Account Payment Tripple Approval for Customer Payment, Vendor Payment and Internal Transfer

by
Odoo

$ 106.13

v 17.0 Third Party 4
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 1077
Technical Name odoo_account_payment_approval
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 16.0 15.0 13.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 1077
Technical Name odoo_account_payment_approval
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 16.0 15.0 13.0 14.0

Customer Payments, Vendor Payments and Internal Transfer - ( Double and Tripple Approval Workflow )

Customer Payments, Vendor Payments and Internal Transfer - ( Double and Tripple Approval Workflow) Odoo App

This Odoo app allow you to have double and tripple approval workflow on Customer Payments, Vendor Payments and Internal Transfer. So double and tripple approval workflow will be applied based on configuration on Accounting Journal form settings.

Main Features:

  • Allow you to configure approval workflow settings on account journal form and based on configuration on accounting journal workflow of approval will apply.
  • This app add double and tripple approval workflow but still allow you to configure on account journal form if you do not want to apply approval workflow and want to go with odoo standard flow for specific journals.
  • Approval workflow has been added on Customer Payments, Vendor Payments and Internal Transfer screens of Odoo.
  • Email notifications to request for approval to next level person/approver.
  • Only selected approvers on account journal form will be able to make approvals and click approve buttons.
  • Please note that we have not added new state/stage on odoo states of payments. We have added alert-info in center in blue to show stage of approval workflow.
  • All approvers listed on account journal should have Odoo accounting rights then only they can approve.
  • You can choose multiple approvers on account journal form.
  • Invoice Form view with Register Payment Wizard (Odoo Standard) - Payment Approval Workflow will not Apply here.
  • Note: Payment approval workflow will not be applicable to register payment wizard on invoice and vendor bill forms.
  • For more details please see below screenshots and Video.

Flow of Second and Third Level Approval Applicable to below Odoo Menu Items:

  • Customers Payments
  • Vendors Payments

Flow of No Approval (Odoo Standard Flow for Customer Payments)

  • User ==> Mitchell Admin
  • User (Mitchell Admin) can Confirm payments of Customer Payments.

Flow of Second Approval (Approval Type of Customer Payments)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Customer Payments.
  • Second Approver (Marc Demo) can Approve Second Approval of Customer Payments and and send notification email to selected Confrimation Responsible.
  • Refuser (Johnty Dexter) can Refuse Customer Payments.

Flow of Second and Third Level Approval (Approval Type of Customer Payments)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Customer Payments.
  • Second Approver (Marc Demo) can Approve Second Approval of Customer Payments and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Customer Payments and and send notification email to selected confirmation responsible.
  • Refuser (Johnty Dexter) can Refuse Customer Payments.

Flow of No Approval (Odoo Standard Flow for Vendor Payments)

  • User ==> Mitchell Admin
  • User (Mitchell Admin) can Confirm payments of Vendor Payments.

Flow of Second Approval (Approval Type of Vendor Payments)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Vendor Payments.
  • Second Approver (Marc Demo) can Approve Second Approval of Vendor Payments and and send notification email to selected confirmation responsible.
  • Refuser (Johnty Dexter) can Refuse Vendor Payments.

Flow of Second and Third Level Approval (Approval Type of Vendor Payments)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Vendor Payments.
  • Second Approver (Marc Demo) can Approve Second Approval of Vendor Payments and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Vendor Payments and and send notification email to .
  • Refuser (Johnty Dexter) can Refuse Vendor Payments.

Flow of No Approval (Odoo Standard Flow for Internal Transfer)

  • User ==> Mitchell Admin
  • User (Mitchell Admin) can Confirm of internal transfer.

Flow of Second Approval (Approval Type of Internal Transfer)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Internal Transfer.
  • Second Approver (Marc Demo) can Approve Second Approval of Internal Transfer and and send notification email to selected confirmation responsible.
  • Refuser (Johnty Dexter) can Refuse Internal Transfer.

Flow of Second and Third Level Approval (Approval Type of Internal Transfer)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Internal Transfer.
  • Second Approver (Marc Demo) can Approve Second Approval of Internal Transfer and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Internal Transfer and and send notification email to selected Confirmation Responsible.
  • Refuser (Johnty Dexter) can Refuse Internal Transfer.

ABOVE USERS AND APPROVERS ARE JUST SAMPLE USERS OF OUR DEMO SYSTEM TO EXPLAIN APP TO YOU.

In below screenshots we will try to explain three cases workflow to understand process (1. Customer Payment with Three Level Approval. 2. Vendor Payment with Two Level Approval. 3. Internal Transfer without Approval, but system will work for all 9 combination as listed and explained above.

Edition Compatibility:


Enterprise Odoo.sh Community

=============================================================================================================================================

Customer Payments

Flow of Second and Third Level Approval(Approval Type of Customer Payments)

Payment Approvals Settings on Accounting Journals Form

Customer Payments Form in Waiting Second Approval

Notification to Second Approver Wizard

Email Notification send to Second Approval

Second Approval Button on Customer Payments Form

Second Approver (Marc Demo) can logged in System and Approve Second Approval of Customer Payments

Second Approver send notification email to selected Third Approval.

Mail Notification send to Third Approval

Third Approval Button and details of Second Approvals on Customer Payments Form

Third Approver (John Smith) can logged in System and Approve Third Approval of Customer Payments

Third Approver send notification email to selected Confirmation Responsible

Mail Notification send to Confirmation Responsible after clicking Third Approval button

Attachments in Email

Confirm Button and details of Third Approvals on Customer Payments Form

Confirmation Responsible (Mitchell Admin) can logged in System and Confirm Customer Payments

After Confirm Customer Payments State changed to Validated

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Refuse button on Customer Payments Form

Refuser (Johnty Dexter) can logged in System and Refuse Customer Payments

Reason for Refuse Customer Payments

Reason for Refuse Details on Customer Payments Form

=============================================================================================================================================

Vendor Payments

Flow of Second Approval(Approval Type of Vendor Payments)

Payment Approvals Settings on Accounting Journals Form

Vendor Payments Form in Waiting Second Approval

Notify Second Approver Wizard

Email notification send to Second Approval

Second Approval Button on Vendor Payments Form

Second Approver (Marc Demo) can logged in System and Approve Second Approval of Vendor Payments

Second Approver send Notification Email to selected Confirmation Responsible

Mail Notification send to Confirmation Responsible

Attachments in Email

Confirm Button and details of Third Approvals on Vndor Payments Form

Confirmation Responsible (Mitchell Admin) can logged in System and Confirm Vendor Payments

After Confirm Vendor Payments State changed to Validated

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Internal Transfer

Flow of No Approval (Odoo Standard Flow for internal transfer)

Payment Approvals Settings on Accounting Journals Form

Odoo Standard flow for internal transfer

After Confirm Internal Transfer State changed to Validated

=============================================================================================================================================

Email Templates of Customer Payments - Vendor Payments - Internal Transfer - ( Double and Tripple Approval Workflow )

=============================================================================================================================================

Invoice Form view with Register Payment Button (Odoo Standard) - Payment Approval Workflow will not Apply here.

After Clicking Button of Odoo Standard Register Payment on Customer Invoice / Vendor Bill

Invoice Form view with Register Payment Wizard (Odoo Standard) - Payment Approval Workflow will not Apply here.

Contact / Support
 Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

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