Invoice - Vendor Bill - Journal Entry Double and Tripple Approval

by
Odoo

129.61

v 13.0 Third Party 31
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 1086
Technical Name odoo_invoice_triple_approval
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 13.0 14.0 15.0 16.0 12.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 1086
Technical Name odoo_invoice_triple_approval
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 13.0 14.0 15.0 16.0 12.0

Customer Invoice - Vendor Bill - Journal Entry - Credit Notes - Refund/Debit Note - Sales Receipt - Purchase Receipt ( Double and Tripple Approval Workflow )

This module allow you to have double and tripple approval workflow on Customer Invoice - Vendor Bill - Journal Entry - Credit Notes - Refund/Debit Note - Sales Receipt - Purchase Receipt. So double and tripple approval workflow will be applied based on configuration on Accounting Journal form.

Main Features:

  • Allow you to configure approval workflow settings on account journal form and based on configuration on accounting journal workflow of approval will apply.
  • This app add double and tripple approval workflow but still allow you to configure on account journal form if you do not want to apply approval workflow and want to go with odoo standard flow.
  • Approval workflow has been added on Customer Invoice, Vendor Bill, Journal Entry, Credit Notes, Refund/Debit Note, Sales Receipt and Purchase Receipt.
  • Email notifications to request for approval to next level person.
  • Only selected approvers on account journal form will be able to make approvals.
  • Please note that we have not added new stage/stage on odoo states of invoices/bills/journal entries. We have added Ribbions on right top corner in green to show stage of approval workflow.
  • All approvers listed on account journal should have accounting rights then only they can approve.
  • You can choose multiple approvers on account journal form.
  • For more details please see below screenshots & Video.

Flow of Second and Third Level Approval Applicable to below Menu Items:

  • Invoices
  • Credit Notes
  • Receipts (Sales Receipt)
  • Bills
  • Refund/Debit Note
  • Receipts (Purchase Receipt)
  • Journal Entries

Flow of Second and Third Level Approval (Approval Type of Customer Invoices)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Invoice.
  • Second Approver (Marc Demo) can Approve Second Approval of Customer Invoice and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Customer Invoice and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Customer Invoice.

Flow of Second and Third Level Approval (Approval Type of Journal Entry)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Journal Entry.
  • Second Approver (Marc Demo) can Approve Second Approval of Journal Entry and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Journal Entry and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Journal Entry.

Flow of Second and Third Level Approval (Approval Type of Vendor Bill)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Vendor Bill.
  • Second Approver (Marc Demo) can Approve Second Approval of Vendor Bill and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Vendor Bill and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Vendor Bill.

Flow of Second and Third Level Approval (Approval Type of Credit Notes)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Credit Notes.
  • Second Approver (Marc Demo) can Approve Second Approval of Credit Notes and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Credit Notes and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Credit Notes.

Flow of Second and Third Level Approval (Approval Type of Refund/Debit Note)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Refund/Debit Note.
  • Second Approver (Marc Demo) can Approve Second Approval of Refund/Debit Note and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Refund/Debit Note and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Refund/Debit Note.

Flow of Second and Third Level Approval (Approval Type of Sales Receipt)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Sales Receipt.
  • Second Approver (Marc Demo) can Approve Second Approval of Sales Receipt and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Sales Receipt and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Sales Receipt.

Flow of Second and Third Level Approval (Approval Type of Purchase Receipt)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Purchase Receipt.
  • Second Approver (Marc Demo) can Approve Second Approval of Purchase Receipt and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Purchase Receipt and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Purchase Receipt.

ABOVE USERS AND APPROVERS ARE JUST SAMPLE USERS OF OUR DEMO SYSTEM TO EXPLAIN APP TO YOU.

=============================================================================================================================================

Customer Invoices

Flow of Second and Third Level Approval(Approval Type of Customer Invoices)

Approval Settings on Journal Form

Customer Invoice Form in Waiting Second Approval

Notification to Second Approver Wizard

Email Notification send to Second Approval

Second Approval Button on Customer Invoice Form

Second Approver (Marc Demo) can logged in System and Approve Second Approval of Customer Invoice

Second Approver send notification email to selected Third Approval.

