• Request Approval
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  • About Module


    In every organization, expensive purchases should be approved by the responsible person. This module allows the user or employee to request to purchase some products. The organization manager creates "Request Approval Types" where the manager has to define which type of request approve, refuse & cancel by whom. The manager has to configure request fields forex: documents that required, optional & none. The manager has to provide minimum request approvers of that request type, forex: 3 so, employee or user can do only 3 requests of that request type till one of that request approved. If any request refuses then it generates an alert for a refuse reason. We provide group by and filter option in requests.



    Workflow


    • Step 1: Create "Request Approval Types" accordingly to your organization and allocate the person/contact as per request types. These contacts only can approve/refuse/cancel the requests.
    • Step 2: The manager has to configure request fields required, optional & none.
    • Step 3: The manager has to configure minimum request approvers.
    • Step 4: Create a purchase request and add purchase product(s).
    • Step 5: Responsible contact will be able to approve/refuse/cancel requests. If refused then you have to give a valid reason.




    Features


    • 1) The user or employee can send a purchase request.
    • 2) Every request has its approvers/refusers.
    • 3) The manager can configure the request field forex: the document that is required, optional & none.
    • 4) We provide a "Minimum Request Approver" feature in every request type.
    • 5) If the request refused then it generates a popup for a refuse reason.
    • 6) Easy to filter requests by approved requests, refused request & canceled request.
    • 7) Easy to group by requests by type, approver, contact, date, request by, deadline & item.

    Versions


    • v13.0
    • v12.0
    • v11.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_req_approval’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_req_approval’.

    7) Click on ‘Install’ to install it.

    Workflow


    Go to settings => users, In the request approval, choose the employee or manager.

    Go to the "Request Approvals" => "Approvals" menu for manage requests.

    In the request approval types press the create request button to create the request type.

    Request approval type form view.

    Request approval type form view.

    You can review the request from the review button.

    Review request list view, You can group by requests from the provided list.

    The group by "Type" looks like below.

    The group by "Approver" looks like below.

    The group by "Contact" looks like below.

    The group by "Requested Date" looks like below.

    The group by "Requested by" looks like below.

    The group by "Deadline" looks like below.

    The group by "Item" looks like below.

    You can filter requests from the provided list.

    The filter by "Approved Requests" looks like below.

    The filter by "Refused Requests" looks like below.

    The filter by "Cancelled Requests" looks like below.

    Request approval types kanban view, you can create a request from here.

    Request form view.

    Request form view, you can write a description here.

    The request is in the "Draft" state, now we submit it.

    Alert generates because in the configuration "Document" field is set as the required field and here we have not attached any documents.

    Now we add an attachment.

    You can see attachment in the chatter.

    The request is submitted.

    Request approvers list.

    Request approved by the selected user.

    Request approved by the selected user.

    Request approved by the selected user.

    Request approved by the selected user.

    Now our state is "Approved" because all approvers are approved by the user.

    You can refuse a request from the "Refuse" button.

    You have to enter a valid reason for the refuse request.

    The request is refused.

    Support

    You will get free support and assistance in case of any issues