Create and Configure an Approval Type

Navigate to Approvals > Types and create a new approval type according to your business requirements. For example, create an approval type named Purchase Order and assign an appropriate Sequence value, such as 10, to control its display order. Enable the approval type by setting Active to True, making it available for immediate use within the approval workflow.
In the Approval Lines section, configure the approvers by adding the required approval entries. Select Marc Demo as the designated approver and enable the Required option to ensure that approval from this user is mandatory before the process can proceed.

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Configure Approval Rules for Purchase Orders

Next, navigate to the Model Configuration section and enable the Apply for Model option by setting it to True. Select Purchase Order as the Target Model and define the appropriate domain condition.
For example, configure a rule where the approval workflow is automatically triggered when the Total Amount (amount_total) exceeds 100. In this scenario, the designated user must obtain approval from the Approval Manager before proceeding with the purchase order, ensuring proper authorization and control over high-value transactions.

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Approval Type Available for Use

After completing the configuration, the newly created approval type becomes available in the Approvals → Types list view. This allows the Approval Manager to review, manage, and monitor the configured approval workflow directly from the approval type records.

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Approval Validation on Purchase Order Confirmation

Now, log in as Marc Demo and create a new Purchase Order. Add a product with a Unit Price of 144 and attempt to confirm the purchase order.
Upon confirmation, the system will display the following validation message:
"This document requires approval before modification."
This behavior occurs because an approval rule has been configured to trigger when the purchase order amount exceeds 100. Since the entered amount meets the defined approval condition, the purchase order cannot proceed until it has been reviewed and approved by the designated Approval Manager.

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Create an Approval Request

Next, log in as Marc Demo and navigate to Approvals > Requests to create a new approval request.
Enter an appropriate Name for the request and select Purchase Order as the Approval Type. In the Source Document section, choose Purchase Order as the Model Name and select the relevant Purchase Order record that requires approval.
Once all required information has been entered, save the approval request. The request will then be submitted for review according to the configured approval workflow, as illustrated in the image below.

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Review Submitted Approval Requests

Now, log in as the Administrator and navigate to Approvals > Requests.
In the requests list, you will find the approval request that was previously created and submitted by Marc Demo. The Administrator can review the request details, verify the associated source document, and proceed with the approval process according to the configured workflow, as shown in the image below.

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Submit and Process the Approval Request

Open the approval request and click the Submit button to initiate the approval workflow.
Once the request has been submitted, the designated approver will be able to review it. At this stage, two action buttons, Approve and Refuse, will become available on the approval request form, allowing the approver to either approve the request or reject it based on the defined approval criteria, as shown in the image below.

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Refuse an Approval Request

When the Refuse button is clicked, the system opens a refusal wizard prompting the approver to provide a reason for rejecting the request.
Enter the appropriate refusal reason and click Refuse to confirm the action. The request will then be marked as Refused, and the provided reason will be recorded for reference and audit purposes, as shown in the image below.

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Refused Request Impact on Document Approval

In Marc Demo's approval request, the status is now displayed as Refused, along with the refusal reason provided by the approver.
Because the approval request was rejected, the required authorization has not been granted. As a result, the user remains unable to confirm a Purchase Order that exceeds the configured approval threshold of 100, ensuring that the approval policy is properly enforced.

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Resubmit a Refused Approval Request

To resubmit a refused request, log in as the Administrator and navigate to Approvals > Requests in the list view.
Select the approval request with the Refused status, open the Action menu, and click Submit for Approval. This action reactivates the approval process and changes the request status from Refused back to Submitted, allowing it to be reviewed and processed again by the designated approver.

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Review the Resubmitted Approval Request

From the Administrator side, open the approval request in Form View.
You will notice that a new approval line has been automatically created as part of the resubmission process. The status of this approval line is displayed as Waiting, indicating that the request is pending review and action from the assigned approver, as shown in the image below.

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Approval Granted and Purchase Order Confirmation

Once the approval request has been reviewed and approved, the corresponding approval line is automatically updated, and its status changes to Approved, as shown in the image below.
With the required approval successfully granted, the user can now proceed with confirming the Purchase Order, even when the order amount exceeds the configured approval threshold. This ensures that high-value transactions are processed only after receiving the necessary authorization.

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Purchase Order Successfully Confirmed

As shown in the image below, the Purchase Order has been successfully created and confirmed after the required approval was granted.
Although the order amount exceeds the configured approval threshold, the document can now proceed through the workflow because all necessary approval requirements have been satisfied, ensuring compliance with the defined approval policy.

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Support for Multiple Approval Types

The module allows you to create and manage multiple approval types across different business models based on your organizational requirements. For example, approval workflows can be configured for Sales Orders, Purchase Orders, Journal Entries, and many other documents.
Additional approval types can be added at any time to support specific business processes, providing a flexible and scalable approval framework. This demonstrates the module's ability to enforce approval controls consistently across various Odoo models while adapting to different operational needs.

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