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:
Thank you!
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.
Please log in to comment on this module