<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/wait_for_activities"> Wait for activities </span></td>\n
</tr>\n
<trstyle="opacity: 1;">\n
<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/login_as_functional_test_user">Login As Functional Test User</span></td>\n
</tr>\n
</tbody>\n
</table>\n
</test>\n
</details>\n
</section><section>\n
<h1>Agenda</h1>\n
<ul>\n
<li>What are trade conditions</li>\n
<li>How to create trade conditions</li>\n
<li>How and where to apply them</li>\n
</ul>\n
<detailsopen="open">\n
<p>This guide will teach you how to create Sale Trade Conditions in ERP5 Express, using ERP5 Express Trade. You will also learn how to apply a Trade Condition to a Sale Order. Note that Sale Trade Conditions and Purchase Trade Condition are strictly identical, which means that after reading this tutorial, you will be able to create both purchase and sale trade conditions.</p>\n
</details>\n
<test>\n
<tableclass="test"style="display: none;">\n
<tbody></tbody>\n
</table>\n
</test>\n
</section><sectionclass="screenshot">\n
<h1>What are Trade Conditions?</h1>\n
<imgsrc="http://www.erp5.com/user-Howto.Create.Trade.Conditions.Explanation?format=png"type="image/png"title="What are Trade Conditions?"alt="What are Trade Conditions?">\n
<detailsopen="open">\n
<p>Trade conditions, as you will notice in this tutorial look like sale or purchase orders documents. The idea is that trade conditions help you store some information that you use in a specific type of order. Once this information is stored, you can import it from the Trade Condition to the Sale or Purchase Order in order to save time. On a Trade Condition, you can set information about the payment mode, the currency, the tax behaviour, the discount behaviour, the delivery mode, the incoterm. This information will be stored only in those trade conditions, and imported whenever necessary to different sale/purchase orders, as many times as you need.</p>\n
</details>\n
<test>\n
<tableclass="test"style="display: none;">\n
<tbody></tbody>\n
</table>\n
</test>\n
</section><sectionclass="screenshot">\n
<h1>Create a Sale Trade Condition</h1>\n
<imgsrc="http://www.erp5.com/user-Howto.Create.Trade.Conditions.New?format=png"type="image/png"title="Create a Sale Trade Condition"alt="Create a Sale Trade Condition">\n
<detailsopen="open">\n
<p>In order to create a Sale Trade Condition document from the home page of your instance, click the New tab and click on Sale Trade Condition in the Trade area.</p>\n
<p>Your Sale Trade Condition document has been created successfully, and as you can see on the picture, Sale Trade Conditions look exactly the same as Sale Orders. The reason for this is that the information borne on Sale Trade Conditions are identical as the information borne by Sale Oders.</p>\n
</details>\n
<test>\n
<tableclass="test"style="display: none;">\n
<tbody></tbody>\n
</table>\n
</test>\n
</section><sectionclass="screenshot">\n
<h1>Fill the View Tab</h1>\n
<imgsrc="http://www.erp5.com/user-Howto.Create.Trade.Conditions.Edit.View?format=png"type="image/png"title="Fill the View Tab"alt="Fill the View Tab">\n
<detailsopen="open">\n
<p>Add a title to your Trade Condition in the Red area, and then add the blue fields with information about the sender, the seller and the supplier. The green area displays the effective and validity dates, and comments for the other users of your ERP5 instance.</p><p>\n
Another important field which is necessary to fill when you are creating any Sale/Purchase Trade Conditions, is the "Specialised Trade Conditions and Business Processes ". It defines the workflow of the ERP5 trade module (Sale/Purchase Orders, Sale/Purchase Packing Lists and Invoices) which you need to apply this Trade Condition later. To fill the field, <strong>click on the Wheel</strong>\n
.\n
</p><p>Note: Please replace "Hongzhao" with the company you created when you configured your ERP5 instance.</p>\n
<h1>"Specialised Trade Conditions and Business Processes " (1)</h1>\n
<imgsrc="http://www.erp5.com/user-Howto.Create.Trade.Conditions.Set.Relations.Business.Processes?format=png"type="image/svg+xml"title="Specialised Business Processes"alt="Specialised Business Processes">\n
