improve project overview: List of purchase orders related to the project

[leonbrehme]

Feature Request

It should also be possible to filter supplier orders by “invoiced” in the view.

At the moment you can set it so that canceled orders are not displayed, here it would be great if you can also hide invoiced documents. These then appear further down in the invoice.

That would be great for controlling tasks.

Use case

Controlling

Suggested implementation

Add button like this also for "invocied"

Suggested steps

No response

[JonBendtsen]

Do you mean on this Dolibarr url /projet/element.php?id=21 ?

With a suitable id rather than 21 which was just the project I am looking at.

If I scroll all the way down I think I see something that I think is what you are asking for?

[leonbrehme]

Hi @JonBendtsen

yes the url "/projet/element.php?id=XXX" is correct.

I am interested in the option to further filter the orders. At the moment, you can omit supplier orders that have been canceled.

My suggestion is that you should also hide supplier orders that have been invoiced, as these then also appear under supplier invoices and are therefore there twice.

Here is a list form one of your projects:

This list contains all orders. I can already omit the canceled ones.

The problem is that half of the orders have already been invoiced and therefore also appear under supplier invoices.

If you now want to know what has not yet been invoiced, you have to go to the “Purchasing and sales” module. I think it would be nice to be able to see directly in the project overview what invoices are still outstanding.

[JonBendtsen]

Thanks, with your explanation this makes good sense.

I think that perhaps it could be rather easy to make IF all the proposals, orders and invoices are linked together.

But what if they are not linked together? How would we detect that?

How would you handle returns?

JonB

[leonbrehme]

I think the easiest option is to set the condition to "llx_commande_fournisseur.billed is ture".

In the tabel "llx_commande_fournisseur" the column "billed" is set to "1", when the order is marked as invoiced and "0" when it's not.

From my perspective the linkage is not importend. The billed is true / false condition is precise enough.

What do you mean by "returns"?

[JonBendtsen]

Orders will be marked billed when invoiced, but proposals linked to that order will not be 😒 marked billed so they would still be shown

I think it would be a good idea to show:

• Proposals which are not Ordered and/or not billed.
• Orders which are not billed

With returns I mean invoiced products which are returned so you have to create a Credit Note. How would that show up?

[leonbrehme]

Okay... yeah the suppulier proposal is difficult. There is no field in the database. Maybe the best option is to go for the stauts? To keep it simple...

Since the user can switch the filters on and off himself anyway, I think the small inaccuracy is okay for now.

The summary of the projects should give you a overview of the project. It is not a workflow to controll the supplier proposals: Whether a supplier proposal has received a PO or not is not the task of the presentation unter "projet/element.php?id=XXX". So I think that is sufficient.

Returns:
As far as the credit note is displayed in the list of suppliers invoces (which it should), everythink is fine, isnt't it? If you buy 100 € of "prouct a" and you will see a balacne of 100 € in the list of suppliers invocied (when it'S inovced).

If you revice an credit note of -100 € the balnce should change to 0 €. As you can only recice a credit note of billed items theis logic should always work out.

[JonBendtsen]

Oh, I wasn't even thinking of supplier proposals, but regular proposals.

[leonbrehme]

I was only on the supplier side :D

If you would like add the logic to "own porpsoals", there is nothing wrong with that. I was just focused on the supplier orders and invocies.