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[16.0][MIG] purchase_minimum_amount: Migration to 16.0 #2567

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47946c1
[ADD] Purchase Minimum Amount
rgarnau Aug 31, 2017
4daee85
[MIG] purchase_minimum_amount: Migration to 11.0
rgarnau Nov 14, 2017
90c2a77
OCA Transbot updated translations from Transifex
oca-transbot Mar 3, 2018
cf5e3fd
[ADD] icon.png
OCA-git-bot Apr 3, 2019
d40c67f
Translated using Weblate (Spanish)
Roodin Sep 23, 2019
e103fa5
[MIG] purchase_minimum_amount v11 to v12
Nikul-Chaudhary Jan 26, 2019
fe880a1
[12.0][FIX] finish migration
Mar 24, 2020
67e8841
Update translation files
oca-transbot Apr 7, 2020
78be84f
Translated using Weblate (Slovenian)
sysadminmatmoz Aug 12, 2020
e6e0e27
Translated using Weblate (French)
SandieFavre Aug 28, 2020
5a76030
Translated using Weblate (Slovenian)
sysadminmatmoz Feb 24, 2021
cb88111
[IMP] purchase_minimum_amount: black, isort, prettier
albariera Feb 24, 2021
75cca4d
[MIG] purchase_minimum_amount: Migration to 13.0
albariera Feb 24, 2021
1324869
[IMP] purchase_minimum_amount: add fragmented readme
MiquelRForgeFlow Mar 9, 2021
48cd05a
[IMP] purchase_minimum_amount: black, isort, prettier
Jul 6, 2021
8828fcc
[MIG] purchase_minimum_amount: Migration to 14.0
Jul 6, 2021
db8d867
[UPD] Update purchase_minimum_amount.pot
oca-travis Jul 19, 2021
3c5f2a5
[UPD] README.rst
OCA-git-bot Jul 19, 2021
eedc4ff
[FIX] purchase_minimum_ammount version
gurneyalex Sep 15, 2021
71cf805
[IMP] update dotfiles [ci skip]
OCA-git-bot Mar 31, 2022
cd1558f
[CHG] purchase_minimum_amount: Change to AGPL as depending on AGPL pu…
rousseldenis Jul 6, 2022
d4a7556
[UPD] README.rst
OCA-git-bot Jul 6, 2022
1afd783
purchase_minimum_amount 14.0.1.0.2
OCA-git-bot Jul 6, 2022
d10f277
Translated using Weblate (Portuguese (Brazil))
douglascstd Oct 3, 2022
c0b1104
Translated using Weblate (Italian)
francesco-ooops Nov 16, 2022
b6b935f
Translated using Weblate (Italian)
francesco-ooops Nov 17, 2022
1da216d
[UPD] README.rst
OCA-git-bot Sep 3, 2023
a4f2cf3
Update translation files
weblate Oct 9, 2023
5745b15
Translated using Weblate (Italian)
mymage Jan 29, 2024
3e4c262
Translated using Weblate (Spanish)
Ivorra78 Apr 17, 2024
18f3b3d
[IMP] purchase_minimum_amount: Black, isort, prettier
etobella Feb 16, 2025
f1ae568
[MIG] purchase_minimum_amount: Migration to 16.0
etobella Feb 16, 2025
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133 changes: 133 additions & 0 deletions purchase_minimum_amount/README.rst
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=======================
Purchase Minimum Amount
=======================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:0603c1aabd15f2c92d64a9f18fc734f4274627a3795c34391f7c29500e8a4d98
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpurchase--workflow-lightgray.png?logo=github
:target: https://github.com/OCA/purchase-workflow/tree/16.0/purchase_minimum_amount
:alt: OCA/purchase-workflow
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/purchase-workflow-16-0/purchase-workflow-16-0-purchase_minimum_amount
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/purchase-workflow&target_branch=16.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

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**

.. contents::
:local:

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
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

#. 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.

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 to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/purchase-workflow/issues/new?body=module:%20purchase_minimum_amount%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
~~~~~~~

* ForgeFlow

Contributors
~~~~~~~~~~~~

* Jordi Ballester Alomar <[email protected]>
* Roser Garcia <[email protected]>
* Darshan Patel <[email protected]>
* Nikul Chaudhary <[email protected]>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

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

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 <https://github.com/OCA/purchase-workflow/tree/16.0/purchase_minimum_amount>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions purchase_minimum_amount/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0).

from . import models
17 changes: 17 additions & 0 deletions purchase_minimum_amount/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,17 @@
# Copyright 2016 ForgeFlow S.L.
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0).

{
"name": "Purchase Minimum Amount",
"author": "ForgeFlow, Odoo Community Association (OCA)",
"version": "16.0.1.0.0",
"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,
}
14 changes: 14 additions & 0 deletions purchase_minimum_amount/data/purchase_block_reason_data.xml
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@@ -0,0 +1,14 @@
<?xml version="1.0" encoding="utf-8" ?>
<!--
Copyright 2017 ForgeFlow S.L.
Copyright 2017 Serpent Consulting Services Pvt. Ltd.
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
-->
<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>
66 changes: 66 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 <[email protected]>, 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 <[email protected]>, 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_purchase_order__display_name
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__display_name
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__display_name
msgid "Display Name"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__id
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__id
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__id
msgid "ID"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order____last_update
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line____last_update
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner____last_update
msgid "Last Modified on"
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"
67 changes: 67 additions & 0 deletions purchase_minimum_amount/i18n/es.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,67 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * purchase_minimum_amount
#
# Translators:
# OCA Transbot <[email protected]>, 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: 2024-04-17 19:34+0000\n"
"Last-Translator: Ivorra78 <[email protected]>\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 4.17\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_purchase_order__display_name
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__display_name
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__display_name
msgid "Display Name"
msgstr "Mostrar Nombre"

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__id
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__id
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__id
msgid "ID"
msgstr "ID"

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order____last_update
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line____last_update
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner____last_update
msgid "Last Modified on"
msgstr "Última Modificación el"

#. 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"
67 changes: 67 additions & 0 deletions purchase_minimum_amount/i18n/es_MX.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,67 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * purchase_minimum_amount
#
# Translators:
# OCA Transbot <[email protected]>, 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 <[email protected]>, 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_purchase_order__display_name
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__display_name
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__display_name
msgid "Display Name"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__id
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__id
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__id
msgid "ID"
msgstr ""

#. module: purchase_minimum_amount
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order____last_update
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line____last_update
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner____last_update
msgid "Last Modified on"
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"
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