#444 Zooming to A PO instead of a SO in Request

X-R2.4.4
closed
Jorg Janke
5
2003-04-09
2003-04-04
Matthew Crowder
No

A client of ours has the following needs.
1. For someone in the factory to issue a Requsition
Request.
2. For a dedicated employee in the Company to receive
all those requests and Transfer them into P.O.'s
3. Then the employee in charge of making the P.O's
needs to issue requests to all of the Supervisors, with a
link to the P.O. they can Zoom into directly from the
Request window.

My solution:
Have workers issue a S.O. (Proposal)
then send a request.. via (Transfer).. to the user in
charge of turning those into P.O.s. This user will then
run the Convert SO to PO function. After the S.O's have
been turned into PO's the User in charge of receiving the
SO's will then send out requests for authorization to all
the appropriate Admin users. I added a Yes/No field on
the PO for Director Approval/Managment
Approval/Purchasing Approval etc. So the Users need to
be able to ......
click on the Request button......
See an Authorize a PO request......
And Be able to Zoom into the PO from the Request
Screen.

Is it possible to change the default behavior of the Sales
Order Portion of the Request to be able to soom into a
PO as well? Can you add a P.O. option there?

Thanks

Discussion

  • Kathy Pink
    Kathy Pink
    2003-04-04

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    Matthew, a couple of questions.
    1. WOuld you prefer that the request be linked to a PO
    instead of a SO? What if there were 2 boxes.
    2. On the zoom, are you looking for an option to pick the
    zoom to window or always use PO?
    Thanks
    kathy

     
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    2 Fields would be just fine.

     
  • Jorg Janke
    Jorg Janke
    2003-04-04

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    Will the sales orders eventually turned into
    shioments/invoices after receiving the stuff?

     
  • Logged In: YES
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    Jorg...
    No.. the Sales Orders are just being used so that people can
    submit their requests to the Purchasing dept. Once
    Purchasing gets them they are converted into P.O.s and then
    Authorized . We are not currently using Invoicing from
    Compiere. The main issue is the flow of information. People
    need to be able to zoom to the PO from the Request, that all.

     
  • Kathy Pink
    Kathy Pink
    2003-04-09

    • assigned_to: kmpink --> jjanke
     
  • Jorg Janke
    Jorg Janke
    2003-04-09

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    As discussed
    - it is a better way to create a Requisition (Offer) table
    - the zoom issue is filed as a bug (and enhancement)

     
  • Jorg Janke
    Jorg Janke
    2003-04-09

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    *** Status set to PENDING *** If the issue solved, please CLOSE
    this request - otherwise set the status back to OPEN (we only
    check OPEN items). If there is no reaction within a week, the
    system will automatically CLOSE it. To speed up response time,
    you may want to consider a support agreement.
    ***

     
  • Jorg Janke
    Jorg Janke
    2003-04-09

    • milestone: --> X-R2.4.4
    • status: open --> closed