Author: |
Numigi |
License: |
LGPL-3 |
Branch: |
11.0 |
Repository: |
Numigi/odoo-partner-addons |
Dependencies: |
base,
partner_validation,
purchase,
and
web |
Languages: |
CSS (3, 0.7%),
PO File (45, 10.4%),
Python (268, 62.2%),
XML (63, 14.6%),
and
reStructuredText (52, 12.1%) |
Other branches: |
12.0,
14.0,
40112,
TA#46412---migration_modules_flex,
TA#47980,
TA#47980---partner_phone_validation,
TA#47980--contacts_config_menu_moved_right,
TA#48575,
TA#50667,
and
TA#50761 |
<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>