Maintainers
This module is part of the sygel-technology/sy-purchase-workflow project on GitHub.
You are welcome to contribute.
Purchase Split Wizard
This module adds a wizard that allows you to split a purchase into multiple ones.
The splitting method has one particularity, when you split a purchase the original purchase quantities are not going to be edited, this is done to keep record of the original state of the purchase.
In counterpart, the original purchase will be archived and cancelled to not alter the forecasted stock. Users should split that original purchase the equivalent number of new split purchases you want to have.
For example, if you have a purchase of 10 product units and you want to split it into one purchase of 6 and another of 4, you have to split the original purchase into one of 6, go back to the original purchase and split it again into one of 4. As a result you will have 3 purchases, the purchase of 6, the purchase of 4, and the original purchase of 10 which will be archived and cancelled.
Table of contents
Usage
To use this module, you need to:
- Go to purchases and create a new purchase order in draft state with some purchase order lines.
- Click the “Split Purchase” button. The split wizard will be opened
- Edit the values that the new purchase order will have.
- Edit the lines the new purchase order will have. The most important is the quantity to split, but you can also edit the name, the order, or even delete some lines. You can edit the product price of the lines with the “Product Price Option” field of the above purchase order values
- Click the “Accept” button. You will be redirected to the created purchase.
- If the original purchase is still not completely splitted you should go back with the breadcrumbs or the “Original Purchase” smartbutton and continue splitting.
Known issues / Roadmap
- Users should not let a split process of a purchase half done. Example: splitting a purchase of 10 units into a purchase of 3 units, 7 are pending. The expected future stock of that product won’t count the 7 pending units and the automatic reordering rules can generate new purchase orders.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Sygel
Contributors
- Alberto Martínez alberto.martinez@sygel.es
- Valentin Vinagre valentin.vinagre@sygel.es
- Harald Panten harald.panten@sygel.es