Procurement is a complex and vulnerable process. It assumes various required steps and usually involves a number of users from different departments. Any error might lead to drastic money losses and reputation damages. This tool is to make sure that a purchase order is always ready to the next stage and all intermediary actions are approved. The app let you prepare a check list per each procurement step, force users to confirm all points, and control approval by responsible managers.
Check lists per order state and company
Checklists are defined for a company in general. Purchase managers specify what and on which order state should be done and approved. A set is unlimited, might reflect custom stages, and it is as unique as you want.
As a result when a purchase order of this company gets its state updated, a check list would be automatically prepared.
Often an order state change does not require fulfilment of all requirements. For example, when you cancel a purchase it seems unreasonable to approve vendor prices.
In such a case you should merely define states moving to which doesn't need confirmation. It is possible to do right under the check list settings on a checklist form.
One of important use cases is also the state 'RFQ sent'. Sometimes, approval is required for an order confirmation but not for contacting a vendor. This step might be even missed. In that situation you should define the same check points for the states 'RFQ' and 'RFQ Sent', while 'RFQ Sent' should be added as a no-checklist-required step.
Procurement checklist settings per company
Check list is unique per order state and a company
Purchase multi approval flow
In order to move an order to a new state, a purchase manager needs to enter all confirmation points and should get approval for those he doesn't have a right to confirm.
Since the tool let assign user groups for each checklist line, you may force various employees from different departments to take part in procurement. In such a way it is guaranteed that all actions are done and carefully checked.
Odoo will scan check lists as soon as a user tries to change an order state. In particular it happens when:
- A user tries to confirm an order ('RFQ' > 'Purchase Order' and 'RFQ Sent' > 'Purchase Order').
- An order is triggered for approval ('RFQ' > 'Approval' and 'RFQ Sent' > 'Approval').
- A user locks ('Purchase order' > 'Locked') or unlocks ('Locked' > 'Purchase order') a purchase.
- A user prints or sends an RFQ ('RFQ' > 'RFQ Sent').
- A user cancels an order (any state > 'Cancelled') or re-set cancelled RFQ ('Cancelled' > 'Draft').
Surely, you are not obliged to have a check list for each state. Scanning of empty checklist is always considered as successful.
Besides, if you had custom stages, transitions to those would be also taken into account.
Purchase approval involves various user roles
Order state can't be changed until checklist is confirmed
Odoo scans check list progress for any attempt of state update
If a user marks a check point as done or as not done, the action is carefully recorded in the history. Thus, you always can investigate who and when makes a purchase order approval. It guarantees transparency and employees commitment.
Indicative checklist to-do
Not yet done check points are shown right on the tree of purchase orders or request for quotations. You make distinguish those by colors and always search them by key words.
Check lists to-do on tree views
RFQ search by approval activities
Super checklist user
In any workflows you may encounter exceptions. Sometimes purchase users would reasonably like to move an order forward although not everything is done. For example, when the special prices are valid for a short period.
In such a case you should assign the super check list access level for yourself or for any responsible manager. A user with such rights would be able both to change an order sate without approving check list and confirm any check point disregarding security restrictions.
Super checklist user has full rights for any check list
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