Purchase order automation, built to be trusted
Rule-based RFQ-to-PO automation with a dry-run preview, transparent risk scoring, and a full audit log — configure it without a consultant and verify it before and after it runs.
Procurement teams lose hours every week to mechanical, repetitive steps — confirming routine RFQs, creating and validating vendor bills, chasing goods receipt — and every manual hand-off adds delay and risk. Existing automation tools force an impossible choice: single-checkbox apps that treat every order identically, or feature-heavy suites with no preview, no audit trail, and reviews that cite implementation effort and required training.
Purchase Order Automation gives you a rule engine you build in a guided form — route orders by amount, vendor, tag, product category, or warehouse — with a dry-run preview before any rule goes live and an immutable audit log of every decision. Confirmed orders can auto-generate and validate vendor bills, gated on goods receipt, with the correct accounting journal applied automatically.
Everything you need to automate purchasing, safely
Every capability below is implemented in the module.
Rule-Based Routing Engine
Auto-confirm, route to approval, or hold RFQs based on amount, vendor, vendor tag, product category, or warehouse — evaluated first-match-wins, running in real time on RFQ creation or on an hourly schedule.
Dry-Run Preview
See exactly which open RFQs a rule would affect and what decision it would make on each, before you switch the rule on.
Full Audit Log
Every automation decision — confirmed, approved, held, skipped, or overridden — is recorded with a human-readable reason, ready for finance and compliance sign-off.
Approval-Step Escalation
Route high-value or high-risk orders to a named approver mid-flow, with an approval activity scheduled automatically on the order.
Transparent Risk Scoring
A rule-based 0-100 score built from order value, vendor history, and order complexity flags risk with a visible reason — advisory only, it never confirms an order on its own.
Auto Vendor Bill Creation
Confirmed orders generate a vendor bill automatically, with journal auto-routing and validation gated on full goods receipt.
Manual Auto Process Override
Trigger or bypass automation on any single RFQ with one click — automation never traps you.
Bulk Confirm Wizard
Confirm many RFQs in one pass with a per-order success/failure report; each order runs in its own savepoint, so one failure never rolls back the batch.
Rule Effectiveness Dashboard
Pivot and graph views of the audit log show how often each rule fires, is skipped, or escalates, so you can see automation working.
How it works
Build a rule
Define conditions — amount, vendor, tag, category, warehouse — and an action in a guided form.
Preview it
Run a dry-run to see exactly which open RFQs the rule would touch, before it goes live.
Let it run
Activate the rule; it fires in real time on new RFQs or on the hourly schedule, creating bills and gating validation on receipt.
Review the log
Check the audit log, pivot, and graph to see what fired, what was skipped, and why.
See it in action
From rule configuration to the audit trail — see every step of the automation engine.
The Rules dashboard shows every automation rule as a card, with its trigger, action, and how many orders it has processed.
Automation Rules list view with times fired, times skipped, and a one-click Run now action per rule.
A guided rule form: pick conditions — amount, vendor tag, product category, warehouse — and the action to take when they match.
Dry-run preview: before you activate a rule, see the exact list of open orders it would affect and the decision it would make on each.
The purchase order itself shows the automation status, the rule that acted on it, a risk score with its reason, and a one-click Auto Process override.
An immutable audit log records every automation decision — confirmed, approved, held, skipped, or overridden — with a human-readable reason.
A rule-effectiveness pivot table breaks decisions down by rule, so you can see which rules are doing the most work.
A stacked bar graph of automation decisions over time, for an at-a-glance view of the engine in action.
Frequently asked
Will automation touch my existing purchase orders?
No. On install, PO Automation ships with zero active rules — nothing runs until you create and activate a rule yourself, and you can preview its effect first with the dry-run wizard.
Can I see why an order was auto-confirmed, held, or escalated?
Yes. Every decision is written to an immutable audit log with a human-readable reason, plus a visible risk score and status badge on the order itself.
Does the module use external AI services?
No. Risk scoring is a transparent, rule-based heuristic computed locally from order value, vendor history, and order complexity — it flags orders for review, it never auto-confirms on its own.
What happens if a bulk confirmation partially fails?
Each order in the bulk wizard is processed in its own savepoint, so one failing RFQ is reported with an error message while the rest confirm normally — no all-or-nothing rollback.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
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Rule-based purchase order automation with a dry-run preview, transparent risk scoring, and a full audit log for Odoo purchasing teams.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Invoicing (account) • Discuss (mail) • Inventory (stock) |
| Lines of code | 907 |
| Technical Name |
cerevantix_purchase_order_automation |
| License | OPL-1 |
| Website | https://cerevantix.com |
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.
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