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Initial commit: OCA Workflow Process packages (456 packages)
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<body>
|
||||
<div class="document">
|
||||
|
||||
|
||||
<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
|
||||
<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
|
||||
</a>
|
||||
<div class="section" id="purchase-request">
|
||||
<h1>Purchase Request</h1>
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:5b19c693955170a23b931af36c7918760373e06299b80106eaa28e8c188eafbd
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/license-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/purchase-workflow/tree/16.0/purchase_request"><img alt="OCA/purchase-workflow" src="https://img.shields.io/badge/github-OCA%2Fpurchase--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/purchase-workflow-16-0/purchase-workflow-16-0-purchase_request"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/purchase-workflow&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||||
<p>You use this module if you wish to give notification of requirements of
|
||||
materials and/or external services and keep track of such requirements.</p>
|
||||
<p>Requests can be created either directly or indirectly. “Directly” means
|
||||
that someone from the requesting department enters a purchase request
|
||||
manually.</p>
|
||||
<p>The person creating the request determines what and how much to order,
|
||||
and the requested date.</p>
|
||||
<p>“Indirectly” means that the purchase request initiated by the
|
||||
application automatically, for example, from procurement orders (MO,
|
||||
SO).</p>
|
||||
<p>A purchase request is an instruction to Purchasing to procure a certain
|
||||
quantity of materials services, so that they are available at a certain
|
||||
point in time.</p>
|
||||
<p>A line of a request contains the quantity and requested date of the
|
||||
material to be supplied or the quantity of the service to be performed.
|
||||
You can indicate the service specifications if needed.</p>
|
||||
<p>Once request is approved go to the Purchase Request Lines from the menu
|
||||
entry ‘Purchase Requests’, and also from the ‘Purchase’ menu.</p>
|
||||
<p>Select the lines that you wish to initiate the RFQ for, then go to
|
||||
‘More’ and press ‘Create RFQ’.</p>
|
||||
<p>You can choose to select an existing RFQ or create a new one. In the
|
||||
later, you have to choose a supplier.</p>
|
||||
<p>In case that you chose to select an existing RFQ, the application will
|
||||
search for existing lines matching the request line, and will add the
|
||||
extra quantity to them, recalculating the minimum order quantity, if it
|
||||
exists for the supplier of that RFQ.</p>
|
||||
<p>In case that you create a new RFQ, the request lines will also be
|
||||
consolidated into as few as possible lines in the RFQ.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
|
||||
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#other-credits" id="toc-entry-7">Other credits</a><ul>
|
||||
<li><a class="reference internal" href="#images" id="toc-entry-8">Images</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-9">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h2><a class="toc-backref" href="#toc-entry-1">Configuration</a></h2>
|
||||
<p>To configure the product follow this steps:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to a product form.</li>
|
||||
<li>Go to <em>Inventory</em> tab.</li>
|
||||
<li>Check the box <em>Purchase Request</em> along with the route <em>Buy</em>.</li>
|
||||
</ol>
|
||||
<p>With this configuration, whenever a procurement order is created and the
|
||||
supply rule selected is ‘Buy’ the application will create a Purchase
|
||||
Request instead of a Purchase Order.</p>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h2><a class="toc-backref" href="#toc-entry-2">Usage</a></h2>
|
||||
<p>Purchase requests are accessible through a new menu entry ‘Purchase
|
||||
Requests’, and also from the ‘Purchase’ menu.</p>
|
||||
<p>Users can access the list of Purchase Requests or Purchase Request
|
||||
Lines.</p>
|
||||
<p>It is possible to filter requests by its approval status.</p>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h2><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h2>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/purchase-workflow/issues">GitHub Issues</a>.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||
<a class="reference external" href="https://github.com/OCA/purchase-workflow/issues/new?body=module:%20purchase_request%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h2><a class="toc-backref" href="#toc-entry-4">Credits</a></h2>
|
||||
<div class="section" id="authors">
|
||||
<h3><a class="toc-backref" href="#toc-entry-5">Authors</a></h3>
|
||||
<ul class="simple">
|
||||
<li>ForgeFlow</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h3><a class="toc-backref" href="#toc-entry-6">Contributors</a></h3>
|
||||
<ul class="simple">
|
||||
<li>Jordi Ballester Alomar <<a class="reference external" href="mailto:jordi.ballester@forgeflow.com">jordi.ballester@forgeflow.com</a>></li>
|
||||
<li>Jonathan Nemry <<a class="reference external" href="mailto:jonathan.nemry@acsone.eu">jonathan.nemry@acsone.eu</a>></li>
|
||||
<li>Aaron Henriquez <<a class="reference external" href="mailto:ahenriquez@forgeflow.com">ahenriquez@forgeflow.com</a>></li>
|
||||
<li>Adrien Peiffer <<a class="reference external" href="mailto:adrien.peiffer@acsone.eu">adrien.peiffer@acsone.eu</a>></li>
|
||||
<li>Lois Rilo <<a class="reference external" href="mailto:lois.rilo@forgeflow.com">lois.rilo@forgeflow.com</a>></li>
|
||||
<li>Héctor Villarreal <<a class="reference external" href="mailto:hector.villarreal@forgeflow.com">hector.villarreal@forgeflow.com</a>></li>
|
||||
<li>Ben Cai <<a class="reference external" href="mailto:ben.cai@elico-corp.com">ben.cai@elico-corp.com</a>></li>
|
||||
<li>Rattapong Chokmasermkul <<a class="reference external" href="mailto:rattapongc@ecosoft.co.th">rattapongc@ecosoft.co.th</a>></li>
|
||||
<li>Stefan Rijnhart <<a class="reference external" href="mailto:stefan@opener.amsterdam">stefan@opener.amsterdam</a>></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="other-credits">
|
||||
<h3><a class="toc-backref" href="#toc-entry-7">Other credits</a></h3>
|
||||
<p>The development of this module has been financially supported by:</p>
|
||||
<p><a class="reference external image-reference" href="https://www.alephobjects.com"><img alt="Aleph Objects, Inc" src="https://upload.wikimedia.org/wikipedia/en/3/3b/Aleph_Objects_Logo.png" /></a></p>
|
||||
<div class="section" id="images">
|
||||
<h4><a class="toc-backref" href="#toc-entry-8">Images</a></h4>
|
||||
<ul class="simple">
|
||||
<li>Enric Tobella (logo)</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h3><a class="toc-backref" href="#toc-entry-9">Maintainers</a></h3>
|
||||
<p>This module is maintained by the OCA.</p>
|
||||
<a class="reference external image-reference" href="https://odoo-community.org">
|
||||
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
|
||||
</a>
|
||||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||||
mission is to support the collaborative development of Odoo features and
|
||||
promote its widespread use.</p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/purchase-workflow/tree/16.0/purchase_request">OCA/purchase-workflow</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
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