c2c-oerpscenario team mailing list archive

[Graeme Gellatly <727635@xxxxxxxxxxxxxxxxxx>]

Do we lose something with this approach?  You make large assumptions, I
am assuming based on your own individual requirement.  I think the
solutions you want are in there, just differently to what you propose.
Also I think your proposal is only good for small business.

Yes we do, massively.  Firstly to say PO is not linked to SO is
erroneous.  PO is linked to procurement order, which in turn is linked
to both picking and SO.  Take your very scenario of business cards.  By
using the automatically generated PO when those specific business cards
arrive (assuming they are MTO) the stock will be allocated to that SO
rather than another SO awaiting a quantity of business cards.  Not a big
deal if you sell very few business cards, but in any volume business,
stock allocation will become problematic.

Second, in a normal business Business Cards with extra glossy paint is
another seperate product to standard business cards.   If you are using
standard costs, you are creating a price difference in your COGS or COS,
if you are using weighted average then you are inflating your margin on
the glossy, and decreasing your margin on the standard.

Third, the vast majority of businesses do not get 2 or 3 quotes for most
of everything they purchase.  They order the same product from the same
supplier at the same price under preferred supplier agreements for the
bulk of their orders.  Especially in manufacturing & distribution.  On
occasion when a special price has been agreed for a particular order, it
is a bit of a hassle, and requires processes outside OpenERP to ensure
the order is placed at the right price.  However the solution is not the
proposed workflow.

Four, your proposal assumes the person creating the SO is authorised to
Purchase, and conversely the person authorised to purchase is able to
sell.  Of course this is true in small businesses, but is rarely the
case in larger business.

You could solve your individual problem just by making your business
cards Make to Stock with an Orderpoint at 0.00 (or for that matter
product type consumable).  That way the scheduler would see the already
incoming PO and not create a new one.  You could do this at the product
level or the order line level.  You could then use RFQ or whatever
purchase process you wanted.

-- 
You received this bug notification because you are a member of C2C
OERPScenario, which is subscribed to the OpenERP Project Group.
https://bugs.launchpad.net/bugs/727635

Title:
  The creation of Purchase Orders from Sales Orders should be more
  usefull and flexible!

Status in OpenERP Modules (addons):
  New

Bug description:
  Now in 6.0 stable Sales Orders create automatic Purchase Order on
  confirmation. - For all companies who need an up to date price before
  they can confirm a Sales Order this workflow is completly useless. In
  fact an up to date price is often why a custommer asks us for a Sales
  Order (Quotation) - Think of all service companies or comapnies
  selling goods wich do not have a fixed price. All of this will not
  really work with this workflow.

  In fact it is even cumbersome because most of the times you have to
  cancel or delete this automatically created Purchase Order(s)  because
  you already have a confirmed Purchase Order that you made before the
  confirmation of the Sales Order to get the up to date price(s).

  The Solution:
  -
  Do not automatically create Purchase Orders at the "Sales Order confirmation" at all but instead do it like Purchase Requisitions: 
  Add a button to the Sales Order wich is able to create Purchase Orders at any time and any number of them. So on any press on this button a new Purchase Order is created with the right products and the right analytic account. - This is flexible and saves the user a lot of double typing the same Product lines over and over again.

  The created purchase Orders do not have to belong to the Sales Orders
  in any way except that the number of the Sales Order is in the Origin
  Field of the created Purchase Order(s).

  
  Do we loose something with this approach? :
  -
  I really dont think so. Because even now there is no relation ship between the Purchase Order and the Sales Order after it was created. Wich i think is good because most of the times you need at least two quotations from your suppliers before you can send the Sales Order to your custommer with an up to date price.

  
  Example 1 with the workflow how it is now:
  -
  1.) Custommer calls and wants Business Cards
  2.) We add a new Sales Order and add the Product Line "Business Cards" and change the Description to "Business Cards with extra glossy paint"
  3.) We add a new Purchase Order (this is PO/001) and add the Product Line "Business Cards" and change the Description to "Business Cards with extra glossy paint" (Double Work)
  4.) We duplicate this Purchase Order because we need a Quotation from at least two suppliers (this is PO/002)
  5.) We send the Purchase Orders and get up to date prices
  6.) We change our price in our Sales Order to the up to date price from our best supplier quotation (for example let us say PO/001 had the best Price) and send it to our custommer
  7.) The custommer accepts the Sales Order and we confirm it -> This creates autimatically another Purchase Order. (PO/003)
  8.) We cancel the automatically created Purchase Order
  9.) We confirm the best Purchase Order PO/001 and cancel PO/002

  
  Example 2 - with the new workflow:
  -
  1.) Custommer calls and wants Business Cards
  2.) We add a new Sales Order and add the Product Line "Business Cards" and change the Description to "Business Cards with extra glossy paint"
  3.) We press our new Button "Create Purchase Order" in the Sales Order form. -> This creates PO/001 with the right Products, and Product Descriptions (and if stated in the Sales Order the right Analytic Account.)
  4.) We press the Button again this creates PO/002
  5.) We send the Purchase Orders and get up to date prices
  6.) We change our price in our Sales Order to the up to date price from our best supplier quotation (for example let us say PO/001 had the best Price) and send it to our custommer
  7.) The custommer accepts the Sales Order and we confirm it
  8.) We confirm the best Purchase Order PO/001 and cancel PO/002

  TADA! :) No double typing - No extra PO/003 - just angles singing and
  happy employees ;)