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...
- We need all purchases approved by the Sales Manager, regardless of the amount.
- 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.
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.