<detailsopen="open">\n
<p>\n
In this page, you can choose Specialised Trade Conditions and Business Processes. Because we are creating a Sale Trade Condition, so here we <strong>choose in the first line "Business Processes"</strong>\n
. This goes the same when you create any other Sale/Purchase Trade Conditions.\n
</p>\n
</details>\n
</section><sectionclass="screenshot">\n
<h1>"Specialised Trade Conditions and Business Processes" (2)</h1>\n
<imgsrc="http://www.erp5.com/user-Howto.Create.Trade.Conditions.Set.Relations.Default.Trade.Business.Process?format=png"type="image/svg+xml"title="Default Business Processes"alt="Default Business Processes">\n
<detailsopen="open">\n
<p>\n
Now you can see there is an option "Default Trade Business Process" on the "Specialised Trade Conditions and Business Processes" list, it is created automatically by the ERP5 configurator when you configurated your instance. Please first <strong>check off</strong>\n
the option "Default Trade Business Process", and then\n
<strong>click on "Set Relation"</strong>\n
.\n
</p><p>Note that you can also create your own "Business Process" using the "Business Processes Module" in ERP5.</p>\n
</details>\n
</section><sectionclass="screenshot">\n
<h1>"Specialised Trade Conditions and Business Processes" (3)</h1>\n
<imgsrc="http://www.erp5.com/user-Howto.Create.Trade.Conditions.View.Specialised.Trade.Conditions.And.Business.Processes?format=png"type="image/svg+xml"title="Specialised Trade Conditions and Business Processes"alt="Specialised Trade Conditions and Business Processes">\n
<detailsopen="open">\n
<p>\n
Now you are led again to the View page of the sale trade condition you created. You will see the <strong>"Specialised Trade Conditions and Business Processes" has been defined</strong>\n
. Remember that this field is necessary to fill up when you create any Sale/Purchase Trade Conditions.\n
<p>The Payment tab displays the payment mode you want to be applied to your orders. In order to edit the Payment mode, click on the payment tab of the Sale Trade Condition document and jump to this page.</p><p>The area circled in blue on the picture is the default payment condition that will be applied to your orders whenever you decide to import those sale trade conditions to them. In this area, you can set the following information: payment mode, trade date, term, end of month and additional term. When you are done, click the save button and jump to next page.</p>\n
<p>In many cases, you will need more complex payment options. For instance you might need your customers to pay an advance on payment, and pay the balance when the goods are delivered. This is possible in ERP5 Express to add more than one payment conditions, which means that you can build complex payment conditions, following this procedure:</p><p>Open the Action Item List and choose Add Payment Condition.</p>\n
<p>This is the new payment condition that has been created in previous page. This condition will not replace the default payment conditions but will be added to them. As you can see circled in red on the picture, you can first decide the % or the amount that will have to be paid following the rules of this payment condition. When you are done, click the save button.</p>\n
<p>This Payment condition is in fact an Advance on Payment of 20%. We have put some information about when this advance should be paid and the payment mode. Refer to the picture for more details. When you are done, click the save button.</p>\n
<p>Back on the Payment Tab of the Sale Trade Condition, you can see that the Payment Condition you have created has been added to the Additional Payment Lines. For your information, the default_payment line is the line that has been created automatically when you filled the Payment tab in the previous steps.</p><p>We will now edit the default payment line, in order at least to change its name. Click on the line, and jump to next page.</p>\n
<p>As you can see here, the two lines have been created, one line for the Advance Payment and one line for the Balance. We are done with the payment Conditions, we will now see the Profile Tab.</p>\n
