2
.. i18n: All the elements of a complete workflow
3
.. i18n: =======================================
6
All the elements of a complete workflow
7
=======================================
9
.. i18n: The supplier order is the document that lets you manage price negotiations, control
10
.. i18n: supplier invoices, handle goods receipts and synchronize all of these documents.
13
The supplier order is the document that lets you manage price negotiations, control
14
supplier invoices, handle goods receipts and synchronize all of these documents.
16
.. i18n: Start by looking at the following order workflow:
19
Start by looking at the following order workflow:
21
.. i18n: #. Price request to the supplier,
23
.. i18n: #. Confirmation of purchase,
25
.. i18n: #. Receipt and control of products,
27
.. i18n: #. Control of invoicing.
30
#. Price request to the supplier,
32
#. Confirmation of purchase,
34
#. Receipt and control of products,
36
#. Control of invoicing.
38
.. i18n: Setting up your database
39
.. i18n: -------------------------
42
Setting up your database
43
-------------------------
45
.. i18n: To set a system up for these examples, create a new database with demonstration data in it, and
46
.. i18n: select the :guilabel:`Minimal Profile` when you log in as the *admin* user. You can enter your own
47
.. i18n: company details when asked, or just select the default of :guilabel:`Tiny SPRL` if you want.
50
To set a system up for these examples, create a new database with demonstration data in it, and
51
select the :guilabel:`Minimal Profile` when you log in as the *admin* user. You can enter your own
52
company details when asked, or just select the default of :guilabel:`Tiny SPRL` if you want.
55
.. i18n: single: module; purchase
59
single: module; purchase
61
.. i18n: Then install the :mod:`purchase` module, which installs several other modules as dependencies. Continue
62
.. i18n: the remainder of this chapter logged in as the admin user.
65
Then install the :mod:`purchase` module, which installs several other modules as dependencies. Continue
66
the remainder of this chapter logged in as the admin user.
68
.. i18n: Price request from the supplier
69
.. i18n: -------------------------------
72
Price request from the supplier
73
-------------------------------
75
.. i18n: To enter data for a new supplier price request, use the menu :menuselection:`Purchase Management -->
76
.. i18n: New Purchase Order`. OpenERP opens a blank purchase form that you use for requesting prices from a
77
.. i18n: supplier. This is shown in the figure :ref:`fig-pfrm`. If the price request came from an automatic procurement
78
.. i18n: created by OpenERP you'll find a reference to the document that
79
.. i18n: generated the request in the :guilabel:`Origin` field.
82
To enter data for a new supplier price request, use the menu :menuselection:`Purchase Management -->
83
New Purchase Order`. OpenERP opens a blank purchase form that you use for requesting prices from a
84
supplier. This is shown in the figure :ref:`fig-pfrm`. If the price request came from an automatic procurement
85
created by OpenERP you'll find a reference to the document that
86
generated the request in the :guilabel:`Origin` field.
88
.. i18n: .. _fig-pfrm:
90
.. i18n: .. figure:: images/purchase_form.png
92
.. i18n: :align: center
94
.. i18n: *Data entry for a supplier order*
99
.. figure:: images/purchase_form.png
103
*Data entry for a supplier order*
106
.. i18n: single: module; warning
110
single: module; warning
112
.. i18n: .. note:: Managing Alerts
114
.. i18n: If you install the :mod:`warning` module you will be able to define alerts that appear when the
115
.. i18n: purchaser enters a price request or order. You can set alerts on the product and on the supplier.
118
.. note:: Managing Alerts
120
If you install the :mod:`warning` module you will be able to define alerts that appear when the
121
purchaser enters a price request or order. You can set alerts on the product and on the supplier.
123
.. i18n: The internal reference, the date, and the warehouse that the products should be delivered to are
124
.. i18n: completed automatically by OpenERP but you can change these values if you need. Select a
125
.. i18n: supplier. Once a supplier has been selected, OpenERP automatically completes the contact
126
.. i18n: address for the supplier. The pricelist is also completed when you select the supplier. This should
127
.. i18n: bring in all of the conditions that you've negotiated with the supplier for a given period.
