odoo_account_payment_approval

Customer Payments, Vendor Payments and Internal Transfer - ( Double and Tripple Approval Workflow )

Customer Payments, Vendor Payments and Internal Transfer - ( Double and Tripple Approval Workflow) Odoo App

This Odoo app allow you to have double and tripple approval workflow on Customer Payments, Vendor Payments and Internal Transfer. So double and tripple approval workflow will be applied based on configuration on Accounting Journal form settings.

Main Features:

  • Allow you to configure approval workflow settings on account journal form and based on configuration on accounting journal workflow of approval will apply.
  • This app add double and tripple approval workflow but still allow you to configure on account journal form if you do not want to apply approval workflow and want to go with odoo standard flow for specific journals.
  • Approval workflow has been added on Customer Payments, Vendor Payments and Internal Transfer screens of Odoo.
  • Email notifications to request for approval to next level person/approver.
  • Only selected approvers on account journal form will be able to make approvals and click approve buttons.
  • Please note that we have not added new state/stage on odoo states of payments. We have added alert-info in center in blue to show stage of approval workflow.
  • All approvers listed on account journal should have Odoo accounting rights then only they can approve.
  • You can choose multiple approvers on account journal form.
  • Invoice Form view with Register Payment Wizard (Odoo Standard) - Payment Approval Workflow will not Apply here.
  • Note: Payment approval workflow will not be applicable to register payment wizard on invoice and vendor bill forms.

Flow of Second and Third Level Approval Applicable to below Odoo Menu Items:

  • Customers Payments
  • Vendors Payments

Flow of No Approval (Odoo Standard Flow for Customer Payments)

  • User ==> Mitchell Admin
  • User (Mitchell Admin) can Confirm payments of Customer Payments.

Flow of Second Approval (Approval Type of Customer Payments)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Customer Payments.
  • Second Approver (Marc Demo) can Approve Second Approval of Customer Payments and and send notification email to selected Confrimation Responsible.
  • Refuser (Johnty Dexter) can Refuse Customer Payments.

Flow of Second and Third Level Approval (Approval Type of Customer Payments)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Customer Payments.
  • Second Approver (Marc Demo) can Approve Second Approval of Customer Payments and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Customer Payments and and send notification email to selected confirmation responsible.
  • Refuser (Johnty Dexter) can Refuse Customer Payments.

Flow of No Approval (Odoo Standard Flow for Vendor Payments)

  • User ==> Mitchell Admin
  • User (Mitchell Admin) can Confirm payments of Vendor Payments.

Flow of Second Approval (Approval Type of Vendor Payments)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Vendor Payments.
  • Second Approver (Marc Demo) can Approve Second Approval of Vendor Payments and and send notification email to selected confirmation responsible.
  • Refuser (Johnty Dexter) can Refuse Vendor Payments.

Flow of Second and Third Level Approval (Approval Type of Vendor Payments)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Vendor Payments.
  • Second Approver (Marc Demo) can Approve Second Approval of Vendor Payments and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Vendor Payments and and send notification email to .
  • Refuser (Johnty Dexter) can Refuse Vendor Payments.

Flow of No Approval (Odoo Standard Flow for Internal Transfer)

  • User ==> Mitchell Admin
  • User (Mitchell Admin) can Confirm of internal transfer.

Flow of Second Approval (Approval Type of Internal Transfer)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Internal Transfer.
  • Second Approver (Marc Demo) can Approve Second Approval of Internal Transfer and and send notification email to selected confirmation responsible.
  • Refuser (Johnty Dexter) can Refuse Internal Transfer.

Flow of Second and Third Level Approval (Approval Type of Internal Transfer)

  • User ==> Mitchell Admin
    Second Approver ==> Marc Demo
    Third Approver ==> John Smith
    Refuser ==> Johnty Dexter
  • User (Mitchell Admin) can make a Internal Transfer.
  • Second Approver (Marc Demo) can Approve Second Approval of Internal Transfer and and send notification email to selected Third Approver.
  • Third Approver (John Smith) can Approve Third Approval of Internal Transfer and and send notification email to selected Confirmation Responsible.
  • Refuser (Johnty Dexter) can Refuse Internal Transfer.

ABOVE USERS AND APPROVERS ARE JUST SAMPLE USERS OF OUR DEMO SYSTEM TO EXPLAIN APP TO YOU.

In below screenshots we will try to explain three cases workflow to understand process (1. Customer Payment with Three Level Approval. 2. Vendor Payment with Two Level Approval. 3. Internal Transfer without Approval, but system will work for all 9 combination as listed and explained above.

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