Set the Purchase Approval Block

1. Go to ‘Purchases / Purchase / Requests for Quotation’
2. 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

1. 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

1. All the RFQ’s with a total amount surpassing the specified Minimum Purchase Order Amount for that vendor (excluding taxes) are automatically released.
2. 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

1. Followers of the RFQ receive notifications when an approval block has been set or released.

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.

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 project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.