<img alt="License LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.svg"> <a name="minimum-purchase-order-value-per-vendor"></a> <h2>Minimum Purchase Order Value per Vendor</h2> <p>This module allows you to to establish and automate a specific Purchase Order Block Reason in the system: the &quot;Minimum Purchase Order Value per Vendor&quot;.</p> <p>This module depends on Purchase Order Block. You can find this module in: <a class="reference external" href="https://github.com/OCA/purchase-workflow/purchase_order_block">https://github.com/OCA/purchase-workflow/purchase_order_block</a></p> <a name="configuration"></a> <h3>Configuration</h3> <ul class="simple"> <li>Go to ‘Purchases / Vendors’</li> <li>Click on a Vendor and inside the ‘Sales &amp; Purchases’ page specify the non-required field ‘Minimum Purchase Amount’.</li> <li>Assign the security group “Release blocked RFQ” to users that should be able to release the block.</li> </ul> <a name="usage"></a> <h3>Usage</h3> <a name="set-the-purchase-block"></a> <h4>Set the purchase block</h4> <p># Go to ‘Purchases / Purchase / Requests for Quotation’ # Create a new RFQ and you will see that by default the blocking reason</p> <blockquote> ‘Minimum Purchase Order Value per Vendor’ is assigned to the field ‘Blocking reason’. Upon save, the blocking is not editable anymore, and a notification has been logged into the chatter, indicating ‘Order blocked with reason Minimum Purchase Order Value per Vendor’, so that all followers can receive it.</blockquote> <a name="search-existing-rfq"></a> <h4>Search existing RFQ</h4> <p>There is a filter ‘Blocked’ to search for orders that are blocked. It is also possible to search RFQ’s with the Blocking reason ‘Minimum Purchase Order Value per Vendor’.</p> <a name="release-the-purchase-block"></a> <h4>Release the purchase block</h4> <dl class="docutils"> <dt># All the RFQ’s with a total amount surpassing the specified minimum purchase</dt> <dd>order value for that vendor (excluding taxes) will be automatically released and a notification will be sent to all the followers of that RFQ with a message ‘Order with block Minimum Purchase Order Value per Vendor has now been released’.</dd> <dt># If a blocked RFQ without surpassing the minimum value wants to be released, a</dt> <dd>user member of the security group “Release blocked RFQ” will see a button “Release block”. When pressing it a notification will be sent to all the followers as well.</dd> </dl> <p># From this point and on, anyone seeing that RFQ will be able to validate it.</p> <a name="validate-the-rfq"></a> <h4>Validate the RFQ</h4> <dl class="docutils"> <dt># Press the button “Validate”. If there’s a block, and you do not have</dt> <dd>permissions, you will get an error message indicating that the RFQ is blocked because the total amount is below the vendor’s minimum value. You will need to wait until the minimum quantity is surpassed or request for it to be released by an authorized user.</dd> </dl> <a name="technical-notes"></a> <h3>Technical notes</h3> <p>A Block Reason ‘Minimum Purchase Order Value per Vendor’ is created in the Purchase Order Block during install.</p> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/142/10.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a> <a name="bug-tracker"></a> <h3>Bug Tracker</h3> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/purchase-workflow/issues">GitHub Issues</a>. 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.</p> <a name="credits"></a> <h3>Credits</h3> <a name="contributors"></a> <h4>Contributors</h4> <ul class="simple"> <li>Jordi Ballester Alomar &lt;<a class="reference external" href="mailto:jordi.ballester&#64;eficent.com">jordi.ballester&#64;eficent.com</a>&gt;</li> <li>Roser Garcia &lt;<a class="reference external" href="mailto:roser.garcia&#64;eficent.com">roser.garcia&#64;eficent.com</a>&gt;</li> <li>Darshan Patel &lt;<a class="reference external" href="mailto:darshan.patel.serpentcs&#64;gmail.com">darshan.patel.serpentcs&#64;gmail.com</a>&gt;</li> </ul> <a name="maintainer"></a> <h4>Maintainer</h4> <a class="reference external image-reference" href="http://odoo-community.org"><img alt="Odoo Community Association" src="http://odoo-community.org/logo.png" /></a> <p>This module is maintained by the OCA.</p> <p>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.</p> <p>To contribute to this module, please visit <a class="reference external" href="http://odoo-community.org">http://odoo-community.org</a>.</p>