Approval Manager User Configuration

After installing the module, simply go to Settings > Users & Companies > Users, open the user you have selected as the Approval Manager, and assign the Approval Manager role to that user.

Approval User Selection

As shown in the image below, Marc Demo has been selected and configured as the Approval User.

Approval Menu Visibility

Only after configuring the appropriate user access rights, the Approval menu becomes visible on the home page, as shown in the image below.

Creating a New Approval Type

Navigate to Approvals > Types and create a new approval type. For example, create a type named Purchase Order and set the Sequence to 10. Enable the type by setting Active to True, as we want this approval type to be available immediately after creation.

In the Approval Lines section, add the required line details, select Marc Demo as the user you want to restrict, and set Required to True.

Configuring Model-Level Approval Rules

Next, navigate to the Model Configuration page and enable Apply for Model by setting it to True. Set the Target Model to Purchase Order and define the domain condition such that when the amount_total is greater than 100, the selected user must obtain approval from the Approval Manager before proceeding.

Viewing the Newly Created Approval Type

After completing the configuration, the newly created approval type is visible in the Approvals > Types list view for the Approval Manager.

Approval Validation During Purchase Order Confirmation

Now, log in as Marc Demo and create a new Purchase Order. Select a product with a Unit Price of 144 and attempt to confirm the purchase order.

The system will display an error stating: "This document requires approval before modification."

This occurs because we configured a domain rule that requires approval from the Approval Manager when the amount (unit price/total) exceeds 100. Since the entered value does not meet this condition, the user must obtain approval before proceeding.

Creating an Approval Request

Now, the user (Marc Demo) navigates to Approvals > Requests and creates a new approval request.

Enter a Name for the request, select the Type as Purchase Order, and choose the Source Document by selecting the Model Name as Purchase Order along with the corresponding Purchase Order ID.

Finally, save the request, as shown in the image below.

Viewing the Approval Request as an Administrator

Now, log in as the Administrator and navigate to Approvals > Requests.

You can see the newly created approval request submitted by the Demo User (Marc Demo) listed in the requests menu, as shown in the image below.

Submitting the Approval Request

Open the approval request and submit it.

After submission, two action buttons-Approve and Refuse-will be visible on the request form, as shown in the image below.

Refusing an Approval Request

When you click on Refuse, a wizard opens prompting you to provide a refusal reason. Enter the appropriate reason and then click Refuse to complete the action.

Refused Approval Request and Its Impact

In Marc Demo's approval request, the status is now shown as Refused, along with the specified refusal reason.

As a result, the user is still unable to confirm a Purchase Order with a price greater than 100, since the required approval was not granted.

Resubmitting the Approval Request as Administrator

Now, go to the Administrator side and navigate to Approvals > Requests in list view. Select the refused request, open the Action menu, and click Submit for Approval.

This action changes the request state from Refused to Submitted.

New Approval Line in Waiting State

From the Administrator side, open the request in Form View.

You will see that a new approval line has appeared, and its state is set to Waiting, as shown in the image below.

Approval Granted and Request Status Updated

After approving the request, the approval line is updated and its state changes to Approved, as shown in the image below.

With the approval granted, the user can now confirm the Purchase Order even when the price exceeds the configured domain limit.

Purchase Order Confirmed Above Domain Limit

As shown in the image below, the Purchase Order has been successfully created and confirmed, even with a price exceeding the configured domain limit.

Adding Multiple Approval Types

You can create multiple approval types for different models based on your requirements. For example, we have added Sale Order, Purchase Order, and Journal Entry. Additional types can be added as needed to match your business processes.

This demonstrates how the module works and allows flexible approval management across various models.