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How can I setup an email to be automatically sent to the necessary approver when a purchase order approval limit is exceeded?

Portretas
Atmesti
Best Answer

Hi,

There are ways to set up an automatic email notification for exceeding purchase order approval limits in Odoo:

Using Workflows:

Configure the Workflow:
Go to Settings > Automation > Workflows.
Create a new workflow or edit an existing one for purchase orders.
Add a "Check Condition" node that checks if the purchase order amount exceeds the approval limit. You can access the relevant fields like order amount using Odoo expression syntax.
If the condition is met, add a "Send Email" node.
Configure the email recipient. You can use dynamic recipients depending on the approver hierarchy or specific roles using expressions.
Enter the email subject and body. You can use placeholders like {{object.name}} or {{object.amount}} to dynamically include relevant information from the purchase order.
Save and activate the workflow.


Hope it helps

Portretas
Atmesti