=======================
Purchase Minimum Amount
=======================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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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/13.0/purchase_minimum_amount
:alt: OCA/purchase-workflow
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:alt: Translate me on Weblate
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This module allows you to establish and automate a specific Purchase Order
Approval Block Reason in the system: the 'Minimum Purchase Order Amount per
Vendor'.
**Table of contents**
.. contents::
:local:
Configuration
=============
* Go to 'Purchases / Purchase / Vendors'
* Click on a Vendor and inside the 'Sales & Purchases' page specify the
non-required field 'Minimum Purchase Amount'.
* 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 upon saving if the Untaxed Amount is below the
Purchase Minimum Amount specified in that vendor, then the Approval Block
Reason is automatically set and the Approval Block Reason is not editable
anymore.
Search existing RFQ
~~~~~~~~~~~~~~~~~~~
There is a filter 'Blocked' to search for orders that are blocked.
It is also possible to search RFQ’s with the Approval Block Reason 'Minimum
Purchase Order Amount per Vendor'.
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
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
#. All the RFQ’s with a total amount surpassing the specified Minimum Purchase
Order Amount for that vendor (excluding taxes) are automatically released.
#. If a blocked RFQ without surpassing the minimum amount wants to be
released, a user member of the security group 'Release RFQ with approval
block' can see a button 'Release Approval Block'. When pressing it, anyone
seeing that RFQ is 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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/purchase-workflow/issues/new?body=module:%20purchase_minimum_amount%0Aversion:%2013.0%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>
* Nikul Chaudhary <nikulchaudhary2112@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/13.0/purchase_minimum_amount>`_ 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 Minimum Amount\n=======================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\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/13.0/purchase_minimum_amount\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-13-0/purchase-workflow-13-0-purchase_minimum_amount\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n :target: https://runbot.odoo-community.org/runbot/142/13.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module allows you to establish and automate a specific Purchase Order\nApproval Block Reason in the system: the 'Minimum Purchase Order Amount per\nVendor'.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\n* Go to 'Purchases / Purchase / Vendors'\n* Click on a Vendor and inside the 'Sales & Purchases' page specify the\n non-required field 'Minimum Purchase Amount'.\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 'Purchases / Purchase / Requests for Quotation'\n#. Create a new RFQ and upon saving if the Untaxed Amount is below the\n Purchase Minimum Amount specified in that vendor, then the Approval Block\n Reason is automatically set and the Approval Block Reason is not editable\n anymore.\n\nSearch existing RFQ\n~~~~~~~~~~~~~~~~~~~\n\nThere is a filter 'Blocked' to search for orders that are blocked.\nIt is also possible to search RFQ\u2019s with the Approval Block Reason 'Minimum\nPurchase Order Amount per Vendor'.\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\n#. All the RFQ\u2019s with a total amount surpassing the specified Minimum Purchase\n Order Amount for that vendor (excluding taxes) are automatically released.\n#. If a blocked RFQ without surpassing the minimum amount wants to be\n released, a user member of the security group 'Release RFQ with approval\n block' can see a button 'Release Approval Block'. When pressing it, anyone\n seeing that RFQ is able to validate it.\n\nNotifications to followers\n~~~~~~~~~~~~~~~~~~~~~~~~~~\n\n#. Followers of the RFQ receive notifications when an approval block has been\n set 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 smashing it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/purchase-workflow/issues/new?body=module:%20purchase_minimum_amount%0Aversion:%2013.0%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* Nikul Chaudhary <nikulchaudhary2112@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/13.0/purchase_minimum_amount>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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