v 14.0 Third Party 9
Download for v 14.0 Deploy on Odoo.sh
Required Apps Purchase (purchase)
Invoicing (account)
Included Dependencies
Lines of code 863
Technical Name purchase_partner_approval
LicenseAGPL-3
Websitehttps://github.com/OCA/purchase-workflow
You bought this module and need support? Click here!

Purchase Partner Approval

Alpha License: AGPL-3 OCA/purchase-workflow Translate me on Weblate Try me on Runbot

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

Table of contents

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. 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.

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

Credits

Authors

  • Open Source Integrators

Contributors

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.

Current maintainer:

dreispt

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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author, please use the developer contact information. They can usually be found in the description.
Please choose a rating from 1 to 5 for this module.