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="'From the quotation to the delivery and invoices.'" name="note"/>
  12             <field eval="'Sales Workflow'" 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="'subflow'" name="kind"/>
  23             <field eval="'Order'" name="name"/>
  24             <field eval="'After confirming order, Create the invoice.'" name="note"/>
  25             <field name="process_id" ref="account.process_process_invoiceworkflow0"/>
  26             <field name="subflow_id" ref="process_process_salesworkflow0"/>
  27             <field name="model_states">object.state=='draft'</field>
  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="'subflow'" name="kind"/>
  35             <field eval="'Sale Order Procurement'" name="name"/>
  36             <field eval="'Procurement for each line'" name="note"/>
  37             <field name="process_id" ref="mrp.process_process_procurementworkflow0"/>
  38             <field name="subflow_id" ref="process_process_salesworkflow0"/>
  39             <field name="model_states">object.state in ('draft','waiting_date','manual','progress','shipping_except','invoice_except','done','cancel')</field>
  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="'state'" name="kind"/>
  47             <field eval="'Quotation'" name="name"/>
  48             <field eval="'Quotations are sales order in draft state.'" name="note"/>
  49             <field name="process_id" ref="process_process_salesworkflow0"/>
  50             <field name="model_states">object.state=='draft'</field>
  51             <field eval="1" 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="'Sale Order'" name="name"/>
  58             <field eval="'Confirmed by the customer.'" name="note"/>
  59             <field name="process_id" ref="process_process_salesworkflow0"/>
  60             <field name="model_states">object.state in ('waiting_date','manual','progress')</field>
  61         </record>
  62
  63         <record id="process_node_packinglist0" model="process.node">
  64             <field name="menu_id" ref="stock.menu_picking_waiting"/>
  65             <field name="model_id" ref="stock.model_stock_picking"/>
  66             <field eval="'Packing List'" name="name"/>
  67             <field eval="'The worker have to pack the requested products.'" name="note"/>
  68             <field name="process_id" ref="process_process_salesworkflow0"/>
  69             <field name="model_states">object.state in ('assigned', 'confirmed')</field>
  70         </record>
  71
  72         <record id="process_node_deliveryorder0" model="process.node">
  73             <field name="menu_id" ref="stock.menu_picking_waiting_delivery"/>
  74             <field name="model_id" ref="stock.model_stock_picking"/>
  75             <field eval="'state'" name="kind"/>
  76             <field eval="'Delivery Order'" name="name"/>
  77             <field eval="'The delivery order document, when boxes leaves the warehouse.'" name="note"/>
  78             <field name="process_id" ref="process_process_salesworkflow0"/>
  79             <field name="model_states">object.state in ('done')</field>
  80         </record>
  81
  82         <record id="process_node_invoice0" model="process.node">
  83             <field name="menu_id" ref="account.menu_invoice_draft"/>
  84             <field name="model_id" ref="account.model_account_invoice"/>
  85             <field eval="'subflow'" name="kind"/>
  86             <field eval="'Invoice'" name="name"/>
  87             <field eval="'Invoice based on the sale order.'" name="note"/>
  88             <field name="process_id" ref="process_process_salesworkflow0"/>
  89             <field name="subflow_id" ref="account.process_process_invoiceworkflow0"/>
  90         </record>
  91
  92         <record id="process_node_invoiceafterdelivery0" model="process.node">
  93             <field name="menu_id" ref="account.menu_invoice_draft"/>
  94             <field name="model_id" ref="account.model_account_invoice"/>
  95             <field eval="'subflow'" name="kind"/>
  96             <field eval="'Invoice on Packing'" name="name"/>
  97             <field eval="'In case you invoice based on packings'" name="note"/>
  98             <field name="process_id" ref="process_process_salesworkflow0"/>
  99             <field name="subflow_id" ref="account.process_process_invoiceworkflow0"/>
 100             <field eval="0" name="flow_start"/>
 101         </record>
 102
 103         <!--
 104             Process Condition
 105         -->
 106
 107         <record id="process_condition_conditionafterdelivery0" model="process.condition">
