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Purchase Order Approval Check Lists

by
Odoo

$ 11.52

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
• Purchase (purchase)
Lines of code 789
Technical Name yt_purchase_order_checklist
LicenseOPL-1
Websitehttps://yugmatech.com
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
• Purchase (purchase)
Lines of code 789
Technical Name yt_purchase_order_checklist
LicenseOPL-1
Websitehttps://yugmatech.com
Versions 18.0 19.0
📋

Purchase Order Approval Check Lists

Streamline Your Purchase Approval Process with State-Specific Checklists

✓ Odoo 19.0 Ready ✓ Multi-Company ✓ Role-Based Access
👥
4
Security Groups
🛡️
100%
Compliance Ready
✅
5+
PO States Supported

⭐ Why Choose This Module?

Transform your purchase approval workflow with intelligent checklist management. Ensure 100% compliance, eliminate approval bottlenecks, and maintain complete audit trails. Built specifically for Odoo 19.0 with modern privilege-based security.

⚡

🎯 Overview

The Purchase Order Approval Check Lists module provides a comprehensive and flexible checklist management system for purchase orders. Ensure compliance, quality control, and proper authorization at every stage of your procurement process with state-specific checkpoints and role-based approvals.

📸 Screenshots

🔐 Privilege-Based Access Control

New in Odoo 19.0
Purchase Checklists Privilege Settings
Configure user access levels for Purchase Checklists using Odoo 19.0's new privilege system. Assign users to different privilege levels directly from the user settings:
  • User: Own Documents Only - Users can view and approve checklist items only for purchase orders they created or are assigned to. This provides basic checklist functionality with document-level restrictions.
  • User: All Documents - Users can view and approve checklist items for all purchase orders in the system, regardless of ownership. Ideal for procurement team members who need to review checklists across all orders.
  • Administrator - Full access to manage checklist templates, create and configure templates, set access rights, and manage all checklist features. Administrators can also approve checklists for all purchase orders.
  • Super User - Highest privilege level with the ability to approve any checklist item and bypass all validation restrictions. Super users can move purchase orders through state transitions even when mandatory checkpoints are not completed, providing emergency override capabilities.

📋 Checklist Templates Management

Checklist Templates List View
Manage all your checklist templates from a centralized list view. Configure templates for different purchase order states (RFQ, RFQ Sent, Purchase Order), companies, and user groups. Set mandatory status and control access rights.

⚙️ Template Configuration

Checklist Template Form
Create and configure checklist templates with detailed settings including checkpoint name, purchase order state, sequence, company, mandatory status, active status, description, and access rights for user groups.

🛒 Purchase Order Checklist Integration

Purchase Order Checklist Tab
View and manage checklists directly within purchase orders. Track progress with visual progress indicators, approve checkpoints, and ensure all mandatory items are completed before state transitions. The checklist tab shows approved checkpoints, progress percentage, and detailed checkpoint information with approval tracking.

⚠️ State Transition Validation

Checklist Validation Error
The module enforces mandatory checklist completion before allowing purchase order state transitions. When attempting to send RFQ, confirm order, or change state without completing all mandatory checkpoints, users receive a clear error message listing all pending mandatory items. This ensures compliance and prevents incomplete purchase orders from progressing through the workflow.

⭐ Key Features

🏢

Multi-Company Support

Configure different checklist templates for each company in your organization.

  • Company-specific templates
  • Isolated checklist management
  • Multi-company security rules
📊

State-Specific Checklists

Define checkpoints for each purchase order state.

  • Draft state checkpoints
  • RFQ Sent validations
  • Purchase Order approvals
  • Custom state requirements
👥

Role-Based Approval

Assign specific user groups to each checkpoint for controlled approvals.

  • Group-based permissions
  • Flexible access control
  • Super user override rights
🔒

Validation Control

Block state transitions until all mandatory checkpoints are approved.

  • Mandatory vs optional items
  • Automatic validation
  • Clear error messages
📈

Progress Tracking

View checklist completion status at a glance.

  • Progress bar on tree view
  • Completion percentage
  • Quick status overview
💬

Chatter Integration

Track all checklist approvals in the purchase order timeline.

  • Approval notifications
  • Audit trail
  • User accountability

💡 Key Benefits

✓
Improved Compliance

Ensure all necessary checks are completed before purchase approval

✓
Better Accountability

Track who approved what and when with complete audit trails

✓
Reduced Errors

Prevent oversight with mandatory checkpoints

✓
Time Savings

Automated checklist generation eliminates manual tracking

💼 Use Cases

✅

Quality Assurance

Verify quality requirements before confirming orders

💰

Budget Approval

Multi-level budget authorization workflows

📜

Compliance

Ensure regulatory and policy compliance

📄

Documentation

Verify required documents before processing

🏷️

Vendor Verification

Validate vendor credentials and terms

⚖️

Legal Review

Legal department approval checkpoints

📥 Installation

Requirements

Dependency Description
Purchase Core Odoo Purchase module
Invoicing (Account) Core Odoo Accounting module
Discuss (Mail) Odoo messaging and chatter functionality

Installation Steps

  1. Download the module from the Odoo Apps Store
  2. Upload to your Odoo instance's addons directory
  3. Update the apps list
  4. Install "Purchase Order Approval Check Lists"
  5. Configure your checklist templates in Purchase → Configuration → Checklist Templates

🆘 Support & Documentation

For support, questions, or feature requests, please contact:

✉️ Email hello@yugmatech.com
🌐 Website https://yugmatech.com

We're committed to providing excellent support and continuously improving our modules based on your feedback.

About Yugma Tech

Yugma Tech is a leading Odoo development partner specializing in creating high-quality, business-focused Odoo modules and customizations.

Website: yugmatech.com
Email: hello@yugmatech.com

© 2024 Yugma Tech. All rights reserved.
Licensed under Odoo Proprietary License v1.0 

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