Supply Approvals
| Technical name | to_procurement_approval |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/to_procurement_approval |
| Read description for | v 14.0 v 16.0 |
| Required Apps | Discuss (mail) Purchase (purchase) Invoicing (account) Inventory (stock) Employees (hr) |
| Included Dependencies | Approvals Viin HR Base |
| Extensions | Supply Approvals - Purchase Supply Approvals - Purchase Requisition |
Key Features
- Allows employees to create procurement approval requests for one or many products with:
- The desired quantity;
- For the preferred warehouse;
- On the desired date.
- Manager can approve or refuse the requests.
- Before the approval, if the product is not a service, managers can select a preferred route for it or leave it blank to use the default route.
- Once approved:
- For the non-service products: the system will auto-select the most suitable route to supply for the request such as creating stock transfers from multiple warehouses, creating manufacturing orders, suggest a draft purchase order.
- For the services: the system will create a purchase order for them.
Supported Editions
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword to_procurement_approval.
- Press Install.
Instruction
Instruction video: Supply Approvals
Configuration on the Approval app
1. Approval Access Rights.
Navigate to Settings > Users & Companies > Users to set up the Approval access rights to users.
2. Set up procurement approval levels.
Navigate to Approval > Configuration > Approval Types, the system will auto-create the Procurement Approval type. Select this type and press Edit to set up approval levels before starting the procurement approval process.
Create Procurement approval request
To create a Procurement approval request, go to the Approval app, find the Procurement Approval type, and press Create Request. Fill in the procurement approval request information and press Save > Submit to submit the request to the manager.
Note:
- If you request for the products that have the Product Type is Storable Product or Consumable, to link the procurement order with the purchase/manufacturing order, etc. Navigate to Inventory > Configuration > Rules, select the related rules and set up the Propagation of Procurement Group as Propagate.
- In order to generate the purchase/manufacturing order to supply for the request, you need to set up the product route and the needed information. For example:
- With the Buy Route, you need to set up the product Vendors.
- With the Manufacture Route, you need to set up the Bills of Material for the product.
Approve the procurement request
When an employee creates a request, the managers will receive an approval notification to approve it. They will be able to approve or refuse.
After finishing the approval steps, the request will be moved to the Approved stage. At the same time, the system will generate the request for quotation (RFQs) for the chosen product. You can view the RFQs by pressing the Purchase Orders button on the top right corner of the request.
Finish the Approval
When the goods are stocked, you can move the approval request to the Done stage by pressing the Mark as Done button.
Note: On the request view, you can manage the purchase orders, inventory transfers, and payments of each related purchase order by pressing the statistic buttons on the top right corner.
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).
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