On 19/04/13 09:52 +0200, Axel Braun wrote: > Hello Cedric, > > thanks for this fast and comprehensive answer. It leads to some more question: > > >> - tryton can maintain different companies to work with. How can I quickly > >> change the company (e.g. doing a sales as company A, then a Purchase as > >> Company B, and next a sale as company C)? > > > You can change current company via the User Preferences. > > ..but that means the user has to log on and off again? Then it is probably > better to have a second session open
Yes since 2.2 you can start 2 clients, login with the same user and set
2 different companies.
> >> - When I enter a new party, e.g. employee, the party number is assigned
> >> internally (means the systems creates the number). Can I switch this to
> >> external number assignment (I create the number/alphanumeric)? Is this
> >> coding
> >> or configuration work?
>
> >Yes if you remove the sequence on Party>Configuration
>
> >> - Same question applies for offers (to customer) and quotation from
> >> purchasing
>
> >It does not.
>
> What is the effort to change this? (Assuming it can be changed)
I don't think it is the same as Party Code is forever when Sale/Purchase
Reference is for a small time.
I think what you are looking for is a extra field to put an extra
reference.
> >> - when adding a party associated with sales, how can I add a contact
> >> person?
>
> >For now, the module party_relationship was not yet writen.
>
> Is there a due date for this?
Not that I know.
> >> - where are bank data for companies / parties maintained
>
> >None.
>
> Is there a plan to add this?
Why not it should not be difficult but as usual we prefer to have real
usage for it before just storing data.
> >> Is there a way to fax the document out of tryton (e.g. via sendfax, or PDF-
> >> email to the fax server)?
>
> >Not by default.
>
> I assume that it is similar to the sending of an EMail. One should be able to
> clone the method.
> Maybe something for the wishlist?
If you use send email to a fax server, you have nothing to do.
There is also the possibility to use a specific extension and link it
(at the OS level) to the sendfax program.
> >> - when creating a material, I have to enter sales and purchase price. In
> >> many
> >> cases we will not know this at that point in time. How can I swich off that
> >> these fields are mandatory?
>
> >It is not possible.
>
> ...except we change the coding?
Yes. But I think cost price could be set to 0 without issue.
list price could perhaps be required only if the product is salable (to
be checked).
> >> - how can I see sales / purchases to a material ('open related records' on
> >> a
> >> material does not show this)
>
> >It depends what information you are looking for.
>
> When I'm in the material view, I want to see from whom we have purchased a
> material, and to whom we have sold it. The purchase case in this context is
> more important.
For purchase, you have the supplier configuration.
Otherwise it should be possible to create a view that will aggregate the
party linked to sale/purchase lines by product.
> >> - sometimes there are variable components in sales, e.g to cover changing
> >> copper price. so the material price consists of
> >> material 20EUR
> >> copper component 5,33 EUR
> >> Can this be handled in tryton in one sales line?
>
> >No.
>
> OK. How would you solve this requirement? Second sales line?
Yes why not. But I think a clear use case should help to define the
requirements.
> >> - in general I miss the incoterms in sales and purchase, plus information
> >> on
> >> customs tariff code - is this planned to add?
>
> >It is up to you.
>
> You mean adding this as custom field?
I guess but probably it should be also linked to the configuration. For
example with the module sale_shipment_cost.
> >> - is there a kind of 'customer/vendor info record' that combines a material
> >> with a customer, e.g. to store special customer information for that
> >> material
> >> (e.g. material is called 'Jim' , but in customer / vendor terms it is
> >> 'John')
>
> >No only for supplier.
>
> Is it planned to have this for a customer as well? It is required to have it
> to store customer material specific information. Material text can slightly
> differ frm customer to customer, but if we do not put it the exact way on the
> bill of lading for example, customs will not let it pass through. So this is
> really a business requirement.
I think it is more an exception than a common practice, most business
trades with a lot of customer and they can not manage such things
customer by customer.
But any way, I don't see any difficulty to implement it as the
description is copied from the product to the sale line, this text could
be override.
--
Cédric Krier
B2CK SPRL
Rue de Rotterdam, 4
4000 Liège
Belgium
Tel: +32 472 54 46 59
Email/Jabber: [email protected]
Website: http://www.b2ck.com/
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