Aggregate and/or Split Quotations into multiple Sales Orders

[agritheory]

Using a report workflow similar to Material Demand. Allow for splitting partial quantities to different sales orders. In a multi-company scenario, allow the Sales Orders to be split.

User story/ demo data to add: Multiple Quotations from the same customer, including some overlapping items with differing time requirements

Multi company scenario - where the complete order can be fulfilled by fulfilling from two companies / warehouses

[agritheory]

Report to named "Quotation Demand"

[federicocalvo]

@agritheory here are some questions

• Should the SO be done in draft? In case they are validated, it would be necessary to define what we can take for delivery_date The options to contemplate for multicompany would be:
• If a quotation company A, a SO from company A and a SO from company B can be made
• From a quotation from company A and a quotation from company B, make ONE SO to company B for both items.

[agritheory]

@federicocalvo Very good questions

Should the SO be done in draft?

Yes, I think so

In case they are validated, it would be necessary to define what we can take for delivery_date

I think we have to use the SO date + lead time as defined on the item. I didn't realize there isn't a delivery date on the Quotation doctype which seems like an oversight

The options to contemplate for multicompany would be: If a quotation company A, a SO from company A and a SO from company B can be made

Yes by selecting different lines or a reduced qty

From a quotation from company A and a quotation from company B, make ONE SO to company B for both items.

Yes, though I think it should be added as two lines to items in the SO with references to the different lines from the different Quotations

[federicocalvo]

I leave this to be done in this issue as a note, but it is also useful for demand material. In the tests add:

-Creation of a company

• Material demand of this company (with cocoplum between products).
• Quotations of this company with more than one item.

[federicocalvo]

@agritheory the behavior of the date then is, TODAY + whatever you have configured in the item in the Lead Time in days field, and in case you do not have anything in this field, it will place today's day.

Some considerations: -The Lead Time in days field belongs to Purchasing, it is strange to me that there is not the same in sales, I do not know if you can consider adding this simple term to use it especially in this issue.

-The delivery date is fundamental when defining SO, it could be an optional in the pop, and in case of selecting a date in question, it overwrites the previous behavior, leaving all cases ready.

Off topic: We leave a comment of issue 17 (Material Demand), that in case we agree, we can replicate multi-company behavior in Quotation Demand.