Purchasing: Configuration: Purchase Agreement Types

Purpose

The purpose of this documentation is to explain the different Purchase Agreement Types, as well as creating new agreements and their configuration options in the Purchase app in Odoo 14. A Purchase Agreement is an indenture detailing the terms and conditions agreed upon during a purchase, and in Odoo, there are two distinct types of those agreements. 

Process

To get started, navigate to the Purchase application.


Once there, go to configuration > purchase agreement types. Here you'll see both preconfigured types of Purchase Agreements: Call for Tender and Blanket Order.


Configuration Options

Click create to open the modal window where you will see the different configuration options when creating a new Purchase Agreement type.

Agreement Type

  • Agreement Type: This indicates the agreement type name (e.g. Call for Tender or Blanket Order). You can create more agreements with a combination of configuration options, but for this documentation we will be using Call for Tender and Blanket Order.

  • Agreement Selection Type

    • Select only one RFQ (exclusive): If selected, then all other bids will be canceled upon selecting the winning bid.

    • Select multiple RFQ (non-exclusive): This allows you to select bids from several different vendors.

Data for new quotations

  • Lines

    • Use lines of agreement: If selected, when applied to an RFQ, the lines will override anything previously entered in the RFQ.

    • Do not create RFQ lines automatically: If selected, when applied to an RFQ, the lines of the Purchase Agreement will not override anything previously entered in the RFQ.

  • Quantities

    • Use quantities of agreement: If selected, when applied to an RFQ, the product quantities in the Purchase Agreement will override anything previously entered in the RFQ.  

    • Set quantities manually: If selected, when applied to an RFQ, the product quantities will be empty and the user will need to enter those manually.  

Good to Know!

The Difference between Blanket Order and Call for Tender?

It's all in the Quantities field!

Blanket Orders must be set to "Set quantities manually".


Call for Tender must be set to "Use quantities of agreement".


To see how to utilize your Purchase Agreements, please review the Purchase Agreements document.