 108             <field name="model_id" ref="sale.model_sale_order"/>
 109             <field name="node_id" ref="process_node_invoiceafterdelivery0"/>
 110             <field name="model_states">object.order_policy=='postpaid'</field>
 111             <field eval="'condition_after_delivery'" name="name"/>
 112         </record>
 113
 114         <!--
 115             Process Transition
 116         -->
 117
 118         <record id="res_roles_salesman0" model="res.roles">
 119             <field eval="'Salesman'" name="name"/>
 120         </record>
 121
 122         <record id="sale.trans_draft_router" model="workflow.transition">
 123             <field name="role_id" ref="res_roles_salesman0"/>
 124         </record>
 125
 126         <record id="sale.trans_wait_invoice_invoice_manual" model="workflow.transition">
 127             <field name="role_id" ref="res_roles_salesman0"/>
 128         </record>
 129
 130         <record id="process_transition_confirmquotation0" model="process.transition">
 131             <field eval="[(6,0,[])]" name="transition_ids"/>
 132             <field eval="'Confirm Quotation'" name="name"/>
 133             <field eval="'Whenever confirm button is clicked, the draft state is moved to manual. that is, quotation is moved to  sale order.'" name="note"/>
 134             <field model="process.node" name="target_node_id" ref="process_node_saleorder0"/>
 135             <field model="process.node" name="source_node_id" ref="process_node_quotation0"/>
 136             <field eval="[(6,0,[ref('sale.trans_draft_router')])]" name="transition_ids"/>
 137         </record>
 138
 139         <record id="process_transition_packing0" model="process.transition">
 140             <field eval="[(6,0,[])]" name="transition_ids"/>
 141             <field eval="'Packing'" name="name"/>
 142             <field eval="'Packing list is created when the Assign button is being clicked after confirming the sale order. This transaction moves the sale order to packing list.'" name="note"/>
 143             <field model="process.node" name="target_node_id" ref="process_node_packinglist0"/>
 144             <field model="process.node" name="source_node_id" ref="process_node_saleorder0"/>
 145         </record>
 146
 147         <record id="process_transition_deliver0" model="process.transition">
 148             <field eval="[(6,0,[])]" name="transition_ids"/>
 149             <field eval="'Deliver'" name="name"/>
 150             <field eval="'Confirming the packing list moves them to delivery order. This can be done by clicking on the Validate button.'" name="note"/>
 151             <field model="process.node" name="target_node_id" ref="process_node_deliveryorder0"/>
 152             <field model="process.node" name="source_node_id" ref="process_node_packinglist0"/>
 153         </record>
 154
 155         <record id="process_transition_invoice0" model="process.transition">
 156             <field eval="[(6,0,[])]" name="transition_ids"/>
 157             <field eval="'Invoice'" name="name"/>
 158             <field eval="'Invoice is created when Create Invoice is being clicked after confirming the sale order. This transaction moves the sale order to invoices.'" name="note"/>
 159             <field model="process.node" name="target_node_id" ref="process_node_invoice0"/>
 160             <field model="process.node" name="source_node_id" ref="process_node_saleorder0"/>
 161             <field eval="[(6,0,[ref('sale.trans_wait_invoice_invoice_manual')])]" name="transition_ids"/>
 162         </record>
 163
 164         <record id="process_transition_invoiceafterdelivery0" model="process.transition">
 165             <field eval="[(6,0,[])]" name="transition_ids"/>
 166             <field eval="'Invoice after delivery'" name="name"/>
 167             <field eval="'When you select Shipping Ploicy = Automatic Invoice after delivery , it will automatic create after delivery.'" name="note"/>
 168             <field model="process.node" name="target_node_id" ref="process_node_invoiceafterdelivery0"/>
 169             <field model="process.node" name="source_node_id" ref="process_node_deliveryorder0"/>
 170         </record>
 171
 172         <record id="process_transition_saleprocurement0" model="process.transition">
 173             <field eval="[(6,0,[])]" name="role_ids"/>
 174             <field eval="[(6,0,[])]" name="transition_ids"/>
 175             <field eval="'Sale Procurement'" name="name"/>
 176             <field eval="'In sale order , procuerement for each line and it comes into the procurement order'" name="note"/>
 177             <field model="process.node" name="target_node_id" ref="mrp.process_node_procureproducts0"/>
