1 <?xml version="1.0" encoding="utf-8"?>
6 <menuitem name="Purchases"
7 id="base.menu_purchase_root"
8 groups="group_purchase_manager,group_purchase_user"
11 <menuitem id="menu_procurement_management" name="Purchase"
12 parent="base.menu_purchase_root" sequence="1" />
14 <menuitem id="menu_purchase_config_purchase" name="Configuration"
15 groups="group_purchase_manager"
16 parent="base.menu_purchase_root" sequence="100"/>
19 id="menu_purchase_config_pricelist" name="Pricelists"
20 parent="menu_purchase_config_purchase" sequence="50" groups="product.group_purchase_pricelist"/>
23 action="product.product_pricelist_action" id="menu_product_pricelist_action_purhase"
24 parent="menu_purchase_config_pricelist" sequence="20" groups="base.group_no_one"/>
27 action="product.product_pricelist_action_for_purchase" id="menu_product_pricelist_action2_purchase"
28 parent="menu_purchase_config_pricelist" sequence="10" />
31 id="menu_product_in_config_purchase" name="Products"
32 parent="menu_purchase_config_purchase" sequence="30" groups="base.group_no_one"/>
35 action="product.product_category_action_form" id="menu_product_category_config_purchase"
36 parent="purchase.menu_product_in_config_purchase" sequence="1" />
39 id="menu_purchase_unit_measure_purchase" name="Units of Measure"
40 parent="purchase.menu_product_in_config_purchase" sequence="20" groups="product.group_uom"/>
43 action="product.product_uom_categ_form_action" id="menu_purchase_uom_categ_form_action"
44 parent="purchase.menu_product_in_config_purchase" sequence="5" />
47 action="product.product_uom_form_action" id="menu_purchase_uom_form_action"
48 parent="purchase.menu_product_in_config_purchase" sequence="10"/>
51 id="menu_purchase_partner_cat" name="Address Book"
52 parent="menu_purchase_config_purchase"/>
55 action="base.action_partner_category_form" id="menu_partner_categories_in_form" name="Partner Categories"
56 parent="purchase.menu_purchase_partner_cat" groups="base.group_no_one"/>
59 <menuitem id="base.menu_procurement_management_supplier_name" name="Suppliers"
60 parent="menu_procurement_management"
61 action="base.action_partner_supplier_form" sequence="15"/>
63 <!--Inventory control-->
64 <menuitem id="menu_procurement_management_inventory" name="Receive Products"
65 parent="base.menu_purchase_root" sequence="4"/>
66 <menuitem action="stock.action_picking_tree4" id="menu_action_picking_tree4" parent="menu_procurement_management_inventory"
67 name="Incoming Shipments" sequence="9"/>
68 <menuitem action="stock.action_reception_picking_move" id="menu_action_picking_tree_in_move"
69 parent="menu_procurement_management_inventory" sequence="11"/>
71 <!--Invoice control-->
72 <menuitem id="menu_procurement_management_invoice" name="Invoice Control"
73 parent="base.menu_purchase_root" sequence="6"/>
75 <record id="action_invoice_pending" model="ir.actions.act_window">
76 <field name="name">Based on Draft Invoices</field>
77 <field name="res_model">account.invoice</field>
78 <field name="view_type">form</field>
79 <field name="view_mode">tree,form,calendar,graph</field>
80 <field eval="False" name="view_id"/>
81 <field name="domain">[('type','=','in_invoice')]</field>
82 <field name="context">{'default_type':'in_invoice', 'type':'in_invoice', 'journal_type': 'purchase', 'search_default_draft': 1}</field>