130
The internal reference, the date, and the warehouse that the products should be delivered to are
131
completed automatically by OpenERP but you can change these values if you need. Select a
132
supplier. Once a supplier has been selected, OpenERP automatically completes the contact
133
address for the supplier. The pricelist is also completed when you select the supplier. This should
134
bring in all of the conditions that you've negotiated with the supplier for a given period.
136
.. i18n: .. tip:: Supplier Selection
138
.. i18n: Searching for a supplier is limited to all of the partners in the system that have the :guilabel:`Supplier`
139
.. i18n: checkbox checked.
140
.. i18n: If you don't find your supplier it might be worth checking the whole list of all partners to make
141
.. i18n: sure that the supplier hasn't been partially entered into the system.
144
.. tip:: Supplier Selection
146
Searching for a supplier is limited to all of the partners in the system that have the :guilabel:`Supplier`
148
If you don't find your supplier it might be worth checking the whole list of all partners to make
149
sure that the supplier hasn't been partially entered into the system.
151
.. i18n: Once the main body of the purchase order has been completed you can enter the product lines.
154
Once the main body of the purchase order has been completed you can enter the product lines.
156
.. i18n: .. figure:: images/purchase_line_form.png
158
.. i18n: :align: center
160
.. i18n: *Order line on a supplier order*
163
.. figure:: images/purchase_line_form.png
167
*Order line on a supplier order*
169
.. i18n: When you've completed the product, OpenERP automatically completes the other fields on the form:
172
When you've completed the product, OpenERP automatically completes the other fields on the form:
174
.. i18n: * :guilabel:`Unit of Measure`, taken from the :guilabel:`Purchase UoM` field on the product form,
176
.. i18n: * The :guilabel:`Description` of the product in the supplier's language,
178
.. i18n: * :guilabel:`Scheduled date`, calculated from the order date and the lead time
180
.. i18n: * :guilabel:`Unit price`, provided by the supplier pricelist,
182
.. i18n: * :guilabel:`Taxes`, taken from the information on the product form and partner form,
183
.. i18n: depending on the rules seen in :ref:`Financial Analysis <ch-financial>`.
186
* :guilabel:`Unit of Measure`, taken from the :guilabel:`Purchase UoM` field on the product form,
188
* The :guilabel:`Description` of the product in the supplier's language,
190
* :guilabel:`Scheduled date`, calculated from the order date and the lead time
192
* :guilabel:`Unit price`, provided by the supplier pricelist,
194
* :guilabel:`Taxes`, taken from the information on the product form and partner form,
195
depending on the rules seen in :ref:`Financial Analysis <ch-financial>`.
197
.. i18n: .. tip:: Product wording and code
199
.. i18n: When you enter supplier names on the product form, you can set a name and a product code for each
200
.. i18n: individual supplier.
201
.. i18n: If you do that, OpenERP will then use those details in place of your own internal product names
202
.. i18n: for that selected supplier.
205
.. tip:: Product wording and code
207
When you enter supplier names on the product form, you can set a name and a product code for each
209
If you do that, OpenERP will then use those details in place of your own internal product names
210
for that selected supplier.
212
.. i18n: If you work with management by case you can also set the analytic account that should be used to
213
.. i18n: report all the purchase costs. The costs will then be reported at the receipt of the supplier
217
If you work with management by case you can also set the analytic account that should be used to
218
report all the purchase costs. The costs will then be reported at the receipt of the supplier
222
.. i18n: single: module; purchase_analytic_analysis
226
single: module; purchase_analytic_analysis
228
.. i18n: .. tip:: Management by case
230
.. i18n: Analytic accounts can be very useful for all companies that manage costs by case, by site, by
231
.. i18n: project or by folder.
232
.. i18n: To work with several analytic axes you should install the module :mod:`purchase_analytic_plans`.
235
.. tip:: Management by case
237
Analytic accounts can be very useful for all companies that manage costs by case, by site, by
238
project or by folder.
239
To work with several analytic axes you should install the module :mod:`purchase_analytic_plans`.
242
.. i18n: single: module; account_analytic_default
243
.. i18n: single: module; purchase_analytic_plans
247
single: module; account_analytic_default
248
single: module; purchase_analytic_plans
250
.. i18n: For that the analytic account is automatically selected as a function of the partner, the date, the
251
.. i18n: products or the user, you can install the module :mod:`account_analytic_default` (which is installed
252
.. i18n: automatically as a dependency of :mod:`purchase_analytic_plans`, since the latter depends on it).
