Purchases - maple-dev-team/docs GitHub Wiki
Objective
Make orders from supplier
Inputs
-
PO Number* (auto increment number by default)
-
Location*
-
Date Created (Current Date)
-
Tax Rule (Set the default tax rule for add products)
*Required field
Overview
-
All Possible Status:
- DRAFT (Local changes)
- IN PROGRESS
- IN TRANSIT
- PARTIALLY RECEIVED
- RECEIVED
- VOIDED
-
VOID
-
Should not exists inv_receiving_po.
-
START
- Update Status to IN PROGRESS
- Validate that all Product Qty should be greater then 0
- Update Stock Movement ON_ORDER qty from Purchases qty
-
RECEIVE
- Redirect and create new receiving (draft) form with this PO selected
Shipment Info
- CONFIRM SHIPMENT
- Decrease ON_ORDER qty and increase IN_TRANSIT qty
- (Send warning if no tracking number?)
Payment Info
- CONFIRM PAYMENT
- Some sort of Xero accounting results?
- Show PO as payed
- alert if status not payed near invoice due date?
Editing Rules/Fields
-
It is only possible to edit the purchase when it is in draft
-
On the Purchases detail:
-
Qty Receiving (Label only)
-
Receiving data (Label only)
-
Qty
-
Price
-
Discount
-
Total (Tax, Qty, Discount, Price)
-
Ref?
-
PAYMENT INFO
-
SHIPMENT & DELIVERY INFO
-
ETA Based on supplier lead time (or supplier product lead time if available)
Clone
Clone the PO with all details in DRAFT
Upload Details
Purchase import from xlx.
Future Changes
- Bin Removal