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https://gitlab.com/flectra-community/partner-contact.git
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92 lines
2.5 KiB
ReStructuredText
92 lines
2.5 KiB
ReStructuredText
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.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png
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:target: https://www.gnu.org/licenses/agpl
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:alt: License: AGPL-3
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=======================
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Partner Tier Validation
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=======================
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This module extends the functionality of Partner to support a tier
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validation process.
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Installation
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============
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This module depends on ``base_tier_validation``. You can find it at
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`OCA/server-ux <https://github.com/OCA/server-ux>`_
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Configuration
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=============
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To configure this module, you need to:
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#. Go to *Settings > Technical > Tier Validations > Tier Definition*.
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#. Create as many tiers as you want for Contact model.
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#. Example:
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Definition Formula
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Tier Definition Expression
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# Available locals:
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# - rec: current record
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[rec.state == New]
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Usage
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=====
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To use this module, you need to:
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#. Create a Contact triggering at least one "Tier Definition".
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#. Click on *Request Validation* button.
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#. Under the tab *Reviews* have a look to pending reviews and their statuses.
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#. Validator has to update Is Customer or Is Supplier or Both for this Contact to be usable on SO/PO.
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Additional features:
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* You can filter the Invoices requesting your review through the filter *Needs my
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Review*.
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* User with rights to confirm the Vendor Bill (validate all tiers that would
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be generated) can directly do the operation, this is, there is no need for
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her/him to request a validation.
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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/sale-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 smash it by providing detailed and welcomed feedback.
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Credits
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=======
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Images
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------
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* Odoo Community Association: `Icon <https://odoo-community.org/logo.png>`_.
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Contributors
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------------
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* Antonio Yamuta <ayamuta@opensourceintegrators.com>
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Do not contact contributors directly about support or help with technical issues.
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Maintainer
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----------
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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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