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Account Invoice Tier Validation Approver

Project description

Beta License: AGPL-3 OCA/account-invoicing Translate me on Weblate Try me on Runboat

This module allows to select a Responsible for approval in the partner form. If a tier definition is set and configured with the “Responsible for Approval” field, the approver will be the one chosen in the partner form.

Table of contents

Configuration

To configure this module, you need to:

  1. Go to Settings > Technical > Tier Validations > Tier Definition.

  2. Create a new tier or edit an existing one.

  3. Set the “Validated by” field to “Field in related record”.

  4. Set the “Reviewer field” to “Responsible for Approval”.

A default tier validation called “Validation with Approver field” is set with this configuration.

Usage

You can assign a default user for approval associated to a supplier. In the partner form view, go to the Sales and Purchase tab, and into the Purchase section, and fill the field Approver of Vendor Bills.

When you create a vendor bill the field Responsible for Approval will be filled in with the partner’s default. You can change it if needed.

Be aware that you won’t be able to post a vendor bill unless you have indicated a Responsible for Approval.

Used in connection with the module Account Move Tier Validation you can set up approvals specific to a department.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • ForgeFlow

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/account-invoicing project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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