Invoice Tripple Approval-Validation Process Odoo
by BrowseInfo https://www.browseinfo.com/demo-request?app=bi_invoice_tripple_approval&version=17&edition=Community$ 49.07
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 572 |
| Technical Name |
bi_invoice_tripple_approval |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 10.0 11.0 17.0 18.0 14.0 13.0 15.0 12.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 572 |
| Technical Name |
bi_invoice_tripple_approval |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 10.0 11.0 17.0 18.0 14.0 13.0 15.0 12.0 16.0 |
Invoice Tripple Validation-Approval Workflow Odoo Apps
This Odoo apps helps you to add three-step approval process for Customer invoice while validation of invoice in Odoo.This Odoo module add three setup validation process and triple approval validation process for customer invoice, only specific users like finance manager, Director have access to this kind of multi-step validation of customer invoice. Only user with "Finance Manager (Accounting)" groups can confirm invoice from 'Second Approval' state and user with "Director(Accounting)" groups can invoices from 'Third Approval'. User will get the email notification while required for approval and approved an invoice. Approver have access to reject an invoice with rejection reason and also view in approval info tab in an invoice. This Odoo app helps you to triple approval process for Customer Invoice while validation of invoice.
Features
Three Step Verification Process.
You can set three step verification approval process on Invoice.
Limit Decides the Approval Process.
If order's total amount exceeds the pre-defined limit,then flow will be two step invoice validation process.
Set Limit Amount for Invoice.
You can set a limit amount on invoice as two and three step verification.
Users are Allowed ask for Approval to Director.
User can ask for third approval to the director if sale order exceeds the limit of finance manager.
User are allowed to Ask Approval.
Users are allowed to ask approval from the finance manager in second approval state.
For Multilevel Validation.
If order's total amount exceeds the pre-defined limit of three step,then flow will be three step validation process.
Get the Email Notification
User will get the email notification, When required for approval and approved invoice.
Reject the Invoice by Approver
Approver have access to reject an invoice with rejection reason.User Configuration & Setup
Once module is installed only user with "Manager(Accounting)" groups can confirm invoice from 'First Approval' state, user with "Finance Manager (Accounting)" groups can confirm invoice from 'Second Approval' state and user with "Director(Accounting)" groups can invoices from 'Third Approval'.
Configure Approval Amounts into Invoice Settings
Enable "Double and Triple Approval" to set Minimum Approval amounts.
Three Step can be enabled only when "Double Approval" is Enabled If Amount Total of invoice will exceeds the limit of First Approval then flow will be Two Step If Amount Total of invoice will exceeds the limit of Second Approval then flow will be Three Step
Invoice User Who Don't have Any Approval Group
Invoice will be into To Approve state after validate, because Total Amount of order is greater the pre-defined First Approval Limit.
Accounting Manager : Included into Accounting Manager(Accounting) group
Invoice will be into Second Approval state after first approval, because Total Amount of invoice is greater the pre-defined Second Approval Limit.
User can view the "Approval Info" tab, When invoice will be approved, Approved Info will automatically fill up and when invoice will be rejected, Rejected Info will automatically fill up.
Finance Manager : Included into Finance Manager(Accounting) group
Invoice will be into Third Approval state after second approval.
Email Notification for Invoice Approval Required
Once invoice would be into Third Approval state, Third approver get the email notification for invoice approval required.
Director : Included into Director(Accounting) group
Invoice will be into open state after third approval.
Display Approval Info in Invoice
User can view the approved date and approved by info under "Approval Info" tab.
Email Notification for Invoice Approved
Once invoice would be approved by third approver, User will get the email notification for invoice approved.
Director : Included into Director(Accounting) group
Invoice will be into reject state after rejected invoice by third approver for that click on 'REJECT' button.
Reject Invoice Reason Wizard
Third approver(Director) must be enter rejection reason.
Rejected Invoice with Info
Once rejected invoice by third approver, Invoice must be into 'Reject' state and show the reject date, reject by and reject reason under "Approval Info" tab.
Sent for Approval Menu
Goto Invoicing -> Customers -> Sent for Approval menu in that user can see the invoices which are sent for approval would be there.
Waiting for Approval Menu
User can see the invoices which are waiting for approval would be there.
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
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