[ADD] purchase: Raise warnings on purchase orders

Remove purchase/replenishment/flows/warning_triggering
This commit is contained in:
Yannick Tivisse 2018-04-04 13:26:07 +02:00
parent b1f3810483
commit 02336bfca9
13 changed files with 55 additions and 93 deletions

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@ -12,4 +12,5 @@ Request for Quotation and Purchase Orders
rfq/cancel
rfq/approvals
rfq/analyze
rfq/3_way_matching
rfq/3_way_matching
rfq/warning

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=================================
Raise warnings on purchase orders
=================================
The *Warnings* feature allows you to raise warnings or blocking
messages on purchase orders based on a vendor or a product.
For example, if you often have a problem with a vendor, you might want
to raise a warning when purchasing from that vendor. If a product is
about to be discontinued, you may want to raise a blocking message on
the purchase order.
Configuration
=============
For this feature to work, go to
:menuselection:`Purchases --> Configuration --> Settings` and activate
the *Warnings* feature.
.. image:: media/warning01.png
:align: center
Add a warning on a vendor
=========================
When you activate the feature, you get a new option under the *Internal
Notes* tab on vendors. You can decide to write a simple warning or a
blocking message.
.. image:: media/warning02.png
:align: center
Add a warning on a product
==========================
When you activate the feature, you get a new option under the
*Purchase* tab on the product page where you can add a warning or a
blocking message.
.. image:: media/warning03.png
:align: center
Trying to buy with warnings or blocking messages
------------------------------------------------
If you try to validate a *Purchase Order* from a vendor or with a
product with a warning, a message will be raised. You can ignore it by
clicking ok.
.. image:: media/warning04.png
:align: center
However, if it is a blocking message, you can not ignore it.

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@ -8,5 +8,4 @@ Replenishment Flows
flows/dropshipping
flows/setup_stock_rule
flows/purchase_triggering
flows/warning_triggering
flows/compute_date

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@ -1,91 +0,0 @@
======================================================
Trigger a warning when purchasing at a specific vendor
======================================================
Overview
========
The **Warning Messages and Alerts** module allow you to configure alerts
on the customers and vendors or products.
You can select the following types of warnings and create different
warnings for purchases and sales:
- Warning: This option displays the warning message during the process,
but allows the user to continue.
- Blocking Message: The message displays a warning message, but the
user cannot continue the process further.
Configuration
=============
Module Installation
-------------------
First, you need to install the **Warning Messages and Alerts** module. Go
to **Apps** and look for it (don't forget to remove the **Apps** filter).
.. image:: media/warning_triggering01.png
:align: center
Vendor or Customer warnings
---------------------------
Go to :menuselection:`Purchases --> Vendors` or to :menuselection:`Sales --> Customers`.
Open the vendor or the customer and click on the **Warnings** tab.
.. image:: media/warning_triggering02.png
:align: center
The available warnings are:
- Warning on the **Sales Order**
- Warning on the **Purchase Order**
- Warning on the **Picking**
- Warning on the **Invoice**
Product Warnings
----------------
Go to :menuselection:`Purchases --> Products` or to :menuselection:`Sales --> Products`.
Open the product and click on the **Notes** tab.
.. image:: media/warning_triggering03.png
:align: center
The available warnings are:
- Warning when selling this product.
- Warning when Purchasing this product.
How to trigger a warning when purchasing at a specific vendor?
==============================================================
Go to the Purchases application, click on :menuselection:`Purchase --> Vendors`.
Go to the **Warnings** tab.
Under **Warning on the Purchase Order**, choose **Warning** and write your
warning.
.. image:: media/warning_triggering04.png
:align: center
Create a **Request for Quotation**. Go to
:menuselection:`Purchase --> Request for Quotation` and click on **Create**.
Choose the vendor on which a warning was set.
When choosing the vendor, the warning will appear.
.. image:: media/warning_triggering01.png
:align: center
.. note::
If you set a blocking message instead of a warning message, you
won't be able to choose the vendor.