<h1 class="title">Purchase Minimum Amount</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/purchase-workflow/tree/13.0/purchase_minimum_amount"><img alt="OCA/purchase-workflow" src="https://img.shields.io/badge/github-OCA%2Fpurchase--workflow-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/purchase-workflow-13-0/purchase-workflow-13-0-purchase_minimum_amount"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/142/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module allows you to establish and automate a specific Purchase Order Approval Block Reason in the system: the 'Minimum Purchase Order Amount per Vendor'.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a><ul> <li><a class="reference internal" href="#set-the-purchase-approval-block" id="id3">Set the Purchase Approval Block</a></li> <li><a class="reference internal" href="#search-existing-rfq" id="id4">Search existing RFQ</a></li> <li><a class="reference internal" href="#confirm-the-rfq" id="id5">Confirm the RFQ</a></li> <li><a class="reference internal" href="#release-the-purchase-approval-block" id="id6">Release the purchase approval block</a></li> <li><a class="reference internal" href="#notifications-to-followers" id="id7">Notifications to followers</a></li> </ul> </li> <li><a class="reference internal" href="#bug-tracker" id="id8">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id9">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id10">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id11">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id12">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <ul class="simple"> <li>Go to 'Purchases / Purchase / 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 RFQ with approval block' to users that should be able to release the block. Users in group 'Purchase / Managers' are by default assigned to this group.</li> </ul> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <a name="set-the-purchase-approval-block"></a> <h3><a class="toc-backref" href="#id3">Set the Purchase Approval Block</a></h3> <ol class="arabic simple"> <li>Go to 'Purchases / Purchase / Requests for Quotation'</li> <li>Create a new RFQ and upon saving if the Untaxed Amount is below the Purchase Minimum Amount specified in that vendor, then the Approval Block Reason is automatically set and the Approval Block Reason is not editable anymore.</li> </ol> <a name="search-existing-rfq"></a> <h3><a class="toc-backref" href="#id4">Search existing RFQ</a></h3> <p>There is a filter 'Blocked' to search for orders that are blocked. It is also possible to search RFQ’s with the Approval Block Reason 'Minimum Purchase Order Amount per Vendor'.</p> <a name="confirm-the-rfq"></a> <h3><a class="toc-backref" href="#id5">Confirm the RFQ</a></h3> <ol class="arabic simple"> <li>Press the button ‘Confirm’. If there’s an approval block, the order will be set to status 'To Approve'. You will then need to request a Purchase Manager to approve it.</li> </ol> <a name="release-the-purchase-approval-block"></a> <h3><a class="toc-backref" href="#id6">Release the purchase approval block</a></h3> <ol class="arabic simple"> <li>All the RFQ’s with a total amount surpassing the specified Minimum Purchase Order Amount for that vendor (excluding taxes) are automatically released.</li> <li>If a blocked RFQ without surpassing the minimum amount wants to be released, a user member of the security group 'Release RFQ with approval block' can see a button 'Release Approval Block'. When pressing it, anyone seeing that RFQ is able to validate it.</li> </ol> <a name="notifications-to-followers"></a> <h3><a class="toc-backref" href="#id7">Notifications to followers</a></h3> <ol class="arabic simple"> <li>Followers of the RFQ receive notifications when an approval block has been set or released.</li> </ol> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id8">Bug Tracker</a></h2> <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 <a class="reference external" href="https://github.com/OCA/purchase-workflow/issues/new?body=module:%20purchase_minimum_amount%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id9">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id10">Authors</a></h3> <ul class="simple"> <li>ForgeFlow</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id11">Contributors</a></h3> <ul class="simple"> <li>Jordi Ballester Alomar &lt;<a class="reference external" href="mailto:jordi.ballester&#64;forgeflow.com">jordi.ballester&#64;forgeflow.com</a>&gt;</li> <li>Roser Garcia &lt;<a class="reference external" href="mailto:roser.garcia&#64;forgeflow.com">roser.garcia&#64;forgeflow.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> <li>Nikul Chaudhary &lt;<a class="reference external" href="mailto:nikulchaudhary2112&#64;gmail.com">nikulchaudhary2112&#64;gmail.com</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id12">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <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>This module is part of the <a class="reference external" href="https://github.com/OCA/purchase-workflow/tree/13.0/purchase_minimum_amount">OCA/purchase-workflow</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>