web-erp-developers

[WebERP-developers] Is it a right constraint for sales order?

[ExsonQu <hex...@gm...>]

*Dear all:*

         I've noticed that the stock classified as raw material category
cannot be sold since it'll not show in the sales order selection screen.
I've forgot if we've discussed before. Is it reasonable?

         Thanks and best regards!

          Exson



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Re: [WebERP-developers] Is it a right constraint for sales order?

[iced l. <ice...@gm...>]

Hi Exson,

Good point. I also noticed the stock classified as raw material category
cannot be sold with normal process of sales order.

Clients have found this to be useful as it prevents errors in sales orders
and also display of totally irrelevant materials for 99.9% of cases.

However, from time to time, raw materials need to be sold - infrequent but
it does happen.

In this case, I accidentally discovered that raw materials can be sold by
using the quick entry screen only. In this case the item code must be known
by the person raising the sales order.

This seems to work for the client as it prevents wrongful sale of raw
materials and restricts sale of raw materials to those that know the item
code and quick entry method. It also removes many raw materials items from
potential search views during sales order creation.

I am not sure if this could be a solution for others but is working here.

Cheers,
Jo



On Sun, Nov 3, 2013 at 11:29 PM, ExsonQu <hex...@gm...> wrote:

> *Dear all:*
>
>          I've noticed that the stock classified as raw material category
> cannot be sold since it'll not show in the sales order selection screen.
> I've forgot if we've discussed before. Is it reasonable?
>
>          Thanks and best regards!
>
>           Exson
>
>
>
> --
> View this message in context:
> http://weberp-accounting.1478800.n4.nabble.com/Is-it-a-right-constraint-for-sales-order-tp4656839.html
> Sent from the web-ERP-developers mailing list archive at Nabble.com.
>
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Re: [WebERP-developers] Is it a right constraint for sales order?

[ExsonQu <hex...@gm...>]

*Hi, Jo:*

         Thanks for your sharing. 

         You're right that current setting made it more convenient to
search. If there is no other inconvenience, we should leave it as is.

         Best regards!

         Exson



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Re: [WebERP-developers] Is it a right constraint for sales order?

[opto <bu...@op...>]

no, this is not a good solution.

It took me two years to accidentally stumble about this post and the
workaround.
If the workaround is hidden so much, nobody will know about it or can use
it.

Remembering codes for us has proven to be the most errorprone type of
entries, in addition.

Raw material can be spare parts (or vice versa) - how about selling cooling
liquid as consumable that is normally only used in a BOM?

Solution:
How about a  checkbox to include raw material?

Klaus



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Re: [WebERP-developers] Is it a right constraint for sales order?

[<ti...@we...>]

Why do we need a work around? Surely selling raw materials is a
legitimate operation, and should be allowed by default?

On 5 November 2013 07:54, opto <bu...@op...> wrote:
> no, this is not a good solution.
>
> It took me two years to accidentally stumble about this post and the
> workaround.
> If the workaround is hidden so much, nobody will know about it or can use
> it.
>
> Remembering codes for us has proven to be the most errorprone type of
> entries, in addition.
>
> Raw material can be spare parts (or vice versa) - how about selling cooling
> liquid as consumable that is normally only used in a BOM?
>
> Solution:
> How about a  checkbox to include raw material?
>
> Klaus
>
>
>
> --
> View this message in context: http://weberp-accounting.1478800.n4.nabble.com/Is-it-a-right-constraint-for-sales-order-tp4656839p4656843.html
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>
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Re: [WebERP-developers] Is it a right constraint for sales order?

[icedlava <ice...@gm...>]

Hi Klaus,

>> Solution:
>> How about a  checkbox to include raw material?

The work around described works well for one client in their specific case. I don’t believe it would be acceptable in the general case.  I had also thought of a ‘checkbox' solution.

But, I thought that this question would have arisen previously  before my time here as it would not be so uncommon a requirement. Therefore I thought  perhaps I may have been under some misunderstanding with setup regarding stock category -  perhaps the ‘raw material’ should have been set up some other way to start with? Is there some stock category that could be used as a raw material and also be sold?

