Question on Purchases

[Axel Braun]

Hi,

I'm investigating the purchase process in Tryton, and have some questions.

First I want to get a quotation for a product from a supplier. It seems that I
have to create a draft purchase first, which is then converted into a Quote.
- What is the 'draft PO' good for?
- On the quote I send out, why is there already a product price on it? Usually
you ask the supplier what the price is....

In the status 'quotation' of the PO, how can i change the price on the product
lines? Usually the supplier comes back with a different price, plus maybe
additional charges which I need to add. That seems not to be possible.

When I change the status to 'confirm', I dont have the option to add lines or
change the price as well. So how can I add changed rates before I finally buy?

Can I revert the 'confirmation' to status 'quotation'?

Thanks
Axel

[Cédric Krier]

On 01/09/13 14:34 +0200, Axel Braun wrote:
> Hi,
>
> I'm investigating the purchase process in Tryton, and have some questions.
>
> First I want to get a quotation for a product from a supplier. It seems that I
> have to create a draft purchase first, which is then converted into a Quote.
> - What is the 'draft PO' good for?

For draft.

> - On the quote I send out, why is there already a product price on it? Usually
> you ask the supplier what the price is....

No, usually you already get an good idea of the cost price of your
products.

> In the status 'quotation' of the PO, how can i change the price on the product
> lines? Usually the supplier comes back with a different price, plus maybe
> additional charges which I need to add. That seems not to be possible.

Go back to draft and edit it.

> When I change the status to 'confirm', I dont have the option to add lines or
> change the price as well. So how can I add changed rates before I finally buy?

Don't confirm the order until it is not right.

> Can I revert the 'confirmation' to status 'quotation'?

No, you have to cancel it and re-do a new one.

--
Cédric Krier

B2CK SPRL
Rue de Rotterdam, 4
4000 Liège
Belgium
Tel: +32 472 54 46 59
Email/Jabber: cedric...@b2ck.com
Website: http://www.b2ck.com/

[Axel Braun]

Am Montag, 2. September 2013, 22:35:36 schrieb Cédric Krier:

> > I'm investigating the purchase process in Tryton, and have some questions.
> >
> > First I want to get a quotation for a product from a supplier. It seems
> > that I have to create a draft purchase first, which is then converted
> > into a Quote. - What is the 'draft PO' good for?
>
> For draft.

OK. But usually the PO process starts with a Request for quotation. so I feel
this step is somewhat unecessary.

> > - On the quote I send out, why is there already a product price on it?
> > Usually you ask the supplier what the price is....
>
> No, usually you already get an good idea of the cost price of your
> products.

Sure, *I* have an idea, but wont tell my supplier about it. Never seen a Biz
so far that asks for a quote with price included.
What is the best way to get rid of the price columns? In the odt Document?

> > In the status 'quotation' of the PO, how can i change the price on the
> > product lines? Usually the supplier comes back with a different price,
> > plus maybe additional charges which I need to add. That seems not to be
> > possible.
> Go back to draft and edit it.
>
> > When I change the status to 'confirm', I dont have the option to add lines
> > or change the price as well. So how can I add changed rates before I
> > finally buy?
>
> Don't confirm the order until it is not right.

Academically right, but not a real life scenario. People make mistakes (Oh
Shit, I forgot to change the price on line 20),and forcing them to reenter the
whole story again would definitely not increase the confidentiality into the
ERP system, nor is it efficient.

> > Can I revert the 'confirmation' to status 'quotation'?
>
> No, you have to cancel it and re-do a new one.

See above. IHMO this is a design flaw.

Cheers
Axel

[Cédric Krier]

On 19/09/13 08:18 +0200, Axel Braun wrote:
> Am Montag, 2. September 2013, 22:35:36 schrieb Cédric Krier:
>
> > > I'm investigating the purchase process in Tryton, and have some questions.
> > >
> > > First I want to get a quotation for a product from a supplier. It seems
> > > that I have to create a draft purchase first, which is then converted
> > > into a Quote. - What is the 'draft PO' good for?
> >
> > For draft.
>
> OK. But usually the PO process starts with a Request for quotation. so I feel
> this step is somewhat unecessary.

So how do you make the difference between quotation ready to be send and
those work in progress?

> > > - On the quote I send out, why is there already a product price on it?
> > > Usually you ask the supplier what the price is....
> >
> > No, usually you already get an good idea of the cost price of your
> > products.
>
> Sure, *I* have an idea, but wont tell my supplier about it. Never seen a Biz
> so far that asks for a quote with price included.
> What is the best way to get rid of the price columns? In the odt Document?

