On 11 Jul 10:35, Albert Cervera i Areny wrote: > It's been commented in the past the fact that it would make sense to > add a workflow to parties so that a certain state is required in order > to confirm or process a sale order, a purchase, invoices, etc. > Probably the sales department should be able to create new parties but > we must be sure we have the VAT, a credit limit assigned and other > information before we can accept a sale order, for example. > > To implement that we need several workflows. At least one for customer > and one for supplier. And this brings me to think that maybe what we > need is a Customer model and a Supplier model, the same way we have an > Employee model linked to the Party. This would mean that > customer/supplier payment_term, account information, etc would be > moved into those new models which I think makes a lot of sense. > > Any thoughts on this?
I think it is wrong. Parties are referential data and so they should not have a workflow. Also I think it is bad UX if for some reason a salesmen could not find a party when trying to do a sale because it is the best way to start to have duplicate entries. For me, the application must be configured to provide by default the less restrictive configuration for party regarding taxes, accounting etc. Which means it should set by default the party as if you do not know anything about it. For example, for VAT it should provide the worst case (full rate) because you will have no trouble (with the administration) to invoice someone on full rate even if he could have a reduced rate. After that, you can of course add check on the validation of the sale, to ensure the configuration of the party is right. For example, you could add a flag on the accounting party to be checked by accountant once they verify the accounting property etc. But one thing we are missing is the good default access right on fields of the referential data (party, product etc.) because they contain data from many part of the application (accounting, sale, purchase etc.) -- Cédric Krier - B2CK SPRL Email/Jabber: cedric.kr...@b2ck.com Tel: +32 472 54 46 59 Website: http://www.b2ck.com/
pgpk4Cu6e5Lpm.pgp
Description: PGP signature
