All on One Dynamic Approval
by BeyonData Solutions Private Limited https://www.beyondatagroup.com$ 142.38
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • Payroll (hr_payroll) • Employees (hr) • Purchase (purchase) • Sales (sale_management) |
| Community Apps Dependencies | Show |
| Lines of code | 3462 |
| Technical Name |
bd_all_in_one_dynamic_approval |
| License | OPL-1 |
| Website | https://www.beyondatagroup.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • Payroll (hr_payroll) • Employees (hr) • Purchase (purchase) • Sales (sale_management) |
| Community Apps Dependencies | Show |
| Lines of code | 3462 |
| Technical Name |
bd_all_in_one_dynamic_approval |
| License | OPL-1 |
| Website | https://www.beyondatagroup.com |
All in One Dynamic Approval
Overview
All in One Dynamic Approval
The All in One Dynamic Approval module provides a centralized and flexible approval system across Sales, Purchase, Invoice, Payment, and Payslip processes in Odoo. It enables multi-level approval workflows with configurable rules using Total or Before Tax amount criteria, with approvals assigned to specific users or groups. With real-time processing, automated email notifications, and company-wise configurations, the module ensures better control, transparency, and compliance across all critical operations. Seamlessly integrated with standard Odoo workflows, it helps streamline approvals and reduce manual effort.
Included Modules
All in One Dynamic Approval
Work-Flow
Features
Dynamic Approval Configuration
Multiple Approval Levels
User & Group-Based Approvals
Email Notifications
Real-Time Approval Workflow
Seamless Integration with Odoo Invoicing
Configuration
Install the Custom Module: Begin by installing the
custom module in your Odoo
instance.
Go to Invoicing Module → Configuration → Settings, then enable
the ‘Dynamic Approval’ checkbox. Set the approval rule based on
the minimum amount of either ‘Total’ or ‘Before Tax Amount’.
Also, make sure to enable the ‘On Customer Invoice’ and ‘On
Vendor Bill’ options for the approval process to work.
Approval Configuration:
Go to Invoicing Module → Configuration → Approval Configuration.
Create an invoice approval rule by setting the minimum amount
and entering the approval details.
There are two types of approval processes: 1) User and 2) Group.
Select 'User' as the approval type and specify the person
responsible for approving the invoice.
Select the approval process as 'Group', then choose the group
name. The invoice will be approved by any user from the selected
group.
Confirm Customer Invoice
The user can click the 'CONFIRM' button on the draft invoice to
start the approval process.
If approval is based on 'Total', the system will check the total
amount. Otherwise, it will use the 'Before Tax Amount'.
The approval levels will be fetched automatically based on the
configured rules and the minimum amount set.
Approve Customer Invoice by First Approver
The first approver can click the 'Approve' button to approve the
customer invoice.
Email Notification of Submit for First Approval
Approve Customer Invoice by Second Approver
The second approver can click the 'Approve' button to approve
the customer invoice.
Once the customer invoice is approved by the second approver, it
gets confirmed automatically. You can view the details of all
approvers under the 'Approval Info' tab.
Email Notification for Confirmed Customer Invoice
Reject Customer Invoice
Invoice Reject Wizard
When the 'Reject' button is clicked, the approver must enter a
rejection reason in the popup wizard.
Rejected Customer Invoice
After the customer invoice is rejected by the approver, it moves
to the 'Rejected' stage and no further approvals are required.
The user can view the rejection details under the 'Approval
Info' tab.
Email Notification for Rejected Customer Invoice
Waiting Approval Menu
Go to Invoicing Module → Customers → Waiting Approval to view
all invoice approvals assigned to the user.
The user can access and view their own invoices that are in the
'Waiting for Approval' stage.
Dynamic Approval Configuration
Go to Invoicing → Configuration → Settings, then enable the
'Dynamic Approval' checkbox. Set the approval rule based on the
minimum amount of either 'Total' or 'Before Tax Amount'.
