Invoice Order Approval Route, Invoice Order Group Approval, Invoice User approval
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 29.23
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 924 |
| Technical Name |
dev_invoice_approval_route |
| Website | https://www.devintellecs.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 924 |
| Technical Name |
dev_invoice_approval_route |
| Website | https://www.devintellecs.com |
Invoice Approval Route in Odoo
The Invoice Approval Route module helps introduce an advanced approval workflow for invoices, based on user and group-specific approval templates. This functionality ensures that invoices are validated according to predefined conditions, including configurable approval limits, custom domains, and approval by specific users or user groups. The module provides a streamlined process for approving or rejecting invoices, enhancing control over high-value or critical transactions. Additionally, users can configure custom domains along with the min and max amount limits in the approval templates, offering further flexibility in the approval workflow.
Features
- Approval Templates: Configure approval templates with customizable min/max amount limits for invoices.
- Custom Domain Configuration: Set custom domains in approval templates for more precise validation rules.
- User-Based Approval: Assign specific users to approve invoices based on the configured templates.
- Group-Based Approval: Set up approval by user groups, requiring all members to approve the invoices.
- Automated Workflow: Automatically move invoices to the “To Approve” status based on predefined conditions.
- Approval or Rejection: Invoices move to Confirmed upon approval and Rejected if any user rejects the order.
- Notification and Activity Creation: Automatic notifications and approval activities are created for the assigned users.
- Flexible Approval Configuration: Create multiple approval templates with varying criteria for different Invoices scenarios.
You can make sale approval required or optional from here.
Create Approval Template From here
Configure Approval Template in which approval type is user
Assign a user and configure the minimum and maximum amount limits required for that user to approve the invoice.
you can also add custom domain to filter records.
Configure approval group template like this.
To configure approve template in which approval type is group , first you have to configure approval group template.
Now Configure approve template of approval type is group
First, create a invoice and choose an approval template where the approval type is 'User'.
If the total sale amount falls within the configured minimum and maximum range, the invoice moves to the 'To Validate' status.
Validate Invoice
Admin can edit approval user details and then validate the invoice.
Invoice moves in to approve status
Based on approval template configuration , only eligible user can see these buttons.
User approved invoice and it is posted.
Now Create a invoice and choose an approval template with approval type 'Group'.
Depending on the approval template and the invoice amount, the corresponding approval group is selected, and its users can approve or reject the invoice.
Admin can edit approval details and then validate the invoice.
The approval template includes two users, and the invoice requires approval from both users to proceed.
Separate activities are automatically created for both users to perform the approval.
Based on approval template configuration , only eligible user's can see these buttons.
So here user(rahul) can see these buttons and can approve or reject the invoice.
Based on the required number of approvals, this invoice will only be confirmed once both assigned users have approved it.
Here, you can see that the user 'Rahul' has approved the invoice, but the approval from the user 'Demo' is still pending.
Here, the user 'Demo' can see the buttons to approve or reject the invoice.
User 'Demo' has approved the invoice, so it has moved to the Posted status.
If any user rejects the invoice, it will move to the Rejected status.
Version 1.0 | Released on : 13th February 2024
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Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
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If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
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Do i get free support?
- Yes, you will get free support for 90days.
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Do i get free updates?
- Yes, you will get free updates for lifetime.
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Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
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