Purchase Dynamic Approval | Purchase Order Dynamic Approval | Request For Quotation Dynamic Approval | Dynamic Purchase Approval | Purchase Approval Process | Purchase Order Approval Process

by
Odoo

$ 32.04

v 13.0 Third Party 109
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Purchase (purchase)
• Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 725
Technical Name sh_purchase_dynamic_approval
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 12.0 13.0 16.0 15.0 14.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Purchase (purchase)
• Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 725
Technical Name sh_purchase_dynamic_approval
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 12.0 13.0 16.0 15.0 14.0
logo
Enterprise Community Odoo.sh

Purchase Dynamic Approval

This module allows you to set dynamic and multi-level approvals in the request for quotation/purchase order so each order can be approved by many levels. Purchase orders can be approved based on untaxed/ total amount and approved by particular users or groups they get emails notification about orders that waiting for approval. When a purchase order/RFQ approves or rejects user gets a notification about it.

How it works? click here to watch video

Related Modules

Account Dynamic Approval Related

Sale Dynamic Approval Related

Payslip Dynamic Approval Related

Expense Dynamic Approval Related

Hot Features

Purchase Dynamic Approval.
RFQ Dynamic Approval.
Approved By Particular User.
Approved By Particular Group.
Email Notification.
Approve Based On Total Amount.
Approve Based On Untaxed Amount.

Features

  • You can set dynamic approvals on request for quotation/purchase order.
  • You can set different approvals on different orders.
  • PO/RFQ can approve based on untaxed/ total amount.
  • PO/RFQ can be approved by a particular user or group.
  • Users get a notification when the purchase order/RFQ approves or rejects.
  • You can create a flexible approval process.
  • No special configuration required, install it, use it.

Note

  • You have to disable the odoo feature "Purchase Order Approval" When you install this module otherwise conflicts both.

You have to define the minimum amount based on tax amount or without tax amount.


Approval configuration menu.


Approval Configuration: Setup approval levels based on minimum amount and users level. Also select companies.


Approved Process By, there are two types 1. User , 2. Group. Userwise means to define that person who approved the purchase order, in this wizard select the user.


Approve type 2. Group that means only specific groups users will give approval.


User submits RFQ for approval by pressing the ‘Confirm Order’ button. so that RFQ will automatically set the ‘Waiting for Approval’ stage. Auto fetch Approval Level based on configured approvals setup and minimum limit.


After confirmed by the user, Auto set next level approvers in the Approval Info tab. If next approval is required.


Email notification sent to approvers for approval RFQ.


There are two menus for
1. My Approval: Only access those RFQs which are assigned to him.
2. Waiting Approval: user can access own RFQ which is in Waiting for Approval and Approved stage.


Approval Flow

There are 2 approvers the first approver approves the RFQ.


After approved by the approved person, Auto set the next level approvers in the Approval Info tab. If next approval is required.


Email notification sent to approvers for approval RFQ.


Now the second approver approves the RFQ.


So purchase order created.


Email notification sent to approvers for approval RFQ.


Rejection Flow

There are 2 approvers If the first approver rejects the RFQ that means that RFQ will be canceled no more second approver is needed.


After click on the ‘Reject’ button, this wizard will pop up, here the approver has to add a reason for rejecting the RFQ.


After rejection, it auto set the rejection information in the "Reject Order Info".


Email notification of rejection looks like this.

Version 13.0.6 | Released on : 18thApril 2022

  • UpdateOnly Manager Can Create Approval Configuration.

Version 13.0.5 | Released on : 17th January 2022

  • Fixed Minor Bug Fixed.

Version 13.0.4 | Released on : 10th January 2022

  • UpdateWe have added a base module in depends which is a free module so please whenever you update with the latest v13.0.4 please install the base module first then install the latest updates.

Version 13.0.3 | Released on : 2nd December 2021

  • Fixed Minor Bug Fixed.

Version 13.0.2 | Released on : 24 May 2021

  • Fixed Minor Bug Fixed.

Version 13.0.1 | Released on : 18 May 2021

  • Initial Release.
  • Yes, This app is compatible with Odoo's Multi-Company Feature.
  • Yes, we provide free support for 90 days.

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does it work beyond the multi company?
by
Ammar Al-Loubani
on 1/31/23, 7:01 AM

    Could you please check whether it will work under multi-company environment? So I can set “Approver” or the group beyond the entity.

Re: does it work beyond the multi company?
by
Softhealer Technologies
on 2/1/23, 12:20 AM Author

Yes we are giving company selection in Approval Configuration.

Does it work beyond multi company?
by
Ammar Al-Loubani
on 1/31/23, 6:58 AM
Re: Does it work beyond multi company?
by
Softhealer Technologies
on 2/1/23, 12:20 AM Author

Yes we are giving company selection in Approval Configuration.