diff --git a/purchase/purchases/rfq/approvals.rst b/purchase/purchases/rfq/approvals.rst index 0ece78606..3a05750ac 100644 --- a/purchase/purchases/rfq/approvals.rst +++ b/purchase/purchases/rfq/approvals.rst @@ -1,34 +1,40 @@ -================================================ -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. diff --git a/purchase/purchases/rfq/media/approvals01.png b/purchase/purchases/rfq/media/approvals01.png index fa8c800a6..c0f2dc6a2 100644 Binary files a/purchase/purchases/rfq/media/approvals01.png and b/purchase/purchases/rfq/media/approvals01.png differ diff --git a/purchase/purchases/rfq/media/approvals02.png b/purchase/purchases/rfq/media/approvals02.png index 6dfd53b99..e1375e7d4 100644 Binary files a/purchase/purchases/rfq/media/approvals02.png and b/purchase/purchases/rfq/media/approvals02.png differ diff --git a/purchase/purchases/rfq/media/approvals03.png b/purchase/purchases/rfq/media/approvals03.png index 6da8913b7..6c29c5cf8 100644 Binary files a/purchase/purchases/rfq/media/approvals03.png and b/purchase/purchases/rfq/media/approvals03.png differ