| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 458 |
| Technical Name |
kx_invoice_multi_approval |
| License | OPL-1 |
| Website | https://koderxpert.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 458 |
| Technical Name |
kx_invoice_multi_approval |
| License | OPL-1 |
| Website | https://koderxpert.com |
| Versions | 17.0 18.0 |
Multi level Approval for Invoice Module
This module integrates a multi-level approval workflow with invoice orders, managing team-based approvals based on specified conditions.
Explore This Module
Overview
This module implements a multi-level approval system for Invoice in Odoo. It includes a configurable minimum approval amount, dynamic assignment of approvers from a separate team module, and a "Send to Approve" button for high-value orders. The approval process, shown in a dedicated "Approval" tab, features real-time notifications and alerts. The team module manages teams and approvers, integrating seamlessly with existing invoice modules for a structured and efficient approval workflow.
Features
Available in Odoo 17.0 Community and Enterprise.
View detailed Invoice Multi Level Approval
Easy setup with no extra configuration required.
Screenshots
Settings for Approval
This screenshot displays a 'Teams' submenu in the settings menu for managing Team options. The 'Based on amount' field is highlighted, featuring checkboxes for 'Minimum amount' options. These settings allow customization of how the minimum amount is defined for approval.
Models and Approvers
This image displays a model field where multiple models can be added to enable multi-level approval. It also shows the approver tab where approvers can be added for the approval process.
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Invoice Draft Showing Send to approve Button
This image displays a Invoice with a 'Send to Approve' button. The button will appear after the condition for the minimum amount is applied.
Validation Error for Approver Team and Sale Person
Validation error for approver team and Sales Person until the Approver Team and Sales Person are selected.
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Validation Error for Send For Approval
Validation error for confirmation until the order has been send for approver after the condition is applied.
.png?bf04c11)
Validation Error for confirmation
Validation error for confirmation until the order has been approved by all approver after the condition is applied.
.png?bf04c11)
After "Send For Approval" Approver changes the amount
The amount will be changed by the approver after the order has been send to approve, and the user cannot change the amount, teams field, etc.
.png?bf04c11)
Approvers see the Invoice Request
In this image, the invoice displays the "Approve" and "Reject" buttons.
.png?bf04c11)
Invoice with Approved
On this page, we can see that the invoice has been approved by the approvers. After approval, the user will confirm the order themselves. It also shows the email template of all actions.
.png?bf04c11)
Pop-up wizard for rejection reason
Pop-up wizard for rejection reason when a Invoice has been rejected by the approver.
-.png?bf04c11)
Invoice Rejected
The Purchase order has been rejected by the approver.
-.png?bf04c11)
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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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