All in one Dynamic Approval | Sale Dynamic Approval | Purchase Dynamic Approval | Invoice Dynamic Approval
by BrowseInfo https://www.browseinfo.com$ 42.36
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 2532 |
| Technical Name |
bi_all_in_one_dynamic_approval |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 17.0 16.0 15.0 14.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 2532 |
| Technical Name |
bi_all_in_one_dynamic_approval |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 17.0 16.0 15.0 14.0 |
Sales Dynamic Approval Odoo Apps
Multiple Level Approvals Odoo Apps
Dynamic Purchase Order Approval Odoo Apps
Account Dynamic Approval Odoo Apps
Multi Level Approvals Odoo App revolutionizes the approval process for sales orders, purchase orders, payments, and journal entries. This Odoo app allows users to configure dynamic approval workflows based on minimum total amounts and pre-tax figures. The app system mandates approvals from designated users and specific groups, ensuring a multi-level authorization process. Users receive email notifications for both approval and rejection, providing real-time updates on the status of their orders.
Features
Configure Dynamic Approval
User can configure dynamic approvals and set based on 'Total' and 'Before Tax Amount'.
Set Multiple Approvals
User can create or set multiple approvals for sales order, purchase order, payment and journal entry.
Approval Process By User & Group
There are two types of approval process 1) User and 2) Group.
Email Notification for Approval and Rejection
User will get an email notification for approval and rejection.Dynamic Approval Configuration
Under general settings in that enable 'Dynamic Approval' checkbox and set approval based minimum amount of 'Total' or 'Before Tax Amount'.
User have to enable 'On Customer Invoice' and 'On Vendor Bill' option for approvals.
Approvals Menu
Goto Settings -> Users & Companies -> Approvals menu in that create approval with minimum amount, Option to enable/disable 'Sales Person Always in CC' and enter approval details.
There are two types of approval process 1) User and 2) Group, Here select approval process by 'User' and define person who approved the sales.
User can select approval process by 'Group' and define group name to approved the sales by specific group users.
Approvals Configurations Menu
Goto Settings -> Users & Companies -> Approvals Configurations menu in that select model and approvals.
Sales Order Dynamic Approvals
Confirm Sale Quotation
User can click on 'CONFIRM' button in sale quotation.
If approval based on 'Total', then approval will be based on total amount otherwise based on 'Before Tax Amount'.
User can see auto fetch approval levels based on configured approvals and minimum amount.
Once confirmed sale quotation and amount exceeding the limit, Sale quotation moved to 'WAITING FOR APPROVAL' stage and automatic set next approval level under 'Approval Info' tab.
Email Notification for Approval Quotation
User can see email notification sent to approvers for approval sale quotation.
Approve Sale Quotation by First Approver
First approver can click on 'Approve' button to approved sale quotation.
Once approved sale quotation by first approver, Automatic set next approval level under 'Approval Info' tab.
Email Notification for Approval Quotation
Approve Sale Quotation by Second Approver
Second approver can click on 'Approve' button to approved sale quotation.
Once approved sale quotation by second approver, Confirmed sale order and view the details of approvers under 'Approval Info' tab.
Email Notification for Confirmed Sale Order
Reject Sale Quotation
Approver can click on 'Reject' button to rejected sale quotation.
Sale Order Reject Wizard
Once click on 'Reject' button, Approver must be enter rejection reason in this wizard.
Rejected Sale Quotation
After rejected sale quotation by approver, Sale quotation moved to 'Reject' stage and no more approvals needed.
User can view rejection information under 'Approval Info' tab.
Email Notification for Rejected Sale Order
My Approval Menu
Goto Sales -> Orders -> My Approval menu in that view all approval assigned to user.
User can access or view their own quotation, which is in Waiting for Approval and Approved stage.
Purchase Order Dynamic Approvals
Confirm RFQ in Purchase
User can click on 'CONFIRM ORDER' button in RFQ of purchase.
If approval based on 'Total', then approval will be based on total amount otherwise based on 'Untaxed Amount'.
User can see auto fetch approval levels based on configured approvals and minimum amount.
Once confirmed RFQ and amount exceeding the limit, Sale quotation moved to 'WAITING FOR APPROVAL' stage and automatic set next approval level under 'Approval Info' tab.
Email Notification for Approval RFQ
User can see email notification sent to approvers for approval RFQ.
Approve RFQ by First Approver
First approver can click on 'Approve' button to approved RFQ.
Once approved RFQ by first approver, Automatic set next approval level under 'Approval Info' tab.
Approve RFQ by Second Approver
Second approver can click on 'Approve' button to approved RFQ.
Once approved RFQ by second approver, Confirmed purchase order and view the details of approvers under 'Approval Info' tab.
Email Notification for Confirmed Purchase Order
Reject RFQ
Approver can click on 'Reject' button to rejected RFQ.
Purchase Order Reject Wizard
Once click on 'Reject' button, Approver must be enter rejection reason in this wizard.
Rejected RFQ
After rejected RFQ by approver, Request for quotation moved to 'Reject' stage and no more approvals needed.
