Merge pull request #7411 from KanchanChauhan/fleet-moved-to-hr
Fleet management moved to HR
@ -167,6 +167,21 @@ def get_data():
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]
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},
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{
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"label": _("Fleet Management"),
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"items": [
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{
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"type": "doctype",
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"name": "Vehicle"
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},
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{
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"type": "doctype",
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"name": "Vehicle Log"
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},
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]
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},
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{
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"label": _("Setup"),
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"icon": "fa fa-cog",
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@ -241,6 +256,12 @@ def get_data():
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"name": "Monthly Attendance Sheet",
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"doctype": "Attendance"
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},
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{
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"type": "report",
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"is_query_report": True,
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"name": "Vehicle Expenses",
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"doctype": "Vehicle"
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},
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]
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},
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Before Width: | Height: | Size: 31 KiB After Width: | Height: | Size: 31 KiB |
Before Width: | Height: | Size: 42 KiB After Width: | Height: | Size: 42 KiB |
Before Width: | Height: | Size: 38 KiB After Width: | Height: | Size: 38 KiB |
Before Width: | Height: | Size: 52 KiB After Width: | Height: | Size: 52 KiB |
Before Width: | Height: | Size: 32 KiB After Width: | Height: | Size: 32 KiB |
Before Width: | Height: | Size: 78 KiB After Width: | Height: | Size: 78 KiB |
Before Width: | Height: | Size: 36 KiB After Width: | Height: | Size: 36 KiB |
Before Width: | Height: | Size: 44 KiB After Width: | Height: | Size: 44 KiB |
@ -0,0 +1,64 @@
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Fleet Management section of Human Resources helps your Organization manage their fleet of vehicles and track their expenses.
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To use Fleet Management in ERPNext,
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1. Set Up a Vehicle.
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2. Enter Vehicle Logs regularly.
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3. Make Expense Claims for Vehicle Expenses.
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4. View Reports for Vehicle Expenses.
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### Vehicle Set Up
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The Vehicle Set Up allows you to define the different types of Vehicles in your Organization.It acts as the Vehicle Master for Fleet Management.
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To create a new Vehicle go to:
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Human Resources > Fleet Management > Vehicle
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* Enter License Plate, Make, Model, Odometer Value, Fuel Type and Fuel UOM for a quick entry.
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<img class="screenshot" alt="Vehicle" src="{{docs_base_url}}/assets/img/human-resources/vehicle-1.1.png">
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* Enter details like Insurance, Chassis, Vehicle Value, Location and Employee.
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<img class="screenshot" alt="Vehicle" src="{{docs_base_url}}/assets/img/human-resources/vehicle-1.2.png">
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* Enter Vehicle attributes like color, wheels, doors and last carbon check
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<img class="screenshot" alt="Vehicle" src="{{docs_base_url}}/assets/img/human-resources/vehicle-1.3.png">
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### Vehicle Log
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Vehicle Log is used to enter Odometer readings, Fuel Expenses and Service Expense details.
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To create a new Vehicle Log go to:
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Human Resources > Fleet Management > Vehicle Log
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* Enter License Plate, Employee, Date, Odometer reading for a quick entry.
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<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/human-resources/vehicle-log-2.1.png">
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* Enter Refueling details, Service details if applicable.
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<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/human-resources/vehicle-log-2.2.png">
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### Make Expense Claim
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* Click on Make Expense Claim button. This button appears only in case of Submitted Vehicle Logs.
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<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/human-resources/expense-claim-3.1.png">
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When you click on 'Make Expense Claim',
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1. The date,employee,expense total are copied over to the created Expense Claim.
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2. The sum of Fuel Expenses and Service Expenses is copied over to Expense Claim Amount.
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3. Employee can submit the Expense Claim for further processing.
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<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/human-resources/expense-claim-3.2.png">
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### Vehicle Expenses Report
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* To track and monitor Vehicle Expenses you can use the Vehicle Expenses report.This report gives a one stop view of all your vehicle expenses month wise.
