2
.. i18n: All the Elements of a Complete Workflow
3
.. i18n: =======================================
6
All the Elements of a Complete Workflow
7
=======================================
9
.. i18n: The supplier or purchase order is the document that lets you manage price negotiations, control supplier invoices, handle goods receipts and synchronize all of these documents.
12
The supplier or purchase order is the document that lets you manage price negotiations, control supplier invoices, handle goods receipts and synchronize all of these documents.
14
.. i18n: Let us start by looking at the following order workflow:
17
Let us start by looking at the following order workflow:
19
.. i18n: #. Price request to the supplier,
21
.. i18n: #. Confirmation of purchase,
23
.. i18n: #. Receipt and control of products,
25
.. i18n: #. Control of invoicing.
28
#. Price request to the supplier,
30
#. Confirmation of purchase,
32
#. Receipt and control of products,
34
#. Control of invoicing.
36
.. i18n: Setting up your Database
37
.. i18n: ------------------------
40
Setting up your Database
41
------------------------
43
.. i18n: To set up a system for these examples, create a new database with demonstration data in it, and
44
.. i18n: select the :guilabel:`Extended` interface when you log in as the *admin* user. You can enter your own
45
.. i18n: company details when asked, or just use the default if you want.
48
To set up a system for these examples, create a new database with demonstration data in it, and
49
select the :guilabel:`Extended` interface when you log in as the *admin* user. You can enter your own
50
company details when asked, or just use the default if you want.
53
.. i18n: single: module; purchase
57
single: module; purchase
59
.. i18n: Then, using the Configuration Wizard, select :guilabel:`Purchase Management` in the :guilabel:`Install Applications` section to install the :mod:`purchase` module, which also installs several other modules as dependencies. Continue
60
.. i18n: the remainder of this chapter logged in as the *admin* user.
63
Then, using the Configuration Wizard, select :guilabel:`Purchase Management` in the :guilabel:`Install Applications` section to install the :mod:`purchase` module, which also installs several other modules as dependencies. Continue
64
the remainder of this chapter logged in as the *admin* user.
66
.. i18n: Price Request from the Supplier
67
.. i18n: -------------------------------
70
Price Request from the Supplier
71
-------------------------------
73
.. i18n: To enter data for a new supplier price request (i.e. request for quotation), use the menu :menuselection:`Purchases --> Purchase Management -->
74
.. i18n: Request for Quotation`. When you click :guilabel:`New`, OpenERP opens a blank request for quotation form that you use for requesting prices from a supplier. This is shown in the figure :ref:`fig-pfrm`. If the price request came from an automatic procurement created by OpenERP, you will find a reference to the document that generated the request in the :guilabel:`Origin` field.
77
To enter data for a new supplier price request (i.e. request for quotation), use the menu :menuselection:`Purchases --> Purchase Management -->
78
Request for Quotation`. When you click :guilabel:`New`, OpenERP opens a blank request for quotation form that you use for requesting prices from a supplier. This is shown in the figure :ref:`fig-pfrm`. If the price request came from an automatic procurement created by OpenERP, you will find a reference to the document that generated the request in the :guilabel:`Origin` field.
80
.. i18n: .. _fig-pfrm:
82
.. i18n: .. figure:: images/purchase_form.png
84
.. i18n: :align: center
86
.. i18n: *Data Entry for a Purchase Order*
91
.. figure:: images/purchase_form.png
95
*Data Entry for a Purchase Order*
98
.. i18n: single: module; warning
102
single: module; warning
104
.. i18n: .. note:: Managing Alerts
106
.. i18n: If you install the :mod:`warning` module, you will be able to define alerts that appear when the purchaser enters a price request or order. You can set alerts on the product and on the supplier.
109
.. note:: Managing Alerts
111
If you install the :mod:`warning` module, you will be able to define alerts that appear when the purchaser enters a price request or order. You can set alerts on the product and on the supplier.
113
.. i18n: The internal reference, the date and the warehouse the products should be delivered to, are completed automatically by OpenERP, but you can change these values if needed. Next, when you select a supplier, OpenERP automatically completes the contact address for the supplier. The pricelist is also automatically completed from the pricelist in the supplier form. This should bring in all of the conditions that you have negotiated with the supplier for a given period.
