$ 184.07
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 2269 |
| Technical Name |
multi_level_approval_configuration |
| License | OPL-1 |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Approval Dashboard
The manager can manage all request in one place
You can create a new approval type for each business model. There are 2 cases:
Approval type for new model. Each model needs different fields, you can choose those ones fit your company requirement.
Approval type for existed business model. Sale Order, Purchase Order, Stock Transfer, MRP Order, HR Recruitment, Invoice and Payment.. are defined in other modules. you don't need to choose fields but declare the domain, which the approval flow will be applied on
Approval Flow
This flow is applied consistency for all request
or even not a manager.
Employee
Request
Notification
Manager
Approved
Approval All in One
Put everything in one place: employee requests, manager reviews and makes the decision
Live preview is alway available for you to have a look, don't be hesitate !
Using this account: username: demo / password: demo
You can either watch our demo on Youtube
We create 3 modules to implement the feature "All in one approval":
1. Odoo Approval
2. Odoo Approval: HR Extension
3. Odoo Approval: All in One
Odoo Approval
Needed Version: 1.1 (if you have bought v1.0, please re-download v1.1)
It's a base module, support configuring approval flow for new model only: Stationary, payment, business trip,..
Dependencies: Discuss, Product & Pricelist
HR Extension
You can set the approver as a coach, or a manager, or a manager of department of an employee
Dependencies: Odoo Approval, Employees
All in One
You can setup the approval flow for all models, even when they are defined in another modules: Sales, Purchase, MRP,..
Dependencies: Odoo Approval
Odoo Approval:
2020-02-22: version 1.0
2020-04-20: version 1.1
HR Extension:
2020-04-20: version 1.0. Need Odoo Approval version 1.1
Odoo Approval All in One:
2020-11-04: version 1.2: Change the approver, cancel request and update description template
* You can watch video demo on youtube Here
2020-10-07: version 1.1: Allow many approval types for a model
* Apply caching to save the performance
* Many approval types for a single model: we add a new tab where you can define the company and the groups of user
- If the company is defined, this approval type impacts only on the users of that company
- If the groups is defined, this approval type impacts only on the users of those groups
2020-04-20: version 1.0. Need Odoo Approval version 1.1
Groups and Record Rules
We create 2 groups to let the user access the approval application, and create 4 record rules in order to protect the privacy.
2 access groups
They are in the application "Approval"
-
Settings: can create / edit the approval type
-
User: can create / approve the approval request
Grant one of them to the user
4 record rules
They protect user's privacy:
-
An employee can only see their requests.
-
A manager can review and approve employee's request (of his department only).
-
Admin can see all.
Approval Types
Approval types is displayed from the menu Approval | Dashboard by the Kanban view. Click on the button Create to add a new type, its form looks like below:
Name: it could be a title, or a short summary of your approval type.
Description: you can write a long description to help your employee know which kind of request should be added to this type.
Fields: there are many fields to choose for your approval type. Some are required, some are optional, and some are no need.
Approvers: you can choose a person who can review and approve the request. if his decision is important, set "Type of Approval" is Required. Otherwise, set it as "Optional".
Approval Requests
Could be created by 2 ways: from the approval dashboard, or from the menu Approval | Approvals | My Requests
On approval dashboard
you click on the button "Create New Request" of the block of the approval type you want create request.
From menu My Requests
This menu will shown all requests created by you. You could click on the button "Create" to add a new record as usual.
The form view of the request will look like this
Meaning of fields:
Title: a short summary about your request
Request by:
track a person who create the request
Request Date: track a date you create the request
Type: it's approval type. After choosing it, these fields may be shown (or not, depending on your setting in approval type): Contact, Period, Date, Item, Quantity, Payment, Amount, Location, Reference.
Description: write detail of your request here. It could help your manager make a decision more quickly !
Flow:
When your request looks good, click on the button "Submit" to send it to your manager (or a person who's in charge ). its state changes from Draft to Submitted. And a new tab "Approver (s)" is shown.
