🎯 Overview

The Purchase Order Approval Check Lists module provides a comprehensive and flexible checklist management system for purchase orders. Ensure compliance, quality control, and proper authorization at every stage of your procurement process with state-specific checkpoints and role-based approvals.

📸 Screenshots

🔐 Privilege-Based Access Control

New in Odoo 19.0

Configure user access levels for Purchase Checklists using Odoo 19.0's new privilege system. Assign users to different privilege levels directly from the user settings:

• User: Own Documents Only - Users can view and approve checklist items only for purchase orders they created or are assigned to. This provides basic checklist functionality with document-level restrictions.
• User: All Documents - Users can view and approve checklist items for all purchase orders in the system, regardless of ownership. Ideal for procurement team members who need to review checklists across all orders.
• Administrator - Full access to manage checklist templates, create and configure templates, set access rights, and manage all checklist features. Administrators can also approve checklists for all purchase orders.
• Super User - Highest privilege level with the ability to approve any checklist item and bypass all validation restrictions. Super users can move purchase orders through state transitions even when mandatory checkpoints are not completed, providing emergency override capabilities.

📋 Checklist Templates Management

Manage all your checklist templates from a centralized list view. Configure templates for different purchase order states (RFQ, RFQ Sent, Purchase Order), companies, and user groups. Set mandatory status and control access rights.

⚙️ Template Configuration

Create and configure checklist templates with detailed settings including checkpoint name, purchase order state, sequence, company, mandatory status, active status, description, and access rights for user groups.

🛒 Purchase Order Checklist Integration

View and manage checklists directly within purchase orders. Track progress with visual progress indicators, approve checkpoints, and ensure all mandatory items are completed before state transitions. The checklist tab shows approved checkpoints, progress percentage, and detailed checkpoint information with approval tracking.

⚠️ State Transition Validation

The module enforces mandatory checklist completion before allowing purchase order state transitions. When attempting to send RFQ, confirm order, or change state without completing all mandatory checkpoints, users receive a clear error message listing all pending mandatory items. This ensures compliance and prevents incomplete purchase orders from progressing through the workflow.

⭐ Key Features

💼 Use Cases

📥 Installation

Requirements

Installation Steps

1. Download the module from the Odoo Apps Store
2. Upload to your Odoo instance's addons directory
3. Update the apps list
4. Install "Purchase Order Approval Check Lists"
5. Configure your checklist templates in Purchase → Configuration → Checklist Templates

🆘 Support & Documentation

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