odoo_invoice_triple_approval

Customer Invoice - Vendor Bill - Journal Entry - Credit Notes - Refund/Debit Note - Sales Receipt - Purchase Receipt ( Double and Tripple Approval Workflow )

This module allow you to have double and tripple approval workflow on Customer Invoice - Vendor Bill - Journal Entry - Credit Notes - Refund/Debit Note - Sales Receipt - Purchase Receipt. So double and tripple approval workflow will be applied based on configuration on Accounting Journal form.

Main Features:

  • Allow you to configure approval workflow settings on account journal form and based on configuration on accounting journal workflow of approval will apply.
  • This app add double and tripple approval workflow but still allow you to configure on account journal form if you do not want to apply approval workflow and want to go with odoo standard flow.
  • Approval workflow has been added on Customer Invoice, Vendor Bill, Journal Entry, Credit Notes, Refund/Debit Note, Sales Receipt and Purchase Receipt.
  • Email notifications to request for approval to next level person.
  • Only selected approvers on account journal form will be able to make approvals.
  • Please note that we have not added new stage/stage on odoo states of invoices/bills/journal entries. We have added Ribbions on right top corner in green to show stage of approval workflow.
  • All approvers listed on account journal should have accounting rights then only they can approve.
  • You can choose multiple approvers on account journal form.

Flow of Second and Third Level Approval Applicable to below Menu Items:

  • Invoices
  • Credit Notes
  • Receipts (Sales Receipt)
  • Bills
  • Refund/Debit Note
  • Receipts (Purchase Receipt)
  • Journal Entries

Flow of Second and Third Level Approval (Approval Type of Customer Invoices)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Invoice.
  • Second Approver (Marc Demo) can Approve Second Approval of Customer Invoice and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Customer Invoice and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Customer Invoice.

Flow of Second and Third Level Approval (Approval Type of Journal Entry)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Journal Entry.
  • Second Approver (Marc Demo) can Approve Second Approval of Journal Entry and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Journal Entry and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Journal Entry.

Flow of Second and Third Level Approval (Approval Type of Vendor Bill)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Vendor Bill.
  • Second Approver (Marc Demo) can Approve Second Approval of Vendor Bill and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Vendor Bill and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Vendor Bill.

Flow of Second and Third Level Approval (Approval Type of Credit Notes)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Credit Notes.
  • Second Approver (Marc Demo) can Approve Second Approval of Credit Notes and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Credit Notes and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Credit Notes.

Flow of Second and Third Level Approval (Approval Type of Refund/Debit Note)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Refund/Debit Note.
  • Second Approver (Marc Demo) can Approve Second Approval of Refund/Debit Note and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Refund/Debit Note and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Refund/Debit Note.

Flow of Second and Third Level Approval (Approval Type of Sales Receipt)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Sales Receipt.
  • Second Approver (Marc Demo) can Approve Second Approval of Sales Receipt and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Sales Receipt and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Sales Receipt.

Flow of Second and Third Level Approval (Approval Type of Purchase Receipt)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Purchase Receipt.
  • Second Approver (Marc Demo) can Approve Second Approval of Purchase Receipt and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Purchase Receipt and and send notification email to Sales Person.
  • Refuser (Johnty Dexter) can Refuse Purchase Receipt.

ABOVE USERS AND APPROVERS ARE JUST SAMPLE USERS OF OUR DEMO SYSTEM TO EXPLAIN APP TO YOU.

Check App Here

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