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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