83 <field name="search_view_id" ref="account.view_account_invoice_filter"/>
85 Use this menu to control the invoices to be received from your supplier.
86 OpenERP generates draft invoices from your purchase orders or receptions, according to your settings.
87 Once you receive a supplier invoice, you can match it with the draft invoice and validate it.
91 <menuitem name="Based on Draft Invoices"
92 id="menu_procurement_management_pending_invoice"
93 action="action_invoice_pending"
94 parent="menu_procurement_management_invoice"
98 <menuitem id="menu_procurement_management_product" name="Products"
99 parent="base.menu_purchase_root" sequence="8"/>
101 <menuitem name="Products by Category" id="menu_product_by_category_purchase_form" action="product.product_category_action"
102 parent="menu_procurement_management_product" sequence="10"/>
104 <menuitem name="Products" id="menu_procurement_partner_contact_form" action="product.product_normal_action_puchased"
105 parent="menu_procurement_management_product"/>
107 <!-- Purchase order Read/Unread actions -->
108 <record id="actions_server_purchase_order_unread" model="ir.actions.server">
109 <field name="name">Mark unread</field>
110 <field name="condition">True</field>
111 <field name="type">ir.actions.server</field>
112 <field name="model_id" ref="model_purchase_order"/>
113 <field name="state">code</field>
114 <field name="code">self.message_check_and_set_unread(cr, uid, context.get('active_ids'), context=context)</field>
116 <record id="action_purchase_order_unread" model="ir.values">
117 <field name="name">action_purchase_order_unread</field>
118 <field name="action_id" ref="actions_server_purchase_order_unread"/>
119 <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_purchase_order_unread'))" />
120 <field name="key">action</field>
121 <field name="model_id" ref="model_purchase_order" />
122 <field name="model">purchase.order</field>
123 <field name="key2">client_action_multi</field>
126 <record id="actions_server_purchase_order_read" model="ir.actions.server">
127 <field name="name">Mark read</field>
128 <field name="condition">True</field>
129 <field name="type">ir.actions.server</field>
130 <field name="model_id" ref="model_purchase_order"/>
131 <field name="state">code</field>
132 <field name="code">self.message_check_and_set_read(cr, uid, context.get('active_ids'), context=context)</field>
134 <record id="action_purchase_order_read" model="ir.values">
135 <field name="name">action_purchase_order_read</field>
136 <field name="action_id" ref="actions_server_purchase_order_read"/>
137 <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_purchase_order_read'))" />
138 <field name="key">action</field>
139 <field name="model_id" ref="model_purchase_order" />
140 <field name="model">purchase.order</field>
141 <field name="key2">client_action_multi</field>
144 <record model="ir.ui.view" id="purchase_order_calendar">
145 <field name="name">purchase.order.calendar</field>
146 <field name="model">purchase.order</field>
147 <field name="type">calendar</field>
148 <field name="priority" eval="2"/>
149 <field name="arch" type="xml">
150 <calendar string="Calendar View" date_start="minimum_planned_date" color="partner_id">
152 <field name="amount_total"/>
153 <field name="partner_id"/>
157 <record model="ir.ui.view" id="purchase_order_graph">
158 <field name="name">purchase.order.graph</field>
159 <field name="model">purchase.order</field>
160 <field name="type">graph</field>
161 <field name="arch" type="xml">
162 <graph string="Purchase Order" type="bar">
163 <field name="partner_id"/>
164 <field name="amount_total" operator="+"/>
169 <record id="purchase_order_form" model="ir.ui.view">
170 <field name="name">purchase.order.form</field>
171 <field name="model">purchase.order</field>
172 <field name="type">form</field>
173 <field name="arch" type="xml">
174 <form string="Purchase Order" version="7.0">
176 <button name="purchase_confirm" states="draft,sent" string="Confirm Quotation" class="oe_highlight"/>
177 <button name="wkf_send_rfq" states="draft" string="Send RFQ" type="object" context="{'send_rfq':True}"/>
178 <button name="wkf_send_rfq" states="confirmed" string="Resend Purchase Order" type="object" class="oe_highlight"/>
179 <button name="action_cancel" states="except_picking,except_invoice,wait" string="Cancel" type="object" />
