In sale order , procuerement for each line and it comes into the procurement order&quot;&quot;&quot;" name="note"/>
 204             <field model="process.node" name="target_node_id" ref="mrp.process_node_procureproducts0"/>
 205             <field model="process.node" name="source_node_id" ref="process_node_saleorderprocurement0"/>
 206         </record>
 207
 208         <record id="process_transition_saleinvoice0" model="process.transition">
 209             <field eval="[(6,0,[])]" name="role_ids"/>
 210             <field eval="[(6,0,[])]" name="transition_ids"/>
 211             <field eval="&quot;&quot;&quot;Sale Invoice&quot;&quot;&quot;" name="name"/>
 212             <field eval="&quot;&quot;&quot;Confirm sale order and Create invoice.&quot;&quot;&quot;" name="note"/>
 213             <field model="process.node" name="target_node_id" ref="account.process_node_draftinvoices0"/>
 214             <field model="process.node" name="source_node_id" ref="process_node_order0"/>
 215         </record>
 216
 217         <!--
 218             Process Action
 219         -->
 220
 221         <record id="process_transition_action_confirm0" model="process.transition.action">
 222             <field eval="&quot;&quot;&quot;action_wait&quot;&quot;&quot;" name="action"/>
 223             <field eval="&quot;&quot;&quot;object&quot;&quot;&quot;" name="state"/>
 224             <field eval="&quot;&quot;&quot;Confirm&quot;&quot;&quot;" name="name"/>
 225             <field name="transition_id" ref="process_transition_confirmquotation0"/>
 226         </record>
 227
 228         <record id="process_transition_action_cancel0" model="process.transition.action">
 229             <field eval="&quot;&quot;&quot;action_cancel&quot;&quot;&quot;" name="action"/>
 230             <field eval="&quot;&quot;&quot;object&quot;&quot;&quot;" name="state"/>
 231             <field eval="&quot;&quot;&quot;Cancel&quot;&quot;&quot;" name="name"/>
 232             <field name="transition_id" ref="process_transition_confirmquotation0"/>
 233         </record>
 234
 235         <record id="process_transition_action_assign0" model="process.transition.action">
 236             <field eval="&quot;&quot;&quot;action_assign&quot;&quot;&quot;" name="action"/>
 237             <field eval="&quot;&quot;&quot;object&quot;&quot;&quot;" name="state"/>
 238             <field eval="&quot;&quot;&quot;Assign&quot;&quot;&quot;" name="name"/>
 239             <field name="transition_id" ref="process_transition_packing0"/>
 240         </record>
 241
 242         <record id="process_transition_action_forceassignation0" model="process.transition.action">
 243             <field eval="&quot;&quot;&quot;force_assign&quot;&quot;&quot;" name="action"/>
 244             <field eval="&quot;&quot;&quot;object&quot;&quot;&quot;" name="state"/>
 245             <field eval="&quot;&quot;&quot;Force Assignation&quot;&quot;&quot;" name="name"/>
 246             <field name="transition_id" ref="process_transition_packing0"/>
 247         </record>
 248
 249         <record id="process_transition_action_cancel1" model="process.transition.action">
 250             <field eval="&quot;&quot;&quot;action_cancel&quot;&quot;&quot;" name="action"/>
 251             <field eval="&quot;&quot;&quot;object&quot;&quot;&quot;" name="state"/>
 252             <field eval="&quot;&quot;&quot;Cancel&quot;&quot;&quot;" name="name"/>
 253             <field name="transition_id" ref="process_transition_packing0"/>
 254         </record>
 255
 256         <record id="process_transition_action_cancelassignation0" model="process.transition.action">
 257             <field eval="&quot;&quot;&quot;cancel_assign&quot;&quot;&quot;" name="action"/>
 258             <field eval="&quot;&quot;&quot;object&quot;&quot;&quot;" name="state"/>
 259             <field eval="&quot;&quot;&quot;Cancel Assignation&quot;&quot;&quot;" name="name"/>
 260             <field name="transition_id" ref="process_transition_deliver0"/>
 261         </record>
 262
 263         <record id="process_transition_action_validate0" model="process.transition.action">
 264             <field eval="&quot;&quot;&quot;test_finnished&quot;&quot;&quot;" name="action"/>
 265             <field eval="&quot;&quot;&quot;object&quot;&quot;&quot;" name="state"/>
 266             <field eval="&quot;&quot;&quot;Validate&quot;&quot;&quot;" name="name"/>
 267             <field name="transition_id" ref="process_transition_deliver0"/>
 268         </record>
 269
 270         <record id="process_transition_action_cancel2" model="process.transition.action">
 271             <field eval="&quot;&quot;&quot;action_cancel&quot;&quot;&quot;" name="action"/>
 272             <field eval="&quot;&quot;&quot;object&quot;&quot;&quot;" name="state"/>
 273             <field eval="&quot;&quot;&quot;Cancel&quot;&quot;&quot;" name="name"/>
 274             <field name="transition_id" ref="process_transition_deliver0"/>
 275         </record>
 276
 277         <record id="process_transition_action_createinvoice0" model="process.transition.action">
 278             <field eval="&quot;&quot;&quot;action_invoice_create&quot;&quot;&quot;" name="action"/>
 279             <field eval="&quot;&quot;&quot;object&quot;&quot;&quot;" name="state"/>
 280             <field eval="&quot;&quot;&quot;Create Invoice&quot;&quot;&quot;" name="name"/>
 281             <field name="transition_id" ref="process_transition_invoice0"/>
 282         </record>
 283
 284         <record id="process_transition_action_cancelorder0" model="process.transition.action">
 285             <field eval="&quot;&quot;&quot;action_cancel&quot;&quot;&quot;" name="action"/>
 286             <field eval="&quot;&quot;&quot;object&quot;&quot;&quot;" name="state"/>
 287             <field eval="&quot;&quot;&quot;Cancel Order&quot;&quot;&quot;" name="name"/>
 288             <field name="transition_id" ref="process_transition_invoice0"/>
 289         </record>
 290
 291     </data>
 292 </openerp>