[IMP] Purchase: remove blanket order field

closes odoo/documentation#15419

X-original-commit: 5f0e42ab6a
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>

content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst

@@ -32,42 +32,36 @@ Navigate to :menuselection:`Purchase app --> Configuration --> Settings`, and un
    create alternative requests for quotation (RfQs).
 
 .. image:: blanket_orders/blanket-orders-enabled-setting.png
-   :align: center
    :alt: Purchase Agreements enabled in the Purchase app settings.
 
-To create a blanket order, go to :menuselection:`Purchase app --> Orders --> Blanket Orders`, and
+To create a blanket order, go to :menuselection:`Purchase app --> Orders --> Purchase Agreements`,
-click :guilabel:`New`. This opens a new blanket order form.
+and click :guilabel:`New`. This opens a new purchase agreement form.
 
-Configure the following fields in the new blanket order form to establish predetermined rules for
+Configure the following fields in the new purchase agreement form to establish predetermined rules
-the recurring long-term agreement:
+for the recurring long-term agreement:
 
-- :guilabel:`Purchase Representative`: the user assigned to this specific blanket order. By default,
-  this is the user who created the agreement; the user can be changed directly from the drop-down
-  menu next to this field.
-- :guilabel:`Agreement Type`: the type of purchase agreement this blanket order is classified as. In
-  Odoo, blanket orders are the only official purchase agreement.
 - :guilabel:`Vendor`: the supplier to whom this agreement is tied, either once or on a recurring
   basis. The vendor can be selected directly from the drop-down menu next to this field.
+- :guilabel:`Buyer`: the user assigned to this specific blanket order. By default, this is the user
+  who created the agreement; the user can be changed directly from the drop-down menu next to this
+  field.
+- :guilabel:`Agreement Type`: the type of purchase agreement this blanket order is classified as.
+  Use the drop-down menu to choose :guilabel:`Blanket Order` if not already selected.
 - :guilabel:`Currency`: the agreed-upon currency to be used for this exchange. If multiple
   currencies have been activated in the database, the currency can be changed from the drop-down
   menu next to this field.
-- :guilabel:`Agreement Deadline`: the date that this purchase agreement will be set to expire on. If
+- :guilabel:`Agreement Validity`: the date range this agreement should be valid for. If this blanket
-  this blanket order should not expire, leave this field blank.
+  order should not expire, leave this field blank.
-- :guilabel:`Ordering Date`: the date that this blanket order should be placed on if a new quotation
+- :guilabel:`Reference`: the source purchase order (PO) that this blanket order is tied to. If this
-  is created directly from the blanket order form. If a new quotation is created, this value
+  blanket order should not be tied to any existing |PO|, leave this field blank.
-  automatically populates the *Order Deadline* field on the |RfQ|.
+- :guilabel:`Operation Type`: the operation type that should be applied to this order once it is
-- :guilabel:`Delivery Date`: the expected delivery date that the products included in an |RfQ| are
+  delivered.
-  expected, if created directly from a blanket order form. If a new quotation is created, this value
-  automatically populates the *Expected Arrival* field on the |RfQ|.
-- :guilabel:`Source Document`: the source purchase order (PO) that this blanket order is tied to. If
-  this blanket order should not be tied to any existing |PO|, leave this field blank.
 - :guilabel:`Company`: the company assigned to this specific blanket order. By default, this is the
   company that the user creating the blanket order is listed under. If the database is not a
   multi-company database, this field **cannot** be changed, and defaults to the only company listed
   in the database.
 
 .. image:: blanket_orders/blanket-orders-new-agreement.png
-   :align: center
    :alt: New blanket order purchase agreement with added products.
 
 Once all relevant fields have been filled out, click :guilabel:`Add a line` to add products under
@@ -80,57 +74,10 @@ each product, and set a price in the :guilabel:`Unit Price` column.
    changing the value in the :guilabel:`Unit Price` column to an agreed-upon price with the listed
    vendor. Otherwise, the price will remain `0`.
 
-To view and change the default purchase agreement settings for blanket orders directly from the
+Click :guilabel:`Confirm` to save this new purchase agreement.
-blanket order form, click the :guilabel:`➡️ (right arrow)` icon that becomes visible when hovering
-over the :guilabel:`Agreement Type` field, where :guilabel:`Blanket Order` is listed. This navigates
-to the blanket order settings.
 
