Projects:Project Filter Project Processes/Functional Specification

Contents 1 Project Filter Project Processes - Functional Specifications 1.1 Overview 1.1.1 Purpose 1.1.2 Scope 1.2 Design Considerations 1.2.1 Assumptions 1.2.2 Constraints 1.3 Functional Requirements 1.3.1 User roles & profiles 1.3.2 Business process definition 1.3.3 User stories 1.3.4 Functional requirements based on business processes 1.3.5 User Interface Mockups 1.4 Technical Requirements 1.5 Open Discussion Items 1.6 Closed Discussion Items

Project Filter Project Processes - Functional Specifications

Overview

Purpose

Project Filter Project Processes project aims to add a project filter to Create Sales Orders from Expenses and Create AP Expense Invoices processes inside Project & Service Management module.

Scope

The following elements will be part of this project:

• Create Sales Orders from Expenses process (Project & Service Management || Transactions || Create Sales Orders from Expenses)
• Create AP Expense Invoices process (Project & Service Management || Transactions || Create AP Expense Invoices)

Design Considerations

Assumptions

This project assumes that Create Sales Orders from Expenses and Create AP Expense Invoices processes are working correctly. If this is not the case, see the Constraints section.

Constraints

A bug in Create Sales Orders from Expenses or Create AP Expense Invoices processes could stop this project. The procedure in this case will be:

1. Report the bug in Openbravo's issues tracker.
2. Correct the bug in the development trunk, not in the project branch.
3. Merge the trunk (that will include the bug fix) to the project branch.
4. Continue with the project development.

Functional Requirements

User roles & profiles

Project Managers

A project manager fills some expense sheets for the project he is responsible for. These expenses are both reimbursable expenses to employees and invoiceable (billable) expenses to the customer the project is being made for. In order to create purchase invoices and sales orders, respectively, he wants to filter by the project the expenses are associated to.

Business process definition

Expense Sheet:

1. Create a new expense sheet (Project & Service Management || Transactions || Expense Sheet).
2. Create some expense lines associated to a business partner and a project and complete the expense sheet header.

Create Sales Orders from Expenses process:

1. Create a sale order from the expenses of the project (Project & Service Management || Transactions || Create Sales Orders from Expenses)

Create AP Expense Invoices process:

1. Create an expense invoice from the expenses of the project (Project & Service Management || Transactions || Create AP Expense Invoices)

User stories

John, the project manager of a service company, fills some expense sheets for the Orange County Project. Then he creates some sales orders from the invoiceable expenses of the customer of the project (i.e., the Orange County). This is done using Create Sales Orders from Expenses process and filtering by Orange County Project. He also creates some purchase orders to give his team the money back for their expenses associated to this project. This is done using Create AP Expense Invoices process and filtering by Orange County Project.

Functional requirements based on business processes

To achieve the desired functionalities the following elements needs to be added.

Num	Requirement	Importance	Status
1.1	Create Sales Orders from Expenses process (Project & Service Management >> Transactions >> Create Sales Orders from Expenses) must include a non-mandatory project filter.	Must have	Not started

Num	Requirement	Importance	Status
2.1	Create AP Expense Invoices process (Project & Service Management >> Transactions >> Create AP Expense Invoices) must include a non-mandatory project filter.	Must have	Not started

User Interface Mockups

Create Sales Orders from Expenses process

Create AP Expense Invoices process

Technical Requirements

Application Dictionary elements as well as all type of files involved in Model - View - Controller (MVC) stucture (*.html, *.xml, *.java and *.xsql files) will have to be modified.

Open Discussion Items

Closed Discussion Items