Use Agreement Items in Quote

2016-07-11 Thread Montalbano Florian
Hi everyone, I would like to know if there is a way to create a quote using Agreement Item. Here what I want to do : A client has a price agreement with my company for the product 'Gizmo'. He asks me a Quote for 12 'Gizmo'. I create the Quote which uses the price agreement for 'Gizmo'. But I c

Re: Use Agreement Items in Quote

2016-07-12 Thread Rishi Solanki
Florian, Just wanted share my understanding with business. When a vendor come and share its quote with any company and company after discussion finalize some quotation and sign an agreement. After that whenever company needs that item it purchase as per the agreement price. Not sure why you need a

Re: Use Agreement Items in Quote

2016-07-12 Thread Pierre Smits
Rishi, Florian, all, It is fairly common in various sectors that companies have framework agreements with their suppliers (and thus the other way around also), that define not also the terms and conditions regarding the delivery of service and/or goods. But also define how process flows. So, a fr

Re: Use Agreement Items in Quote

2016-07-12 Thread Naveen Metta
Below is the process I have real time experience with; 1. Company A has agreement (preferred vendor agreement) including payment terms. Note: some companies in company B Position may request company A for credit application. 2. Any or selected employees of Company A can request goods or serv

Re: Use Agreement Items in Quote

2016-07-12 Thread Pierre Smits
Naveen, The short answer to your question, is 'yes, use OFBiz for either the processes of companyA or the processes of company B'. Your posting, albeit related to the generics of procurement and sale process, seems - based on the simple processes descriptions - more complex than can be assessed

Re: Use Agreement Items in Quote

2016-07-12 Thread Montalbano Florian
Thank you for your answers ! It is exactly as Pierre said. To my mind that it is an improvement but from what Rishi said, it may be a specific need. It could be nice if we could get a few more opinions about this subject. Should I open a Jira now to launch the improvement, start to think about

Re: Use Agreement Items in Quote

2016-07-12 Thread Pierre Smits
Florian, It is a good suggestion to wait and and see whether other contributors will provide their insights and concerns before creating a improvement issue in JIRA. As a suggestion, you could wait e.g. the standard minimum delay period of 72h before applying lazy consensus. And then work from th

Re: Use Agreement Items in Quote

2016-07-12 Thread Jacques Le Roux
I see no problems with the idea so creating a Jira fits for me Jacques Le 12/07/2016 à 18:14, Pierre Smits a écrit : Florian, It is a good suggestion to wait and and see whether other contributors will provide their insights and concerns before creating a improvement issue in JIRA. As a sugge

Re: Use Agreement Items in Quote

2016-07-13 Thread Montalbano Florian
I will wait for the lazy consensus and then launch the issue then. Thank you for sharing your experience on how to do thing for the community in the best way. Have a nice day, Florian Montalbano Le 13/07/2016 07:49, Jacques Le Roux a écrit : I see no problems with the idea so creating a Jira

Re: Use Agreement Items in Quote

2016-07-13 Thread Rishi Solanki
+1 for proceeding with this idea. We should log Jira and take it to next level from ticket. Rishi Solanki Manager, Enterprise Software Development HotWax Systems Pvt. Ltd. Direct: +91-9893287847 http://www.hotwaxsystems.com On Wed, Jul 13, 2016 at 2:26 PM, Montalbano Florian < florian.montalb...@