0004524: Expenses approval system

Description

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.

Steps To Reproduce

1) Go to Project & Service Management || Transactions || Expense Sheet || Header

Proposed Solution

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.

Tags

ModuleCandidate, ReleaseCandidate

Attached Files

Relationships [ Relation Graph ] [ Dependency Graph ]

related to	feature request	0003358	pi	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.

Notes
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Issue History
Date Modified	Username	Field	Change
2008-07-27 16:35	rafaroda	New Issue
2008-07-27 16:35	rafaroda	Assigned To	=> rafaroda
2008-07-27 16:35	rafaroda	sf_bug_id	0 => 2029486
2008-07-27 16:35	rafaroda	OBNetwork customer	=> No
2008-07-27 16:36	rafaroda	Relationship added	blocks 0000502
2008-07-27 16:37	rafaroda	Relationship added	related to 0004504
2008-07-27 17:16	rafaroda	Relationship added	depends on 0004526
2008-11-10 14:25	rafaroda	Assigned To	rafaroda => pjuvara
2008-11-16 18:11	pjuvara	Tag Attached: ReleaseCandidate
2008-11-16 18:12	pjuvara	Status	new => acknowledged
2008-11-16 18:12	pjuvara	Relationship added	related to 0003358
2009-09-25 08:58	rafaroda	Tag Attached: ModuleCandidate
2009-09-25 09:18	rafaroda	Description Updated
2009-09-25 09:18	rafaroda	Steps to Reproduce Updated
2011-02-04 09:11	jpabloae	Assigned To	pjuvara => rmorley