In relation to providing options there were a few scenarios I was looking at:

1.  checkbox for general use with all raw material to signify it could also be sold or part of BOM
2. Checkbox per stock item to signify it could be sold
3. Stock category that allowed a raw material to also be used as a saleable item and part of BOM  (do we already have it?)

Cheers,
Jo 




On 5 Nov 2013, at 8:35 pm, ti...@we... wrote:

> Why do we need a work around? Surely selling raw materials is a
> legitimate operation, and should be allowed by default?
> 
> On 5 November 2013 07:54, opto <bu...@op...> wrote:
>> no, this is not a good solution.
>> 
>> It took me two years to accidentally stumble about this post and the
>> workaround.
>> If the workaround is hidden so much, nobody will know about it or can use
>> it.
>> 
>> Remembering codes for us has proven to be the most errorprone type of
>> entries, in addition.
>> 
>> Raw material can be spare parts (or vice versa) - how about selling cooling
>> liquid as consumable that is normally only used in a BOM?
>> 
>> Solution:
>> How about a  checkbox to include raw material?
>> 
>> Klaus
>> 
>> 
>> 
>> --
>> View this message in context: http://weberp-accounting.1478800.n4.nabble.com/Is-it-a-right-constraint-for-sales-order-tp4656839p4656843.html
>> Sent from the web-ERP-developers mailing list archive at Nabble.com.
>> 
>> ------------------------------------------------------------------------------
>> November Webinars for C, C++, Fortran Developers
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>> techniques for threading, error checking, porting, and tuning. Get the most
>> from the latest Intel processors and coprocessors. See abstracts and register
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> 
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Re: [WebERP-developers] Is it a right constraint for sales order?

[icedlava <ice...@gm...>]

HI Tim,
On 5 Nov 2013, at 8:35 pm, ti...@we... wrote:

> Why do we need a work around? Surely selling raw materials is a
> legitimate operation, and should be allowed by default?


Not sure if having it by default is the way to go but I agree an option  of some type should be available. 

Having it on by default may mean that for cases where client had many raw material items used in production,the sales item selection might become more onerous with potentially large increase in items to sift through (e.g. there may be many more raw materials than saleable items with only a few raw materials are actually saleable).

Thus I had thought a checkbox per item (rather than a global checkbox), or different type of stock category might be more  useable with the latter more efficient generally in use (code and user wise).

Cheers,




> 

Re: [WebERP-developers] Is it a right constraint for sales order?

[Phil D. <ph...@lo...>]

I think Klaus's solution makes good sense
 By default most businesses will not want a plethora of raw materials to display on sales product searches. A checkbox to include them defaulting to unchecked would be best imho
-- 
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Skype: daintree

icedlava <ice...@gm...> wrote:
>HI Tim,
>On 5 Nov 2013, at 8:35 pm, ti...@we... wrote:
>
>> Why do we need a work around? Surely selling raw materials is a
>> legitimate operation, and should be allowed by default?
>
>
>Not sure if having it by default is the way to go but I agree an option
> of some type should be available. 
>
>Having it on by default may mean that for cases where client had many
>raw material items used in production,the sales item selection might
>become more onerous with potentially large increase in items to sift
>through (e.g. there may be many more raw materials than saleable items
>with only a few raw materials are actually saleable).
>
>Thus I had thought a checkbox per item (rather than a global checkbox),
>or different type of stock category might be more  useable with the
>latter more efficient generally in use (code and user wise).
>
>Cheers,
>
>
>
>
>> 
>
>
>------------------------------------------------------------------------------
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Re: [WebERP-developers] Is it a right constraint for sales order?

[Tim S. <tim...@gm...>]

Well you only get a plethora if you type vague search criteria in :-)

