Purchase Order Approval Route | Purchase Order Group Approval | Purchase User approval
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 29.17
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 916 |
| Technical Name |
dev_purchase_approval_route |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 916 |
| Technical Name |
dev_purchase_approval_route |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Versions | 16.0 17.0 18.0 |
Purchase Order Approval Route in Odoo
Purchase Order Approval Route Odoo app brings an advanced and customizable approval workflow for purchase orders. It allows you to create approval templates with configurable min/max amount limits and custom domain rules to control which orders require approval. Approvals can be assigned to specific users or groups, with group approvals requiring confirmation from all members. When a purchase order meets the set conditions, it’s automatically moved to the To Approve stage. Based on the responses, the order is either confirmed or rejected. The app also generates notifications and activities for assigned approvers, ensuring timely action. It’s a smart solution for managing high-value or sensitive purchases with precision and control
Features
- Approval Templates: Configure approval templates with customizable min/max amount limits for Purchase orders.
- Custom Domain Configuration: Set custom domains in approval templates for more precise validation rules.
- User-Based Approval: Assign specific users to approve Purchase orders based on the configured templates.
- Group-Based Approval: Set up approval by user groups, requiring all members to approve the Purchase order.
- Automated Workflow: Automatically move Purchase orders to the “To Approve” status based on predefined conditions.
- Approval or Rejection: Purchase orders 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 Purchase order 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 sale order.
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 purchase order and choose an approval template where the approval type is 'User'.
If the total purchase amount falls within the configured minimum and maximum range, the purchase order moves to the 'To Validate' status.
Validate Purchase Order
Admin can edit approval user details and then validate the purchase order.
Purchase Order moves in to approve status
Based on approval template configuration , only eligible user can see these buttons.
User approved Purchase order and it is confirmed.
Now Create a Purchase order and choose an approval template with approval type 'Group'.
Depending on the approval template and the Purchase order amount, the corresponding approval group is selected, and its users can approve or reject the Purchase order.
Admin can edit approval details and then validate the Purchase order.
The approval template includes two users, and the Purchase order 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 Purchase order.
Based on the required number of approvals, this Purchase order will only be confirmed once both assigned users have approved it.
Here, you can see that the user 'Rahul' has approved the sale order, but the approval from the user 'Demo' is still pending.
Here, the user 'Demo' can see the buttons to approve or reject the Purchase order.
User 'Demo' has approved the Purchase order, so it has moved to the Confirmed status.
If any user rejects the Purchase order, it will move to the Rejected status.
Version 1.0 | Released on : 13th February 2024
-
Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
-
If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
-
Do i get free support?
- Yes, you will get free support for 90days.
-
Do i get free updates?
- Yes, you will get free updates for lifetime.
-
Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support
Why Us?
Devintelle Odoo Services
Connect Us
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