OmniApproval™ - Estimate Approvals
by Viindoo
| Lines of Code | 785 |
| Technical name | viin_estimate_approval |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/18.0/viin_estimate_approval |
| Read description for | v 16.0 v 17.0 |
| Required Apps | Invoicing (account) Discuss (mail) Employees (hr) |
| Included Dependencies | Estimate Viindoo Base OmniApproval™: One platform. Every approval. Advanced HR Management OmniApproval™ - Accounting Approvals Product's Cost Access OmniApproval™ - Analytic Accounting Approvals Safe IR Metadata Proxies |
An estimate with its sign-off kept on an Approval request
An Estimate approval type: submit the estimate, its lines travel onto the request, and the estimate is confirmed when the request is validated, unless it was already confirmed or cancelled by hand.
OmniApproval™ - Estimate Approvals (technical name viin_estimate_approval) is an Odoo 18.0 app for Odoo Community and Viindoo Cloud, built for estimator, manager, finance.
At a Glance
The facts of OmniApproval™ - Estimate Approvals, version 1.2.2, in one place. Published by Viindoo.
How It Works
Open the estimate; Get Approved; the request confirms it.
The estimate
CRM rollout - Cascade Freight.
The request
Title, customer and period from the estimate.
The lines
Every line, with price and tax.
The type
Fields and mapping.
What You Get
Estimate approval type per company
Lines mapped onto the request
Approval state and count on the estimate
Estimate confirmed when the request is validated
Estimate buttons stay available while a request exists
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Cancel the old one to resubmit.
Edit the type.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use OmniApproval™ - Estimate Approvals?
Estimator
Submits, does not chase.
Manager
Approves the numbers, not a PDF.
Finance
The confirmed estimate has a signature.
Frequently Asked Questions
What does OmniApproval™ - Estimate Approvals do?
An Estimate approval type: submit the estimate, its lines travel onto the request, and the estimate is confirmed when the request is validated, unless it was already confirmed or cancelled by hand.
What does OmniApproval™ - Estimate Approvals not do?
One request at a time per estimate. Cancel the old one to resubmit. Approvers default to estimate admins. Edit the type.
Who is OmniApproval™ - Estimate Approvals for?
Estimator: Submits, does not chase. Manager: Approves the numbers, not a PDF. Finance: The confirmed estimate has a signature.
Which Odoo version and editions does it support?
Odoo 18.0 - Odoo Community, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_estimate, viin_approval, viin_approval_account. Odoo installs them with it.
How do I set it up?
Open the estimate; Get Approved; the request confirms it.
What works well with it?
Estimates (viin_estimate): The estimates. Approvals (viin_approval): The routing.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_estimate_approval; pre-sales questions go to sales@viindoo.com.
See OmniApproval™ - Estimate Approvals in Action
or use the Live Preview button at the top of this page
Need help with OmniApproval™ - Estimate Approvals?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: Viindoo Apps
Technical Requirement
Changes log
1.2.2 - Latest on the 18.0 line
- Remove estimate_price_tax.
- Enhance module description and documentation.
- Add request type icons.
- Improve migration logic for OmniApproval.
- Wrong live_test_url.
Estimate Approvals
For estimators, approvers and administrators of the Approval and Estimates apps.
Note
Extends Estimates - see its documentation: viin_estimate.
Note
Extends Approval - see its documentation: viin_approval.
Overview
Estimate Approvals lets a business have a cost estimate reviewed and signed off before it is confirmed. The estimator submits the estimate from its own form, the approver reviews the same lines on an approval request, and a validated request confirms the estimate.
The process runs in three stages:
- Submit - the estimator chooses Get Approved on the estimate and submits the request that is created.
- Review - the approver opens the request, checks the lines and approves or refuses it.
- Confirmation - when the request is approved, the estimate is confirmed.
| Role | What they do | Access right to assign |
|---|---|---|
| Estimator | Prepares the estimate, submits it for approval and follows the request. | Estimates: User |
| Approver | Reviews the request and approves or refuses it. | Approval: Team Approver or Officer |
| Estimate administrator | Sees every estimate and its requests. | Estimates: Administrator |
| Approval administrator | Maintains the Estimate approval type and approves when no manager can. | Approval: Administrator |
Setup (for the Administrator)
Installation
- Open Apps, search for Estimate Approvals and click Install. The Estimates and Approval apps are installed with it.
- An approval type named Estimate is created for each company. Open Approval ‣ Configuration ‣ Approval Types to review it.
Assigning access rights
- Open Settings ‣ Users & Companies ‣ Users and select a user.
- Give estimators the User right of Estimates, and approvers the Team Approver or Officer right of Approval.
- Give the approver who confirms estimates the Estimates User right as well: the estimate is confirmed on behalf of the person who approves, so that person must be allowed to change estimates.
Estimator: submit an estimate for approval
Request approval
Open Estimates ‣ Estimates and select a draft estimate.
Click the gear icon next to the estimate name and choose Get Approved.
In the Submit for Approval window, keep the Estimate approval request type and click Create Approval Request.
The request opens in Draft. It carries the estimate title, customer, period and the estimate lines with their type (expense or income), quantity, unit price and taxes, and it shows the estimate totals under the lines. The View Estimate button returns to the estimate.
Submit the request
Check the lines on the Estimate Lines tab and the approvers on the Approvers tab.
Click Submit. The request moves to To Approve and the approvers can act on it.
The request goes first to the manager of the employee. When that manager is not a Team Approver, the request shows a warning and an approval administrator approves instead.
If the estimate was cancelled, submitting its request brings the estimate back to Draft.
Follow the outcome
The estimate shows the Fully Approved ribbon once its request is approved. Every decision is recorded on the request.
Approver: review and decide
Open Approval ‣ Approval Request ‣ Request and select the request in To Approve.
Review the estimate lines and totals.
Click Approve to sign off, or Refuse to reject the request.
When the last required approval is given, the request moves to Approved and the estimate is confirmed in the same step.
The estimate stays as it is in these cases:
- The request is refused, cancelled or set back to draft: the estimate is not changed and can still be confirmed by hand.
- The estimate was already confirmed or cancelled by hand: approving the request does not change it.
Working on the estimate while a request exists
The Confirm, Cancel and Set to Draft buttons of the estimate stay available whatever the state of its request. When someone confirms or cancels the estimate by hand while its request is still pending, a note is added to the request so the reviewers see it.
If the estimate is deleted, its approval request is kept and a note explains that the estimate no longer exists.
When an estimate has several requests, only its current request drives it.
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.
