Manager Approval for Purchases Beyond Budget
by AppsComp Widgets Pvt Ltd https://www.appscomp.com| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Purchase (purchase) • Discuss (mail) • Invoicing (account) |
| Lines of code | 135 |
| Technical Name |
apps_purchase_budget |
| License | LGPL-3 |
| Website | https://www.appscomp.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Purchase (purchase) • Discuss (mail) • Invoicing (account) |
| Lines of code | 135 |
| Technical Name |
apps_purchase_budget |
| License | LGPL-3 |
| Website | https://www.appscomp.com |
| Versions | 17.0 18.0 |
Manager Approval for Purchases Beyond Budget
The module adds budget control to the Purchase workflow in Odoo.
Every time you create a purchase order (PO), the system checks its total amount
against your budget limit.
If the PO amount is within budget, it can be confirmed normally.
If the PO amount exceeds the budget, it will not be confirmed until a Purchase
Manager approves it.
The system automatically sends an alert in the chatter, assigns a To-Do activity
to the manager, and displays a Scheduled Approvals menu where managers can track
all pending approval requests.
This ensures better budget control and transparency in the purchasing
process.
Manager Approval for Purchases Beyond Budget
Most Advanced Purchase Software.
Manager Approval for Purchases Beyond Budget Key Features
Budget Check:
Every PO is checked against the defined budget limit.
Automatic Manager Approval Request:
Over-budget POs trigger an approval process.
Chatter Alert:
The system posts a message on the PO for visibility.
Auto To-Do Activity:
Assigns a follow-up task to the purchase manager.
Scheduled Approvals Menu:
Easily track all pending approval requests.
Standard Workflow Compliance:
Once approved, the PO follows the normal workflow to generate a receipt.
Manager Approval for Purchases Beyond Budget Screenshots
Department Master – Budget Configuration:
To configure the purchase budget for each department. The budget limit will be used to validate
Purchase Orders (POs). If the PO amount exceeds the configured budget, approval from the
Purchase Manager is required before confirmation.
Purchase Order Form View:
I) Highlight the budget amount and total order value.
II) Show the chatter message alert about budget limit exceeded.
Approval To-Do Activity:
Screenshot of the manager’s activity dashboard showing the assigned approval task.
Scheduled Approvals Menu:
Show the special menu listing all over-budget POs awaiting approval.
Approved PO with Receipt:
Final view after manager approval showing the purchase order confirmed and the receipt generated.
Services
Odoo Customization
Odoo Implementation
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Odoo Integration
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