255
For that the analytic account is automatically selected as a function of the partner, the date, the
256
products or the user, you can install the module :mod:`account_analytic_default` (which is installed
257
automatically as a dependency of :mod:`purchase_analytic_plans`, since the latter depends on it).
259
.. i18n: In the second tab of the product line you can enter a note that will be attached when the order
260
.. i18n: confirmation or price quotation is printed. This note can be predefined on the product form to
261
.. i18n: automatically appear on each order for that product. For example you can put “Don't forget to send
262
.. i18n: by express delivery as specified in our contract reference 1234.”
265
In the second tab of the product line you can enter a note that will be attached when the order
266
confirmation or price quotation is printed. This note can be predefined on the product form to
267
automatically appear on each order for that product. For example you can put “Don't forget to send
268
by express delivery as specified in our contract reference 1234.”
270
.. i18n: Once the document has been completed, you can print it as a price estimate to send to
271
.. i18n: the supplier. You can set a note for the attention of the supplier in the form's third tab.
274
Once the document has been completed, you can print it as a price estimate to send to
275
the supplier. You can set a note for the attention of the supplier in the form's third tab.
277
.. i18n: .. figure:: images/purchase_quotation.png
279
.. i18n: :align: center
281
.. i18n: *Printing the supplier price quotation*
284
.. figure:: images/purchase_quotation.png
288
*Printing the supplier price quotation*
290
.. i18n: Then leave the document in the ``Draft`` state. When you receive a response from the supplier, use the menu
291
.. i18n: :menuselection:`Purchase Management --> Purchase Orders --> Requests for Quotation`. Select the
292
.. i18n: order and complete its details.
295
Then leave the document in the ``Draft`` state. When you receive a response from the supplier, use the menu
296
:menuselection:`Purchase Management --> Purchase Orders --> Requests for Quotation`. Select the
297
order and complete its details.
299
.. i18n: When you want to approve the order, use the button :guilabel:`Confirm Purchase Order`. The price
300
.. i18n: request then passes into the ``Confirmed`` state.
301
.. i18n: No further changes are possible. To approve it for purchase click the button :guilabel:`Approved by
305
When you want to approve the order, use the button :guilabel:`Confirm Purchase Order`. The price
306
request then passes into the ``Confirmed`` state.
307
No further changes are possible. To approve it for purchase click the button :guilabel:`Approved by
310
.. i18n: .. tip:: Approval Receipt
312
.. i18n: You can confirm the order but not approve it straightaway.
313
.. i18n: Do this when you want to approve the order after you've received an order acknowledgement from the
315
.. i18n: This gives you an intermediate state for all orders waiting validation from the supplier using
316
.. i18n: the menu :menuselection:`Purchase Management --> Purchase Orders --> Purchase Orders Awaiting Approval`.
319
.. tip:: Approval Receipt
321
You can confirm the order but not approve it straightaway.
322
Do this when you want to approve the order after you've received an order acknowledgement from the
324
This gives you an intermediate state for all orders waiting validation from the supplier using
325
the menu :menuselection:`Purchase Management --> Purchase Orders --> Purchase Orders Awaiting Approval`.
327
.. i18n: .. figure:: images/purchase_process.png
329
.. i18n: :align: center
331
.. i18n: *Supplier order process*
334
.. figure:: images/purchase_process.png
338
*Supplier order process*
341
.. i18n: single: module; purchase_approve
345
single: module; purchase_approve
347
.. i18n: .. note:: Supplier Approval
349
.. i18n: If you want to automate the data entry stage at goods receipt, install the module
350
.. i18n: :mod:`purchase_approve`. This will automatically approve all the orders that have been confirmed.
353
.. note:: Supplier Approval
355
If you want to automate the data entry stage at goods receipt, install the module
356
:mod:`purchase_approve`. This will automatically approve all the orders that have been confirmed.
358
.. i18n: Goods receipt
359
.. i18n: -------------
365
.. i18n: Once the order has been approved, OpenERP automatically prepares the goods receipt order in the
366
.. i18n: draft state for you. To get a list of the products you're waiting for from your suppliers, use the
367
.. i18n: menu :menuselection:`Stock Management --> Incoming Products --> Packings to process`.
