India

ZestyBeanz Technologies Pvt Ltd 4th Floor, Nila, Technopark Thiruvananthapuram,
India – 695581
Phone: +91 471 4063254
Fax : +91 471 2700171

   .

ZestyBeanz Technologies Pvt Ltd
61/3236, Manikkath Cross Road
Ravipuram, Kochi, India - 682016
Phone: +91 484 4063254

  UAE

Zesty Labs
Office # 2003, Millennium Plaza Building
Sheikh Zayed Rd, Dubai, UAE
Phone: +971 4333 2222​
Mobile: +971-52-7553466

  Germany​

ZestyBeanz Technologies GmbH
Reuterstraße 1
90408 Nürnberg
Fon: +49 911 4801 444
Fax: +49 911 4801 445

Double Validation in Odoo Purchase

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Raveena's picture

Double Validation in Odoo Purchase

The Odoo Purchase application is configured to have the single level of validation, but the double validation can be activated to have two levels of validation before confirmation from RFQ to purchase order.

We can define a validation process whereby only a manager can validate a purchase order that exceeds certain total amount. Some companies may need a double validation before they confirm the order. This adds another feature to manage purchase standard increase verification process.

For this login to your system, move to Purchases → Configuration → Settings.

Make sure that ‘Get 2 levels of approvals to confirm a purchase order’ is checked which is seen under ‘Levels of Approvals *’. This will allow the feature that only the manager can validate the purchase order if it exceeds a certain limit. To set the limit amount upon which the manager need to validate the PO, set the amount on the field ‘Double validation amount *’ which comes only when ‘Get 2 levels of approvals to confirm a purchase order’ setting is checked.

Figure :- Purchase double validation configuration

Now after the configuration settings,to check out this feature login with another purchase user( not the manager) .

Figure:- Purchase User

Create a Purchase Order with total amount exceeding the amount given in double validation amount field.

Figure :- Purchase Order

Confirm the purchase order, then we get to see an extra state that appears to be ‘To Approve’ and no other button will be visible to confirm the order.

Figure:-After confirming the purchase order

Now, again login as manager.
The manager get to see the purchase order from the purchase user for double validation in the tree view, which will be in ‘To Approve’ state.

Figure:- Purchase Order from purchase user with state ‘To Approve’.

Manager can open that record, and would be able to see a button ‘Approve Order’ using which the manager approves the order.

Figure:- Purchase order needs to be approved from manager.

On approving the purchase order the state changes to ‘Purchase Order’. Once approved, the purchase order follows the normal process.

Figure:- Purchase order after the approval from manager.

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Reema's picture

Hi Raveena, Thanks for the

Hi Raveena,

Thanks for the blog. But I am stuck at the location Purchase -> configuration -> settings (only has an option for 1 level approval :
Purchase Order Approval: Managers must approve orders -> Minimum Amount -> 0.00 ₹
For the two-level, do I need to install any plugin?

Thanks,
Reema

Anonymous's picture

I have the same problem, were

I have the same problem, were you able to solve it?

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