Review a request
Login as Financial Manager, you will see 2 new buttons appear: Approve and Refuse.
If you refuse, a new popup will show out to ask for the refused reason.
Tracking
All activities related to this request will be tracked in a log chatter. It helps you manage the history
New option in approval type
Coach, Line Manager, and Department are set on employee form view.
If they are missed, approver will be re-assigned to a person who is set in column "User"
Approval All in One
This module allows you to set a approval flow for model which defined in another modules. There a new option in Approval Type "Apply for model?". Tick it, a new option "Model Setting" will be displayed.
From above picture, a purchase order which has a total amount > 5,000$, must be approved by purchase manager. I set up like below:
Model: I choose Purchase Order, it links to ir.model.
Domain: It means that, when an order changes its state to to_approve: if its total amount > 5000, it must be approved by Purchase Manager.
Hide Buttons from Model View?: tick this option to hide all buttons on Purchase form view when an order is waiting for approval, only 2 button Approve and Refuse are displayed .
Approved Action: it's technical field - python code, when an order is approved, the function record.button_approve() will be executed automatically.
Refused Action: It's technical field too, but is call when an order is refused.
Example:
I log in as a purchaser, and create a new purchase order to buy 5 large desk.
I will confirm it by clicking on button "Confirm Order"
You can see its state changed to "To Approve" and a new button "Request Approval" as well as a new message, are shown.
Now, i will click on "Request Approval", and a new popup displayed:
All data are filled automatically, you could update them. Then, click on button "Submit Request". A new request is created and shown as below:
I cannot see 2 button: Approve, and, Refuse. Because i'm login as a purchaser. Let's come back to Purchase form view:
I can only see a button "View Approval" ( because the option "Hide buttons from Model View?" of Approval type is on ), this button will open a request form view.
Now, let me log out and log in again as Purchase Manager. Check menu Approvals | Approvals | To Review
You can see that, i have 1 request to review. Open it:
Now, purchase manager can see 2 button: Approve, and, Refuse. Let me approve this request. Come back to purchase form view, you can see like this:
Its state change from "To Approve" to "Purchase order", and many buttons are displayed.
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Do I just need to buy Odoo Approval All in One to use the full functionality of the three modules Odoo Approval, HR Extension, All in One, or do I need to buy these three modules separately?
Re: Do I just need to buy Odoo Approval All in One to use the full functionality of the three modules Odoo Approval, HR Extension, All in One, or do I need to buy these three modules separately?
"All in one" depends on others. When you buy this one, it adds other as well.
Regards,
Can't test demo website
Hello
I can't open demo website ?
I test sequential approval ok but can u add more user demo. I want test after Manager approved, user can change document ?
Ty
I have the same question as David, app can sequential approval ?
In CRM a have a lot of Stages, ex: Stages1 (need Manager1 approval) -> Stages2 (Man2 approval) -> Stages3 (GD apprapval) -> Final.
----------------------------------
Hi,
This module is very interesting.
I would like if it possible to have sequential approval. By that, I mean RFQ->Approver 1 -> Approver 2
In that scenario, Approver2 would only receive the request if Approver1 has already approved.
It seems to my that in the current configuration, you can have 2 approvers, but they receive the notification at the same time and Approver2 can approve even if Approver1 has not approved yet.
Unless, you need the first approval to trigger a new approval, which would approve the RFQ ?
Thanks,
David
Re:
Hello,
The notification will be sent sequentially. You should experience by yourself by visiting https://demo14.domiup.com/
Regards,
Hi,
This module is very interesting.
I would like if it possible to have sequential approval. By that, I mean RFQ->Approver 1 -> Approver 2
In that scenario, Approver2 would only receive the request if Approver1 has already approved.
It seems to my that in the current configuration, you can have 2 approvers, but they receive the notification at the same time and Approver2 can approve even if Approver1 has not approved yet.
Unless, you need the first approval to trigger a new approval, which would approve the RFQ ?