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<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/human-resources/vehicle-expenses.png">
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@ -14,4 +14,5 @@ setup
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holiday-list
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human-resource-setup
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daily-work-summary
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fleet-management
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articles
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@ -779,9 +779,9 @@
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"issingle": 0,
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"istable": 0,
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"max_attachments": 0,
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"modified": "2016-11-07 06:00:22.056662",
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"modified": "2017-01-09 11:10:11.678834",
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"modified_by": "Administrator",
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"module": "Fleet Management",
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"module": "HR",
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"name": "Vehicle",
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"name_case": "",
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"owner": "Administrator",
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@ -815,5 +815,6 @@
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"sort_field": "modified",
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"sort_order": "DESC",
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"title_field": "",
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"track_changes": 1,
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"track_seen": 0
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}
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@ -640,9 +640,9 @@
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"issingle": 0,
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"istable": 0,
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"max_attachments": 0,
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"modified": "2016-11-07 05:24:55.310831",
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"modified": "2017-01-09 11:10:21.208266",
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"modified_by": "Administrator",
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"module": "Fleet Management",
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"module": "HR",
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"name": "Vehicle Log",
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"name_case": "",
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"owner": "Administrator",
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@ -675,5 +675,6 @@
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"sort_field": "modified",
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"sort_order": "DESC",
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"title_field": "",
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"track_changes": 1,
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"track_seen": 0
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}
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@ -22,6 +22,7 @@
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_list_view": 1,
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"in_standard_filter": 0,
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"label": "Service Item",
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"length": 0,
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"no_copy": 0,
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@ -31,6 +32,7 @@
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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@ -49,6 +51,7 @@
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_list_view": 1,
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"in_standard_filter": 0,
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"label": "Type",
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"length": 0,
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"no_copy": 0,
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@ -58,6 +61,7 @@
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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@ -76,6 +80,7 @@
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_list_view": 1,
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"in_standard_filter": 0,
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"label": "Frequency",
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"length": 0,
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"no_copy": 0,
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@ -85,6 +90,7 @@
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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@ -103,6 +109,7 @@
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_list_view": 1,
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"in_standard_filter": 0,
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"label": "Expense",
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"length": 0,
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"no_copy": 0,
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@ -111,6 +118,7 @@
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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@ -128,9 +136,9 @@
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"issingle": 0,
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"istable": 1,
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"max_attachments": 0,
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"modified": "2016-09-20 07:29:50.852748",
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"modified": "2017-01-09 11:10:29.476907",
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"modified_by": "Administrator",
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"module": "Fleet Management",
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"module": "HR",
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"name": "Vehicle Service",
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"name_case": "",
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"owner": "Administrator",
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@ -140,5 +148,6 @@
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"read_only_onload": 0,
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"sort_field": "modified",
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"sort_order": "DESC",
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"track_changes": 1,
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"track_seen": 0
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}
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@ -7,9 +7,9 @@
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"doctype": "Report",
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"idx": 0,
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"is_standard": "Yes",
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"modified": "2016-09-18 08:54:12.080753",
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"modified": "2017-01-09 11:18:31.959124",
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"modified_by": "Administrator",
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"module": "Fleet Management",
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"module": "HR",
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"name": "Vehicle Expenses",
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"owner": "Administrator",
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"ref_doctype": "Vehicle",
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@ -1,7 +1,6 @@
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Accounts
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CRM
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Buying
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Fleet Management
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Projects
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Selling
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Setup
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@ -363,3 +363,4 @@ erpnext.patches.v7_2.update_website_for_variant
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erpnext.patches.v7_2.update_assessment_modules
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erpnext.patches.v7_2.update_doctype_status
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erpnext.patches.v7_2.update_salary_slips
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erpnext.patches.v7_2.delete_fleet_management_module_def
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10
erpnext/patches/v7_2/delete_fleet_management_module_def.py
Normal file
@ -0,0 +1,10 @@
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# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
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# License: GNU General Public License v3. See license.txt
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from __future__ import unicode_literals
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import frappe
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def execute():
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if frappe.db.exists('Module Def', 'Fleet Management'):
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frappe.db.sql("""delete from `tabModule Def`
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where module_name = 'Fleet Management'""")
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