Smart Approval Matrix - Multi-Level Document Approval Engine
by Odoo GlobalOps https://apps.odoo.com/apps/modules/browse?search=globalops$ 30.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 892 |
| Technical Name |
base_approval_matrix |
| 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 |
Discuss (mail)
|
| Lines of code | 892 |
| Technical Name |
base_approval_matrix |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?search=globalops |
| Versions | 18.0 19.0 |
Base Approval Matrix
A centralized, rule-driven approval engine for any Odoo business document. Configure multi-step approval flows with amount thresholds, approver chains, and bypass logic â all without writing code.
Rule-Driven Routing
Define exactly which documents, from which users, above which amount, go to which approvers. No catch-all flows, no over-notifying.
Multi-Step Approver Chains
Stack as many approval stages as needed. Each stage can require one approver or all of them before the next stage opens.
Permanent Audit Trail
Every approval decision â approved, refused, or bypassed â is logged with the approver's name, timestamp, and notes.
Configure the Rule
Create an approval category for each document type, then define a rule: set the amount range, target company or vendor, and build the approver chain stage by stage.
Document Is Held for Approval
When a document matches a rule on save or confirm, Odoo assigns an activity to the right approver and blocks the document from posting until all stages pass.
Approve, Refuse, or Resubmit
Approvers act directly from the document form with one click. When every stage passes, Odoo confirms the document automatically. Refusals can be resubmitted after correction.
Approval Groups in User Settings
Assign User, Approver, Manager, or Administrator roles directly from the standard Odoo user permission screen.
Approvals Main Menu
A dedicated Approvals top-level menu gives managers one place to access history and configuration.
Approval Categories
Each document type gets its own approval category, keeping rule sets separate and independently manageable.
Approval Rules
Configure amount thresholds, company and vendor filters, and build the multi-step approver chain from a single rule form.
Approval History
Every approval decision is permanently recorded with the approver's name, timestamp, and any notes â a complete audit trail.
Finance & Accounting
Require sign-off on invoices and vendor bills above defined thresholds before they post to the ledger.
Procurement
Gate purchase order confirmation behind one or more approval levels based on order value and vendor.
Sales Operations
Introduce a commercial review step before a sale order is confirmed and committed to the customer.
Compliance & Audit
Maintain a permanent, tamper-free record of every approval decision across all document types.
No Customization Needed
Install, configure rules, and go. Administrators manage everything without involving a developer.
Works on Any Document
A reusable engine â the same approval logic applies to invoices, orders, and any future document type you connect.
Nothing Slips Through
Once a rule is active, documents cannot bypass the approval flow â the system enforces it automatically.
Ready to Control Your Document Approvals?
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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