116
The internal reference, the date and the warehouse the products should be delivered to, are completed automatically by OpenERP, but you can change these values if needed. Next, when you select a supplier, OpenERP automatically completes the contact address for the supplier. The pricelist is also automatically completed from the pricelist in the supplier form. This should bring in all of the conditions that you have negotiated with the supplier for a given period.
118
.. i18n: .. tip:: Supplier Selection
120
.. i18n: Searching for a supplier is limited to all of the partners in the system that have the :guilabel:`Supplier` checkbox checked. If you do not find your supplier, it might be worth checking the whole list of all partners to make sure that the supplier does not yet exist without the Supplier checkbox being checked.
123
.. tip:: Supplier Selection
125
Searching for a supplier is limited to all of the partners in the system that have the :guilabel:`Supplier` checkbox checked. If you do not find your supplier, it might be worth checking the whole list of all partners to make sure that the supplier does not yet exist without the Supplier checkbox being checked.
127
.. i18n: Once the main body of the purchase order has been completed, you can enter the product lines.
130
Once the main body of the purchase order has been completed, you can enter the product lines.
132
.. i18n: .. figure:: images/purchase_line_form.png
134
.. i18n: :align: center
136
.. i18n: *Purchase Order Line*
139
.. figure:: images/purchase_line_form.png
143
*Purchase Order Line*
145
.. i18n: When you have selected the product, OpenERP automatically completes the other fields in the form:
148
When you have selected the product, OpenERP automatically completes the other fields in the form:
150
.. i18n: * :guilabel:`Product UoM`, taken from the :guilabel:`Purchase Unit of Measure` field in the product form,
152
.. i18n: * The :guilabel:`Description` of the product in the supplier's language,
154
.. i18n: * :guilabel:`Scheduled Date`, calculated from the order date and the delivery lead time for the supplier (for the given product),
156
.. i18n: * :guilabel:`Unit Price`, taken from the supplier's pricelist,
158
.. i18n: * :guilabel:`Taxes`, taken from the information on the product form and partner form,
159
.. i18n: depending on the rules seen in :ref:`Financial Analysis <ch-financial>`.
162
* :guilabel:`Product UoM`, taken from the :guilabel:`Purchase Unit of Measure` field in the product form,
164
* The :guilabel:`Description` of the product in the supplier's language,
166
* :guilabel:`Scheduled Date`, calculated from the order date and the delivery lead time for the supplier (for the given product),
168
* :guilabel:`Unit Price`, taken from the supplier's pricelist,
170
* :guilabel:`Taxes`, taken from the information on the product form and partner form,
171
depending on the rules seen in :ref:`Financial Analysis <ch-financial>`.
173
.. i18n: .. tip:: Product Wording and Code
175
.. i18n: When you enter supplier names in the product form, you can set a name and a product code for each individual supplier. If you do that, OpenERP will then use those details instead of your own internal product names for that selected supplier.
178
.. tip:: Product Wording and Code
180
When you enter supplier names in the product form, you can set a name and a product code for each individual supplier. If you do that, OpenERP will then use those details instead of your own internal product names for that selected supplier.
182
.. i18n: If you work with management by case, you can also set the analytic account that should be used to
183
.. i18n: report all the purchase costs. The costs will then be reported at the receipt of the supplier
187
If you work with management by case, you can also set the analytic account that should be used to
188
report all the purchase costs. The costs will then be reported at the receipt of the supplier
192
.. i18n: single: module; purchase_analytic_analysis
196
single: module; purchase_analytic_analysis
198
.. i18n: .. tip:: Management by Case
200
.. i18n: Analytic accounts can be very useful for all companies that manage costs by case, by site, by
201
.. i18n: project or by folder.
202
.. i18n: To work with several analytic axes, you should install the module :mod:`purchase_analytic_plans`,
203
.. i18n: by selecting :guilabel:`Purchase Analytic Plans` in the :guilabel:`Reconfigure` wizard and clicking
204
.. i18n: :guilabel:`Configure`.
207
.. tip:: Management by Case
209
Analytic accounts can be very useful for all companies that manage costs by case, by site, by
210
project or by folder.
