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Approver Process

Verification documents for Approval.

This user manual is intended for :: Authorized approver of documents as below.

  • Purchase Request
  • Expense
  • Advance/ Advance Clearing
  • Petty Cash

Menu: There is no specific menu. You can access it through your personal inbox.

  1. Click on the notification Review icon. Select the notification to view all documents pending approval.

  2. Select the document to review for approval.

  3. After entered the document, approver need to verify the accuracy and completeness of the information in the header fields and also the line items.

  4. Verify the attachments (if any).

  5. When all data is accurate and complete, click Validate to approve the document. The system will display the comment window for approver to enter reasons for the approval.

  6. On the contrary, if there are any incorrect information found or if the document needs to be returned to the employee to revise, the Reject button can be clicked. Odoo will display a Comment Window to enter reasons for disapproval.

  7. Odoo will display the reason for approved or rejected in the Reviews tab and will store history logs on the bottom of the document.

End.

Checking Dashboard

Menu: Dashboard > Reviews > My Reviews

  1. The filter To Review is set by default to display waiting for your approve documents.

  2. You can clear filter to see all approved documents.

Checking PR Documents

Employees who need to check the status of purchase requests (PR), please using the following steps:

  1. enter Purchase Request main menu to view an overview in List View.

  2. You can filter to display only the desired documents as follows:

    • (1) RFQ Created: filters only PR document which RFQ is already created by Purchase Staff.
    • (2) Not RFQ: filters only PR document which RFQ is not created yet.
    • (3) state: filters only needed state of PR
      • Draft
      • Approved
      • Cancelled
      • Done: all quantity in PR are confirmed as Purchase Order, create RFQ button will be disappeared.
    • (4) My requests: documents created by yourself.
    • Add Custom Filter: addition filters more than default.

  3. สามารถ group by เพื่อจัดกลุ่มเอกสารตามที่ต้องการตามด้านล่าง

    • (1) Request By: จัดกลุ่มตาม user ผู้ขอซื้อ
    • (2) Start Date: จัดกลุ่มตามวันที่สร้างเอกสาร PR
    • (3) PR Type: จัดกลุ่มตามประเภท PR
    • (4) Status: จัดกลุ่มตามสถานะของเอกสาร PR
    • (5) Add Custom Group: สามารถเพิ่มการ group by นอกเหนือจากที่ระบบ default มาให้เลือก

  4. How to filter documents already submitted to approver but not been approved yet, please using the following steps:

    • (1) Filter PR state Draft
    • (2) Add Custom Filter Validations is set
    • you can add the recent filter or group by as Favorite button nd named it to revisit anytime.