purchase_minimum_amount

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'.

Table of contents

• Configuration
• Usage
  • Set the Purchase Approval Block
  • Search existing RFQ
  • Confirm the RFQ
  • Release the purchase approval block
  • Notifications to followers
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

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 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.

Usage

Set the Purchase Approval Block

1. Go to 'Purchases / Purchase / Requests for Quotation'
2. 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

1. 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

1. All the RFQ’s with a total amount surpassing the specified Minimum Purchase Order Amount for that vendor (excluding taxes) are automatically released.
2. 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

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

Bug Tracker

Bugs are tracked on GitHub 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.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• ForgeFlow

Contributors

• Jordi Ballester Alomar <jordi.ballester@forgeflow.com>
• Roser Garcia <roser.garcia@forgeflow.com>
• Darshan Patel <darshan.patel.serpentcs@gmail.com>
• Nikul Chaudhary <nikulchaudhary2112@gmail.com>

Maintainers

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.

This module is part of the OCA/purchase-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.