Mandatory Attachment Checker for Odoo: Document Validation & Compliance
by Reliution https://www.reliution.com$ 60.00
Mandatory Attachment Checker for Odoo: Document Validation & Compliance
Mandatory Attachment Checker for Odoo ensures that critical business documents always include the required attachments before completing important actions. Whether confirming a Sales Order, validating an Invoice, or approving a Purchase Order, this module enforces attachment rules to maintain proper documentation, compliance, and audit readiness.
The module introduces a powerful Dynamic Rules Engine, allowing users to define flexible, condition-based attachment rules for any Odoo model. Using domain-based conditions, businesses can control exactly when and where attachments are required without needing any custom development. This document management system integration ensures that your team never misses a critical file again.
By enforcing document validation at the right stage of the workflow, this solution helps prevent incomplete records, reduces compliance risks, and ensures that all business processes are backed by proper documentation. It is the ultimate process control system for organizations that prioritize data verification and operational excellence.
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Hot Features
Dynamic Rules Engine:
Create flexible, condition-based rules for any Odoo model.
Model-Based Validation:
Enforce attachment requirements on Sales, Invoices, Purchases, and more.
Popup Enforcement:
Immediate visual alerts and blocking actions when required documents are missing.
No Coding Required:
Configure complex workflow validation rules through a user-friendly interface.
Domain-Based Conditions:
Set specific triggers so rules only apply under certain business conditions.
Audit Readiness:
Ensure every transaction has the necessary audit documentation attached.
Real-time Process Verification:
Instantly validates the presence of files before allowing state changes.
Detailed Features
Set Up
Install the module from the Odoo App Store.
Navigate to Settings >> Mandatory Attachments >> Attachment Rules >> Manage Rules.
Click New to create a new rule.
Configure rule details such as the target Model, specific Conditions (domain), and required attachment
settings.
Save the rule to activate it across your website and backend.
Once configured, the document control system becomes active for the selected model and conditions.
Work Flow
Triggering an Action: A user performs a standard action, such as clicking "Confirm" on a Sales Order or "Validate" on an Invoice.
Automated Verification: The system instantly checks if any active rules apply to that specific record
based on your pre-set conditions.
Missing Attachment Alert: If a required attachment is missing, a popup warning message appears, and the
action is blocked.
Completion: Once the attachment is added, the user can proceed. The process control system confirms the record is now compliant and allows the workflow to continue normally.
If you are trying to delete the attachment then validation occur: You cannot delete this attachment because it is required for validation follow by rule name.
Industry-Specific Use Cases
Ensure every vendor bill has a scanned copy of the original invoice attached before payment validation to maintain audit compliance.
Require quality control certificates or technical drawings to be attached to Manufacturing Orders before they are marked as "Done."
Enforce document compliance by requiring patient consent forms or prescriptions to be attached to medical records or sales orders.
Use as a record validation tool to ensure Bill of Lading or export permits are attached before a delivery order is validated.
Frequently Asked Questions (FAQs)
Yes! The Mandatory Attachment Checker is designed to work with any Odoo model, including standard modules and custom-built apps.
No. To ensure a smooth user experience, the module typically triggers during state transitions (like "Confirm" or "Validate"), allowing users to save drafts while they gather the necessary paperwork.
Absolutely. Using the Dynamic Rules Engine, you can set domain-based conditions so that a rule only applies to specific teams, warehouses, or journals.
The module will apply to any record that meets the rule conditions moving forward. If you attempt to validate an old record that is missing an attachment, the system will prompt you to add it, ensuring your document management software remains consistent.
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 350 |
| Technical Name |
rcs_mandatory_attachment_checker |
| License | LGPL-3 |
| Website | https://www.reliution.com |
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