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Partner Validation Purchase

Technical Name:
partner_validation_purchase
License:
LGPL-3
Author:
Numigi
Maintainer:
https://odoo-community.org
Website:
https://www.numigi.com
Repository:
https://github.com/Numigi/odoo-partner-addons/tree/12.0/./partner_validation_purchase
https://kastor.lab.numigi.net/web/image/product.template/1123/image_1920?unique=0a81b40
  • Odoo Version

Conditions générales
Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables

Partner Validation Purchase

This module adds a supplier validation workflow. A supplier needs to be approved before any purchase order is confirmed.

Supplier Approval Group

A new group Supplier Approval is added.

static/description/supplier_approval_group.png

This group allows to approve a partner as a supplier.

Supplier State

In the form view of a partner, a new field Supplier State is added.

static/description/partner_form.png

This field has 3 values:

  • New
  • Confirmed
  • Approved

It is only visible if the partner is a supplier. It is only visible on a commercial partner (i.e. it is not visible on a contact or a billing address).

Confirm

The Confirm button changes the supplier state to Confirmed.

static/description/partner_form_confirm_button.png static/description/partner_form_confirmed.png

Any user with write access to the partner can click on the button.

Approve

The Approve button changes the supplier state to Approved.

static/description/partner_form_approve_button.png static/description/partner_form_approved.png

Only members of the group Supplier Approval can click on the button. The button is invisible for other users.

Reject

The Reject button changes the supplier state to New.

static/description/partner_form_reject_button.png static/description/partner_form_new.png

Any user with write access to the partner can click on the button.

Purchase Order Confirmation

When confirming a request for quotation, if the commercial partner related to the supplier is not approved as a supplier, a blocking message is shown to the user.

static/description/rfq_form.png static/description/rfq_form_error_message.png

The supplier must be approved by a member of the Supplier Approval group before confirming the purchase order.

Restricted Fields

The restricted fields are documented with the module partner_validation: https://github.com/Numigi/odoo-partner-addons/tree/11.0/partner_validation.

When editing the value of a restricted field on an approved supplier, it shows a blocking message, if the user is not member of the group Supplier Approval.

Suppose we have the following restricted fields for purchases.

static/description/restricted_fields.png

As a user with no extra privileges, go to the form view of an approved supplier.

static/description/approved_partner_form.png

Change the value of one restricted field.

static/description/approved_partner_form_edit.png

The blocking message is shown.

static/description/approved_partner_form_error_message.png

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