OmniApproval™ - Procurement Approvals
| Lines of Code | 491 |
| Technical name | viin_approval_procurement |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/19.0/viin_approval_procurement |
| Read description for | v 14.0 v 15.0 v 16.0 v 17.0 v 18.0 |
| Required Apps | Invoicing (account) Purchase (purchase) Discuss (mail) Employees (hr) Inventory (stock) |
| Included Dependencies | Viindoo Base OmniApproval™: One platform. Every approval. Advanced HR Management OmniApproval™ - Accounting Approvals OmniApproval™ - Stock 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 19.0 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 19.0 - 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: v19demo-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: apps.odoo.com/apps/modules/browse?author=Viindoo
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 to set up the Approval access rights to users.
2. Set up procurement approval levels.
Navigate to Approval > Configuration > Approval Types, the system will auto-create the Procurement Approval type. Select this type and press Edit to set up approval levels before starting the procurement approval process.
Create Procurement approval request
To create a Procurement approval request, go to the Approval app, find the Procurement Approval type, and press Create Request. Fill in the procurement approval request information and press Save > Submit to submit the request to the manager.
Note:
- If you request for the products that have the Product Type is Storable Product or Consumable, to link the procurement order with the purchase/manufacturing order, etc. Navigate to Inventory > Configuration > Rules, select the related rules and set up the Propagation of Procurement Group as Propagate.
- In order to generate the purchase/manufacturing order to supply for the request, you need to set up the product route and the needed information. For example:
- With the Buy Route, you need to set up the product Vendors.
- With the Manufacture Route, you need to set up the Bills of Material for the product.
Approve the procurement request
When an employee creates a request, the managers will receive an approval notification to approve it. They will be able to approve or refuse.
After finishing the approval steps, the request will be moved to the Approved stage. At the same time, the system will generate the request for quotation (RFQs) for the chosen product. You can view the RFQs by pressing the Purchase Orders button on the top right corner of the request.
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 view, you can manage the purchase orders, inventory transfers, and payments of each related purchase order by pressing the statistic buttons on the top right corner.
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