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Unified Diff: doc/_sources/readme.txt

Issue 1746048: Tryton Subscriptions
Patch Set: Created 15 years, 3 months ago
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Index: doc/_sources/readme.txt
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+.. Tryton Subscription documentation master file, created by
+ sphinx-quickstart on Thu Jul 15 19:18:49 2010.
+ You can adapt this file completely to your liking, but it should at least
+ contain the root `toctree` directive.
+
+Welcome to Tryton Subscription's documentation!
+===============================================
+
+Subscription Module
+###################
+
+This module allows you to replicate the existing records on a regular interval.
+For Example, if you have an existing customer who comes to you every week for a
+predefined amount of product, then you do not need to create the Sale Order,
+Shipment and Invoice again and again. You can leave this job to this module.
+It will create all the documents at a regular interval of time at the *"Draft"*
+state.
+
+To replicate the records, first of all you need to define a Template. This
+template will specify which specific type of record is to be replicated. Than
+you need to define a subscription. Here we will define the record to be
+replicated along with the interval.
+
+Creating a Subscription Templates
+*********************************
+
+A template can be created for any model. The Subscription template model
+contains the followong fields:
+
+#. Name : Just define any name for this Template.
+#. Active: A checkbox that allow to enable/disable the template.
+#. Model: A field to select the model. Here there are some technical portions
+ that you need to overlook. All you need is to select the Model being needed.
+ Here are some examples: -
+
+ * Invoice - Invoice (account.invoice)
+ * Sale Order - Sale (sale.sale)
+ * Stock Move - Stock Move (stock.move)
+ * Supplier Shipment - stock.shipment.in
+ * Customer Shipment - stock.shipment.out
+ * Purchase Order - Purchase (purchase.purchase)
+
+#. Fields: Once the Model is selected you need to define the fields. Following
+ are the options available: -
+
+ * If you do not select any field, than all the fields will be copied in
+ the duplicate entry.
+ * Select a field and mark False - This field would not be copied.
+ * Select a field and mark "Current Date" - The latest value of this field
+ will be copied.
+
+.. note:
+ You cannot mark False to field that was required in the original form. This
+ will not create a Duplicate Record.
+
+.. image:: Template.png
+ :width: 900
+ :height: 550
+
+
+Subscription Rule
+*****************
+
+This Form will define the acutal rule to be followed for duplicating a record.
+
+#. **Name**: The name of the subscription.
+#. **Active**: A checkbox that allow to enable/disable the template. Once you
+ are done with the subscription, simply *Disable* this field and **Save**.
+#. **Request User**: User who is creating the subscription.
+#. **Interval Type**: The unit of interval in *days*, *weeks*, *months*,
+ *minutes* and *hours*.
+#. **Interval Number**: The interval after which the next duplication is to be
+ done. It works in accordance with the field **Interval Type**. For example,
+ you fill '1.00' here and select type as *Month*, then duplication will be
+ done at an intervals of 1 Month.
+#. **Number of Calls**: Number of templates to be subscripted.
+#. **Next Call Date**: The Date-Time when next subscription will be called.
+#. **Template**: The Source template to be subscripted. These are the ones you
+ created using **Subscription Templates**. The field next to it will contain
+ the specific record to be Subscribed for replication.
+#. **Notes**: Atext field to write notes related to the subscription.
+
+.. image:: Subscription.png
+ :width: 900
+ :height: 550
+
+How Subscription Works??
+************************
+
+Once you are done with Both the forms, all you need is to save the Rules and
+relax. The next time you login, just go to the concerned Model (eg. Purchase
+Order) and Reload the page. There are your Subscription.
+
+.. note::
+ You can only delete a subscription when it has not created any line. Once it
+ creates a duplicate record, it shows an error on deleting and resticts you
+ to do so. You need to uncheck the "Active" field (deactivate the subscription)
+ and save the form.
+
+Indices and tables
+==================
+
+* :ref:`genindex`
+* :ref:`modindex`
+* :ref:`search`
+
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