Skip to Content

PO Dynamic Approval Process

by

14.01

18.0 0
Live Preview
Required Apps Purchase (purchase)
Invoicing (account)
Discuss (mail)
Technical Name purchase_approval_route
License OPL-1
Also available in version 18.0 15.0 14.0
You bought this module and need support ? Click here!
Technical Name purchase_approval_route
License OPL-1
Also available in version v 15.0 v 14.0 v 18.0

Introduction

This module enhances procurement by delivering a dynamic, multi-level approval workflow for purchase orders. Approval routes can be configured based on purchase amount thresholds and tailored by purchasing teams, ensuring orders follow appropriate authorization paths. It supports structured decision-making, hierarchical approval, and policy compliance—ideal for organizations requiring granular control over procurement.

Key Features

  • Supports creation of multiple dynamic approval rules organized by purchasing teams

  • Defines approval steps based on minimum and maximum purchase order amounts

  • Allows optional or mandatory approval workflows based on configuration

  • Locks purchase order total once it receives approval at a defined stage

  • Supports multiple sequential approval levels, adapting to organizational structure

  • Fully compatible with multi-company and multi-currency setups

  • Evaluates conditions using custom expressions to include or exclude specific approvers dynamically

Benefits

  • Ensures purchase order governance with transparent, rule-based approval flows

  • Prevents unauthorized purchases through granular control over approval thresholds

  • Enhances oversight by allowing sequential approvals aligned with company hierarchy

  • Streamlines authorization with configurable, team-based routes that adapt to organizational needs

  • Supports auditability and compliance through enforced order locking and approval traceability

Compatibility & Technical Details

  • Technical Name: purchase_approval_route

  • Required Modules: Purchase Management, Base (including multi-company or analytic modules if applicable)

  • License: OPL-1 (Odoo Proprietary License)

  • Installation Steps:

    1. Ensure foundational purchase-related modules (e.g. Purchase Management) are installed.

    2. Install the purchase_approval_route module.

    3. Configure purchasing teams and define approval rules using amount thresholds, approver roles, and optional lock settings.

    4. Enable the approval process and test with sample purchase orders to validate routing logic.

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.