Mail Notification send to Third Approval

Third Approval Button and details of Second Approvals on Customer Invoice Form

Third Approver (John Smith) can logged in System and Approve Third Approval of Customer Invoice

Details of Third Approvals on Customer Invoice Form

Mail Notification send to Sales Person after clicking Third Approval button

Attachments in Email

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Refuse button on Customer Invoice Form

Refuser (Johnty Dexter) can logged in System and Refuse Customer Invoice

Reason for Refuse Customer Invoice

Reason for Refuse Details on Customer Invoice Form

=============================================================================================================================================

Journal Entry

Flow of Second and Third Level Approval(Approval Type of Journal Entry)

Approval Settings on Journal Form

Journal Entry Form in Waiting Second Approval

Notify Second Approver Wizard

Email notification send to Second Approval

Second Approval Button on Journal Entry Form

Second Approver (Marc Demo) can logged in System and Approve Second Approval of Journal Entry

Second Approver send Notification Email to selected Third Approval

Mail Notification send to Third Approval

Third Approval Button and details of Second Approvals on Journal Entry Form

Third Approver (John Smith) can logged in System and Approve Third Approval of Journal Entry

Details of Third Approvals on Journal Entry Form

Mail Notification send to Salesperson after clicking Third Approval button

Attachments in Email

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Refuse button on Journal Entry Form

Refuser (Johnty Dexter) can logged in System and Refuse Journal Entry

Reason for Refuse Journal Entry

Reason for Refuse Details on Journal Entry Form

=============================================================================================================================================

Vendor Bill

Flow of Second and Third Level Approval(Approval Type of Vendor Bill)

Approval Settings on Journal Form

Vendor Bill Form in Waiting Second Approval

Notify Second Approver Wizard

Email Notification send to Second Approval

Second Approval Button on Vendor Bill Form

Second Approver (Marc Demo) can logged in System and Approve Second Approval of Vendor Bill

Second approver send Notification Email to selected Third Approval

Mail Notification send to Third Approval

Third Approval Button and details of Second Approvals on Vendor Bill Form

Third Approver (John Smith) can logged in System and Approve Third Approval of Vendor Bill

Details of Third Approvals on Vendor Bill Form

Mail Notification send to Salesperson after clicking Third Approval button

Attachments in Email

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Refuse button on Vendor Bill Form

Refuser (Johnty Dexter) can logged in System and Refuse Vendor Bill

Reason for Refuse Vendor Bill

Reason for Refuse Details on Vendor Bill Form

=============================================================================================================================================

Credit Notes

Flow of Second and Third Level Approval(Approval Type of Credit Notes)

Approval Settings on Credit Notes Form

Credit Notes Form in Waiting Second Approval

Second Approval Button on Credit Notes Form

Second Approver (Marc Demo) can logged in System and Approve Second Approval of Credit Notes

Third Approval Button and details of Second Approvals on Credit Notes Form

Third Approver (John Smith) can logged in System and Approve Third Approval of Credit Notes

Details of Third Approvals on Credit Notes Form

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Refuse button on Credit Notes Form

Refuser (Johnty Dexter) can logged in System and Refuse Credit Notes

Reason for Refuse Details on Credit Notes Form

=============================================================================================================================================

Refund/Debit Note

Flow of Second and Third Level Approval(Approval Type of Refund/Debit Note)

Approval Settings on Refund/Debit Note Form

Refund/Debit Note Form in Waiting Second Approval

Second Approval Button on Refund/Debit Note Form

Second Approver (Marc Demo) can logged in System and Approve Second Approval of Refund/Debit Note

Third Approval Button and details of Second Approvals on Refund/Debit Note Form

Third Approver (John Smith) can logged in System and Approve Third Approval of Refund/Debit Note

Details of Third Approvals on Refund/Debit Note Form

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Refuse button on Refund/Debit Note Form

Refuser (Johnty Dexter) can logged in System and Refuse Refund/Debit Note

Reason for Refuse Details on Refund/Debit Note Form

=============================================================================================================================================

Sales Receipt

Flow of Second and Third Level Approval(Approval Type of Sales Receipt)

Sales Receipt Form in Waiting Second Approval

As per above other flows Sales Receipt flow working same as for Second and Third Approval

=============================================================================================================================================

Purchase Receipt

Flow of Second and Third Level Approval(Approval Type of Purchase Receipt)

Purchase Receipt Form in Waiting Second Approval

As per above other flows Purchase Receipt flow working same for Second and Third Approval

=============================================================================================================================================

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

Odoo 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,
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Good
by
Andy Agus Kurniawan
on 5/19/20, 12:16 AM

Hi, that's module can be running on odoo 13 community version

Re: Good
by
Mustufa
on 5/19/20, 1:06 AM Author

Hi Andy, Yes it can be running in odoo 13 community and enterprise editions of odoo both editions. Regards, Mustufa Rangwala -- For more details you can send us email to contact@probuse.com


good
by
Andy Agus Kurniawan
on 5/18/20, 6:39 AM

this module, can use it on odoo 13 community version..?

Re: good
by
Mustufa
on 5/18/20, 7:07 AM Author

Hi Andy, Yes it can be used in odoo 13 community and enterprise editions of odoo both editions. Regards, Mustufa Rangwala