370
Once the order has been approved, OpenERP automatically prepares the goods receipt order in the
371
draft state for you. To get a list of the products you're waiting for from your suppliers, use the
372
menu :menuselection:`Stock Management --> Incoming Products --> Packings to process`.
374
.. i18n: .. tip:: Purchasing Services
376
.. i18n: If you buy services from your supplier, OpenERP doesn't generate a goods receipt note.
377
.. i18n: There's no service receipt equivalent to a goods receipt.
380
.. tip:: Purchasing Services
382
If you buy services from your supplier, OpenERP doesn't generate a goods receipt note.
383
There's no service receipt equivalent to a goods receipt.
385
.. i18n: Select the document that corresponds to the item that you're receiving. Usually the goods receipt
386
.. i18n: note is found by making a search on the order reference or the supplier name. You can then confirm
387
.. i18n: the receipt of the products.
390
Select the document that corresponds to the item that you're receiving. Usually the goods receipt
391
note is found by making a search on the order reference or the supplier name. You can then confirm
392
the receipt of the products.
394
.. i18n: As you saw in :ref:`ch-stocks`, if you receive only part of the order, OpenERP
395
.. i18n: manages the remainder of that order.
396
.. i18n: A second receipt note is then automatically created for the goods not received.
397
.. i18n: You can cancel it if you think that you will never receive the remaining products.
400
As you saw in :ref:`ch-stocks`, if you receive only part of the order, OpenERP
401
manages the remainder of that order.
402
A second receipt note is then automatically created for the goods not received.
403
You can cancel it if you think that you will never receive the remaining products.
405
.. i18n: After receiving the goods, OpenERP will show you which orders are open and the state of their
406
.. i18n: receipt and invoicing if you return to the list of orders.
409
After receiving the goods, OpenERP will show you which orders are open and the state of their
410
receipt and invoicing if you return to the list of orders.
412
.. i18n: .. figure:: images/purchase_list.png
414
.. i18n: :align: center
416
.. i18n: *List of open orders, and their receipt and invoice status*
419
.. figure:: images/purchase_list.png
423
*List of open orders, and their receipt and invoice status*
425
.. i18n: Control of invoicing
426
.. i18n: --------------------
432
.. i18n: To control supplier invoicing, OpenERP provides three systems as standard, which can differ order
436
To control supplier invoicing, OpenERP provides three systems as standard, which can differ order
439
.. i18n: * Invoicing based on quantities ordered,
441
.. i18n: * Invoicing based on quantities received,
443
.. i18n: * Manual Invoicing.
446
* Invoicing based on quantities ordered,
448
* Invoicing based on quantities received,
452
.. i18n: The mode of invoicing control is set in the second tab of the purchase order in the field
453
.. i18n: :guilabel:`Invoicing Control`.
456
The mode of invoicing control is set in the second tab of the purchase order in the field
457
:guilabel:`Invoicing Control`.
459
.. i18n: .. figure:: images/purchase_form_tab2.png
461
.. i18n: :align: center
463
.. i18n: *Supplier order, invoice control*
466
.. figure:: images/purchase_form_tab2.png
470
*Supplier order, invoice control*
472
.. i18n: .. tip:: Default value
474
.. i18n: A company generally uses a single invoicing control method for all of its invoices.
475
.. i18n: So you're advised to go and set a default value in the :guilabel:`Invoicing Control` field after
476
.. i18n: installation.
479
.. tip:: Default value
481
A company generally uses a single invoicing control method for all of its invoices.
482
So you're advised to go and set a default value in the :guilabel:`Invoicing Control` field after
485
.. i18n: Control based on orders
486
.. i18n: -----------------------
489
Control based on orders
490
-----------------------
492
.. i18n: If you selected your invoicing control based on orders, OpenERP will automatically generate a
493
.. i18n: supplier invoice in the draft state when the order is confirmed. You can obtain a list of invoices
494
.. i18n: waiting using the menu :menuselection:`Financial Management --> Invoices --> Supplier Invoices -->
495
.. i18n: Draft Supplier Invoices`.