On 5 November 2013 17:24, Phil Daintree <ph...@lo...> wrote:
> I think Klaus's solution makes good sense
> By default most businesses will not want a plethora of raw materials to
> display on sales product searches. A checkbox to include them defaulting to
> unchecked would be best imho
> --
> Phil Daintree
> +64(0)275 567890
> Skype: daintree
>
> icedlava <ice...@gm...> wrote:
>>
>> HI Tim,
>> On 5 Nov 2013, at 8:35 pm, ti...@we... wrote:
>>
>>> Why do we need a work around? Surely selling raw materials is a
>>> legitimate operation, and should be allowed by default?
>>
>>
>>
>> Not sure if having it by default is the way to go but I agree an option
>> of some type should be available.
>>
>> Having it on by default may mean that for cases where client had many raw
>> material items used in production,the sales item selection might become more
>> onerous with potentially large increase in items to sift through (e.g. there
>> may be many more raw materials than saleable items with only a few raw
>> materials are actually saleable).
>>
>> Thus I had thought a checkbox per item (rather than a global checkbox), or
>> different type of stock category might be more  useable with the latter more
>> efficient
>> generally in use (code and user wise).
>>
>> Cheers,
>>
>>
>>
>>
>>
>>
>>
>> ________________________________
>>
>> November Webinars for C, C++, Fortran Developers
>> Accelerate application performance with scalable programming models.
>> Explore
>> techniques for threading, error checking, porting, and tuning. Get the
>> most
>> from the latest Intel processors and coprocessors. See abstracts and
>> register
>>
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>
>
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Re: [WebERP-developers] Is it a right constraint for sales order?

[iced l. <ice...@gm...>]

On Wed, Nov 6, 2013 at 5:13 AM, Tim Schofield <tim...@gm...>
 wrote:

> Well you only get a plethora if you type vague search criteria in :-)
>
>
Indeed that is true. But 'vague' can be relative.

In some cases there are not only many 'unique' items, but also many
dimensions to an item, and many values in a dimension, each of these as an
individual item. 'Raw' materials used in production often are similarly
named but not exactly named to aid in BOM construction. Being specific
might not be specific enough, and might be difficult depending on who's
doing the ordering.  I wouldn't want to make it more difficult than it is
now to select an item for ordering or increase probability of choosing an
incorrect item.

The 3 options i had considered before the specific client used the work
around previously mentioned were:

1. Global switch
2. Individual item switch,
3. Category for 'saleable raw products'

I don't believe option 1 is a practical option from a usability point of
view when ordering (as per above notes). Category could possibly be more
efficient in the code for selection or where there are many raw materials
that are 'saleable' - may need more files updated.

An individual switch per item might be the most flexible option for a few
reasons, and would not require as many changes as category option.

Cheers,
Jo

Re: [WebERP-developers] Is it a right constraint for sales order?

[opto <bu...@op...>]

>Well you only get a plethora if you type vague search criteria in :-) 


my secrtary might type in such a vague search.
And it is her and inexpereinced users I want to protect from being
overwhelmed by input or just choosing the wrong one because there are too
many similiar choices.


As for solutions:
I object an individual checkbox if it is the only one . Too many
complications (steps) to make something visible for the nexperienced user.
Also, it is too much work to occasionally makes those items visible that I
forgot to check (or want visble only one time).

A separate stockcategory might work if no conflict with BOMs. But still, it
needs the advance decision whether I want a raw material sellable.

Perfect would be an individual checkbox for those raw mateial I want to be
sellable always on the list, and a global checkbox to make all visible, if
today I sell just the one that is not individually checked.

otherwise, for a single sales of cooling liquid, I need to set the checkbox
for this item, sell it, go back and revert the check box. A lot of work for
a single sale of some components.


Klaus



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Re: [WebERP-developers] Is it a right constraint for sales order?

[Tim S. <tim...@gm...>]

Hi Klaus, raw materials have to be in separate stock categories
anyway, and so they would only ever end up in the search if the user
selected that category, or chose 'All Categories'. I am not sure I see
the use case for this and it seems to me that it just complicates
things with check boxes. However if thats what people want and someone
is prepared to code it then thats fine.

Thanks
Tim

On 06/11/2013, opto <bu...@op...> wrote:
>>Well you only get a plethora if you type vague search criteria in :-)
>
>
> my secrtary might type in such a vague search.
> And it is her and inexpereinced users I want to protect from being
> overwhelmed by input or just choosing the wrong one because there are too
> many similiar choices.
>
>
> As for solutions:
> I object an individual checkbox if it is the only one . Too many
> complications (steps) to make something visible for the nexperienced user.
> Also, it is too much work to occasionally makes those items visible that I
> forgot to check (or want visble only one time).
>
> A separate stockcategory might work if no conflict with BOMs. But still, it
> needs the advance decision whether I want a raw material sellable.
>
> Perfect would be an individual checkbox for those raw mateial I want to be
> sellable always on the list, and a global checkbox to make all visible, if
> today I sell just the one that is not individually checked.
>
> otherwise, for a single sales of cooling liquid, I need to set the checkbox
> for this item, sell it, go back and revert the check box. A lot of work for
> a single sale of some components.
>
>
> Klaus
>
>
>
> --
> View this message in context:
> http://weberp-accounting.1478800.n4.nabble.com/Is-it-a-right-constraint-for-sales-order-tp4656839p4656851.html
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>
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>
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Re: [WebERP-developers] Is it a right constraint for sales order?

