Purchase
Proveedores y pedidos de compra
Para qué sirve
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.
Qué hace y qué no hace el paquete
Vendors, purchase orders and order lines with a draft, sent, confirmed, received and cancelled flow. Order totals are entered, not summed from the lines.
Modelos
purchase_vendor
Purchasing terms for a contact you buy from
Grupo de lectura: purchase.user. Grupo de escritura: purchase.manager.
| Campo | Tipo | Clase de datos | Datos personales | Grupo | Los agentes ven | Descripción |
|---|---|---|---|---|---|---|
party_id | ref → party | none | no | purchase.user | en claro | The contact record of the vendor |
vendor_reference | text | none | no | purchase.user | en claro | Your customer number at this vendor |
payment_terms_days | number | none | no | purchase.user | en claro | Days allowed to pay an invoice |
lead_time_days | number | none | no | purchase.user | en claro | Usual days between order and delivery |
iban | text | financial | sí | purchase.manager | retenido | Bank account the vendor is paid into |
active | bool | none | no | purchase.user | en claro | Whether you still buy from this vendor |
purchase_order
A request to a vendor to supply goods or services
Grupo de lectura: purchase.user. Grupo de escritura: purchase.user.
| Campo | Tipo | Clase de datos | Datos personales | Grupo | Los agentes ven | Descripción |
|---|---|---|---|---|---|---|
reference | text | none | no | purchase.user | en claro | Order number printed on the document |
vendor_id | ref → purchase_vendor | none | no | purchase.user | en claro | The vendor ordered from |
ordered_on | date | none | no | purchase.user | en claro | Date the order was placed (YYYY-MM-DD) |
expected_on | date | none | no | purchase.user | en claro | Date the goods are expected (YYYY-MM-DD) |
currency | text | none | no | purchase.user | en claro | ISO 4217 currency code, for example EUR |
total | money | none | no | purchase.user | en claro | Order total as agreed with the vendor (minor currency units, e.g. cents) |
notes | longtext | none | no | purchase.user | en claro | Delivery instructions and remarks for the vendor |
state | select (draft, sent, confirmed, received, cancelled) | none | no | purchase.user | en claro | Order status: draft, sent, confirmed, received, cancelled |
purchase_order_line
One product or service on a purchase order
Grupo de lectura: purchase.user. Grupo de escritura: purchase.user.
| Campo | Tipo | Clase de datos | Datos personales | Grupo | Los agentes ven | Descripción |
|---|---|---|---|---|---|---|
order_id | ref → purchase_order | none | no | purchase.user | en claro | The order the line belongs to |
product_id | ref → product | none | no | purchase.user | en claro | The product ordered |
description | text | none | no | purchase.user | en claro | Wording for the vendor if different from the product name |
quantity | number | none | no | purchase.user | en claro | Units ordered |
unit_price | money | none | no | purchase.user | en claro | Agreed price per unit (minor currency units, e.g. cents) |
received_quantity | number | none | no | purchase.user | en claro | Units received so far |
Flujos de trabajo
purchase_order
| Acción | Mueve | Quién puede ejecutarla | Aprobación |
|---|---|---|---|
purchase_order.send | state: draft → sent | purchase.user | no |
purchase_order.confirm | state: sent → confirmed | purchase.manager | sí |
purchase_order.receive | state: confirmed → received | purchase.user | no |
purchase_order.cancel | state: draft → cancelled | purchase.user | no |
Grupos de permisos
Grupos que usa esta aplicación:
purchase.managerpurchase.user
Pasos con aprobación
Pasos que un agente solo puede proponer:
purchase_order.confirm
Qué pueden y qué no pueden hacer los agentes
Un agente puede leer, buscar, crear y actualizar registros de esta aplicación, y ejecutar las acciones que no requieren aprobación, dentro de los grupos de permisos de su token.
Solo puede proponer estos pasos, y una persona debe aprobarlos: purchase_order.confirm, purchase_vendor.delete, purchase_order.delete, purchase_order_line.delete.
Estos campos se retienen por completo y los agentes no los ven: purchase_vendor.iban.
Dependencias
baseproduct
Instalación
Instálala desde la aplicación Customize (Marketplace) o desde la línea de comandos:
obop modules install-from purchaseRequiere una base de datos y derechos de administrador.
Crea la tuya
La guía de módulos explica cómo se escriben aplicaciones como esta