Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales Management (sale_management)
• Invoicing Management (account_invoicing) • Discuss (mail) |
Lines of code | 321 |
Technical Name |
invoice_multi_level_approval_app |
License | OPL-1 |
Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Odoo Invoice/Bill Multi Level Approval App
Odoo invoice/bill multiple approval apps helps users to assign multiple approvals to invoice approval process and apply different filters for approval process such as product, partner and amount. based on this filter condition configured approval will get notification to approve invoice document and validate document if all approvers approve document. this app helps you to add approval flow for customer invoice, vendor bill, customer credit note and vendor credit note with different conditions.

Multiple Filters Creation
Multiple filters can be managed and it can be assign to the document any time.

Document Approvers
Document approved if it approved by all approves, this will save you from unpredictable lose. if one member make mistake other can refuse it to be validate.

Types Of Filters
Types of filters are available for customer invoices, vendor bills, customer credit note and vendor credit note.
Description
Click on Configuration->Create Invoice Approvals
Only user with administrator access rights can create filters.

Document Filter Wizard
Give name to the filter and fill other filter fields to compare with document.

Click on Configuration-> View Document Filter
Click on configuration-> view document filter.

Document Filters
All created document filters will store here, you can manage your filters directly from here. only user with administrator access rights can manage filters.

Click on Select Filter Button to Select and Assign Filter to this Document
Click on select button to add or replace filter on this document, only user with administrator access rights can add or replace filter for documents.

Select and Assign Filter to this Document
Click on select filter button to select and assign filter to this document.

Filter with Document will be Compared & Approvers of Document
Now you can see filter with which document will be compared and approvers of this document.

Conditions Should be Satisfied
Document can be approved by approver if this conditions satisfy,
1). Partner should be available in filter and in document
2). At least one product should be available in filter and in document
3). Total of document should be equal to or greater then filter total

If conditions will satisfy then approver can approve document. in invoice approvals status of approval will change.


If filter is not applied to document or document is not approved by all approvers and conditions are not satisfy, these pop-up will appear.



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edgetechnologies.odoo@gmail.comOdoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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