498
If you selected your invoicing control based on orders, OpenERP will automatically generate a
499
supplier invoice in the draft state when the order is confirmed. You can obtain a list of invoices
500
waiting using the menu :menuselection:`Financial Management --> Invoices --> Supplier Invoices -->
501
Draft Supplier Invoices`.
503
.. i18n: When you receive a paper invoice from your supplier, all you need to do is validate the invoice pre-
504
.. i18n: generated by the system. Don't forget to check the price and the quantities. When the invoice is
505
.. i18n: confirmed the accounting entries represent the cost of purchase and are automatically entered into
509
When you receive a paper invoice from your supplier, all you need to do is validate the invoice pre-
510
generated by the system. Don't forget to check the price and the quantities. When the invoice is
511
confirmed the accounting entries represent the cost of purchase and are automatically entered into
514
.. i18n: The supplier order is then automatically set as ``Paid`` when you pay the supplier
518
The supplier order is then automatically set as ``Paid`` when you pay the supplier
521
.. i18n: This method of controlling invoices is often used in service companies, because the invoiced amounts
522
.. i18n: correspond to the ordered amounts. In logistics by contrast you most often work with invoicing
523
.. i18n: controlled by goods receipt.
526
This method of controlling invoices is often used in service companies, because the invoiced amounts
527
correspond to the ordered amounts. In logistics by contrast you most often work with invoicing
528
controlled by goods receipt.
530
.. i18n: Control based on goods receipt
531
.. i18n: ------------------------------
534
Control based on goods receipt
535
------------------------------
537
.. i18n: To control your supplier invoices based on goods receipt, set the field :guilabel:`Invoicing
538
.. i18n: Control` on the second tab of the order to :guilabel:`From Picking`.
541
To control your supplier invoices based on goods receipt, set the field :guilabel:`Invoicing
542
Control` on the second tab of the order to :guilabel:`From Picking`.
544
.. i18n: In this case no invoice, draft state or any other, is generated by the order. On the goods receipt
545
.. i18n: note, the field :guilabel:`Invoicing Control` is set to :guilabel:`To be Invoiced`.
548
In this case no invoice, draft state or any other, is generated by the order. On the goods receipt
549
note, the field :guilabel:`Invoicing Control` is set to :guilabel:`To be Invoiced`.
551
.. i18n: The storesperson can then receive different orders. If he wants to generate the draft invoice for a
552
.. i18n: goods receipt, he can click the action :guilabel:`Create Invoice`. OpenERP asks you then for the
553
.. i18n: journal for this invoice. It then opens that or the generated invoices (in the case of creating
554
.. i18n: invoices for several receipts at one time) which enables you to modify it before confirming it.
557
The storesperson can then receive different orders. If he wants to generate the draft invoice for a
558
goods receipt, he can click the action :guilabel:`Create Invoice`. OpenERP asks you then for the
559
journal for this invoice. It then opens that or the generated invoices (in the case of creating
560
invoices for several receipts at one time) which enables you to modify it before confirming it.
562
.. i18n: This approach is useful when you receive the invoice at the same time as the item from the supplier.
563
.. i18n: Usually invoices are sent by post some days later. In this case, the storesperson leaves the item
564
.. i18n: unchanged without generating an invoice. Then once per day or once per week the accountant will
565
.. i18n: create the draft invoices based on all the receipts for the day. To do that he uses the menu
566
.. i18n: :menuselection:`Stock Management --> Incoming Products --> Generate Draft Invoices on Receptions`.
567
.. i18n: He clicks on the action to generate all draft invoices from
568
.. i18n: the list of receipts that haven't yet been invoiced.
571
This approach is useful when you receive the invoice at the same time as the item from the supplier.
572
Usually invoices are sent by post some days later. In this case, the storesperson leaves the item
573
unchanged without generating an invoice. Then once per day or once per week the accountant will
574
create the draft invoices based on all the receipts for the day. To do that he uses the menu
575
:menuselection:`Stock Management --> Incoming Products --> Generate Draft Invoices on Receptions`.
576
He clicks on the action to generate all draft invoices from
577
the list of receipts that haven't yet been invoiced.
