| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 221 |
| Technical Name |
sale_order_approval |
| License | OPL-1 |
| Website | https://sodexis.com/ |
| Versions | 17.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 221 |
| Technical Name |
sale_order_approval |
| License | OPL-1 |
| Website | https://sodexis.com/ |
| Versions | 17.0 16.0 |
Sale Order Approval
Description
This module implements the feature where managers can set a limit for the sale. If the total amount exceeds the sale order, the employee needs approval from the manager to confirm that order. [a]
Configuration
To get this feature, under the Sales Configuration Enable Order Approval boolean and set the Minimum Amount.
When a user has Own Documents Only access to sales they don’t have rights to approve the SO when the amount exceeds more then the Minimum Amount.
When a user has Administrator access on sales then they can approve SO when the amount exceeds the Minimum Amount.
Functionality
If the SO is placed for an amount less than the Minimum Amount then any user can move to the Sale Order State by Confirming the quotation.
When the SO is placed for an amount more than or equal to the Minimum Amount, then the user with access rights “ Own Documents Only” confirms the Order then the SO is moved to the new state called “ To Approve ”. Once the order is moved to “To Approve” then the user is not allowed to proceed with the order until it is approved.
The Order in the “To Approve” state is approved only by the user with the Sales Administrator. They have a new button called “Approve” on the Sales Order. By clicking on the “Approve” button the Order is moved to the “Sales Order” state.
Credits
Contributors
- Sodexis < apps@sodexis.com >
This module is maintained by Sodexis.
[a] @arunkumar@sodexis.com description updated.
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