Passa al contenuto
È necessario essere registrati per interagire con la community.
Tutti gli articoli Persone Badge
Etichette (Mostra tutto)
odoo accounting v14 pos v15
Sul forum
La domanda è stata contrassegnata
1 Rispondi
271 Visualizzazioni
Avatar
Trương Đức Bình

Hi everyone.

I am using Odoo 19 Enterprise and I in charge Module Purchase.

I want Setup Approve Rules have many Level.

Example: 

Level 1: Employee -> Create and Submit

Level 2: Team Leaders -> View, Approve Document from Employee

If Team Leaders reject, can not go to Level 3

Level 3: Manager -> View and Approve when Level 2 already Approve


How can I setup in Odoo 19 Enterprise ?


Please help me

Best Regards

Binh Truong

Avatar
Abbandona
Avatar
Muzammil Yasin
Risposta migliore

You can easily set up this multi level sequential approval flow using Odoo Studio on the Purchase Order form. here are the steps you can follow;

  1. Open the Purchase module and enter the Form view (RFQ/Purchase Order).

  2. Open Odoo Studio ,Navigate to the "Confirm Order" button and click on it to open its properties panel.


  5. Click on approval Step, You can set the condition for triggering the approvals. if you want to apply to all RFQ/PO, you can set this condition.

  10. After confirmation, you can assign the relevant approvers and approver group. Set up the first approval by setting approval order as 1 , and for the second approval, for the manager's confirmation, set the approval order to 2.


Kind Regards,

Muz



Avatar
Abbandona
Trương Đức Bình
Autore

Hi Muzammil Yasin
I already Setup the same your instruct. But it has not worked out as i expected.
I see Level 3 can be seen and approved even though level 2 has not been approved in the system. Do I need to add any other Setup?