Purchasing quotations module (purchasing_quotations)

The purchasing_quotations module in src/cluster_erp/modules/purchasing_quotations/ is the register of supplier quotations. A supplier quotation (PurchasingQuotation) records an offer from a vendor, with or without a purchasing RFQ, priced per line with discount, surcharge, and freight conditions. Awarding a quotation can create a purchase order or a purchase contract in procurement and updates the purchasing info records. The register also lists the vendor quotations kept inside the purchasing RFQ sub-module.

At a glance¶

What the module does¶

• Records supplier quotations with four source values: rfq, unsolicited (default), spot, and price_list (src/cluster_erp/modules/purchasing_quotations/quotations/models.py:40-46, src/cluster_erp/modules/purchasing_quotations/quotations/schemas.py:16).
• Prices each line through a sequence of conditions into an effective unit price (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:797-831).
• Keeps revisions: revise clones a quotation into a new version and marks the old one superseded (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:509-594).
• Awards lines and, on request, creates a purchase order or contract through the EventBus (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:285-346).
• Compares all live quotation lines for one product by effective price, and lists a register of native and RFQ quotations (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:990-1116).

Sub-modules¶

The router is mounted under the module prefix with require_app("purchasing_quotations") (src/cluster_erp/modules/purchasing_quotations/module.py:39-49).

Data model¶

Money is Numeric: total and line total Numeric(19, 4), prices and condition values Numeric(18, 4) (src/cluster_erp/modules/purchasing_quotations/quotations/models.py:81, src/cluster_erp/modules/purchasing_quotations/quotations/models.py:127-131, src/cluster_erp/modules/purchasing_quotations/quotations/models.py:172). Line breakdowns are checked with ensure_product_breakdown (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:713, src/cluster_erp/modules/purchasing_quotations/quotations/services.py:745).

Screens and metadata¶

get_metadata declares a sidebar group Supplier Quotations (Turkish Tedarikçi Teklifleri) with three list sections: Supplier Quotations, All Quotations (Register), and Compare Supplier Quotations (src/cluster_erp/modules/purchasing_quotations/module.py:130-170). The register and compare views are their own entities, purchasing_quotation_register and purchasing_quotation_compare (src/cluster_erp/modules/purchasing_quotations/module.py:173-184). See generic list.

Status and actions¶

Statuses are in_preparation (default), submitted, awarded, completed, rejected, and cancelled (src/cluster_erp/modules/purchasing_quotations/quotations/models.py:54-62). The service maps each action to a target status and allowed source statuses (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:57-64).

stateDiagram-v2
 [*] --> in_preparation
 in_preparation --> submitted: submit
 submitted --> awarded: award
 in_preparation --> rejected: reject
 submitted --> rejected: reject
 awarded --> completed: complete
 in_preparation --> cancelled: cancel
 submitted --> cancelled: cancel
 awarded --> cancelled: cancel
 rejected --> in_preparation: reopen
 cancelled --> in_preparation: reopen

In prose: a quotation is prepared and submitted, then awarded or rejected. An awarded quotation is completed or cancelled. A rejected or cancelled quotation can be reopened. revise works from submitted, rejected, or cancelled and starts a new in_preparation version (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:509-525).

Business rules¶

• A quotation can be edited only in in_preparation or submitted (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:54, src/cluster_erp/modules/purchasing_quotations/quotations/services.py:634-640).
• Only in_preparation, cancelled, or rejected quotations can be deleted; delete sets deleted_at (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:224-238).
• Submitting needs at least one line, at least one line that is not rejected, a currency, and a validity date (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:599-633).
• The effective unit price walks the conditions in sequence order. A percent applies to the running subtotal or to the net price; per_unit adds a fixed amount per unit; absolute spreads a fixed amount over the quantity. Discounts subtract, surcharges and freight add, and the result is floored at zero (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:797-831).
• The line total is quantity times effective price, rounded to four places; the header total is recomputed on every line or condition change (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:848-874).
• Award stores the decision first, then creates a follow-on purchase order or contract when asked, and skips this if a follow-on already exists (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:321-339, src/cluster_erp/modules/purchasing_quotations/quotations/services.py:389-449).
• code comes from the yearly sequence purchasing_quotation; a revision gets a new code and version_no plus one (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:168, src/cluster_erp/modules/purchasing_quotations/quotations/services.py:522).
• Scales are stored per line and copied on revision; the effective price calculation does not read them (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:580-582, src/cluster_erp/modules/purchasing_quotations/quotations/services.py:848-851).

Events and queries¶

The module consumes 2 contracts and produces 7, counted as on the parties module page. The full list is on the contracts reference.

The procurement module handles SupplierQuotationAwarded and CreateFollowOnFromSupplierQuotation; see purchase contracts and info records.

Permissions¶

Privacy, retention, and history¶

The module has no privacy_handlers.py. Quotations are soft-deleted (src/cluster_erp/modules/purchasing_quotations/quotations/services.py:236). Pricing conditions and scales are child rows that are replaced together with their line; they are removed through the ORM so that each removal is recorded (see Notes below). Changes are captured by change history.

Analytics facts¶

analytics_facts.py contributes the fact set purchasing_quotation with the measures quotation_count, total_amount, median_amount, and average_lead_time_days, read with purchasing_quotation.read (src/cluster_erp/modules/purchasing_quotations/analytics_facts.py:17-117). See analytics facts.

Settings and reference data¶

The module has no settings section. Not determined from code: whether the condition types are meant to come from reference data; they are a fixed Literal in the schema (src/cluster_erp/modules/purchasing_quotations/quotations/schemas.py:16-19).

Tests¶

Found by a grep for modules.purchasing_quotations in tests/ (no hit) and by file name and the path /purchasing_quotations/ in web-client/.

Discrepancies¶

Terms introduced¶

Related pages¶

• Modules index
• Procurement module
• Purchasing RFQs
• Purchase contracts and info records
• API reference for this module

Verified against commit 92f8051 on 2026-11-13.