ff7820ada8
https://docs.google.com/document/d/1uGZ9u2a8I-Rj0B7gY-RAsbq1rXJn_X225afJNSNBnH4/edit?usp=sharing
91 lines
2.5 KiB
ReStructuredText
91 lines
2.5 KiB
ReStructuredText
==============================================================
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How to 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. |