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[IMP] purchase_order_approval_block: add fragmented readme
[UPD] README.rst
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.. image:: https://img.shields.io/badge/licence-LGPL--3-blue.svg
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:target: https://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License LGPL-3
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=============================
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Purchase Order Approval Block
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=============================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpurchase--workflow-lightgray.png?logo=github
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:target: https://github.com/OCA/purchase-workflow/tree/13.0/purchase_order_approval_block
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:alt: OCA/purchase-workflow
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/purchase-workflow-13-0/purchase-workflow-13-0-purchase_order_approval_block
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/142/13.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows you to block the approval of an RFQ when an Approval
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Block Reason has been provided. Upon confirmation of an RFQ the orders will be
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waiting for approval by a Manager.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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* Go to ‘Purchases / Configuration / Purchase Approval Block Reasons’ and create
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the blocking reasons as needed, providing a name and a description. A field
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‘Active’ allows you to deactivate the reason if you do not plan to use it
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any more.
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* Assign the security group 'Release blocked RFQ' to users that should be able
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to release the block. Users in group 'Purchase / Managers' are by default
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assigned to this group.
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* Assign the security group 'Release RFQ with approval block' to users that
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should be able to release the block. Users in group 'Purchase / Managers'
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are by default assigned to this group.
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Usage
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=====
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Set the Purchase Approval Block
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-------------------------------
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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#. Go to ‘Purchases / Purchase / Requests for Quotation’
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#. Create a new RFQ and indicate the approval block reason (found in the
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right hand side of the screen, below the order date).
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Search existing RFQ
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-------------------
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~~~~~~~~~~~~~~~~~~~
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There is a filter ‘Blocked’ to search for orders that are blocked for approval.
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It is also possible to search RFQ’s with a specific block reason.
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Confirm the RFQ
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---------------
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~~~~~~~~~~~~~~~
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#. Press the button ‘Confirm’. If there’s an approval block, the order will
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be set to status 'To Approve'. You will then need to request a Purchase
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Manager to approve it.
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Release the purchase approval block
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-----------------------------------
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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While the RFQ is in draft, members of security group ‘Release blocked RFQ’,
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While the RFQ is in draft, members of security group ‘Release RFQ with approval block’,
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can see a button ‘Release Approval Block’. From this point and on, anyone
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seeing that RFQ will be able to validate it.
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Notifications to followers
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--------------------------
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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Followers of the RFQ receive notifications when an approval block has been
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set or released.
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
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:alt: Try me on Runbot
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:target: https://runbot.odoo-community.org/runbot/142/11.0
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues
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<https://github.com/OCA/purchase-workflow/issues>`_. In case of trouble, please
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check there if your issue has already been reported. If you spotted it first,
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help us smashing it by providing a detailed and welcomed feedback.
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/purchase-workflow/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/purchase-workflow/issues/new?body=module:%20purchase_order_approval_block%0Aversion:%2013.0%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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=======
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Images
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------
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Authors
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~~~~~~~
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* Odoo Community Association: `Icon <https://odoo-community.org/logo.png>`_.
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* ForgeFlow
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Contributors
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------------
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~~~~~~~~~~~~
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* Jordi Ballester Alomar <[email protected]>
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* Roser Garcia <[email protected]>
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* Darshan Patel <[email protected]>
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Maintainer
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----------
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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This module is maintained by the OCA.
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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To contribute to this module, please visit https://odoo-community.org.
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This module is part of the `OCA/purchase-workflow <https://github.com/OCA/purchase-workflow/tree/13.0/purchase_order_approval_block>`_ 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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* Go to ‘Purchases / Configuration / Purchase Approval Block Reasons’ and create
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the blocking reasons as needed, providing a name and a description. A field
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‘Active’ allows you to deactivate the reason if you do not plan to use it
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any more.
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* Assign the security group 'Release RFQ with approval block' to users that
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should be able to release the block. Users in group 'Purchase / Managers'
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are by default assigned to this group.
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* Jordi Ballester Alomar <[email protected]>
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* Roser Garcia <[email protected]>
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* Darshan Patel <[email protected]>
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This module allows you to block the approval of an RFQ when an Approval
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Block Reason has been provided. Upon confirmation of an RFQ the orders will be
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waiting for approval by a Manager.
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Set the Purchase Approval Block
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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#. Go to ‘Purchases / Purchase / Requests for Quotation’
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#. Create a new RFQ and indicate the approval block reason (found in the
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right hand side of the screen, below the order date).
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Search existing RFQ
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~~~~~~~~~~~~~~~~~~~
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There is a filter ‘Blocked’ to search for orders that are blocked for approval.
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It is also possible to search RFQ’s with a specific block reason.
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Confirm the RFQ
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~~~~~~~~~~~~~~~
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#. Press the button ‘Confirm’. If there’s an approval block, the order will
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be set to status 'To Approve'. You will then need to request a Purchase
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Manager to approve it.
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Release the purchase approval block
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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While the RFQ is in draft, members of security group ‘Release RFQ with approval block’,
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can see a button ‘Release Approval Block’. From this point and on, anyone
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seeing that RFQ will be able to validate it.
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Notifications to followers
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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Followers of the RFQ receive notifications when an approval block has been
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set or released.

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