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TypeCategorySeverityReproducibilityDate SubmittedLast Update
feature request[Openbravo ERP] 08. Project and service managementminoralways2008-07-27 16:352011-02-04 09:11
ReporterrafarodaView Statuspublic 
Assigned Tormorley 
PrioritynormalResolutionopenFixed in Version
StatusacknowledgedFix in branchFixed in SCM revision
ProjectionnoneETAnoneTarget Version
OSLinux 32 bitDatabasePostgreSQLJava version1.5
OS VersionUbuntu 7.10Database version8.3Ant version1.7
Product VersionpiSCM revision5996 
Review Assigned To
Web browser
Regression level
Regression date
Regression introduced in release
Regression introduced by commit
Triggers an Emergency PackNo

0004524: Expenses approval system

DescriptionNowadays 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 Reproduce1) Go to Project & Service Management || Transactions || Expense Sheet || Header
Proposed SolutionThere 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.
TagsModuleCandidate, ReleaseCandidate
Attached Files

- Relationships Relation Graph ] Dependency Graph ]
related to feature request 0003358pi acknowledgedTriage Platform Base BPM engine (workflow) 
depends on feature request 0004526 acknowledgedrmorley Process/Unprocess Expense Sheet lines individually 
related to feature request 0004504 acknowledgedrmorley Associate human resources to projects 
blocks feature request 0000502 acknowledgedrmorley Projects enhancements 
Not all the children of this issue are yet resolved or closed.

-  Notes
There are no notes attached to this issue.

- 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 16:36 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

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