approval-module-in-odoo-13.png
Blogger_637163421608943707.png
By: Aiswarya

Approval Module in Odoo 13

Functional Odoo 13

Approval is a new module introduced in the odoo v13 Enterprise edition. This module has been made to manage and customize all the request that the employee might need approval from the manager. In other words, this module helps to approve the different requests submitted through the employees, like a business trip, submit a  leave, etc. 


The blog explains the advanced features and configuration of the new ‘Approval module’ in Odoo v13. 


Let’s have a look at it, 


Some of the key features of Approval Module are:


* Paperless

* Time-efficient for employees

* It can approve or reject the move.

* Fast and easy for the employees 

* Make the internal process simplified

* Filter and search in your approval list

* Create your own process of validation. 

* Centralizes all the requests that need approval. 

* The approval process can be made to speed up. 


For enabling this module initially you have to,


Install the Odoo Approval App.


The Approval types are visible in the dashboard itself. The approval request can be sent from the approval types.


approval-module-in-odoo-13


Approval Types 


The Approval Types can be off, 

* Business Trips

* Borrow Items

* General Approval

* Contract Approval

* Payment Application

* Car Rental Application

* Job Referral Award

* Procurement

* Test Approval


For the configuration of the Approval Types, Select, 


Approvals - Configuration - Approval Types


approval-module-in-odoo-13


For the configuration of the new Approval Type, Click the Create Button.


approval-module-in-odoo-13


Here you can explain the Approval Type name and description along with 

Certain obligatory for approval. One can also explain the number in accordance with the minimum approval.


To mark the changes select the Save Button. 


Approval Request


To go ahead with Approval Request, Select,


Approvals - My Approvals - New Request.



approval-module-in-odoo-13


The details that you can add here are, 

* Approval Subject

* Request Owner name

* Category

* Date

* Contact

* Amount


Click the Submit Button.


Subsequently, the request will send to the  Approvers and the Approvers can decide whether the request should be Approve, Refuse or Canceled.



approval-module-in-odoo-13


approval-module-in-odoo-13


You can also click the Withdraw Button to withdraw the offered approval.


For the managers to  review the request anticipate his involvement, select 


Managers - approval to Review


approval-module-in-odoo-13



 The manager can Approve the request b clicking the Request


approval-module-in-odoo-13

This is all about the Approval module in odoo 13. 



cybrosys youtube

Comments

0


Leave a comment

 
Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

London

Cybrosys Limited
Alpha House,
100 Borough High Street, London,
SE1 1LB, United Kingdom

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message