<h1 class="title">Partner Validation Sale</h1> <p>This module adds a supplier validation workflow. A supplier needs to be approved before any purchase order is confirmed.</p> <a name="supplier-approval-group"></a> <h2>Supplier Approval Group</h2> <p>A new group <cite>Supplier Approval</cite> is added.</p> <img alt="static/description/supplier_approval_group.png" src="static/description/supplier_approval_group.png" /> <p>This group allows to approve a partner as a supplier.</p> <a name="supplier-state"></a> <h2>Supplier State</h2> <p>In the form view of a partner, a new field <cite>Supplier State</cite> is added.</p> <img alt="static/description/partner_form.png" src="static/description/partner_form.png" /> <p>This field has 3 values:</p> <ul class="simple"> <li>New</li> <li>Confirmed</li> <li>Approved</li> </ul> <p>It is only visible if the partner is a supplier. It is only visible on a commercial partner (i.e. it is not visible on a contact or a billing address).</p> <a name="confirm"></a> <h3>Confirm</h3> <p>The <cite>Confirm</cite> button changes the supplier state to <cite>Confirmed</cite>.</p> <img alt="static/description/partner_form_confirm_button.png" src="static/description/partner_form_confirm_button.png" /> <img alt="static/description/partner_form_confirmed.png" src="static/description/partner_form_confirmed.png" /> <p>Any user with write access to the partner can click on the button.</p> <a name="approve"></a> <h3>Approve</h3> <p>The <cite>Approve</cite> button changes the supplier state to <cite>Approved</cite>.</p> <img alt="static/description/partner_form_approve_button.png" src="static/description/partner_form_approve_button.png" /> <img alt="static/description/partner_form_approved.png" src="static/description/partner_form_approved.png" /> <p>Only members of the group <cite>Supplier Approval</cite> can click on the button. The button is invisible for other users.</p> <a name="reject"></a> <h3>Reject</h3> <p>The <cite>Reject</cite> button changes the supplier state to <cite>New</cite>.</p> <img alt="static/description/partner_form_reject_button.png" src="static/description/partner_form_reject_button.png" /> <img alt="static/description/partner_form_new.png" src="static/description/partner_form_new.png" /> <p>Any user with write access to the partner can click on the button.</p> <a name="purchase-order-confirmation"></a> <h2>Purchase Order Confirmation</h2> <p>When confirming a request for quotation, if the commercial partner related to the supplier is not approved as a supplier, a blocking message is shown to the user.</p> <img alt="static/description/rfq_form.png" src="static/description/rfq_form.png" /> <img alt="static/description/rfq_form_error_message.png" src="static/description/rfq_form_error_message.png" /> <p>The supplier must be approved by a member of the <cite>Supplier Approval</cite> group before confirming the purchase order.</p> <a name="restricted-fields"></a> <h2>Restricted Fields</h2> <p>The restricted fields are documented with the module <cite>partner_validation</cite>: <a class="reference external" href="https://github.com/Numigi/odoo-partner-addons/tree/11.0/partner_validation">https://github.com/Numigi/odoo-partner-addons/tree/11.0/partner_validation</a>.</p> <p>When editing the value of a restricted field on an approved supplier, it shows a blocking message, if the user is not member of the group <cite>Supplier Approval</cite>.</p> <p>Suppose we have the following restricted fields for purchases.</p> <img alt="static/description/restricted_fields.png" src="static/description/restricted_fields.png" /> <p>As a user with no extra privileges, go to the form view of an approved supplier.</p> <img alt="static/description/approved_partner_form.png" src="static/description/approved_partner_form.png" /> <p>Change the value of one restricted field.</p> <img alt="static/description/approved_partner_form_edit.png" src="static/description/approved_partner_form_edit.png" /> <p>The blocking message is shown.</p> <img alt="static/description/approved_partner_form_error_message.png" src="static/description/approved_partner_form_error_message.png" /> <a name="contributors"></a> <h2>Contributors</h2> <ul class="simple"> <li>Numigi (tm) and all its contributors (<a class="reference external" href="https://bit.ly/numigiens">https://bit.ly/numigiens</a>)</li> <li>Akretion</li> </ul> <a name="more-information"></a> <h2>More information</h2> <ul class="simple"> <li>Meet us at <a class="reference external" href="https://bit.ly/numigi-com">https://bit.ly/numigi-com</a></li> </ul>