The Purchase Threshold module enhances the Purchase Order workflow by introducing a configurable threshold limit for each purchase order. This allows businesses to set and track vendor-specific thresholds, improving financial control and procurement governance.
Key Features
- New Threshold Field: A float field added to the Purchase Order form to represent a monetary threshold.
- Auto-Population on Vendor Change: When a vendor is selected, the threshold value auto-fills from that vendor’s profile.
- Reset on Vendor Clear: If no vendor is selected, the threshold resets to 0.0.
- Non-Copyable: The threshold field will not copy over when duplicating a purchase order.
- Clean UI Integration: Positioned right after the currency field on the purchase order form.
How It Works
- Navigate to Purchase > Orders and create or edit a purchase order.
- Select a vendor; the threshold value auto-fills from the vendor’s contact card (from res.partner.threshold).
- The value is editable and used for reference or automation, depending on business rules.
- If the vendor is cleared, the threshold resets to 0.0.
Benefits
- Vendor-specific control over PO thresholds
- Seamless integration with vendor data
- Reduces human error with auto-filling
- Prevents unintentional data carryover (copy=False)
Conclusion
Purchase Threshold provides a simple but effective tool for tracking vendor-based purchase limits, making procurement more controlled and standardized.