Project Purchase Management | Project-Based Procurement, Stock Receipts with Warehouse Address
by A Cloud ERP https://www.aclouderp.com$ 22.83
Project Purchase Management
Link purchase orders and stock receipts to projects — split receipts per project, apply project-specific operation types, and track every procurement line back to its project.
By A Cloud ERP
What does this module do?
In project-driven businesses, purchase orders must be tied to the project they serve. This module adds a Project field to purchase order headers and lines, automatically splits stock receipts by project on order confirmation, and applies the project's configured Operation Type — including its source and destination locations — to each receipt. Every purchase line and stock move carries the project tag, giving you end-to-end traceability from procurement to warehouse.
Key Features
Project on Purchase Order
A Project field on the purchase order header lets buyers assign an entire order to a project in one click. All new order lines automatically inherit this selection.
Per-Line Project Override
Each purchase order line exposes its own Project column. Lines can belong to different projects within the same order, enabling mixed-project procurement in a single PO.
Auto-Inherit Project on Lines
When a new line is added to a PO that already has a header project, the project is pre-filled automatically. The onchange also back-fills any existing lines that have no project yet.
Split Receipts by Project
On purchase confirmation, one stock receipt is created per unique project found on the order lines. Lines with no project are consolidated into a single unprojected receipt.
Operation Type from Project
Set a default Operation Type (stock.picking.type)
on the project. When a receipt is created for that project, the operation type
and its default source and destination locations are applied automatically.
Full Traceability
The project tag flows all the way through: Purchase Order → Purchase Order Line → Stock Receipt → Stock Move. Every inventory movement is traceable back to its originating project.
Partial Receipt Re-use
On re-confirmation after order changes, the module reuses existing open receipts for the same project and operation type rather than creating duplicates, keeping receipt history clean.
Filter & Group by Project
Search, filter, and group by project across Purchase Orders, Purchase Order Lines, and Stock Receipts. A dedicated Has Project filter instantly surfaces all project-linked records.
Multi-Company & Company Check
All project fields are company-scoped with check_company=True,
ensuring projects from one company never appear on another company's
purchase orders or receipts.
Business Flow
Configure the Project
Go to Project → Settings tab and set the Deliver To (Operation Type) field to the warehouse operation type that should handle receipts for this project.
Create a Purchase Order
Open a new RFQ or Purchase Order. Select a Project in the Other Information tab. All lines you add will inherit this project automatically.
Assign Projects per Line (optional)
Use the Project column in the order lines to assign individual lines to different projects. Mixed-project orders are fully supported.
Confirm the Order
Click Confirm Order. The system automatically creates one stock receipt per project group. Each receipt uses the project's configured operation type and locations.
Receive Goods per Project
Each project receipt is processed independently in the warehouse. Partial receipts are fully supported — re-confirmation reuses the existing open receipt without creating duplicates.
Track & Analyse
Filter or group Purchase Orders, Purchase Order Lines, and Stock Receipts by project at any time. Every stock move carries the project for full inventory traceability.
Feature Walkthrough
Project Settings on the Project Form
The Settings tab of every project gains a Deliver To field (an Operation Type). This determines which warehouse operation — and which source and destination stock locations — will be used when a purchase receipt is created for this project. Leave it empty to fall back to the purchase order's default operation type.
Project Field on Purchase Order & Lines
The purchase order form displays a Project field in the Other Information tab (after the Deliver To / Operation Type field). The order lines list view includes a Project column (optional, shown by default) so buyers can see and change the project per line without opening each line individually. Fields are read-only once the order is confirmed or cancelled, preventing accidental changes to locked documents.
Auto-Fill Project on New Lines
When the buyer selects a project on the purchase order header, an
onchange immediately fills the project on any existing lines that have
no project set yet. Lines added afterwards also inherit the header project at
creation time via the create override on purchase.order.line.
This eliminates repetitive data entry while still allowing individual lines to deviate.
Automatic Receipt Splitting by Project
On order confirmation, the standard _create_picking logic is overridden.
Purchase order lines are grouped by their (Project, Operation Type) pair.
One stock.picking is created per group, each tagged with its project and
configured with the project's operation type and locations. Lines with no project
are grouped into a standard receipt using the PO's default picking type.
Stock Receipt List — Project Column & Filters
The Stock Receipts (Transfers) list view shows a Project column (optional, shown by default) so warehouse staff can immediately see which project each receipt belongs to. The search view gains a searchable Project field, a Has Project quick filter, and a Group by Project option for batch processing of project-specific receipts.
Purchase Order List — Search, Filter & Group by Project
The purchase order list and purchase order line search views are extended with a searchable Project field, a Has Project filter, and Group by Project — making it easy for project managers and procurement teams to see all spending per project at a glance.
Odoo Store provides FREE 90-day support for questions, bugs, and issues related to this module (excluding data recovery), applicable from the date of purchase.
Got questions or need help? Get in touch.
info.aclouderp@gmail.com
Say hi to us on WhatsApp!
+8801903559562
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) • Purchase (purchase) • Invoicing (account) • Inventory (stock) |
| Lines of code | 241 |
| Technical Name |
project_purchase_management |
| License | OPL-1 |
| Website | https://www.aclouderp.com |
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