Fleet management moved to HR
@ -166,6 +166,21 @@ def get_data():
|
|||||||
},
|
},
|
||||||
]
|
]
|
||||||
},
|
},
|
||||||
|
|
||||||
|
{
|
||||||
|
"label": _("Fleet Management"),
|
||||||
|
"items": [
|
||||||
|
{
|
||||||
|
"type": "doctype",
|
||||||
|
"name": "Vehicle"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"type": "doctype",
|
||||||
|
"name": "Vehicle Log"
|
||||||
|
},
|
||||||
|
]
|
||||||
|
},
|
||||||
|
|
||||||
|
|
||||||
{
|
{
|
||||||
"label": _("Setup"),
|
"label": _("Setup"),
|
||||||
@ -241,6 +256,12 @@ def get_data():
|
|||||||
"name": "Monthly Attendance Sheet",
|
"name": "Monthly Attendance Sheet",
|
||||||
"doctype": "Attendance"
|
"doctype": "Attendance"
|
||||||
},
|
},
|
||||||
|
{
|
||||||
|
"type": "report",
|
||||||
|
"is_query_report": True,
|
||||||
|
"name": "Vehicle Expenses",
|
||||||
|
"doctype": "Vehicle"
|
||||||
|
},
|
||||||
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|
||||||
]
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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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||||||
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||||||
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To use Fleet Management in ERPNext,
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||||||
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||||||
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1. Set Up a Vehicle.
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||||||
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2. Enter Vehicle Logs regularly.
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||||||
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3. Make Expense Claims for Vehicle Expenses.
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||||||
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4. View Reports for Vehicle Expenses.
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||||||
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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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||||||
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To create a new Vehicle go to:
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||||||
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||||||
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Human Resources > Fleet Management > Vehicle
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||||||
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||||||
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* Enter License Plate, Make, Model, Odometer Value, Fuel Type and Fuel UOM for a quick entry.
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||||||
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||||||
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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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||||||
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|
||||||
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* Enter details like Insurance, Chassis, Vehicle Value, Location and Employee.
|
||||||
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|
||||||
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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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||||||
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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
|
||||||
|
|
||||||
|
Vehicle Log is used to enter Odometer readings, Fuel Expenses and Service Expense details.
|
||||||
|
|
||||||
|
To create a new Vehicle Log go to:
|
||||||
|
|
||||||
|
Human Resources > Fleet Management > Vehicle Log
|
||||||
|
|
||||||
|
* Enter License Plate, Employee, Date, Odometer reading for a quick entry.
|
||||||
|
|
||||||
|
<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/human-resources/vehicle-log-2.1.png">
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||||||
