This module provides you a wizard to create main-secondary relations
between purchases.
The wizard has 2 operation types: “create a secondary purchase” and
“link to a secondary purchase”
The module also provides some smartbuttons and filters to access the
secondary and main purchases.
To access the wizard, you need to:
Go to Purchase / Orders / Requests for Quotation
Select a purchase or purchases
Click on actions, then “Create/Link Secondary Purchases”
To create new secondary purchases you need to:
Access the wizard
Select “Create Purchase” as Operation Type
Select the partner of the new secondary purchase
Click Accept
To associate already created purchases as main-secondary purchases you
need to:
Go to the form view of the purchase you want to be secondary. In the
“Other Information” tab, mark the “Can Be Secondary” check
Access the wizard selecting the main purchases
Select “Link to Purchase” as Operation Type
Fill the secondary purchase. You can only select purchases that “can
be secondary”, that do not have secondary purchases, and that are in
“draft”, “sent” or “to approve” state.
Click Accept
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.
This module is part of the sygel-technology/sy-purchase-workflow project on GitHub.
You are welcome to contribute.