-.. image:: blanket_orders/blanket-orders-internal-link-arrow.png
+Once confirmed, the blanket order's stage changes from :guilabel:`Draft` to :guilabel:`Confirmed`,
-   :align: center
+meaning this agreement can be selected and used when creating new |RfQs|.
-   :alt: Internal link arrow next to Agreement Type field on blanket order form.
-
-From here, the settings for blanket orders can be edited. Under the :guilabel:`Agreement Type`
-section, the name of the :guilabel:`Agreement Type` can be changed, and the :guilabel:`Agreement
-Selection Type` can be changed, as well. There are two options that can be activated for the type of
-selection:
-
-- :guilabel:`Select only one RfQ (exclusive)`: when a purchase order is confirmed, the remaining
-  purchase orders are cancelled.
-- :guilabel:`Select multiple RfQ (non-exclusive)`: when a purchase order is confirmed, remaining
-  purchase orders are **not** cancelled. Instead, multiple purchase orders are allowed.
-
-Under the :guilabel:`Data For New Quotations` section, the :guilabel:`Lines` and
-:guilabel:`Quantities` fields can be edited. Doing so sets how new quotations should be populated
-when using this purchase agreement.
-
-.. image:: blanket_orders/blanket-orders-edit-agreement-type.png
-   :align: center
-   :alt: Purchase Agreement type edit screen for blanket orders.
-
-There are two options that can be activated for :guilabel:`Lines`:
-
-- :guilabel:`Use lines of agreement`: when creating a new quotation, the product lines pre-populate
-  with the same products listed on the blanket order, if said blanket order is chosen for the new
-  quotation.
-- :guilabel:`Do not create RfQ lines automatically`: when creating a new quotation, **and**
-  selecting an existing blanket order, the settings carry over to the new quotation, but the product
-  lines do **not** populate.
-
-And, there are two options that can be activated for :guilabel:`Quantities`:
-
-- :guilabel:`Use quantities of agreement`: when creating a new quotation, the product quantities
-  listed on the blanket order pre-populate on the product lines, if said blanket order is chosen for
-  the new quotation.
-- :guilabel:`Set quantities manually`: when creating a new quotation, **and** selecting an existing
-  blanket order, the product lines pre-populate, but all quantities are set to `0`. The quantities
-  **must** be manually set by the user.
-
-Once any desired changes have been made, click :guilabel:`New` (via the breadcrumbs, at the top of
-the page) to navigate back to the blanket order form. Then, click :guilabel:`Confirm` to save this
-new purchase agreement.
-
-Once confirmed, the blanket order's stage (in the upper-right corner) changes from :guilabel:`Draft`
-to :guilabel:`Ongoing`, meaning this agreement can be selected and used when creating new |RfQs|.
 
 .. tip::
    After creating and confirming a blanket order, products, quantities, and prices can still be
@@ -141,6 +88,9 @@ Create a new |RfQ| from the blanket order
 
 After confirming a blanket order, new quotations can be created directly from the blanket order
 form. |RfQs| using this form are pre-populated with information based on the rules set in the form.
+The total quantities of products ordered through linked |RfQs| are automatically updated in the
+:guilabel:`Ordered` field on the agreement.
+
 Additionally, new quotations are automatically linked to this blanket order form, via the
 :guilabel:`RFQs/Orders` smart button at the top-right of the form.
 
@@ -153,7 +103,6 @@ vendor. Click :guilabel:`Print RFQ` to generate a printable PDF of the quotation
 click :guilabel:`Confirm Order` to confirm the |PO|.
 
 .. image:: blanket_orders/blanket-orders-new-quotation.png
-   :align: center
    :alt: New quotation with copied products and rules from blanket order.
 
 Once the |PO| has been confirmed, click back to the blanket order form (via the breadcrumbs, at the
@@ -162,7 +111,6 @@ top of the page). From the blanket order form, there is now one |RfQ| listed in
 smart button to see the |PO| that was just created.
 
 .. image:: blanket_orders/blanket-orders-rfq-smart-button.png
-   :align: center
    :alt: RFQs and Orders smart button from blanket order form.
 
 Replenishment
@@ -177,7 +125,6 @@ This makes blanket orders useful with :doc:`automated replenishment
 dictates when, where, and at what price the product should be replenished.
 
 .. image:: blanket_orders/blanket-orders-product-form.png
-   :align: center
    :alt: Product form with replenishment agreement linked to blanket order.
 
 .. seealso::