Purchase Order Approval Route

by
Odoo

23.84

v 14.0 Third Party
Required Apps Purchase (purchase)
Invoicing (account)
Lines of code 432
Technical Name purchase_approval_route
LicenseOPL-1
Websitehttp://xfanis.ru
Also available in version v 11.0 v 12.0 v 13.0 v 10.0
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Required Apps Purchase (purchase)
Invoicing (account)
Lines of code 432
Technical Name purchase_approval_route
LicenseOPL-1
Websitehttp://xfanis.ru
Also available in version v 11.0 v 12.0 v 13.0 v 10.0

Dynamic, Customizable and Flexible Approval Route for Purchase Orders

This module helps to create multiple custom, flexible and dynamic approval route for purchase orders based on purchase team settings.

Key Features:

  • Purchase Manager can configure unlimited approval rules by creating Purchase Teams
  • Approval Route can be generated dynamically based on Total Amount of Purchase Order
  • PO Approval can be used optionally or forcibly, depending on the module settings
  • Locking Total Amount of PO after receiving approval from particular approver or after finishing approval route
  • Unlimited level of "step by step" approval
  • Multi Company and Multi Currency features of Odoo System are supported

How it works:

After module installation new settings block will be displayed:

Purchase Module Config


  • No - approval route functionality disabled.
  • Optional - approval route can be used based PO initiator (Purchase Representative) choise.
  • Required - approval route is required. It means user should select PO Team on create RFQ.

Each Administrator of the Purchase Module has access to create and manage own Purchase Team.
PO Team Create Way

The form looks like in the screenshot below:
Enter name of the team, select team leader and add approvers

PO Team Form


Fields information

Team Leader is the Purchase Module Administrator who is allowed to manage own purchase team.
If Lock Amount Total checkbox is enabled the system prevents updating order lines after confirming order.

As Approver can be selected any User of the Purchase Module. Also you should enter Role/Position of the Approver. If information is available, system will try to set approver’s Job Title or Job Position in this field.

Also you can set Minimum Amount for which a validation by Approver is required.
If 0 - approver should approve each order. On confirming order the system generates approval route using Total value of PO and Minimum Amount for Approver. If Total less than Minimum Amount Approver will be skipped for this PO.

Also you can enable the option Lock Amount Total. If this checkbox is enabled user can not update order lines after received approval. An error will be triggered if the system detects a change in the Total. User Error


Purchase Order Form:

New PO

After creating PO user clicks the "Confirm" button. After that a request to approve to the first approver will be sent:

PO sent to approve

Pending - is the status for current approver


Only current approver can see the "Approve" button:

PO Form for Approver


Each approver will be requested to approve PO step by step. After the last approval PO is moving to the "Purchase Order" state and approval route is closing.

PO Approved


Video: 2 cases of using approval route to purchase PC accessories:
  • case 1: purchase order for a small amount
  • case 2: purchase order for a large amount

Watch Video

Contact me for Support, Customization, Implementation:
Email: dev@xfanis.ru
Telegram: https://t.me/xfanis
Odoo Proprietary License v1.0

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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).

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by depending on it, importing it and using its resources), but without copying
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