Purchase Workflow Customization
by Open Source Integrators https://github.com/ursais/osi-addons
Odoo
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employee Directory (hr)
• Purchase Management (purchase) • Discuss (mail) • Inventory Management (stock) |
| Lines of code | 385 |
| Technical Name |
osi_purchase_workflow_customization |
| License | AGPL-3 |
| Website | https://github.com/ursais/osi-addons |
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
- Bhavesh Odedra <bodedra@opensourceintegrators.com>
Contributors
- Open Source Integrators <http://www.opensourceintegrators.com>
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