Link Purchase and Approvals
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-pur-0076-link-purchase-and-approvals-6716$ 50.29
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Approvals (approvals)
• Purchase (purchase) • Discuss (mail) • Employees (hr) • Invoicing (account) |
| Lines of code | 124 |
| Technical Name |
fal_link_purchase_approval |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pur-0076-link-purchase-and-approvals-6716 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Approvals (approvals)
• Purchase (purchase) • Discuss (mail) • Employees (hr) • Invoicing (account) |
| Lines of code | 124 |
| Technical Name |
fal_link_purchase_approval |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pur-0076-link-purchase-and-approvals-6716 |
| Versions | 18.0 19.0 |
ODOO'S FUNCTION
In procurement workflows, having clear traceability between the approval request and the resulting Purchase Order (PO) is essential for audit trails, accountability, and compliance. In standard Odoo, once a PO is created from an approval, the link between the approval request and the PO is not maintained, making tracking difficult.
CLUEDOO'S FUNCTION
✅ Adds a new field in Purchase Orders directly linking to the originating Approval Request .
✅ The linked Approval Request can be easily accessed from the Purchase Order form view (Other Information tab).
✅ Ensures full traceability from Purchase Approval → Purchase Order → Receipt → Invoice.
✅ Enhances transparency, accountability, and auditability in the purchasing process.
✅ Approvals smart button in PO
✅ Link Approvals to Alternative RFQ
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1. Go to Approvals > Create new request to create RFQ's. |
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2. Fill in the information, approver, and add product >
Submit
Note:
You must add an Approver to submit your request.
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3. After the Approver approves >
Create RFQ's
> a Purchase Order will be created.
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4. The
Other Information
tab has
a clickable
A
pprovals
field. Click on one to see your approval details and other approvals.
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5. Alternatively, you can also check the related approvals via the
Approvals
smart button.
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LINK APPROVALS AND ALTERNATIVE RFQ
From v18
, remember to enable
Purchase Alternatives
under
Purchase Agreements
to be able to create alternative RFQs.
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From the RFQ that has been created from the approval, click
Create
Alternative
under the
Alternatives
tab.
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Choose a
Vendor
>
Create Alternative.
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The alternative RFQ will have the link to the original approval, just like the other RFQ.
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On the approval, both the original RFQ and the alternative RFQ will be
linked
via the
Purchase
Orders
smart button.
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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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