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=================== | ||
Sale Blanket Orders | ||
=================== | ||
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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%2Fsale--workflow-lightgray.png?logo=github | ||
:target: https://github.com/OCA/sale-workflow/tree/16.0/sale_blanket_order | ||
:alt: OCA/sale-workflow | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/sale-workflow-16-0/sale-workflow-16-0-sale_blanket_order | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/webui/builds.html?repo=OCA/sale-workflow&target_branch=16.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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A blanket order is a pre-agreement to sell a certain number of quantities of | ||
products at a specific price. From a confirmed blanket order, the users can | ||
create new sale orders at such price, until the blanket order expires, either | ||
due to reaching the validity date or exhausting all the quantities of products. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Usage | ||
===== | ||
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A new menu in the Sales area is created, allowing users to create new blanket orders. | ||
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To create a new Sale Blanket Order go to the sale menu in the Sales section: | ||
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.. figure:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_blanket_order/static/description/BO_menu.png | ||
:alt: Blanket Orders menu | ||
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Hitting the button create will open the form view in which we can introduce the following | ||
information: | ||
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* Vendor | ||
* Salesperson | ||
* Payment Terms | ||
* Validity date | ||
* Order lines: | ||
* Product | ||
* Accorded price | ||
* Original, Ordered, Invoiced, Received and Remaining quantities | ||
* Terms and Conditions of the Blanket Order | ||
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.. figure:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_blanket_order/static/description/BO_form.png | ||
:alt: Blanket Orders form | ||
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From the form, once the Blanket Order has been confirmed and its state is open, the user can | ||
create a Sale Order, check the Sale Orders associated to the Blanket Order and/or | ||
see the Blanket Order lines associated to the BO. | ||
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.. figure:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_blanket_order/static/description/BO_actions.png | ||
:alt: Actions that can be done from Blanket Order | ||
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Hitting the button Create Sale Order will open a wizard that will ask for the amount of each | ||
product in the BO lines for which the Sale Order will be created. | ||
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.. figure:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_blanket_order/static/description/PO_from_BO.png | ||
:alt: Create Sale Order from Blanket Order | ||
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Installing this module will add an additional menu which will show all the blanket order lines | ||
currently defined in the system. From this list the user can create customized Sale Orders | ||
selecting the lines for which the PO (or POs if the customers are different) is (are) created. | ||
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.. figure:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_blanket_order/static/description/BO_lines.png | ||
:alt: Blanket Order lines and actions | ||
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In the Sale Order form one field is added in the PO lines, the Blanket Order line field. This | ||
field keeps track to which Blanket Order line the PO line is associated. Upon adding a new product | ||
in a newly created Sale Order a blanket order line will be suggested depending on the following | ||
factors: | ||
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* Closer Validity date | ||
* Remaining quantity > Quantity introduced in the Sale Order line | ||
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.. figure:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_blanket_order/static/description/PO_BOLine.png | ||
:alt: New field added in Sale Order Line | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-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 <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_blanket_order%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Acsone SA/NV | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* André Pereira <[email protected]> (https://www.acsone.eu/) | ||
* Adrià Gil Sorribes <[email protected]> (https://www.eficent.com/) | ||
* Jordi Ballester Alomar <[email protected]> | ||
* Alex Comba <[email protected]> (https://www.agilebg.com/) | ||
* Jasper Jumelet <[email protected]> (https://www.codeforward.nl/) | ||
* `Trobz <https://trobz.com>`_: | ||
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* Nguyễn Minh Chiến <[email protected]> | ||
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Other credits | ||
~~~~~~~~~~~~~ | ||
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The migration of this module from 15.0 to 16.0 was financially supported by Camptocamp | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_blanket_order>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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from . import models | ||
from . import wizard |
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# Copyright 2018 Acsone | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
{ | ||
"name": "Sale Blanket Orders", | ||
"category": "Sale", | ||
"license": "AGPL-3", | ||
"author": "Acsone SA/NV, Odoo Community Association (OCA)", | ||
"version": "16.0.1.0.0", | ||
"website": "https://github.com/OCA/sale-workflow", | ||
"summary": "Blanket Orders", | ||
"depends": ["uom", "sale_management", "web_action_conditionable"], | ||
"data": [ | ||
"security/security.xml", | ||
"security/ir.model.access.csv", | ||
"data/sequence.xml", | ||
"data/ir_cron.xml", | ||
"wizard/create_sale_orders.xml", | ||
"views/sale_config_settings.xml", | ||
"views/sale_blanket_order_views.xml", | ||
"views/sale_blanket_order_line_views.xml", | ||
"views/sale_order_views.xml", | ||
"report/templates.xml", | ||
"report/report.xml", | ||
], | ||
"installable": True, | ||
} |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<!-- Copyright 2018 ACSONE SA/NV | ||
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). --> | ||
<odoo noupdate="1"> | ||
<record forcecreate="True" id="expired_blanket_orders_cron" model="ir.cron"> | ||
<field name="name">Expire Blanket Orders</field> | ||
<field name="interval_number">1</field> | ||
<field name="interval_type">days</field> | ||
<field | ||
name="nextcall" | ||
eval="(DateTime.now() + relativedelta(hour=00, minute=1, second=0)).strftime('%Y-%m-%d %H:%M:%S')" | ||
/> | ||
<field name="numbercall">-1</field> | ||
<field name="doall" eval="False" /> | ||
<field name="model_id" ref="model_sale_blanket_order" /> | ||
<field name="state">code</field> | ||
<field name="code">model.expire_orders()</field> | ||
</record> | ||
</odoo> |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo noupdate="1"> | ||
<!-- Sequences for sale.blanket.order --> | ||
<record id="seq_blanket_order" model="ir.sequence"> | ||
<field name="name">Blanket Order</field> | ||
<field name="code">sale.blanket.order</field> | ||
<field name="prefix">BO</field> | ||
<field name="padding">3</field> | ||
<field name="company_id" eval="False" /> | ||
</record> | ||
</odoo> |
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