| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) |
| Lines of code | 141 |
| Technical Name |
agm_purchase_approval |
| License | OPL-1 |
| Website | https://www.agmglobal.co/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) |
| Lines of code | 141 |
| Technical Name |
agm_purchase_approval |
| License | OPL-1 |
| Website | https://www.agmglobal.co/ |
Community
Enterprise
Odoo.sh
Purchase Order Approval
This module allows assigning users to approve Purchase Orders when the amount exceeds a set limit.
Overview
The "Purchase Order Approval" module developed by AGM Global Services LLP for the Odoo ERP, allows businesses to set specific users and minimum amount limits for approving purchase orders. When a Request for Quotation (RFQ) is confirmed and if the total amount exceeds the set limit, it will automatically move to the approval stage, awaiting confirmation from the assigned user. Once the assigned user approves the Request for Quotation it will move to Purchase Order.
Work Flow
1. After installing Purchase Order Approval Module go to Settings > Technical > Approval Management and select Purchase Approval Steps.
2. Click New, then select type as Purchase, sequence 1, select a user you want to assign the role, set the minimum amount and click Save.
3. Then go to the Purchase module and create a new Request for Quotation (RFQ), save it, and then click Confirm.
4. If the total amount of the confirmed order is greater than the minimum amount, it will move to stage "To Approve". If the total amount is less than the minimum amount it will move to Purchase Order automatically.
5. Then click My Approvals under the Order menu.
6. You can see the list of requests waiting for approval.
7. Assigned User â go to Settings > Users & Companies > Users > Select the user.
8. Scroll down. In the Other section, tick the Purchase Approval checkbox.
9. Then go to the Purchase module. Here you can see the RFQs with stage "To Approve". Click on one.
10. You can see the Approve button on the top left. Click that button to approve the Purchase Order request.
11. You can see the stage has changed from "To Approve" to "Purchase Order".
Help and Support
Click here for AGM Global Services
Odoo Apps
For support, new features and customizations.
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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