[ExsonQu <hex...@gm...>]

*Dear all:*

           Thank you for your comments. I'll find sometime to code it -- Add
a checkbox for it within this week. I think the original design make sense.
But it'll frustrate users when they incidentally set their categories as raw
materials. 

         Thank you again for your opinion! Really appreciated it!

          Best regards!

          Exson



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Re: [WebERP-developers] Is it a right constraint for sales order?

[ExsonQu <hex...@gm...>]

*Dear all:*

            It's done. If you do not satisfy with the text to explain the
purpose of checkbox, please revise it freely.

           Thanks and best regards!

           Exson



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Re: [WebERP-developers] Is it a right constraint for sales order?

[Phil D. <ph...@lo...>]

Just to add to this - the only place I can think of where there is a 
distinction between raw materials and finished goods is used is for the 
selection of items for sales. So this flag on the stock categories is 
really only used for this purpose. If you have stock that is expected to 
be sold in its current form then best to make this a finished goods 
category. I accept there may be rare occassions where a raw material may 
wish to be sold - and that is why I am recommending a checkbox on the 
item search form. As icedlava notes you can always enter any item code 
into the quick entry screen to sell it - but as Klaus notes this is not 
obvious and possibly not even documented.

Phil

Phil Daintree
Logic Works Ltd - +64 (0)275 567890
http://www.logicworks.co.nz

On 06/11/13 23:24, Tim Schofield wrote:
> Hi Klaus, raw materials have to be in separate stock categories
> anyway, and so they would only ever end up in the search if the user
> selected that category, or chose 'All Categories'. I am not sure I see
> the use case for this and it seems to me that it just complicates
> things with check boxes. However if thats what people want and someone
> is prepared to code it then thats fine.
>
> Thanks
> Tim
>
> On 06/11/2013, opto <bu...@op...> wrote:
>>> Well you only get a plethora if you type vague search criteria in :-)
>>
>> my secrtary might type in such a vague search.
>> And it is her and inexpereinced users I want to protect from being
>> overwhelmed by input or just choosing the wrong one because there are too
>> many similiar choices.
>>
>>
>> As for solutions:
>> I object an individual checkbox if it is the only one . Too many
>> complications (steps) to make something visible for the nexperienced user.
>> Also, it is too much work to occasionally makes those items visible that I
>> forgot to check (or want visble only one time).
>>
>> A separate stockcategory might work if no conflict with BOMs. But still, it
>> needs the advance decision whether I want a raw material sellable.
>>
>> Perfect would be an individual checkbox for those raw mateial I want to be
>> sellable always on the list, and a global checkbox to make all visible, if
>> today I sell just the one that is not individually checked.
>>
>> otherwise, for a single sales of cooling liquid, I need to set the checkbox
>> for this item, sell it, go back and revert the check box. A lot of work for
>> a single sale of some components.
>>
>>
>> Klaus
>>
>>
>>
>> --
>> View this message in context:
>> http://weberp-accounting.1478800.n4.nabble.com/Is-it-a-right-constraint-for-sales-order-tp4656839p4656851.html
>> Sent from the web-ERP-developers mailing list archive at Nabble.com.
>>
>> ------------------------------------------------------------------------------
>> November Webinars for C, C++, Fortran Developers
>> Accelerate application performance with scalable programming models.
>> Explore
>> techniques for threading, error checking, porting, and tuning. Get the most
>>
>> from the latest Intel processors and coprocessors. See abstracts and
>> register
>> http://pubads.g.doubleclick.net/gampad/clk?id=60136231&iu=/4140/ostg.clktrk
>> _______________________________________________
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>>
>