Bill Approval if Bill Amount exceed Purchase Order Amount
by OMAX Informatics https://www.omaxinformatics.com
Odoo
$ 62.07
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 219 |
| Technical Name |
bill_approval_omax |
| License | OPL-1 |
| Website | https://www.omaxinformatics.com |
| Versions | 16.0 17.0 15.0 14.0 13.0 |
Bill Approval flow if Bill Amount exceed Purchase Order Amount
Overview
This app helps to add approval flow in the Bills. It's making sure that the bill amount is not greater than its purchase order. If so, then its required approval from the authority User.
Features
* When User Post/Confirm the bill, the system will check if the total bill amount is greater than purchase-order's amount or not. If yes, it will execute the Approval flow.
* Send Approval Request Wizard: User can get the complete information regarding why the bill needs approval. User can send approval request here. an email will send to those approvers which have assigned an access(Approver of Higher Bill amount than PO) in User from view.
* Track of Request Sender and Request Approver in the Bill. Chatter message log at the time of approval request sent and approved the request.
* Approver-User reviews the email and approves the request by Approve Higher Bill Amount Button. Once approved, an email will be sent to request initiator to get instant notification for the same. Now the initiator Post/Confirm the bill.
* Validations for better User Experience.
* Multi Companies and Multi Currencies feature supported.
* Send Approval Request Wizard: User can get the complete information regarding why the bill needs approval. User can send approval request here. an email will send to those approvers which have assigned an access(Approver of Higher Bill amount than PO) in User from view.
* Track of Request Sender and Request Approver in the Bill. Chatter message log at the time of approval request sent and approved the request.
* Approver-User reviews the email and approves the request by Approve Higher Bill Amount Button. Once approved, an email will be sent to request initiator to get instant notification for the same. Now the initiator Post/Confirm the bill.
* Validations for better User Experience.
* Multi Companies and Multi Currencies feature supported.
How It Works
Access Rights : Approver of Higher Bill amount than PO
We have a Purchase Order P00012 for a customer Azure Interior and its total amount is $230.
We have Two Vendor Bills which were created from purchase order P00012.
1) BILL/2024/04/0004 which is posted.
2) Draft Bill amount with $126.50
Let's login with Marc User and try to Confirm the Draft Bill amount with $126.50.
When Marc clicks on the Confirm button, the system will check the total bills amount with its Purchase order amount.
* If the total bill amount is greater than its Purchase order, then a wizard will be open with explanation. This explanation helps the User to understand why approval is needed for this bill.
* Users can send approval requests through the Send Request button.
* An email will be sent to those approvers which have assigned an access(Approver of Higher Bill amount than PO).
When Marc User sent the approval request,
1) a ribbon and "Request Sender" will be set in the bill form view.
2) a log will set in the chatter.
Email notification to Approvers.
Pending Approval Request Filter in Vendor Bill List view. Users can easily search the list of pending approval requests.
Now Let's login as Mitchell.
Approve Higher Bill Amount button visible only to Approvers.
Once Mitchell approve it,
1) an email will be sent to request initiator(Marc) to get an instant notification for the same.
2) Request Approver will be set in the bill form view
3) a log will be set in the chatter.
Email notification to Request Initiator(Marc).
Let's login as Marc. Now User Marc can Confirm the bill.
We can see the Bill is Confirmed by Marc and its status is Posted.
VALIDATIONS 1: If Request Initiator(Marc) Try to Confirm the Bill again:
VALIDATIONS 2: If approval request already sent by the request-initiator and other User try to Confirm the bill:
Let's see, What if there is no approval request initiated and Mitchell(the approver) tries to confirm the draft bill ?
A wizard will open with the necessary information and Mitchell can Confirm the Bill from the Wizard.
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