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107 changes: 107 additions & 0 deletions purchase_minimum_amount/README.rst
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.. image:: https://img.shields.io/badge/licence-LGPL--3-blue.svg
:target: https://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License LGPL-3

=======================
Purchase Minimum Amount
=======================

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'.

Configuration
=============

* Go to 'Purchases / Purchase / Vendors'
* Click on a Vendor and inside the 'Sales & Purchases' page specify the
non-required field 'Minimum Purchase Amount'.
* Assign the security group 'Release blocked RFQ' to users that should be able
to release the block. Users in group 'Purchase / Managers' are by default
assigned to this group.

Usage
=====

Set the Purchase Approval Block
-------------------------------

#. Go to 'Purchases / Purchase / Requests for Quotation'
#. 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.

Search existing RFQ
-------------------

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'.

Confirm the RFQ
---------------

#. 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.

Release the purchase approval block
-----------------------------------

#. All the RFQ’s with a total amount surpassing the specified Minimum Purchase
Order Amount for that vendor (excluding taxes) are automatically released.
#. 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.

Notifications to followers
--------------------------

#. Followers of the RFQ receive notifications when an approval block has been
set or released.

.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
:target: https://runbot.odoo-community.org/runbot/142/11.0

Bug Tracker
===========

Bugs are tracked on `GitHub Issues
<https://github.com/OCA/purchase-workflow/issues>`_. 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 feedback.

Credits
=======

Images
------

* Odoo Community Association: `Icon <https://odoo-community.org/logo.png>`_.

Contributors
------------

* Jordi Ballester Alomar <jordi.ballester@eficent.com>
* Roser Garcia <roser.garcia@eficent.com>
* Darshan Patel <darshan.patel.serpentcs@gmail.com>
* Nikul Chaudhary <nikulchaudhary2112@gmail.com>
* Tradesolutions.Digital <https://www.tradesolutions.digital/>

Maintainer
----------

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

This module is maintained by the OCA.

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.

To contribute to this module, please visit https://odoo-community.org.
3 changes: 3 additions & 0 deletions purchase_minimum_amount/__init__.py
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# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0).

from . import models
19 changes: 19 additions & 0 deletions purchase_minimum_amount/__manifest__.py
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# Copyright 2016 Eficent Business and IT Consulting Services S.L.
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0).

{
"name": "Purchase Minimum Amount",
"author": "Eficent, Odoo Community Association (OCA)",
"version": "17.0.1.0.0",
"website": "https://github.com/OCA/purchase-workflow",
"depends": [
"purchase_order_approval_block",
],
"data": [
"data/purchase_block_reason_data.xml",
"views/purchase_order_view.xml",
"views/res_partner_view.xml",
],
"license": "AGPL-3",
"installable": True,
}
16 changes: 16 additions & 0 deletions purchase_minimum_amount/data/purchase_block_reason_data.xml
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<?xml version="1.0" encoding="utf-8" ?>
<!--
Copyright 2017 Eficent Business and IT Consulting Services S.L.
Copyright 2017 Serpent Consulting Services Pvt. Ltd.
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
-->
<odoo>

<record id="minimum_amount_block_reason" model="purchase.approval.block.reason">
<field name="name">Minimum Amount per Vendor</field>
<field
name="description"
>Set total minimum amount (before taxes) for a vendor.</field>
</record>

</odoo>
45 changes: 45 additions & 0 deletions purchase_minimum_amount/i18n/de.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * purchase_minimum_amount
#
# Translators:
# OCA Transbot <transbot@odoo-community.org>, 2018
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 11.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2018-02-23 17:50+0000\n"
"PO-Revision-Date: 2018-02-23 17:50+0000\n"
"Last-Translator: OCA Transbot <transbot@odoo-community.org>, 2018\n"
"Language-Team: German (https://www.transifex.com/oca/teams/23907/de/)\n"
"Language: de\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_res_partner
msgid "Contact"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
msgid "Minimum Purchase Amount"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
msgid "Purchase Minimum Amount"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
msgid "Purchase Order"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
msgid "Purchase Order Line"
msgstr "Bestellposition"
46 changes: 46 additions & 0 deletions purchase_minimum_amount/i18n/es.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,46 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * purchase_minimum_amount
#
# Translators:
# OCA Transbot <transbot@odoo-community.org>, 2018
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 11.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2018-02-23 17:50+0000\n"
"PO-Revision-Date: 2019-09-23 16:24+0000\n"
"Last-Translator: Roodin <santi@comunitea.com>\n"
"Language-Team: Spanish (https://www.transifex.com/oca/teams/23907/es/)\n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 3.8\n"

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_res_partner
msgid "Contact"
msgstr "Contacto"

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
msgid "Minimum Purchase Amount"
msgstr "Importe mínimo de compra"

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
msgid "Purchase Minimum Amount"
msgstr "Importe mínimo de compra"

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
msgid "Purchase Order"
msgstr "Orden de compra"

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
msgid "Purchase Order Line"
msgstr "Línea orden de compra"
46 changes: 46 additions & 0 deletions purchase_minimum_amount/i18n/es_MX.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,46 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * purchase_minimum_amount
#
# Translators:
# OCA Transbot <transbot@odoo-community.org>, 2018
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 11.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2018-02-23 17:50+0000\n"
"PO-Revision-Date: 2018-02-23 17:50+0000\n"
"Last-Translator: OCA Transbot <transbot@odoo-community.org>, 2018\n"
"Language-Team: Spanish (Mexico) (https://www.transifex.com/oca/teams/23907/"
"es_MX/)\n"
"Language: es_MX\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_res_partner
msgid "Contact"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
msgid "Minimum Purchase Amount"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
msgid "Purchase Minimum Amount"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
msgid "Purchase Order"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
msgid "Purchase Order Line"
msgstr "Línea de orden de compra"
46 changes: 46 additions & 0 deletions purchase_minimum_amount/i18n/fr.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,46 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * purchase_minimum_amount
#
# Translators:
# OCA Transbot <transbot@odoo-community.org>, 2018
# Quentin THEURET <odoo@kerpeo.com>, 2018
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 11.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2018-02-23 17:50+0000\n"
"PO-Revision-Date: 2018-02-23 17:50+0000\n"
"Last-Translator: Quentin THEURET <odoo@kerpeo.com>, 2018\n"
"Language-Team: French (https://www.transifex.com/oca/teams/23907/fr/)\n"
"Language: fr\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n > 1);\n"

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_res_partner
msgid "Contact"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
msgid "Minimum Purchase Amount"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
msgid "Purchase Minimum Amount"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
msgid "Purchase Order"
msgstr "Commande"

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
msgid "Purchase Order Line"
msgstr "Ligne de commande d'achat"
45 changes: 45 additions & 0 deletions purchase_minimum_amount/i18n/it.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,45 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * purchase_minimum_amount
#
# Translators:
# OCA Transbot <transbot@odoo-community.org>, 2018
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 11.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2018-02-23 17:50+0000\n"
"PO-Revision-Date: 2018-02-23 17:50+0000\n"
"Last-Translator: OCA Transbot <transbot@odoo-community.org>, 2018\n"
"Language-Team: Italian (https://www.transifex.com/oca/teams/23907/it/)\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_res_partner
msgid "Contact"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
msgid "Minimum Purchase Amount"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
msgid "Purchase Minimum Amount"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
msgid "Purchase Order"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
msgid "Purchase Order Line"
msgstr "Riga Ordine d'Acquisto"
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