[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

Re: Can sales orders affect inventory?


Thanks for your response. I figured that there hadn't yet been any discussion on inventory handling but I had hoped that there might be a way for me to still accomplish what I need to do. Since I know it doesn't exist natively, I've been trying to think of other ways to get the information I need to accomplish what I want and you've given me a ray of hope in using a view. So, I have a couple of questions:

1) In LSMB, under what circumstances is the inventory table used? I've been playing with entering product and I've only gotten the software to use the inventory table once and I couldn't reproduce the situation that led to that happening.

2) I think that the parts.onhand column in the parts table indicates the received inventory. I'm thinking that I could create a view around the parts.onhand column, the orderitems.qty column and whether or not the oe.closed column is true to come up with a different way to view available inventory from the retail side. Basically, sum all of the of quantities of a particular part in the orderitems table and compare that to parts.onhand column to get the true available quantity according to the client's rules. Anything else I should be looking for or include in that view?

3) To check whether an entry into the oe table is a purchase order or a sales order, I'd need to check whether the vendor_id or the customer_id fields is populated, correct? Or is there a simpler or more preferred way to do this?

Thanks in advance for your assistance.


Chris Travers wrote:
Hi Charley,

I acouple things to note.  We haven't even gotten to addressing what
needs to change with regard to order and inventory handling yet.  I
suspect that when we do, we will have some sort of handling for parts
on order (what that will look like, I don't know yet).

Right now, things are not handled in a very granular way.  LedgerSMB
can't do what you need it to out of the box.  However, you could
relatively easily put together a view and a report.  You could even
add triggers to fail posting an order when the available parts get too

I guess the question is how much time, expense, and programming effort
it is worth to you an your customer.  If you want to do the
programming yourself, I am more than happy to provide high-level
technical guidance.  It would certainly help define usage requirements
as we get further into re-engineering the software.

Best Wishes,
Chris Travers

On 11/11/06, Charley Tiggs <..hidden..> wrote:
Which is the challenge.  Consider the following scenario:

Client has retail customers that call in orders or place orders via
their website.  They also have customers that are dealers who resell
their products who place orders ahead of time, which the client call
"wholesale" orders.  Sometimes, those wholesale orders are place several
months in advance but client is instructed to ship these orders at a
certain time.  The kicker is that some product can only be ordered one
time (due to the process and materials involved in creating the
product).  So, needless to say, a best guess forecast is made and the
item is ordered in sufficient quantities to cover the forecast of those
wholesale AND retail orders.

So, a wholesale customer places a their order in June and requests that
it ships to them in April of the following year.  Client orders
inventory in August.  The product is received in January.  Retail
customers can begin placing orders for the arrived product so there's a
need to retain the requested amount for the wholesale customer until the
requested ship date in April.  Is there no way to do this without
creating an invoice and prematurely marking it as shipped?  After all,
doing that in January means that the invoice will show as being in
arrears when the product hasn't yet left the warehouse.

Given the above, how can I protect the inventory already committed to
the wholesale customers, particularly on product that, once it is gone,
quantity can't be renewed?


Chris Travers wrote:

Items are deducted from the inventory when shipped.

On 11/11/06, Charley Tiggs <..hidden..> wrote:
Howdy gents!

The client I'm working with has a model where sale orders are placed but
payment is not necessarily verified at the time that the sale takes
place.  It could be as many as three days before payment is verified.
Once payment is verified, an invoice is created.

For the client, this means that inventory needs to be committed at the
time the sales order is created instead of waiting for the sales invoice
to affect inventory.  Is this possible?