PO Three Level Approval

by
Odoo          
v 10.0 Third Party 5

9.99 €

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Technical name odoo_po_three_levels_approval
LicenseOPL-1
Read description for v 12.0 v 11.0
Required Apps Purchase Management (purchase)
Inventory Management (stock)
Invoicing (account)
Technical name odoo_po_three_levels_approval
LicenseOPL-1
Read description for v 12.0 v 11.0
Required Apps Purchase Management (purchase)
Inventory Management (stock)
Invoicing (account)
FreelancerApps FreelancerApps

OVERVIEW

FreelancerApps

Approval routines will help you to restrict spending. One can only wear so many hats, so implementing approval routines allows you to focus on the other aspects your business. It will help you to increase the overall profitability of your business by reducing costs, giving you and your executive team control over expenses and allowing you to budget efficiently.

Overview FreelancerApps
FreelancerApps
FreelancerApps features

KEY FEATURES:

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  • Easy To Use.
  • Set Multilevel Approval Depending On Total Cost Of Purchase Order.
  • At Any Stage User Can Refuse Order And Pass Refuse Reason.
  • Different Configuration Per Company.
  • Keep Track Of Who Approved Or Rejected Order.
  • Mail Notification Of Need To Approve Order Or Rejected Order.
FreelancerApps play FreelancerApps play

FreelancerApps Configuration CONFIGURATION

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Goto Settings --> Users --> Users --> Access Rights Page --> Purchases. You will have User, Manager, Purchase Finance Manager, Director access. You need to set proper access right to the user.

Goto Settings --> Users --> Companies --> Three Step Approve Page --> Click On Three Step Approval CheckBox to Enable Three Step Approval Functionality For All Orders Of Selected Company. You Need To Set Double Approval Limit, Financial Approve Limit and Director Limit, So System Will Trigger Email According To Order Total And Limit Set Into Each Step.

FreelancerApps play FreelancerApps play FreelancerApps play FreelancerApps play FreelancerApps play

FreelancerApps Details DETAILS

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Suppose Normal User Creates A PO0008. Order Total Is More Than Double Approve Limit Set Into Company Configuration, So Normal User Can Confirm This And This Order Is Pass To Department Manager For Next Approval.

If User Have Purchase Manager Or Higher Access Right Then User Can Approve Or Refuse This Order. This Is Before Approve ScreenShot, Order Is In TO APPROVE State And Refuse And To Approve Buttons Are Visible

Order Total Is More Than Finance Approve Limit Set Into Company Configuration, So After Manager Approval Order Is Pass To Next Approval and Order Is Goes To FINANCE APPROVAL Stage

If User Have Purchase Finance Manager Or Higher Access Right Then User Can Approve Or Refuse This Order. This Is Before Approve ScreenShot, Order Is In TO FINANCE APPROVAL State, FINANCE APPROVAL And Refuse Buttons Are Visible

Order Total Is More Than Director Approve Limit Set Into Company Configuration, So After Financial Manager Approval Order Is Pass To Next Approval and Order Is Goes To DIRECTOR APPROVAL Stage

This Is Last Approval Stage. If User Have Director Access Right Then User Can Approve Or Refuse Any Order. This Is Before Approve ScreenShot, Order Is In TO DIRECTOR APPROVAL State, DIRECTOR APPROVAL And Refuse Buttons Are Visible

After Director Approval Order Is Confirmed, Shipment Is Created, Order Goes To PURCHASE ORDER State.

At Any Approval Stage If User Click On Refuse Button Then System Will Open New Wizard, User Needs To Add Refuse Reason And Click On Refuse Button

User Can Checkout Which User Have Approved / Refused Order On Which Date With Refuse Reason on APPROVE DETILS Page.

Here Are Detailed Order Approved Log Details.

Here Is Waiting Approve Mail Sample(We Use Email Template Instead Of Static Mail So User Can Change Template According To His Mail Format)

FreelancerApps play FreelancerApps play

You would love to have our other Apps!

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FreelancerApps Play

FreelancerApps SupportsSupports

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For any supports or questions, please contact me via:

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