Budget Alerts and Warnings for Sales, Purchases, and Invoices

Efficient Budget Control for Sales, Purchases, and Invoices

Prevent Overspending with Budget Alerts and Warnings

Automated Budget Warnings for Sales and Purchases

Compatible Exclusively with Odoo Enterprise Edition

This app enables you to generate warnings and alerts when budgets are exceeded on Sales Orders, Customer Invoices, and Purchase Orders.

This app provides a comprehensive solution for managing budgets effectively by allowing you to set up warnings and alerts for situations where budget limits are exceeded. Specifically, it monitors financial thresholds across key business documents, including Sales Orders, Customer Invoices, and Purchase Orders. Whenever a transaction causes the allocated budget to be surpassed, the system triggers an alert or warning, ensuring immediate visibility and control over budget adherence. This functionality helps businesses prevent overspending, maintain financial discipline, and improve decision-making processes by proactively identifying budget-related issues in real-time.

If you are using the Odoo Community Edition, you can explore and purchase the community edition of this module at the following link: https://apps.odoo.com/apps/modules/18.0/odoo_account_budget_alert/. This version is specifically designed for those working on Odoo Community Edition.

Highlights:

• Odoo Account Budget Alert Message: Get notified instantly when a budget limit is reached.
• Odoo Account Budget Warning Message: Receive proactive warnings for budget exceedances.
• Budget Alerts and Warnings on Sales Orders: Ensure financial control while managing sales transactions.
• Budget Alerts and Warnings on Purchase Orders: Stay within budget limits during procurement processes.
• Budget Alerts and Warnings on Customer Invoices/Bills: Maintain oversight on financial operations with real-time alerts.

Main Features:

• Important Note: For purchase orders and invoices, the system raises warnings or alerts based on the analytic distribution percentage of analytic accounts.
• Account Invoice:
  • Stop/Restrict Alert: Generates a popup alert for the scheduled budget and stops the validation process of the account invoice.
  • Warn Message Alert: Generates a popup message for the scheduled budget but allows the validation process to proceed.
  • Ignore Alert: No alert is generated for the scheduled budget in this case.
• Vendor Bill:
  • Stop/Restrict Alert: Generates a popup alert for the scheduled budget and stops the validation process of the vendor bill.
  • Warn Message Alert: Generates a popup message for the scheduled budget but allows the validation process to proceed.
  • Ignore Alert: No alert is generated for the scheduled budget in this case.
• Sale Order:
  • Stop/Restrict Alert: Generates a popup alert for the scheduled budget and stops the confirmation process of the sale order.
  • Warn Message Alert: Generates a popup message for the scheduled budget but allows the confirmation process to proceed.
  • Ignore Alert: No alert is generated for the scheduled budget in this case.
• Purchase Order:
  • Stop/Restrict Alert: Generates a popup alert for the scheduled budget and stops the confirmation process of the purchase order.
  • Warn Message Alert: Generates a popup message for the scheduled budget but allows the confirmation process to proceed.
  • Ignore Alert: No alert is generated for the scheduled budget in this case.
• Additional Information: For more details, watch the provided video and review the screenshots below.
• This module is compatible only with Odoo Enterprise Edition.