Purchase Dynamic Approval | Purchase Order Dynamic Approval | Request For Quotation Dynamic Approval | Dynamic Purchase Approval | Purchase Approval Process | Purchase Order Approval Process

by
Odoo

$ 32.75

v 13.0 Third Party 122
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Purchase (purchase)
• Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 725
Technical Name sh_purchase_dynamic_approval
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 18.0 17.0 15.0 16.0 14.0 12.0 13.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Purchase (purchase)
• Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 725
Technical Name sh_purchase_dynamic_approval
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 18.0 17.0 15.0 16.0 14.0 12.0 13.0
logo
Enterprise Community Odoo.sh

Purchase Dynamic Approval

This module allows you to set dynamic and multi-level approvals in the request for quotation/purchase order so each order can be approved by many levels. Purchase orders can be approved based on untaxed/ total amount and approved by particular users or groups they get emails notification about orders that waiting for approval. When a purchase order/RFQ approves or rejects user gets a notification about it.

How it works? click here to watch video

Related Modules

Account Dynamic Approval Related

Sale Dynamic Approval Related

Payslip Dynamic Approval Related

Expense Dynamic Approval Related

Hot Features

Purchase Dynamic Approval.
RFQ Dynamic Approval.
Approved By Particular User.
Approved By Particular Group.
Email Notification.
Approve Based On Total Amount.
Approve Based On Untaxed Amount.

Features

  • You can set dynamic approvals on request for quotation/purchase order.
  • You can set different approvals on different orders.
  • PO/RFQ can approve based on untaxed/ total amount.
  • PO/RFQ can be approved by a particular user or group.
  • Users get a notification when the purchase order/RFQ approves or rejects.
  • You can create a flexible approval process.
  • No special configuration required, install it, use it.

Note

  • You have to disable the odoo feature "Purchase Order Approval" When you install this module otherwise conflicts both.

You have to define the minimum amount based on tax amount or without tax amount.


Approval configuration menu.


Approval Configuration: Setup approval levels based on minimum amount and users level. Also select companies.


Approved Process By, there are two types 1. User , 2. Group. Userwise means to define that person who approved the purchase order, in this wizard select the user.


Approve type 2. Group that means only specific groups users will give approval.


User submits RFQ for approval by pressing the ‘Confirm Order’ button. so that RFQ will automatically set the ‘Waiting for Approval’ stage. Auto fetch Approval Level based on configured approvals setup and minimum limit.


After confirmed by the user, Auto set next level approvers in the Approval Info tab. If next approval is required.


Email notification sent to approvers for approval RFQ.


There are two menus for
1. My Approval: Only access those RFQs which are assigned to him.
2. Waiting Approval: user can access own RFQ which is in Waiting for Approval and Approved stage.


Approval Flow

There are 2 approvers the first approver approves the RFQ.


After approved by the approved person, Auto set the next level approvers in the Approval Info tab. If next approval is required.


Email notification sent to approvers for approval RFQ.


Now the second approver approves the RFQ.


So purchase order created.


Email notification sent to approvers for approval RFQ.


Rejection Flow

There are 2 approvers If the first approver rejects the RFQ that means that RFQ will be canceled no more second approver is needed.


After click on the ‘Reject’ button, this wizard will pop up, here the approver has to add a reason for rejecting the RFQ.


After rejection, it auto set the rejection information in the "Reject Order Info".


Email notification of rejection looks like this.

Version 13.0.6 | Released on : 18thApril 2022

  • UpdateOnly Manager Can Create Approval Configuration.

Version 13.0.5 | Released on : 17th January 2022

  • Fixed Minor Bug Fixed.

Version 13.0.4 | Released on : 10th January 2022

  • UpdateWe have added a base module in depends which is a free module so please whenever you update with the latest v13.0.4 please install the base module first then install the latest updates.

Version 13.0.3 | Released on : 2nd December 2021

  • Fixed Minor Bug Fixed.

Version 13.0.2 | Released on : 24 May 2021

  • Fixed Minor Bug Fixed.

Version 13.0.1 | Released on : 18 May 2021

  • Initial Release.
  • Yes, This app is compatible with Odoo's Multi-Company Feature.
  • Yes, we provide free support for 90 days.

You May Also Like!

Purchase Order Double Approval
Sale Order Double Approval
Product Approval
User Approval
Contact Approval
Timesheet Approval
Other Apps Other Themes 
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,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
There are no ratings yet!
does it work beyond the multi company?
by
Ammar Al-Loubani
on 1/31/23, 7:01 AM

    Could you please check whether it will work under multi-company environment? So I can set “Approver” or the group beyond the entity.

Re: does it work beyond the multi company?
by
Softhealer Technologies
on 2/1/23, 12:20 AM Author

Yes we are giving company selection in Approval Configuration.

Does it work beyond multi company?
by
Ammar Al-Loubani
on 1/31/23, 6:58 AM
Re: Does it work beyond multi company?
by
Softhealer Technologies
on 2/1/23, 12:20 AM Author

Yes we are giving company selection in Approval Configuration.