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(21 versions intermédiaires par 2 utilisateurs non affichées)
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{| classe = "wikitable"
{| class="wikitable"
|- style="alignement-vertical:haut;"
|- style="vertical-align:top;"
| [[Fichier : ModuleMoreActionList_en.png]]
 
| Le module MoreActionList permet depuis la liste des pièces natives (devis, commandes, facture) de générer deux types de rapports à partir d'une sélection d'éléments.
| [[File:ModuleMoreActionList.png]]
Il est possible de généraliser sur la liste et le Tableau de Synthèse peut également être en PDF
| The MoreActionList module allows you to generate two types of reports from a selection of items within the native document list (quotes, orders, invoices).
 
It is possible to generate a Summary Table or a PDF from the list.
 
It is finally possible to perform bulk cloning of invoices and supplier orders.
 
|}
|}
== Présentation ==
[[Fichier : ModuleMoreActionList_Config3.png |850px]]


== Paramétrage ==
== Overview ==
{| class="wikitable"
|- style="vertical-align:top;"
 
| [[File:ModuleMoreActionList_Config3_en.png |400px]]
| The MoreActionList module adds additional actions to the bulk action menu:
* Generating summary tables
* Generating a summary PDF file
* Cloning multiple items at once
 
Added actions appear with an orange icon to differentiate them from other native actions.
|}
== Settings ==
=== Activation ===
=== Activation ===
To activate the module, open the module list page from the menus <strong>Home > Configuration > Modules/Applications > Patas-Tools > MoreActionList</strong>.<br>
{| class="wikitable"
|- style="vertical-align:top;"
| [[File:ModuleMoreActionList_Config1_en.png |850px]]
| To activate the module, simply click the button and configure the module.


Pour activer le module, ouvrez la page de la liste des modules dans le menu <strong>Accueil > Configuration > Modules/Applications > Patas-Tools > MoreActionList</strong>.<br>
|}
=== Configuration ===
{| class="wikitable"
{| class="wikitable"
|- style="vertical-align:top;"
|- style="vertical-align:top;"
| [[File:ModuleMoreActionList_Config1.png |850px]]
| [[File:ModuleMoreActionList_Config2_en.png |800px]]
|If you wish to enable the PDF generation option, simply activate the PDF template; the function will then be presented in the bulk actions dropdown menu.


|Pour activer le module, cliquez simplement sur le bouton et modifiez sa configuration.
Also check the '''Default''' box if you want to enable the generation of the '''Summary PDF'''.


The first additional parameter enables the bulk cloning function for customer invoices and supplier orders.
The other parameters allow you to define:
* the grouping method:
** by items (sales proposals, orders, invoices)
** by products
** by third party
* Select the amount to display (including tax, excluding tax, VAT)
* Select the types of products to display (Products and Services, Products only, Services only)
|}
|}
=== Configuration ===
 
== In Practice ==
The MoreActionList module can be accessed via: Sales Proposal, Invoice, and Orders.


{| class="wikitable"
{| class="wikitable"
|- style="vertical-align:top;"
|- style="vertical-align:top;"
| [[File:ModuleMoreActionList_Config2.png |850px]]


|Si vous souhaitez activer l'option de génération de PDF, cliquez sur l'option correspondante : « Modèle PDF par défaut du module moreActionList », puis sélectionnez l'option « Par défaut ». <br><br>Pour les Paramètres additionnels activer :<br> - Regrouper par éléments (propositions commerciales, commandes, faits)<br> - Regrouper par produits, Regrouper par tiers<br> - Sélection du type de support à afficher (TTC, HT, TVA)<br> - Sélection du type de produit à afficher (Produits et Services, Products uniquement, Services uniquement)
| [[File:ModuleMoreActionList_Config6_en.png |850px]]
| To generate reports, click the checkboxes associated with the desired sales proposals, orders, and/or invoices.<br> Once you have done this, a field will appear at the top of the list with the report options that can be generated. These are: Generate Summary PDF and Generate Summary Table.
 
