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When posting goods, reserve it in the process specified in the additional process product field

Good afternoon
There is such a question about the action Post the contents of the process to the warehouse (https://crm.ohrana.ua/admin/shop/workflowstatus/110/action/new/)
With us, an order to the supplier is created not from the customer’s order, but from the logistician’s task (1st level subprocess from the customer’s order) and when posting in the order to the supplier, the goods are automatically reserved in the Logist’s Task, where it is not needed. Is it possible to modify the setting in this action so that when posting the goods, the goods are reserved in the process, the id of which is specified in the additional field of the process product?
Original question is available on version: ru

Answers:

Good afternoon. And by what action does the product get into the sub-process of the 1st level? Perhaps the action affixes to the product of the process a link through which it will be easier to make a backup
15.11.2021, 16:58
Original comment available on version: ru


anonymous duck
OneBox production wrote:
Good afternoon. And by what action does the product get into the sub-process of the 1st level? Perhaps the action affixes to the product of the process a link through which it will be easier to make a backup

it's not easy here. From the customer order (level 1), tasks are created for the logistician level 2 (there may be several of them for the customer order), an order is created from it to the supplier and transfer (level 3). When posting the goods in the order, the supplier sometimes needs to reserve in the order (level 1), and sometimes in the transfer (also a 3rd level process, parallel to the logistician's task). That is, the goods arrive in the logistician's task and there we determine if the client has a different warehouse - we need to move it and then we reserve it in the transfer, if the client has the same warehouse - we reserve it in the client's order. That is why it seems to me that it would be easier to link them through the process id in the additional field of the process product
15.11.2021, 23:09
Original comment available on version: ru

Then yes, it will be more convenient just by the process id. It will take about 3 hours, it will be in the form of a setting where you will choose an additional field in which the order id is stored in which to try to reserve the product.
17.11.2021, 13:02
Original comment available on version: ru


anonymous duck
OneBox production wrote:
Then yes, it will be more convenient just by the process id. It will take about 3 hours, it will be in the form of a setting where you will choose an additional field in which the order id is stored in which to try to reserve the product.

thanks for the rating, it’s preliminary suitable, as soon as we get to the implementation of these settings we will put it into operation. I will write additionally
23.11.2021, 09:32
Original comment available on version: ru

Good morning. Please send an invoice
24.01.2022, 09:25
Original comment available on version: ru

There is a fix for improvement. If in the order, where we receive the goods, there is more or less than the quantity indicated in the process, where it is necessary to reserve - what will happen? It is necessary to reserve the maximum possible amount of goods. That is, if we arrive 10 pcs, and in the process where we reserve 20 pcs, 10 pcs should be in the reserve, and vice versa, if we arrive 10 pcs, and in the process where we reserve 5 pcs, 5 pcs should be reserved.
27.01.2022, 17:18
Original comment available on version: ru

We can make it try to reserve the quantity that is indicated in the process where you need to reserve. If the required quantity cannot be reserved, it will reserve as much as it has.
27.01.2022, 17:23
Original comment available on version: ru

excellent, I requested an invoice, we will receive it - we will pay
27.01.2022, 17:23
Original comment available on version: ru


Good afternoon. Added the setting "Select an additional field. If the process id is in the additional field, the process product will be reserved in it." Please try, is this what you need?
01.02.2022, 14:30
Original comment available on version: ru


Good afternoon.
on the process https://crm.ohrana.ua/admin/customorder/zakaz-postavshchiku/2807972/edit/ , button Test post, settings
But when clicked, the process just freezes, the buttons turn gray and that's it.
Order ID column is full
You can click the button, the process is a test, please check
04.02.2022, 12:05
Original comment available on version: ru


thanks, I'm checking
04.02.2022, 14:50
Original comment available on version: ru

thanks, so far everything is ok, today we will test and close it during the day
08.02.2022, 10:28
Original comment available on version: ru

great, thanks for the feedback
08.02.2022, 11:10
Original comment available on version: ru

Works great, close. Thanks
10.02.2022, 08:32
Original comment available on version: ru

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