 178             <field model="process.node" name="source_node_id" ref="process_node_saleorderprocurement0"/>
 179         </record>
 180
 181         <record id="process_transition_saleinvoice0" model="process.transition">
 182             <field eval="[(6,0,[])]" name="role_ids"/>
 183             <field eval="[(6,0,[])]" name="transition_ids"/>
 184             <field eval="'Sale Invoice'" name="name"/>
 185             <field eval="'Confirm sale order and Create invoice.'" name="note"/>
 186             <field model="process.node" name="target_node_id" ref="account.process_node_draftinvoices0"/>
 187             <field model="process.node" name="source_node_id" ref="process_node_order0"/>
 188         </record>
 189
 190         <!--
 191             Process Action
 192         -->
 193
 194         <record id="process_transition_action_confirm0" model="process.transition.action">
 195             <field eval="'action_wait'" name="action"/>
 196             <field eval="'object'" name="state"/>
 197             <field eval="'Confirm'" name="name"/>
 198             <field name="transition_id" ref="process_transition_confirmquotation0"/>
 199         </record>
 200
 201         <record id="process_transition_action_cancel0" model="process.transition.action">
 202             <field eval="'action_cancel'" name="action"/>
 203             <field eval="'object'" name="state"/>
 204             <field eval="'Cancel'" name="name"/>
 205             <field name="transition_id" ref="process_transition_confirmquotation0"/>
 206         </record>
 207
 208         <record id="process_transition_action_assign0" model="process.transition.action">
 209             <field eval="'action_assign'" name="action"/>
 210             <field eval="'object'" name="state"/>
 211             <field eval="'Assign'" name="name"/>
 212             <field name="transition_id" ref="process_transition_packing0"/>
 213         </record>
 214
 215         <record id="process_transition_action_forceassignation0" model="process.transition.action">
 216             <field eval="'force_assign'" name="action"/>
 217             <field eval="'object'" name="state"/>
 218             <field eval="'Force Assignation'" name="name"/>
 219             <field name="transition_id" ref="process_transition_packing0"/>
 220         </record>
 221
 222         <record id="process_transition_action_cancel1" model="process.transition.action">
 223             <field eval="'action_cancel'" name="action"/>
 224             <field eval="'object'" name="state"/>
 225             <field eval="'Cancel'" name="name"/>
 226             <field name="transition_id" ref="process_transition_packing0"/>
 227         </record>
 228
 229         <record id="process_transition_action_cancelassignation0" model="process.transition.action">
 230             <field eval="'cancel_assign'" name="action"/>
 231             <field eval="'object'" name="state"/>
 232             <field eval="'Cancel Assignation'" name="name"/>
 233             <field name="transition_id" ref="process_transition_deliver0"/>
 234         </record>
 235
 236         <record id="process_transition_action_validate0" model="process.transition.action">
 237             <field eval="'test_finnished'" name="action"/>
 238             <field eval="'object'" name="state"/>
 239             <field eval="'Validate'" name="name"/>
 240             <field name="transition_id" ref="process_transition_deliver0"/>
 241         </record>
 242
 243         <record id="process_transition_action_cancel2" model="process.transition.action">
 244             <field eval="'action_cancel'" name="action"/>
 245             <field eval="'object'" name="state"/>
 246             <field eval="'Cancel'" name="name"/>
 247             <field name="transition_id" ref="process_transition_deliver0"/>
 248         </record>
 249
 250         <record id="process_transition_action_createinvoice0" model="process.transition.action">
 251             <field eval="'action_invoice_create'" name="action"/>
 252             <field eval="'object'" name="state"/>
 253             <field eval="'Create Invoice'" name="name"/>
 254             <field name="transition_id" ref="process_transition_invoice0"/>
 255         </record>
 256
 257         <record id="process_transition_action_cancelorder0" model="process.transition.action">
 258             <field eval="'action_cancel'" name="action"/>
 259             <field eval="'object'" name="state"/>
 260             <field eval="'Cancel Order'" name="name"/>
 261             <field name="transition_id" ref="process_transition_invoice0"/>
 262         </record>
 263
 264     </data>
 265 </openerp>