Multilevel Approval

by
Odoo

47.92

v 15.0 Third Party 2
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Purchase (purchase)
Sales (sale_management)
Invoicing (account)
Lines of code 1164
Technical Name approval
LicenseOPL-1
Websitehttps://c2.zapto.org
Versions 16.0 15.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Purchase (purchase)
Sales (sale_management)
Invoicing (account)
Lines of code 1164
Technical Name approval
LicenseOPL-1
Websitehttps://c2.zapto.org
Versions 16.0 15.0 14.0

Multilevel approval


Odoo Multi-Level Approval Module provides a robust and efficient solution to streamline the approval process within your organization. This module allows you to create and manage multiple levels of approvals for various business operations, such as purchase orders, sales orders and expenses. With this module you can setup a flexible and customizable approval workflow to match your business needs, ensuring that every transaction is reviewed by the right people at the right time.

5 accounts have been created for demo purpose:

  1. Username: approval1 Password: approval1 (Role: Manager, Company: Headquarter,Branch)
  2. Username: approval2 Password: approval2 (Role: User, Company: Headquarter)
  3. Username: approval3 Password: approval3 (Role: User, Company: Branch)
  4. Username: user Password: user (Role: User, Company: Headquarter)
  5. Username: user2 Password: user2 (Role: User, Company: Branch)

Demo link: http://155.248.171.122:8086

Features


Role and responsibility

Two roles are available in this module.

  1. User: allow to submit and approve request
  2. Manager: allow to create/edit approval category

Customizable approval request field

There are various types of pre-define fields available for customization. One can make the field mandatory, optional or hide it.

Flexible approval rule

One can define the rule whether second or third level of approval is required. Multiple approval names on the same rule means either one approval is required. When either the minimum amount or minimum quantity is met, the approval rule will be automatically enforced, else it will move to next level.

Approval rule applicable to sales, purchase and invoice module

The approval rules can be applied to sales, purchase and invoice module.

Multi-company support

Different rules for different companies.

Notification support

Notification in inbox and menubar whenever new approval request is submitted and status change on the request.

Record Rules

Record rules have been created to allow the approval request submitter to view his/her own request only. Employee from each company will only allow to view the approval category created for their company.

Releases


Released on : 1thNovember 2022

15.0.1 Initial Release.

Released on : 11 December 2022

15.0.2 Added multi-company and notification support.

Released on : 20 December 2022

15.0.3 Fixed bug in approval category creation

Released on : 12 January 2024

15.0.4 Added support to invoice module
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
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