Hi Mario; Thanks Mario for thinking about my problem! I had thought about using sales orders, but; the requirements seem more like projects to me.
Client companies are purchasing blocks of these classes for specific employees, and; most of these classes are one-on-one instructor and client-employee. We want to make certain that the instructors are meeting the classes per week commitments for all their client-employees. That seems a bit more like projects, than orders. Though there are date commitments involved. Does it seem like I've gotten off on the wrong track? [email protected] On Thu, Dec 27, 2012 at 8:13 AM, Mario Arias <[email protected]>wrote: > Hi Dale, > > Can't you get this done by simple invoices or sale orders? > You create your products (Yoga beginners class, Kegel advanced class, ...) > and as uom for each product you use one based on time... Yoga class -> 30 > min, Kegel -> 15 min > > Then your users can create orders in units (two Yoga classes, one Kegel > class, ...) > > From there, you can get anything you like, as total time invoiced per > user, or total number of units of Yoga Classes provided, ... with at most > just small changes to a couple reports... > > Regards, > -Mario > > > On Thu, Dec 27, 2012 at 6:40 AM, Dale E. Moore <[email protected]>wrote: > >> Hi Jeff; >> >> I like your clarity! >> >> A group of my users don't think in time, they think in units. They think >> of 1 Class instead of X minutes. They would re-write your project module >> specification something like this: >> >> The key point in the project module is to "record work activity". So the >> main reasons to use this module are to record work activity for : >> 1- employee or consultant payroll >> 2- customer billing >> 3- progress, or utilization monitoring >> If you need to record work activity, the project module is the best >> solution for your needs. >> >> I'm thinking a new view that would no longer show the Time Spent field, >> but; instead show a Units Spent field. And since an employee can work on >> several different products, a selector to pick the applicable product. So >> they would enter: >> >> 1. Work Summary >> 2. Product (Yoga beginners class, Kegel advanced class, ...) >> 3. Units Spent (1 Class, 2 Classes) >> 4. Done By >> 5. Date >> >> And the program would retain the entered fields, but; also calculate >> time_spent = units_spent * known_time_per_product. I think that >> known_time_per_product would have to exist with the product. >> >> Payroll time is satisfied. A new billing format will be needed for these >> types of projects that would show Units Spent instead of Time Spent. We >> don't require changes to progress, or utilization monitoring because those >> few people are used to thinking in minutes. >> >> I appreciate your time and attention to my problem! Are there other >> issues that occur to you where I should be cautious? >> >> I hope this note finds you and finds you well, >> [email protected] >> >> >> >> On Thu, Dec 27, 2012 at 12:13 AM, jeff.wang <[email protected]> wrote: >> >>> Hi Dale, >>> >>> The key point in openerp project module is "record time spend". So >>> the main reason to use this module should be(In My Personal Opinion): >>> >>> 1- you need record the work time of your employee to pay for their >>> real work time >>> >>> 2- you need record the time your customer consumed to bill them for >>> your real work time >>> >>> 3- you need record the work time of your employee to know the progess >>> of a project or spec task, or utilization for spec employee >>> >>> >>> So, if you refuse to record task time, project module should not be >>> the best solution for your needs. >>> >>> ------------------ >>> Jeff Wang | [email protected] | 18016291663 | 02158980787 >>> @OpenERP_Jeff "As simple as possible, As complex as needed" >>> <http://www.osbzr.com> >>> Maintainer of Open ERP china community >>> http://www.openerp-china.org >>> >>> >>> >>> ------------------ Original ------------------ >>> *From: * "Dale E. Moore"<[email protected]>; >>> *Date: * Thu, Dec 27, 2012 11:45 AM >>> *To: * "Eric Caudal"<[email protected]>; ** >>> *Cc: * "openerp-community"<[email protected]>; ** >>> *Subject: * Re: [Openerp-community] v61 Tasks Work employee product is >>> units? >>> >>> I can't be certain it'll be 1/4 an hour units. A product unit duration >>> might be anything, I'll have to keep the conversion formula for X minutes = >>> 1 unit somewhere. >>> >>> Does it seem unreasonable to you for me to inherit the task work entry >>> view, enter the unit into a new field, calculate the Time Spent and save >>> the unit field along with the old fields populated with my calculated >>> results? >>> >>> Does this seem completely unreasonable? >>> >>> On Wed, Dec 26, 2012 at 8:40 PM, Eric Caudal <[email protected] >>> > wrote: >>> >>>> Maybe you should create a "quarter of hour" or use the decimal >>>> accuracy in UoM to 0,25. >>>> >>>> >>>> Eric Caudal*CEO* >>>> --*Elico Corporation, Shanghai branchOpenERP Premium Certified Training >>>> Partner * >>>> Cell: + 86 186 2136 1670 >>>> Office: + 86 21 6211 8017/27/37 >>>> Skype: [email protected]http://www.elico-corp.com >>>> >>>> On 12/27/2012 09:50 AM, Dale E. Moore wrote: >>>> >>>> Thanks Eric, I appreciate your insight! >>>> >>>> The user wants to enter 1 Yoga Class which everyone involved knows is >>>> 30 minutes. Or 1 Kegel exercise class which is 15 minutes. >>>> >>>> I'd mentioned earlier >>>> >>>> Maybe I could inherit the Task Work data entry form and let the user >>>>> enter 1 or 2 or 3 pieces worked on, then; convert this information to >>>>> the Time Spent required by Task Work. But, I'll have to figure out what a >>>>> single piece means to me time-wise. Like a single 30 minute Yoga class >>>>> would be entered as 1 Class but would become 0:30 Time Spent or 2 >>>>> classes would become 1 hour worked (and billed.) >>>> >>>> >>>> so my project entry would be what the user wants but the retained >>>> project data would be what the system needs. >>>> >>>> Am I crazy? >>>> [email protected] >>>> >>>> On Wed, Dec 26, 2012 at 7:39 PM, Eric Caudal < >>>> [email protected]> wrote: >>>> >>>>> The UoM is defined in the product used in the relevant user. >>>>> You cannot convert PCE to hours if they are not in the same UoM >>>>> category. >>>>> But you can say 1 day = 8 h in same category: OpenERP will take care >>>>> of the conversion. >>>>> >>>>> Eric Caudal*CEO* >>>>> --*Elico Corporation, Shanghai branchOpenERP Premium Certified Training >>>>> Partner * >>>>> Cell: + 86 186 2136 1670 >>>>> Office: + 86 21 6211 8017/27/37 >>>>> Skype: [email protected]http://www.elico-corp.com >>>>> >>>>> On 12/27/2012 09:32 AM, Dale E. Moore wrote: >>>>> >>>>> I'm sorry Cristian; I've tried several times to understand your two >>>>> questions and I'm pretty sure I don't understand what you are asking. >>>>> >>>>> You said "Hello, so if its dont configured the worktime in project, >>>>> hour is the UoM by default ?" I think you were asking "Is Work Task entry >>>>> default UoM Hour?" I believe the answer is yes, especially since the >>>>> relevant field is "Time Spent." >>>>> >>>>> You said "And is used to compute the task and project progress ?" I >>>>> think you were asking "Is 'Time Spent' used to compute task and project >>>>> progress?" I believe the answer to that is yes, because; task and project >>>>> progress seem to increase by 'Time Spent' amounts. >>>>> >>>>> Please let me know if I've misunderstood your questions! >>>>> >>>>> You raise a relevant point; how would the current Project entry work >>>>> by only partially shifting to PCE, Piece or Unit entry. Shouldn't I also >>>>> compute task and project progress? I think you are right, thanks for the >>>>> insight! I should look through the entire Project to see how Piece instead >>>>> of Time would be calculated. >>>>> >>>>> And this raises another question. Where do I retain the calculation >>>>> 1 Piece = XYZ hours? This sounds more like a manufacturing effect than >>>>> project management. >>>>> >>>>> I appreciate y'alls insights! >>>>> [email protected] >>>>> >>>>> >>>>> >>>>> On Wed, Dec 26, 2012 at 9:26 AM, Ovnicraft <[email protected]>wrote: >>>>> >>>>>> >>>>>> >>>>>> >>>>>> On Wed, Dec 26, 2012 at 1:33 AM, jeff.wang <[email protected]> wrote: >>>>>> >>>>>>> Hi Dale, >>>>>>> >>>>>>> Hour is UOM of time, you need use a time UOM for a task, eg, day >>>>>>> or week or month or maybe year. >>>>>>> >>>>>> >>>>>> Hello, so if its dont configured the worktime in project, hour is >>>>>> the UoM by default ? >>>>>> And is used to compute the task and project progress ? >>>>>> >>>>>> Regards, >>>>>> >>>>>>> >>>>>>> PCE is piece, do you want a piece of task ? never. >>>>>>> >>>>>>> so try to input day or hour in the UOM for your product. good luck >>>>>>> ! >>>>>>> >>>>>>> ------------------ >>>>>>> Jeff Wang | [email protected] | 18016291663 | 02158980787 >>>>>>> @OpenERP_Jeff "As simple as possible, As complex as needed" >>>>>>> <http://www.osbzr.com> >>>>>>> Maintainer of Open ERP china community >>>>>>> http://www.openerp-china.org >>>>>>> >>>>>>> >>>>>>> ------------------ Original ------------------ >>>>>>> *From: * "Dale E. Moore"<[email protected]>; >>>>>>> *Date: * Wed, Dec 26, 2012 10:35 AM >>>>>>> *To: * "openerp-community"<[email protected]>; >>>>>>> *Subject: * [Openerp-community] v61 Tasks Work employee product is >>>>>>> units? >>>>>>> >>>>>>> When I enter the Time Spent for a Task Work and the Analytic >>>>>>> User/Product Rel. is a UoM other than time, like PCE, I get >>>>>>> "Conversion from Product UoM Hour to Default UoM PCE is not possible >>>>>>> as they both belong to different Category!." >>>>>>> >>>>>>> Have I missed configuring my installation to allow PCE UoM entry for >>>>>>> Task Work, or is that something that's not allowed? >>>>>>> >>>>>>> I look forward to hearing from you, >>>>>>> [email protected] >>>>>>> >>>>>> >> _______________________________________________ >> Mailing list: https://launchpad.net/~openerp-community >> Post to : [email protected] >> Unsubscribe : https://launchpad.net/~openerp-community >> More help : https://help.launchpad.net/ListHelp >> >> >
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