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[FIX] *: first small clean of the code

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Friday afternoon cleanup. This is required so we can use "make test", as
there are currently hundreds of errors. For now, it is unusable because
of the oldest code in this repo.

closes odoo/documentation#3538

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
Jonathan Castillo (jcs)
2023-02-10 16:01:29 +00:00
parent ec0fae4992
commit f270587a12
24 changed files with 259 additions and 217 deletions
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content/applications/finance/accounting/others/analytic/timesheets.rst
+3 -3
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@@ -59,7 +59,7 @@ Repeat the operation to create the Cedric Digory employee. Don't forget
to specify its related user and **Timesheet Costs**.
Issue a Sales Order
--------------------
-------------------
We created two employees called Harry Potter and Cedric Diggory in the
**Employee** app. Both of them will work on a consultancy contract for our
@@ -148,7 +148,7 @@ We can thus filter this information from the **Analytic Entries**.
Enter the **Accounting** app, and click on :menuselection:`Adviser --> Analytic Entries`.
In this menu we have several options to analyse the human resource cost.
1. We filter on the **Analytic account** so we can see the cost and revenues
#. We filter on the **Analytic account** so we can see the cost and revenues
of the project. Add a custom **Filter** where the **Analytic Account**
contains the **Sales Order** number.
@@ -161,7 +161,7 @@ In this menu we have several options to analyse the human resource cost.
.. image:: timesheets/timesheets09.png
:align: center
2. We can group the different analytical accounts together and check
#. We can group the different analytical accounts together and check
their respective revenues. Simply group by **Analytic account** and
select the **Graph view** to have a clear overview.
content/applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst
+2 -2
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@@ -48,7 +48,7 @@ Post an expense to the right account
------------------------------------
Select the account on a draft bill
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
On a draft bill, select the right account for all the products of which the expenses must be
deferred.
@@ -72,7 +72,7 @@ save.
`Automate the Deferred Expenses`_).
Change the account of a posted journal item
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To do so, open your Purchases Journal by going to :menuselection:`Accounting --> Accounting -->
Purchases`, select the journal item you want to modify, click on the account, and select the right
content/applications/finance/accounting/receivables/customer_invoices/deferred_revenues.rst
+1 -1
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@@ -71,7 +71,7 @@ save.
`Automate the Deferred Revenues`_).
Change the account of a posted journal item
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To do so, open your Sales Journal by going to
:menuselection:`Accounting --> Accounting --> Sales`, select the journal item you
content/applications/finance/accounting/reporting/overview/customize.rst
+1 -1
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@@ -43,7 +43,7 @@ configured:
Statement)
Add lines in your custom reports
=================================
================================
After you've created the report, you need to fill it with lines. They
all need a **name**, a **code** (that is used to refer to the line), a
content/applications/finance/accounting/taxation/taxes/fiscal_positions.rst
+1 -1
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@@ -81,7 +81,7 @@ Application
.. _fiscal_positions/partner:
Assign a Fiscal Position to a partner
--------------------------------------
-------------------------------------
You can manually define which Fiscal Position must be used by default for a specific partner.
content/applications/finance/payment_acquirers/wire_transfer.rst
+2 -2
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@@ -1,6 +1,6 @@
=======================================
===================================
How to get paid with wire transfers
=======================================
===================================
**Wire Transfer** is the default payment method available. The aim is providing your customers with
your bank details so they can pay on their own. This is very easy to start with but slow and
content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst
+24 -10
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@@ -1,19 +1,24 @@
=====================================
====================================
Organize a cross-dock in a warehouse
=====================================
====================================
Cross-docking is the process of sending products that are received directly to the customers, without making them enter the stock. The trucks are simply unloaded in a *Cross-Dock* area in order to reorganize products and load another truck.
Cross-docking is the process of sending products that are received directly to the customers,
without making them enter the stock. The trucks are simply unloaded in a *Cross-Dock* area in order
to reorganize products and load another truck.
.. image:: cross_dock/cross1.png
:align: center
.. note::
For more information on how to organize your warehouse, read our blog: `What is cross-docking and is it for me? <https://www.odoo.com/blog/business-hacks-1/post/what-is-cross-docking-and-is-it-for-me-270>`__
For more information on how to organize your warehouse, read our blog: `What is cross-docking and
is it for me?