Also, make sure to enable the options for 'On Customer Invoice'
and 'On Vendor Bill' to apply the approval process accordingly.
Approval Configuration
Go to Invoicing → Configuration → Approval Configuration.Create
a bill approval rule by setting the minimum amount and entering
the approval details.
There are two types of approval processes: 1) User and 2) Group.
Select 'User' as the approval type and specify the person
responsible for approving the bill.
The user can select the approval process as 'Group' and specify
the group name. The bill will be approved by any user from the
selected group.
Confirm Vendor Bill
The user can click the 'CONFIRM' button on the draft bill to
start the approval process.
If the approval is based on 'Total', the system will check the
total amount; otherwise, it will use the 'Before Tax Amount'.
The system will automatically fetch the approval levels based on
the configured rules and the minimum amount.
Once the vendor bill is confirmed and the amount exceeds the set
limit, it moves to the 'Waiting for Approval' stage. The next
approval level is automatically set under the 'Approval Info'
tab.
Email Notification of Submit for Approval
The user can view the email notification sent to approvers for
the vendor bill approval.
Approve Vendor Bill by First Approver
The first approver can click the 'Approve' button to approve the
vendor bill.
Once the vendor bill is approved by the first approver, the next
approval level is automatically set under the 'Approval Info'
tab.
Email Notification of Submit for First Approval
Approve Vendor Bill by Second Approver
The second approver can click the 'Approve' button to approve
the vendor bill.
Once the vendor bill is approved by the second approver, it gets
confirmed automatically. You can view the details of all
approvers under the 'Approval Info' tab.
Email Notification for Confirmed Vendor Bill
Reject Vendor Bill
The approver can click the 'Reject' button to reject the vendor
bill.
Invoice/Bill Reject Wizard
When the 'Reject' button is clicked, the approver must enter a
rejection reason in the popup wizard.
Rejected Vendor Bill
After the vendor bill is rejected by the approver, it moves to
the 'Rejected' stage and no further approvals are required.The
user can view the rejection details under the 'Approval Info'
tab.
Email Notification for Rejected Vendor Bill
Waiting Approval Menu
Go to Invoicing → Vendors → Waiting Approval to view all vendor
bill approvals assigned to the user.
The user can access and view their own invoices that are in the
'Waiting for Approval' stage.
Features
Minimum Net Salary Thresholds
Company‑Specific Configuration
Multi‑Level User/Group Approvals
Automated Notifications
Reject with Mandatory Remarks
Employee Notification Alerts
Access Rights and Security
Waiting for Approval Menu
Configuration
Approval Configuration:
Go to Payroll Module → Configuration → Approval Configuration.
Create a Payslip Approval Rule by defining the minimum approval
amount and setting the approval details.
There are two types of approval processes:
User
Select ‘User’ as the approval type and specify the person
responsible for approving payslips meeting the rule criteria.
Group
Select the ‘Group’ approval type and assign a user group. Any
member of the selected group can approve the payslip.
Generate and Submit Payslip
HR creates employee payslips as usual.
When clicking the Confirm button, the system checks for
configured rules (minimum amount of net salary and company).
If applicable, the payslip moves to the Waiting for Approval
state.
Email Notification for First Approval
When a payslip is submitted for the first approval, an email
notification is sent to the first approver, informing them that
action is required.
Approve Payslip by First Approver
The first approver can open the payslip and click the ‘Approve’
button to approve it.
Once approved, the process automatically moves to the next
approver (if configured). Each approval updates the ‘Approval
Info’ tab with details such as approver name, remarks, and
timestamp.
Approve Payslip by Final Approver
The final approver can click the ‘Approve’ button to complete
the approval process.
Once all approvals are completed, the payslip gets automatically
Validated.
All related details—approver sequence, approval time, and
comments—are displayed under the ‘Approval Info’ tab.
Email Notification for Approved Payslip
After the final approval, the employee receives an email
notification confirming that their payslip has been approved and
validated.