180 <button name="picking_ok" states="except_picking" string="Manually Corrected"/>
181 <button name="invoice_ok" states="except_invoice" string="Manually Corrected"/>
182 <button name="purchase_appbuyer" states="wait_auth" string="Approve Purchase" class="oe_highlight"/>
183 <button name="purchase_approve" states="confirmed" string="Approve Order" class="oe_highlight"/>
184 <button name="view_invoice" string="Receive Invoice" type="object" attrs="{'invisible': ['|', ('invoice_method','=','picking'), '|', ('state','!=', 'approved'), ('invoiced','=',True) ]}" class="oe_highlight"/>
185 <button name="view_picking" string="Receive Products" type="object" attrs="{'invisible': ['|', ('shipped','=',True), ('state','!=', 'approved')]}" class="oe_highlight"/>
186 <button name="action_cancel_draft" states="cancel,sent,confirmed" string="Set to Draft" type="object" />
187 <button name="purchase_cancel" states="draft,confirmed,wait_auth,sent" string="Cancel"/>
188 <field name="state" widget="statusbar" statusbar_visible="draft,approved,done" statusbar_colors='{"except_picking":"red","except_invoice":"red","confirmed":"blue","wait":"blue"}' readonly="1"/>
191 <div class="oe_title">
193 <label string="Quotation " attrs="{'invisible': [('state','not in',('draft','sent'))]}"/>
194 <label string="Purchase Order " attrs="{'invisible': [('state','in',('draft','sent'))]}"/>
195 <field name="name" class="oe_inline" readonly="1"/>
200 <field name="partner_id" on_change="onchange_partner_id(partner_id)" context="{'search_default_supplier':1,'default_supplier':1,'default_customer':0}" domain="[('supplier','=',True)]"/>
201 <field name="partner_ref"/>
202 <field domain="[('type','=','purchase')]" name="pricelist_id" groups="product.group_purchase_pricelist"/>
205 <field name="date_order"/>
206 <field name="origin" attr="{'invisible': [('origin','=',False)]}"/>
207 <field name="warehouse_id" on_change="onchange_warehouse_id(warehouse_id)" widget="selection" groups="stock.group_locations"/>
208 <field name="company_id" groups="base.group_multi_company" widget="selection"/>
212 <page string="Purchase Order">
213 <field name="order_line">
214 <tree string="Purchase Order Lines">
215 <field name="date_planned"/>
217 <field name="product_qty"/>
218 <field name="product_uom" groups="product.group_uom"/>
219 <field name="price_unit"/>
220 <field name="price_subtotal"/>
223 <group class="oe_subtotal_footer oe_right">
224 <field name="amount_untaxed"/>
225 <field name="amount_tax"/>
226 <div class="oe_subtotal_footer_separator oe_inline">
227 <label for="amount_total"/>
228 <button name="button_dummy"
229 states="draft" string="(update)" type="object" class="oe_edit_only oe_link"/>
231 <field name="amount_total" nolabel="1" class="oe_subtotal_footer_separator"/>
233 <div class="oe_clear"/>
235 <field name="notes"/>
237 <page string="Delivery & Invoicing">
240 <field name="dest_address_id" string="Customer Address" on_change="onchange_dest_address_id(dest_address_id)"/>
241 <field name="minimum_planned_date"/>
242 <field name="location_id" groups="stock.group_locations"/>
243 <field name="shipped" groups="base.group_no_one"/>
246 <field name="invoice_method"/>
247 <field name="invoiced"/>
248 <field name="fiscal_position"/>
249 <!-- We do not need these fields anymore, the information is in open chatter -->
250 <field name="validator" groups="base.group_no_one"/>
251 <field name="date_approve" groups="base.group_no_one"/>
254 <separator string="Invoices"/>
255 <field name="invoice_ids" context="{'type':'in_invoice', 'journal_type':'purchase'}"/>
259 <div class="oe_chatter">
260 <field name="message_ids" widget="mail_thread"/>
266 <record id="view_request_for_quotation_filter" model="ir.ui.view">
267 <field name="name">request.quotation.select</field>
268 <field name="model">purchase.order</field>
269 <field name="type">search</field>
270 <field name="arch" type="xml">
271 <search string="Search Purchase Order">
272 <field name="name" string="Reference"/>
273 <filter icon="terp-document-new" name="draft" string="Quotations" domain="[('state','=','draft')]" help="Purchase order which are in draft state"/>
274 <filter icon="terp-check" name="approved" string="Approved" domain="[('state','in',('approved','done'))]" help="Approved purchase order"/>
