Approval All in One

Put everything in one place: employee requests, manager reviews and makes the decision. Approval module allows you manage all requests, review, then approve them.

Imagine that you have many documents need to be approved by Manager. These documents could be: Purchase order, Sales order, Timeoff, Payment, Expense,.. This module centralizes all requests of all document in one place.

Approval Dashboard

Manager can manage all requests in one place

You can create a new approval type for each business model. There are 2 cases:

Approval type for new model. Each model needs different fields, you can choose those ones fit your company requirement.

Approval type for existed business model. Sale Order, Purchase Order, Stock Transfer, MRP Order, HR Recruitment, Invoice and Payment.. are defined in other modules. you don't need to choose fields but declare the domain,  which the approval flow will be applied on

Configure Approval Type for Existing Models

Take Purchase Order for example. I create a new Approval Type for it:

This module allows you to set a approval flow for model which defined in another modules. There a new option in Approval Type "Apply for model?". Tick it, a new option "Model Setting" will be displayed.

From above picture, a purchase order which has a total amount > 5,000$, must be approved by purchase manager. I set up like below:

Model: I choose Purchase Order, it links to ir.model.

Domain: It means that, when an order changes its state to to_approve: if its total amount > 5000, it must be approved by Purchase Manager.

Constraint Fields?: Prevent updating these field if the document is needed approval.

Readonly Fields?: Prevent updating these field if the document has been approved.

Hide Buttons from Model View?: tick this option to hide all buttons on Purchase form view when an order is waiting for approval, only 2 button Approve and Refuse are displayed .

Approved Action: it's technical field - python code, when an order is approved, the function record.button_approve() will be executed automatically.

Refused Action: It's technical field too, but is call when an order is refused.

Approval Process

Steps:
• Purchaser creates a purchase order which need to be approved by Manager.
• Purchaser requests for approval from Manager.
• Manager do review the request. Then, make the decision: Approve, or Refuse.

Step 1: Create a new Purchase Order

Purchaser creates a new purchase order to buy 5 large desks

Do confirm the order, its state is changed to To Approve

You can see a button Request Approval and the message This document need to be approved!

You need to enable the option `Purchase Order Approval` in Purchase > Configuration > Settings.

Step 2: Request for approval.

Purchaser clicks on button Request Approval. Then, a new popup will be opened:

All data are filled automatically, you could update them if needed. Then, click on button Submit Request. A new request is created and shown as below:

Step 3: Manager reviews the request.

Purchase Manager navigates the menu Approvals > Approvals > To Review:

Open the request, Manager can approve or refuse it.