Multi-Level Purchase Order Approvals, Tiered by Spend

Real-World Control

What happens without PO approval enforcement?

Request Approval button on draft purchase order — When a PO exceeds the configured spend threshold, the 'Request Approval' primary button appears automatically in the header. The purchasing agent clicks it to start the workflow — confirmation is blocked until approval completes.

How It Works

The full approval lifecycle on a purchase order

1

PO enters Waiting for Approval

Waiting for Approval state — After submitting, the PO shows a yellow banner with the current approver's name. Approve, Reject, Cancel Approval, Force Approve, and Force Reject buttons are all visible. The chatter logs every state change with timestamps.

2

Approver reviews the request

Approval Request — approved — The linked Approval Request shows full details: which rule triggered it, total PO amount, request date, and the Approval History table showing each level's status, approver, and timestamp. An automatic email notification was sent at submission.

3a

PO approved — confirmation unlocked

PO approved — ready to confirm — Once all approval levels pass, the PO shows a green 'Approved' banner. The Confirm Order button is now active. The chatter shows the full trail: amount change, submission, approval decision — permanently recorded.

3b

Or rejected — with reason and resubmit path

Rejection recorded on approval request — The rejection reason is stored on the request. An automatic rejection email is sent to the requester with PO details and a link to review.

Rejected PO — resubmit flow — The PO shows a red 'Rejected' banner. The 'Request Approval' button reappears — the purchasing agent can revise the PO and resubmit without any admin intervention.

Visibility

Approval status visible across your entire PO list

Color-coded approval status badges appear directly in the purchase order list. Filter by Pending, Approved, or Rejected workflow state in one click.

Approval status badges + workflow filters — The PO list shows Approved (green) and Rejected (red) badges at a glance. The filter dropdown includes three new workflow filters: Approval Pending, Approval Approved, and Approval Rejected — making procurement queue management immediate.

Operational Impact

What changes after deployment

Procurement teams maintain spend discipline without adding process friction — approvals happen automatically in Odoo, not over email.

• ✓Eliminate unbudgeted purchases — every PO above threshold requires sign-off before confirmation
• ✓Enforce spend authority — different approval chains based on order value and supplier
• ✓Reduce procurement cycle friction — automatic routing replaces manual chasing

Pricing

Simple one-time pricing

Frequently Asked Questions