Add Lines from Kanban Cards
Description¶
The user can select a set of Kanban Cards that are in the Order queue (Card State = REQUESTED) and Create a Purchase Order from them.
The system will:
- Create a Purchase Order with the information for the common Vendor if available from any of the cards.
- Move all the Cards to the
ACCEPTEDstate (they move to the Ordered list) to reflect the fact that they are claimed by an order.
The user can then edit the Order and its lines as in the creation of the order from Blank. In addition, the user can:
- Detach the Kanban Card associated with a line. If the user detaches the card, the card reverts from
ACCEPTEDtoREQUESTED - Go back to the
Order Queue, select other cards andattachthem to a pre-existing Order that is in the state ofNEW.
Note
Adding new lines from the Cards in the Order Queue is also possible when starting with a Blank Order or with an Order copy,
The user can then approve or submit the order with the same effects as when created from Blank, including transferring the attached cards to the IN_PROCESS state. Upon approval or submission, When the system consolidates equivalent order lines, it groups all the Kanban Cards from equivalent lines under the consolidated line, preserving the order in which they were REQUESTED (placed in the Order Queue)
Requirement¶
Preconditions/Validations¶
- All Kanban Cards must be in
REQUESTEDstate - All Kanban Cards must be for the same Vendor or have no vendor information.