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How to extend Purchase Verification Workflow?

on 6/26/13, 7:45 AM 2,470 views

We are beginning to use OpenERP v7 and have set up the Purchase Workflow with the setting "Force 2 levels of verification" and the amount set to 1000.

This works ok but now our requirement is slightly different...

  1. We need all purchases approved by the Sales Manager, regardless of the amount.
  2. After the first approval, if the amount is >= 1000 we need a second approval from the Finance Manager

Now the question is... can this be achieved by simply editing the workflow and if so what changes do we need to do?

Any help would be appreciated.

Yes this is not much difficult, we can use readonly checkboxes, security groups and access rights to achieve the same. So when a user like Sales Manager or Finance Manager logged in , he can do only his part in the workflow. The above condition based on amount, leads to a second approval can also be done.

Akhil P Sivan
on 10/7/15, 3:33 PM

Just wondering if you can give a quick example of how to configure the workflow. I was looking at the workflow and see the CheckForApproval and WaitForApproval steps, but need to know what settings to change to make the flow cycle until the 2nd person (purchase.manager) clicks approve.

Mark Wells
on 10/30/15, 3:06 PM

Ray Carnes

--Ray Carnes--
| 9 7 9
Keyport, United States
--Ray Carnes--

Senior ERP Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0 and 11.0.

Completed Odoo Functional and Technical Training.

Functional Areas:

  • CRM/Sales

  • Inventory

  • Manufacturing

  • Accounting

  • Purchasing

Major Skills:

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  • Efficiency Consulting

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  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

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I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes
On 10/30/15, 8:35 PM

1. Remove access to the Validate button, except for users in the Sales Manager group.

2. Setup two levels of approvals with a threshold amount. 

Note: at v9 this is now part of Company Data:

For more information on (1), see https://www.odoo.com/forum/help-1/question/how-assign-groups-to-button-8364

Mark Wells
On 10/7/15, 1:47 PM

Darn. No Answer. This is exactly the same thing I am looking for. 

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Asked: 6/26/13, 7:45 AM
Seen: 2470 times
Last updated: 12/14/15, 1:27 PM