Approval Workflow

by
Odoo

$ 50.29

v 14.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
• Purchase (purchase)
• Sales (sale_management)
• Invoicing (account)
• Inventory (stock)
Lines of code 1319
Technical Name ak_approval_workflow
LicenseOPL-1
Websitehttp://www.aktivsoftware.com
Versions 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
• Purchase (purchase)
• Sales (sale_management)
• Invoicing (account)
• Inventory (stock)
Lines of code 1319
Technical Name ak_approval_workflow
LicenseOPL-1
Websitehttp://www.aktivsoftware.com
Versions 14.0
Enterprise
Community
Odoo.Sh
Self Hosted

Approval Workflow

Approved your every Supplier or Vendor, Product and Purchase Order.

Explore this module

Overview Key Features Setup & Configuration Screenshots

Overview

This module is useful to setup the Approval Workflow for Supplier, Product and Purchase Order. Like for e.g When new Purchase Order created then first it need to be Approve then after it can be confirm so that time we can use this module features. Same way we can also setup the Approval workflow for the Supplier and Product and Purchase.

Features

Approve Supplier or Vendor and Product with multi levels approval.

Approve Purchase Order with multi levels approval based on price before confirm it.

Can setup the Approval workflow for the Supplier or Vendor and Product and Purchase.

Using Bypass Approval Workflow, In case of higher level's approval user is not available. Any approval level's user can approve.

One can also see Approval Status and Approval Users in notebook page 'Approval Levels' and smart button 'Approval History'.

Setup & Configuration

Prerequisites

  • Required Apps

    Sales, Purchase, Contacts

Configuration

After installing the module go to Settings -> Approval Settings.

Create Approval Workflows according to your need for Supplier, Product and Purchase Order.

You need to enable Approval Workflow Management configuration as per your need for Supplier, Product and Purchase Order.

You need to assign the Can approve Product, Can approve Supplier/Vendor, Can approve Purchase Order group on User according to your need.

Screenshots

Once you configure the settings in the Approval Settings tab then you need create new Supplier, Product or Purchase Order records so it will pick the Approval workflow from the Approval Workflows master which you created earlier. And you can see the SEND FOR APPROVAL button in view.

Once you send po for appoval and if it not approved you can not confirm the order. Same in product and suplier/vender you can not see in any Many2one field.

Still you try to confirm the PO it will give the UserError.

After that you need to login with the User who is in First Level. Once First Level user will login and open same Purchase Order then he/she can able to see two new button 'Approve' and 'Reject'.

First Level user can either Approve or Reject PO. If he click on the 'Approve' button then one popup wizard will open where he/she need to Add the Approval Note.

Once all user from the Purchase Order Approval Approve PO then status of the PO for all levels will update as 'Approved'.

If he/she click on the 'Reject' button then PO will be in rejected stage.

It will ask note and it is rejected.

PO will be in rejected stage.

You can also check the Approval History on the Purchase Order. There is one smart button on the PO it will redirect you to Approval History for that PO.

You can see pending PO approvals by click on Purchase order pending for approval.

When you cheked boolean for bypass the workflow then any level user who have rights to approve can approve the PO.

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