Merge Purchase Orders

by
Odoo
v 13.0 Third Party 75
Download for v 13.0 Deploy on Odoo.sh
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Purchase (purchase)
Sales (sale_management)
Studio (web_studio)
Discuss (mail)
Invoicing (account)
Lines of code 138
Technical Name rfq_merge
LicenseOPL-1
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Purchase (purchase)
Sales (sale_management)
Studio (web_studio)
Discuss (mail)
Invoicing (account)
Lines of code 138
Technical Name rfq_merge
LicenseOPL-1

Note: This App is also compatible with Odoo Online

Note: This app may require changes for your particular organization. It has only been tested in databases created with the Country setting of the United States and may need to be localized for other countries. Discuss your requirements with your Odoo Advisor or an Odoo Partner to understand the best way to leverage this kind of functionality.

Merge Purchase Orders

Cancel existing RFQ's, replacing them with a new merged RFQ'

New Option in Action Menu once RFQ's are selected

Warnings if selection contains multiple Vendors, multiple Deliver To locations or confirmed/cancelled PO's

Merged Purchase Order groups line items and refers to old RFQ's

(1) Custom line descriptions. (3) Vendor Reference and/or Note on Sales Order. (3) Source RFQ's accessible via chatter.

Merge Purchase Orders

Note:

  • Note that this app may require changes for your particular organization.
  • It has only been tested in databases created with the Country setting of the United States and may need to be localized for other countries.
  • Discuss your requirements with your Odoo Advisor or an Odoo Partner to understand the best way to leverage this kind of functionality.

Target Platform, Edition and Version:

  • Online, Odoo.sh or On-Premise.
  • Enterprise Edition.
  • Version 13.0.

Required Apps:

  • Odoo Studio - web_studio
  • Purchase - purchase
  • Inventory - stock
  • Sales - sale_management

Installing:

  1. Download the ZIP, do not unzip it
  2. From the Apps Switcher screen, activate Odoo Studio:
https://raw.githubusercontent.com/odoo-tm/apps/13.0/rfq_merge/doc/odoo_studio_button.png
  1. From the Customizations Menu on the left, select Import
  2. Upload the ZIP file and click IMPORT

Setup:

Optionally, if you have Make to Order setup and want ONE RFQ per Sales Order:

From the Inventory --> Configuration -- > Routes Menu, select the "Buy" Route.

Click EDIT, open the "Buy" rules and change the value of "Propagation of Procurement Group" to "Propagate"

Use:

Select more than one RFQ and, from the Action Menu, select "Merge RFQ's"

Note: you can only merge non-canceled RFQ's with a matching Vendor and matching Deliver To location.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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