<p>This tab gathers information about the two parties of the sale order-the supplier parts are circled in red, the client parts are circled in blue. Some information of the supplier part have already been filled if you filled the view tab correctly. The only fields you have to edit here are the "Invoice Sender" and the "Payee". You will notice that the "Payee" has no options, this is because you haven\'t edited the "Financial Information" tab of the your organisation which you put in the supplier fields. So we will now add a "Bank Account" in the "Financial Information" tab of the organisation.</p><p>Note that for the client fields which are circled in blue, the information are necessary to fill up when you set a sale order with your customer, but you don\'t have to edit them now, because these fields are different according to different sale orders. So you can edit them differently in each particular Sale Order document, after you have imported the general Sale Payment Conditions which we just created.</p>\n
In a Sale Order, the one who gets paid is usually the supplier. Therefore we define in the <strong>Payee</strong>\n
field our own bank account. If you cannot select any bank account, than you first have to create a bank account for your organisation as decribed in the tutorial <ahref="user-Howto.Create.Bank.Account/view"><strong>How to create Bank Accounts</strong></a>\n
<imgalt="Validate Sale Trade Condition"title="Validate Sale Trade Condition"type="image/svg+xml"src="http://www.erp5.com/user-Howto.Create.Trade.Conditions.Validate?format=png">\n
<detailsopen="open">\n
<p>\n
The final step to create the a Sale Trade Condition, is to go back to the View tab and <strong>Validate</strong>\n
it.\n
</p><p>For now, you have successfully created a Sale Trade Condition, which you can apply later. The steps to create a Purchase Trade Condition are the same. Now we will show you how and where to apply them.</p>\n
</details>\n
</section><sectionclass="screenshot">\n
<h1>Create a Sale Order</h1>\n
<imgalt="Create a Sale Order"title="Create a Sale Order"src="http://www.erp5.com/user-Howto.Apply.Trade.Conditions.Create.Sale.Order.New?format=png"type="image/png">\n
<detailsopen="open">\n
<p>Now we have created Sale Trade Conditions, how can we apply them?</p><p>\n
The Trade Conditions are mostly used when we create a Sale/Purchase order from the Home Page of your ERP5 instance. So <strong>click on the new tab and choose Sale Order in the Trade Area</strong>\n
.\n
</p>\n
</details>\n
<test>\n
<tableclass="test"style="display: none;">\n
<tbody>\n
<trstyle="opacity: 1;">\n
<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/wait_for_activities"> Wait for activities </span></td>\n
<imgalt="Apply Sale Trade Condition"title="Apply Sale Trade Condition"src="http://www.erp5.com/user-Howto.Apply.Trade.Conditions.Fill.Save.Apply?format=png"type="image/png">\n
<detailsopen="open">\n
<p>\n
When the order is created, <strong>enter the name of your Trade Condition in the Trade Condition field</strong>\n
, as shown in Blue on the picture (You can also choose from the Sale Trade Conditions list by clicking on the Wheel). When it is done,\n
<strong>save by clicking the Save Button</strong>\n
, as shown in red on the picture. The third step, in black on the picture, is to open the Action Item List and\n
<strong>choose Apply Sale Trade Condition</strong>\n
.\n
</p>\n
</details>\n
<test>\n
<tableclass="test"style="display: none;">\n
<tbody>\n
<tr>\n
<td>selectAndWait</td>\n
<td>//select[@name="select_action"]</td>\n
<td>Apply Sale Trade Condition</td>\n
</tr>\n
<trstyle="opacity: 1;">\n
<td>verifyText</td>\n
<td>//div[@id="transition_message"]</td>\n
<td>Order updated.</td>\n
</tr>\n
</tbody>\n
</table>\n
</test>\n
</section><sectionclass="screenshot">\n
<h1>Imported trade condition information on View tab</h1>\n
<imgalt="Imported information on View tab"title="Imported information on View tab"src="http://www.erp5.com/user-Howto.Apply.Trade.Conditions.Information.Imported.View?format=png"type="image/png">\n
<detailsopen="open">\n
