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. Order totals are entered, not summed from the lines.
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 |
|---|---|---|---|---|---|---|
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 |
total | money | none | nej | purchase.user | i klartext | Order total as agreed with the vendor (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) |
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
baseproduct
Installera
Installera den från appen Customize (Marknadsplats), eller från kommandoraden:
obop modules install-from purchaseKräver en databas och administratörsbehörighet.