| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 254 |
| Technical Name |
invoice_multi_approval_cr |
| License | OPL-1 |
| Website | https://www.candidroot.com |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 254 |
| Technical Name |
invoice_multi_approval_cr |
| License | OPL-1 |
| Website | https://www.candidroot.com |
| Versions | 15.0 16.0 17.0 18.0 |
Community
Enterprise
Invoice multi Approval
Streamline your invoice approval process with Invoice Multi-Approval, allowing approval based on various criteria.
Youtube Video
01
Navigate to the Invoice menu to initiate the approval process.
02
Access the configuration settings by clicking on "Configuration" and then selecting "Invoice Approval Configuration" from the Approvals section.
03
Complete the approval criteria by filling in all the required fields and clicking the "Save" button.
04
Generate an invoice using the "John" user account.
05
Log in as "John," create a Sales Order based on the configured criteria (product, product category, amount, and customer) in the approval settings, validate the delivery order, and generate the invoice.
06
The invoice enters the "Pre Approve" state, signifying that it meets all approval criteria. If confirmed, it progresses to the "Approve" stage for the designated approvers.
07
Upon confirmation, the invoice transitions to the "Pre-Approve" status. Please note that this approval request is initiated by the user JOHN.
08
If John validates the invoice before obtaining approval, a validation message will be displayed on the screen.
09
Access the admin account, navigate to settings, and select technical. From there, click on emails to configure and manage email settings.
10
You will find an email regarding this approval request sent only to the approver's email address, including the invoice details and its link.
11
After clicking the "View Invoice" button, the screen will be redirected to that invoice, and you will find an "Approve" button.
12
After clicking the "Approve" button, the button will disappear, indicating that this invoice is now approved.
13
Now, both the admin and John can validate the invoice by clicking the "Validate" button.
14
After clicking the "Validate" button while logged in as John, the invoice will be in the posted status.
Get Help From Us!
Our Services
Odoo Implementation
Odoo Customization
Odoo Development
Odoo Migration
Odoo Integration
Odoo Consulting
Odoo Support
Odoo Theme Development
Odoo CMS Development
Odoo Ecommerce Development
Odoo Mobile App
Odoo Training
Please Follow Us On
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