| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Purchase (purchase) • Invoicing (account) • Inventory (stock) |
| Lines of code | 2788 |
| Technical Name |
sc_approval_levels_base |
| License | LGPL-3 |
| Versions | 17.0 18.0 19.0 |
Dynamic Multi-Level Approval - ERP Core System
Configure approvals based on department, job position, product category, and more.
Sale Approval
Approve sales orders at multiple levels depending on department or position.
Purchase Approval
Set multi-level approvals for purchase requests and vendor bills.
Accounting Approval
Control invoice, payment, and journal entry approvals dynamically.
Multi-Level Approval
Define custom approval hierarchies based on user role, department, or product type.
1.Overview
This setup is for Dynamic Multi-Level Approval in Odoo ERP (Sale, Purchase, Accounting). It allows you to define approval rules based on multiple criteria:
- Department
- Job Position
- Product Category
- Payment Terms
- Total Sales, Gross Profit, Credit Limit, etc.
Essentially, it automates who should approve what, depending on business rules.
2.Sale Order Approval Example
From your setup:
- Document Type: Sale
- Sequence: 1 (first level)
- Approver: Saowalak (example)
- Conditions: You can set limits like:
- Sale Price Less Than
- Total Sales Over
- Gross Profit Less Than
- Due Date Over
This means Odoo will automatically send a request for approval when a sales order meets these conditions.
3.Multi-Level & Alternate Approvers
- You can add multiple levels (Level 1, Level 2, â¦).
- Alternate approvers can be assigned if the main approver is unavailable.
- Works for Sales Orders, Purchase Orders, and Accounting Documents.
Approval Module Overview
Approval Person Can Only See Their Own Approval Records
Sale Order Approval Detail Data
Approve Button Displays Based on Approval Step (Multiple Steps Shown If Applicable)
Approval Person Can Only Approve Their Assigned Records; Others Are Blocked
Multi-Level Approval Buttons Shown Based on Setup (Example: 2 Steps)
Inside Approval Detail: View Multi-Level Steps and Assigned Approval Persons
Sale Order Approved by Level 1 Approver
Approval Setup Flow and Feature List
Level 2 Approval (Additional Levels Can Be Set Up: 3, 4, 5, etc.)
Available Approval List for Sale, Purchase, Invoice, Bill, Payment, Credit Note, and Debit Note
Inside Approval Module: Only Involved Persons Can See Their Records
Watch Our Approval Testing Video
Supported Edition
a. Community Edition
b. Enterprise Edition
Supports
You can request DEMO!
For any supports or questions, please contact me via:
Please log in to comment on this module