Purchase
Leverantörer och inköpsordrar
Vad den är till för
Keep vendors and the purchase orders you send them, with order lines and a draft to received flow. Totals are entered, not summed from the lines.
Vad paketet gör och inte gör
Vendors, purchase orders and order lines with a draft, sent, confirmed, received and cancelled flow. An order has a number from a series, its total is the sum of its lines, and receiving the goods creates a draft stock move per line at the receiving location (the warehouse validates them).
Modulinformation
- Version:
0.3.0 - Utgivare: SpaceCorps
- Licens: AGPL-3.0-or-later
- Kräver kärna:
^0.2(aktuell kärna är 0.2.0) - Mognad: Beta
- Kategorier: Försörjningskedja
Modeller
purchase_vendor
Purchasing terms for a contact you buy from
Läsgrupp: purchase.user. Skrivgrupp: purchase.manager.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
party_id | ref → party | none | nej | purchase.user | i klartext | The contact record of the vendor |
vendor_reference | text | none | nej | purchase.user | i klartext | Your customer number at this vendor |
payment_terms_days | number | none | nej | purchase.user | i klartext | Days allowed to pay an invoice |
lead_time_days | number | none | nej | purchase.user | i klartext | Usual days between order and delivery |
iban | text | financial | ja | purchase.manager | undanhållen | Bank account the vendor is paid into |
active | bool | none | nej | purchase.user | i klartext | Whether you still buy from this vendor |
purchase_order
A request to a vendor to supply goods or services
Läsgrupp: purchase.user. Skrivgrupp: purchase.user.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
number | sequence | none | nej | purchase.user | i klartext | Purchase order number such as PO-00042, assigned when the order is created |
reference | text | none | nej | purchase.user | i klartext | Order number printed on the document |
vendor_id | ref → purchase_vendor | none | nej | purchase.user | i klartext | The vendor ordered from |
ordered_on | date | none | nej | purchase.user | i klartext | Date the order was placed (YYYY-MM-DD) |
expected_on | date | none | nej | purchase.user | i klartext | Date the goods are expected (YYYY-MM-DD) |
currency | text | none | nej | purchase.user | i klartext | ISO 4217 currency code, for example EUR |
receive_location_id | ref → inventory_location | none | nej | purchase.user | i klartext | Where the goods are to be received; receiving the order creates the stock moves to this location |
total | money | none | nej | purchase.user | i klartext | Order total: the sum of the line amounts (minor currency units, e.g. cents) |
notes | longtext | none | nej | purchase.user | i klartext | Delivery instructions and remarks for the vendor |
state | select (draft, sent, confirmed, received, cancelled) | none | nej | purchase.user | i klartext | Order status: draft, sent, confirmed, received, cancelled |
purchase_order_line
One product or service on a purchase order
Läsgrupp: purchase.user. Skrivgrupp: purchase.user.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
order_id | ref → purchase_order | none | nej | purchase.user | i klartext | The order the line belongs to |
product_id | ref → product | none | nej | purchase.user | i klartext | The product ordered |
description | text | none | nej | purchase.user | i klartext | Wording for the vendor if different from the product name |
quantity | number | none | nej | purchase.user | i klartext | Units ordered |
unit_price | money | none | nej | purchase.user | i klartext | Agreed price per unit (minor currency units, e.g. cents) |
amount | money | none | nej | purchase.user | i klartext | Line amount: quantity times unit price (minor currency units) |
received_quantity | number | none | nej | purchase.user | i klartext | Units received so far |
Arbetsflöden
purchase_order
| Åtgärd | Flyttar | Vem får köra den | Godkännande |
|---|---|---|---|
purchase_order.send | state: draft → sent | purchase.user | nej |
purchase_order.confirm | state: sent → confirmed | purchase.manager | ja |
purchase_order.receive | state: confirmed → received | purchase.user | nej |
purchase_order.cancel | state: draft → cancelled | purchase.user | nej |
Behörighetsgrupper
Grupper som den här appen använder:
purchase.managerpurchase.user
Steg som kräver godkännande
Steg som en agent bara kan föreslå:
purchase_order.confirm
Vad agenter kan och inte kan göra
En agent kan läsa, söka, skapa och uppdatera poster i den här appen, och köra de åtgärder som inte kräver godkännande, inom behörighetsgrupperna för sin token.
Den kan bara föreslå de här stegen, och en person måste godkänna dem: purchase_order.confirm, purchase_vendor.delete, purchase_order.delete, purchase_order_line.delete.
De här fälten undanhålls helt från agenter: purchase_vendor.iban.
Beroenden
Varje beroende anger vilka versioner det accepterar. Inbyggda appar versioneras med kärnan, så ett krav på en sådan kontrolleras mot kärnversionen.
När den här appen installeras från marknadsplatsen installeras även de beroenden som saknas, i en enda plan som du bekräftar en gång.
Installera
Installera den från appen Customize (Marknadsplats), eller från kommandoraden:
obop modules install-from purchaseKräver en databas och administratörsbehörighet.