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RE: Module for requisitions by employees

by
Michael Watchorn
- 03/21/2015 17:01:31
Hi Wesley & John,

I have the same problem. There was a module called ac_purch_request (available here: http://pragtech.co.in/7.0/ac_purch_request.zip)
I have started to port it to V8, https://github.com/Mwatchorn26/purchase_request the key word being "started". I'm ready to jump back into the code seeing other people's interest in it as well.

There was a particularly specific workflow David Janssens came up with when he wrote the original ac_purch_request module, which has 2 different authorizations, and I'm guessing was custom for a specific customer. My scenario is also special. We have engineers who fill out a form and submit it to our purchasing officer who orders it when required, taking into account the various lead times. In our scenario each engineer is authorized to request up to $XXXX before a manager is required to authorize larger sums.

Here's something that would work for my company:
Allow admins to setup various authorization levels (Configurable under Settings), and assign people to each level, with a default allowance also configurable.
Maximum Self-Authorized Amount: $______.00
Authorization Amount:$_______.00 User: ______ (Manager)
Authorization Amount:$_______.00 User: ______ (CFO)
Authorization Amount:$_______.00 User: ______ (President)

There's another catch I can think of as well, currently our engineers specify which project (Analytic Account) the item should be purchased to (not required for all requests). The difficult part for that is that  not all Analytic Accounts are public [to the engineers].

I'd love to hear more about both your scenarios so that I can complete the module in such a way that it fits all our needs.

Michael W.


Subject: Re: Module for requisitions by employees
From: gunnar.wagner@irisgermanica.com
Date: Fri, 20 Mar 2015 08:53:02 +0000
To: community@mail.odoo.com



On 3/20/2015 3:37 PM, Wesley Walford wrote:
<blockquote cite="mid:CANnUXOpHEtu13=sWSGWqA=zsQim6AwbY5byuxKCkQwb0_p7HpQ@mail.gmail.com" type="cite">
Thanks Ojo, I see that it is valid for 7.0 , I am looking at using Odoo 8. Would it be compatible ? https://apps.openerp.com/apps/modules/7.0/stock_indent/
it also says it has a dependency for Indian localization ... In case you are not from India I am not sure whether you want to deal with such




<blockquote cite="mid:CANnUXOpHEtu13=sWSGWqA=zsQim6AwbY5byuxKCkQwb0_p7HpQ@mail.gmail.com" type="cite">
On Fri, Mar 20, 2015 at 9:22 AM, Ojo Oluwaseun <samoj2404@gmail.com> wrote:
Have you considered using indents. It allows users to request for items from store and even items for purchase and has multi-level approvals too

Wesley Walford <wwalford@gmail.com> wrote:


Thanks , So I assume there is no current module. In stock movement requests it would add a huge benefit for planning. I know in some companies the general employees are not computer savvy and providing a simplified requisition screen for internal stock requests to stores and ordering of required goods. (Some companies even provide shopping cart views for this connected to catalogues).

Another major advantage is that general users do not talk to suppliers. A company can hire qualified purchasers and sourcing consultants to do there buying to ensure the best price is obtained.

Maybe if there is nothing currently available, a similar module could be extended. In a way I suppose it is similar to a PO other than it never goes to the supplier and it is a simplified view of a draft PO (simplified in that no selection of suppliers ect) but with full work flow approvals.


Regards

Wesley Walford

On Fri, Mar 20, 2015 at 2:57 AM, John Pia Jr <jpiajr@southmill.com> wrote:

I also have the same need. I would ultize this mod in many areas.

I think a requisition module would be a great addition to odoo. A module like this would be able to define different work flows and set in approval steps based on certain criteria.

For example sticking with the purchasing theme, if user A makes a request that is beyond their purchasing limit, the request must be approved by a manager. Once the request is approved it should create a draft purchase order which would be fulfilled by the employee responsible for purchasing.

This same idea could be applied to stock move requests for parts on a work order.

On Mar 19, 2015 8:43 AM, "Wesley Walford" <wwalford@gmail.com> wrote:
Hi All

So I am not using Odoo yet in a production environment I am still trying to learn what it is capable of and how to configure it to how I want it. So my question:

If I have say 50 users in the company I do not want them all talking to and corresponding with suppliers. From my knowledge it is common practise in many companies to have a purchasing or sourcing office with a couple of employees to manage orders, RFq's and correspond with suppliers. 
In my experience an employee will create what is referred to as a "requisition/request" for goods/services . The procurement office would convert this to a PO either using an existing contract or go out on RFq if there is no supplier currently available.

How would this be done in Odoo. Is there a requisition module that does the above. I have tried Purchase Requisitions by OpenERP SA , but this gives you the option to create a requisition from a purchase order not sure the use of this. Is there a way to do the above?

(Ideally having approval on the requisition document would be the way forward as well)

Thanks in advance

Regards

Wesley Walford
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