Metadata-Version: 2.1
Name: odoo-addon-budget_control_purchase_stock
Version: 18.0.2.0.0
Requires-Python: >=3.10
Requires-Dist: odoo-addon-budget_control_purchase==18.0.*
Requires-Dist: odoo-addon-budget_control_stock==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Budget Control on Purchase with Stock
Home-page: https://github.com/ecosoft-odoo/budgeting
License: AGPL-3
Author: Ecosoft, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 3 - Alpha
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

=====================================
Budget Control on Purchase with Stock
=====================================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
    :target: https://odoo-community.org/page/development-status
    :alt: Alpha
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
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    :alt: ecosoft-odoo/budgeting

|badge1| |badge2| |badge3|

This module bridges purchase and stock budget control with a
product-category inventory recognition policy and a company fallback:

- **Vendor Bill**: posting the bill releases the PO commitment and
  records budget actual. Outgoing stock operations do not affect budget.
- **Stock Issue Valuation**: posting the bill affects neither actual nor
  the PO commitment. Confirming an outgoing operation replaces the
  traceable PO commitment with a stock commitment; posting its valuation
  entry replaces that stock commitment with budget actual.

Each product category can use **Company Default**, **Vendor Bill**, or
**Stock Issue Valuation**. The resolved policy is captured independently
on each purchase order line and stock move, so mixed-policy purchase
orders are supported and later configuration changes do not rewrite
confirmed transactions. Returns preserve the original stock move policy.

Services and other non-storable products always use Vendor Bill. Stock
Issue requires automated inventory valuation. It also applies to
outgoing quantities that did not originate from a purchase (for example,
manufactured stock) when their product category uses Stock Issue; a
Vendor Bill category intentionally excludes all of its outgoing stock
operations from budget.

Lot-tracked products release the exact source PO commitment. Non-lot
products use company- and budget-period-scoped product FIFO across
received PO lines, ordered by PO date. Quantity is converted between
stock and purchase UoMs, and remaining commitment caps use
company-currency values. Cancelling an outgoing operation restores its
PO commitment, while a stock return reverses the issue actual without
recreating the fulfilled PO commitment.

.. IMPORTANT::
   This is an alpha version, the data model and design can change at any time without warning.
   Only for development or testing purpose, do not use in production.
   `More details on development status <https://odoo-community.org/page/development-status>`_

**Table of contents**

.. contents::
   :local:

Configuration
=============

1. In **Budget > Configuration > Settings**, choose the company's
   **Default Inventory Budget Actual Source**.
2. On each **Product Category**, choose **Company Default**, **Vendor
   Bill**, or **Stock Issue Valuation** under Inventory Valuation.
3. Categories using Stock Issue must use automated inventory valuation.

The category setting is company-specific. Services and non-storable
products always use Vendor Bill. Company and category changes apply to
new PO-line and stock-move snapshots; finish open purchase/delivery
flows before changing a policy for the same product.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/ecosoft-odoo/budgeting/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/ecosoft-odoo/budgeting/issues/new?body=module:%20budget_control_purchase_stock%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Ecosoft

Contributors
------------

- Saran Lim saranl@ecosoft.co.th

Maintainers
-----------

.. |maintainer-Saran440| image:: https://github.com/Saran440.png?size=40px
    :target: https://github.com/Saran440
    :alt: Saran440

Current maintainer:

|maintainer-Saran440| 

This module is part of the `ecosoft-odoo/budgeting <https://github.com/ecosoft-odoo/budgeting/tree/18.0/budget_control_purchase_stock>`_ project on GitHub.

You are welcome to contribute.
