Purchase Discount & Approval
Manager approval for risky purchase order discounts
Add a simple approval gate around Odoo's standard purchase order line discount field. Buyers keep the native purchase workflow while managers control unusually high or financially material discounts.
Configure discount thresholds, warn users on RFQs, block confirmation until approval is granted, and analyze discount exposure by vendor and approval status.
Designed for Purchase Discount Control
Purchase discounts are useful during supplier negotiation, but uncontrolled discounts can create policy exceptions, approval gaps, and poor visibility. This application keeps discount approval inside the RFQ and purchase order.
Common Problems
- High discounts entered without manager review
- Manual approval outside the purchase order
- No clear approval state on RFQs
- Managers cannot quickly see discount exposure
- Confirmed orders may contain unapproved discounts
What This Application Provides
- Company-based discount approval rules
- Thresholds by maximum line discount percentage
- Thresholds by total discount amount
- Request, approve, and reject workflow
- Confirmation blocking for unapproved RFQs
Configure Approval Rules
Open Purchase > Purchase Discounts > Approval Rules and define when manager approval should be required.
- Set a maximum line discount percentage threshold.
- Set a total discount amount threshold.
- Configure rules separately by company.
- Restrict approval to purchase discount managers.
Warn Buyers Before Confirmation
The application computes the total discount amount and the maximum line discount on every RFQ. When a rule is matched, Odoo displays a clear warning and marks the RFQ as requiring approval.
- Uses Odoo's standard purchase line discount field
- Calculates total discount amount
- Calculates maximum line discount percentage
- Shows approval state directly on the purchase order
Approve or Reject from the Purchase Order
Discount managers can approve or reject discount requests directly from the RFQ. The module stores the approval state, approver, approval date, and rejection reason.
- Buyer creates an RFQ with purchase line discounts.
- Buyer requests discount approval when thresholds are reached.
- Manager reviews the RFQ and approves or rejects the discount.
- Odoo allows confirmation only after required approval is granted.
Block Unapproved Purchase Orders
If a purchase order requires approval and has not been approved, the standard confirmation action is blocked. This keeps the control point in the normal purchase workflow and prevents accidental bypass.
Analyze Purchase Discount Exposure
Managers can use list, pivot, and graph views to review discount amounts, approval states, and vendor exposure.
- Filter purchase orders requiring approval
- Filter approved discount orders
- Group by discount approval status
- Analyze discount amount and untaxed amount
Support
Author and maintainer: Loloka
Support: yougood@live.cn
License: OPL-1
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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