211
To work with several analytic axes, you should install the module :mod:`purchase_analytic_plans`,
212
by selecting :guilabel:`Purchase Analytic Plans` in the :guilabel:`Reconfigure` wizard and clicking
213
:guilabel:`Configure`.
216
.. i18n: single: module; account_analytic_default
217
.. i18n: single: module; purchase_analytic_plans
221
single: module; account_analytic_default
222
single: module; purchase_analytic_plans
224
.. i18n: To make sure that the analytic account is automatically selected according to the partner, the date, the
225
.. i18n: products or the user, you can install the module :mod:`account_analytic_default` (which is installed
226
.. i18n: automatically as a dependency of :mod:`purchase_analytic_plans`).
229
To make sure that the analytic account is automatically selected according to the partner, the date, the
230
products or the user, you can install the module :mod:`account_analytic_default` (which is installed
231
automatically as a dependency of :mod:`purchase_analytic_plans`).
233
.. i18n: In the :guilabel:`Notes` tab of the product line, you can enter a note that will be attached when the order
234
.. i18n: confirmation or price quotation is printed. This note can be predefined on the product form to
235
.. i18n: automatically appear on each order for that product. For example, you can enter “Do not forget to send
236
.. i18n: by express delivery as specified in our contract reference 1234.”
239
In the :guilabel:`Notes` tab of the product line, you can enter a note that will be attached when the order
240
confirmation or price quotation is printed. This note can be predefined on the product form to
241
automatically appear on each order for that product. For example, you can enter “Do not forget to send
242
by express delivery as specified in our contract reference 1234.”
244
.. i18n: Once the document has been completed, you can print it as a price estimate to send to
245
.. i18n: the supplier. You can set a note for the attention of the supplier in the form's third tab.
248
Once the document has been completed, you can print it as a price estimate to send to
249
the supplier. You can set a note for the attention of the supplier in the form's third tab.
251
.. i18n: .. figure:: images/purchase_quotation.png
253
.. i18n: :align: center
255
.. i18n: *Printing the Supplier Price Quotation*
258
.. figure:: images/purchase_quotation.png
262
*Printing the Supplier Price Quotation*
264
.. i18n: Then leave the document in the ``Request for Quotation`` state. When you receive a response from the supplier, use the menu
265
.. i18n: :menuselection:`Purchases --> Purchase Management --> Requests for Quotation`. Select the
266
.. i18n: order and complete its details.
269
Then leave the document in the ``Request for Quotation`` state. When you receive a response from the supplier, use the menu
270
:menuselection:`Purchases --> Purchase Management --> Requests for Quotation`. Select the
271
order and complete its details.
273
.. i18n: When you want to approve the order, use the button :guilabel:`Convert to Purchase Order`. The price
274
.. i18n: request then passes into the ``Approved`` state.
275
.. i18n: No further changes are possible.
278
When you want to approve the order, use the button :guilabel:`Convert to Purchase Order`. The price
279
request then passes into the ``Approved`` state.
280
No further changes are possible.
282
.. i18n: .. figure:: images/purchase_process.png
284
.. i18n: :align: center
286
.. i18n: *Purchase Order Process*
289
.. figure:: images/purchase_process.png
293
*Purchase Order Process*
295
.. i18n: Goods Receipt
296
.. i18n: -------------
302
.. i18n: Once the order has been approved, OpenERP automatically prepares the goods receipt order in the
303
.. i18n: draft state for you. To get a list of the products you are waiting for from your suppliers, use the
304
.. i18n: menu :menuselection:`Warehouse --> Warehouse Management --> Incoming Shipments`.
307
Once the order has been approved, OpenERP automatically prepares the goods receipt order in the
308
draft state for you. To get a list of the products you are waiting for from your suppliers, use the
309
menu :menuselection:`Warehouse --> Warehouse Management --> Incoming Shipments`.
311
.. i18n: .. tip:: Purchasing Services
313
.. i18n: If you buy services from your supplier, OpenERP does not generate a goods receipt note.
314
.. i18n: There is no service receipt equivalent to a goods receipt.
317
.. tip:: Purchasing Services
319
If you buy services from your supplier, OpenERP does not generate a goods receipt note.
