OS - configuring the action Create Process to Vendor
2021-10-12 09:10:12
There is a checkbox in the action settings: Create separate business processes for the supplier
And when this checkbox is checked, a separate purchase task is created for each product,
but it is necessary that only ONE be created and in it ALL products from the parent order.
If the checkbox is not checked, then the processes are not created AT ALL.
Here is a related topic https://crm-onebox.com/ru/support/business-processes/11262-os---ne-srabativaet-d...
with a tick: Create separate orders to the supplier for each customer order
doesn't help the situation
https://multiform.crm-onebox.com/4379/
Here is the task on which I tested different combinations of checkboxes in the settings for this action
here are the action settings
https://multiform.crm-onebox.com/admin/shop/workflowstatus/96/action/new/
these are the settings
Original question is available on version: ru
Вячеслав Легеза
And when this checkbox is checked, a separate purchase task is created for each product,
but it is necessary that only ONE be created and in it ALL products from the parent order.
If the checkbox is not checked, then the processes are not created AT ALL.
Here is a related topic https://crm-onebox.com/ru/support/business-processes/11262-os---ne-srabativaet-d...
with a tick: Create separate orders to the supplier for each customer order
doesn't help the situation
https://multiform.crm-onebox.com/4379/
Here is the task on which I tested different combinations of checkboxes in the settings for this action
here are the action settings
https://multiform.crm-onebox.com/admin/shop/workflowstatus/96/action/new/
these are the settings
Answers:
Check the boxes:
1. Create separate orders to the supplier for each customer order
2. Create a vendor order as a sub-order of the customer process.
With these two actions, an order to the supplier is created for all products to the parent order
1. Create separate orders to the supplier for each customer order
2. Create a vendor order as a sub-order of the customer process.
With these two actions, an order to the supplier is created for all products to the parent order
12.10.2021, 09:53
Інтегратор CRM+ERP. Компания Olmonic
Original comment available on version: ru
Morozova Olesya
Client
Olmonic wrote:
Check the boxes:
1. Create separate orders to the supplier for each customer order
2. Create a vendor order as a sub-order of the customer process.
With these two actions, an order to the supplier is created for all products to the parent order
Olesya, thank you
this combination of ticks worked
and here is a video, how I tested it and that everything is OK
Processes How the Sell business process works and how it relates to Purchasing from vendors
https://youtu.be/_4FzthoGk40
12.10.2021, 14:10
Вячеслав Легеза
Original comment available on version: ru
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