Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Convert sales order into purchase order #24610

Open
Robert-Ver opened this issue Apr 26, 2023 · 18 comments
Open

Convert sales order into purchase order #24610

Robert-Ver opened this issue Apr 26, 2023 · 18 comments
Labels
Feature request This is a feature request

Comments

@Robert-Ver
Copy link

Feature Request

Hi,
It would be a great advantage if a sales order could be converted into a purchase order from the relevant sales order.
This saves a lot of time and prevents errors when entering.

Use case

The sales order is copied to a purchase order template. If desired, products can still be added or removed here.

Suggested implementation

Add a button to the approved sales order for conversion.

Suggested steps

No response

@Robert-Ver Robert-Ver added the Feature request This is a feature request label Apr 26, 2023
@JonBendtsen
Copy link
Contributor

seems to already be implemented - except for the "preventing errors" :-D #28962

image

@ksar-ksar can this issue be closed?

@jman482002
Copy link

seems to already be implemented - except for the "preventing errors" :-D #28962

image

@ksar-ksar can this issue be closed?

@JonBendtsen I don't have that drop-down option on v19.02. How to enable?

@JonBendtsen
Copy link
Contributor

I don't have that drop-down option on v19.02. How to enable?

Which status is your order in? Have you enabled the vendor module?

@jman482002
Copy link

Yes Sales Order and Vendor Modules, both enabled. Only option for Validated Sales Order is to create shipment:
image

@jman482002
Copy link

Enabled Invoices module and got a drop-down. But no Purchase Order option:
image

@jman482002
Copy link

I don't have that drop-down option on v19.02. How to enable?

Which status is your order in? Have you enabled the vendor module?

Status is Validated

@JonBendtsen
Copy link
Contributor

Enabled Invoices module and got a drop-down. But no Purchase Order option:

Are your user authorized to create a purchase order?

@jman482002
Copy link

jman482002 commented Aug 8, 2024

Enabled Invoices module and got a drop-down. But no Purchase Order option:

Are your user authorized to create a purchase order?

Yes

@JonBendtsen I think I may have figured out the descrepancy. Are you in the Purchase Order screen when experiencing this drop-down?

If so, this is not according to the topic: Convert sales order into purchase order (from Sales Order)

@ksar-ksar I would suggest re-opening this topic bc it would be a seriously awesome improvement!

@ksar-ksar ksar-ksar reopened this Aug 8, 2024
@JonBendtsen
Copy link
Contributor

@JonBendtsen
Copy link
Contributor

Module list extracted using the API

["adherent","agenda","api","banque","barcode","blockedlog","bom","bookmark","categorie","clicktodial","commande","comptabilite","contrat","cron","dav","debugbar","don","ecm","emailcollector","eventorganization","expedition","expensereport","export","externalrss","externalsite","facture","fckeditor","ficheinter","fournisseur","geoipmaxmind","gravatar","holiday","hrm","import","incoterm","knowledgemanagement","ldap","loan","mailing","mailmanspip","margin","modulebuilder","mrp","multicurrency","notification","oauth","opensurvey","paymentbybanktransfer","paypal","prelevement","printing","product","productbatch","projet","propal","receiptprinter","reception","recruitment","resource","salaries","service","socialnetworks","societe","stock","stripe","supplier_proposal","syslog","takepos","tax","ticket","user","variants","webhook","website","workflow","workstation"]

@JonBendtsen
Copy link
Contributor

FYI: my demo dolibarr is still running 19.0.1 so my pictures is from there

@sonikf
Copy link
Contributor

sonikf commented Aug 9, 2024

Hi @jman482002
19.0.2 working instance here, works as expected!
Sorry not a bug!
Have you checked your permissions?

@jman482002
Copy link

Hello @sonikf
Are you running a docker image as well?

@sonikf
Copy link
Contributor

sonikf commented Aug 9, 2024

No!
My main instance is in a shared host and my secondary( for testing purposes) is a local ubuntu installation.

@sonikf
Copy link
Contributor

sonikf commented Aug 9, 2024

Just tested in 20.0.0, also works as expected

@jman482002
Copy link

There must be an explanation out there for how to enable this feature. Anyone?

@jman482002
Copy link

jman482002 commented Aug 9, 2024

Finally figured it out!
For the record, the Sales Order must have at least one line of service!?!?
This helped:
#29782

What a bizarre choice! (I'll call it a bug bc it makes no sense to me.)

I sell mostly products (physical items). This is why it did not work for me. In order to get it to work, I had to add a mock service item:
image

I looks like this might have been fixed since my version v19.02. Can anyone confirm these findings?

Thanks to everyone.

@sonikf
Copy link
Contributor

sonikf commented Aug 10, 2024

Hi @jman482002
You are right, I always have shipping expenses!
I have submitted a pr to backport this to 19
#30597
Please close this.

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
Feature request This is a feature request
Projects
None yet
Development

No branches or pull requests

5 participants