57 lines
1.9 KiB
ReStructuredText
57 lines
1.9 KiB
ReStructuredText
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Receiving Batches
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=================
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In all cases, "receiving" in Rattail involves a :term:`batch`.
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Each batch is created with a certain "workflow" and this will
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determine some of the behavior described below. But see also
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:doc:`workflows` for more info.
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Batch Life Cycle
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----------------
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All receiving batches have the following general life cycle in common:
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* batch is created
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* (optional) batch is reviewed and/or updated
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* (optional) batch is marked "complete"
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* batch is executed
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Most of this is already described in :doc:`workflows` but here we'll
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add some notes regarding the review/complete steps in particular.
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Batch "Complete" Flags
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----------------------
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The idea is to introduce a step for sake of "handing off" the batch
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from one user to another. For instance there might be several users
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capable of "receiving" in general but maybe only one user should be
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actually executing the batches.
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There are 2 flags for use with this idea:
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* "receiving complete"
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* "complete" (i.e. "review complete" or "fully complete")
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So a complete typical life cycle might look like:
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* batch is created with invoice file, by user A
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* batch is manually received (updated) via mobile phone+scanner
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* user A marks batch as "receiving complete" (sets 1st flag)
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* user B then reviews batch and adjusts costs as needed etc.
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* user B marks batch as (fully) "complete" (sets 2nd flag)
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* user C executes batch and performs any follow-up tasks
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Note that the app should "lock down" the batch if either of these
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flags are set. Meaning, the received quantities should be frozen and
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not allow adjustment. (Flags can be un-set if further adjustments are
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needed; then flags should be set again when complete.)
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Note also that user C for instance can probably see "all" batches
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regardless of their current state and complete flags etc. They either
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"just know" how to filter the batches to find things ready to process,
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or perhaps a custom view is defined to help with that.
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