| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Invoicing (account) |
| Lines of code | 1632 |
| Technical Name |
company_memo |
| License | See License tab |
| Versions | 10.0 12.0 13.0 14.0 16.0 |
Internal/Office Memo for companies
This module provides feature to Send office memo / request in an organization. Approvals of a requet type is configurable.
- For configuration: Go to Setting, Give internal users access 'Memo Users role'.
Give accountants Memo Account Manager Group.
Give Managers Memo Manager Group.
- You can also configure this by going to Office memo appication > configuration.
Create a memo request configuration e.g payment request, add the respective approvals
Select an employee, set the manager or supervisor; this plays a role when users are selecting the person to forward request.
- To generate a Memo: On the Memu, 'Office Memo' Create a Memo.
- Select the type of Memo- Payment, procurement request, ... or Internal Memo, add the subject and other fields.
- Click on Forward Button - A dialog box will display to allow user enter the employee or user to direct to.
- Select the type of Memo- Payment or Internal Memo, add the subject and other fields.
- Behaviours 'Edit' Button disappears when the user forwards a memo to an employee.
- The recipient of the Memo will only see the edit button. By clicking on the Forward, the dialog box appears to enable user direct the memo to another user.
- Users can also return / reject or approve memo.
- If Payment Memo, Memo manager's group are entitled to see Approve payment button while Account Users are entitle to see register payment button.
Additional Features: - You can select to send general memo to every employee using internal memo
Initial Settings for Memo Application
Memo List Interface
Memo list Interface.
Memo Interface
Memo Interface.
Memo Dialog
Memo Forward Dialog.
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