Fixed-price contracts invoiced as services are worked

232 • Shipping Policy : Invoice on Order After Deliverywhen the task is closed, • Invoice On : Shipped Quantities actual hours in the task. Create the Sales Order using the product Consultant with the above configuration and confirm it. You can find the task created from this sale order using the menu Project → Project → Tasks. Once you find that task, click on the Start Task button in order to start it. You have to manually assign the project for this task, unless you specified a default project in the Product form. When you complete the task enter the information in the Task Work field. Then click the Done button in order to indicate to OpenERP that this task is finished. As for example the new task SO008:Create SRS generated from sales order SO0008 as shown in following figure. Figure 19.2: Task created from Sales Order Tip: You need to carefully configure the analytic account related to this project. If you use the Billing tab of the project to do this, the analytic account linked to the project will automatically get the related settings. After finishing this task go to the menu Project → Invoicing → Invoice Tasks Work in order to find the list of uninvoiced task works. Click the action Invoice analytic lines when you want to create an invoice for this task work. Figure 19.3: Form to Create Invoice from Tasks Work

19.1.4 Priority Management

Several methods can be used for ordering tasks by their respective priorities. OpenERP orders tasks based on a function of the following fields: Sequence, Priority, and Deadline. Use the Sequence field on the second tab, Extra Info, to plan a project made up of several tasks. In the case of an IT project, for example, where development tasks are done in a given order, the first task to do will be sequence number 1, then numbers 2, 3, 4 and so on. When you first open the list of project tasks, they are listed in their sequence order. You can simply drag and drop tasks to change their sequence. You can use one of these three ordering methods, or combine several of them, depending on the project. 233 Note: Agile methods OpenERP implements the agile methodology Scrum for IT development projects in the project_scrum module. Scrum supplements the task system with the following concepts: long-term planning, sprints, iterative develop- ment, progress meetings, burndown chart, and product backlog. Look at the site: http:controlchaos.com for more information on the Scrum methodology. Figure 19.4: Gantt chart, calculated for earliest delivery You can set the Working Time in the project file. If you do not specify anything, OpenERP assumes by default that you work 8 hours a day from Monday to Sunday. Once the time is specified you can call up a project Gantt chart from Tasks. The system then calculates a project plan for earliest delivery using task ordering and the working time. Tip: Calendar View OpenERP can give you a calendar view of the different tasks in both the web client and the GTK client. This is all based on the deadline data and displays only tasks that have a deadline. You can then delete, create or modify tasks using drag and drop only in web. Calendar View of the System Tasks

19.1.5 Delegate your Tasks

To delegate a task to another user you can just change the person responsible for that task. However the system does not help you track tasks that you have delegated, such as monitoring of work done, if you do it this way. Figure 19.5: Form for Delegating a Task to Another User