| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Expenses (hr_expense) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Employees (hr) |
| Lines of code | 4552 |
| Technical Name |
zehntech_global_dynamic_approval_flow |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Expenses (hr_expense) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Employees (hr) |
| Lines of code | 4552 |
| Technical Name |
zehntech_global_dynamic_approval_flow |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 16.0 17.0 18.0 |
One Approval System for All - Sales, Purchase, Expenses & Invoices
Simplify multi-module approvals with a unified interface, email alerts, and role-based routing.
Global Dynamic Approval Flow
The Global Dynamic Approval Flow application centralizes approval management for Purchase, Sale, Expense, and Invoice processes. It offers configurable roles, auto-approval rules, and real-time updates to improve efficiency and transparency. Users benefit from a unified interface and automated notifications, streamlining workflows and enhancing control.
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Key Features
-
Predefined and Customizable Approvers Role
-
Customizable Approval Routes
-
Scheduled Auto Approvals
-
Adaptable Options for Amount Approval
-
Approval Email Notification
-
Auto Status Updates
Key benefits
Predefined and Customizable Approvers Role
This feature allows administrators to define a set of standard approval roles that can be applied across all integrated modules (Purchase, Sale, Expense, Invoice). These roles can be predefined with specific permissions and responsibilities. Additionally, the system offers the flexibility to customize these roles or create new ones to meet specific organizational structures and approval hierarchies that span across different business processes.
Customizable Approval Routes
Configure approval routes based on the organization's requirements, with options to define routes with or without specific amount thresholds. This allows businesses to ensure that record follow the appropriate path for approval based on the amount or other parameters, enabling a clear and efficient workflow.
Scheduled Auto Approvals
Automate the approval process by configuring a set number of days for pending approvals. If an approver does not take action within the specified time, the system automatically updates the status to 'Approved' and notifies the next approver, ensuring the workflow progresses without delays.
Adaptable Options for Amount Approval
The module supports flexible approval configurations by allowing routes to be created with or without amount limits. This feature accommodates diverse business needs, whether requiring strict amount-based approvals or a more generalized process, making it ideal for businesses of all sizes.
Approval Email Notification
Keep all stakeholders informed with automatic email notifications at key stages of the approval process. When a record is confirmed, the system sends an email to the designated approver and the record creator, ensuring clear communication and transparency.
Auto Status Updates
As approvers review and take action on record, the system automatically updates their approval status. This real-time tracking eliminates the need for manual updates and ensures that the current status of the approval process is always accurate.
About Zehntech
We are a technology solutions company that provides solutions to drive outcomes for clients. Organizations around the world rely on us to identify the right technology to solve business problems and achieve ongoing success.
FAQs
Seamlessly manage and automate approvals across Purchase, Sale, Expense, and Invoice processes in one unified platform.
Our Services
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Contact Us
Zehntech Technologies
(https://www.zehntech.com/contact-us/)
Global Dynamic Approval Flow
The Global Dynamic Approval Flow application offers a centralized and efficient solution for managing approvals across Purchase, Sale, Expense, and Invoice processes. Administrators can define global approval roles and configure independent auto-approval rules for each module, providing granular control. Users benefit from a unified interface to manage all pending approvals, streamlining their daily tasks. Automated email notifications keep stakeholders informed at every stage, while real-time status updates offer complete visibility into the approval progress. The system supports the creation of both amount-based and non-amount-based approval routes, catering to diverse business needs. This comprehensive approach enhances organizational efficiency, improves transparency, and ensures better control over critical business workflows within a single, integrated platform.
Table of contents
Key Features
- Predefined and Customizable Approvers Role: Set up and assign predefined or custom approver roles to fit your organization's needs.
- Customizable Approval Routes: Create approval routes that align with your processes, with or without specific amount thresholds.
- Scheduled Auto Approvals:: Automatically update approver statuses if an approver does not act within the configured timeframe.
- Adaptable Options for Amount Approval:: Configure approval routes to include specific amounts or operate without amount constraints.
- Approval Email Notification:: Send email notifications to relevant parties at each stage of the approval process.
- Auto Status Updates:: Ensure real-time updates of approver statuses based on their actions.
Summary
The Global Dynamic Approval Flow Odoo module centralizes and streamlines approvals for Purchase, Sale, Expense, and Invoice processes. It allows for global role assignments and module-specific auto-approval settings. Users can manage all approvals in one place with automated notifications and real-time status updates. The system supports both amount-based and non-amount-based approval routes, enhancing efficiency and control across key business workflows.
Installation
- Download the module from the Odoo App Store or clone the repository.
- Place the module in your Odoo addons directory.
- Update your Odoo instance to include the new module.
- Install the module through the Odoo interface.
How to use this module:
- Navigate to the Global Dynamic Approval Flow app in your Odoo dashboard.
- Configure Approver Roles: Go to the settings to create and customize approver roles, assigning them to users as needed.
- Set Up Approval Routes: In the module configuration, create approval routes with or without amount thresholds to suit your organization's approval process..
- Configure Auto Approval Settings: Set the number of days for scheduled auto-approvals in the module settings to ensure timely processing of pending approvals.
- Create Record: When a record is confirmed, the system will automatically send email notifications to the designated approver and the invoice creator.
- Monitor Approval Status: Track the status of approvers as it updates automatically based on their actions or predefined auto approval deadlines.
- Receive Notifications: Approvers and relevant stakeholders will receive timely email notifications about the status and any required actions for approval.
Support
Zehntech Technologies
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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