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Issue 1746048: Tryton Subscriptions
Patch Set: Created 15 years, 3 months ago
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1 .. Tryton Subscription documentation master file, created by
2 sphinx-quickstart on Thu Jul 15 19:18:49 2010.
3 You can adapt this file completely to your liking, but it should at least
4 contain the root `toctree` directive.
5
6 Welcome to Tryton Subscription's documentation!
7 ===============================================
8
9 Subscription Module
10 ###################
11
12 This module allows you to replicate the existing records on a regular interval.
13 For Example, if you have an existing customer who comes to you every week for a
14 predefined amount of product, then you do not need to create the Sale Order,·
15 Shipment and Invoice again and again. You can leave this job to this module.
16 It will create all the documents at a regular interval of time at the *"Draft"*·
17 state.
18
19 To replicate the records, first of all you need to define a Template. This·
20 template will specify which specific type of record is to be replicated. Than·
21 you need to define a subscription. Here we will define the record to be·
22 replicated along with the interval.
23
24 Creating a Subscription Templates
25 *********************************
26
27 A template can be created for any model. The Subscription template model·
28 contains the followong fields:··
29
30 #. Name : Just define any name for this Template.
31 #. Active: A checkbox that allow to enable/disable the template.
32 #. Model: A field to select the model. Here there are some technical portions·
33 that you need to overlook. All you need is to select the Model being needed.·
34 Here are some examples: -
35
36 * Invoice - Invoice (account.invoice)
37 * Sale Order - Sale (sale.sale)
38 * Stock Move - Stock Move (stock.move)
39 * Supplier Shipment - stock.shipment.in
40 * Customer Shipment - stock.shipment.out
41 * Purchase Order - Purchase (purchase.purchase)
42
43 #. Fields: Once the Model is selected you need to define the fields. Following·
44 are the options available: -
45
46 * If you do not select any field, than all the fields will be copied in·
47 the duplicate entry.
48 * Select a field and mark False - This field would not be copied.
49 * Select a field and mark "Current Date" - The latest value of this field·
50 will be copied.
51
52 .. note:
53 You cannot mark False to field that was required in the original form. This·
54 will not create a Duplicate Record.
55
56 .. image:: Template.png
57 :width: 900
58 :height: 550
59
60
61 Subscription Rule
62 *****************
63
64 This Form will define the acutal rule to be followed for duplicating a record.
65
66 #. **Name**: The name of the subscription.
67 #. **Active**: A checkbox that allow to enable/disable the template. Once you
68 are done with the subscription, simply *Disable* this field and **Save**.
69 #. **Request User**: User who is creating the subscription.
70 #. **Interval Type**: The unit of interval in *days*, *weeks*, *months*,·
71 *minutes* and *hours*.
72 #. **Interval Number**: The interval after which the next duplication is to be·
73 done. It works in accordance with the field **Interval Type**. For example,
74 you fill '1.00' here and select type as *Month*, then duplication will be
75 done at an intervals of 1 Month.
76 #. **Number of Calls**: Number of templates to be subscripted.
77 #. **Next Call Date**: The Date-Time when next subscription will be called.
78 #. **Template**: The Source template to be subscripted. These are the ones you·
79 created using **Subscription Templates**. The field next to it will contain·
80 the specific record to be Subscribed for replication.
81 #. **Notes**: Atext field to write notes related to the subscription.
82
83 .. image:: Subscription.png
84 :width: 900
85 :height: 550
86
87 How Subscription Works??
88 ************************
89
90 Once you are done with Both the forms, all you need is to save the Rules and·
91 relax. The next time you login, just go to the concerned Model (eg. Purchase·
92 Order) and Reload the page. There are your Subscription.
93
94 .. note::
95 You can only delete a subscription when it has not created any line. Once it·
96 creates a duplicate record, it shows an error on deleting and resticts you·
97 to do so. You need to uncheck the "Active" field (deactivate the subscription )
98 and save the form.
99
100 Indices and tables
101 ==================
102
103 * :ref:`genindex`
104 * :ref:`modindex`
105 * :ref:`search`
106
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