User can view rejection information under 'Approval Info' tab.
Email Notification for Rejected Purchase Order
Waiting For Approval Menu
Goto Purchase -> Orders -> Waiting for Approval menu in that user can access or view RFQ, which is in Waiting for Approval.
Display or view all approval assigned to user.
Payment Dynamic Approvals
Confirm Payment
User can click on 'CONFIRM' button in payment.
User can see auto fetch approval levels based on configured approvals and minimum amount.
Once confirmed payment and amount exceeding the limit, Payment moved to 'WAITING FOR APPROVAL' stage and automatic set next approval level under 'Approval Info' tab.
Email Notification for Submit For Approval
User can see email notification sent to approvers for approval payment.
Approve Payment by First Approver
First approver can click on 'APPROVE PAYMENT' button to approved payment.
Once approved payment by first approver, Automatic set next approval level under 'Approval Info' tab.
Approve Payment by Second Approver
Second approver can click on 'APPROVE PAYMENT' button to approved payment.
Once approved payment by second approver, Posted payment and view the details of approvers under 'Approval Info' tab.
Email Notification for Payment Posted
Reject Payment
Approver can click on 'REJECT PAYMENT' button to rejected payment.
Payment Reject Wizard
Once click on 'Reject' button, Approver must be enter rejection reason in this wizard.
Rejected Payment
After rejected payment by approver, Payment moved to 'REJECT' stage and no more approvals needed.
User can view rejection information under 'Approval Info' tab.
Email Notification for Invoice Payment Rejected
Waiting For Approval Menu
Goto Invoicing -> Customers -> Waiting For Approval menu in that view all approval assigned to user. .
User can access or view their own payment, which is in Waiting for Approval stage.
Journal Entry Dynamic Approvals
Confirm Customer Invoice
User can click on 'CONFIRM' button in draft invoice.
If approval based on 'Total', then approval will be based on total amount otherwise based on 'Before Tax Amount'.
User can see auto fetch approval levels based on configured approvals and minimum amount.
Once confirmed customer invoice and amount exceeding the limit, Customer invoice moved to 'WAITING FOR APPROVAL' stage and automatic set next approval level under 'Approval Info' tab.
Email Notification of Submit for Approval
User can see email notification sent to approvers for approval customer invoice.
Approve Customer Invoice by First Approver
First approver can click on 'Approve' button to approved customer invoice.
Once approved customer invoice by first approver, Automatic set next approval level under 'Approval Info' tab.
Email Notification of Submit for First Approval
Approve Customer Invoice by Second Approver
Second approver can click on 'Approve' button to approved customer invoice.
Once approved customer invoice by second approver, Confirmed customer invoice and view the details of approvers under 'Approval Info' tab.
Email Notification for Confirmed Customer Invoice
Reject Customer Invoice
Approver can click on 'Reject' button to rejected customer invoice.
Invoice Reject Wizard
Once click on 'Reject' button, Approver must be enter rejection reason in this wizard.
Rejected Customer Invoice
After rejected customer invoice by approver, Customer invoice moved to 'Reject' stage and no more approvals needed.
User can view rejection information under 'Approval Info' tab.
Email Notification for Rejected Customer Invoice
Waiting Approval Menu
Goto Invoicing -> Customers -> Waiting Approval menu in that view all approval assigned to user.
User can access or view their own invoice, which is in Waiting for Approval stage.
Confirm Vendor Bill
User can click on 'CONFIRM' button in draft bill.
If approval based on 'Total', then approval will be based on total amount otherwise based on 'Before Tax Amount'.
User can see auto fetch approval levels based on configured approvals and minimum amount.
Once confirmed vendor bill and amount exceeding the limit, Vendor bill moved to 'WAITING FOR APPROVAL' stage and automatic set next approval level under 'Approval Info' tab.
Email Notification of Submit for Approval
User can see email notification sent to approvers for approval vendor bill.
Approve Vendor Bill by First Approver
First approver can click on 'Approve' button to approved vendor bill.
Once approved vendor bill by first approver, Automatic set next approval level under 'Approval Info' tab.
Email Notification of Submit for First Approval
Approve Vendor Bill by Second Approver
Second approver can click on 'Approve' button to approved vendor bill.
Once approved vendor bill by second approver, Confirmed vendor bill and view the details of approvers under 'Approval Info' tab.
Email Notification for Confirmed Vendor Bill
Reject Vendor Bill
Approver can click on 'Reject' button to rejected vendor bill.
Invoice Reject Wizard
Once click on 'Reject' button, Approver must be enter rejection reason in this wizard.
Rejected Vendor Bill
After rejected vendor bill by approver, Vendor bill moved to 'Reject' stage and no more approvals needed.
User can view rejection information under 'Approval Info' tab.
Email Notification for Rejected Vendor Bill
Waiting Approval Menu
Goto Invoicing -> Vendors -> Waiting Approval menu in that view all approval assigned to user.
User can access or view their own invoice, which is in Waiting for Approval stage.
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