| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 212 |
| Technical Name |
merge_purchase_order |
| License | OPL-1 |
| Website | https://www.aktivsoftware.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
- Compatible with:
-
Odoo Enterprise (Odoo.sh & On Premise)
-
Odoo Community
Odoo Enterprise (Odoo.sh & On Premise)
Overview Overview
Sometimes businesses need to combine multiple Request for Quotations (RFQs) into a single Purchase Order for easier vendor management and procurement processing. This module helps users merge multiple RFQs into one Purchase Order directly from the RFQ list view. Users can select multiple RFQs in the Request for Quotation stage and use the Merge Orders option from the Action menu to merge them using different merge methods.
Explore this module
As shown in the image, when the user selects two or more RFQs and clicks on the Action menu, they can merge the orders by selecting the Merge Orders option.
Merge Order Options
When clicking on Merge Orders, the system provides the following merge options:
A) Create a new Purchase Order and cancel selected RFQs.
B) Create a new Purchase Order and delete selected RFQs.
C) Merge into an existing Purchase Order and cancel remaining RFQs.
D) Merge into an existing Purchase Order and delete remaining RFQs.
E) Create a new Purchase Order and keep source RFQs with remaining quantities.
When clicking on Merge Orders, the system provides the following merge options:
A) Create a new Purchase Order and cancel selected RFQs.
B) Create a new Purchase Order and delete selected RFQs.
C) Merge into an existing Purchase Order and cancel remaining RFQs.
D) Merge into an existing Purchase Order and delete remaining RFQs.
E) Create a new Purchase Order and keep source RFQs with remaining quantities.
Let's consider merging two RFQs using the first option — Create a new Purchase Order and cancel selected RFQs. After clicking on the Merge Orders button, a new merged Purchase Order will be created and the selected RFQs will be cancelled.
Let's consider another scenario where the same product exists in multiple RFQs. If the analytic accounts are different, the product lines will not merge.
If the analytic accounts are the same, the product lines will merge into a single line with updated quantity.
Let's consider merging RFQs using the option — Merge into an existing Purchase Order and delete remaining RFQs. A Purchase Order field will appear where the user can select the existing Purchase Order in which other RFQs will be merged.
After clicking on the Merge Orders button, all selected RFQs will merge into the selected Purchase Order and the remaining RFQs will be deleted.
Let's consider merging RFQs using the option — Merge into an existing Purchase Order and cancel remaining RFQs. After clicking on the Merge Orders button, all selected RFQs will merge into the selected Purchase Order and the remaining RFQs will be cancelled.
Let's consider another scenario using the option — Create a new Purchase Order and keep source RFQs with remaining quantities.
The selected RFQs must belong to the same vendor. Otherwise, the system will display a warning message and prevent the merge operation.
Suggested Apps
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module