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Correct tier.review data after it has been created.

Project description

Odoo Community Association

Base Tier Validation Correction

Alpha License: AGPL-3 OCA/server-ux Translate me on Weblate Try me on Runboat

This module provide a new operation to correct the information in tier.review for any document under tier validation.

For example, a document started validation, a tier review is assigned to Mr. Smith.

However, since Mr. Smith has urgent business oversea for a few days, all document need to get approved by Mr. John as person in charge.

This module allow user with Tier Review Correction role to change the reviewer to Mr. John.

Note: Currently, only correction type available is to reassign the reviewer, but it is possible to add in the future.

Table of contents

Configuration

Person that can use the tier review correction, must has access right to group Tier Review Correction

Usage

To create/edit Tier Review Correction

  • Login as user with Tier Review Correction role

  • Go to menu Settings > Technical > Tier Validation > Tier Review Correction

  • Create a new tier correction, by selecting,

    • Correction Type, in this case, Reassign Reviewer(s)

    • Document Model, i.e., Purchase order

  • Find documents with pending reviews by,

    • Reviewer(s)

    • Name Search

  • Then set default value to change, in this case,

    • New Reviewer(s)

  • Click button “Prepare”, if any document matched, it should list in Correction Detail table.

  • For each correction line, user can still change the affected tier reviews, and new reviewers.

  • Click button “Make Correction” to finalize the operation.

  • As an option, click on “Revert Back” to set back to original status.

    • For case Reassign Reviewer(s), system to get the original reviewers from tier definition as set it back.

Quick access, from a working document, to create/view Tier Review Correction

  • As user with Tier Review Correction role

  • On any document, i.e., Purchase Order, with validation already started.

  • On the yellow banner (pending state), click on “Change Reviewer” link on its right side.

    • If this document has no Correction yet, it will create new.

    • If the document already has some Corrections, it will show those corrections.

To run the Tier Review Correction by scheduled job

  • As user with Tier Review Correction role

  • On any Tier Review Correction, open tab “Scheduled Action”

  • Setup the datetime to Scheduled Correct and Scheduled Revert. By default, scheduled action “Tier Correction Scheduler” will run every 1 hour.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Ecosoft

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

kittiu

This module is part of the OCA/server-ux project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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