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Purchase Approval Workflow

by
Odoo

$ 49.59

v 19.0 Third Party
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🔥 LIMITED-TIME LAUNCH OFFER — 50% OFF | $99.00 USD $49.50 USD |  Valid for a limited time only. Price returns to $99 soon.
🛒

Purchase Approval Workflow

Enterprise-grade, configurable multi-level purchase order approval with 14 powerful features — built natively for Odoo 19.

Odoo 19.0
14 Features
$99 USD
OPL-1 License
Purchase · Mail · HR

14

Features

∞

Approval Levels

27

Unit Tests

100%

Odoo Native

🎛️

Full Control

Configure unlimited approval levels with amount thresholds, vendor filters, department routing, and urgency overrides — all without code.

🔍

Complete Audit Trail

Every approval decision is immutably logged with timestamp, approver, and reason. Export to Excel or PDF with one click.

⚡

Team Efficiency

Approve or reject from email, delegate when out of office, bulk-approve pending orders, and never miss an SLA deadline.

14 Enterprise Features

Every feature you need to govern procurement — nothing you don't.

1

SLA & Automatic Escalation

Set a deadline (hours) on each approval level. Overdue orders get a red badge and are automatically escalated by a scheduled cron job.

Cron · Email · Badge
2

One-Click Email Approval

Approvers receive a notification email with Approve and Reject buttons. No login required — secured with a unique one-time token per order.

Tokenized · Secure · No-Login
3

Bulk Approval Dashboard

Dedicated My Pending Approvals and All Pending views with summary cards, inline approve/reject, and a server action for mass approval.

Bulk · Dashboard · Cards
4

Delegation / Out-of-Office

Users can delegate their approval authority to a colleague with an optional expiry date. All delegated actions are flagged in the audit trail.

Delegate · Expiry · Audit
5

Trusted Vendor Auto-Bypass

Mark vendors as trusted and set an amount limit. Orders below the limit are auto-confirmed without any approval step, speeding up low-risk procurement.

Vendor · Auto-Confirm · Threshold
6

Parallel Approval (AND Logic)

Require all members of an approver group to approve before an order advances. Individual votes are tracked in real time with a progress indicator.

AND Logic · Group · Votes
7

HR Manager Auto-Routing

Automatically route orders to the buyer's line manager as recorded in the HR employee hierarchy — no manual approver assignment needed.

HR · Hierarchy · Auto-Route
8

Budget Threshold Check

The Approval Information tab shows how much budget remains under the matched rule's threshold and warns the approver if the order exceeds it.

Budget · Warning · Real-Time
9

Approval Analytics Dashboard

Pivot and bar/trend graph views over the full approval history. Identify bottlenecks, track SLA compliance, and measure average cycle times by approver or period.

Analytics · Pivot · Graph
10

Change Summary on Resubmission

When a rejected order is corrected and resubmitted, the chatter automatically lists every field that changed — vendor, amounts, products.

Diff · Chatter · Resubmit
11

Approval Policy Templates

A wizard lets administrators apply pre-built matrix configurations (Low-Value Fast-Track, Three-Level Corporate, etc.) in a single click.

Wizard · Template · Quick-Setup
12

Vendor-Specific Rules

Restrict a matrix rule to a specific vendor so that strategic suppliers can follow a dedicated approval chain regardless of order amount.

Vendor Filter · Matrix · Flexible
13

Urgency Override

Mark an order as Urgent (skip levels) or Critical (route directly to the highest approver). All overrides are flagged in the chatter and audit trail.

Urgency · Fast-Track · Critical
14

Export Audit Trail

Download the complete approval history as a color-coded Excel workbook or a branded PDF report. Filter by date range, approver, decision, or specific purchase order.

Excel · PDF · Filters

Screenshots

Real screenshots from a running Odoo 19 instance.

PO list with approval state badges

PO list — approval state badges

 Approval Matrix configuration form

Approval Matrix — rule configuration

 Approval Matrix list view

Matrix list — all configured rules
Purchase Order form with approval actions

PO form — approval actions & status

 Approval Information tab on PO

Approval tab — budget check & level info

 Approval History list

Approval History — immutable audit trail
User delegation fields

User profile — delegate field & expiry

 Trusted vendor bypass settings

Vendor form — trusted bypass toggle

 Approval chatter messages

Chatter — structured approval messages

How It Works

Three simple steps from purchase request to confirmed order.

