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purchase_request

Author: ForgeFlow, Odoo Community Association (OCA)
License: LGPL-3
Branch: 15.0-t-25872-joz
Repository: adhoc-dev/purchase-workflow
Dependencies: product, purchase, purchase_stock, stock, and web
Languages: HTML (398, 0.9%), PO File (39600, 89.2%), Python (2756, 6.2%), XML (1518, 3.4%), and reStructuredText (133, 0.3%)
Other branches: 13.0-h-50792-bz, 13.0-h-50792-vib, 13.0-h-52873-awe, 13.0-h-52873-awe-2, 13.0-h-52875-vib, 13.0-mig-purchase_all_shipments, 13.0-mig-purchase_request_to_requisition, 13.0-t-55241-joz, 14.0-h-52875-vib, 14.0-mig-purchase_order_line_description, 14.0-mig-purchase_requisition_line_description, 15.0-h-52875-vib, 15.0-mig-purchase_all_shipments, 15.0-mig-purchase_request_department, 16.0-FIX-COPIER-TEMPLATE, 16.0-mig-purchase_all_shipments, 9.0-FIX-purchase_order_type_menu, and 9.0-mig-purchase_all_shipments
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<h1 class="title">Purchase Request</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/15.0/purchase_request"><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-15-0/purchase-workflow-15-0-purchase_request"><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/142/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>You use this module if you wish to give notification of requirements of materials and/or external services and keep track of such requirements.</p> <p>Requests can be created either directly or indirectly. &quot;Directly&quot; means that someone from the requesting department enters a purchase request manually.</p> <p>The person creating the request determines what and how much to order, and the requested date.</p> <p>&quot;Indirectly&quot; means that the purchase request initiated by the application automatically, for example, from procurement orders (MO, SO).</p> <p>A purchase request is an instruction to Purchasing to procure a certain quantity of materials services, so that they are available at a certain point in time.</p> <p>A line of a request contains the quantity and requested date of the material to be supplied or the quantity of the service to be performed. You can indicate the service specifications if needed.</p> <p>Once request is approved go to the Purchase Request Lines from the menu entry 'Purchase Requests', and also from the 'Purchase' menu.</p> <p>Select the lines that you wish to initiate the RFQ for, then go to 'More' and press 'Create RFQ'.</p> <p>You can choose to select an existing RFQ or create a new one. In the later, you have to choose a supplier.</p> <p>In case that you chose to select an existing RFQ, the application will search for existing lines matching the request line, and will add the extra quantity to them, recalculating the minimum order quantity, if it exists for the supplier of that RFQ.</p> <p>In case that you create a new RFQ, the request lines will also be consolidated into as few as possible lines in the RFQ.</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></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#other-credits" id="id7">Other credits</a><ul> <li><a class="reference internal" href="#images" id="id8">Images</a></li> </ul> </li> <li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To configure the product follow this steps:</p> <ol class="arabic simple"> <li>Go to a product form.</li> <li>Go to <em>Inventory</em> tab.</li> <li>Check the box <em>Purchase Request</em> along with the route <em>Buy</em>.</li> </ol> <p>With this configuration, whenever a procurement order is created and the supply rule selected is 'Buy' the application will create a Purchase Request instead of a Purchase Order.</p> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>Purchase requests are accessible through a new menu entry 'Purchase Requests', and also from the 'Purchase' menu.</p> <p>Users can access the list of Purchase Requests or Purchase Request Lines.</p> <p>It is possible to filter requests by its approval status.</p> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">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_request%0Aversion:%2015.0%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="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>ForgeFlow</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">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>Jonathan Nemry &lt;<a class="reference external" href="mailto:jonathan.nemry&#64;acsone.eu">jonathan.nemry&#64;acsone.eu</a>&gt;</li> <li>Aaron Henriquez &lt;<a class="reference external" href="mailto:ahenriquez&#64;forgeflow.com">ahenriquez&#64;forgeflow.com</a>&gt;</li> <li>Adrien Peiffer &lt;<a class="reference external" href="mailto:adrien.peiffer&#64;acsone.eu">adrien.peiffer&#64;acsone.eu</a>&gt;</li> <li>Lois Rilo &lt;<a class="reference external" href="mailto:lois.rilo&#64;forgeflow.com">lois.rilo&#64;forgeflow.com</a>&gt;</li> <li>Héctor Villarreal &lt;<a class="reference external" href="mailto:hector.villarreal&#64;forgeflow.com">hector.villarreal&#64;forgeflow.com</a>&gt;</li> <li>Ben Cai &lt;<a class="reference external" href="mailto:ben.cai&#64;elico-corp.com">ben.cai&#64;elico-corp.com</a>&gt;</li> <li>Rattapong Chokmasermkul &lt;<a class="reference external" href="mailto:rattapongc&#64;ecosoft.co.th">rattapongc&#64;ecosoft.co.th</a>&gt;</li> </ul> <a name="other-credits"></a> <h3><a class="toc-backref" href="#id7">Other credits</a></h3> <p>The development of this module has been financially supported by:</p> <a class="reference external image-reference" href="https://www.alephobjects.com"><img alt="Aleph Objects, Inc" src="https://upload.wikimedia.org/wikipedia/en/3/3b/Aleph_Objects_Logo.png" /></a> <a name="images"></a> <h4><a class="toc-backref" href="#id8">Images</a></h4> <ul class="simple"> <li>Enric Tobella (logo)</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id9">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/15.0/purchase_request">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>