vPlan has five types of orders; Sales, Quotation, Purchase, Production and Project:Sales Order represents a sale, i.e. a product or service delivered to a relation.
Quotation Order represents a quotation, i.e. an offer for goods or services to a relation.
Purchase Order represents a purchase, i.e. a product or service acquired from a relation.
Production Order represents a production, i.e. a product is produced.
Project Order represents a project, i.e. umbrella of activities performed for a relation.
A customer cannot maintain Orders within vPlan. It should be maintained by the integrations that created them. And they are only visible as integration data via a Collection.
Order affiliation to Collection#
An order is a helper object for creating a collection.Its purpose is to give an integration the option to maintain data consistency,
while giving the customer a way to manually add or change the details of a collection.On creation of an order, a collection is automatically created.
That collection could, depending on the settings, be automatically planned via an asynchronous process.
This process uses the promised date of order.On update of an order, a collection is automatically synchronized via an asynchronous process.The collection will be constructed using the following data if available:Collection | Order | On Create | On update |
---|
name | code | initial value | updated if not manually changed |
description | quantity and description | initial value | updated if not manually changed |
due_date | promised_date or else desired_date | initial value | updated if not manually changed ¹ |
| | | |
meta | | | |
- order_type | type | initial value | updated |
- order_status | status | initial value | updated |
- address | order.address | initial value | updated |
- relation | relation.name | initial value | updated |
- project | project.name | initial value | updated |
- promised_date | promised_date | initial value | updated ¹ |
- desired_date | desired_date | initial value | updated ¹ |
| | | |
activities | rows | | |
- id | activity.id | initial value | only updated for the backlog |
- time | unit * quantity ² | initial value | only updated for the backlog |
¹
: Dates changed in the Order will not affect the actual planning, it could give a warning icon within the current plan boards.
²
: Time is calculated to minutes based on the unit and quantity, and rounded to a whole number:unit | time |
---|
minutes | quantity |
hours | 60 * quantity |
days | 3600 * quantity |
[other] | 0 |