| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 478 |
| Technical Name |
vendor_bill_payment_approval |
| License | OPL-1 |
| Website | https://sodexis.com/ |
| Versions | 17.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 478 |
| Technical Name |
vendor_bill_payment_approval |
| License | OPL-1 |
| Website | https://sodexis.com/ |
| Versions | 17.0 16.0 |
Vendor Bill Payment Approval
Description
This module implements the approval mechanism for vendor bills to Register the Payment.
Configuration
In the settings we have some configurations for Vendor Bill Approval Request.
W e have two user groups in the user settings
- “Can Request for Payment Approval” is to provide access to create the approval request from the Vendor BIll.
- “Payment Manager” is to approve or cancel the request to proceed for the Payment process.
Functionality
This application is used to give approval for the payment of vendor bills.
Approval Request Based on Threshold Amount:
If the “Approval Request is Based on Threshold Amount” boolean is False.
When we confirm the vendor bill with any amount “Request Approval for Payment” button is enabled for the user who has “ Can Request for Payment Approval ” access .
And there is no “Register Payment” button.
If the“Approval Request is Based on Threshold Amount” boolean is True and if the Bill amount exceeds the value set in the Threshold amount then the “Request Approval for Payment” button is enabled .
For the amount less than the threshold that works like odoo base flow.
Create Approval Request Automatically:
If “Create Approval Request Automatically” boolean is True then the “Request Approval for Payment” button is not enabled; rather it creates the approval and goes to the “waiting Approval” stage and the “Waiting Approval” ribbon will display on the Bill.
Create a vendor bill and the approve request is created automatically .
Turn off Approval Request Email:
If the “Turn off Approval Request Email” boolean is False then it will not send email for the Approval request.Only if it is True the Email will sent for Approval request.
For manual Approval request creation,False the ‘Create Approval Request Automatically” boolean.
Channel:
If we set a Channel,We have a scheduled action to post a message about the list of Vendor Bills that needs approval in that channel in daily bases.
Managers can approve from there and also from emails too.
Note:We also have a Default filter available in the name of “Can be requested for payment Approval” and “Waiting Approval Bills” to easily identify the request for payment approval.
Credits
Contributors
- Sodexis < apps@sodexis.com >
This module is maintained by Sodexis.
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