<https://www.odoo.com/blog/business-hacks-1/post/what-is-cross-docking-and-is-it-for-me-270>`_
Configuration
==============
In the *Inventory* app, open :menuselection:`Configuration --> Settings` and activate the *Multi-Step Routes*.
In the *Inventory* app, open :menuselection:`Configuration --> Settings` and activate the
*Multi-Step Routes*.
.. image:: cross_dock/cross2.png
:align: center
@@ -35,9 +40,11 @@ This modification will lead to the creation of a *Cross-Docking* route that can
:align: center
Configure products with Cross-Dock Route
=========================================
========================================
Create the product that uses the *Cross-Dock Route* and then, in the inventory tab, select the routes *Buy* and *Cross-Dock*. Now, in the purchase tab, specify the vendor to who you buy the product and set a price for it.
Create the product that uses the *Cross-Dock Route* and then, in the inventory tab, select the
routes *Buy* and *Cross-Dock*. Now, in the purchase tab, specify the vendor to who you buy the
product and set a price for it.
.. image:: cross_dock/cross5.png
:align: center
@@ -45,7 +52,12 @@ Create the product that uses the *Cross-Dock Route* and then, in the inventory t
.. image:: cross_dock/cross6.png
:align: center
Once done, create a sale order for the product and confirm it. Odoo will automatically create two transfers which will be linked to the sale order. The first one is the transfer from the *Input Location* to the *Output Location*, corresponding to the move of the product in the *Cross-Dock* area. The second one is the delivery order from the *Output Location* to your *Customer Location. Both are in state *Waiting Another Operation* because we still need to order the product to our supplier.
Once done, create a sale order for the product and confirm it. Odoo will automatically create two
transfers which will be linked to the sale order. The first one is the transfer from the *Input
Location* to the *Output Location*, corresponding to the move of the product in the *Cross-Dock*
area. The second one is the delivery order from the *Output Location* to your *Customer Location.
Both are in state *Waiting Another Operation* because we still need to order the product to our
supplier.
.. image:: cross_dock/cross7.png
:align: center
@@ -53,7 +65,8 @@ Once done, create a sale order for the product and confirm it. Odoo will automat
.. image:: cross_dock/cross8.png
:align: center
Now, go to the *Purchase* app. There, you will find the purchase order that has been automatically triggered by the system. Validate it and receive the products in the *Input Location*.
Now, go to the *Purchase* app. There, you will find the purchase order that has been automatically
triggered by the system. Validate it and receive the products in the *Input Location*.
.. image:: cross_dock/cross9.png
:align: center
@@ -61,7 +74,8 @@ Now, go to the *Purchase* app. There, you will find the purchase order that has
.. image:: cross_dock/cross10.png
:align: center
When the products have been received from the supplier, you can go back to your initial sale order and validate the internal transfer from *Input* to *Output*.
When the products have been received from the supplier, you can go back to your initial sale order
and validate the internal transfer from *Input* to *Output*.
.. image:: cross_dock/cross11.png
:align: center
content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst
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@@ -10,32 +10,32 @@ to set those virtual warehouses.
Set up virtual warehouses
=========================
Let's say you have two warehouses: Warehouse A and Warehouse B. Create a new warehouse, that will
be a virtual one. It will allow you to take the stock from A or B. To do so, go to your inventory
app settings and enable the multi-warehouses feature. Then, go to the warehouses menu and click on
Let's say you have two warehouses: Warehouse A and Warehouse B. Create a new warehouse, that will be
a virtual one. It will allow you to take the stock from A or B. To do so, go to your inventory app
settings and enable the multi-warehouses feature. Then, go to the warehouses menu and click on
create.
.. image:: stock_warehouses/ware1.png
:align: center
.. note::
The *Storage Location* feature will be automatically enabled. Good news, because you will need
it later in the process.
The *Storage Location* feature will be automatically enabled. Good news, because you will need it
later in the process.
Now, you have to make sure that the main stock locations of warehouse A and warehouse B are
children locations of the main stock location of warehouse A + B. Go to the locations menu, and
edit the main location of your two warehouses. Then, change their parent location to main location
of warehouse A+B.