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|
||||||
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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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|
||||||
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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.
|
||||||
|
3. Employee can submit the Expense Claim for further processing.
|
||||||
|
|
||||||
|
<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/human-resources/expense-claim-3.2.png">
|
||||||
|
|
||||||
|
### Vehicle Expenses Report
|
||||||
|
|
||||||
|
* 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.
|
||||||
|
|
||||||
|
<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
|
|||||||
holiday-list
|
holiday-list
|
||||||
human-resource-setup
|
human-resource-setup
|
||||||
daily-work-summary
|
daily-work-summary
|
||||||
|
fleet-management
|
||||||
articles
|
articles
|
||||||
|
@ -779,9 +779,9 @@
|
|||||||
"issingle": 0,
|
"issingle": 0,
|
||||||
"istable": 0,
|
"istable": 0,
|
||||||
"max_attachments": 0,
|
"max_attachments": 0,
|
||||||
"modified": "2016-11-07 06:00:22.056662",
|
"modified": "2017-01-09 11:10:11.678834",
|
||||||
"modified_by": "Administrator",
|
"modified_by": "Administrator",
|
||||||
"module": "Fleet Management",
|
"module": "HR",
|
||||||
"name": "Vehicle",
|
"name": "Vehicle",
|
||||||
"name_case": "",
|
"name_case": "",
|
||||||
"owner": "Administrator",
|
"owner": "Administrator",
|
||||||
@ -815,5 +815,6 @@
|
|||||||
"sort_field": "modified",
|
"sort_field": "modified",
|
||||||
"sort_order": "DESC",
|
"sort_order": "DESC",
|
||||||
"title_field": "",
|
"title_field": "",
|
||||||
|
"track_changes": 1,
|
||||||
"track_seen": 0
|
"track_seen": 0
|
||||||
}
|
}
|
@ -640,9 +640,9 @@
|
|||||||
"issingle": 0,
|
"issingle": 0,
|
||||||
"istable": 0,
|
"istable": 0,
|
||||||
"max_attachments": 0,
|
"max_attachments": 0,
|
||||||
"modified": "2016-11-07 05:24:55.310831",
|
"modified": "2017-01-09 11:10:21.208266",
|
||||||
"modified_by": "Administrator",
|
"modified_by": "Administrator",
|
||||||
"module": "Fleet Management",
|
"module": "HR",
|
||||||
"name": "Vehicle Log",
|
"name": "Vehicle Log",
|
||||||
"name_case": "",
|
"name_case": "",
|
||||||
"owner": "Administrator",
|
"owner": "Administrator",
|
||||||
@ -675,5 +675,6 @@
|
|||||||
"sort_field": "modified",
|
"sort_field": "modified",
|
||||||
"sort_order": "DESC",
|
"sort_order": "DESC",
|
||||||
"title_field": "",
|
"title_field": "",
|
||||||
|
"track_changes": 1,
|
||||||
"track_seen": 0
|
"track_seen": 0
|
||||||
}
|
}
|
@ -22,6 +22,7 @@
|
|||||||
"ignore_xss_filter": 0,
|
"ignore_xss_filter": 0,
|
||||||
"in_filter": 0,
|
"in_filter": 0,
|
||||||
"in_list_view": 1,
|
"in_list_view": 1,
|
||||||
|
"in_standard_filter": 0,
|
||||||
"label": "Service Item",
|
"label": "Service Item",
|
||||||
"length": 0,
|
"length": 0,
|
||||||
"no_copy": 0,
|
"no_copy": 0,
|
||||||
@ -31,6 +32,7 @@
|
|||||||
"print_hide": 0,
|
"print_hide": 0,
|
||||||
"print_hide_if_no_value": 0,
|
"print_hide_if_no_value": 0,
|
||||||
"read_only": 0,
|
"read_only": 0,
|
||||||
|
"remember_last_selected_value": 0,
|
||||||
"report_hide": 0,
|
"report_hide": 0,
|
||||||
"reqd": 0,
|
"reqd": 0,
|
||||||
"search_index": 0,
|
"search_index": 0,
|
||||||
@ -49,6 +51,7 @@
|
|||||||
"ignore_xss_filter": 0,
|
"ignore_xss_filter": 0,
|
||||||
"in_filter": 0,
|
"in_filter": 0,
|
||||||
"in_list_view": 1,
|
"in_list_view": 1,
|
||||||
|
"in_standard_filter": 0,
|
||||||
"label": "Type",
|
"label": "Type",
|
||||||
"length": 0,
|
"length": 0,
|
||||||
"no_copy": 0,
|
"no_copy": 0,
|
||||||
@ -58,6 +61,7 @@
|
|||||||
"print_hide": 0,
|
"print_hide": 0,
|
||||||
"print_hide_if_no_value": 0,
|
"print_hide_if_no_value": 0,
|
||||||
"read_only": 0,
|
"read_only": 0,
|
||||||
|
"remember_last_selected_value": 0,
|
||||||
"report_hide": 0,
|
"report_hide": 0,
|
||||||
"reqd": 0,
|
"reqd": 0,
|
||||||
"search_index": 0,
|
"search_index": 0,
|
||||||
@ -76,6 +80,7 @@