320
There is no service receipt equivalent to a goods receipt.
322
.. i18n: Select the document that corresponds to the item that you are receiving. Usually, the goods receipt
323
.. i18n: note is found by making a search on the order reference or the supplier name. You can then confirm
324
.. i18n: the receipt of the products.
327
Select the document that corresponds to the item that you are receiving. Usually, the goods receipt
328
note is found by making a search on the order reference or the supplier name. You can then confirm
329
the receipt of the products.
331
.. i18n: As described in :ref:`ch-stocks`, if you receive only part of the order, OpenERP
332
.. i18n: manages the remainder of that order.
333
.. i18n: A second receipt note is then automatically created for the goods not received.
334
.. i18n: You can cancel it if you think that you will never receive the remaining products.
337
As described in :ref:`ch-stocks`, if you receive only part of the order, OpenERP
338
manages the remainder of that order.
339
A second receipt note is then automatically created for the goods not received.
340
You can cancel it if you think that you will never receive the remaining products.
342
.. i18n: After receiving the goods, OpenERP will show you which orders are open and the state of their
343
.. i18n: receipt and invoicing if you return to the list of orders.
346
After receiving the goods, OpenERP will show you which orders are open and the state of their
347
receipt and invoicing if you return to the list of orders.
349
.. i18n: .. figure:: images/purchase_list.png
351
.. i18n: :align: center
353
.. i18n: *List of Open Orders, and their Receipt and Invoice Status*
356
.. figure:: images/purchase_list.png
360
*List of Open Orders, and their Receipt and Invoice Status*
362
.. i18n: Control of Invoicing
363
.. i18n: --------------------
369
.. i18n: To control supplier invoicing, OpenERP provides three systems as standard, which can differ order
373
To control supplier invoicing, OpenERP provides three systems as standard, which can differ order
376
.. i18n: * :guilabel:`From Order` : invoicing based on quantities ordered,
378
.. i18n: * :guilabel:`From Picking` : invoicing based on quantities received,
380
.. i18n: * :guilabel:`Manual` : manual invoicing.
383
* :guilabel:`From Order` : invoicing based on quantities ordered,
385
* :guilabel:`From Picking` : invoicing based on quantities received,
387
* :guilabel:`Manual` : manual invoicing.
389
.. i18n: The mode of invoicing control is set in the second tab of the purchase order in the field
390
.. i18n: :guilabel:`Invoicing Control`.
393
The mode of invoicing control is set in the second tab of the purchase order in the field
394
:guilabel:`Invoicing Control`.
396
.. i18n: .. figure:: images/purchase_form_tab2.png
398
.. i18n: :align: center
400
.. i18n: *Purchase Order, Invoice Control*
403
.. figure:: images/purchase_form_tab2.png
407
*Purchase Order, Invoice Control*
409
.. i18n: .. tip:: Default Value
411
.. i18n: A company generally uses a single invoicing control method for all of its invoices.
412
.. i18n: So you are advised to set a default value in the :guilabel:`Invoicing Control` field after
413
.. i18n: installation.
416
.. tip:: Default Value
418
A company generally uses a single invoicing control method for all of its invoices.
419
So you are advised to set a default value in the :guilabel:`Invoicing Control` field after
422
.. i18n: Control based on Orders
423
.. i18n: -----------------------
426
Control based on Orders
427
-----------------------
429
.. i18n: If you selected your invoicing control based on orders, OpenERP will automatically generate a
430
.. i18n: supplier invoice in the draft state when the order is confirmed. You can obtain a list of invoices
431
.. i18n: waiting using the menu :menuselection:`Accounting --> Suppliers --> Supplier Invoices` and enabling
432
.. i18n: the ``Draft`` filter.
435
If you selected your invoicing control based on orders, OpenERP will automatically generate a
436
supplier invoice in the draft state when the order is confirmed. You can obtain a list of invoices
437
waiting using the menu :menuselection:`Accounting --> Suppliers --> Supplier Invoices` and enabling
438
the ``Draft`` filter.