Now, you have to make sure that the main stock locations of warehouse A and warehouse B are children
locations of the main stock location of warehouse A + B. Go to the locations menu, and edit the main
location of your two warehouses. Then, change their parent location to main location of warehouse
A+B.
.. image:: stock_warehouses/ware2.png
:align: center
Sell a product from the virtual warehouse
==========================================
=========================================
Let's say you have two products, one stored in warehouse A and one stored in warehouse B. Now, you
can create a new quotation for one of each product. Go to other information and choose Warehouse
A+B in the shipping information.
can create a new quotation for one of each product. Go to other information and choose Warehouse A+B
in the shipping information.
.. tip::
You might find it handy to set the Warehouse A+B as the default warehouse for each sales person.
content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst
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@@ -1,18 +1,21 @@
========================
=============
Putaway rules
=============
What is a Putaway Rule?
========================
=======================
A good warehouse implementation makes sure that products automatically move to their appropriate
destination location. To make that process easier, Odoo uses *Putaway Rules*. Putaway is the
process of taking products from the received shipments and putting them into the appropriate
location.
If, for example, a warehouse contains volatile substances, it is important to make sure that
certain products are not stored close to each other because of a potential chemical reaction.
That's where putaway rules intervene, to avoid storing products wrongly.
If, for example, a warehouse contains volatile substances, it is important to make sure that certain
products are not stored close to each other because of a potential chemical reaction. That's where
putaway rules intervene, to avoid storing products wrongly.
Configuration
==============
-------------
In the :guilabel:`Inventory` app, go to :menuselection:`Configuration --> Settings` and activate
the :guilabel:`Multi-Step Routes` feature. By doing so, the :guilabel:`Storage Locations` feature
@@ -23,7 +26,7 @@ is also automatically activated.
:alt: Activate Multi-Step Routes in Inventory configuration settings.
Setting up a putaway rule
=========================
-------------------------
In some cases, like for a retail shop storing fruits and vegetables, products should be stored in
different locations depending on several factors like frequency, size, product category, specific
@@ -70,7 +73,6 @@ Take the following example:
:align: center
:alt: Some examples of putaway rules.
========================
Using Storage Categories
========================
@@ -79,14 +81,14 @@ the quantity of products that can be stored in the location and how the location
with putaway rules.
Configuration
==============
-------------
In the :guilabel:`Inventory` app, go to :menuselection:`Configuration --> Settings` and activate
the :guilabel:`Storage Categories` feature. By doing so, the :guilabel:`Storage Locations` feature
is also automatically activated.
Create a Storage Category
=========================
-------------------------
To create a storage category, go to :menuselection:`Inventory --> Configuration --> Storage
Categories` and click :guilabel:`Create`. Then, click :guilabel:`Save` and click :guilabel:`Storage
@@ -116,7 +118,7 @@ Once the storage category settings are saved, the storage category can be linked
:alt: When a Storage Category is created, it can be linked to a warehouse location.
Storage categories in putaway rules
===================================
-----------------------------------
To continue the example from above, apply the "High Frequency Pallets" on the PAL1 and PAL2
locations and rework the putaway rules as follows:
content/applications/inventory_and_mrp/inventory/shipping/setup/ups_credentials.rst
+3 -3
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@@ -14,15 +14,15 @@ An Access Key is a 16 character alphanumeric code that allows access to
the UPS Developer Kit API Development and Production servers.
Create a UPS Account
=====================
====================
Note that only customers located in the US can open a UPS account online.
If you are located outside the US, you will need to contact UPS Customer
Service in order to to open an account.
You can read additional information about opening a UPS account on the
their website, on the page,
`How to Open a UPS Account Online <https://www.ups.com/content/us/en/resources/sri/openaccountonline.html?srch_pos=2&srch_phr=open+ups+account>`_
their website, on the page, `How to Open a UPS Account Online
<https://www.ups.com/content/us/en/resources/sri/openaccountonline.html?srch_pos=2&srch_phr=open+ups+account>`_
If you don't already have a UPS account, you can create one along with
your online profile by following these steps: