This plug-in provides a special type of "item purchase application" form and entry to make an application to purchase something and get an approval.
Install
Click the link below to download com.traction.form.itempurchase-NN.zip file. (NN means the version number.)
Upload the zip file in Server Settings > Plugins page.
After uploading, you will see the I18N error as following. But don't worry. This error means "you need to restart TeamPage server to load the I18N resources (language files)."
Click [Restart TeamPage] in Server Settings > General > Manage Server page. If your TeamPage server is hosted in Traction's cloud environment, you will need to restart your server twice to load the I18N resources correctly.
After restarting, you will see that the plugin's name show up correctly.
Configurations
Let's get the following configuration done first to make it more convenient.
How to Open Configuration View
Click [configure] to open the configuration view.
Journal Configurations
Progress Status
You can change the label (title) and options of the "Progress Status" field on the form.
The default options are for a work-flow which begins from Accounting division to Purchase division.
User Configurations
Default Assignees, Authorizers, and Subscribed Users.
You can set the default user(s) for Assignees, Authorizers, and subscribed users, who will be automatically specified in the corresponding fields on the form. For example, enter "john" in "Default Assignees" and "Default Authorizers" if he is your boss and he usually checks your applications.
Space Configurations
Select "Purchase Applications" in "Proteus Space Tabs" setting, and move it from the left (Available) to the right (Selected).
Now you can see "Purchase Applications" tab.
Basic How-To
Click "New Purchase Request" in the side column.
Fill in the form.
Activities related to this application entry will be notified to the users specified in the "Assigned" and "Subscribed" fields.
Select a user(s) who should handle this purchase request in "Assigned" field. For example, if your boss whose name is John will be check this application first, select him. If David will follow it after John's approval, change the assigned user from John to David by editing the application entry after John's approval.
Since Applicant is normally an author of a purchase application, the current user's name will be automatically inserted into the Applicant field.
The value of the Total Price is calculated from Unit Price, PCS, and Shipping Price.
When you submit the form, you will see a purchase application like this.
