Openbravo Issue Tracking System - Openbravo ERP
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0004524Openbravo ERP08. Project and service managementpublic2008-07-27 16:352011-02-04 09:11
20Ubuntu 7.10
0004524: Expenses approval system
Nowadays process/unprocess time (expense) sheet capability is somewhat used as an approval system, which is not 100% correct. Process/Unprocess should only reflect a change from a draft/confirmed status for expense sheets.

An approval system for expenses would be useful in order that the responsible of a project supervises expenses that employees participating in it register in expense sheets.
1) Go to Project & Service Management || Transactions || Expense Sheet || Header
There are two different approaches:
1) Third status for process/unprocess:
** Implement a third state of the Expense Sheet line, apart from processed and unprocessed: Approved.
** The logical path for an expense line would be: Unprocessed > Processed > Approved.
** Processed column in S_TimeExpenseLine should be modified.
** This could interfere with current usages of this field.
2) Approved check-box:
** Create a new column in S_TimeExpenseLine called Approved with possible values Yes/No. This value should not be allowed to change if there are already order or invoice lines associated to this expense sheet lines.
** In Expense Sheet line show Approved check-box which will be read-only.
** Create an Approval window where the responsible could see all the processed expense lines done in the projects he is responsible for.
** In this window only processed time sheet lines will display. Expense sheet lines which have order or invoice lines associated will neither display.
** By default, the filter should only display non-approved expense sheet lines. If he filters, he can also see approved ones (in order to disapprove them).
** By default, the older expense sheet lines will display first.
** Filter for this window:
*** Employee
*** Product
*** Project
*** Project Phase
*** Project Task
*** Expense Date
*** Approved
** This way, he would easily track and approve/disapprove the expense lines of its projects using a 'Approve/Disapprove expense line' button or changing the Approved check-box value (this check-box would be the only non-read-only field).
** This is the better approach.

In both cases:
* A check-box 'Process only approved expenses' should be included in 'Create AP Expenses Invoices' and 'Create Sales Orders from Expenses' processes.
* A column named 'Approved' with possible values 'Yes/No' should be added to the Expense Report.
ModuleCandidate, ReleaseCandidate
related to feature request 0003358pi acknowledged Triage Platform Base BPM engine (workflow) 
depends on feature request 0004526 acknowledged rmorley Process/Unprocess Expense Sheet lines individually 
related to feature request 0004504 acknowledged rmorley Associate human resources to projects 
blocks feature request 0000502 acknowledged rmorley Projects enhancements 
Not all the children of this issue are yet resolved or closed.
Issue History
2008-07-27 16:35rafarodaNew Issue
2008-07-27 16:35rafarodaAssigned To => rafaroda
2008-07-27 16:35rafarodasf_bug_id0 => 2029486
2008-07-27 16:36rafarodaRelationship addedblocks 0000502
2008-07-27 16:37rafarodaRelationship addedrelated to 0004504
2008-07-27 17:16rafarodaRelationship addeddepends on 0004526
2008-11-10 14:25rafarodaAssigned Torafaroda => pjuvara
2008-11-16 18:11pjuvaraTag Attached: ReleaseCandidate
2008-11-16 18:12pjuvaraStatusnew => acknowledged
2008-11-16 18:12pjuvaraRelationship addedrelated to 0003358
2009-09-25 08:58rafarodaTag Attached: ModuleCandidate
2009-09-25 09:18rafarodaDescription Updated
2009-09-25 09:18rafarodaSteps to Reproduce Updated
2011-02-04 09:11jpabloaeAssigned Topjuvara => rmorley

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