<h1 class="title">Purchase Order Approval Block</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/14.0/purchase_order_approval_block"><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-14-0/purchase-workflow-14-0-purchase_order_approval_block"><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/142/14.0"><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 block the approval of an RFQ when an Approval Block Reason has been provided. Upon confirmation of an RFQ the orders will be waiting for approval by a Manager.</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 / Configuration / Purchase Approval 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 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 indicate the approval block reason (found in the right hand side of the screen, below the order date).</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 for approval. It is also possible to search RFQ’s with a specific block reason.</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> <p>While the RFQ is in draft, members of security group ‘Release RFQ with approval block’, can see a button ‘Release Approval Block’. From this point and on, anyone seeing that RFQ will be able to validate it.</p> <a name="notifications-to-followers"></a> <h3><a class="toc-backref" href="#id7">Notifications to followers</a></h3> <p>Followers of the RFQ receive notifications when an approval block has been set or released.</p> <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_order_approval_block%0Aversion:%2014.0%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> </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/14.0/purchase_order_approval_block">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>