440
.. i18n: When you receive a paper invoice from your supplier, all you need to do is validate the invoice pre-
441
.. i18n: generated by the system. Do not forget to check the price and the quantities. When the invoice is
442
.. i18n: confirmed, the accounting entries represent the cost of purchase and are automatically entered into
446
When you receive a paper invoice from your supplier, all you need to do is validate the invoice pre-
447
generated by the system. Do not forget to check the price and the quantities. When the invoice is
448
confirmed, the accounting entries represent the cost of purchase and are automatically entered into
451
.. i18n: The supplier order is automatically set as ``Paid`` when you pay the supplier invoice.
454
The supplier order is automatically set as ``Paid`` when you pay the supplier invoice.
456
.. i18n: This method of controlling invoices is often used in service companies, because the invoiced amounts
457
.. i18n: correspond to the ordered amounts. In logistics, by contrast, you most often work with invoicing
458
.. i18n: controlled by goods receipt.
461
This method of controlling invoices is often used in service companies, because the invoiced amounts
462
correspond to the ordered amounts. In logistics, by contrast, you most often work with invoicing
463
controlled by goods receipt.
465
.. i18n: Control based on Goods Receipt
466
.. i18n: ------------------------------
469
Control based on Goods Receipt
470
------------------------------
472
.. i18n: To control your supplier invoices based on goods receipt, set the field :guilabel:`Invoicing
473
.. i18n: Control` on the second tab of the order to :guilabel:`From Picking`.
476
To control your supplier invoices based on goods receipt, set the field :guilabel:`Invoicing
477
Control` on the second tab of the order to :guilabel:`From Picking`.
479
.. i18n: In this case, no invoice, draft state or any other, is generated by the order. On the goods receipt
480
.. i18n: note, the field :guilabel:`Invoice Control` is set to :guilabel:`To Be Invoiced`.
483
In this case, no invoice, draft state or any other, is generated by the order. On the goods receipt
484
note, the field :guilabel:`Invoice Control` is set to :guilabel:`To Be Invoiced`.
486
.. i18n: The storesperson can then receive different orders. If he wants to generate the draft invoice for a
487
.. i18n: goods receipt, he can click the action :guilabel:`Create Invoice`. OpenERP then asks you for the
488
.. i18n: journal for this invoice. It then opens that or the generated invoices (in the case of creating
489
.. i18n: invoices for several receipts at one time) which enables you to modify it before confirming it.
492
The storesperson can then receive different orders. If he wants to generate the draft invoice for a
493
goods receipt, he can click the action :guilabel:`Create Invoice`. OpenERP then asks you for the
494
journal for this invoice. It then opens that or the generated invoices (in the case of creating
495
invoices for several receipts at one time) which enables you to modify it before confirming it.
497
.. i18n: This approach is useful when you receive the invoice at the same time as the item from the supplier.
498
.. i18n: Usually, invoices are sent by post some days later. In this case, the storesperson leaves the item
499
.. i18n: unchanged without generating an invoice. Then, once per day or once per week the accountant will
500
.. i18n: create the draft invoices based on all the receipts for the day. To do that, he uses the menu
501
.. i18n: :menuselection:`Purchases --> Invoice Control --> Purchase Lines Not Invoiced`.
502
.. i18n: He clicks the action :guilabel:`Create invoices` to generate all draft invoices from
503
.. i18n: the list of receipts that have not yet been invoiced.
506
This approach is useful when you receive the invoice at the same time as the item from the supplier.
507
Usually, invoices are sent by post some days later. In this case, the storesperson leaves the item
508
unchanged without generating an invoice. Then, once per day or once per week the accountant will
509
create the draft invoices based on all the receipts for the day. To do that, he uses the menu
510
:menuselection:`Purchases --> Invoice Control --> Purchase Lines Not Invoiced`.
511
He clicks the action :guilabel:`Create invoices` to generate all draft invoices from
512
the list of receipts that have not yet been invoiced.
515
.. i18n: single: accountant
521
.. i18n: At that point, the accountant can decide if he wants to generate an invoice per item or group all items
522
.. i18n: for the same partner into the same invoice.
525
At that point, the accountant can decide if he wants to generate an invoice per item or group all items
526
for the same partner into the same invoice.
528
.. i18n: Invoices are then handled just like those controlled from ``On Order``. Once the invoice arrives at
529
.. i18n: the accounting service, he just compares it with the invoices waiting to control what the supplier
530
.. i18n: invoices you.
