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Prevents overordering in the Purchase app with a Confirmation Wizard, 'Pending Orders' field, and activity tracking for repeated orders.

Project description

Beta License: AGPL-3 OCA/purchase-workflow Translate me on Weblate Try me on Runboat

This module adds the following features to the Purchase App:

Pending RFQ or Purchase orders with associated incoming stock picking not in the “Done” state for Product in PO Line:

  • RFQ Confirmation Wizard if there’s existing RFQ for the same products

  • Add “Pending orders” field to the PO Line

  • Assign Acitivty for the responsible user to check the associated orders

Table of contents

Use Cases / Context

This module helps prevent overordering of the same products by streamlining the control of Requests for Quotations (RFQs) and undelivered Purchase Orders (POs).

Configuration

To Configure the Activity for a responsible person to check the repeating RFQ/PO:

Go to Settings -> Purchase - > Orders

  • Enable the “Create Activity for Repeating Orders” Checkbox

  • Select the activity type in the “Activity” Field

  • Press the “Arrow button” to Configure the Default user for activity

Usage

Pending RFQ for Product in PO Line:

Go to the Purchase App:

  • Create a new order

  • Press the “Add a Line” button to add purchase line

  • Select a Product for the PO Line

  • If there are pending RFQs for the same product in the “Draft”/”Sent” state, or Purchase orders with associated incoming stock picking not in the “Done” state it will be shown in the “Pending order” field

  • Press the “Confirm Order” button to confirm the RFQ

  • If there’s a Pending RFQ’s for the products in PO Lines, the Confirmation wizard with Pending RFQ’s information will appear

  • Press the “Confirm” button to process with the order or “Cancel” to get back to RFQ

Bug Tracker

Bugs are tracked on GitHub 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.

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

Credits

Authors

  • Cetmix

Contributors

  • Cetmix

    • Ivan Sokolov

    • Mikhail Lapin

    • Maksim Shurupov

    • Dinar Gabbasov

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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 project on GitHub.

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

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