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Purchase Workflow Customization

by
Odoo
v 11.0 Third Party 159
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PO Approval Process & Routings

PO Approval process that allows routing of POs for approval based on amount. There are two types of parts inventory and non-inventory. These module will restrict PO creator to approves own non inventory items. Based on approval and co-approval amount and PO type, PO approval process will move forward and send email to higher level appoval & co-approval based on configuration.

Configuration

  • Purchases > Configuration > Purchase Approvals
  • Create purchase approvals 'Employee, PO Type, Approval amount, Co-Approval amount' with 'Employee A, Inventory/Non-Iventory, 100.0, 500.0'
  • Create purchase approvals 'Employee, PO Type, Approval amount, Co-Approval amount' with 'Employee B, Inventory/Non-Iventory, 1000.0, 1500.0'

Usage

  • Go to Purchases > Purchase > Requests for Quotation
  • Create a new one with amount 700.0.
  • Users who have 'Approve Purchase Requests' access right, can validate request
  • After validate request, PO will check approval configuration.
  • As per our above configuration, it will send email to 'Employee B' for approve and co-approve.
  • 'Employee B' will approve, co-approve and confirm it.

Credits

Contributors

  • Open Source Integrators <http://www.opensourceintegrators.com>

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