533
Invoices are then handled just like those controlled from ``On Order``. Once the invoice arrives at
534
the accounting service, he just compares it with the invoices waiting to control what the supplier
538
.. i18n: single: module; delivery
542
single: module; delivery
544
.. i18n: .. tip:: Delivery Charges
546
.. i18n: To manage delivery charges, install the module :mod:`delivery` using the :guilabel:`Reconfigure` wizard
547
.. i18n: and selecting :guilabel:`Delivery Costs` in :guilabel:`Sales Application Configuration` section.
548
.. i18n: This will automatically add delivery charges to the creation of the draft invoice as a function
549
.. i18n: of the products delivered or ordered.
552
.. tip:: Delivery Charges
554
To manage delivery charges, install the module :mod:`delivery` using the :guilabel:`Reconfigure` wizard
555
and selecting :guilabel:`Delivery Costs` in :guilabel:`Sales Application Configuration` section.
556
This will automatically add delivery charges to the creation of the draft invoice as a function
557
of the products delivered or ordered.
560
.. i18n: single: tender
561
.. i18n: single: purchase; tender
566
single: purchase; tender
576
.. i18n: single: module; purchase_tender
580
single: module; purchase_tender
582
.. i18n: To manage tenders, you should use the module :mod:`purchase_requisition`, installed via the
583
.. i18n: :guilabel:`Purchase Requisition` option in the :guilabel:`Reconfigure` wizard.
584
.. i18n: This lets you create several
585
.. i18n: supplier price requests for a single supply requirement. Once the module is installed, OpenERP adds
586
.. i18n: a new :menuselection:`Purchase Requisitions` menu in :menuselection:`Purchases --> Purchase Management`. You can then define the new tenders.
589
To manage tenders, you should use the module :mod:`purchase_requisition`, installed via the
590
:guilabel:`Purchase Requisition` option in the :guilabel:`Reconfigure` wizard.
591
This lets you create several
592
supplier price requests for a single supply requirement. Once the module is installed, OpenERP adds
593
a new :menuselection:`Purchase Requisitions` menu in :menuselection:`Purchases --> Purchase Management`. You can then define the new tenders.
595
.. i18n: .. figure:: images/purchase_tender.png
597
.. i18n: :align: center
599
.. i18n: *Defining a Tender*
602
.. figure:: images/purchase_tender.png
608
.. i18n: To enter data for a new tender, use the menu :menuselection:`Purchases --> Purchase Management -->
609
.. i18n: Purchase Requisitions` and select :guilabel:`New`. OpenERP then opens a new blank tender form. The reference number
610
.. i18n: is set by default and you can enter information about your tender in the other fields.
613
To enter data for a new tender, use the menu :menuselection:`Purchases --> Purchase Management -->
614
Purchase Requisitions` and select :guilabel:`New`. OpenERP then opens a new blank tender form. The reference number
615
is set by default and you can enter information about your tender in the other fields.
617
.. i18n: If you want to enter a supplier's response to your tender request, add a new
618
.. i18n: draft purchase order into the list on the :guilabel:`Quotation` tab of your tender document.
619
.. i18n: If you want to revise a supplier price in response to negotiations, edit any
620
.. i18n: appropriate purchase order that you have left in the draft state and link that to the tender.
623
If you want to enter a supplier's response to your tender request, add a new
624
draft purchase order into the list on the :guilabel:`Quotation` tab of your tender document.
625
If you want to revise a supplier price in response to negotiations, edit any
626
appropriate purchase order that you have left in the draft state and link that to the tender.
628
.. i18n: When one of the orders about a tender is confirmed, all of the other orders are automatically
629
.. i18n: cancelled by OpenERP if you selected the Purchase Requisition (exclusive) type. That enables you to accept just one order for a particular tender. If you select Multiple requisitions, you can approve several purchase orders without cancelling other orders from this tender.
632
When one of the orders about a tender is confirmed, all of the other orders are automatically
633
cancelled by OpenERP if you selected the Purchase Requisition (exclusive) type. That enables you to accept just one order for a particular tender. If you select Multiple requisitions, you can approve several purchase orders without cancelling other orders from this tender.
