Set Purchase Limit For Suppliers

by
Odoo

82.26

v 10.0 v 11.0 Third Party
Required Apps Invoicing (account)
Purchase Management (purchase)
Sales (sale)
Inventory Management (stock)
Lines of code 460
Technical Name vendors_debit_limit
LicenseOPL-1
Websitehttp://www.optima.co.ke
Also available in version v 11.0
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Required Apps Invoicing (account)
Purchase Management (purchase)
Sales (sale)
Inventory Management (stock)
Lines of code 460
Technical Name vendors_debit_limit
LicenseOPL-1
Websitehttp://www.optima.co.ke
Also available in version v 11.0

Enforce Purchase Limit When Confirming Purchase Orders

Use this App to display `limit exceeded` warnings and enforce purchase limit on P.Os. Notify your finance department via email for P.O limit increment or P.O approval. Full support for multi-currency, multi-company and multi-lingual environment.

A Pop-up Alert

For a supplier whose purchase limit will be exceeded if a purchase order is confirmed, you will receive a pop-up window with a warning on how much the limit will be exceeded. Also, other details related to the previous P.Os to the same supplier will be shown in summary. The warning will display the amount by which the limit you had previously set will be exceeded.

Previous Purchases Info

The Pop-up alert will also display a summary of previous purchases orders already confirmed and waiting payment. If there is any pending bill to be paid or a bill waiting to be validated, this info will be shown in a summary form to help you make a decision whether to extend the limit or clear the pending bills first.

Notify Finance Department

If the system detects that the purchase limit will be exceeded if the current P.O is confirmed, then you have an option to send an email quickly to your finance department to notify them of the pending bills from the supplier which are awaiting payment and needs to be cleared in order for the system to allow you to confirm the current P.O

Include/Exclude Taxes?

If you do not want to factor in taxes when determining whether the limit has been exceeded, This app will give you a checkbox to use to disable factoring in taxes in calculation. If taxes are not included, that means the purchase limit you are setting per supplier is tax exclusive.

Purchase Limit Pop-up Warning

Include/Exclude Tax in limit determination

Send Approval Email to Finance Dept.

Configure Default Purchase Limit To Use

Odoo Support Services

For bug reporting and fixing, enjoy our odoo support and development services from experienced team in Kenya

We are a highly qualified team of well-rounded software engineers and applications systems integrators specialised in open source ERP solutions for SMEs all over the world
Contacts
+254 715 956 855
+254 20 440 5077
OptimaICT
+optimaCoKeICT
@optima_ICT
www.optima.co.ke

Documentation

Installation

This Module is a standard Odoo Module. Once you purchase it, please follow the following steps to install it:

  • Odoo will send you a download link via email after successful purchase.
  • You need to extract the downloaded file into Odoo 'addons' directory where all other modules are kept.
  • You then need to click on Updates Apps list for the new module to appear on the list of Apps.
  • Then you click on Install and wait for it to finish
  • Refer to Module Description for configuration if any.

Configuration

Please refer to Module Description page for illustrated steps on how to configure and use it

Compatibility

  • Supports Odoo Version 10.0 Community & Enterprise Editions
Odoo Proprietary License v1.0

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