Difference between revisions of "Module Purchase Orders"

Latest revision as of 10:08, 11 January 2024

Suppliers
Numero/ID of module	40
User doc. of module	This page
Developer doc. of module	Module Supplier (developer)

Introduction

The module Purchase Orders, also called Supplier Order is currently hosted by the module *Supplier*. You can type in orders you make to your customers, with lines of details, send them to him and received products in stock if you use the Module Stocks En.

Installation

This module is included with the Dolibarr distribution, so there is no need to install it.

Configuration

To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".

Choose the tab where the module is listed. Then click on "Activate".

The module is now activated.

If a cog icon appears on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.

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/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,
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

A supplier order follows the following life cycle:

Draft (0) --> Validated (1) --> Approved (2) --> Ordered to vendor (3) ---------------------------------/---> Received completely (5)
                            \                 \                         \--> Received partially (4) ---/          \  
                             \                 \                         \--> Canceled (7)                         \
                              \                 \                         \                                         \
                               \                 \-------------------------\-----------------------------------------\----> Creation of invoice or Classify "Billed"
                                \                 \
                                 \                 \--> Canceled (6)
                                  \
                                   \--> Refused (9)

Create a supplier order

The creation of a supplier order is done from the supplier file in the third party or suppliers section of the application, supplier tab. The button allowing it is found in the action bar of the supplier file.

The order is then created in the draft state.

You must then select products sold by the supplier from the given list. If you want to add a new product, it is necessary to go through the interface of the products / services, to create a product then to use the supplier tab of the product sheet and to indicate the minimum price and quantity for this supplier. The product is then available in the list of products from this supplier and can be added to the order line.

Close a supplier order

Once the products or services of an order have been received, you must return to the order form to enter the receipt. The status of the order then passes to partially received or completely received depending on the information entered.

Delete a supplier order

To delete an order, you need to open its file. An order can only be deleted if it is in draft form. Once validated, it can only be canceled. The deletion of an order erases all the data relating to it.

A deleted order cannot be recovered.

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.

@@ Line 1: / Line 1: @@
+<!-- BEGIN origin interlang links -->
+<!-- You can edit this section but do NOT remove these comments
+     Links below will be automatically replicated on translated pages by PolyglotBot -->
+[[fr:Module_Fournisseurs_Commandes]]
+[[es:Módulo_Pedidos_a_proveedores]]
+<!-- END interlang links -->
 [[Category:Supplier]]
 {{TemplateDocUser}}
+{{TemplateModEN}}
 {{BasculeDevUserEn|
 name=Suppliers|
+num=40|
 devdoc=[[Module Supplier (developer)]]|
 userdoc=This page|}}
-= Introduction =
+=Introduction=
-{{ToTranslate}}
+The module '''Purchase Orders''', also called '''Supplier Order''' is currently hosted by the module *Supplier*.
-Le module Fournisseurs permet de saisir et modifier des commandes, composées de lignes de commandes pour un tiers qui est de type Fournisseur.
+You can type in orders you make to your customers, with lines of details, send them to him and received products in stock if you use the [[Module Stocks En]].
-= Installation =
+=Installation=
 {{NoInstallModuleEn}}
-= Configuration =
+=Configuration=
 {{ActivationModuleEn}}
-=Créer une commande fournisseur=
-La création d'une commande fournisseur se fait à partir de la fiche fournisseur dans la partie tiers ou fournisseurs de l'application, onglet fournisseur. Le bouton le permettant se trouve dans la barre d'action de la fiche fournisseur.
-La commande est alors créée à l'état de brouillon.
+'''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/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,
+* 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=
+A supplier order follows the following life cycle:
+<pre>
+Draft (0) --> Validated (1) --> Approved (2) --> Ordered to vendor (3) ---------------------------------/---> Received completely (5)
+                            \                 \                         \--> Received partially (4) ---/          \
+                             \                 \                         \--> Canceled (7)                         \
+                              \                 \                         \                                         \
+                               \                 \-------------------------\-----------------------------------------\----> Creation of invoice or Classify "Billed"
+                                \                 \
+                                 \                 \--> Canceled (6)
+                                  \
+                                   \--> Refused (9)
+</pre>
+=Create a supplier order=
+The creation of a supplier order is done from the supplier file in the third party or suppliers section of the application, supplier tab. The button allowing it is found in the action bar of the supplier file.
+The order is then created in the draft state.
+You must then select products sold by the supplier from the given list. If you want to add a new product, it is necessary to go through the interface of the products / services, to create a product then to use the supplier tab of the product sheet and to indicate the minimum price and quantity for this supplier. The product is then available in the list of products from this supplier and can be added to the order line.
+=Close a supplier order=
+Once the products or services of an order have been received, you must return to the order form to enter the receipt. The status of the order then passes to partially received or completely received depending on the information entered.
-Il faut alors sélectionner des produits vendus par le fournisseur dans la liste donnée. Si l'on veut rajouter un nouveau produit, il est nécessaire de passer par l'interface des produits/services, de créer un produit puis d'utiliser l'onglet fournisseur de la fiche produit et d'indiquer le prix et la quantité minimum pour ce fournisseur. Le produit est alors disponible dans la liste des produits de ce fournisseur et peut être ajouté à la ligne de commande.
+=Delete a supplier order=
+To delete an order, you need to open its file. An order can only be deleted if it is in draft form. Once validated, it can only be canceled. The deletion of an order erases all the data relating to it.
-=Clôturer une commande fournisseur=
+'''A deleted order cannot be recovered.'''
-Une fois que les produits ou services d'une commande ont bien été reçue, il faut retourner sur la fiche commande pour saisir la réception.
-Le statuts de la commande passe alors à reçu partiellement ou reçu complètement selon les informations saisies.
-=Supprimer une commande fournisseur=
+=Modify a supplier order=
-Pour supprimer une commande il vous faut ouvrir la fiche de celle-ci. Une commande ne peut être supprimée que si celle-ci est à l'état de '''brouillon'''. Une fois validée, elle peut seulement être annulée. La suppression d'un commande entraîne l'effacement de toutes les données s'y référant.
+To modify an order, you must open its file. An order can only be modified if it is in draft form.
-'''Une commande supprimée ne peut pas être récupérée'''.
+= Related videos =
+<youtube width="200" height="120">g0jfZlNUAZA</youtube>
-=Modifier une commande fournisseur=
-Pour modifier une commande il vous faut ouvrir sa fiche. Une commande ne peut être modifiée que si celle-ci est à l'état de brouillon.
-= Cas d'utilisations =
+Purchase Orders:
+(vocal in french but subtitles are available and review in this language)
-{{ExamplesCaseEn
+<youtube width="280">QL_gZbJToFQ</youtube>
-|name=UCSOR01: Supplier Order
-|situation=
-|actions=
-}}&nbsp;