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purchase_blanket_order

Author: ForgeFlow, Odoo Community Association (OCA)
License: AGPL-3
Branch: 15.0-h-52875-vib
Repository: adhoc-dev/purchase-workflow
Dependencies: purchase, web, and web_action_conditionable
Languages: HTML (381, 15.0%), Python (1322, 51.9%), XML (746, 29.3%), and reStructuredText (97, 3.8%)
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, and 14.0-h-52875-vib
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<h1 class="title">Purchase Blanket Orders</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/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/purchase-workflow/tree/15.0/purchase_blanket_order"><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_blanket_order"><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>A purchase blanket order is a pre-agreement to purchase a certain number of quantities of products at a specific price. From a confirmed blanket order, the users can create new purchase orders at such price, until the blanket order expires due to reaching the validity date.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#usage" id="id1">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id3">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id4">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li> </ul> </li> </ul> </div> <a name="usage"></a> <h2><a class="toc-backref" href="#id1">Usage</a></h2> <p>A new menu in the Purchase area is created, allowing users to create new blanket orders.</p> <p>To create a new Purchase Blanket Order go to the purchase menu in the Purchase section:</p> <img alt="Blanket Orders menu" src="https://raw.githubusercontent.com/purchase_blanket_order/static/description/BO_menu.png" /> <p>Hitting the button create will open the form view in which we can introduce the following information:</p> <ul class="simple"> <li>Vendor</li> <li>Payment Terms</li> <li>Ordering and Validity dates</li> <li><dl class="first docutils"> <dt>Order lines:</dt> <dd><ul class="first last"> <li>Product</li> <li>Accorded price</li> <li>Original, Ordered, Invoiced, Received and Remaining quantities</li> </ul> </dd> </dl> </li> <li>Terms and Conditions of the Blanket Order</li> </ul> <img alt="Blanket Orders form" src="https://raw.githubusercontent.com/purchase_blanket_order/static/description/BO_form.png" /> <p>From the form, once the Blanket Order has been confirmed and its state is open, the user can create a Purchase Order, check the Purchase Orders associated to the Blanket Order and/or see the Blanket Order lines associated to the BO.</p> <img alt="Actions that can be done from Blanket Order" src="https://raw.githubusercontent.com/purchase_blanket_order/static/description/BO_actions.png" /> <p>Hitting the button Create Purchase Order will open a wizard that will ask for the amount of each product in the BO lines for which the Purchase Order will be created.</p> <img alt="Create Purchase Order from Blanket Order" src="https://raw.githubusercontent.com/purchase_blanket_order/static/description/PO_from_BO.png" /> <p>Installing this module will add an additional menu which will show all the blanket order lines currently defined in the system. From this list the user can create customized Purchase Orders selecting the lines for which the PO (or POs if the vendors are different) is (are) created.</p> <img alt="Blanket Order lines and actions" src="https://raw.githubusercontent.com/purchase_blanket_order/static/description/BO_lines.png" /> <p>In the Purchase Order form one field is added in the PO lines, the Blanket Order line field. This field keeps track to which Blanket Order line the PO line is associated. Upon adding a new product in a newly created Purchase Order a blanket order line will be suggested depending on the following factors:</p> <ul class="simple"> <li>Closer Validity date</li> <li>Remaining quantity &gt; Quantity introduced in the Purchase Order line</li> </ul> <img alt="New field added in Purchase Order Line" src="https://raw.githubusercontent.com/purchase_blanket_order/static/description/PO_BOLine.png" /> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id2">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_blanket_order%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="#id3">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id4">Authors</a></h3> <ul class="simple"> <li>ForgeFlow</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id5">Contributors</a></h3> <ul class="simple"> <li>Adrià Gil Sorribes &lt;<a class="reference external" href="mailto:adria.gil&#64;forgeflow.com">adria.gil&#64;forgeflow.com</a>&gt;</li> <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>Héctor Villarreal &lt;<a class="reference external" href="mailto:hector.villarreal&#64;forgeflow.com">hector.villarreal&#64;forgeflow.com</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> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id6">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_blanket_order">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>