580
.. i18n: single: accountant
586
.. i18n: At that point, the accountant can decide if he wants to generate an invoice per item or group all items
587
.. i18n: for the same partner into the same invoice.
590
At that point, the accountant can decide if he wants to generate an invoice per item or group all items
591
for the same partner into the same invoice.
593
.. i18n: Invoices are then handled just like those controlled from ``On Order`` . Once the invoice arrives at
594
.. i18n: the accounting service he just compares it with the invoices waiting to control what the supplier
595
.. i18n: invoices you.
598
Invoices are then handled just like those controlled from ``On Order`` . Once the invoice arrives at
599
the accounting service he just compares it with the invoices waiting to control what the supplier
603
.. i18n: single: module; purchase_delivery
607
single: module; purchase_delivery
609
.. i18n: .. tip:: Delivery Charges
611
.. i18n: To manage delivery charges, install the module :mod:`purchase_delivery` (which was in ``addons-extra`` at the time of writing).
612
.. i18n: This will automatically add delivery changes to the creation of the draft invoice as a function
613
.. i18n: of the products delivered or ordered.
616
.. tip:: Delivery Charges
618
To manage delivery charges, install the module :mod:`purchase_delivery` (which was in ``addons-extra`` at the time of writing).
619
This will automatically add delivery changes to the creation of the draft invoice as a function
620
of the products delivered or ordered.
623
.. i18n: single: tender
624
.. i18n: single: purchase; tender
629
single: purchase; tender
639
.. i18n: single: module; purchase_tender
643
single: module; purchase_tender
645
.. i18n: To manage tenders, you should use the module :mod:`purchase_tender` (which was in ``addons-extra`` at the time of writing).
646
.. i18n: This lets you create several
647
.. i18n: supplier price reqests for a single supply requirement. Once the module is installed, OpenERP adds
648
.. i18n: a new :menuselection:`Purchase Tenders` menu in :menuselection:`Purchase management`. You can then define the new tenders.
651
To manage tenders, you should use the module :mod:`purchase_tender` (which was in ``addons-extra`` at the time of writing).
652
This lets you create several
653
supplier price reqests for a single supply requirement. Once the module is installed, OpenERP adds
654
a new :menuselection:`Purchase Tenders` menu in :menuselection:`Purchase management`. You can then define the new tenders.
656
.. i18n: .. figure:: images/purchase_tender.png
658
.. i18n: :align: center
660
.. i18n: *Defining a tender*
663
.. figure:: images/purchase_tender.png
669
.. i18n: To enter data for a new tender, use the menu :menuselection:`Purchase Management --> Purchase
670
.. i18n: Tenders --> New Purchase Tenders`. OpenERP then opens a new blank tender form. The reference number
671
.. i18n: is set by default and you can enter information about your tender in the other fields.
674
To enter data for a new tender, use the menu :menuselection:`Purchase Management --> Purchase
675
Tenders --> New Purchase Tenders`. OpenERP then opens a new blank tender form. The reference number
676
is set by default and you can enter information about your tender in the other fields.
678
.. i18n: If you want to enter a supplier's response to your tender request, add a new
679
.. i18n: draft purchase order into the list on the :guilabel:`Quotation` tab of your tender document.
680
.. i18n: If you want to revise a supplier price in response to negotiations, edit any
681
.. i18n: appropriate Purchase Order that you've left
682
.. i18n: in the draft state and link that to the tender.
685
If you want to enter a supplier's response to your tender request, add a new
686
draft purchase order into the list on the :guilabel:`Quotation` tab of your tender document.
687
If you want to revise a supplier price in response to negotiations, edit any
688
appropriate Purchase Order that you've left
689
in the draft state and link that to the tender.
691
.. i18n: In the general list of purchase orders, OpenERP shows,
692
.. i18n: in the new second column :guilabel:`Purchase Tender`, if the order has a tender reference.
695
In the general list of purchase orders, OpenERP shows,
696
in the new second column :guilabel:`Purchase Tender`, if the order has a tender reference.
698
.. i18n: When one of the orders about a tender is confirmed, all of the other orders are automatically
699
.. i18n: cancelled by OpenERP. That enables you to accept just one order for a particular tender.
702
When one of the orders about a tender is confirmed, all of the other orders are automatically
703
cancelled by OpenERP. That enables you to accept just one order for a particular tender.
