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133 lines
4.9 KiB
ReStructuredText
133 lines
4.9 KiB
ReStructuredText
=======================
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Purchase Minimum Amount
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=======================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:ab05f36d17308926281dc7fa679ef2166f78174c06812a21c9287cb59b0ee9b8
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpurchase--workflow-lightgray.png?logo=github
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:target: https://github.com/OCA/purchase-workflow/tree/16.0/purchase_minimum_amount
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:alt: OCA/purchase-workflow
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/purchase-workflow-16-0/purchase-workflow-16-0-purchase_minimum_amount
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/purchase-workflow&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows you to establish and automate a specific Purchase Order
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Approval Block Reason in the system: the 'Minimum Purchase Order Amount per
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Vendor'.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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* Go to 'Purchases / Purchase / Vendors'
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* Click on a Vendor and inside the 'Sales & Purchases' page specify the
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non-required field 'Minimum Purchase Amount'.
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* Assign the security group 'Release RFQ with approval block' to users that
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should be able to release the block. Users in group 'Purchase / Managers'
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are by default assigned to this group.
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Usage
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=====
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Set the Purchase Approval Block
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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#. Go to 'Purchases / Purchase / Requests for Quotation'
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#. Create a new RFQ and upon saving if the Untaxed Amount is below the
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Purchase Minimum Amount specified in that vendor, then the Approval Block
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Reason is automatically set and the Approval Block Reason is not editable
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anymore.
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Search existing RFQ
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~~~~~~~~~~~~~~~~~~~
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There is a filter 'Blocked' to search for orders that are blocked.
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It is also possible to search RFQ’s with the Approval Block Reason 'Minimum
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Purchase Order Amount per Vendor'.
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Confirm the RFQ
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~~~~~~~~~~~~~~~
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#. Press the button ‘Confirm’. If there’s an approval block, the order will
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be set to status 'To Approve'. You will then need to request a Purchase
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Manager to approve it.
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Release the purchase approval block
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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#. All the RFQ’s with a total amount surpassing the specified Minimum Purchase
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Order Amount for that vendor (excluding taxes) are automatically released.
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#. If a blocked RFQ without surpassing the minimum amount wants to be
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released, a user member of the security group 'Release RFQ with approval
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block' can see a button 'Release Approval Block'. When pressing it, anyone
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seeing that RFQ is able to validate it.
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Notifications to followers
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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#. Followers of the RFQ receive notifications when an approval block has been
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set or released.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/purchase-workflow/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/purchase-workflow/issues/new?body=module:%20purchase_minimum_amount%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* ForgeFlow
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Contributors
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~~~~~~~~~~~~
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* Jordi Ballester Alomar <jordi.ballester@forgeflow.com>
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* Roser Garcia <roser.garcia@forgeflow.com>
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* Darshan Patel <darshan.patel.serpentcs@gmail.com>
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* Nikul Chaudhary <nikulchaudhary2112@gmail.com>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/purchase-workflow <https://github.com/OCA/purchase-workflow/tree/16.0/purchase_minimum_amount>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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