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| 1 | +.. image:: https://odoo-community.org/readme-banner-image |
| 2 | + :target: https://odoo-community.org/get-involved?utm_source=readme |
| 3 | + :alt: Odoo Community Association |
| 4 | + |
| 5 | +========================== |
| 6 | +Update costs from purchase |
| 7 | +========================== |
| 8 | + |
| 9 | +.. |
| 10 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 11 | + !! This file is generated by oca-gen-addon-readme !! |
| 12 | + !! changes will be overwritten. !! |
| 13 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 14 | + !! source digest: sha256:8857022463cda546792e3e86ae5308778764bd224adb15ef09810d274d0edbb3 |
| 15 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 16 | +
|
| 17 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
| 18 | + :target: https://odoo-community.org/page/development-status |
| 19 | + :alt: Beta |
| 20 | +.. |badge2| image:: https://img.shields.io/badge/license-LGPL--3-blue.png |
| 21 | + :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html |
| 22 | + :alt: License: LGPL-3 |
| 23 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpurchase--workflow-lightgray.png?logo=github |
| 24 | + :target: https://github.com/OCA/purchase-workflow/tree/16.0/purchase_stock_cost_update |
| 25 | + :alt: OCA/purchase-workflow |
| 26 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 27 | + :target: https://translation.odoo-community.org/projects/purchase-workflow-16-0/purchase-workflow-16-0-purchase_stock_cost_update |
| 28 | + :alt: Translate me on Weblate |
| 29 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 30 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/purchase-workflow&target_branch=16.0 |
| 31 | + :alt: Try me on Runboat |
| 32 | + |
| 33 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 34 | + |
| 35 | +This module allows to adjust the valuation of the incoming goods related |
| 36 | +to their purchase order from the purchase line itself. |
| 37 | + |
| 38 | +**Table of contents** |
| 39 | + |
| 40 | +.. contents:: |
| 41 | + :local: |
| 42 | + |
| 43 | +Use Cases / Context |
| 44 | +=================== |
| 45 | + |
| 46 | +When a purchase order is confirmed, the value of the received goods is |
| 47 | +updated upon reception. It can happen anyway that the reception of the |
| 48 | +goods is confirmed before the final price is recorded in the |
| 49 | +corresponding purchase line. |
| 50 | + |
| 51 | +For that, Odoo will fix the valuation when the invoice for that purchase |
| 52 | +is confirmed, but that moment could be delayed for an uncertain period |
| 53 | +of time while thos stored goods are being selled with wrong margins and |
| 54 | +the value being discounted for a wrong price unit. |
| 55 | + |
| 56 | +We want to fix those disalignments as soon as possible from the purchase |
| 57 | +order while keeping the native mechanism to add later corrections from |
| 58 | +the invoice itself. |
| 59 | + |
| 60 | +Configuration |
| 61 | +============= |
| 62 | + |
| 63 | +In order to use this module, you need to have some storable products |
| 64 | +valued on average cost (AVCO). |
| 65 | + |
| 66 | +To do so: |
| 67 | + |
| 68 | +- Go to *Inventory > Configuration > Product Categories* and select one. |
| 69 | +- In the **Inventory valuation** section, select the **Costing method** |
| 70 | + as **Average Cost (AVCO)**. |
| 71 | +- Now all the products in that category will have that valuation rules. |
| 72 | + |
| 73 | +Usage |
| 74 | +===== |
| 75 | + |
| 76 | +In order to test the module: |
| 77 | + |
| 78 | +- Go to *Purchase > Orders* and create a new quotation. |
| 79 | +- Add a product with AVCO valuation and set a price. |
| 80 | +- Validate the purchase order. |
| 81 | +- Receive the products. |
| 82 | +- The products are now valued at the price you set in the order line. |
| 83 | +- You can check it in *Inventory > Reporting > Valuation* (debug mode |
| 84 | + needed). |
| 85 | +- Now change the price in the order line. |
| 86 | +- You'll see that the line has changed its color to yellow and a new |
| 87 | + button *Fix valuation* shows up in the header. |
| 88 | +- When you click that button, every disaligned valuation will be fixed. |
| 89 | + If you go to the *Valuation* report you'll see the adjustment layer. |
| 90 | +- After this, when you invoice the purchase you won't be able to edit |
| 91 | + the price anymore. |
| 92 | +- You can anyway add an additional valuation when you post the new |
| 93 | + invoice prices. |
| 94 | + |
| 95 | +Known issues / Roadmap |
| 96 | +====================== |
| 97 | + |
| 98 | +- Only AVCO is supported |
| 99 | + |
| 100 | +Bug Tracker |
| 101 | +=========== |
| 102 | + |
| 103 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/purchase-workflow/issues>`_. |
| 104 | +In case of trouble, please check there if your issue has already been reported. |
| 105 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 106 | +`feedback <https://github.com/OCA/purchase-workflow/issues/new?body=module:%20purchase_stock_cost_update%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 107 | + |
| 108 | +Do not contact contributors directly about support or help with technical issues. |
| 109 | + |
| 110 | +Credits |
| 111 | +======= |
| 112 | + |
| 113 | +Authors |
| 114 | +------- |
| 115 | + |
| 116 | +* Moduon |
| 117 | + |
| 118 | +Contributors |
| 119 | +------------ |
| 120 | + |
| 121 | +- David Vidal (`Moduon <https://www.moduon.team/>`__) |
| 122 | + |
| 123 | +Maintainers |
| 124 | +----------- |
| 125 | + |
| 126 | +This module is maintained by the OCA. |
| 127 | + |
| 128 | +.. image:: https://odoo-community.org/logo.png |
| 129 | + :alt: Odoo Community Association |
| 130 | + :target: https://odoo-community.org |
| 131 | + |
| 132 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 133 | +mission is to support the collaborative development of Odoo features and |
| 134 | +promote its widespread use. |
| 135 | + |
| 136 | +.. |maintainer-chienandalu| image:: https://github.com/chienandalu.png?size=40px |
| 137 | + :target: https://github.com/chienandalu |
| 138 | + :alt: chienandalu |
| 139 | +.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px |
| 140 | + :target: https://github.com/rafaelbn |
| 141 | + :alt: rafaelbn |
| 142 | + |
| 143 | +Current `maintainers <https://odoo-community.org/page/maintainer-role>`__: |
| 144 | + |
| 145 | +|maintainer-chienandalu| |maintainer-rafaelbn| |
| 146 | + |
| 147 | +This module is part of the `OCA/purchase-workflow <https://github.com/OCA/purchase-workflow/tree/16.0/purchase_stock_cost_update>`_ project on GitHub. |
| 148 | + |
| 149 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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