Reject Payslip
If any approver rejects the payslip, they can click the ‘Reject’
button to stop the approval process.
A Rejection Wizard will pop up, requiring the approver to enter
the reason for rejection.
Once rejected, the payslip moves to the ‘Rejected’ stage.
The rejection reason and approver details are visible under the
‘Approval Info’ tab.
Email Notification for Rejected Payslip
An email notification is sent to the employee and HR team when a
payslip is rejected, including the reason for rejection.
Waiting for Approval Menu
Go to Payroll Module → Payslips → Waiting for Approval to view
all payslips pending approval.
Approvers can quickly access their pending payslips, review
details, and take appropriate action to either approve or reject
them.
Features
Configurable Approval Criteria
Multi-Level Approval Workflow
Approval by User or Group
Approval Status Tracking
Automated Email Notifications
Blocking of Order Confirmation
Configuration
Dynamic Approval Configuration:
Go to Purchase Module → Configuration → Settings, then enable
the ‘Dynamic Purchase Approval’ checkbox.
Set the approval rule based on the minimum amount of either
‘Total’ or ‘Before Tax Amount’.
Approval Configuration
Go to Purchase Module → Configuration → Approval Configuration.
Create a Purchase approval rule by setting the minimum amount
and entering the approval details.
There are two types of approval processes: 1) User and 2) Group.
Select ‘User’ as the approval type and specify the person
responsible for approving the RFQ/PO.
Select the approval process as ‘Group’, then choose the group
name. The RFQ/PO will be approved by any user from the selected
group.
Confirm Purchase Order
The user can click the ‘CONFIRM ORDER’ button on the RFQ to
start the approval process.
If approval is based on 'Total', the system will check the total
amount. Otherwise, it will use the 'Before Tax Amount'.
The approval levels will be fetched automatically based on the
configured rules and the minimum amount set.
Email Notification of Submit for First Approval
An email notification will be sent to the first approver when
the RFQ/PO is submitted for approval
Approve Purchase Order by First Approver
The first approver can open the RFQ/PO and click the ‘Approve’
button to approve the purchase order.
Email Notification for Second Approval
An email notification will be sent to the second approver when
the RFQ/PO is submitted for approval
Approve Purchase Order by Second Approver
The second approver can click the ‘Approve’ button to approve
the purchase order.
Once the purchase order is approved by the second approver, it
gets confirmed automatically. You can view the details of all
approvers under the ‘Approval Info’ tab.
Reject Purchase Order
The approver can click the ‘Reject’ button to reject the
purchase order.
Purchase Reject Wizard
When the 'Reject' button is clicked, the approver must enter a
rejection reason in the popup wizard.
Rejected Purchase Order
After the purchase order is rejected by the approver, it moves
to the ‘Rejected’ stage and no further approvals are required.
The user can view the rejection details under the 'Approval
Info' tab.
Email Notification for Rejected Purchase Order.
Waiting Approval Menu
Go to Purchase Module → Orders → Waiting Approval to view all
purchase orders assigned to the logged-in user for approval.
The user can access and view their own POs that are in the
‘Waiting for Approval’ stage and take action to Approve or
Reject from there.
Features
Configurable Amount-Based Rules
Company‑Specific Setup
Multi-Level User/Group Approvals
Automated Notifications
Approval History Tracking
Rejection Handling
Configuration
Dynamic Approval Configuration:
Go to Sales Module → Configuration → Settings, then enable the
‘Dynamic Sales Approval’ checkbox.
Set the approval rule based on the minimum amount of either
‘Total’ or ‘Before Tax Amount’.
Approval Configuration
Go to Sales Module → Configuration → Approval Configuration.
Create a company-specific sales order approval rule by setting
the minimum approval amount and defining the approval details.
There are two types of approval processes:
User
Select ‘User’ as the approval type and specify the person
responsible for approving the Sales Order.
