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164 lines
5.7 KiB
ReStructuredText
164 lines
5.7 KiB
ReStructuredText
.. image:: https://odoo-community.org/readme-banner-image
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:target: https://odoo-community.org/get-involved?utm_source=readme
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:alt: Odoo Community Association
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================
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Purchase Request
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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: sha256:5b19c693955170a23b931af36c7918760373e06299b80106eaa28e8c188eafbd
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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/license-LGPL--3-blue.png
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-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_request
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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_request
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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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You use this module if you wish to give notification of requirements of
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materials and/or external services and keep track of such requirements.
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Requests can be created either directly or indirectly. "Directly" means
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that someone from the requesting department enters a purchase request
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manually.
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The person creating the request determines what and how much to order,
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and the requested date.
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"Indirectly" means that the purchase request initiated by the
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application automatically, for example, from procurement orders (MO,
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SO).
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A purchase request is an instruction to Purchasing to procure a certain
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quantity of materials services, so that they are available at a certain
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point in time.
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A line of a request contains the quantity and requested date of the
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material to be supplied or the quantity of the service to be performed.
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You can indicate the service specifications if needed.
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Once request is approved go to the Purchase Request Lines from the menu
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entry 'Purchase Requests', and also from the 'Purchase' menu.
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Select the lines that you wish to initiate the RFQ for, then go to
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'More' and press 'Create RFQ'.
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You can choose to select an existing RFQ or create a new one. In the
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later, you have to choose a supplier.
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In case that you chose to select an existing RFQ, the application will
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search for existing lines matching the request line, and will add the
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extra quantity to them, recalculating the minimum order quantity, if it
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exists for the supplier of that RFQ.
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In case that you create a new RFQ, the request lines will also be
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consolidated into as few as possible lines in the RFQ.
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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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To configure the product follow this steps:
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1. Go to a product form.
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2. Go to *Inventory* tab.
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3. Check the box *Purchase Request* along with the route *Buy*.
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With this configuration, whenever a procurement order is created and the
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supply rule selected is 'Buy' the application will create a Purchase
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Request instead of a Purchase Order.
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Usage
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=====
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Purchase requests are accessible through a new menu entry 'Purchase
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Requests', and also from the 'Purchase' menu.
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Users can access the list of Purchase Requests or Purchase Request
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Lines.
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It is possible to filter requests by its approval status.
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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_request%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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- Jonathan Nemry <jonathan.nemry@acsone.eu>
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- Aaron Henriquez <ahenriquez@forgeflow.com>
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- Adrien Peiffer <adrien.peiffer@acsone.eu>
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- Lois Rilo <lois.rilo@forgeflow.com>
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- Héctor Villarreal <hector.villarreal@forgeflow.com>
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- Ben Cai <ben.cai@elico-corp.com>
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- Rattapong Chokmasermkul <rattapongc@ecosoft.co.th>
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- Stefan Rijnhart <stefan@opener.amsterdam>
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Other credits
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-------------
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The development of this module has been financially supported by:
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|Aleph Objects, Inc|
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Images
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~~~~~~
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- Enric Tobella (logo)
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.. |Aleph Objects, Inc| image:: https://upload.wikimedia.org/wikipedia/en/3/3b/Aleph_Objects_Logo.png
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:target: https://www.alephobjects.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_request>`_ 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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