Thanks,
David
New Version 1.2
Hello,
I have just released a new version 1.2
2020-11-04: version 1.2: Change the approver, cancel request and update description template
* You can watch video demo on youtube Here
Hi All,
I have just released the module https://apps.odoo.com/apps/modules/13.0/sale_invoice_payment_approval
Which adds new status "To approve" to the objects: Sale Order, Invoice (vendor bill), Payment.
Regards,
Inquiries
Hi , the new version seems to be excellent , but i have few inquiries
- we are using ODOO 13 Enterprise version (Hosted on odoo.sh), is your product supported on the enterprise version
- I tested the sales orders , and i was wondering if a quotation/sales order which is pending approval , can have its status (or any other field ) stating that it is pending approval , similar to the purchase order process. because now the user has to open each order to know if he submitted it for approval or not
- will the approver be notified by email for approving a document, or only in the odoo notifications. similarly can the user be notified by email when the order is approved
- can we modify the template of the approval message to include some additional details , like the customer name and total order amount of a sales order
- if we need some customizations after we purchase the app , would you assist with that
Regards
Re: Inquiries
- This module works well on the enterprise version, but may conflict with the native Approval from Odoo.
- For the sale order, you can search for some modules (OCA, OCB,..) which adds new State "To approval" same as the Purchase order. This module will combine with them perfectly.
- Notification is not sent because that may bother the user. But, you can deal with it by creating a new automation from the menu Settings | Technical | Automation | Automatic Actions. There may be an example from Odoo runbot, you can have a look!
New version 1.1 has been release
Hi all,
I have just pushed the new version 1.1 on the apps store. Please check it out.
Here is the quick release note:
2020-10-07: version 1.1: Allow many approval types for a model
* Apply caching to save the performance
* Many approval type for a single model: we add a new tab where you can define the company and the groups of user
- If the company is defined, this approval type impacts only on the users of that company
- If the groups is defined, this approval type impacts only on the users of those groups
Hallo, We purchased the module via Electronic bank transfer. we got a quotation generated by odoo app store that had banking information. Kindly assist on how we can progress in getting the app.
Re:
Hi Benson,
you should login into Odoo.com website, then go to your Sale Orders menu, you can see your order there and download the module. Thanks
Waiting for the next release
We will definitely be interested in buying the app and replacing all standard approvals in the system if this can allow multiple approvals per model . Once this feature is available please contact me to check it out. Thanks
Re: Waiting for the next release
Hi Hany Salem,
Wish you have a good day!
We have already updated the feature allowing many approval type for a single model. You can try on https://demo13.domiup.com/
Check the release note:
2020-10-07: version 1.1: Allow many approval types for a model
* Apply caching to save the performance
* We add a new tab where you can define the company and the groups of user
- If the company is defined, this approval type impacts only on the users of that company
- If the groups is defined, this approval type impacts only on the users of those groups
Multiple approvals for the same model
Hi ,
I would like to know if your app supports multiple approvals for the same model
we have multiple companies and branches , and we want to assign different approvers for each company and for each branch (or by any other criteria)
I have tried the live demo above , and when i tried to create an approval for the sales order , i got an error saying that there is already one approval created for the sales order model
finally is this app available for odoo 13 enterprise version ?
Re: Multiple approvals for the same model
Hi Hany,
You just told me a good point which i may add to the feature list of this module in the coming weeks: multiple approvals for the same model.
This module works well in enterprise version. Note that you don't need native approval module from Odoo, they may conflict on each other.
Regards,
Hi Kewin,
I don't know why the hyperlink is broken in my previous comment. check the link below:
https://apps.odoo.com/apps/faq
thanks, If I buy the v13, can I still get v12 free later when v12 is available?
Re:
You cannot!
Please check the policy from odoo:
Do I have to buy my module for each version?
Do you have the version for odoo12 community version?
Re:
Not yet!
but we're on the way, i will inform you when it's done