📋

1. Submit for Approval

The buyer clicks Submit for Approval. The workflow engine matches the order against the Approval Matrix and routes it to the correct approver at the correct level.
✅

2. Approve or Reject

The approver acts directly from Odoo or from the one-click email link. Multi-level orders advance automatically to the next level on approval.
📦

3. Auto-Confirm

Once all required approvals are collected, the purchase order is automatically confirmed and the buyer is notified. Every step is recorded in the immutable audit trail.

Security & Architecture

Built with production security standards from day one.

🔑

Role-Based Access

Three security groups — Approval User, Approval Manager, and Administrator — with fine-grained record rules. Approvers can only act on orders assigned to them.

🛡️

XSS-Safe HTML

All user-controlled data (vendor names, rejection reasons, order references) is HTML-escaped before being embedded in email links or chatter messages.

🔒

Secure Email Tokens

One-click email approval links use secrets.token_urlsafe(32) (43-character cryptographic tokens) and are validated server-side before any action is taken.

📜

Immutable Audit Trail

Approval history records are write-protected after creation — even administrators cannot alter past decisions. Full timestamps and approver identity are always preserved.

🚫

No Info Disclosure

Internal exception details are logged server-side only. Public-facing error pages show generic messages — no stack traces or field names are ever exposed to end users.

🧪

27 Automated Tests

Full test suite covering the approval matrix lookup, escalation logic, delegation chain, trusted vendor bypass, and parallel AND-vote counting.

Technical Specifications

🔥  Launch Offer — 50% OFF $99.00 USD    $49.50 USD   (Limited time)
📦  Odoo Version 19.0 (Community & Enterprise)
🔖  Module Version 19.0.4.0.0
📄  License OPL-1 (Commercial)
🔗  Standard Dependencies purchase, mail, hr
🐍  Python Dependencies xlsxwriter — pip install xlsxwriter (Excel export only)
🌐  External Services None — fully self-contained
🗄️  New Models purchase.approval.matrix · purchase.approval.history · purchase.approval.vote
✏️  Extended Models purchase.order · res.users · res.partner · res.config.settings
🧪  Automated Tests 27 unit tests
👤  Author Eng. Ekramy Mohamed
✉️  Support engekramy_mohamed@hotmail.com

Installation

  1. Download and extract the module into your Odoo addons directory.
  2. Install the xlsxwriter Python package on your server:
    pip install xlsxwriter
  3. Restart the Odoo server.
  4. In Odoo, go to Apps, remove the "Apps" filter, search for Purchase Approval Workflow, and click Install.
  5. Go to Purchase → Configuration → Approval Matrix and create your first approval rule.
Quick-start tip: Use the Apply Policy Template wizard (Purchase → Configuration → Apply Policy Template) to load a pre-built three-level matrix in one click, then customise from there.

Changelog

v19.0.4.0.0 Feature 14 — Export Audit Trail (Excel + PDF). Diagnostic error messages for amount-exceeded scenarios. XSS hardening in email controller. All 14 features complete.
v19.0.3.0.0 Features 9–13 — Analytics dashboard, change-summary chatter diff, policy template wizard, vendor-specific rules, urgency override.
v19.0.2.0.0 Features 5–8 — Trusted vendor bypass, parallel AND-logic voting, HR manager auto-routing, budget threshold check.
v19.0.1.0.0 Initial release — Features 1–4: SLA escalation, email approval, bulk dashboard, delegation / out-of-office.

Need Help or Have a Question?

We respond to all support requests within one business day.

✉  Email Support
📄  Download User Guide (PDF)

Purchase Approval Workflow  —  v19.0.4.0.0  |  Developed by Eng. Ekramy Mohamed  |  Licensed under OPL-1

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Employees (hr)
• Purchase (purchase)
• Invoicing (account)
Lines of code 3307
Technical Name purchase_approval_workflow
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/19.0/purchase_approval_workflow/ 
Odoo Proprietary License v1.0

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