$ 10.65
| Required Apps |
•
Purchase (purchase)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) |
| Technical Name |
po_so_approval_route
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 15.0 |
Introduction
The PO/SO Dynamic Approval Process module provides a powerful solution for managing approval workflows for Purchase and Sales Orders in Odoo. It enables businesses to define dynamic approval rules based on customizable conditions, helping ensure that all transactions comply with internal policies and reducing the risk of errors or unauthorized approvals.
Key Features
Dynamic Approval Workflow: Create multi-level approval workflows based on conditions like order amount, purchase teams, sales teams, and other criteria.
Customizable Conditions: Define detailed approval conditions to control who approves orders and when.
Multi-Company Support: Manage approval workflows across multiple companies in a single Odoo system.
Notifications and Reminders: Automatically send notifications and reminders to users when an order requires approval.
User-Friendly Interface: Easy-to-use interface for monitoring and managing approval workflows.
Benefits
Improved Control: Minimize risks and errors by ensuring every order follows predefined approval processes.
Time Efficiency: Automate the approval process to save time and reduce manual effort.
Enhanced Compliance: Ensure adherence to company policies and internal regulations.
Scalable Solution: Supports multiple companies and can be extended to meet growing business needs.
Compatibility & Technical Details
Odoo Version: Compatible with Odoo 17.0.
Required Modules: Purchase (purchase), Sales (sale_management), Accounting (account), Discuss (mail).
License: Odoo Proprietary License v1.0 (OPL-1).
Technical Name: po_so_approval_route
Installation: Installable directly via the Odoo Apps interface.
Demo Videos
Dynamic, Customizable and Flexible Approval Process for Purchase Orders / Sales Order
This module helps to create multiple custom, flexible and dynamic approval cycle for purchase orders/Sales order based on purchase team settings.
Key Features:
- Purchase Manager can configure unlimited dynamic approval process rules by creating Purchase Teams Sale Manager can configure unlimited dynamic approval process rules by creating Sales Teams
- Approval Cycle can be generated dynamically based on Total Amount of Purchase Order / Sales Order
- Each Approver can be included to PO/SO approval process depending on the settings of the Minimum or Maximum Amount fields
- PO/SO Multiple Approval Process can be used optionally or forcibly, depending on the module settings
- Locking Total Amount of PO/SO after approval from particular approver or after finishing approval route
- Unlimited level of "step by step" approval process
- Multi Company and Multi Currency features of Odoo System are supported
How it works:
After module installation new settings block will be displayed:
- No - approval cycle functionality disabled.
- Optional - PO approval workflow can be used based on initiator (Purchase Representative) choice.
- Required - purchase approval cycle is required. It means user should select PO Team on create RFQ.
Each Administrator of the Purchase Module has access to create and manage own Purchase Team.
The form looks like in the screenshot below:
Enter name of the team, select team leader and add approvers.
Optionally you can set Minimum or Maximum Amount for each person.
Also you can enter python expression to define custom condition to include/exclude approver to/from PO approval workflow.
Fields information
Team Leader
is the Purchase Module Administrator who is allowed to manage own purchase team.
If
Lock Amount Total
checkbox is enabled the system prevents updating order lines after
confirming
order.
As
Approver
can be selected any
User of the Purchase Module
. Also, you should enter
Role/Position
of the Approver. If information is available, system will try to set approver`s Job Title or Job
Position
in this field.
The system generates multi-level approval route using Total Amount value of PO and Minimum/Maximum Amount for
Approver.
- If Minimum Amount is not set, approver should approve each order.
- If Minimum Amount is set and Total Amount is less than Minimum Amount , then approver will be skipped.
- If Maximum Amount is set and Total Amount is greater than Maximum Amount , then the approver will be skipped.
Also you can enable the option
Lock Amount Total
.
If this checkbox is enabled user can not update order lines after approval.
An error will be triggered if the system detects a change in the Total.
Purchase Order Form:
After creating PO user clicks the "Confirm" button. After that a request to approve to the first approver will be sent:
Pending - is the status for current approver
Only current approver can see the "Approve" button:
Each approver will be requested to approve PO step by step. After the last approval PO is moving to the "Purchase Order" state and approval process is closing.
For Sale Order will be same process by Sales Team !
Email : [email protected]
Website : www.softguidetech.com
Instagram : www.instagram.com/softguidetechnology
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.