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Jay-D

As you can notice, I'm pretty new here and already have a question. Can I edit workflow of my purchase module? 

I want to add extra step to control all inbound deliveries before they get to my warehouse. for example, I found 3 step delivery in inventory module, but couldn't find any difference for purchase before and after changes. Additionally, in my case it should be on purchase side. any thoughts on this?

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Jay-D
Forfatter

right now it's RFQ, RFQ sent and Purchase Order.

I need:
RFQ, RFQ sent, Purchase order, Inbound delivery, Received
or maybe
RFQ, RFQ sent, Inbound delivery, Purchase order, Received

doesn't matter that much

Dawid Gacek

In that case, I am not aware of any way for having this "Inbound delivery" Out of the Box. Custom modification (module) may be the solution, but maybe someone will answer with some other idea.

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Jay-D
Forfatter Bedste svar

inbound delivery, meaning interval step for: 

  • Registering the delivery in the yard
  • Adjusting the delivery quantity to the quantity posted in the goods receipt (in case of overdelivery or underdelivery.
  • Adjusting the delivery quantity and the transferred quantity
    In this case, the delivery quantity is adjusted to the quantity posted in the goods receipt. The quantity in the inbound delivery notification is also adjusted and a new inbound delivery is created.
  • Creating items
  • Deleting items


Essentially, we need our POs NOT visible in the inventory before we proceed order further to warehouse and to be PO at the same time, not RFQ. 

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Dawid Gacek
Bedste svar

Hello,

Let me clarify something regarding your question first:

[...] all inbound deliveries before they get to my warehouse [...]

What that means is, that when delivery is physically at your location, you want someone from purchase team to go there, to perform quality check, before delivery is unloaded, right? Or is the process different?

With the 3 step delivery, when delivery comes, you get receipt. When receipt is validated, you have to do the quality check (you'll see "1 to process" in Quality tab). The thing is, that this step is not in the purchase module, but in the Inventory module.

You might want to read more about Quality App: documentation.

Best Regards,
Dawid Gacek, Adapt IT

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