275 <filter icon="terp-emblem-important" name="exception" string="Exception" domain="[('state','in',('except_invoice','except_picking'))]" help="Purchase order which are in the exception state"/>
277 <filter icon="terp-gtk-go-back-rtl" name="not_invoiced" string="Not Invoiced" domain="[('invoice_ids','=', False)]" help="Purchase orders that include lines not invoiced."/>
278 <field name="partner_id"/>
279 <field name="product_id"/>
280 <field name="create_uid"/>
281 <group expand="0" string="Group By...">
282 <filter string="Supplier" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
283 <filter string="Source" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'origin'}"/>
284 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
285 <filter string="Order Date" icon="terp-go-month" domain="[]" context="{'group_by':'date_order'}"/>
286 <filter string="Expected Date" icon="terp-go-month" domain="[]" context="{'group_by':'minimum_planned_date'}"/>
292 <record id="view_purchase_order_filter" model="ir.ui.view">
293 <field name="name">purchase.order.list.select</field>
294 <field name="model">purchase.order</field>
295 <field name="type">search</field>
296 <field name="arch" type="xml">
297 <search string="Search Purchase Order">
298 <field name="name" string="Reference"/>
299 <filter icon="terp-mail-message-new" string="Inbox" help="Unread messages" name="needaction_pending" domain="[('needaction_pending','=',True)]"/>
301 <filter icon="terp-document-new" name="draft" string="Quotations" domain="[('state','=','draft')]" help="Purchase orders which are in draft state"/>
302 <filter icon="terp-check" name="approved" string="Purchase Orders" domain="[('state','not in',('draft','cancel'))]" help="Approved purchase orders"/>
303 <filter icon="terp-emblem-important" name="exception" string="Exception" domain="[('state','in',('except_invoice','except_picking'))]" help="Purchase orders which are in exception state"/>
305 <filter icon="terp-gtk-go-back-rtl" name="not_invoiced" string="Not Invoiced" domain="[('invoice_ids','=', False)]" help="Purchase orders that include lines not invoiced."/>
306 <field name="partner_id"/>
307 <field name="product_id"/>
308 <field name="create_uid"/>
309 <group expand="0" string="Group By...">
310 <filter string="Supplier" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
311 <filter string="Source" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'origin'}"/>
312 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
313 <filter string="Order Date" icon="terp-go-month" domain="[]" context="{'group_by':'date_order'}"/>
314 <filter string="Expected Date" icon="terp-go-month" domain="[]" context="{'group_by':'minimum_planned_date'}"/>
320 <record id="purchase_order_tree" model="ir.ui.view">
321 <field name="name">purchase.order.tree</field>
322 <field name="model">purchase.order</field>
323 <field name="type">tree</field>
324 <field name="arch" type="xml">
325 <tree fonts="bold:needaction_pending==True" colors="grey:state=='cancel';blue:state in ('wait','confirmed');red:state in ('except_invoice','except_picking')" string="Purchase Order">
326 <field name="needaction_pending" invisible="1"/>
327 <field name="name" string="Reference"/>
328 <field name="date_order" />
329 <field name="partner_id"/>
330 <field name="company_id" groups="base.group_multi_company" widget="selection"/>
331 <field name="minimum_planned_date" invisible="context.get('quotation_only', False)"/>
332 <field name="origin"/>
333 <field name="invoiced_rate" widget="progressbar" invisible="context.get('quotation_only', False)"/>
334 <field name="shipped_rate" widget="progressbar" invisible="context.get('quotation_only', False)"/>
335 <field name="amount_untaxed" sum="Total Untaxed amount"/>
336 <field name="amount_total" sum="Total amount"/>
337 <field name="state"/>
342 <record id="purchase_rfq" model="ir.actions.act_window">
343 <field name="name">Quotations</field>
344 <field name="type">ir.actions.act_window</field>
345 <field name="res_model">purchase.order</field>
346 <field name="context">{'search_default_draft': 1}</field>
347 <field name="view_mode">tree,form,graph,calendar</field>
348 <field name="search_view_id" ref="view_purchase_order_filter"/>
350 Create a request for quotation when you want to buy products from a supplier.
351 You can also use this menu to review requests for quotation created automatically
352 (based on logistic rules, like minimum stock, MTO, etc.)
