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purchase_order_block

Author: Eficent, SerpentCS, Odoo Community Association (OCA)
License: LGPL-3
Branch: 10.0-purchase_order_block
Repository: serpentcs-dev1/purchase-workflow
Dependencies: purchase
Languages: Python (145, 49.2%), XML (89, 30.2%), and reStructuredText (61, 20.7%)

<img alt="License LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.svg"> <a name="purchase-order-block"></a> <h2>Purchase Order Block</h2> <p>This module allows you to block the validation of a Purchase Order providing a block reason.</p> <a name="configuration"></a> <h3>Configuration</h3> <ul class="simple"> <li>Go to ‘Purchases / Configuration / Purchase Block Reasons’ and create the blocking reasons as needed, providing a name and a description. A field ‘Active’ allows you to deactivate the reason if you do not plan to use it any more.</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> <ol class="arabic simple"> <li>Go to ‘Purchases / Purchase / Requests for Quotation’</li> <li>Create a new RFQ and indicate the blocking reason (found in the right hand side of the screen, below the order date). Upon save, the blocking is not editable anymore, and a notification has been logged into the chatter, indicating ‘Order blocked with reason xyz’, so that all followers can receive it.</li> </ol> <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 a specific block reason.</p> <a name="release-the-purchase-block"></a> <h4>Release the purchase block</h4> <ol class="arabic simple"> <li>Access to an existing RFQ that is blocked.</li> <li>If your user is member of security group ‘Release blocked RFQ’, she/he will see a button ‘Release block’. When pressing it a notification will be sent to all the followers again, with message ‘Order with block xyz has now been released’.</li> <li>From this point and on, anyone seeing that RFQ will be able to validate it.</li> </ol> <a name="validate-the-rfq"></a> <h4>Validate the RFQ</h4> <ol class="arabic simple"> <li>Press the button ‘Validate’. If there’s a block, and you do not have</li> </ol> <blockquote> permissions, you will get an error message indicating that the RFQ is blocked, and the reason. You will need to request it to be released by an authorized user.</blockquote> <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="https://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>