=========================
Purchase Partner Approval
=========================
..
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: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/14.0/purchase_partner_approval
:alt: OCA/purchase-workflow
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:alt: Try me on Runboat
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Require partners to be approved before thay can be used on Purchase Orders.
This does not require, but was designed to be used with
Partner Tier Validation (partner_tier_validation module).
Using that module, rules can be configured on who must approve,
before the Partner Stage can be changed to an apptoved one.
.. IMPORTANT::
This is an alpha version, the data model and design can change at any time without warning.
Only for development or testing purpose, do not use in production.
`More details on development status <https://odoo-community.org/page/development-status>`_
**Table of contents**
.. contents::
:local:
Configuration
=============
The Purchase Order validation rules are configurable.
By default Purchase Order confirmation is prevented is the Vendor or Drop Ship Address
is not approvaed to be used in Purchase.
To configure Purchase Order validations navigate to
Purchase / Configuration / Purchase Exception Rules.
You need to belong to the Exception Manager security group to see this menu option.
For new vendor to require approval before being sold to, configure the Contact Stages
appropriately. For example:
* Navigate to Contacts / Configuration / Contact Stages
* Edit the "Active" stage: uncheck "Default Stage" and check "Approved for Purchase"
* Edit the "Draft" stage: check "Default Stage" and uncheck "Approved for Purchase"
Usage
=====
To approve a Partner to be used in purchase:
* Edit the Partner form, and in the "Sales & Purchase" tab check the "Candidate to Purchase" box.
* Make sure the Parter is in a Stage that has the "Approved for Purchase" checkbox enabled.
If this is the case, the Partner will automatically have enabled the "Can Purchase To" checkbox.
found next to the "Candidate to Purchase" checkbox.
The "Candidate to Purchase" checkbox is only available in a draft/to approve Stage.
The "Can Purchase To" will only be set when moving to a Stage that is not draft/to approve.
Moving from an approved Stage to a draft one will not automatically reset the "Can Purchase To".
This means that removing from Can Purchase state also needs to go through an approval.
On a Purchase Order:
* The "Vendor" and "Drop Ship Address" selection lists
only propose partners you "Can Purchase To".
* The CONFIRM button will show a blocking exception message if the selected Customeror
Drop Ship Address do not have the "Can Purchase To" flag checked (this may vary depending
how the exception rules are configured).
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_partner_approval%0Aversion:%2014.0%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
~~~~~~~
* Open Source Integrators
Contributors
~~~~~~~~~~~~
* `Open Source Integrators <https://opensourceintegrators.com>`_.
* Daniel Reis <dreis@opensourceintegrators.com>
* Nikul Chaudhary <nchaudhary@opensourceintegrators.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.
.. |maintainer-dreispt| image:: https://github.com/dreispt.png?size=40px
:target: https://github.com/dreispt
:alt: dreispt
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-dreispt|
This module is part of the `OCA/purchase-workflow <https://github.com/OCA/purchase-workflow/tree/14.0/purchase_partner_approval>`_ 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 Partner Approval\n=========================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:20444cdbff8761cd05fba5a9917d67c8328c92a9e39d8eee45d18207665b05d4\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png\n :target: https://odoo-community.org/page/development-status\n :alt: Alpha\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/14.0/purchase_partner_approval\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-14-0/purchase-workflow-14-0-purchase_partner_approval\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=14.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nRequire partners to be approved before thay can be used on Purchase Orders.\n\nThis does not require, but was designed to be used with\nPartner Tier Validation (partner_tier_validation module).\n\nUsing that module, rules can be configured on who must approve,\nbefore the Partner Stage can be changed to an apptoved one.\n\n.. IMPORTANT::\n This is an alpha version, the data model and design can change at any time without warning.\n Only for development or testing purpose, do not use in production.\n `More details on development status <https://odoo-community.org/page/development-status>`_\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nThe Purchase Order validation rules are configurable.\nBy default Purchase Order confirmation is prevented is the Vendor or Drop Ship Address\nis not approvaed to be used in Purchase.\n\nTo configure Purchase Order validations navigate to\nPurchase / Configuration / Purchase Exception Rules.\nYou need to belong to the Exception Manager security group to see this menu option.\n\nFor new vendor to require approval before being sold to, configure the Contact Stages\nappropriately. For example:\n\n* Navigate to Contacts / Configuration / Contact Stages\n* Edit the \"Active\" stage: uncheck \"Default Stage\" and check \"Approved for Purchase\"\n* Edit the \"Draft\" stage: check \"Default Stage\" and uncheck \"Approved for Purchase\"\n\nUsage\n=====\n\nTo approve a Partner to be used in purchase:\n\n* Edit the Partner form, and in the \"Sales & Purchase\" tab check the \"Candidate to Purchase\" box.\n* Make sure the Parter is in a Stage that has the \"Approved for Purchase\" checkbox enabled.\n If this is the case, the Partner will automatically have enabled the \"Can Purchase To\" checkbox.\n found next to the \"Candidate to Purchase\" checkbox.\n\nThe \"Candidate to Purchase\" checkbox is only available in a draft/to approve Stage.\nThe \"Can Purchase To\" will only be set when moving to a Stage that is not draft/to approve.\nMoving from an approved Stage to a draft one will not automatically reset the \"Can Purchase To\".\nThis means that removing from Can Purchase state also needs to go through an approval.\n\nOn a Purchase Order:\n\n* The \"Vendor\" and \"Drop Ship Address\" selection lists\n only propose partners you \"Can Purchase To\".\n* The CONFIRM button will show a blocking exception message if the selected Customeror\n Drop Ship Address do not have the \"Can Purchase To\" flag checked (this may vary depending\n how the exception rules are configured).\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_partner_approval%0Aversion:%2014.0%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* Open Source Integrators\n\nContributors\n~~~~~~~~~~~~\n\n* `Open Source Integrators <https://opensourceintegrators.com>`_.\n\n * Daniel Reis <dreis@opensourceintegrators.com>\n * Nikul Chaudhary <nchaudhary@opensourceintegrators.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\n.. |maintainer-dreispt| image:: https://github.com/dreispt.png?size=40px\n :target: https://github.com/dreispt\n :alt: dreispt\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-dreispt| \n\nThis module is part of the `OCA/purchase-workflow <https://github.com/OCA/purchase-workflow/tree/14.0/purchase_partner_approval>`_ project on GitHub.\n\nYou are welcome to contribute. 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