354 Once confirmed, a request for quotation becomes a purchase order.
355 In the Purchase Settings, you can select the way to control supplier invoicing:
356 based on the order, based on receptions, or manual.
359 <menuitem action="purchase_rfq" id="menu_purchase_rfq"
360 parent="menu_procurement_management"
363 <record id="purchase_form_action" model="ir.actions.act_window">
364 <field name="name">Purchase Orders</field>
365 <field name="type">ir.actions.act_window</field>
366 <field name="res_model">purchase.order</field>
367 <field name="view_mode">tree,form,graph,calendar</field>
368 <field name="context">{'search_default_approved': 1}</field>
369 <field name="search_view_id" ref="view_purchase_order_filter"/>
370 <field name="help">Use this menu to search within your purchase orders by references, supplier, products, etc. For each purchase order, you can track the products received, and control the supplier invoices.</field>
372 <menuitem action="purchase_form_action" id="menu_purchase_form_action" parent="menu_procurement_management" sequence="6"/>
374 <record id="purchase_order_line_form" model="ir.ui.view">
375 <field name="name">purchase.order.line.form</field>
376 <field name="model">purchase.order.line</field>
377 <field name="type">form</field>
378 <field name="arch" type="xml">
379 <form string="Purchase Order Line" version="7.0">
383 <field name="product_id" on_change="onchange_product_id(parent.pricelist_id,product_id,product_qty,product_uom,parent.partner_id, parent.date_order,parent.fiscal_position,date_planned,name,price_unit,context)"/>
384 <label for="product_qty"/>
386 <field name="product_qty" on_change="onchange_product_id(parent.pricelist_id,product_id,product_qty,product_uom,parent.partner_id,parent.date_order,parent.fiscal_position,date_planned,name,price_unit,context)" class="oe_inline"/>
387 <field name="product_uom" groups="product.group_uom" on_change="onchange_product_uom(parent.pricelist_id,product_id,product_qty,product_uom,parent.partner_id, parent.date_order,parent.fiscal_position,date_planned,name,price_unit,context)" class="oe_inline"/>
389 <field name="price_unit"/>
392 <field name="taxes_id" widget="many2many_tags" domain="[('parent_id','=',False),('type_tax_use','!=','sale')]"/>
393 <field name="date_planned" widget="date"/>
394 <field name="account_analytic_id" colspan="2" groups="purchase.group_analytic_accounting" domain="[('parent_id','!=',False)]" />
395 <field name="company_id" groups="base.group_multi_company" widget="selection"/>
399 <page string="Notes">
401 </page><page string="Invoices and Receptions">
402 <field name="invoice_lines"/>
403 <field name="move_ids"/>
411 <record id="purchase_order_line_tree" model="ir.ui.view">
412 <field name="name">purchase.order.line.tree</field>
413 <field name="model">purchase.order.line</field>
414 <field name="type">tree</field>
415 <field name="arch" type="xml">
416 <tree string="Purchase Order Lines">
417 <field name="order_id"/>
419 <field name="partner_id" string="Supplier" />
420 <field name="product_id"/>
421 <field name="price_unit"/>
422 <field name="product_qty"/>
423 <field name="product_uom" groups="product.group_uom"/>
424 <field name="price_subtotal"/>
425 <field name="date_planned" widget="date" width="135"/>
426 <field name="state" invisible="1"/>
427 <field name="invoiced" invisible="1"/>
431 <record id="purchase_order_line_form2" model="ir.ui.view">
432 <field name="name">purchase.order.line.form2</field>
433 <field name="model">purchase.order.line</field>
434 <field name="type">form</field>
435 <field name="priority" eval="20"/>
436 <field name="arch" type="xml">
437 <form string="Purchase Order Line" version="7.0">
439 <label for="order_id" class="oe_edit_only"/>
441 <field name="order_id" class="oe_inline"/>
442 <label string="," attrs="{'invisible':[('date_order','=',False)]}"/>
443 <field name="date_order" class="oe_inline"/>
445 <label for="partner_id" class="oe_edit_only"/>
446 <h2><field name="partner_id"/></h2>
449 <field name="product_id" readonly="1"/>