<p>As you can see, the View tab has been filled with information imported from the Sale Trade Condition you choose to apply.</p>\n
<img alt="The Payment tab is updated" title="The Payment tab is updated" src="http://www.erp5.com/user-Howto.Apply.Trade.Conditions.Information.Imported.Payment?format=png" type="image/png">\n
<details open="open">\n
<p>The Information about the Payment mode has also been imported, you can find here the two lines we had just created in the Sale Trade Condition, one for the Advance Payment, and the other one for the Balance. If we don\'t apply the Trade Condition, this fields will be empty.</p>\n
</details>\n
<test>\n
<table class="test" style="display: none;">\n
<tbody>\n
<tr>\n
<td>clickAndWait</td>\n
<td>link=Payment</td>\n
<td></td>\n
</tr>\n
<tr>\n
<td>verifyTextPresent</td>\n
<td>ZUITE-TEST-PAYMENT-CONDITION-001</td>\n
<td></td>\n
</tr>\n
<tr>\n
<td>verifyTextPresent</td>\n
<td>ZUITE-TEST-PAYMENT-CONDITION-002</td>\n
<td></td>\n
</tr>\n
</tbody>\n
</table>\n
</test>\n
</section>--><sectionclass="screenshot">\n
<h1>The profile tab is updated</h1>\n
<imgalt="The profile tab is updated"title="The profile tab is updated"src="http://www.erp5.com/user-Howto.Apply.Trade.Conditions.Information.Imported.Profile?format=png"type="image/png">\n
<detailsopen="open">\n
<p>The Profile Tab has been updated as well.</p><p>In the following tutorials about sale/purchase orders, packing lists, invoices and payments, you will see the Specialised Business Processes you just defined in the Trade Conditions will also be applied automatically once you apply the Trade Conditions with the defined business processes.</p>\n
<h1>Define the "Recipient" - the person responsible to reply to client</h1>\n
<h1>Define the "Recipient" - the person responsible to reply to client</h1>\n
<imgsrc="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Change.Recipient.Replier?format=png"type="image/png"title="Change the "Recipient" of the Event"alt="Change the "Recipient" of the Event">\n
<imgsrc="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Change.Recipient.Replier?format=png"type="image/png"title="Change the "Recipient" of the Event"alt="Change the "Recipient" of the Event">\n
<detailsopen="open">\n
<detailsopen="open">\n
<p>Now it is time to define who should process this Event - the person in the ERP5 support team who will have to provide John Doh with an answer .</p><p>\n
<p>Now it is time to define who should process this Event - the person in the ERP5 support team who will have to provide John Doh with an answer.\n
We will ask our team member“Yingjie XU” to take care of this Event. To do so,\n
We will ask our team member “Yingjie XU” to take care of this Event.\n
Firstly,\n
</p><p>To be able to proceed with this step you must have already created the Person and user account for Yingjie XU by following the tutorial <ahref="howto-Create.New.User">How to create new User</a>.\n
<strong>change the person name in the “Recipient” field</strong>\n
</p><p>\n
from "Jingjing XU" (the default Recipient) to "Yingjie XU". Secondly, as usual, don\'t forget to\n
To assign the Event to “Yingjie XU”, first <strong>change the person name in the “Recipient” field</strong> from "Jingjing XU" (the default Recipient) to "Yingjie XU". Second, as usual, don\'t forget to <strong>"Save"</strong>.\n
<strong>"Save"</strong>\n
the action.\n
</p><p>This step aims at indicating that “Yingjie XU” should receive this email from the client, and has to take care of it. So after the step that we "Receive" the Event, this Event will appear on Yingjie\'s worklist as "Received Events to Deliver", which we will show you later. In this way, Yingjie will know that he is responsible to handling a new incoming Event.</p>\n
</p><p>This step aims at indicating that “Yingjie XU” should receive this email from the client, and has to take care of it. So after the step that we "Receive" the Event, this Event will appear on Yingjie\'s worklist as "Received Events to Deliver", which we will show you later. In this way, Yingjie will know that he is responsible to handling a new incoming Event.</p>\n
</details>\n
</details>\n
<test>\n
<test>\n
...
