On 18/04/13 16:46 +0200, Axel Braun wrote: > Hello, > > I'm currently testing a business scenario for use of tryton in a trading > company. Some question where I appreciate your help: > > - 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.
> - 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.
> - when adding a party associated with sales, how can I add a contact person?
For now, the module party_relationship was not yet writen.
> - where are bank data for companies / parties maintained
None.
> - tryton offers the possibility to send a .odt document by mail to a party.
> How can i send a PDF?
If you setup unoconv, trytond will be able to convert odt into pdf.
> 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.
> - Is there any integration with a telephone system possible (e.g. click on a
> contact's phone number to call him)? e.g. via skype or an external telephone
> system? Has someone already build this?
Yes if you configure the OS to manage "callto:" or "sip:" URI schema.
> - 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.
> - Similar problem on the quotation for sales - is it possible to create a
> quotation for sales with just a reference, means without customer in it?
> (This
> will be added of course before it is sent out!)
Not in the base.
> - How can I create an inquiry to a supplier based on the just created
> quotation for sales?
Manually
> Can I copy one inquiry from another (to ask same product
> with a different supplier)?
Duplicate purchase.
> - 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.
> - 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.
> Adding a second sales line for the copper price is a potential solution, but
> might cause problems in case of multiple sales lines with copper component....
>
> - how can I see the document flow (quotation 2411 resulted in sales order
> 333,
> invoice 231, with associated account records (postings) 33344455). Plus link
> to associated supplier inquiry, if possible
Follow relate on sale.
> - how can I create customer hierarchies (e.g. customer A belongs to group C,
> customer D is a subdivision of A)? Is there a reporting possibility on this
> (see sales on group and company level, for example).
Idem about party relationship.
> - 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.
> - 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.
> - in order to avoid misunderstanding in dates in international communication,
> can the month in tryton always be displayed as JAN, FEB, MAR, etc? (european
> notation is usually 01.02.2013, 01 FEB 2013, while 01.02.2013 is for a US-
> customer JAN 02, 2013)
Perhaps by changing the date format but it needs to be tested.
> - how is the lock mechanism work (to prevent that one record is changed from
> User B while user A is working on it). Can user B at least open a record in
> view mode then?
https://en.wikipedia.org/wiki/Optimistic_concurrency_control
--
Cédric Krier
B2CK SPRL
Rue de Rotterdam, 4
4000 Liège
Belgium
Tel: +32 472 54 46 59
Email/Jabber: cedric.kr...@b2ck.com
Website: http://www.b2ck.com/
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