450 <label for="product_qty"/>
452 <field name="product_qty" readonly="1" class="oe_inline"/>
453 <field name="product_uom" readonly="1" groups="product.group_uom" class="oe_inline"/>
455 <field name="price_unit"/>
458 <field name="taxes_id" widget="many2many_tags"
459 domain="[('parent_id','=',False),('type_tax_use','!=','sale')]"/>
460 <field name="date_planned" widget="date" readonly="1"/>
461 <field name="company_id" groups="base.group_multi_company" widget="selection"/>
462 <field name="account_analytic_id" colspan="4" groups="purchase.group_analytic_accounting" domain="[('parent_id','!=',False)]"/>
463 <field name="invoiced"/>
467 <separator string="Manual Invoices"/>
468 <field name="invoice_lines"/>
469 <separator string="Stock Moves"/>
470 <field name="move_ids"/>
475 <record id="purchase_order_line_search" model="ir.ui.view">
476 <field name="name">purchase.order.line.search</field>
477 <field name="model">purchase.order.line</field>
478 <field name="type">search</field>
479 <field name="arch" type="xml">
480 <search string="Search Purchase Order">
481 <field name="order_id"/>
482 <field name="product_id"/>
483 <field name="partner_id" string="Supplier"/>
484 <group expand="0" string="Group By...">
485 <filter string="Supplier" icon="terp-partner" domain="[]" context="{'group_by' : 'partner_id'}" />
486 <filter string="Product" icon="terp-accessories-archiver" domain="[]" context="{'group_by' : 'product_id'}" />
487 <filter icon="terp-gtk-jump-to-rtl" string="Order Reference" domain="[]" context="{'group_by' :'order_id'}"/>
488 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by' : 'state'}" />
495 context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
496 id="act_res_partner_2_purchase_order"
497 name="RFQs and Purchases"
498 groups="purchase.group_purchase_user"
499 res_model="purchase.order"
500 src_model="res.partner"/>
503 context="{'search_default_product_id': [active_id], 'default_product_id': active_id}"
504 id="action_purchase_line_product_tree"
506 res_model="purchase.order.line"
507 src_model="product.product"
508 groups="purchase.group_purchase_user"/>
511 <record id="purchase_line_form_action2" model="ir.actions.act_window">
512 <field name="name">Based on Purchase Order Lines</field>
513 <field name="type">ir.actions.act_window</field>
514 <field name="res_model">purchase.order.line</field>
515 <field name="domain">[('order_id.invoice_method','<>','picking'), ('state','in',('confirmed','done')), ('invoiced', '=', False)]</field>
516 <field name="view_type">form</field>
517 <field name="view_mode">tree,form</field>
518 <field name="search_view_id" ref="purchase_order_line_search"/>
520 Here you can track all the lines of purchase orders where the invoicing is "Based on Purchase Order Lines",
521 and for which you have not received a supplier invoice yet.
522 You can generate a draft supplier invoice based on the lines from this list.
525 <record id="purchase_line_form_action_tree2" model="ir.actions.act_window.view">
526 <field eval="1" name="sequence"/>
527 <field name="view_mode">tree</field>
528 <field name="view_id" ref="purchase_order_line_tree"/>
529 <field name="act_window_id" ref="purchase_line_form_action2"/>
531 <record id="purchase_line_form_action_form2" model="ir.actions.act_window.view">
532 <field eval="2" name="sequence"/>
533 <field name="view_mode">form</field>
534 <field name="view_id" ref="purchase_order_line_form2"/>
535 <field name="act_window_id" ref="purchase_line_form_action2"/>
538 action="purchase_line_form_action2"
539 id="menu_purchase_line_order_draft"
540 parent="menu_procurement_management_invoice"
543 <!-- Procurements -->
545 <record id="view_procurement_form_inherit" model="ir.ui.view">
546 <field name="name">procurement.order.form.inherit</field>
547 <field name="model">procurement.order</field>
548 <field name="inherit_id" ref="procurement.procurement_form_view"/>
549 <field name="type">form</field>
550 <field name="arch" type="xml">
551 <xpath expr="//field[@name='close_move']" position="before">
552 <field name="purchase_id"/>