PO Dynamic Approval Process

Key Features:

• Purchase Manager can configure unlimited approval rules by creating Purchase Teams
• Approval Route can be generated dynamically based on Total Amount of Purchase Order
• PO Approval can be used optionally or forcibly, depending on the module settings
• Locking Total Amount of PO after receiving approval from particular approver or after finishing approval route
• Unlimited level of "step by step" approval
• Multi Company and Multi Currency features of Odoo System are supported

How it works:

After module installation new settings block will be displayed:

• No - approval route functionality disabled.
• Optional - approval route can be used based PO initiator (Purchase Representative) choise.
• Required - approval route is required. It means user should select PO Team on create RFQ.

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Each Administrator of the Purchase Module has access to create and manage own Purchase Team.

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The form looks like in the screenshot below:
Enter name of the team, select team leader and add approvers

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Fields information

Team Leader is the Purchase Module Administrator who is allowed to manage own purchase team.
If Lock Amount Total checkbox is enabled the system prevents updating order lines after confirming order.

As Approver can be selected any User of the Purchase Module. Also you should enter Role/Position of the Approver. If information is available, system will try to set approver’s Job Title or Job Position in this field.

Also you can set Minimum Amount for which a validation by Approver is required.
If 0 - approver should approve each order. On confirming order the system generates approval route using Total value of PO and Minimum Amount for Approver. If Total less than Minimum Amount Approver will be skipped for this PO.

Also you can enable the option Lock Amount Total. If this checkbox is enabled user can not update order lines after received approval. An error will be triggered if the system detects a change in the Total.

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Purchase Order Form:

After creating PO user clicks the "Confirm" button. After that a request to approve to the first approver will be sent:

Pending - is the status for current approver

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Only current approver can see the "Approve" button:

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Each approver will be requested to approve PO step by step. After the last approval PO is moving to the "Purchase Order" state and approval route is closing.

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Video: 2 cases of using approval route to purchase PC accessories:

• case 1: purchase order for a small amount
• case 2: purchase order for a large amount

Watch Video