Smart Approval Matrix for Procurement - Purchase Order Workflows
by Odoo GlobalOps https://apps.odoo.com/apps/modules/browse?search=globalops$ 110.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 1033 |
| Technical Name |
approval_matrix_extended_purchase |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?search=globalops |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 1033 |
| Technical Name |
approval_matrix_extended_purchase |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?search=globalops |
| Versions | 18.0 19.0 |
Approval Matrix â Purchase Orders
Gate purchase order confirmation behind a configurable approval chain. Control who can commit your company to a purchase â by amount, vendor, and company.
Amount-Based Approval Levels
Set different approval chains for different spend levels. Small orders go through one step; large contracts require sign-off from procurement, finance, and management.
Vendor & Company Filters
Restrict rules to specific vendors or legal entities. Apply stricter controls for new suppliers or high-risk procurement categories.
Auto-Confirm on Full Approval
When every required approval stage passes, the purchase order is confirmed automatically. No follow-up action needed from the buyer or originator.
Configure the Approval Rule
Set amount thresholds, vendor and company filters, and build the approver chain for purchase orders within your defined conditions. Different rules can target different spend levels.
Purchase Order Is Held
When a matching PO is saved or the Confirm button is clicked, Odoo assigns activities to the required approvers and blocks confirmation until all stages are cleared.
Approve & Auto-Confirm
Authorized approvers approve or refuse directly from the PO form. When all stages pass, the purchase order is confirmed automatically and moves forward in the procurement flow.
Approval Rule Configuration
Configure amount thresholds, vendor and company scope, and the full multi-step approver chain from one rule form. Different rules can target different spend levels or supplier categories.
Approve & Refuse on the Purchase Order
Authorized approvers see the Approve and Refuse buttons directly in the PO header. The Confirm button is hidden while the order is pending approval â preventing any accidental bypass.
Pending Approver Widget
The avatar strip shows exactly who needs to act on the current approval step. The "or" / "+" indicator reflects whether any one approver or all of them must sign off before the PO moves forward.
Activity Sent to Approver
Odoo automatically assigns a scheduled activity to each required approver with the PO details and due date. Approvers can act directly from their activity feed without searching for the order.
Resubmit After Refusal
When a PO is refused, the buyer can adjust the order â quantities, vendor, or pricing â and resubmit for approval with one click. The refusal reason is preserved in the chatter.
Auto-Confirmed After Final Approval
Once all required stages pass, the purchase order is confirmed automatically and moves into the procurement workflow. No manual follow-up is needed from the buyer.
Approval History per Purchase Order
Every approval decision is permanently recorded against the PO: who approved or refused, at which step, when, and any notes from the review. Full spend accountability in one place.
Procurement Teams
Enforce a review step before committing the company to any significant purchase or new supplier relationship.
Finance Departments
Require finance sign-off on orders above budget thresholds before they become binding purchase commitments.
Operations Managers
Control vendor selection and spending authority across purchasing teams without being in every workflow step.
CFOs & Directors
Maintain visibility and control over high-value procurement decisions with a structured, traceable sign-off process.
Spending Control
No purchase order above your defined threshold can be confirmed without the required approvals â no exceptions.
Vendor-Level Rules
Apply different approval requirements for different vendors or procurement categories without separate workflows.
Clean Procurement Record
Every approval decision is permanently logged against the purchase order for full spend accountability and audit readiness.
Watch on YouTube
Ready to Control Your Purchase Commitments?
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