If you want.

> > > In the status 'quotation' of the PO, how can i change the price on the
> > > product lines? Usually the supplier comes back with a different price,
> > > plus maybe additional charges which I need to add. That seems not to be
> > > possible.
> > Go back to draft and edit it.
> >
> > > When I change the status to 'confirm', I dont have the option to add lines
> > > or change the price as well. So how can I add changed rates before I
> > > finally buy?
> >
> > Don't confirm the order until it is not right.
>
> Academically right, but not a real life scenario. People make mistakes (Oh
> Shit, I forgot to change the price on line 20),and forcing them to reenter the
> whole story again would definitely not increase the confidentiality into the
> ERP system, nor is it efficient.

To get until this step, there are already many validation that happens
so it should be unlikly that there are still mistakes.
But any way, it is a very difficult things to do but patch is welcome.

> > > Can I revert the 'confirmation' to status 'quotation'?
> >
> > No, you have to cancel it and re-do a new one.
>
> See above. IHMO this is a design flaw.

Patch is welcome.

[Axel Braun]

Am Donnerstag, 19. September 2013, 09:45:15 schrieb Cédric Krier:

> > > > I'm investigating the purchase process in Tryton, and have some
> > > > questions.
> > > >
> > > > First I want to get a quotation for a product from a supplier. It
> > > > seems
> > > > that I have to create a draft purchase first, which is then converted
> > > > into a Quote. - What is the 'draft PO' good for?
> > >
> > > For draft.
> >
> > OK. But usually the PO process starts with a Request for quotation. so I
> > feel this step is somewhat unecessary.
>
> So how do you make the difference between quotation ready to be send and
> those work in progress?

Just have it saved. All activities (like 'Send to Supplier') should appear in
the activity log of that PO.

> > > > - On the quote I send out, why is there already a product price on it?
> > > > Usually you ask the supplier what the price is....
> > >
> > > No, usually you already get an good idea of the cost price of your
> > > products.
> >
> > Sure, *I* have an idea, but wont tell my supplier about it. Never seen a
> > Biz so far that asks for a quote with price included.
> > What is the best way to get rid of the price columns? In the odt Document?
>
> If you want.

Any better proposal?

> > > > In the status 'quotation' of the PO, how can i change the price on the
> > > > product lines? Usually the supplier comes back with a different price,
> > > > plus maybe additional charges which I need to add. That seems not to
> > > > be
> > > > possible.
> > >
> > > Go back to draft and edit it.
> > >
> > > > When I change the status to 'confirm', I dont have the option to add
> > > > lines
> > > > or change the price as well. So how can I add changed rates before I
> > > > finally buy?
> > >
> > > Don't confirm the order until it is not right.
> >
> > Academically right, but not a real life scenario. People make mistakes (Oh
> > Shit, I forgot to change the price on line 20),and forcing them to reenter
> > the whole story again would definitely not increase the confidentiality
> > into the ERP system, nor is it efficient.
>
> To get until this step, there are already many validation that happens
> so it should be unlikly that there are still mistakes.
> But any way, it is a very difficult things to do but patch is welcome.
>
> > > > Can I revert the 'confirmation' to status 'quotation'?
> > >
> > > No, you have to cancel it and re-do a new one.
> >
> > See above. IHMO this is a design flaw.
>
> Patch is welcome.

As soon as I learn programming in Python, I will supply a patch. Until then
I'm happy to support you with functional design and some experience from
various industries.

Cheers
Axel

[Cédric Krier]

On 19/09/13 19:45 +0200, Axel Braun wrote:
> Am Donnerstag, 19. September 2013, 09:45:15 schrieb Cédric Krier:
>
> > > > > I'm investigating the purchase process in Tryton, and have some
> > > > > questions.
> > > > >
> > > > > First I want to get a quotation for a product from a supplier. It
> > > > > seems
> > > > > that I have to create a draft purchase first, which is then converted
> > > > > into a Quote. - What is the 'draft PO' good for?
> > > >
> > > > For draft.
> > >
> > > OK. But usually the PO process starts with a Request for quotation. so I
> > > feel this step is somewhat unecessary.
> >
> > So how do you make the difference between quotation ready to be send and
> > those work in progress?
>
> Just have it saved.

That's wrong, saving should never have more meaning than just save.

> All activities (like 'Send to Supplier') should appear in
> the activity log of that PO.

There is no such things in Tryton.