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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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