Purchase
Fournisseurs et commandes d'achat
À quoi elle sert
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.
Ce que fait et ne fait pas le paquet
Vendors, purchase orders and order lines with a draft, sent, confirmed, received and cancelled flow. Order totals are entered, not summed from the lines.
Modèles
purchase_vendor
Purchasing terms for a contact you buy from
Groupe de lecture: purchase.user. Groupe d'écriture: purchase.manager.
| Champ | Type | Classe de données | Données personnelles | Groupe | Vu par les agents | Description |
|---|---|---|---|---|---|---|
party_id | ref → party | none | non | purchase.user | en clair | The contact record of the vendor |
vendor_reference | text | none | non | purchase.user | en clair | Your customer number at this vendor |
payment_terms_days | number | none | non | purchase.user | en clair | Days allowed to pay an invoice |
lead_time_days | number | none | non | purchase.user | en clair | Usual days between order and delivery |
iban | text | financial | oui | purchase.manager | non communiqué | Bank account the vendor is paid into |
active | bool | none | non | purchase.user | en clair | Whether you still buy from this vendor |
purchase_order
A request to a vendor to supply goods or services
Groupe de lecture: purchase.user. Groupe d'écriture: purchase.user.
| Champ | Type | Classe de données | Données personnelles | Groupe | Vu par les agents | Description |
|---|---|---|---|---|---|---|
reference | text | none | non | purchase.user | en clair | Order number printed on the document |
vendor_id | ref → purchase_vendor | none | non | purchase.user | en clair | The vendor ordered from |
ordered_on | date | none | non | purchase.user | en clair | Date the order was placed (YYYY-MM-DD) |
expected_on | date | none | non | purchase.user | en clair | Date the goods are expected (YYYY-MM-DD) |
currency | text | none | non | purchase.user | en clair | ISO 4217 currency code, for example EUR |
total | money | none | non | purchase.user | en clair | Order total as agreed with the vendor (minor currency units, e.g. cents) |
notes | longtext | none | non | purchase.user | en clair | Delivery instructions and remarks for the vendor |
state | select (draft, sent, confirmed, received, cancelled) | none | non | purchase.user | en clair | Order status: draft, sent, confirmed, received, cancelled |
purchase_order_line
One product or service on a purchase order
Groupe de lecture: purchase.user. Groupe d'écriture: purchase.user.
| Champ | Type | Classe de données | Données personnelles | Groupe | Vu par les agents | Description |
|---|---|---|---|---|---|---|
order_id | ref → purchase_order | none | non | purchase.user | en clair | The order the line belongs to |
product_id | ref → product | none | non | purchase.user | en clair | The product ordered |
description | text | none | non | purchase.user | en clair | Wording for the vendor if different from the product name |
quantity | number | none | non | purchase.user | en clair | Units ordered |
unit_price | money | none | non | purchase.user | en clair | Agreed price per unit (minor currency units, e.g. cents) |
received_quantity | number | none | non | purchase.user | en clair | Units received so far |
Flux de travail
purchase_order
| Action | Transition | Qui peut l'exécuter | Approbation |
|---|---|---|---|
purchase_order.send | state: draft → sent | purchase.user | non |
purchase_order.confirm | state: sent → confirmed | purchase.manager | oui |
purchase_order.receive | state: confirmed → received | purchase.user | non |
purchase_order.cancel | state: draft → cancelled | purchase.user | non |
Groupes de permissions
Groupes utilisés par cette application :
purchase.managerpurchase.user
Étapes d'approbation
Étapes qu'un agent ne peut que proposer :
purchase_order.confirm
Ce que les agents peuvent et ne peuvent pas faire
Un agent peut lire, rechercher, créer et modifier les enregistrements de cette application, et exécuter les actions qui ne requièrent pas d'approbation, dans les limites des groupes de permissions de son jeton.
Il ne peut que proposer ces étapes, qu'une personne doit approuver : purchase_order.confirm, purchase_vendor.delete, purchase_order.delete, purchase_order_line.delete.
Ces champs ne sont pas communiqués aux agents : purchase_vendor.iban.
Dépendances
baseproduct
Installation
Installez-la depuis l'application Customize (Place de marché), ou en ligne de commande :
obop modules install-from purchaseNécessite une base de données et des droits d'administrateur.
Créer la vôtre
Le guide des modules montre comment sont écrites les applications de ce type