Operating Unit in Purchase Orders

This module brings the Operating Unit concept into purchasing. On a purchase order you get two new fields, operating_unit_id (Operating Unit) and requesting_operating_unit_id (Requesting Operating Unit), both defaulting to the operating unit of the logged-in user. They are shown on the purchase order form and list, and become read-only once the order is cancelled, done or confirmed. Purchase order lines inherit the operating unit from their order, and it is visible on the line list, line form and line search views.

Business rules are enforced automatically: - The company of the purchase order and of its operating unit must match, otherwise a configuration error is raised. - When a vendor bill is created from a purchase order, the operating unit is copied onto the invoice. - On invoice lines linked to a purchase order line, the operating unit must be the same as on the purchase line, otherwise validation fails. - On a vendor bill, the purchase order selector only offers orders with the same operating unit (or none).

Users only see purchase orders and purchase order lines belonging to their allowed operating units (or with no operating unit), through record rules. The purchase analysis report can be filtered and grouped by Operating Unit, and the purchase order and line searches offer an Operating Unit grouping filter. All these fields and filters are only shown to users in the multi operating unit group.