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Partner Validation Sale

Technical Name:
partner_validation_sale
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_sale
https://kastor.lab.numigi.net/web/image/product.template/1124/image_1920?unique=0a81b40
  • Odoo Version

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

Partner Validation Sale

This module adds a customer validation workflow. A customer needs to be approved before any sale order or delivery order is confirmed.

Customer Approval Group

A new group Customer Approval is added.

static/description/customer_approval_group.png

This group allows to approve a partner as a customer.

Customer State

In the form view of a partner, a new field Customer 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 customer. 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 customer 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 customer state to Approved.

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

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

Reject

The Reject button changes the customer 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.

Sale Order Confirmation

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

static/description/quotation_form.png static/description/quotation_form_error_message.png

The customer must be approved by a member of the Customer Approval Group before confirming the sale order.

Delivery Validation

When validating a delivery order, if the commercial partner related to the customer is not approved as a customer, a blocking message is shown to the user.

static/description/delivery_form.png static/description/delivery_form_error_message.png

The customer must be approved by a member of the Customer Approval group before validating the delivery 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 customer, it shows a blocking message, if the user is not member of the group Customer Approval.

Suppose we have the following restricted fields for sales.

static/description/restricted_fields.png

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

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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