Update documentation of sale complaint

This commit is contained in:
Alex Alias Montserrat
2025-12-15 11:58:01 +01:00
parent 626c61b3c1
commit 044ad2f1c0
4 changed files with 90 additions and 42 deletions
+14
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@@ -42,56 +42,70 @@ Version 6.6.0 - 2022-10-31
* Remove address on complaint
Version 6.4.0 - 2022-05-02
--------------------------
* Bug fixes (see mercurial logs for details)
* Add support for Python 3.10
* Remove support for Python 3.6
Version 6.2.0 - 2021-11-01
--------------------------
* Bug fixes (see mercurial logs for details)
Version 6.0.0 - 2021-05-03
--------------------------
* Bug fixes (see mercurial logs for details)
* Make an invoice correction for credit note action
* Compute amount of complaint action
* Add active field to complaint type
Version 5.8.0 - 2020-11-02
--------------------------
* Bug fixes (see mercurial logs for details)
* Remove support for Python 3.5
Version 5.6.0 - 2020-05-04
--------------------------
* Bug fixes (see mercurial logs for details)
* Allow partial return sale and credit invoice
* Allow entering origin before customer
Version 5.4.0 - 2019-11-04
--------------------------
* Bug fixes (see mercurial logs for details)
* Use processing delay to process approved complaint
* Allow reset to draft approved and rejected complaint
Version 5.2.0 - 2019-05-06
--------------------------
* Bug fixes (see mercurial logs for details)
Version 5.0.0 - 2018-10-01
--------------------------
* Bug fixes (see mercurial logs for details)
* Remove support for Python 2.7
Version 4.8.0 - 2018-04-23
--------------------------
* Bug fixes (see mercurial logs for details)
Version 4.6.0 - 2017-10-30
--------------------------
* Bug fixes (see mercurial logs for details)
Version 4.4.0 - 2017-05-01
--------------------------
* Bug fixes (see mercurial logs for details)
Version 4.2.0 - 2016-11-28
--------------------------
* Bug fixes (see mercurial logs for details)
Version 4.0.0 - 2016-05-02
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* Bug fixes (see mercurial logs for details)
* Rename Complaint reference into number and add reference
* Add Python3 support
Version 3.8.0 - 2015-11-02
--------------------------
* Initial release
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******
Design
******
The *Sale Complaint Module* introduces or extends the following concepts:
.. _model-sale.complaint:
Complaint
=========
A complaint is a customer issue relating to a `sale <sale:model-sale.sale>` or
`invoice <account_invoice:model-account.invoice>`.
Each complaint, at any time, can be in one of several different states.
A complaint progresses through these states until it is either done or gets
cancelled.
When a state change occurs, the `Employee <company:model-company.employee>`
that triggered the change is also recorded.
Each complaint contains details of the `Customer <party:model-party.party>` and
either the sale, the sale line, the customer invoice or the customer invoice
line.
Actions can be registered such as creating a sale return or a credit note,
which will be processed if the complaint is approved.
.. seealso::
The list of *Complaints* can be found by opening the main menu item:
|Sales --> Complaints|__
.. |Sales --> Complaints| replace:: :menuselection:`Sales --> Complaints`
__ https://demo.tryton.org/model/sale.complaint
.. _model-sale.complaint.type:
Complaint Type
==============
The *Complaint Type* categorises the `complaints <model-sale.complaint>`.
.. seealso::
The *Complaint Types* can be found by opening the main menu item:
|Sales --> Configuration --> Customer Complaint --> Types|__
.. |Sales --> Configuration --> Customer Complaint --> Types| replace:: :menuselection:`Sales --> Configuration --> Customer Complaint --> Types`
__ https://demo.tryton.org/model/sale.complaint.type
.. _model-sale.configuration:
Sale Configuration
==================
When the *Sale Complaint Module* is activated, the sale configuration gains a
new property to set up the numbering `sequence <trytond:model-ir.sequence>` of
`complaints <model-sale.complaint>`.
.. seealso::
The `Sale Configuration <sale:model-sale.configuration>` concept is
introduced by the :doc:`Sale Module <sale:index>`.
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#####################
Sale Complaint Module
#####################
The sale_complaint module defines Complaint model.
The *Sale Complaint Module* handles complaints relating to sales.
Complaint
*********
.. toctree::
:maxdepth: 2
The complaint is mainly defined by a customer which complains about a sale or
an invoice. Actions can be taken to solve the complaint. Here is the extensive
list of the fields, most of them are optional:
- Customer: The customer.
- Address: The main address of the customer.
- Date: The date the complaint is filled.
- Number: The internal reference of the complaint (will be generated
automatically on creation).
- Reference: The optional external reference of the complaint.
- Employee: The employee responsible of the complaint.
- Type: The type of complaint
- Origin: The original document for which the complaint if filled.
- Company: The company against which the complaint is filled.
- Description: The description of the complaint.
- Actions: The actions to take to solve it.
- State:
- Draft
- Waiting: The complaint is waiting for approval.
- Approved: The complaint has been approved by a sale admin.
- Rejected: The complaint has been rejected by a sale admin.
- Done: The complaint's actions have been executed.
- Cancelled
Action
******
A complaint action defines an action to execute to solve the complaint.
There are two types of action: *Create Sale Return* and *Create Credit Note*.
When the origin of the complaint is a line, only this line will proceeded and
it will be possible to define the quantity and the unit price otherwise it is
the all document.
Type
****
It defines the type of complaint per document: *Sale*, *Sale Line*, *Customer
Invoice* and *Customer Invoice Line*.
design
releases
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.. _releases-index:
=============
Release notes
=============
.. include:: ../CHANGELOG