[ADD] purchase: Raise warnings on purchase orders
Remove purchase/replenishment/flows/warning_triggering
@ -12,4 +12,5 @@ Request for Quotation and Purchase Orders
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rfq/cancel
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rfq/approvals
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rfq/analyze
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rfq/3_way_matching
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rfq/3_way_matching
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rfq/warning
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53
purchase/purchases/rfq/warning.rst
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@ -0,0 +1,53 @@
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=================================
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Raise warnings on purchase orders
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=================================
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The *Warnings* feature allows you to raise warnings or blocking
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messages on purchase orders based on a vendor or a product.
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For example, if you often have a problem with a vendor, you might want
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to raise a warning when purchasing from that vendor. If a product is
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about to be discontinued, you may want to raise a blocking message on
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the purchase order.
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Configuration
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=============
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For this feature to work, go to
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:menuselection:`Purchases --> Configuration --> Settings` and activate
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the *Warnings* feature.
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.. image:: media/warning01.png
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:align: center
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Add a warning on a vendor
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=========================
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When you activate the feature, you get a new option under the *Internal
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Notes* tab on vendors. You can decide to write a simple warning or a
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blocking message.
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.. image:: media/warning02.png
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:align: center
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Add a warning on a product
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==========================
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When you activate the feature, you get a new option under the
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*Purchase* tab on the product page where you can add a warning or a
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blocking message.
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.. image:: media/warning03.png
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:align: center
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Trying to buy with warnings or blocking messages
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------------------------------------------------
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If you try to validate a *Purchase Order* from a vendor or with a
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product with a warning, a message will be raised. You can ignore it by
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clicking ok.
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.. image:: media/warning04.png
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:align: center
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However, if it is a blocking message, you can not ignore it.
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@ -8,5 +8,4 @@ Replenishment Flows
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flows/dropshipping
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flows/setup_stock_rule
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flows/purchase_triggering
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flows/warning_triggering
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flows/compute_date
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@ -1,91 +0,0 @@
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======================================================
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Trigger a warning when purchasing at a specific vendor
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======================================================
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Overview
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========
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The **Warning Messages and Alerts** module allow you to configure alerts
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on the customers and vendors or products.
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You can select the following types of warnings and create different
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warnings for purchases and sales:
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- Warning: This option displays the warning message during the process,
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but allows the user to continue.
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- Blocking Message: The message displays a warning message, but the
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user cannot continue the process further.
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Configuration
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=============
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Module Installation
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-------------------
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First, you need to install the **Warning Messages and Alerts** module. Go
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to **Apps** and look for it (don't forget to remove the **Apps** filter).
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.. image:: media/warning_triggering01.png
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:align: center
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Vendor or Customer warnings
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---------------------------
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Go to :menuselection:`Purchases --> Vendors` or to :menuselection:`Sales --> Customers`.
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Open the vendor or the customer and click on the **Warnings** tab.
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.. image:: media/warning_triggering02.png
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:align: center
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The available warnings are:
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- Warning on the **Sales Order**
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- Warning on the **Purchase Order**
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- Warning on the **Picking**
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- Warning on the **Invoice**
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Product Warnings
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----------------
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Go to :menuselection:`Purchases --> Products` or to :menuselection:`Sales --> Products`.
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Open the product and click on the **Notes** tab.
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.. image:: media/warning_triggering03.png
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:align: center
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The available warnings are:
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- Warning when selling this product.
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- Warning when Purchasing this product.
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How to trigger a warning when purchasing at a specific vendor?
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==============================================================
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Go to the Purchases application, click on :menuselection:`Purchase --> Vendors`.
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Go to the **Warnings** tab.
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Under **Warning on the Purchase Order**, choose **Warning** and write your
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warning.
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.. image:: media/warning_triggering04.png
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:align: center
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Create a **Request for Quotation**. Go to
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:menuselection:`Purchase --> Request for Quotation` and click on **Create**.
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Choose the vendor on which a warning was set.
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When choosing the vendor, the warning will appear.
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.. image:: media/warning_triggering01.png
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:align: center
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.. note::
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If you set a blocking message instead of a warning message, you
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won't be able to choose the vendor.
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