|
|||||||
"ignore_xss_filter": 0,
|
"ignore_xss_filter": 0,
|
||||||
"in_filter": 0,
|
"in_filter": 0,
|
||||||
"in_list_view": 1,
|
"in_list_view": 1,
|
||||||
|
"in_standard_filter": 0,
|
||||||
"label": "Frequency",
|
"label": "Frequency",
|
||||||
"length": 0,
|
"length": 0,
|
||||||
"no_copy": 0,
|
"no_copy": 0,
|
||||||
@ -85,6 +90,7 @@
|
|||||||
"print_hide": 0,
|
"print_hide": 0,
|
||||||
"print_hide_if_no_value": 0,
|
"print_hide_if_no_value": 0,
|
||||||
"read_only": 0,
|
"read_only": 0,
|
||||||
|
"remember_last_selected_value": 0,
|
||||||
"report_hide": 0,
|
"report_hide": 0,
|
||||||
"reqd": 0,
|
"reqd": 0,
|
||||||
"search_index": 0,
|
"search_index": 0,
|
||||||
@ -103,6 +109,7 @@
|
|||||||
"ignore_xss_filter": 0,
|
"ignore_xss_filter": 0,
|
||||||
"in_filter": 0,
|
"in_filter": 0,
|
||||||
"in_list_view": 1,
|
"in_list_view": 1,
|
||||||
|
"in_standard_filter": 0,
|
||||||
"label": "Expense",
|
"label": "Expense",
|
||||||
"length": 0,
|
"length": 0,
|
||||||
"no_copy": 0,
|
"no_copy": 0,
|
||||||
@ -111,6 +118,7 @@
|
|||||||
"print_hide": 0,
|
"print_hide": 0,
|
||||||
"print_hide_if_no_value": 0,
|
"print_hide_if_no_value": 0,
|
||||||
"read_only": 0,
|
"read_only": 0,
|
||||||
|
"remember_last_selected_value": 0,
|
||||||
"report_hide": 0,
|
"report_hide": 0,
|
||||||
"reqd": 0,
|
"reqd": 0,
|
||||||
"search_index": 0,
|
"search_index": 0,
|
||||||
@ -128,9 +136,9 @@
|
|||||||
"issingle": 0,
|
"issingle": 0,
|
||||||
"istable": 1,
|
"istable": 1,
|
||||||
"max_attachments": 0,
|
"max_attachments": 0,
|
||||||
"modified": "2016-09-20 07:29:50.852748",
|
"modified": "2017-01-09 11:10:29.476907",
|
||||||
"modified_by": "Administrator",
|
"modified_by": "Administrator",
|
||||||
"module": "Fleet Management",
|
"module": "HR",
|
||||||
"name": "Vehicle Service",
|
"name": "Vehicle Service",
|
||||||
"name_case": "",
|
"name_case": "",
|
||||||
"owner": "Administrator",
|
"owner": "Administrator",
|
||||||
@ -140,5 +148,6 @@
|
|||||||
"read_only_onload": 0,
|
"read_only_onload": 0,
|
||||||
"sort_field": "modified",
|
"sort_field": "modified",
|
||||||
"sort_order": "DESC",
|
"sort_order": "DESC",
|
||||||
|
"track_changes": 1,
|
||||||
"track_seen": 0
|
"track_seen": 0
|
||||||
}
|
}
|
@ -7,9 +7,9 @@
|
|||||||
"doctype": "Report",
|
"doctype": "Report",
|
||||||
"idx": 0,
|
"idx": 0,
|
||||||
"is_standard": "Yes",
|
"is_standard": "Yes",
|
||||||
"modified": "2016-09-18 08:54:12.080753",
|
"modified": "2017-01-09 11:18:31.959124",
|
||||||
"modified_by": "Administrator",
|
"modified_by": "Administrator",
|
||||||
"module": "Fleet Management",
|
"module": "HR",
|
||||||
"name": "Vehicle Expenses",
|
"name": "Vehicle Expenses",
|
||||||
"owner": "Administrator",
|
"owner": "Administrator",
|
||||||
"ref_doctype": "Vehicle",
|
"ref_doctype": "Vehicle",
|
@ -1,7 +1,6 @@
|
|||||||
Accounts
|
Accounts
|
||||||
CRM
|
CRM
|
||||||
Buying
|
Buying
|
||||||
Fleet Management
|
|
||||||
Projects
|
Projects
|
||||||
Selling
|
Selling
|
||||||
Setup
|
Setup
|
||||||
|
@ -362,3 +362,4 @@ execute:frappe.delete_doc('Desktop Icon', {'module_name': 'Profit and Loss Statm
|
|||||||
erpnext.patches.v7_2.update_website_for_variant
|
erpnext.patches.v7_2.update_website_for_variant
|
||||||
erpnext.patches.v7_2.update_doctype_status
|
erpnext.patches.v7_2.update_doctype_status
|
||||||
erpnext.patches.v7_2.update_salary_slips
|
erpnext.patches.v7_2.update_salary_slips
|
||||||
|
erpnext.patches.v7_2.delete_fleet_management_module_def
|
||||||
|
10
erpnext/patches/v7_2/delete_fleet_management_module_def.py
Normal file
@ -0,0 +1,10 @@
|
|||||||
|
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
|
||||||
|
# License: GNU General Public License v3. See license.txt
|
||||||
|
|
||||||
|
from __future__ import unicode_literals
|
||||||
|
import frappe
|
||||||
|
|
||||||
|
def execute():
|
||||||
|
if frappe.db.exists('Module Def', 'Fleet Management'):
|
||||||
|
frappe.db.sql("""delete from `tabModule Def`
|
||||||
|
where module_name = 'Fleet Management'""")
|