@@ -535,6 +538,86 @@
...
@@ -535,6 +538,86 @@
<tbody></tbody>\n
<tbody></tbody>\n
</table>\n
</table>\n
</test>\n
</test>\n
</section><sectionclass="screenshot">\n
<h1>Another focus: switch user</h1>\n
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Switch.User.Log.Out?format=png"title="Switch user to reply incoming Event"alt="Switch user to reply incoming Event">\n
<detailsopen="open">\n
<p>\n
Now the incoming Event has been <strong>"Received"</strong>\n
, the\n
<strong>"Recipient"</strong>\n
has been defined, the\n
<strong>Follow Up Ticket</strong>\n
has been created, so it is time for the "Replier" - the Recipient to offer support to the client. And all the following interactions between the Replier and the Client will be recorded under the Support Request Ticket we just created.\n
</p><p>\n
In this section, we will switch users in order to understand how users can be aware that they have Events to handle.<br>\n
<strong>Log out</strong>\n
by opening the “My favourites” item list, and choose\n
<strong>Log out</strong>\n
. After being logged out, we have\n
<strong>logge in as user “yingjie.xu”</strong>\n
in order to help you understand how incoming Events are displayed in the\n
<strong>worklist</strong>\n
of this user.\n
</p>\n
</details>\n
<test>\n
<tableclass="test"style="display: none;">\n
<tbody>\n
<trstyle="opacity: 1; z-index: 0;">\n
<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/login_as_functional_another_test_user">Login As Another Functional Test User</span></td>\n
</tr>\n
<tr>\n
<td>openAndWait</td>\n
<td>${base_url}/view</td>\n
<td></td>\n
</tr>\n
<tr>\n
<td>selectAndWait</td>\n
<td>//select[@name="select_module"]</td>\n
<td>Events</td>\n
</tr>\n
</tbody>\n
</table>\n
</test>\n
</section><sectionclass="screenshot">\n
<h1>Received Events in Worklist</h1>\n
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Worklist.Received.Events.To.Deliver?format=png"title="Received Events to Deliver"alt="Received Events to Deliver">\n
<detailsopen="open">\n
<p>\n
“Yingjie” is now logged in, and while opening his Worklist, we see that <strong>there are 1 "Received Events to Deliver”</strong>\n
to be treated. Let\'s <strong>click on this line</strong>.\n
</p>\n
</details>\n
<test>\n
<tableclass="test"style="display: none;">\n
<tbody></tbody>\n
</table>\n
</test>\n
</section><sectionclass="screenshot">\n
<h1>Which Event should be processed ?</h1>\n
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.List.Received.Events.To.Deliver.Recipient.Choose?format=png"title="Choose in the "Received Events" List"alt="Choose in the "Received Events" List">\n
<detailsopen="open">\n
<p>\n
This is the <strong>list of "Received Events to Deliver"</strong>, reached through the Worklist. All the Events declared as "Received" and have assigned to a "Recipient" will displayed on this list. In order to know who has to take care of them,\n
<strong>each user has to search for his person name in the Recipients field</strong>, and then he will\n
<strong>click now on this Event with the his name as the Recipeint order to process it</strong>. ERP5 can be also configured to only display the received events of the user who is currently logged in, but the standard ERP5 configuration for SMBs is to display all received events.\n
</p><p>Now we have reached the List through Yingjie\'s Worklist, we can see that there is 1 received Event to deliver (Normally there could be more Events on the list with different Recipients). So user "Yingjie” only has his name in one Event, which means that this is the only Event he is entitled to take care of. So click on this line in order to process it.</p>\n
<h1>Assign this Event to a Support Request Ticket</h1>\n
<h1>Assign this Event to a Support Request Ticket</h1>\n
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Create.Follow.Up.Ticket?format=png"title="Assign Event to Ticket"alt="Assign Event to Ticket">\n
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Create.Follow.Up.Ticket?format=png"title="Assign Event to Ticket"alt="Assign Event to Ticket">\n
...
