Sale Order Discount Approval

by
Odoo

12.00

v 17.0 Third Party 1
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 154
Technical Name sale_order_discount_approval
LicenseOPL-1
Websitehttps://www.cirantait.com/
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 154
Technical Name sale_order_discount_approval
LicenseOPL-1
Websitehttps://www.cirantait.com/

Introduction:


    Sales Order Discount Approval is a module used to uphold regulatory compliance and internal guidelines by enforcing approval requirements for quotations exceeding specified discount levels and maintain an auditable trail of discount approvals for accountability and transparency.

Features:

  • Discount Limitation
  • Tailored Discount Controls
  • Approval Process
  • Email Notifications for Approval
  • Authorization Privileges
  • Approval Tracking

Configuration

  1. Discount Approval Manager Group
  2. Allow Discount in User, by setting limit of discount. User cannot confirm order if discount is more than this limit.
  3. Allow discount on sale order line from sale configuration.

Workflow

  1. User Creates Sale Order with discount.
  2. Once Discount is added more than allowed limit, then try to confirm order, sale order goes to approval stage and approval email goes to all users with Discount Approval Manager group.
  3. An Email with Approval request will be sent to all user with Discount Approval Manager group.
  4. The Discount Approval Manager can approve or reject the order.
  5. The Discount Approval Manager can add the Reject Reason when the Reject button is triggered. This reject reason will be recorded in the chatter widget and the quotation moves to Rejected stage.
  6. The Discount Approval Manager user linked with current approved order and the quotation moves to Sales Order Stage.
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