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How To Use and Define Order Builders

How To showing how to use and define order builders before ERP5 revision r23647
  • Last Update:2016-02-11
  • Version:001
  • Language:en

Order Builders objects may be created in portal_orders tool. They provide ability to build new orders - purchase, production or sale orders (lets say you have spies at your clients facility and you know, if they consumed your products, register it in your ERP5 and viola - send them prepared sale orders ;) ).

Note: /!\ This howto applies to version before revision r23647. More information is on mailing list!

Table of Contents

Usage

Preparation

You'll need ERP5 site with installed Business Templates: erp5_base, erp5_trade and erp5_pdm.

Before we start we need to define few objects in site:

  • create Component in Components:
    • Title: Screwdriver, Min. Delay (Day): 1.0, Max. Delay (Day): 2.0, Min. Flow: 5000.0
    • Title: LCD, Min. Delay (Day): 5.0, Max. Delay (Day): 20.0, Min. Flow: 10.0
  • create Organisation in Organisations:
    • Title: Acme (it will be our Organisation)
    • Title: Acme Entry Warehouse (our warehouse, where we will accept goods)
    • Title: Acme Production Warehouse (our warehouse, to which we will move goods, for production)
    • Title: Supplier MacroHard (our supplier)
    • Title: Client MicroHard (our client)

Look at data

Currently there is no action providing Resource_viewInventory on Component portal type, so to see movements related to Component you have to type Resource_viewInventory after Component's id in URL.

Right now no movements shall be registered - listbox will be empty.

Change stock

Go to Inventories module and add new Inventory, configure it with those data:

  • Title: Inventory One
  • Inventory Date: 2007/10/25
  • Destination: Acme Production Warehouse

Add 2 Inventory Line to that inventory:

  • Resource: LCD, Inventory: -100.0
  • Resource: Screwdriver, Inventory: -25.0

Validate Inventory. That way stock of components is set to negative quantity on 2007/10/25.

Now check how stock of components look like - there will have some movement registered: LCD-after-ipl-inventory.png screwdriver-after-ipl-inventory.png

If you click on lines in this listbox system will explain you how those stock changes were created.

Simple Order Builder

As you can see we have negative stock on our components. Treat that as future forecast.

We have to buy those components - in normal scenario you would navigate to Purchase Orders module and there fill order with proper dates, to proper destination from proper suppliers. But this could be done using Order Builder - we only need to configure it.

So instead navigating to Purchase Orders module go into portal_orders tool and add new Order Builder object, fill its data with:

  • ID: example_order_builder
  • Title: Our first Order Builder
  • Delivery Module Before Building Script: example_order_builder_preBuild
  • Delivery After Generation Script: example_order_builder_postBuild
  • Delivery Module: Purchase Orders
  • Delivery Portal Type: Purchase Order
  • Delivery Line Portal Type: Purchase Order Line
  • Delivery Cell Portal Type: Purchase Order Cell
  • Delivery Collect Order Groups:
    • DateMovementGroup
    • PathMovementGroup
    • SectionPathMovementGroup
  • Delivery Line Collect Order Groups:
    • ResourceMovementGroup
    • BaseVariantMovementGroup
  • Delivery Cell Collect Order Groups:
    • VariantMovementGroup

(On Profile view):

  • Destination: Acme Entry Warehouse

(On Predicate view):

  • Resource Portal Type: Component

We need to create two scripts - one which will set created orders to auto_planned state and second one which will purge all orders created with this builder.

Put those scripts in custom portal skin: 

## Script (Python) "example_order_builder_postBuild"
##bind container=container
##bind context=context
##bind namespace=
##bind script=script
##bind subpath=traverse_subpath
##parameters=
##title=
##
context.portal_workflow.doActionFor(context,'auto_plan')

## Script (Python) "example_order_builder_preBuild"
##bind container=container
##bind context=context
##bind namespace=
##bind script=script
##bind subpath=traverse_subpath
##parameters=
##title=
##
search_kw = {
  'portal_type' : 'Purchase Order',
  'simulation_state' : 'auto_planned',
}
context.manage_delObjects(ids = [x.getId() for x in context.searchFolder(**search_kw)])

Invoking Order Builder

Now after example_order_builder type /build wait a while...and system will show you list of created orders.

Reference information

Resource information

max_delay

On resource level it is possible to define max_delay parameter. It will be used to calculate start date - the date, when goods would start their trip - on generated order. It will create time-frame for goods - so max_delay may be understand as maximum time, that shall pass for goods to be transfered from source to destination.

min_flow

min_flow parameter on resources is MOQ - Minimum Order Quantity. /!\ Right now its implementation on OrderBuilder is quite cryptic.

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