Advance Purchase Approval

by
Odoo

48.72

v 14.0 Third Party
Required Apps Purchase (purchase)
Invoicing (account)
Inventory (stock)
Lines of code 564
Technical Name advance_purchase_approval
LicenseOPL-1
Also available in version v 15.0 v 13.0 v 12.0 v 16.0
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Required Apps Purchase (purchase)
Invoicing (account)
Inventory (stock)
Lines of code 564
Technical Name advance_purchase_approval
LicenseOPL-1
Also available in version v 15.0 v 13.0 v 12.0 v 16.0

With this app, you can define a purchase role for individual users. You also can define a set of rules, and based on these rules this app will check If the purchase user is able to confirm the purchase order or have to wait for approval from the purchase manager.

The rule can apply on Product, Product Template, Product Category, Vendor or Total Amount of Purchase Order

Requirements:

Disabled "Purchase Order Approval" function. Because this app will include this Odoo's function

List features:

1. Set Purchase Role for individual users. There are 3 roles

Purchase User: User can confirm purchase order if purchase order matches with rule lines. Otherwise, they have to wait for approval from users who has "Purchase Approve" role or "Purchase Manager" role.

Purchase Approve: User can confirm or approve purchase order. If purchase order matches with rule lines. Otherwise, they have to wait for approval from users in the "Purchase Manager" role.
Tips: You can create different level of Purchase Approve or Purchase User by defining different rule line on individual users.

Purchase Manager: User can confirm or approve all purchase orders. You don't define the rule line for this role. Notice, This app also checks companies for setting roles.


2. Define a set of rules for the role. The rule can be activate in the range date.


The rule can apply on Product Variant, Product Template, Product Category, Vendor or Total Amount of Purchase Order.

Product Variant: User cannot confirm or approve purchase order, If total amount of 'Conference Chair (Steel)' product in purchase order is over $3000

Product Template: User cannot confirm or approve purchase order, If total amount of 'Conference Chair' product template in purchase order is over $4000

Product Category: User cannot confirm or approve purchase order, If total amount of 'All / Saleable' product category in purchase order is over $5000

Vendor: User cannot confirm or approve purchase order, If total amount of purchase order that belong to 'Azure Interior' vendor is over $6000

Total Amount: User cannot confirm or approve purchase order, If total amount of purchase order is over $7000

3. List Purchase order are waiting for approval.


This menu item is only shown for 'Purchase Approve' and 'Purchase Manager' role


List Example:

1. Example 1: Set Purchase Role and Rule.


2. Example 2: Check Rule on Purchase Order.


3. Example 3: Do Approval on Purchase Order.



Example 1: Set Purchase Role and Rule.

Go to Purchase -> Configuration -> Purchase Role


This menu item only is shown for 'Purchase Administrator' group
Click on Create button to create new role
Click on 'Add a line' to define a rule

And this is fully rule for 'Marc Demo' User


Back To List Example


Example 2: Check Rule on Purchase Order.

If 'Marc Demo' User creates a purchase order like image below:
If click on 'Confirm Order' button, he will get the warning message

Because in purchase order, Subtotal of '[E-COM12] Conference Chair (Steel)' item is over $3000. But in defined rule, the subtotal of '[E-COM12] Conference Chair (Steel)' item cannot be over $3000.



If He change quantity of '[E-COM12] Conference Chair (Steel)' item from 16 to 5 and click on the 'Confirm Order' button, he will get the warning message

Because in purchase order, Subtotal of 'Conference Chair' item (product template) is over $4000. But in defined rule, the subtotal of 'Conference Chair' item (product template) cannot be over $4000.


If He change quantity of '[E-COM13] Conference Chair (Aluminium)' item from 10 to 9 and click on the 'Confirm Order' button, he will get the warning message

Because in purchase order, Subtotal of 'Saleable' product category item is over $5000. But in defined rule, Subtotal of 'Saleable' product category item cannot be over $5000.

'[FURN_0002] Desk Pad' item is not belong to 'Saleable' product category

If He change quantity of '[E-COM13] Conference Chair (Aluminium)' item from 9 to 5
Change quantity of '[FURN_0002] Desk Pad' item from 200 to 250 and click on the 'Confirm Order' button, he will get the warning message

Because in purchase order, Total amount is over $7000. But in defined rule, Total amount of purchase order cannot be over $7000.


On the warning message, if he click on 'Waiting Approve', the status will be changed to 'To Approve' status.



Back To List Example


Example 2: Do Approval Purchase Order.

The Users have 'Purchase Approve' or 'Purchase Manager' role, they can approve order

'Mitchell Admin' User has 'Purchase Manager' role. He can access list purchase orders which are waiting for approval.


If He click on 'Approve Order' button. 'P00039' will be become order.

Back To List Example




Email Support: huynh.giang.son.gs@gmail.com

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