635
.. i18n: Price Revisions
636
.. i18n: ---------------
642
.. i18n: OpenERP supports several methods of calculating and automatically updating product costs:
645
OpenERP supports several methods of calculating and automatically updating product costs:
647
.. i18n: * Standard Price: manually fixed, and
649
.. i18n: * Standard Price: revalued automatically and periodically,
651
.. i18n: * Average Price: updated at each receipt to the warehouse.
654
* Standard Price: manually fixed, and
656
* Standard Price: revalued automatically and periodically,
658
* Average Price: updated at each receipt to the warehouse.
660
.. i18n: This cost is used to value your stock and represents your product costs. Included in that cost is
661
.. i18n: everything directly related to the received cost. You could include such elements as:
664
This cost is used to value your stock and represents your product costs. Included in that cost is
665
everything directly related to the received cost. You could include such elements as:
667
.. i18n: * supplier price,
669
.. i18n: * delivery charges,
671
.. i18n: * manufacturing costs,
673
.. i18n: * storage charges.
680
* manufacturing costs,
684
.. i18n: Standard Price
685
.. i18n: ^^^^^^^^^^^^^^
691
.. i18n: The mode of price management for the product is shown in the tab :guilabel:`Information` on the product form.
692
.. i18n: On each individual product, you can select if you want to work in ``Standard Price`` or on weighted ``Average Price``.
695
The mode of price management for the product is shown in the tab :guilabel:`Information` on the product form.
696
On each individual product, you can select if you want to work in ``Standard Price`` or on weighted ``Average Price``.
698
.. i18n: .. tip:: Simplified Interface
700
.. i18n: If you work in the ``Simplified`` interface mode you will not see the field that lets you
701
.. i18n: manage the price calculation mode for a product. In that case, the default value is ``Standard Price``.
704
.. tip:: Simplified Interface
706
If you work in the ``Simplified`` interface mode you will not see the field that lets you
707
manage the price calculation mode for a product. In that case, the default value is ``Standard Price``.
709
.. i18n: The ``Standard Price`` setting means that the product cost is fixed manually for each product in the field
710
.. i18n: :guilabel:`Cost Price`. This is usually revalued once a year based on the average of purchase costs
711
.. i18n: or manufacturing costs.
714
The ``Standard Price`` setting means that the product cost is fixed manually for each product in the field
715
:guilabel:`Cost Price`. This is usually revalued once a year based on the average of purchase costs
716
or manufacturing costs.
718
.. i18n: You usually use standard costs to manage products where the price hardly changes over the course of
719
.. i18n: the year. For example, the standard cost could be used to manage books, or the cost of bread.
722
You usually use standard costs to manage products where the price hardly changes over the course of
723
the year. For example, the standard cost could be used to manage books, or the cost of bread.
725
.. i18n: Those costs that can be fixed for the whole year bring certain advantages:
728
Those costs that can be fixed for the whole year bring certain advantages:
730
.. i18n: * you can base the sale price on the product cost and then work with margins rather than
731
.. i18n: a fixed price per product,
733
.. i18n: * accounting is simplified because there is a direct relationship between the value of stock and the
734
.. i18n: number of items received.
737
* you can base the sale price on the product cost and then work with margins rather than
738
a fixed price per product,
740
* accounting is simplified because there is a direct relationship between the value of stock and the
741
number of items received.
744
.. i18n: single: module; product_extended
748
single: module; product_extended
750
.. i18n: To get an automated periodic revaluation of the standard price you can use the action :guilabel:`Update`
751
.. i18n: on the product form, enabling you to update prices of all the selected products.
752
.. i18n: OpenERP then recalculates the price of the products as a function of the cost of raw materials and the
753
.. i18n: manufacturing operations given in the routing.
756
To get an automated periodic revaluation of the standard price you can use the action :guilabel:`Update`
757
on the product form, enabling you to update prices of all the selected products.
758
OpenERP then recalculates the price of the products as a function of the cost of raw materials and the
759
manufacturing operations given in the routing.
