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PO/SO Dynamic Approval Process

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Required Apps Purchase (purchase)
Sales (sale_management)
Invoicing (account)
Discuss (mail)
Technical Name po_so_approval_route
License OPL-1
Also available in version 17.0 16.0 15.0
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Technical Name po_so_approval_route
License OPL-1
Also available in version v 17.0 v 16.0 v 15.0

Introduction

The PO/SO Dynamic Approval Process module provides a powerful solution for managing approval workflows for Purchase and Sales Orders in Odoo. It enables businesses to define dynamic approval rules based on customizable conditions, helping ensure that all transactions comply with internal policies and reducing the risk of errors or unauthorized approvals.

Key Features

  • Dynamic Approval Workflow: Create multi-level approval workflows based on conditions like order amount, purchase teams, sales teams, and other criteria.

  • Customizable Conditions: Define detailed approval conditions to control who approves orders and when.

  • Multi-Company Support: Manage approval workflows across multiple companies in a single Odoo system.

  • Notifications and Reminders: Automatically send notifications and reminders to users when an order requires approval.

  • User-Friendly Interface: Easy-to-use interface for monitoring and managing approval workflows.

Benefits

  • Improved Control: Minimize risks and errors by ensuring every order follows predefined approval processes.

  • Time Efficiency: Automate the approval process to save time and reduce manual effort.

  • Enhanced Compliance: Ensure adherence to company policies and internal regulations.

  • Scalable Solution: Supports multiple companies and can be extended to meet growing business needs.

Compatibility & Technical Details

  • Odoo Version: Compatible with Odoo 17.0.

  • Required Modules: Purchase (purchase), Sales (sale_management), Accounting (account), Discuss (mail).

  • License: Odoo Proprietary License v1.0 (OPL-1).

  • Technical Name: po_so_approval_route

  • Installation: Installable directly via the Odoo Apps interface.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.