705
.. i18n: Price revisions
706
.. i18n: ---------------
712
.. i18n: OpenERP supports several methods of calculating and automatically updating product costs:
715
OpenERP supports several methods of calculating and automatically updating product costs:
717
.. i18n: * Standard price: manually fixed, and
719
.. i18n: * Standard price: revalued automatically and periodically,
721
.. i18n: * Weighted average: updated at each receipt to the warehouse.
724
* Standard price: manually fixed, and
726
* Standard price: revalued automatically and periodically,
728
* Weighted average: updated at each receipt to the warehouse.
730
.. i18n: This cost is used to value your stock and represents your product costs. Included in that cost is
731
.. i18n: everything directly related to the received cost. You could include such elements as:
734
This cost is used to value your stock and represents your product costs. Included in that cost is
735
everything directly related to the received cost. You could include such elements as:
737
.. i18n: * supplier price,
739
.. i18n: * delivery charges,
741
.. i18n: * manufacturing costs,
743
.. i18n: * storage charges.
750
* manufacturing costs,
754
.. i18n: Standard Price
755
.. i18n: --------------
761
.. i18n: The mode of price management for the product is shown in the third tab :guilabel:`Prices & Suppliers` on the product form.
762
.. i18n: On each individual product you can select if you want to work in ``Standard Price`` or on weighted ``Average Price``.
765
The mode of price management for the product is shown in the third tab :guilabel:`Prices & Suppliers` on the product form.
766
On each individual product you can select if you want to work in ``Standard Price`` or on weighted ``Average Price``.
768
.. i18n: .. tip:: Simplified view
770
.. i18n: If you work in the ``Simplified View`` mode you won't see the field that lets you
771
.. i18n: manage the price calculation mode for a product. In that case the default value is standard price.
774
.. tip:: Simplified view
776
If you work in the ``Simplified View`` mode you won't see the field that lets you
777
manage the price calculation mode for a product. In that case the default value is standard price.
779
.. i18n: The ``Standard Price`` setting means that the product cost is fixed manually for each product in the field
780
.. i18n: :guilabel:`Cost Price`. This is usually revalued once a year based on the average of purchase costs
781
.. i18n: or manufacturing costs.
784
The ``Standard Price`` setting means that the product cost is fixed manually for each product in the field
785
:guilabel:`Cost Price`. This is usually revalued once a year based on the average of purchase costs
786
or manufacturing costs.
788
.. i18n: You usually use standard costs to manage products where the price hardly changes over the course of
789
.. i18n: the year. For example the standard cost could be used to manage books, or the cost of bread.
792
You usually use standard costs to manage products where the price hardly changes over the course of
793
the year. For example the standard cost could be used to manage books, or the cost of bread.
795
.. i18n: Those costs that can be fixed for the whole year bring certain advantages:
798
Those costs that can be fixed for the whole year bring certain advantages:
800
.. i18n: * you can base the sale price on the product cost and then work with margins rather than
801
.. i18n: a fixed price per product,
803
.. i18n: * accounting is simplified because there's a direct relationship between the value of stock and the
804
.. i18n: number of items received.
807
* you can base the sale price on the product cost and then work with margins rather than
808
a fixed price per product,
810
* accounting is simplified because there's a direct relationship between the value of stock and the
811
number of items received.
814
.. i18n: single: module; product_extended
818
single: module; product_extended
820
.. i18n: To get and automated periodic revaluation of the standard price you can use the module :mod:`product_extended`
821
.. i18n: (from ``addons-extra`` at the time of writing).
822
.. i18n: This adds an action on the product form enabling you to set a date on all the selected products.
823
.. i18n: OpenERP then recalculates the price of the products as a function of the cost of raw materials and the
824
.. i18n: manufacturing operations given in the routing.
827
To get and automated periodic revaluation of the standard price you can use the module :mod:`product_extended`
828
(from ``addons-extra`` at the time of writing).
829
This adds an action on the product form enabling you to set a date on all the selected products.
830
OpenERP then recalculates the price of the products as a function of the cost of raw materials and the
831
manufacturing operations given in the routing.
