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Approval to RFQ with Supplier To Be Defined

by
Odoo

$ 150.86

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Approvals (approvals)
• Purchase (purchase)
• Discuss (mail)
• Employees (hr)
• Invoicing (account)
Community Apps Dependencies
Lines of code 237
Technical Name fal_approvals_purchase
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-ppm-0011-approval-to-rfq-with-supplier-to-be-defined-6013
Versions 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Approvals (approvals)
• Purchase (purchase)
• Discuss (mail)
• Employees (hr)
• Invoicing (account)
Community Apps Dependencies
Lines of code 237
Technical Name fal_approvals_purchase
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-ppm-0011-approval-to-rfq-with-supplier-to-be-defined-6013
Versions 18.0 19.0

STORY BEHIND THE FEATURES

ODOO BEHAVIOUR

Odoo introduces "Create RFQ's" feature on Approvals. It is easy to set approvers (authorizers) and manage procurement requests from different departments to the procurement department. However, it blocks the ability to create an RFQ after approval if there is no predefined vendor for requested products. Moreover, in Odoo, when creating a request for quotation (RFQ) through Approvals , users can add a product and enter a custom description. However, after the approver reviews and approves the request, upon generating the RFQ, the custom description disappears and is replaced by the product's default description from the product master data.

CLUEDOO BEHAVIOUR

Cluedoo enhances Odoo's features by:

  1. Removing the Block : Enabling a "Supplier to be defined" option for cases where vendors are unavailable, allowing RFQs to be created even without a predefined vendor.
  2. Adding Analytic Distribution : Introducing Analytic Distribution in the Create RFQs process, which is inherited in Purchase Order lines for better cost tracking and analysis.
  3. Applicability Selection in Analytic Plan for Approval Purchase : Providing the ability to select and apply specific analytic plans during the approval process, ensuring accurate budget allocation and financial tracking from the procurement request stage.
  4. Transfer Description from Approvals to RFQ: ensure any custom product description entered during the Approvals process is seamlessly transferred to the generated RFQ
  5. Buyer field and RFQ Created/Done status

CLUEDOO RECOMMENDATION

Install on 100% of your database as a useful tool for streamlining the procurement process.

OUR FEATURES AS SOLUTIONS

Enable the ability to create an RFQ from approval without an available vendor

Applicability Selection in analytic plan for Approval Purchase

Transfer Description from Approvals to RFQ

Buyer field and RFQ Created/Done status


​ ​ ​ ​ ​ ​ ​ ​ ​ ​  HOW TO USE THIS MODULE

SUPPLIER TO BE DEFINED


1. On Approvals, a User will submit a "Create RFQ's" request.

2. Upon approval, the approver clicks the "Create RFQ's" button. A draft purchase order will automatically generate with "Supplier to be defined" as the Vendor.

ADD ANALYTIC DISTRIBUTION IN "CREATE RFQ'S"


1. On the user profile:

- Approvals > Create RFQ's > New Request > Fill in the information and add Analytic Distribution > Submit

Remember to add the Approver(s) as well

2.  On approver's profile:

Approvals > Create RFQ's > To review > Choose the request that you want to approve > Approve


You can create a draft PO by clicking Create RFQ's after it has been approved > Analytic Distribution will be inherited in the PO lines

Alternatively, you can go to the user profile > Approvals > My approvals > My requests > Approved > Choose the ones you want to create a draft PO > Create RFQ's

APPLICABILITY

1. Go to Analytic Plan > choose Projects > you can change the applicability for using the analytic plan of the domain Approval Purchase .

Note: If you set Default Applicability, then it'll automatically apply to all the models unless you set it differently for specific model(s)

2. Go to Approvals > Create new request on Create RFQ's

2.1 If you choose applicability = mandatory for Approval Purchase , you will have to choose Projects in Analytic Distribution before saving. Following that, the workflow will resume normally.

2.2. If you choose applicability is optional for Approval Purchase you can choose Projects or not in Analytic Distribution before saving.

2.3. If you choose applicability is unavailable for Approval Purchase , you cannot choose Projects in Analytic Distribution.

DESCRIPTION PROPAGATION

On the user's dashboard

Go to Approvals > Create RFQ's > New Request > Fill in the necessary information and add a description to the product > Submit

On the approver's dashboard

Go to Approvals > Create RFQ's/To review OR Manager/Approvals to Review > Choose the one(s) you want to review > Approve > Create RFQ's > A Request for Quotation has been created

The description that you add in Approvals is inherited in RFQ

DESCRIPTION ENGINE SAME AS IN PO

If your product has an Internal Reference and a Purchase Description
When you create an approval, the Description field will show [Internal Reference] Product Name + Purchase Description , as in Purchase Order

BUYER IN APPROVALS AND "RFQ CREATED" STATUS

  1. Go to Approvals > Fill in the Buyer field and other necessary information > Submit
2. After the Approver approves the request > Create RFQ's
3. An RFQ will be created and the status will change to RFQ Created
We have a Done status that can be managed manually
4. You can also Group by Buyer , so it is easier to sort 







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