All in one Dynamic Approval | Sale Dynamic Approval | Purchase Dynamic Approval | Invoice Dynamic Approval

by
Odoo

42.54

v 17.0 Third Party 1
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Lines of code 2539
Technical Name bi_all_in_one_dynamic_approval
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 16.0 15.0 14.0 17.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Lines of code 2539
Technical Name bi_all_in_one_dynamic_approval
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 16.0 15.0 14.0 17.0

Sales Dynamic Approval Odoo Apps

Multiple Level Approvals Odoo Apps

Dynamic Purchase Order Approval Odoo Apps

Account Dynamic Approval Odoo Apps

Multi Level Approvals Odoo App revolutionizes the approval process for sales orders, purchase orders, payments, and journal entries. This Odoo app allows users to configure dynamic approval workflows based on minimum total amounts and pre-tax figures. The app system mandates approvals from designated users and specific groups, ensuring a multi-level authorization process. Users receive email notifications for both approval and rejection, providing real-time updates on the status of their orders.

Features

Configure Dynamic Approval

User can configure dynamic approvals and set based on 'Total' and 'Before Tax Amount'.

Set Multiple Approvals

User can create or set multiple approvals for sales order, purchase order, payment and journal entry.

Approval Process By User & Group

There are two types of approval process 1) User and 2) Group.

Email Notification for Approval and Rejection

User will get an email notification for approval and rejection.

Dynamic Approval Configuration

Under general settings in that enable 'Dynamic Approval' checkbox and set approval based minimum amount of 'Total' or 'Before Tax Amount'.

User have to enable 'On Customer Invoice' and 'On Vendor Bill' option for approvals.

Approvals Menu

Goto Settings -> Users & Companies -> Approvals menu in that create approval with minimum amount, Option to enable/disable 'Sales Person Always in CC' and enter approval details.

There are two types of approval process 1) User and 2) Group, Here select approval process by 'User' and define person who approved the sales.

User can select approval process by 'Group' and define group name to approved the sales by specific group users.

Approvals Configurations Menu

Goto Settings -> Users & Companies -> Approvals Configurations menu in that select model and approvals.

Sales Order Dynamic Approvals

Confirm Sale Quotation

User can click on 'CONFIRM' button in sale quotation.

If approval based on 'Total', then approval will be based on total amount otherwise based on 'Before Tax Amount'.

User can see auto fetch approval levels based on configured approvals and minimum amount.

Once confirmed sale quotation and amount exceeding the limit, Sale quotation moved to 'WAITING FOR APPROVAL' stage and automatic set next approval level under 'Approval Info' tab.

Email Notification for Approval Quotation

User can see email notification sent to approvers for approval sale quotation.

Approve Sale Quotation by First Approver

First approver can click on 'Approve' button to approved sale quotation.

Once approved sale quotation by first approver, Automatic set next approval level under 'Approval Info' tab.

Email Notification for Approval Quotation

Approve Sale Quotation by Second Approver

Second approver can click on 'Approve' button to approved sale quotation.

Once approved sale quotation by second approver, Confirmed sale order and view the details of approvers under 'Approval Info' tab.

Email Notification for Confirmed Sale Order

Reject Sale Quotation

Approver can click on 'Reject' button to rejected sale quotation.

Sale Order Reject Wizard

Once click on 'Reject' button, Approver must be enter rejection reason in this wizard.

Rejected Sale Quotation

After rejected sale quotation by approver, Sale quotation moved to 'Reject' stage and no more approvals needed.

User can view rejection information under 'Approval Info' tab.

Email Notification for Rejected Sale Order

My Approval Menu

Goto Sales -> Orders -> My Approval menu in that view all approval assigned to user.

User can access or view their own quotation, which is in Waiting for Approval and Approved stage.

Purchase Order Dynamic Approvals

Confirm RFQ in Purchase

User can click on 'CONFIRM ORDER' button in RFQ of purchase.

If approval based on 'Total', then approval will be based on total amount otherwise based on 'Untaxed Amount'.

User can see auto fetch approval levels based on configured approvals and minimum amount.

Once confirmed RFQ and amount exceeding the limit, Sale quotation moved to 'WAITING FOR APPROVAL' stage and automatic set next approval level under 'Approval Info' tab.

Email Notification for Approval RFQ

User can see email notification sent to approvers for approval RFQ.

Approve RFQ by First Approver

First approver can click on 'Approve' button to approved RFQ.

Once approved RFQ by first approver, Automatic set next approval level under 'Approval Info' tab.

Approve RFQ by Second Approver

Second approver can click on 'Approve' button to approved RFQ.

Once approved RFQ by second approver, Confirmed purchase order and view the details of approvers under 'Approval Info' tab.

Email Notification for Confirmed Purchase Order

Reject RFQ

Approver can click on 'Reject' button to rejected RFQ.

Purchase Order Reject Wizard

Once click on 'Reject' button, Approver must be enter rejection reason in this wizard.

Rejected RFQ

After rejected RFQ by approver, Request for quotation moved to 'Reject' stage and no more approvals needed.

User can view rejection information under 'Approval Info' tab.