833
.. i18n: Weighted average
834
.. i18n: ----------------
840
.. i18n: Working with Standard Prices does not lend itself well to the management of the cost price of products
841
.. i18n: when the prices change a lot with the state of the market. This is case for many commodities and
845
Working with Standard Prices does not lend itself well to the management of the cost price of products
846
when the prices change a lot with the state of the market. This is case for many commodities and
849
.. i18n: In this case you'd want OpenERP to automatically set the price in response to each goods receipt movement
850
.. i18n: into the warehouse. The deliveries (exit from stock) have no impact on the product price.
853
In this case you'd want OpenERP to automatically set the price in response to each goods receipt movement
854
into the warehouse. The deliveries (exit from stock) have no impact on the product price.
856
.. i18n: .. tip:: Calculating the price
858
.. i18n: At each goods receipt the product price is recalculated using the following accounting formula:
859
.. i18n: NP = (OP * QS + PP * QR) / (QS + QR), where the following notation is used:
861
.. i18n: * NP: New Price,
863
.. i18n: * OP: Old Price,
865
.. i18n: * QS: Quantity actually in stock,
867
.. i18n: * PP: Price Paid for the quantity received,
869
.. i18n: * QR: Quantity received.
872
.. tip:: Calculating the price
874
At each goods receipt the product price is recalculated using the following accounting formula:
875
NP = (OP * QS + PP * QR) / (QS + QR), where the following notation is used:
881
* QS: Quantity actually in stock,
883
* PP: Price Paid for the quantity received,
885
* QR: Quantity received.
887
.. i18n: If the products are managed as a weighted average, OpenERP will open a
888
.. i18n: window that lets you specify the price of the product received at each goods receipt.
889
.. i18n: The purchase price is by default
890
.. i18n: set from the purchase order, but you can change the price to add the cost of
891
.. i18n: delivery to the various received products, for example.
894
If the products are managed as a weighted average, OpenERP will open a
895
window that lets you specify the price of the product received at each goods receipt.
896
The purchase price is by default
897
set from the purchase order, but you can change the price to add the cost of
898
delivery to the various received products, for example.
900
.. i18n: .. figure:: images/purchase_pmp.png
902
.. i18n: :align: center
904
.. i18n: *Goods receipt of products managed in weighted average*
907
.. figure:: images/purchase_pmp.png
911
*Goods receipt of products managed in weighted average*
913
.. i18n: Once the receipt has been confirmed, the price is automatically recalculated and entered on the
914
.. i18n: product form.
917
Once the receipt has been confirmed, the price is automatically recalculated and entered on the
920
.. i18n: .. Copyright © Open Object Press. All rights reserved.
923
.. Copyright © Open Object Press. All rights reserved.
925
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
926
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
929
.. You may take electronic copy of this publication and distribute it if you don't
930
.. change the content. You can also print a copy to be read by yourself only.
932
.. i18n: .. We have contracts with different publishers in different countries to sell and
933
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
934
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
935
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
936
.. i18n: .. rights of these sales.
939
.. We have contracts with different publishers in different countries to sell and
940
.. distribute paper or electronic based versions of this book (translated or not)
941
.. in bookstores. This helps to distribute and promote the OpenERP product. It
942
.. also helps us to create incentives to pay contributors and authors using author
943
.. rights of these sales.
945
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
946
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
947
.. i18n: .. written authorisation for this.
950
.. Due to this, grants to translate, modify or sell this book are strictly
951
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
952
.. written authorisation for this.
954
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
955
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
956
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
957
.. i18n: .. printed in initial capitals.
960
.. Many of the designations used by manufacturers and suppliers to distinguish their
961
.. products are claimed as trademarks. Where those designations appear in this book,
962
.. and Open Object Press was aware of a trademark claim, the designations have been
963
.. printed in initial capitals.
965
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
966
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
967
.. i18n: .. resulting from the use of the information contained herein.
970
.. While every precaution has been taken in the preparation of this book, the publisher
971
.. and the authors assume no responsibility for errors or omissions, or for damages
972
.. resulting from the use of the information contained herein.
974
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
977
.. Published by Open Object Press, Grand Rosière, Belgium
added
removed
i18n/ru/source/book/6/6_17_Purchases/6_17_Purchases_workflow.rst
