Invoice Multi-Level Approval

Posting an invoice without review is risky. This module adds an approval configuration where each document type can have one or many approvers, and an Approvals tab on the invoice. It extends Accounting and its groups. The benefit is that documents can be posted only after the required people approve.

1. 1

   Open the configuration

   Under the Approvals menu the manager opens Invoice Approval. A default configuration record is provided as data. It holds the rules for all document types.

   • Menu: Approvals > Invoice Approval
   • Default record included
2. 2

   Configure customer side

   In Customer Configuration the manager enables approval on customer invoices and on customer credit notes and picks the approvers. Each has its own approver list. Both options are independent.

   • Fields: approve_customer_invoice, invoice_approver_ids
   • Fields: approve_customer_credit
3. 3

   Configure vendor side

   In Vendor Configuration the manager enables approval on vendor bills and vendor refunds and selects approvers. A No Approval switch turns the workflow off. Changes apply to new documents.

   • Fields: approve_vendor_bill, bill_approver_ids
   • Switch: No Approval
4. 4

   Create the document

   When an invoice or bill is created the module fills the Approvals tab with one line per approver. Each line shows the approver and status. The tab appears only when approval applies.

   • Tab: Approvals
   • Model: approval.line
5. 5

   Approve

   Each approver presses the Approve button on the document. The line status turns approved and Document Fully Approved becomes true when all agree. Only listed users can approve.

   • Button: Approve
   • Fields: is_approved, document_fully_approved
6. 6

   Post after approval

   Once fully approved the normal Confirm/Post action is available. Billing groups are extended so approvers see the documents they need. Chatter keeps the approval trail.

   • Groups: Approvers, Approve Manager
   • Chatter trail

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