PAD Workflow Tasks extension for YetiForce ERP-CRM
Terminology
Inventory entity: entity with Services and Products, such as Quotes, Sales Orders, Invoices, etc.
Lineitem: line containing all the specifications of the Services / Products in an Inventory entity.
Lineitem type: the type of lineitem included in an Inventory entity. Products and Services.
Inventory entity: entity with Services and Products, such as Quotes, Sales Orders, Invoices, etc.
Lineitem: line containing all the specifications of the Services / Products in an Inventory entity.
Lineitem type: the type of lineitem included in an Inventory entity. Products and Services.
Assign a value to a lineitem field using an expression on fields of the same lineitem.
Example: create the string "€ 2900.00 x 1.00 unit = € 2900.00",
where '€' is the currency, '2900.00' is the unit price, '1.00' is the quantity and 'unit' is the unit of product.
concat(currencysymbol, price, ' x ', qty, ' ', unit, ' = ', currencysymbol, total)
Available functions and fields.
Assign a value to a lineitem field from the Lineitem type entity.
Example: to the lineitem fields I can assign the Product code and the Manufacturer.
Assign a value to an inventory entity field, calculated on the same field of all lineitems.
Example: quote with the Services price sum and the Products price sum.
Calculate Margin, Profit and Markup for each lineitem.
Ratio or percentage. Discount included or not.
The example is in percentage and discount is excluded.
Calculate a module entity field with an expression on other fields of the same entity.
Similar to the existing task in YF, but with new functions available.
Hi !!
Nov 16, 2020 - 10:41i saw your new extension and i have one question
if i have 2 fields named start date, end date on opportunities, can i have them on sales orders calculating the months and dates between 2 dates? For now i have created an excel and i calculate the days.
Hi George,
Nov 16, 2020 - 11:33did we already talk about a similar topic? I remember something.
so if I understand ... you have 2 dates (start and end) in opportunities.
when you generate a new sales order, from opportunity, you copy the dates into sales order from opportunity. correct?
then, in generated sales order, you want calculate difference between the dates in months (30 days) and days as rest; calculated values in 2 different fields: "difference in months" and "rest in days". Is it correct?
yes, it should be possible with PAD Workflow Tasks extension. If you confirm me that this is exactly your need I can create an example on Penguinable YF demo, so you can try and check if extension full cover your need.
Hi Davide !
Nov 16, 2020 - 12:10Thank you about quick response.
Yes i had talked about it.
***then, in generated sales order, you want calculate difference between the dates in months (30 days) and days as rest; calculated values in 2 different fields: "difference in months" and "rest in days". Is it correct?
I need 3 fields: 1) sum days 2) Months 3)days
Please take a look on xls file i have sent you
of cource i am interesting !
ok yes, I contact you by email
Nov 16, 2020 - 12:12Hi Davide, thanks for your posts.
Jan 14, 2021 - 15:12Checking your videos I'm seeing your main focus point to modify software environment. but you have videos or material more general that clarify how to work with different modules, their procesess, initial steps and how to upgrade from one stage to another?
I'm newby with Yeti and want to have an understunding of concepts.
Thanks and waiting for feedback
Hi Luis,
Jan 14, 2021 - 18:03tnx to you.
My extensions add new feature and functionality to YetiForce, but they don't change the core code.
About YF docs, the only way to learn about it is https://yetiforce.com/en/knowledge-base/documentation and https://github.com/YetiForceCompany/YetiForceCRM/discussions.
There is no documentation and I cannot produce such extensive documentation alone.