Email Notification for Rejected Purchase Order

Waiting For Approval Menu

Goto Purchase -> Orders -> Waiting for Approval menu in that user can access or view RFQ, which is in Waiting for Approval.

Display or view all approval assigned to user.

Payment Dynamic Approvals

Confirm Payment

User can click on 'CONFIRM' button in payment.

User can see auto fetch approval levels based on configured approvals and minimum amount.

Once confirmed payment and amount exceeding the limit, Payment moved to 'WAITING FOR APPROVAL' stage and automatic set next approval level under 'Approval Info' tab.

Email Notification for Submit For Approval

User can see email notification sent to approvers for approval payment.

Approve Payment by First Approver

First approver can click on 'APPROVE PAYMENT' button to approved payment.

Once approved payment by first approver, Automatic set next approval level under 'Approval Info' tab.

Approve Payment by Second Approver

Second approver can click on 'APPROVE PAYMENT' button to approved payment.

Once approved payment by second approver, Posted payment and view the details of approvers under 'Approval Info' tab.

Email Notification for Payment Posted

Reject Payment

Approver can click on 'REJECT PAYMENT' button to rejected payment.

Payment Reject Wizard

Once click on 'Reject' button, Approver must be enter rejection reason in this wizard.

Rejected Payment

After rejected payment by approver, Payment moved to 'REJECT' stage and no more approvals needed.

User can view rejection information under 'Approval Info' tab.

Email Notification for Invoice Payment Rejected

Waiting For Approval Menu

Goto Invoicing -> Customers -> Waiting For Approval menu in that view all approval assigned to user. .

User can access or view their own payment, which is in Waiting for Approval stage.

Journal Entry Dynamic Approvals

Confirm Customer Invoice

User can click on 'CONFIRM' button in draft invoice.

If approval based on 'Total', then approval will be based on total amount otherwise based on 'Before Tax Amount'.

User can see auto fetch approval levels based on configured approvals and minimum amount.

Once confirmed customer invoice and amount exceeding the limit, Customer invoice moved to 'WAITING FOR APPROVAL' stage and automatic set next approval level under 'Approval Info' tab.

Email Notification of Submit for Approval

User can see email notification sent to approvers for approval customer invoice.

Approve Customer Invoice by First Approver

First approver can click on 'Approve' button to approved customer invoice.

Once approved customer invoice by first approver, Automatic set next approval level under 'Approval Info' tab.

Email Notification of Submit for First Approval

Approve Customer Invoice by Second Approver

Second approver can click on 'Approve' button to approved customer invoice.

Once approved customer invoice by second approver, Confirmed customer invoice and view the details of approvers under 'Approval Info' tab.

Email Notification for Confirmed Customer Invoice

Reject Customer Invoice

Approver can click on 'Reject' button to rejected customer invoice.

Invoice Reject Wizard

Once click on 'Reject' button, Approver must be enter rejection reason in this wizard.

Rejected Customer Invoice

After rejected customer invoice by approver, Customer invoice moved to 'Reject' stage and no more approvals needed.

User can view rejection information under 'Approval Info' tab.

Email Notification for Rejected Customer Invoice

Waiting Approval Menu

Goto Invoicing -> Customers -> Waiting Approval menu in that view all approval assigned to user.

User can access or view their own invoice, which is in Waiting for Approval stage.

Confirm Vendor Bill

User can click on 'CONFIRM' button in draft bill.

If approval based on 'Total', then approval will be based on total amount otherwise based on 'Before Tax Amount'.

User can see auto fetch approval levels based on configured approvals and minimum amount.

Once confirmed vendor bill and amount exceeding the limit, Vendor bill moved to 'WAITING FOR APPROVAL' stage and automatic set next approval level under 'Approval Info' tab.

Email Notification of Submit for Approval

User can see email notification sent to approvers for approval vendor bill.

Approve Vendor Bill by First Approver

First approver can click on 'Approve' button to approved vendor bill.

Once approved vendor bill by first approver, Automatic set next approval level under 'Approval Info' tab.

Email Notification of Submit for First Approval

Approve Vendor Bill by Second Approver

Second approver can click on 'Approve' button to approved vendor bill.

Once approved vendor bill by second approver, Confirmed vendor bill and view the details of approvers under 'Approval Info' tab.

Email Notification for Confirmed Vendor Bill

Reject Vendor Bill

Approver can click on 'Reject' button to rejected vendor bill.

Invoice Reject Wizard

Once click on 'Reject' button, Approver must be enter rejection reason in this wizard.

Rejected Vendor Bill

After rejected vendor bill by approver, Vendor bill moved to 'Reject' stage and no more approvals needed.

User can view rejection information under 'Approval Info' tab.

Email Notification for Rejected Vendor Bill

Waiting Approval Menu

Goto Invoicing -> Vendors -> Waiting Approval menu in that view all approval assigned to user.

User can access or view their own invoice, which is in Waiting for Approval stage.

Apps May You Like

Most Demanded Apps

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.

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
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
There are no ratings yet!
Increasing the approval flow for new products and expense module
by
gavinguo
on 4/22/24, 10:23 PM
  • Increasing the approval flow for new products and expense modules  is even better