. This goes the same when you create any other Sale/Purchase Trade Conditions.\n
. This goes the same when you create any other Sale/Purchase Trade Conditions.\n
</p>\n
</p>\n
</details>\n
</details>\n
<test>\n
<tablestyle="display: none;"class="test">\n
<tbody></tbody>\n
</table>\n
</test>\n
</section><sectionclass="screenshot">\n
</section><sectionclass="screenshot">\n
<h1>"Specialised Trade Conditions and Business Processes" (2)</h1>\n
<h1>"Specialised Trade Conditions and Business Processes" (2)</h1>\n
<imgsrc="http://img.erp5.cn/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
<imgsrc="http://img.erp5.cn/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
</p><p>Note that you can also create your own "Business Process" using the "Business Processes Module" in ERP5.</p>\n
</p><p>Note that you can also create your own "Business Process" using the "Business Processes Module" in ERP5.</p>\n
</details>\n
</details>\n
<test>\n
<tablestyle="display: none;"class="test">\n
<tbody></tbody>\n
</table>\n
</test>\n
</section><sectionclass="screenshot">\n
</section><sectionclass="screenshot">\n
<h1>"Specialised Trade Conditions and Business Processes" (3)</h1>\n
<h1>"Specialised Trade Conditions and Business Processes" (3)</h1>\n
<imgsrc="http://img.erp5.cn/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
<imgsrc="http://img.erp5.cn/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
In a Sale Order, the one who gets paid is usually the supplier. Therefore we define in the <strong>Payee</strong>\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
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\n
<imgalt="Validate Sale Trade Condition"title="Validate Sale Trade Condition"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Create.Trade.Conditions.Validate?format=png">\n
<imgalt="Validate Sale Trade Condition"title="Validate Sale Trade Condition"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Create.Trade.Conditions.Validate?format=png">\n
<detailsopen="open">\n
<detailsopen="open">\n
<p>\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
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
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
</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
</details>\n
<test>\n
<tablestyle="display: none;"class="test">\n
<tbody></tbody>\n
</table>\n
</test>\n
</section><sectionclass="screenshot">\n
</section><sectionclass="screenshot">\n
<h1>Create a Sale Order</h1>\n
<h1>Create a Sale Order</h1>\n
<imgalt="Create a Sale Order"title="Create a Sale Order"src="http://img.erp5.cn/user-Howto.Apply.Trade.Conditions.Create.Sale.Order.New?format=png"type="image/png">\n
<imgalt="Create a Sale Order"title="Create a Sale Order"src="http://img.erp5.cn/user-Howto.Apply.Trade.Conditions.Create.Sale.Order.New?format=png"type="image/png">\n
<detailsopen="open">\n
<detailsopen="open">\n
<p>Now we have created Sale Trade Conditions, how can we apply them?</p><p>\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
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
.\n
</p>\n
</p>\n
</details>\n
</details>\n
<test>\n
<test>\n
<tableclass="test"style="display: none;">\n
<tableclass="test"style="display: none;">\n
<tbody>\n
<tbody>\n
<trstyle="opacity: 1;">\n
<trstyle="opacity: 1;">\n
<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/wait_for_activities"> Wait for activities </span></td>\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://img.erp5.cn/user-Howto.Apply.Trade.Conditions.Fill.Save.Apply?format=png"type="image/png">\n
<imgalt="Apply Sale Trade Condition"title="Apply Sale Trade Condition"src="http://img.erp5.cn/user-Howto.Apply.Trade.Conditions.Fill.Save.Apply?format=png"type="image/png">\n
<detailsopen="open">\n
<detailsopen="open">\n
<p>\n
<p>\n
When the order is created, <strong>enter the name of your Trade Condition in the Trade Condition field</strong>\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
, 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
<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
, 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
<strong>choose Apply Sale Trade Condition</strong>\n
.\n
.\n
</p>\n
</p>\n
</details>\n
</details>\n
<test>\n
<test>\n
<tableclass="test"style="display: none;">\n
<tableclass="test"style="display: none;">\n
<tbody>\n
<tbody>\n
<tr>\n
<tr>\n
<td>selectAndWait</td>\n
<td>selectAndWait</td>\n
<td>//select[@name="select_action"]</td>\n
<td>//select[@name="select_action"]</td>\n
<td>Apply Sale Trade Condition</td>\n
<td>Apply Sale Trade Condition</td>\n
</tr>\n
</tr>\n
<trstyle="opacity: 1;">\n
<trstyle="opacity: 1;">\n
<td>verifyText</td>\n
<td>verifyText</td>\n
<td>//div[@id="transition_message"]</td>\n
<td>//div[@id="transition_message"]</td>\n
<td>Order updated.</td>\n
<td>Order updated.</td>\n
</tr>\n
</tr>\n
</tbody>\n
</tbody>\n
</table>\n
</table>\n
</test>\n
</test>\n
</section><sectionclass="screenshot">\n
</section><sectionclass="screenshot">\n
<h1>Imported trade condition information on View tab</h1>\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://img.erp5.cn/user-Howto.Apply.Trade.Conditions.Information.Imported.View?format=png"type="image/png">\n
<imgalt="Imported information on View tab"title="Imported information on View tab"src="http://img.erp5.cn/user-Howto.Apply.Trade.Conditions.Information.Imported.View?format=png"type="image/png">\n
<detailsopen="open">\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
<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
<imgalt="The Payment tab is updated"title="The Payment tab is updated"src="http://img.erp5.cn/user-Howto.Apply.Trade.Conditions.Information.Imported.Payment?format=png"type="image/png">\n
<imgalt="The Payment tab is updated"title="The Payment tab is updated"src="http://img.erp5.cn/user-Howto.Apply.Trade.Conditions.Information.Imported.Payment?format=png"type="image/png">\n
<detailsopen="open">\n
<detailsopen="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
<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
</details>\n
<test>\n
<test>\n
<tableclass="test"style="display: none;">\n
<tableclass="test"style="display: none;">\n
<tbody>\n
<tbody></tbody>\n
<tr>\n
</table>\n
<td>clickAndWait</td>\n
</test>\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
</section><sectionclass="screenshot">\n
<h1>The profile tab is updated</h1>\n
<h1>The profile tab is updated</h1>\n
<imgalt="The profile tab is updated"title="The profile tab is updated"src="http://img.erp5.cn/user-Howto.Apply.Trade.Conditions.Information.Imported.Profile?format=png"type="image/png">\n
<imgalt="The profile tab is updated"title="The profile tab is updated"src="http://img.erp5.cn/user-Howto.Apply.Trade.Conditions.Information.Imported.Profile?format=png"type="image/png">\n
<detailsopen="open">\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
<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