|}
|}
== En pratique ==
=== Generating Lists ===
L'accès au module MoreActionList se fait via : Proposition Commerciale, Facture et Commandes.
Simply select the files you need to create the report and click "Confirm." The report will be generated and displayed as shown in the examples.
{| classe = "wikitable"
 
|- style="alignement-vertical:haut;"
{| class="wikitable"
| [[Fichier : ModuleMoreActionList_Config6.png |850px]]
|- style="vertical-align:top;"
|Pour que les rapports soient générés, il faut cliquer sur les cas à cocher associés aux propositions commerciales, les commandes et/ou les faits souhaités.<br> Une fois que vous avez fait cela, un champ apparaît en haut de la liste avec les options de rapport qui peuvent être générées. Ils sont : Générer PDF de Synthèse et Générer Tableau de Synthèse.
| [[File:ModuleMoreActionList_Config5_en.png |850px]]
|Generating a Summary PDF.<br> Simply select the files you need to create the report and click "Confirm". The report will be generated and displayed as in the example.
 
|}
|}
=== Affichage ===
{| class="wikitable"
Il suffit de sélectionner les fichiers dont vous avez besoin pour créer le rapport et de cliquer sur "Confirmer". Le rapport est général et publié dans les exemples.
|- style="vertical-align:top;"
{| classe = "wikitable"
 
|- style="alignement-vertical:haut;"
| [[File:ModuleMoreActionList_Config4_en.png |850px]]
| [[Fichier : ModuleMoreActionList_Config5.png |850px]]
|Generating a Summary Table.
|Génération d'un PDF de Synthèse .<br> Il suffit de sélectionner les fichiers dont vous avez besoin pour créer le rapport et de cliquer sur "Confirmer". Le rapport est général et publié dans l'exemple.
 
|}
{| classe = "wikitable"
|- style="alignement-vertical:haut;"
| [[Fichier : ModuleMoreActionList_Config4.png |850px]]
|Génération d'un Tableau de Synthèse .
|}
|}
=== Bulk Cloning ===
Thanks to the moreActionList module, it is possible to duplicate several items at once, without having to go to the details page to perform this operation.
This operation is extremely useful if you regularly need to create the same orders to suppliers or the same regular invoices (for example, as part of a maintenance contract).
To do this, simply select the parts you wish to clone, and start the cloning operation.

Dernière version du 5 novembre 2025 à 18:17

Autres langues :
The MoreActionList module allows you to generate two types of reports from a selection of items within the native document list (quotes, orders, invoices).

It is possible to generate a Summary Table or a PDF from the list.

It is finally possible to perform bulk cloning of invoices and supplier orders.

Overview

The MoreActionList module adds additional actions to the bulk action menu:
  • Generating summary tables
  • Generating a summary PDF file
  • Cloning multiple items at once

Added actions appear with an orange icon to differentiate them from other native actions.

Settings

Activation

To activate the module, open the module list page from the menus Home > Configuration > Modules/Applications > Patas-Tools > MoreActionList.

To activate the module, simply click the button and configure the module.

Configuration

If you wish to enable the PDF generation option, simply activate the PDF template; the function will then be presented in the bulk actions dropdown menu. 
Also check the Default box if you want to enable the generation of the Summary PDF.

The first additional parameter enables the bulk cloning function for customer invoices and supplier orders.

The other parameters allow you to define:

  • the grouping method:
    • by items (sales proposals, orders, invoices)
    • by products
    • by third party
  • Select the amount to display (including tax, excluding tax, VAT)
  • Select the types of products to display (Products and Services, Products only, Services only)

In Practice

The MoreActionList module can be accessed via: Sales Proposal, Invoice, and Orders.

To generate reports, click the checkboxes associated with the desired sales proposals, orders, and/or invoices.
Once you have done this, a field will appear at the top of the list with the report options that can be generated. These are: Generate Summary PDF and Generate Summary Table.

Generating Lists

Simply select the files you need to create the report and click "Confirm." The report will be generated and displayed as shown in the examples.

Generating a Summary PDF.
Simply select the files you need to create the report and click "Confirm". The report will be generated and displayed as in the example.
Generating a Summary Table.

Bulk Cloning

Thanks to the moreActionList module, it is possible to duplicate several items at once, without having to go to the details page to perform this operation.

This operation is extremely useful if you regularly need to create the same orders to suppliers or the same regular invoices (for example, as part of a maintenance contract).

To do this, simply select the parts you wish to clone, and start the cloning operation.

Récupérée de « https://wiki.patas-monkey.com/index.php?title=MoreActionList/en&oldid=8308 »