761
.. i18n: Average Price
762
.. i18n: ^^^^^^^^^^^^^
768
.. i18n: Working with standard prices does not lend itself well to the management of the cost price of products
769
.. i18n: when the prices change a lot with the state of the market. This is the case for many commodities and
773
Working with standard prices does not lend itself well to the management of the cost price of products
774
when the prices change a lot with the state of the market. This is the case for many commodities and
777
.. i18n: In this case, you would want OpenERP to automatically set the price in response to each goods receipt movement
778
.. i18n: into the warehouse. The deliveries (exit from stock) have no impact on the product price.
781
In this case, you would want OpenERP to automatically set the price in response to each goods receipt movement
782
into the warehouse. The deliveries (exit from stock) have no impact on the product price.
784
.. i18n: .. tip:: Calculating the Price
786
.. i18n: At each goods receipt, the product price is recalculated using the following accounting formula:
787
.. i18n: NP = (OP * QS + PP * QR) / (QS + QR), where the following notation is used:
789
.. i18n: * NP: New Price,
791
.. i18n: * OP: Old Price,
793
.. i18n: * QS: Quantity actually in Stock,
795
.. i18n: * PP: Price Paid for the quantity received,
797
.. i18n: * QR: Quantity Received.
800
.. tip:: Calculating the Price
802
At each goods receipt, the product price is recalculated using the following accounting formula:
803
NP = (OP * QS + PP * QR) / (QS + QR), where the following notation is used:
809
* QS: Quantity actually in Stock,
811
* PP: Price Paid for the quantity received,
813
* QR: Quantity Received.
815
.. i18n: If the products are managed as a weighted average, OpenERP will open a
816
.. i18n: window that lets you specify the price of the product received at each goods receipt.
817
.. i18n: The purchase price is, by default,
818
.. i18n: set from the purchase order, but you can change the price to add the cost of
819
.. i18n: delivery to the various received products, for example.
822
If the products are managed as a weighted average, OpenERP will open a
823
window that lets you specify the price of the product received at each goods receipt.
824
The purchase price is, by default,
825
set from the purchase order, but you can change the price to add the cost of
826
delivery to the various received products, for example.
828
.. i18n: .. figure:: images/purchase_pmp.png
830
.. i18n: :align: center
832
.. i18n: *Goods Receipt of Products managed in Weighted Average*
835
.. figure:: images/purchase_pmp.png
839
*Goods Receipt of Products managed in Weighted Average*
841
.. i18n: Once the receipt has been confirmed, the price is automatically recalculated and entered on the
842
.. i18n: product form.
845
Once the receipt has been confirmed, the price is automatically recalculated and entered on the
848
.. i18n: .. Copyright © Open Object Press. All rights reserved.
851
.. Copyright © Open Object Press. All rights reserved.
853
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
854
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
857
.. You may take electronic copy of this publication and distribute it if you don't
858
.. change the content. You can also print a copy to be read by yourself only.
860
.. i18n: .. We have contracts with different publishers in different countries to sell and
861
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
862
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
863
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
864
.. i18n: .. rights of these sales.
867
.. We have contracts with different publishers in different countries to sell and
868
.. distribute paper or electronic based versions of this book (translated or not)
869
.. in bookstores. This helps to distribute and promote the OpenERP product. It
870
.. also helps us to create incentives to pay contributors and authors using author
871
.. rights of these sales.
873
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
874
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
875
.. i18n: .. written authorisation for this.
878
.. Due to this, grants to translate, modify or sell this book are strictly
879
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
880
.. written authorisation for this.
882
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
883
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
884
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
885
.. i18n: .. printed in initial capitals.
888
.. Many of the designations used by manufacturers and suppliers to distinguish their
889
.. products are claimed as trademarks. Where those designations appear in this book,
890
.. and Open Object Press was aware of a trademark claim, the designations have been
891
.. printed in initial capitals.
893
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
894
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
895
.. i18n: .. resulting from the use of the information contained herein.
898
.. While every precaution has been taken in the preparation of this book, the publisher
899
.. and the authors assume no responsibility for errors or omissions, or for damages
900
.. resulting from the use of the information contained herein.
902
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
905
.. Published by Open Object Press, Grand Rosière, Belgium
added
removed
i18n/zh_CN/source/book/6/6_17_Purchases/6_17_Purchases_workflow.rst
