odoo-addon-purchase-order-approval-block


Nameodoo-addon-purchase-order-approval-block JSON
Version 16.0.1.0.0.4 PyPI version JSON
download
home_pagehttps://github.com/OCA/purchase-workflow
SummaryPurchase Order Approval Block
upload_time2025-02-25 03:24:18
maintainerNone
docs_urlNone
authorForgeFlow, Odoo Community Association (OCA)
requires_python>=3.10
licenseAGPL-3
keywords
VCS
bugtrack_url
requirements openupgradelib
Travis-CI No Travis.
coveralls test coverage No coveralls.
            =============================
Purchase Order Approval Block
=============================

.. 
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpurchase--workflow-lightgray.png?logo=github
    :target: https://github.com/OCA/purchase-workflow/tree/16.0/purchase_order_approval_block
    :alt: OCA/purchase-workflow
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    :target: https://translation.odoo-community.org/projects/purchase-workflow-16-0/purchase-workflow-16-0-purchase_order_approval_block
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
    :target: https://runboat.odoo-community.org/builds?repo=OCA/purchase-workflow&target_branch=16.0
    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows you to block the approval of an RFQ when an Approval
Block Reason has been provided. Upon confirmation of an RFQ the orders will be
waiting for approval by a Manager.

**Table of contents**

.. contents::
   :local:

Configuration
=============

* Go to ‘Purchases / Configuration / Purchase Approval Block Reasons’ and create
  the blocking reasons as needed, providing a name and a description. A field
  ‘Active’ allows you to deactivate the reason if you do not plan to use it
  any more.
* Assign the security group 'Release RFQ with approval block' to users that
  should be able to release the block. Users in group 'Purchase / Managers'
  are by default assigned to this group.

Usage
=====

Set the Purchase Approval Block
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

#. Go to ‘Purchases / Purchase / Requests for Quotation’
#. Create a new RFQ and indicate the approval block reason (found in the
   right hand side of the screen, below the order date).

Search existing RFQ
~~~~~~~~~~~~~~~~~~~

There is a filter ‘Blocked’ to search for orders that are blocked for approval.
It is also possible to search RFQ’s with a specific block reason.

Confirm the RFQ
~~~~~~~~~~~~~~~

#. Press the button ‘Confirm’. If there’s an approval block, the order will
   be set to status 'To Approve'. You will then need to request a Purchase
   Manager to approve it.

Release the purchase approval block
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

While the RFQ is in draft, members of security group ‘Release RFQ with approval block’,
can see a button ‘Release Approval Block’. From this point and on, anyone
seeing that RFQ will be able to validate it.

Notifications to followers
~~~~~~~~~~~~~~~~~~~~~~~~~~

Followers of the RFQ receive notifications when an approval block has been
set or released.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/purchase-workflow/issues>`_.
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
`feedback <https://github.com/OCA/purchase-workflow/issues/new?body=module:%20purchase_order_approval_block%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* ForgeFlow

Contributors
~~~~~~~~~~~~

* Jordi Ballester Alomar <jordi.ballester@forgeflow.com>
* Roser Garcia <roser.garcia@forgeflow.com>
* Darshan Patel <darshan.patel.serpentcs@gmail.com>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

This module is part of the `OCA/purchase-workflow <https://github.com/OCA/purchase-workflow/tree/16.0/purchase_order_approval_block>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

            

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    "description": "=============================\nPurchase Order Approval Block\n=============================\n\n.. \n   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n   !! This file is generated by oca-gen-addon-readme !!\n   !! changes will be overwritten.                   !!\n   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n   !! source digest: sha256:5a8e994cddf30485f4fedae5e3124314a9afeb1c518fb69816f651e5605c2142\n   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n    :target: https://odoo-community.org/page/development-status\n    :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n    :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpurchase--workflow-lightgray.png?logo=github\n    :target: https://github.com/OCA/purchase-workflow/tree/16.0/purchase_order_approval_block\n    :alt: OCA/purchase-workflow\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n    :target: https://translation.odoo-community.org/projects/purchase-workflow-16-0/purchase-workflow-16-0-purchase_order_approval_block\n    :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n    :target: https://runboat.odoo-community.org/builds?repo=OCA/purchase-workflow&target_branch=16.0\n    :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module allows you to block the approval of an RFQ when an Approval\nBlock Reason has been provided. Upon confirmation of an RFQ the orders will be\nwaiting for approval by a Manager.\n\n**Table of contents**\n\n.. contents::\n   :local:\n\nConfiguration\n=============\n\n* Go to \u2018Purchases / Configuration / Purchase Approval Block Reasons\u2019 and create\n  the blocking reasons as needed, providing a name and a description. A field\n  \u2018Active\u2019 allows you to deactivate the reason if you do not plan to use it\n  any more.\n* Assign the security group 'Release RFQ with approval block' to users that\n  should be able to release the block. Users in group 'Purchase / Managers'\n  are by default assigned to this group.\n\nUsage\n=====\n\nSet the Purchase Approval Block\n~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\n\n#. Go to \u2018Purchases / Purchase / Requests for Quotation\u2019\n#. Create a new RFQ and indicate the approval block reason (found in the\n   right hand side of the screen, below the order date).\n\nSearch existing RFQ\n~~~~~~~~~~~~~~~~~~~\n\nThere is a filter \u2018Blocked\u2019 to search for orders that are blocked for approval.\nIt is also possible to search RFQ\u2019s with a specific block reason.\n\nConfirm the RFQ\n~~~~~~~~~~~~~~~\n\n#. Press the button \u2018Confirm\u2019. If there\u2019s an approval block, the order will\n   be set to status 'To Approve'. You will then need to request a Purchase\n   Manager to approve it.\n\nRelease the purchase approval block\n~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\n\nWhile the RFQ is in draft, members of security group \u2018Release RFQ with approval block\u2019,\ncan see a button \u2018Release Approval Block\u2019. From this point and on, anyone\nseeing that RFQ will be able to validate it.\n\nNotifications to followers\n~~~~~~~~~~~~~~~~~~~~~~~~~~\n\nFollowers of the RFQ receive notifications when an approval block has been\nset or released.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/purchase-workflow/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/purchase-workflow/issues/new?body=module:%20purchase_order_approval_block%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* ForgeFlow\n\nContributors\n~~~~~~~~~~~~\n\n* Jordi Ballester Alomar <jordi.ballester@forgeflow.com>\n* Roser Garcia <roser.garcia@forgeflow.com>\n* Darshan Patel <darshan.patel.serpentcs@gmail.com>\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n   :alt: Odoo Community Association\n   :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\nThis module is part of the `OCA/purchase-workflow <https://github.com/OCA/purchase-workflow/tree/16.0/purchase_order_approval_block>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n",
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