Module Purchase Orders - Revision history

Eldy: /* Configuration */

2024-01-11T10:08:48Z

Configuration

← Older revision		Revision as of 10:08, 11 January 2024
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	* 1=Creation/Validation,		* 1=Creation/Validation,
	* 2=First approval and		* 2=First approval and
	* 3=~~second~~ approval if the amount requires it). Leave the field empty if a single approval (2 steps) is sufficient, place a very low value (0.1) if a second approval (3 steps) is still required.		* 3=Second approval if the amount requires it. Leave the field empty if a single approval (2 steps) is sufficient, place a very low value (0.1) if a second approval (3 steps) is still required.

	=Life cycle / Business rules=		=Life cycle / Business rules=

2024-01-11T10:08:12Z

Configuration

← Older revision		Revision as of 10:08, 11 January 2024
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	'''3-step approval option:'''		'''3-step approval option:'''

	By default, purchase orders require to be created by one user (with create permission) and approved by another (with approve permission). This therefore makes 2 steps: a step/user to create and a step/user to approve. Note that if a user has both permissions, these two actions are performed at once. The "Approve in 3 steps" option adds the need for approval by a third step/user, if the order amount is greater than the amount of a defined value, so 3 steps required:		By default, purchase orders require to be created by one user (with create permission) and approved by another (with approve permission). This therefore makes 2 steps: a step/user to create/validate and a step/user to approve. Note that if a user has both permissions, these two actions are performed at once. The "Approve in 3 steps" option adds the need for approval by a third step/user, if the order amount is greater than the amount of a defined value, so 3 steps required:
	* 1=Creation/Validation,		* 1=Creation/Validation,
	* 2=First approval and		* 2=First approval and

2024-01-11T10:06:47Z

Configuration

← Older revision		Revision as of 10:06, 11 January 2024
Line 28:		Line 28:
	'''3-step approval option:'''		'''3-step approval option:'''

	By default, purchase orders require to be created by one user (with create permission) and approved by another (with approve permission). This therefore makes 2 steps: a step/user to create and a step/user to approve. Note that if a user has both permissions, these two actions are performed at once). The "Approve in 3 steps" option adds the need for approval by a third step/user, if the order amount is greater than the amount of a defined value ~~(i.e.~~ 3 steps required:		By default, purchase orders require to be created by one user (with create permission) and approved by another (with approve permission). This therefore makes 2 steps: a step/user to create and a step/user to approve. Note that if a user has both permissions, these two actions are performed at once. The "Approve in 3 steps" option adds the need for approval by a third step/user, if the order amount is greater than the amount of a defined value, so 3 steps required:
	* 1=Creation/Validation,		* 1=Creation/Validation,
	* 2=First approval and		* 2=First approval and

2024-01-11T10:05:32Z

Configuration

2024-01-11T10:05:24Z

Configuration

← Older revision		Revision as of 10:05, 11 January 2024
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	=Configuration=		=Configuration=
	{{ActivationModuleEn}}		{{ActivationModuleEn}}

			'''3-step approval option:'''

			By default, purchase orders require to be created by one user (with create permission) and approved by another (with approve permission). This therefore makes 2 steps: a step/user to create and a step/user to approve. Note that if a user has both permissions, these two actions are performed at once). The "Approve in 3 steps" option adds the need for approval by a third step/user, if the order amount is greater than the amount of a defined value (i.e. 3 steps required:
			* 1=Creation/Validation,
			* 2=First approval and
			* 3=second approval if the amount requires it). Leave the field empty if a single approval (2 steps) is sufficient, place a very low value (0.1) if a second approval (3 steps) is still required.

	=Life cycle / Business rules=		=Life cycle / Business rules=

2022-10-25T12:30:34Z

Related videos: Not in the language of the page but it's better than nothing or it can help

← Older revision		Revision as of 12:30, 25 October 2022
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	= Related videos =		= Related videos =
	<youtube width="200" height="120">g0jfZlNUAZA</youtube>		<youtube width="200" height="120">g0jfZlNUAZA</youtube>


			Purchase Orders:
			(vocal in french but subtitles are available and review in this language)

			<youtube width="280">QL_gZbJToFQ</youtube>

2020-08-24T13:47:17Z

← Older revision		Revision as of 13:47, 24 August 2020
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	=Modify a supplier order=		=Modify a supplier order=
	To modify an order, you must open its file. An order can only be modified if it is in draft form.		To modify an order, you must open its file. An order can only be modified if it is in draft form.

			= Related videos =
			<youtube width="200" height="120">g0jfZlNUAZA</youtube>

2020-08-23T15:05:05Z

← Older revision		Revision as of 15:05, 23 August 2020
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	=Modify a supplier order=		=Modify a supplier order=
	To modify an order, you must open its file. An order can only be modified if it is in draft form.		To modify an order, you must open its file. An order can only be modified if it is in draft form.

	~~=Use cases=~~

	~~{{ExamplesCaseEn~~
	~~\|name=UCSOR01: Supplier Order~~
	~~\|situation=~~
	~~\|actions=~~
	~~}} ~~

2020-08-23T14:57:11Z

Life cycle / Business rules

← Older revision		Revision as of 14:57, 23 August 2020
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	\ \ \--> Canceled (7) \		\ \ \--> Canceled (7) \
	\ \ \ \		\ \ \ \
	\ \-------------------------\-----------------------------------------\----> Creation of invoice ~~(if module invoice on)~~ or "~~Classify billed~~"		\ \-------------------------\-----------------------------------------\----> Creation of invoice or Classify "Billed"
	\ \		\ \
	\ \--> Canceled (6)		\ \--> Canceled (6)

2020-08-23T14:56:26Z

Life cycle / Business rules

← Older revision		Revision as of 14:56, 23 August 2020
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	\ \-------------------------\-----------------------------------------\----> Creation of invoice (if module invoice on) or "Classify billed"		\ \-------------------------\-----------------------------------------\----> Creation of invoice (if module invoice on) or "Classify billed"
	\ \		\ \
	\ \- Canceled (6)		\ \--> Canceled (6)
	\		\
	\- Refused (9)		\--> Refused (9)
	</pre>		</pre>