Business Trip / Auto-Update Status

[0xD0M1M0]

When using the Business Trip Doctype and generating the Expense Claim, the status in the Business Trip needs to be set currently manually. I would propose some hooks, that are linked to the expense claim. Once the expense claim is updated and the status changed, the Business Trip would auto-update itself.

As it is a 1:n link between Business Trip and Expense Claim, what would be a good logic for the auto-update?

• "Submit" is set once the business trip is submitted.
• "Approved" is set once at least one expense claims is approved and the rest is either status approved or rejected.
• "Rejected" is set once all expense claims are rejected.
• "Paid" is set once all approved expense claims are paid.
• "Billed" has to be set manually? I personnally would move this field in a seperate field. Approved, Rejected and Paid are linked to the employee, while "Billed" is rather linked to a customer and should be adjustable independently. Status: Billable / Not Billable / Billed

[barredterra]

A separate billing status makes sense 👍🏼

I think the person approving the Business Trip should be the same as for the Expense Claim. So maybe the workflow could be like this:

• Employee creates Business Trip (Status: Draft)
• Employee requests review (Status -> Requested)
• Approver can either
  • (Fix and) approve (Status -> Approved, docstatus 1)
  • Request changes (Status -> Draft)
  • Reject (Status -> Rejected)
• Along with the Business Trip, the Expense Claim is automatically approved and submitted.

Paid status can be removed and tracked via Expense Claim instead.