Purchase Dynamic Approval

Companies need different approvers depending on the size of a purchase. This module defines purchase teams with members and minimum and maximum amounts, then builds an approval route on each purchase order. It extends the Purchase app and its order form with Approve and Disapprove buttons. The benefit is a flexible, visible approval chain that stops unauthorised confirmation.

1. 1

   Define a purchase team

   Under Purchase > Configuration > PO Teams the manager creates a team with a name and a team lead. The team is stored on purchase.order.teams. A team can then be linked to purchase orders.

   • Menu: PO Teams
   • Fields: Name, Team Lead
2. 2

   Add members with amount limits

   On the Members tab each member gets a role, a Minimum Amount and a Maximum Amount. These limits decide which orders the member must approve. Members are stored on purchase.team.member.

   • Fields: Role, Minimum Amount, Maximum Amount
   • One line per approver
3. 3

   Assign the team on an order

   On a purchase order the user selects the Purchase Team. The system fills the Approve Route tab with the approvers whose limits match the order total. Each route line shows the approver, role and status.

   • Tab: Approve Route
   • Status: Pending, To Approve, Cancelled
4. 4

   Approve or disapprove

   Approvers use the Approve and Disapprove buttons on the order. A user who is not on the route gets an access error. The buttons are hidden once the order is confirmed, done or cancelled.

   • Buttons: Approve, Disapprove
   • Access error for non-approvers
5. 5

   Confirm only when approved

   Confirming an order that is not fully approved raises the message that the order is not approved. Cancelling also checks the user right. This keeps the purchase state tied to the approval route.

   • Order is not approved error
   • Cancel is permission checked

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