[IMP] purchase: update approvals.rst to 12.0

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Yannick Tivisse 2018-05-11 09:32:14 +02:00
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================================================
Setup two levels of approval for purchase orders
================================================
==============================================
Request managers approval for expensive orders
==============================================
Two level approval setup
========================
In case of expensive purchases you may want a manager approval to
validate the orders, Odoo let's you easily set that up.
Double validation on purchases forces a validation when the purchased amount
exceeds a certain limit.
Configuration
=============
Install **Purchase Management** module and then go to **General Settings** to
configure the company data.
For this feature to work, go to :menuselection:`Purchases -->
Configuration --> Settings` and activate the *Order Approval* feature.
From there you can also set the minimum amount required to activate this
feature.
.. image:: media/approvals01.png
:align: center
Set here the amount limit for second approval and set approval from
manager side.
Create a new Request for Quotation
==================================
Process
=======
Logged as a purchase user, create a purchase order for more than the amount set
above, and confirm it. The purchase order is set in a state **To Approve**
While working on a new RfQ, if the order is made by a user and not a
manager and the amount of the order is above the minimum amount you
specified, a new *To Approve* status will be introduced in the
process.
.. image:: media/approvals02.png
:align: center
The manager gets the order to approve and validates the final order.
Approve the order
-----------------
If you are a purchase manager, you can now go to the purchase order and
approve the order if everything is alright with it. Giving you full
control of what your users can or can't do.
Once approved, the purchase order follows the normal process.
.. image:: media/approvals03.png
:align: center
Once approved, the purchase order follows the normal process.

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