Group
Select the approval process as ‘Group’, then choose the group
name. The Sales Order will be approved by any user from the
selected group.
Confirm Sales Order
The user can click the ‘CONFIRM’ button on a draft sales order
to initiate the approval process.
If approval is based on 'Total', the system will check the total
amount. Otherwise, it will use the 'Before Tax Amount'.
The approval levels will be fetched automatically based on the
configured rules and the minimum amount set.
Email Notification of Submit for First Approval
An email notification will be sent to the first approver when
the Sales Order is submitted for approval.
Approve Sales Order by First Approver
The first approver can click the ‘Approve’ button to approve the
sales order.
Email Notification of Submit for First Approval
Approve Sales Order by Second Approver
The second approver can click the ‘Approve’ button to finalize
the sales order.
Once the sales order is approved by the final approver, it gets
confirmed automatically.
All approver details can be viewed under the ‘Approval Info’
tab.
Email Notification for Confirmed Sale Order
Reject Sales Order
The approver can click the ‘Reject’ button to reject the Sales
order.
Sale Reject Wizard
When the 'Reject' button is clicked, the approver must enter a
rejection reason in the popup wizard.
Rejected Sales Order
After the Sale order is rejected by the approver, it moves to
the ‘Rejected’ stage and no further approvals are required.
The user can view the rejection details under the 'Approval
Info' tab.
Email Notification for Rejected Sale Order
Waiting Approval Menu
Go to Sales Module → Orders → Waiting Approval to view all sales
orders pending approval.
Users can access and view their own sales orders that are
currently in the ‘Waiting for Approval’ stage for faster review
and action.
Features
Minimum Amount Threshold
Customer/Vendor Specific Rules
Company-Specific Configuration
Multi-Level User/Group Approvals
Automated Notifications
Reject with Mandatory Remarks
Waiting for Approval Views
Auto-Posting on Final Approval
Configuration
Approval Configuration
Go to Accounting Module → Configuration → Payment Approval
Configuration.
Create a Payment Approval Rule by defining the Minimum Amount,
Rule Applied (Customer/Vendor), Company, and setting the
Approval Details.
There are two types of approval processes:
User
Select 'User' as the approval type and specify the person
responsible for approving payments meeting the rule criteria.
Group
Select 'Group' approval type and assign a user group. Any member
of the selected group can approve the payment.
Generate and Submit Payment
After generating a Customer or Vendor payment, click the
'Confirm' button to start the approval process.
If approval is configured by Minimum Amount, the system checks
the payment total before routing it for approval.
The system automatically fetches the approval levels based on
the configured rules, minimum amount, rule applied
(Customer/Vendor), and company set.
Email Notification for First Approval
When a payment is submitted for the first approval, an email
notification is sent to the first approver, informing them that
action is required.
Approve Payment by First Approver
The first approver can open the payment and click the 'Approve'
button to approve it.
Once approved, the process automatically moves to the next
approver (if configured).
Each approval updates the 'Approval Info' tab with details such
as approver name, remarks, and timestamp.
Approve Payment by Final Approver
The final approver can click the 'Approve' button to complete
the approval process.
Once all approvals are completed, the payment gets automatically
paid.
All related details—approver sequence and approval time are
displayed under the 'Approval Info' tab.
Reject Payment
If any approver rejects the payment, they can click the 'Reject'
button to stop the approval process.
A Rejection Wizard will pop up, requiring the approver to enter
the reason for rejection.
Once rejected, the payment moves to the 'Rejected' stage.
The rejection reason and approver details are visible under the
'Approval Info' tab.
Email Notification for Rejected Payment
An email notification is sent to the payment creator and
Accounting team when a payment is rejected, including the reason
for rejection.
Waiting for Approval Menu
Go to Accounting Module → Customers/Vendors → Payments → Waiting
for Approval to view all payments pending approval.
The user can view payments that are in the “Waiting for
Approval” stage and take action to approve or reject them from
there.
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