OmniApproval™ - Procurement Approvals
| Lines of Code | 476 |
| Technical name | viin_approval_procurement |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/18.0/viin_approval_procurement |
| Read description for | v 14.0 v 15.0 v 16.0 v 17.0 v 19.0 |
| Required Apps | Invoicing (account) Purchase (purchase) Discuss (mail) Inventory (stock) Employees (hr) |
| Included Dependencies | Viindoo Base OmniApproval™: One platform. Every approval. Advanced HR Management OmniApproval™ - Stock Approvals OmniApproval™ - Accounting Approvals OmniApproval™ - Purchase Approvals OmniApproval™ - Analytic Accounting Approvals OmniApproval™ - Purchase Stock Approvals Bridge Safe IR Metadata Proxies |
Ask for stock; approval decides how it is supplied
A Procurement request type for OmniApproval: employees list products, quantities and the warehouse; on approval the system runs procurement and the request tracks the transfers and purchase orders it produced.
OmniApproval™ - Procurement Approvals (technical name viin_approval_procurement) is an Odoo 18.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for employee, manager, buyer, warehouse.
At a Glance
The facts of OmniApproval™ - Procurement Approvals, version 0.2.2, in one place. Published by Viindoo.
How It Works
Raise a procurement request; approve; watch the documents appear.
The request
Wood panels and screws for Oakland, awaiting approval.
The type
Who approves, which line fields are required.
The lines
Every requested product across requests.
What You Get
Procurement request type with product lines: quantity, unit, warehouse, preferred routes
Receipt date expected by the employee
Procurement launched per line on approval; option to run it before approval
Transfers, purchase orders and procurement groups linked to the request
Approval Requests count on purchase orders
Line state follows the approval, with exception handling
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Procurement request lines
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Set buy, manufacture or resupply routes on the product or the line.
Approval is the control.
Built on viin_approval_purchase_stock.
Install it and the behaviour is there.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use OmniApproval™ - Procurement Approvals?
Employee
Asks for what the site needs.
Manager
Approves and lets the routes decide.
Buyer
Receives purchase orders that already carry their justification.
Warehouse
Gets transfers for what is in stock elsewhere.
Frequently Asked Questions
What does OmniApproval™ - Procurement Approvals do?
A Procurement request type for OmniApproval: employees list products, quantities and the warehouse; on approval the system runs procurement and the request tracks the transfers and purchase orders it produced.
What does OmniApproval™ - Procurement Approvals not do?
Routes decide the method. Set buy, manufacture or resupply routes on the product or the line. No budget check. Approval is the control. Needs OmniApproval with purchase and stock. Built on viin_approval_purchase_stock. Nothing to configure. Install it and the behaviour is there.
Who is OmniApproval™ - Procurement Approvals for?
Employee: Asks for what the site needs. Manager: Approves and lets the routes decide. Buyer: Receives purchase orders that already carry their justification. Warehouse: Gets transfers for what is in stock elsewhere.
Which Odoo version and editions does it support?
Odoo 18.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_approval_purchase_stock. Odoo installs them with it.
How do I set it up?
Raise a procurement request; approve; watch the documents appear.
What works well with it?
OmniApproval (viin_approval): The approval engine. Purchase & stock approvals (viin_approval_purchase_stock): The base this extends. Inter-warehouse transfer (viin_stock_internal_transfer): Move stock between sites.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_approval_procurement; pre-sales questions go to sales@viindoo.com.
See OmniApproval™ - Procurement Approvals in Action
Live demo: v18demo-int.viindoo.com
Need help with OmniApproval™ - Procurement Approvals?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: Viindoo Apps
Technical Requirement
Changes log
0.2.2 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
Installation
- Navigate to Apps.
- Search with keyword viin_approval_procurement.
- Press Install.
Instruction
Instruction video: Supply Approvals
Configuration on the Approval app
1. Approval access rights.
Navigate to Settings > Users & Companies > Users, open a user and set the Approvals access right on the Access Rights tab: Team Approver, Officer or Administrator. A user who launches procurement also needs the Inventory access right User.
2. Set up procurement approval levels.
Navigate to Approval > Configuration > Approval Types. The system creates the Procurement type for you. Open it and set up the approval levels in the Approval Process tab: Manager Approval is Required, and Extra Approval Steps adds further approvers after the manager.
Create a procurement request
To create a procurement request, go to Approval > Overview, find the Procurement card and press Create Request. Fill in the Receipt Date and add the request lines (Product, Destination Warehouse, Stock Routes, Quantity), then press Submit to send the request to the manager.
Note:
- Every product whose Product Type is Goods (with or without Track Inventory) is supplied through the stock routes. To keep the documents the procurement generates linked to the request, set the Propagation of Procurement Group of the related rule to Propagate: enable Multi-Step Routes in Inventory > Configuration > Settings, then navigate to Inventory > Configuration > Warehouse Management > Rules and open the rule.
- To generate the purchase or manufacturing order for the request, set up the Routes of the product and the information the route needs. For example:
- With the Buy route, set the product Vendors.
- With the Manufacture route, set a Bill of Materials for the product.
Approve the procurement request
When an employee submits a request, the manager is notified by an activity under Approval Request in the activities menu of the top bar. The manager opens the request and presses Approve or Refuse.
After finishing the approval steps, the request moves to the Approved stage and the system launches the procurement of its lines by itself, once: it generates the request for quotation (RFQ) for each product supplied by purchase. You can view the RFQs by pressing the Purchase Orders button on the top of the request.
Launch Procurement again
On an approved request, the Launch Procurement button is available as long as the request is in the Approved stage. Pressing it never duplicates what was already generated: only the lines whose procurement has not been launched yet are launched, for example a line that could not be supplied at approval because the product had no vendor, and has one now. When every line of the request has already been launched, the system does nothing more and shows the message The procurement of the request ... was already launched for all its lines. The existing RFQs stay unchanged.
Finish the Approval
When the goods are stocked, you can move the approval request to the Done stage by pressing the Mark as Done button.
Note: On the request, the buttons at the top (Purchase Orders, Procurement Groups, Receipts, Stock Transfers) open the documents generated for the request.
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