@@ -718,91 +801,7 @@
...
@@ -718,91 +801,7 @@
</tbody>\n
</tbody>\n
</table>\n
</table>\n
</test>\n
</test>\n
</section><sectionclass="screenshot">\n
</section><!--<section class="screenshot">\n
<h1>Another focus: switch user</h1>\n
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Switch.User.Log.Out?format=png"title="Switch user to reply incoming Event"alt="Switch user to reply incoming Event">\n
<detailsopen="open">\n
<p>\n
Now the incoming Event has been <strong>"Received"</strong>\n
, the\n
<strong>"Recipient"</strong>\n
has been defined, the\n
<strong>Follow Up Ticket</strong>\n
has been created, so it is time for the "Replier" - the Recipient to offer support to the client. And all the following interactions between the Replier and the Client will be recorded under the Support Request Ticket we just created.\n
</p><p>\n
In this section, we will switch users in order to understand how users can be aware that they have Events to handle.<br>\n
<strong>Log out</strong>\n
by opening the “My favourites” item list, and choose\n
<strong>Log out</strong>\n
. After being logged out, we have\n
<strong>logged in as user “Yingjie”</strong>\n
in order to help you understand how incoming Events are displayed in the\n
<strong>worklist</strong>\n
of this user.\n
</p>\n
</details>\n
<test>\n
<tableclass="test"style="display: none;">\n
<tbody>\n
<trstyle="opacity: 1; z-index: 0;">\n
<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/login_as_functional_another_test_user">Login As Another Functional Test User</span></td>\n
</tr>\n
<tr>\n
<td>openAndWait</td>\n
<td>${base_url}/view</td>\n
<td></td>\n
</tr>\n
<tr>\n
<td>selectAndWait</td>\n
<td>//select[@name="select_module"]</td>\n
<td>Events</td>\n
</tr>\n
</tbody>\n
</table>\n
</test>\n
</section><sectionclass="screenshot">\n
<h1>Received Events in Worklist</h1>\n
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Worklist.Received.Events.To.Deliver?format=png"title="Received Events to Deliver"alt="Received Events to Deliver">\n
<detailsopen="open">\n
<p>\n
“Yingjie” is now logged in, and while opening his Worklist, we see that <strong>there are 1 "Received Events to Deliver”</strong>\n
to be treated. Let\'s\n
<strong>click on this line</strong>\n
.\n
</p>\n
</details>\n
<test>\n
<tableclass="test"style="display: none;">\n
<tbody></tbody>\n
</table>\n
</test>\n
</section><sectionclass="screenshot">\n
<h1>Which Event should be processed ?</h1>\n
<imgtype="image/png"src="http://img.erp5.cn/user-Howto.Manage.Support.Requests.List.Received.Events.To.Deliver.Recipient.Choose?format=png"title="Choose in the "Received Events" List"alt="Choose in the "Received Events" List">\n
<detailsopen="open">\n
<p>\n
This is the <strong>list of "Received Events to Deliver"</strong>\n
, reached through the Worklist. All the Events declared as "Received" and have assigned to a "Recipient" will displayed on this list. In order to know who has to take care of them,\n
<strong>each user has to search for his person name in the Recipients field</strong>\n
, and then he will\n
<strong>click now on this Event with the his name as the Recipeint order to process it</strong>\n
</p><p>Now we have reached the List through Yingjie\'s Worklist, we can see that there is 1 received Event to deliver (Normally there could be more Events on the list with different Recipients). So user "Yingjie” only has his name in one Event, which means that this is the only Event he is entitled to take care of. So click on this line in order to process it.</p>\n
<imgsrc="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Create.Response?format=png"type="image/png"title="Create Response to client "alt="Create Response to client ">\n
<imgsrc="http://img.erp5.cn/user-Howto.Manage.Support.Requests.Create.Response?format=png"type="image/png"title="Create Response to client "alt="Create Response to client ">\n
